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Filers›Family Office›Arta Finance Wealth Management LLC
DOSSIER · 13F-HR · Q1 2026

Arta Finance Wealth Management LLC

Arta Finance Wealth's family office based in Chicago, IL — $202M in tracked AUM across 95 positions as of Q1 2026.

AF
Arta Finance Wealth·Chicago, IL·Family Office
CIK 0002099257 · last filed Mar 31, 2026
Total AUM
$202M
▼ 5.3%
vs prior
Holdings
95
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
22% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Arta Finance Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BIL
SPDR SERIES TRUST
$17M190K8.6%
02
USFR
WISDOMTREE TR
$16M313K7.8%
03
VTI
VANGUARD INDEX FDS
$15M47K7.4%
04
XLP
SELECT SECTOR SPDR TR
$12M143K5.8%
05
TFLO
ISHARES TR
$12M229K5.7%
06
SSO
PROSHARES TR
$10M186K4.8%
07
XLV
SELECT SECTOR SPDR TR
$9M59K4.2%
08
AAPL
APPLE INC
$8M33K4.2%
09
META
META PLATFORMS INC
$7M13K3.7%
10
MSFT
MICROSOFT CORP
$7M20K3.6%

Filing history

Filing history loading…
AI Agent · grounded in Arta
haiku-4-5 · 95 positions indexed
Sector mix
  • Tech22%
  • Financials10%
  • Health Care48%
  • Communications5%
  • Industrials15%
  • Energy6%
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