Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Artesa Financial Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Artesa Financial Group, LLC (CIK 2109808) reported $117.1M across 62 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVG ($13.4M, 11.41%), PSI ($12.2M, 10.46%), SPHQ ($10.6M, 9.07%), IGSB ($9.4M, 8.03%), VTV ($8.2M, 6.98%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVGNUVEEN AMT FREE MUN CR INC F$13.4M11.41%1.0MTrimmed
2PSIINVESCO EXCHANGE TRADED FD T$12.2M10.46%65,177Added
3SPHQINVESCO EXCHANGE TRADED FD T$10.6M9.07%117,849Added
4IGSBISHARES TR$9.4M8.03%179,447Added
5VTVVANGUARD INDEX FDS$8.2M6.98%37,499Added
6PPAINVESCO EXCHANGE TRADED FD T$7.4M6.30%41,759Added
7HACKAMPLIFY ETF TR$6.0M5.09%56,739Added
8BILSPDR SERIES TRUST$5.7M4.90%62,547Added
9AMLPALPS ETF TR$4.7M3.99%90,035Added
10GLDSPDR GOLD TR$3.6M3.11%9,870Added
11XLBSELECT SECTOR SPDR TR$3.2M2.73%62,829Trimmed
12IYEISHARES TR$2.7M2.34%48,308Added
13VHTVANGUARD WORLD FD$2.6M2.23%8,711Trimmed
14IETCISHARES U S ETF TR$2.1M1.75%19,127Added
15VGITVANGUARD SCOTTSDALE FDS$1.8M1.53%30,420Added
16HYMBSPDR SERIES TRUST$1.5M1.28%58,750Added
17MSFTMICROSOFT CORP$1.4M1.23%3,864Trimmed
18AMZNAMAZON COM INC$1.3M1.11%5,476Trimmed
19CSWCSW INDUSTRIALS INC$1.2M1.01%4,231New
20AAPLAPPLE INC$1.0M0.86%3,462Trimmed
21SLVISHARES SILVER TR$998,5420.85%18,675Added
22AMDADVANCED MICRO DEVICES INC$967,2150.83%1,665Hold
23XLKSELECT SECTOR SPDR TR$881,8730.75%4,629Added
24MUMICRON TECHNOLOGY INC$779,1490.67%675Trimmed
25VIGIVANGUARD WHITEHALL FDS$777,8320.66%8,330Added

Source: SEC Form 13F filings · as of 2026-06-30