13F Insight
DOSSIER · 13F-HR · Q1 2026

Artesa Financial Group, LLC

Artesa Financial's pension fund based in Stamford, CT — $105M in tracked AUM across 55 positions as of Q1 2026.

AF
Artesa Financial·Stamford, CT·Pension Fund
CIK 0002109808 · last filed Mar 31, 2026
Total AUM
$105M
▼ 8.1%
vs prior
Holdings
55
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
23% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Artesa Financial Group, 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
NVG
NUVEEN AMT FREE MUN CR INC F
$14M1.1M13.1%
02
IGSB
ISHARES TR
$9M175K8.7%
03
SPHQ
INVESCO EXCHANGE TRADED FD T
$8M105K7.5%
04
XOM
EXXON MOBIL CORP
$8M45K7.2%
05
PPA
INVESCO EXCHANGE TRADED FD T
$7M41K6.5%
06
VTV
VANGUARD INDEX FDS
$6M33K6.1%
07
PSI
INVESCO EXCHANGE TRADED FD T
$6M64K5.8%
08
BIL
SPDR SERIES TRUST
$4M48K4.2%
09
AMLP
ALPS ETF TR
$4M84K4.2%
10
HACK
AMPLIFY ETF TR
$4M56K4.0%

Filing history

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