account_balance
Investment manager · 13F filer · SEC CIK 2109808
Artesa Financial Group, LLC
Reported value$124Mas of Sep 30, 2026
Positions64 7 new, 5 sold out
Top 10 weight66.1%NVG alone is 10%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVGNuveen Amt Free Mun Cr Inc F
9.6%Added +7%
SPHQInvesco Exchange Traded Fd T
8.3%Added +4%
PSIInvesco Exchange Traded Fd T
8.0%
IGSBiShares Tr
7.8%Added +5%
VTVVanguard Index FDS
7.0%Added +7%
XOMExxonmobil Holdings Corp
5.9%New
HACKAmplify ETF Tr
5.5%
PPAInvesco Exchange Traded Fd T
5.3%
BILSPDR Series Trust
4.9%Added +6%
AMLPAlps ETF Tr
3.9%Added +3%
GLDSPDR Gold Tr
3.1%
IYEiShares Tr
2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVG Nuveen Amt Free Mun Cr Inc F 9.6% Added +7%
SPHQ Invesco Exchange Traded Fd T 8.3% Added +4%
PSI Invesco Exchange Traded Fd T 8.0% Held
IGSB iShares Tr 7.8% Added +5%
VTV Vanguard Index FDS 7.0% Added +7%
XOM Exxonmobil Holdings Corp 5.9% NewHACK Amplify ETF Tr 5.5% Held
PPA Invesco Exchange Traded Fd T 5.3% Held
BIL SPDR Series Trust 4.9% Added +6%
AMLP Alps ETF Tr 3.9% Added +3%
GLD SPDR Gold Tr 3.1% HeldIYE iShares Tr 2.5% Held
What changed