Arta Finance Wealth Management LLC
•CIK: 2099257•Filing: Q4 2025
**Arta Finance Wealth Management LLC** manages $196M across a diversified portfolio of 90 positions. The fund exhibits notable allocations to fixed income and broad market exposure, highlighted by the $17.2M position in BIL and $13.4M each in USFR and VTI. Key technology and consumer staples holdings include $13.9M in TFLO, $10.9M in XLP, and significant positions in AAPL ($9.2M), MSFT ($8.7M), and META ($8.3M). This structure suggests a tactical blend of defensive income generation and growth equity exposure.
Total AUM
$196.0M
QoQ Performance
N/A
Positions
78
Top 10 Concentration
57.2%
Latest Filing
Q4 2025
Top Holdings Allocation
BIL
TFLO
USFR
VTI
XLP
BIL8.8%
TFLO7.1%
USFR6.9%
VTI6.8%
XLP5.5%
AAPL4.7%
MSFT4.5%
XLV4.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other68.8%
Technology23.4%
Consumer5.7%
Financial0.9%
Healthcare0.6%
Energy0.3%
Industrial0.2%
Communication0.1%