DOSSIER · 13F-HR · Q3 2026

Artesa Financial Group, LLC

$124M in tracked AUM across 64 positions as of Q3 2026.

AF
CIK 0002109808 · last filed Sep 30, 2026
Total AUM
$124M
as of Q3 2026
Holdings
64
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Artesa Financial Group, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVG
NUVEEN AMT FREE MUN CR INC F
$12M1.1M9.6%
02
SPHQ
INVESCO EXCHANGE TRADED FD T
$10M123K8.3%
03
PSI
INVESCO EXCHANGE TRADED FD T
$10M65K8.0%
04
IGSB
ISHARES TR
$10M189K7.8%
05
VTV
VANGUARD INDEX FDS
$9M40K7.0%
06
XOM
EXXONMOBIL HOLDINGS CORP
$7M45K5.9%
07
HACK
AMPLIFY ETF TR
$7M57K5.5%
08
PPA
INVESCO EXCHANGE TRADED FD T
$7M42K5.3%
09
BIL
SPDR SERIES TRUST
$6M66K4.9%
10
AMLP
ALPS ETF TR
$5M93K3.9%

Filing history

2026Q3Sep 30
$124M▲ 5.9%
64 positionsView →
2026Q2Jun 30
$117M▲ 11.6%
62 positionsView →
2026Q1Mar 31
$105M▲ 8.0%
55 positionsView →
2025Q4Dec 31
$97M—
48 positionsView →