Arta Finance Wealth Management LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists the firm's address as 153 Castro St, Suite 200, Mountain View, CA.
The report details a total of 105 holdings, managed by Kate Miller. The portfolio includes a mix of individual stocks and exchange-traded funds (ETFs). Major technology companies such as Microsoft, Apple, NVIDIA, and Amazon are listed among the top holdings, alongside significant positions in Palantir Technologies, Salesforce, and Intuitive Surgical.
In addition to U.S. equities, the filing includes international exposure. Notable international positions include Wipro Ltd, Dr. Reddy's Laboratories, HDFC Bank, Infosys, and Taiwan Semiconductor Manufacturing Company. The portfolio also holds substantial allocations in precious metals, including physical silver and gold via various ETF trusts.
Arta Finance holds the majority of these positions as sole beneficial owners, with no shared voting or investment power reported for the listed securities.
