Arista Wealth Management, LLC Top Holdings and 13F Report (2026) About Arista Wealth Management, LLCInvestment ActivityArista Wealth Management, LLC has $934.64 million in total holdings as of September 30, 2026.Arista Wealth Management, LLC owns shares of 265 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 13.00% of the portfolio was purchased this quarter.About 12.39% of the portfolio was sold this quarter.This quarter, Arista Wealth Management, LLC has purchased 266 new stocks and bought additional shares in 111 stocks.Arista Wealth Management, LLC sold shares of 60 stocks and completely divested from 38 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $113,553,665Vanguard S&P 500 Growth ETF $88,525,481DFA INVT DIMENSIONS GROUP IN $78,718,953Vanguard Intermediate-Term Corporate Bond ETF $49,550,829Dimensional International Core Equity Market ETF $45,100,802 Largest New Holdings this Quarter 25239Y170 - DFA INVT DIMENSIONS GROUP IN $78,718,953 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $5,754,837 Holding573874104 - Marvell Technology $671,886 Holding464288638 - iShares 5-10 Year Investment Grade Corporate Bond ETF $585,809 Holding038222105 - Applied Materials $497,066 Holding Largest Purchases this Quarter DFA INVT DIMENSIONS GROUP IN 2,100,853 shares (about $78.72M)Avantis U.S. Small Cap Value ETF 51,289 shares (about $6.04M)EXXONMOBIL HOLDINGS CORP 35,360 shares (about $5.75M)Schwab U.S. Large-Cap Growth ETF 98,794 shares (about $3.55M)Dimensional US Core Equity Market ETF 63,925 shares (about $3.35M) Largest Sales this Quarter Vanguard S&P 500 Growth ETF 18,975 shares (about $1.62M)Incyte 11,029 shares (about $1.34M)Adobe 3,301 shares (about $792.04K)Meta Platforms 1,042 shares (about $755.61K)Valero Energy 1,597 shares (about $619.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArista Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$113,553,665$3,347,113 ▲3.0%2,168,71012.1%ETFVOOGVanguard S&P 500 Growth ETF$88,525,481$1,621,983 ▼-1.8%1,035,6289.5%ETFDFA INVT DIMENSIONS GROUP IN$78,718,953$78,718,953 ▲New Holding2,100,8538.4%U.S. SML CP VALVCITVanguard Intermediate-Term Corporate Bond ETF$49,550,829$1,535,033 ▲3.2%632,7525.3%ETFDFAIDimensional International Core Equity Market ETF$45,100,802$474,870 ▲1.1%1,088,6034.8%ETFVGSHVanguard Short-Term Treasury ETF$36,184,904$832,835 ▲2.4%628,6473.9%ETFVGITVanguard Intermediate-Term Treasury ETF$27,551,864$1,043,053 ▲3.9%486,2672.9%ETFVUGVanguard Growth ETF$26,596,6870.0%295,1582.8%ETFDFAEDimensional Emerging Core Equity Market ETF$25,475,277$388,461 ▲1.5%648,0612.7%ETFAAPLApple$24,070,106$245,770 ▲1.0%72,2782.6%TechnologySPYSPDR S&P 500 ETF Trust$20,162,412$86,177 ▼-0.4%26,4382.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$20,083,375$3,549,671 ▲21.5%558,9582.1%ETFVOOVanguard S&P 500 ETF$19,881,465$37,847 ▼-0.2%28,3672.1%ETFNVDANVIDIA$14,668,173$18,727 ▲0.1%64,2271.6%TechnologyJPMJPMorgan Chase & Co.$13,098,221$292,123 ▼-2.2%39,5921.4%FinanceMSFTMicrosoft$12,422,585$361,086 ▼-2.8%24,2201.3%TechnologyAMZNAmazon.com$11,328,145$245,165 ▲2.2%45,4671.2%Consumer DiscretionaryDFACDimensional U.S. Core Equity 2 ETF$10,381,132$445 ▲0.0%233,5461.1%ETFAVGOBroadcom$9,809,793$12,643 ▲0.1%27,9331.0%TechnologyGOOGLAlphabet$8,203,285$105,289 ▲1.3%23,8410.9%Communication ServicesDFUSDimensional U.S. Equity ETF$7,635,112$439,229 ▼-5.4%91,9560.8%ETFCOSTCostco Wholesale$6,971,823$139,291 ▲2.0%7,6580.7%Consumer StaplesAVUVAvantis U.S. Small Cap Value ETF$6,742,906$6,040,292 ▲859.7%57,2550.7%ETFVTIVanguard Total Stock Market ETF$6,628,972$51,271 ▼-0.8%17,7130.7%ETFLLYEli Lilly and Company$6,444,939$330,925 ▼-4.9%5,5700.7%HealthcareIVViShares Core S&P 500 ETF$6,402,6170.0%8,3600.7%ETFVXUSVanguard Total International Stock ETF$5,780,348$99,064 ▼-1.7%68,0360.6%ETFEXXONMOBIL HOLDINGS CORP$5,754,837$5,754,837 ▲New Holding35,3600.6%COM SHSGBANK FINL HLDGS INC$5,368,4810.0%295,2960.6%COMLAM RESEARCH CORP$5,283,755$4,271 ▲0.1%16,0840.6%COM NEWMETAMeta Platforms$4,773,703$755,613 ▼-13.7%6,5830.5%Communication ServicesRTXRTX$4,040,346$12,810 ▲0.3%21,7630.4%IndustrialsMUMicron Technology$4,000,553$816,939 ▲25.7%3,7560.4%TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$3,761,602$100,176 ▲2.7%101,6100.4%ETFIEURiShares Core MSCI Europe ETF$3,738,875$4,864 ▲0.1%50,7310.4%ETFAXPAmerican Express$3,477,080$100,049 ▲3.0%11,4340.4%FinanceKOCoca-Cola$3,303,980$11,793 ▲0.4%38,3830.4%Consumer StaplesAMDAdvanced Micro Devices$3,192,775$360,327 ▲12.7%5,2190.3%TechnologySPLGSPDR Portfolio S&P 500 ETF$3,129,395$39,943 ▼-1.3%34,8640.3%ETFABBVAbbVie$3,101,169$10,464 ▲0.3%11,8550.3%HealthcareADPAutomatic Data Processing$3,029,322$1,290 ▼0.0%11,7390.3%IndustrialsBLACKROCK INC$2,945,221$53,973 ▲1.9%2,7830.3%COMCDNSCadence Design Systems$2,906,949$334,477 ▲13.0%8,8040.3%TechnologyCSCOCisco Systems$2,773,625$9,256 ▲0.3%25,7700.3%TechnologyAGGiShares Core U.S. Aggregate Bond ETF$2,717,363$147,861 ▼-5.2%28,7430.3%ETFJNJJohnson & Johnson$2,582,783$11,384 ▲0.4%9,7560.3%HealthcareLMTLockheed Martin$2,524,068$328,496 ▲15.0%4,9560.3%IndustrialsVBRVanguard Small-Cap Value ETF$2,522,660$207,469 ▼-7.6%10,9190.3%ETFVVisa$2,431,232$367,955 ▼-13.1%6,7660.3%FinanceCSXCSX$2,374,695$9,581 ▲0.4%51,0580.3%IndustrialsCVXChevron$2,314,265$318,153 ▲15.9%11,3330.2%EnergyFFord Motor$2,248,201$201,281 ▲9.8%186,4180.2%Consumer DiscretionaryFNDFSchwab Fundamental International Equity ETF$2,234,645$167,484 ▼-7.0%41,5750.2%ETFNOCNorthrop Grumman$2,106,039$5,318 ▲0.3%4,3560.2%IndustrialsCOPConocoPhillips$2,096,638$515,993 ▲32.6%16,7530.2%EnergyNEENextEra Energy$2,058,463$4,696 ▲0.2%27,1780.2%UtilitiesGOOGAlphabet$2,035,878$169,685 ▲9.1%5,9750.2%Communication ServicesGSThe Goldman Sachs Group$2,009,699$11,705 ▲0.6%2,2320.2%FinanceURIUnited Rentals$1,980,5440.0%1,9790.2%IndustrialsWALMART INC$1,969,846$123,460 ▲6.7%18,9550.2%COMTMOThermo Fisher Scientific$1,929,2930.0%2,8580.2%HealthcarePFFiShares Preferred and Income Securities ETF$1,885,227$171,395 ▼-8.3%63,9060.2%ETFADIAnalog Devices$1,855,599$11,902 ▲0.6%4,6770.2%TechnologyPMPhilip Morris International$1,830,918$9,350 ▲0.5%9,5950.2%Consumer StaplesUSIGiShares Broad USD Investment Grade Corporate Bond ETF$1,794,4280.0%36,8390.2%ETFPFEPfizer$1,763,534$280,665 ▼-13.7%61,8350.2%HealthcareCELESTICA INC$1,753,297$49,516 ▲2.9%4,8510.2%COMDFCFDimensional Core Fixed Income ETF$1,728,6870.0%43,0880.2%ETFINTCIntel$1,709,911$515,426 ▲43.2%14,2220.2%TechnologyIXUSiShares Core MSCI Total International Stock ETF$1,688,567$2,755 ▼-0.2%17,7760.2%ETFEWJiShares MSCI Japan ETF$1,612,0860.0%16,5410.2%ETFBRK.BBerkshire Hathaway$1,603,725$188,205 ▲13.3%3,2210.2%FinanceIDEViShares Core MSCI International Developed Markets ETF$1,555,471$55,121 ▲3.7%17,3830.2%ETFMPWRMonolithic Power Systems$1,554,700$64,667 ▲4.3%1,1540.2%TechnologyCBChubb$1,554,695$2,927 ▲0.2%4,7800.2%FinanceIWFiShares Russell 1000 Growth ETF$1,541,1990.0%12,3040.2%ETFHLTHilton Worldwide$1,478,6220.0%4,6480.2%Consumer DiscretionaryGPIGroup 1 Automotive$1,459,4710.0%6,0700.2%Consumer DiscretionaryCRSCarpenter Technology$1,432,025$631,444 ▲78.9%3,6830.2%IndustrialsATIATI$1,402,696$313,078 ▲28.7%7,4060.2%IndustrialsVLOValero Energy$1,383,768$619,013 ▼-30.9%3,5700.1%EnergyPGProcter & Gamble$1,373,187$3,196 ▲0.2%9,4520.1%Consumer StaplesPANWPalo Alto Networks$1,372,706$1,192 ▲0.1%3,4550.1%TechnologyCOHRCoherent$1,371,154$29,069 ▲2.2%4,7640.1%TechnologyMCKMcKesson$1,284,133$49,521 ▲4.0%1,5040.1%HealthcareMSMorgan Stanley$1,278,004$360,173 ▲39.2%6,7950.1%FinanceGMGeneral Motors$1,228,920$200,200 ▼-14.0%15,9600.1%Consumer DiscretionaryAVGEAvantis All Equity Markets ETF$1,218,735$137,185 ▲12.7%12,3930.1%ETFGILDGilead Sciences$1,181,370$4,173 ▲0.4%7,9260.1%HealthcareCIENCiena$1,179,652$27,442 ▲2.4%3,3530.1%TechnologyHDHome Depot$1,162,995$853 ▲0.1%4,0880.1%Consumer DiscretionaryFNDESchwab Fundamental Emerging Markets Equity ETF$1,145,568$79,470 ▼-6.5%27,3600.1%ETFXLKTechnology Select Sector SPDR Fund$1,139,070$979 ▲0.1%5,8190.1%ETFICEIntercontinental Exchange$1,130,7990.0%7,4380.1%FinanceWMBWilliams Companies$1,083,510$3,942 ▲0.4%15,9410.1%EnergyMCDMcDonald's$1,058,629$17,321 ▼-1.6%4,5840.1%Consumer DiscretionaryADBEAdobe$1,005,349$792,042 ▼-44.1%4,1900.1%TechnologyVONGVanguard Russell 1000 Growth ETF$969,477$5,802 ▲0.6%7,5190.1%ETFMRKMerck & Co., Inc.$956,080$4,214 ▲0.4%6,5800.1%HealthcareCOFCapital One Financial$940,444$4,441 ▲0.5%4,8710.1%FinanceShowing largest 100 holdings. 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