Artesa Financial Group, LLC: 13F holdings
CIK 21098082026Q2
| Positions | 62 |
|---|---|
| Reported value | $117.1m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVG NUVEEN AMT FREE MUN CR INC F | 1,043,497 | $13.4m | 11.4% |
| INVESCO EXCHANGE TRADED FD T | 65,177 | $12.2m | 10.5% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 117,849 | $10.6m | 9.1% |
| IGSB ISHARES TR | 179,447 | $9.4m | 8.0% |
| VTV VANGUARD INDEX FDS | 37,499 | $8.2m | 7.0% |
| PPA INVESCO EXCHANGE TRADED FD T | 41,759 | $7.4m | 6.3% |
| AMPLIFY ETF TR | 56,739 | $6.0m | 5.1% |
| BIL SPDR SERIES TRUST | 62,547 | $5.7m | 4.9% |
| AMLP ALPS ETF TR | 90,035 | $4.7m | 4.0% |
| GLD SPDR GOLD TR | 9,870 | $3.6m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109808")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.