CIK 2109808
Artesa Financial Group, LLC
Institutional 13F holdings & portfolio
Holdings
48
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–48 of 48
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVG | NUVEEN AMT FREE MUN CR INC F | 1.1M | $1M+ | SH |
| IGSB | ISHARES TR | 164K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 96K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 52K | $1M+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 40K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 32K | $1M+ | SH |
| PSI | INVESCO EXCHANGE TRADED FD T | 64K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 49K | $1M+ | SH |
| HACK | AMPLIFY ETF TR | 55K | $1M+ | SH |
| GLD | SPDR GOLD TR | 9K | $1M+ | SH |
| AMLP | ALPS ETF TR | 72K | $1M+ | SH |
| XLB | SELECT SECTOR SPDR TR | 65K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 9K | $1M+ | SH |
| IYE | ISHARES TR | 46K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| IETC | ISHARES U S ETF TR | 17K | $1M+ | SH |
| HYMB | SPDR SERIES TRUST | 57K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| AAPL | APPLE INC | 4K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 14K | $500K+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 8K | $500K+ | SH |
| SHEL | SHELL PLC | 10K | $500K+ | SH |
| DBP | INVESCO DB MULTI-SECTOR COMM | 7K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 19K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 9K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 3K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 7K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 22K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 27K | $100K–$500K | SH |
| TRGP | TARGA RES CORP | 1K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 788 | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 851 | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| PFE | PFIZER INC | 9K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| NXP | NUVEEN SELECT TAX-FREE INCOM | 16K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| NMS | NUVEEN MINN QUALITY MUN INM | 12K | $100K–$500K | SH |