Artesa Financial Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 64 separate positions held by the firm, managed from its office in Conroe, Texas.
The largest position disclosed in the portfolio is Nuveen Amortization Free Municipal Credit Inc F Com, which the firm holds 1,186,393 shares. Other significant holdings include Invesco Exchange Traded Fund T S&P500 Quality, with 122,673 shares, and Invesco Exchange Traded Fund T Semiconductors, with 65,225 shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs) and mutual funds, including various Vanguard and Invesco funds covering sectors such as energy, technology, and precious metals. Specific stock holdings include Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Palantir Technologies Inc. The firm also holds positions in Bitcoin-related assets, including Grayscale Bitcoin Trust ETF Shares and SPDR Gold Trust Gold Shares.
