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Home > Institutional Investor > Arta Finance Wealth Management Llc > Profile

Instuitional Investor - Arta Finance Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Arta Finance Wealth Management Llc
Portfolio Value $233,656,510
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 50,481 $18,679,989 7.99%
2.
Spdr Series Trust - ST STR BLO 1 ETF
 171,979 $15,714,136 6.73%
3.
Wisdomtree Tr
 292,338 $14,719,218 6.3%
4.
Sector Spdr Trust
 XLE 152,908 $12,702,068 5.44%
5.
Proshares Trust
 TQQQ 179,193 $12,074,024 5.17%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.