Arista Wealth Management, LLC Top Holdings and 13F Report (2026)

About Arista Wealth Management, LLC

Investment Activity

Arista Wealth Management, LLC has $926.66 million in total holdings as of June 30, 2026.
Arista Wealth Management, LLC owns shares of 266 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 14.66% of the portfolio was purchased this quarter.
About 3.05% of the portfolio was sold this quarter.
This quarter, Arista Wealth Management, LLC has purchased 253 new stocks and bought additional shares in 76 stocks.
Arista Wealth Management, LLC sold shares of 65 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

Dimensional US Core Equity Market ETF: $108,796,330
Vanguard S&P 500 Growth ETF: $87,131,332
Dimensional US Small Cap Value ETF: $83,473,277
Vanguard Intermediate-Term Corporate Bond ETF: $50,676,813
Dimensional International Core Equity Market ETF: $44,432,084

Largest New Holdings this Quarter

025072232 - Avantis All Equity Markets ETF: $1,089,867 Holding
Y2573F102 - Flex: $735,960 Holding
55024U109 - Lumentum: $687,306 Holding
833445109 - Snowflake: $636,250 Holding
438516205 - HONEYWELL INTL INC: $620,768 Holding

Largest Purchases this Quarter

Vanguard S&P 500 Growth ETF: 874,638 shares (about $72.26M)
Vanguard Growth ETF: 245,965 shares (about $21.19M)
Schwab U.S. Large-Cap Growth ETF: 138,635 shares (about $4.69M)
Vanguard Intermediate-Term Corporate Bond ETF: 23,082 shares (about $1.91M)
Dimensional US Small Cap Value ETF: 48,492 shares (about $1.88M)

Largest Sales this Quarter

Advanced Micro Devices: 2,557 shares (about $1.49M)
Micron Technology: 1,104 shares (about $1.27M)
The Goldman Sachs Group: 700 shares (about $707.99K)
Alphabet: 1,947 shares (about $695.80K)
ATI: 3,468 shares (about $683.54K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAU Dimensional US Core Equity Market ETF	$108,796,330	$1,859,806 â–²	1.7%	2,104,785	11.7%	ETF
VOOG Vanguard S&P 500 Growth ETF	$87,131,332	$72,262,618 â–²	486.0%	1,054,603	9.4%	ETF
DFSV Dimensional US Small Cap Value ETF	$83,473,277	$1,881,004 â–²	2.3%	2,151,928	9.0%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$50,676,813	$1,907,726 â–²	3.9%	613,150	5.5%	ETF
DFAI Dimensional International Core Equity Market ETF	$44,432,084	$1,364,922 â–²	3.2%	1,077,141	4.8%	ETF
VGSH Vanguard Short-Term Treasury ETF	$35,745,143	$1,080,715 â–²	3.1%	614,178	3.9%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$27,594,249	$1,203,427 â–²	4.6%	467,858	3.0%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$25,661,183	$888,480 â–²	3.6%	638,179	2.8%	ETF
VUG Vanguard Growth ETF	$25,424,910	$21,187,425 â–²	500.0%	295,158	2.7%	ETF
AAPL Apple	$20,700,699	$531,841 â–¼	-2.5%	71,540	2.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$19,827,490	$34,351 â–¼	-0.2%	26,551	2.1%	Finance
VOO Vanguard S&P 500 ETF	$19,519,865	$423,076 â–¼	-2.1%	28,421	2.1%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$15,571,959	$4,691,411 â–²	43.1%	460,164	1.7%	ETF
JPM JPMorgan Chase & Co.	$13,248,682	$16,367 â–²	0.1%	40,475	1.4%	Finance
NVDA NVIDIA	$12,834,728	$487,818 â–²	4.0%	64,145	1.4%	Computer and Technology
AMZN Amazon.com	$10,602,118	$78,652 â–¼	-0.7%	44,483	1.1%	Retail/Wholesale
AVGO Broadcom	$10,538,092	$375,484 â–¼	-3.4%	27,897	1.1%	Computer and Technology
DFAC Dimensional U.S. Core Equity 2 ETF	$10,359,665	$488 â–²	0.0%	233,536	1.1%	ETF
MSFT Microsoft	$9,297,037	$389,428 â–²	4.4%	24,924	1.0%	Computer and Technology
GBANK FINL HLDGS INC	$8,950,422		0.0%	295,296	1.0%	COM
GOOGL Alphabet	$8,410,763	$695,804 â–¼	-7.6%	23,535	0.9%	Computer and Technology
DFUS Dimensional U.S. Equity ETF	$7,968,363	$181,580 â–¼	-2.2%	97,246	0.9%	ETF
LLY Eli Lilly and Company	$7,023,862	$69,567 â–²	1.0%	5,856	0.8%	Medical
COST Costco Wholesale	$7,021,164	$50,519 â–²	0.7%	7,505	0.8%	Retail/Wholesale
LAM RESEARCH CORP	$6,964,046	$1,079,425 â–²	18.3%	16,071	0.8%	COM NEW
VTI Vanguard Total Stock Market ETF	$6,605,200	$4,440 â–¼	-0.1%	17,850	0.7%	ETF
IVV iShares Core S&P 500 ETF	$6,260,829	$64,406 â–¼	-1.0%	8,360	0.7%	ETF
VXUS Vanguard Total International Stock ETF	$5,916,089	$28,554 â–¼	-0.5%	69,202	0.6%	ETF
XOM ExxonMobil	$5,121,213	$589,531 â–²	13.0%	37,458	0.6%	Energy
META Meta Platforms	$4,294,939	$31,543 â–²	0.7%	7,625	0.5%	Computer and Technology
RTX RTX	$4,115,943	$80,255 â–²	2.0%	21,694	0.4%	Aerospace
IEUR iShares Core MSCI Europe ETF	$3,808,488		0.0%	50,665	0.4%	ETF
AXP American Express	$3,756,281	$162,361 â–²	4.5%	11,105	0.4%	Finance
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$3,643,623	$126,140 â–²	3.6%	98,904	0.4%	ETF
MU Micron Technology	$3,450,173	$1,274,336 â–¼	-27.0%	2,989	0.4%	Computer and Technology
KO CocaCola	$3,108,236	$8,289 â–¼	-0.3%	38,246	0.3%	Consumer Staples
SPLG SPDR Portfolio S&P 500 ETF	$3,102,955		0.0%	35,309	0.3%	ETF
CSCO Cisco Systems	$3,016,843	$27,838 â–¼	-0.9%	25,684	0.3%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$2,999,787	$26,626 â–²	0.9%	30,307	0.3%	Finance
ABBV AbbVie	$2,973,120	$79,518 â–²	2.7%	11,815	0.3%	Medical
CDNS Cadence Design Systems	$2,924,118	$524,697 â–¼	-15.2%	7,791	0.3%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$2,871,459	$729 â–¼	0.0%	11,817	0.3%	ETF
AMD Advanced Micro Devices	$2,689,613	$1,485,387 â–¼	-35.6%	4,630	0.3%	Computer and Technology
V Visa	$2,672,671	$65,187 â–²	2.5%	7,790	0.3%	Business Services
ADP Automatic Data Processing	$2,630,031		0.0%	11,744	0.3%	Computer and Technology
BLACKROCK INC	$2,626,982	$6,731 â–¼	-0.3%	2,732	0.3%	COM
JNJ Johnson & Johnson	$2,466,811	$50,794 â–²	2.1%	9,713	0.3%	Medical
CSX CSX	$2,416,982	$9,839 â–²	0.4%	50,852	0.3%	Transportation
NEE NextEra Energy	$2,379,971		0.0%	27,116	0.3%	Utilities
F Ford Motor	$2,359,219		0.0%	169,728	0.3%	Auto/Tires/Trucks
FNDF Schwab Fundamental International Equity ETF	$2,357,923	$62,943 â–¼	-2.6%	44,691	0.3%	ETF
GS The Goldman Sachs Group	$2,244,320	$707,987 â–¼	-24.0%	2,219	0.2%	Finance
URI United Rentals	$2,241,989		0.0%	1,979	0.2%	Construction
NOC Northrop Grumman	$2,212,952		0.0%	4,345	0.2%	Aerospace
LMT Lockheed Martin	$2,196,405	$93,236 â–²	4.4%	4,311	0.2%	Aerospace
PFF iShares Preferred and Income Securities ETF	$2,125,641	$57,870 â–²	2.8%	69,716	0.2%	ETF
WALMART INC	$2,012,306	$142,822 â–²	7.6%	17,767	0.2%	COM
INCY Incyte	$2,009,419	$302,898 â–²	17.7%	17,726	0.2%	Medical
GOOG Alphabet	$1,935,012	$108,816 â–²	6.0%	5,477	0.2%	Computer and Technology
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$1,889,472		0.0%	36,839	0.2%	Manufacturing
ADI Analog Devices	$1,845,801	$457,578 â–²	33.0%	4,647	0.2%	Computer and Technology
COHR Coherent	$1,839,450	$386,588 â–¼	-17.4%	4,663	0.2%	Business Services
DFCF Dimensional Core Fixed Income ETF	$1,818,741		0.0%	43,088	0.2%	ETF
GPI Group 1 Automotive	$1,767,402		0.0%	6,070	0.2%	Retail/Wholesale
PM Philip Morris International	$1,726,967	$1,809 â–²	0.1%	9,546	0.2%	Consumer Staples
PFE Pfizer	$1,725,958	$241,739 â–²	16.3%	71,676	0.2%	Medical
CELESTICA INC	$1,719,667	$407,482 â–²	31.1%	4,714	0.2%	COM
IXUS iShares Core MSCI Total International Stock ETF	$1,699,334	$3,722 â–¼	-0.2%	17,805	0.2%	Manufacturing
CB Chubb	$1,625,671		0.0%	4,771	0.2%	Finance
CVX Chevron	$1,620,276	$18,731 â–²	1.2%	9,775	0.2%	Energy
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$1,608,432	$78,601 â–¼	-4.7%	37,284	0.2%	ETF
CIEN Ciena	$1,606,584	$252,638 â–²	18.7%	3,275	0.2%	Computer and Technology
EWJ iShares MSCI Japan ETF	$1,542,779		0.0%	16,541	0.2%	ETF
HLT Hilton Worldwide	$1,535,978		0.0%	4,648	0.2%	Consumer Discretionary
ADBE Adobe	$1,535,805	$202,355 â–¼	-11.6%	7,491	0.2%	Computer and Technology
MPWR Monolithic Power Systems	$1,528,894	$265,414 â–¼	-14.8%	1,106	0.2%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$1,527,788	$1,145,841 â–²	300.0%	12,304	0.2%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$1,492,471	$359,521 â–¼	-19.4%	16,767	0.2%	ETF
HD Home Depot	$1,440,698	$14,460 â–¼	-1.0%	4,085	0.2%	Retail/Wholesale
TMO Thermo Fisher Scientific	$1,432,887	$507,376 â–¼	-26.1%	2,858	0.2%	Medical
GM General Motors	$1,430,605		0.0%	18,560	0.2%	Auto/Tires/Trucks
BRK.B Berkshire Hathaway	$1,422,436	$182,120 â–²	14.7%	2,843	0.2%	Finance
INTC Intel	$1,387,224	$503,645 â–²	57.0%	9,935	0.1%	Computer and Technology
PG Procter & Gamble	$1,382,815	$158,078 â–¼	-10.3%	9,430	0.1%	Consumer Staples
LRN Stride	$1,378,727	$126,860 â–¼	-8.4%	15,987	0.1%	Consumer Discretionary
VLO Valero Energy	$1,345,693	$418,006 â–²	45.1%	5,167	0.1%	Energy
COP ConocoPhillips	$1,313,015	$57,490 â–²	4.6%	12,630	0.1%	Energy
WFC Wells Fargo & Company	$1,305,003	$347,263 â–¼	-21.0%	15,791	0.1%	Finance
CRS Carpenter Technology	$1,270,075	$9,869 â–²	0.8%	2,059	0.1%	Basic Materials
MCD McDonald's	$1,259,374	$1,081 â–²	0.1%	4,659	0.1%	Retail/Wholesale
WMB Williams Companies	$1,180,742		0.0%	15,883	0.1%	Energy
PANW Palo Alto Networks	$1,177,201	$682 â–²	0.1%	3,452	0.1%	Computer and Technology
AMKR Amkor Technology	$1,176,353	$13,538 â–²	1.2%	13,642	0.1%	Computer and Technology
FNDE Schwab Fundamental Emerging Markets Equity ETF	$1,160,941	$3,293 â–¼	-0.3%	29,258	0.1%	ETF
ATI ATI	$1,133,916	$683,543 â–¼	-37.6%	5,753	0.1%	Basic Materials
SPOT Spotify Technology	$1,119,818	$428,368 â–²	62.0%	2,439	0.1%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$1,107,683		0.0%	5,814	0.1%	ETF
TTWO Take-Two Interactive Software	$1,097,162	$750 â–¼	-0.1%	4,389	0.1%	Consumer Discretionary
MCK McKesson	$1,092,598	$10,578 â–²	1.0%	1,446	0.1%	Medical
AVGE Avantis All Equity Markets ETF	$1,089,867	$1,089,867 â–²	New Holding	10,998	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Arista Wealth Management, LLC Top Holdings and 13F Report (2026)

About Arista Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Arista Wealth Management, LLC Top Holdings and 13F Report (2026)

About Arista Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofArista Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools