DOSSIER · 13F-HR · Q2 2026

Artesa Financial Group, LLC

$117M in tracked AUM across 62 positions as of Q2 2026.

AF
CIK 0002109808 · last filed Jun 30, 2026
Total AUM
$117M
as of Q2 2026
Holdings
62
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Artesa Financial Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVG
NUVEEN AMT FREE MUN CR INC F
$13M1.0M11.4%
02
PSI
INVESCO EXCHANGE TRADED FD T
$12M65K10.5%
03
SPHQ
INVESCO EXCHANGE TRADED FD T
$11M118K9.1%
04
IGSB
ISHARES TR
$9M179K8.0%
05
VTV
VANGUARD INDEX FDS
$8M37K7.0%
06
PPA
INVESCO EXCHANGE TRADED FD T
$7M42K6.3%
07
HACK
AMPLIFY ETF TR
$6M57K5.1%
08
BIL
SPDR SERIES TRUST
$6M63K4.9%
09
AMLP
ALPS ETF TR
$5M90K4.0%
10
GLD
SPDR GOLD TR
$4M10K3.1%

Filing history

2026Q2Jun 30
$117M 11.6%
62 positionsView →
2026Q1Mar 31
$105M 8.0%
55 positionsView →
2025Q4Dec 31
$97M
48 positionsView →