Arista Wealth Management, LLC Top Holdings and 13F Report (2026) About Arista Wealth Management, LLCInvestment ActivityArista Wealth Management, LLC has $821.55 million in total holdings as of March 31, 2026.Arista Wealth Management, LLC owns shares of 253 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 8.06% of the portfolio was purchased this quarter.About 4.65% of the portfolio was sold this quarter.This quarter, Arista Wealth Management, LLC has purchased 248 new stocks and bought additional shares in 84 stocks.Arista Wealth Management, LLC sold shares of 47 stocks and completely divested from 40 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $93,344,498Dimensional US Small Cap Value ETF $73,704,387Vanguard S&P 500 Growth ETF $73,370,065Vanguard Intermediate-Term Corporate Bond ETF $48,828,139Dimensional International Core Equity Market ETF $40,676,269 Largest New Holdings this Quarter 808524755 - Schwab Fundamental International Equity ETF $2,245,104 Holding86333M108 - Stride $1,539,280 Holding609839105 - Monolithic Power Systems $1,419,168 Holding45337C102 - Incyte $1,416,882 Holding19247G107 - Coherent $1,344,241 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 271,038 shares (about $7.90M)Dimensional U.S. Equity ETF 75,622 shares (about $5.36M)Schwab Fundamental International Equity ETF 45,884 shares (about $2.25M)Stride 17,458 shares (about $1.54M)Meta Platforms 2,595 shares (about $1.48M) Largest Sales this Quarter Vanguard S&P 500 Growth ETF 10,819 shares (about $4.41M)Dimensional US Core Equity Market ETF 75,334 shares (about $3.40M)Dimensional International Core Equity Market ETF 42,126 shares (about $1.64M)Vanguard S&P 500 ETF 1,416 shares (about $846.14K)The Goldman Sachs Group 892 shares (about $754.64K) 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$93,344,498$3,399,071 ▼-3.5%2,068,80511.4%ETFDFSVDimensional US Small Cap Value ETF$73,704,387$850,386 ▲1.2%2,103,4369.0%ETFVOOGVanguard S&P 500 Growth ETF$73,370,065$4,410,806 ▼-5.7%179,9658.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$48,828,139$1,064,248 ▲2.2%590,0685.9%ETFDFAIDimensional International Core Equity Market ETF$40,676,269$1,641,229 ▼-3.9%1,044,0525.0%ETFVGSHVanguard Short-Term Treasury ETF$34,866,946$923,820 ▲2.7%595,6094.2%ETFVGITVanguard Intermediate-Term Treasury ETF$26,645,878$686,492 ▲2.6%447,4543.2%ETFVUGVanguard Growth ETF$21,487,0100.0%49,1932.6%ETFDFAEDimensional Emerging Core Equity Market ETF$20,860,556$739,333 ▼-3.4%616,0832.5%ETFAAPLApple$18,622,689$177,654 ▼-0.9%73,3782.3%Computer and TechnologyVOOVanguard S&P 500 ETF$17,351,322$846,144 ▼-4.6%29,0372.1%ETFSPYSPDR S&P 500 ETF Trust$17,297,093$7,804 ▲0.0%26,5972.1%FinanceJPMJPMorgan Chase & Co.$11,891,418$530,370 ▲4.7%40,4251.4%FinanceNVDANVIDIA$10,761,701$309,386 ▼-2.8%61,7071.3%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$9,366,137$7,895,335 ▲536.8%321,5291.1%ETFAMZNAmazon.com$9,333,238$1,046,144 ▲12.6%44,8131.1%Retail/WholesaleDFACDimensional U.S. Core Equity 2 ETF$9,074,771$12,474 ▼-0.1%233,5251.1%ETFAVGOBroadcom$8,942,053$656,780 ▲7.9%28,8911.1%Computer and TechnologyMSFTMicrosoft$8,839,582$379,791 ▲4.5%23,8801.1%Computer and TechnologyGBANK FINL HLDGS INC$7,902,1210.0%295,2961.0%COMCOSTCostco Wholesale$7,424,077$1,396,934 ▲23.2%7,4510.9%Retail/WholesaleGOOGLAlphabet$7,327,604$322,930 ▲4.6%25,4820.9%Computer and TechnologyDFUSDimensional U.S. Equity ETF$7,052,854$5,362,359 ▲317.2%99,4620.9%ETFVTIVanguard Total Stock Market ETF$5,730,282$1,925 ▼0.0%17,8620.7%ETFXOMExxonMobil$5,623,504$38,513 ▲0.7%33,1460.7%EnergyIVViShares Core S&P 500 ETF$5,517,106$41,153 ▲0.8%8,4460.7%ETFVXUSVanguard Total International Stock ETF$5,361,930$98,007 ▼-1.8%69,5360.7%ETFLLYEli Lilly and Company$5,332,826$40,470 ▲0.8%5,7980.6%MedicalMETAMeta Platforms$4,330,270$1,484,615 ▲52.2%7,5690.5%Computer and TechnologyRTXRTX$4,103,176$74,845 ▲1.9%21,2710.5%AerospaceIEURiShares Core MSCI Europe ETF$3,560,2300.0%50,6650.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$3,243,456$89,205 ▲2.8%95,4800.4%ETFAXPAmerican Express$3,213,853$14,217 ▼-0.4%10,6250.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$2,981,872$85,869 ▲3.0%30,0380.4%FinanceNOCNorthrop Grumman$2,964,333$90,056 ▲3.1%4,3450.4%AerospaceKOCocaCola$2,916,346$81,449 ▼-2.7%38,3480.4%Consumer StaplesLAM RESEARCH CORP$2,901,503$601,239 ▼-17.2%13,5800.4%COM NEWSPLGSPDR Portfolio S&P 500 ETF$2,702,551$146,651 ▼-5.1%35,3090.3%ETFBLACKROCK INC$2,634,124$12,502 ▲0.5%2,7390.3%COMVBRVanguard Small-Cap Value ETF$2,567,936$135,783 ▼-5.0%11,8200.3%ETFCDNSCadence Design Systems$2,553,347$6,669 ▲0.3%9,1890.3%Computer and TechnologyNEENextEra Energy$2,518,5340.0%27,1160.3%UtilitiesABBVAbbVie$2,500,911$18,052 ▲0.7%11,4990.3%MedicalLMTLockheed Martin$2,494,925$201,867 ▼-7.5%4,1280.3%AerospaceGSThe Goldman Sachs Group$2,469,509$754,643 ▼-23.4%2,9190.3%FinanceADPAutomatic Data Processing$2,386,111$3,454 ▲0.1%11,7440.3%Computer and TechnologyJNJJohnson & Johnson$2,325,358$356,149 ▼-13.3%9,5130.3%MedicalVVisa$2,297,024$3,325 ▲0.1%7,6000.3%Business ServicesFNDFSchwab Fundamental International Equity ETF$2,245,104$2,245,104 ▲New Holding45,8840.3%ETFCSXCSX$2,078,966$4,269 ▲0.2%50,6450.3%TransportationADBEAdobe$2,060,832$1,474,523 ▲251.5%8,4780.3%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$2,056,242$419,083 ▲25.6%67,8180.3%ETFWALMART INC$2,051,315$12,428 ▼-0.6%16,5060.2%COMCSCOCisco Systems$2,011,210$11,406 ▲0.6%25,9210.2%Computer and TechnologyGPIGroup 1 Automotive$2,006,9240.0%6,0700.2%Retail/WholesaleCVXChevron$1,999,059$19,242 ▲1.0%9,6620.2%EnergyFFord Motor$1,958,661$612 ▲0.0%169,7280.2%Auto/Tires/TrucksTMOThermo Fisher Scientific$1,902,221$505,784 ▲36.2%3,8700.2%MedicalUSIGiShares Broad USD Investment Grade Corporate Bond ETF$1,887,2620.0%36,8390.2%ManufacturingDFCFDimensional Core Fixed Income ETF$1,819,1720.0%43,0880.2%ETFIDEViShares Core MSCI International Developed Markets ETF$1,738,757$19,388 ▲1.1%20,8060.2%ETFPFEPfizer$1,730,767$16,202 ▲0.9%61,6370.2%MedicalCOPConocoPhillips$1,594,164$348,480 ▼-17.9%12,0770.2%EnergyWFCWells Fargo & Company$1,591,667$493,828 ▲45.0%19,9930.2%FinancePMPhilip Morris International$1,576,682$7,936 ▲0.5%9,5360.2%Consumer StaplesCBChubb$1,555,0120.0%4,7710.2%FinanceIXUSiShares Core MSCI Total International Stock ETF$1,546,027$3,032 ▼-0.2%17,8440.2%ManufacturingSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,541,950$284,212 ▼-15.6%39,1060.2%ETFLRNStride$1,539,280$1,539,280 ▲New Holding17,4580.2%Consumer DiscretionaryORCLOracle$1,532,298$885,455 ▲136.9%10,4160.2%Computer and TechnologyPGProcter & Gamble$1,517,776$15,600 ▲1.0%10,5080.2%Consumer StaplesGOOGAlphabet$1,482,823$409,074 ▼-21.6%5,1690.2%Computer and TechnologyAMDAdvanced Micro Devices$1,462,051$1,083,875 ▲286.6%7,1870.2%Computer and TechnologyMCDMcDonald's$1,446,727$56,875 ▼-3.8%4,6550.2%Retail/WholesaleURIUnited Rentals$1,441,8200.0%1,9790.2%ConstructionISRGIntuitive Surgical$1,425,381$506,628 ▲55.1%3,0920.2%MedicalMPWRMonolithic Power Systems$1,419,168$1,419,168 ▲New Holding1,2980.2%Computer and TechnologyINCYIncyte$1,416,882$1,416,882 ▲New Holding15,0540.2%MedicalHLTHilton Worldwide$1,413,364$5,473 ▲0.4%4,6480.2%Consumer DiscretionaryEWJiShares MSCI Japan ETF$1,396,7220.0%16,5410.2%ETFMUMicron Technology$1,382,779$219,596 ▲18.9%4,0930.2%Computer and TechnologyGMGeneral Motors$1,382,720$413,922 ▲42.7%18,5600.2%Auto/Tires/TrucksHDHome Depot$1,357,000$13,813 ▲1.0%4,1260.2%Retail/WholesaleCOHRCoherent$1,344,241$1,344,241 ▲New Holding5,6430.2%Business ServicesATIATI$1,341,287$1,341,287 ▲New Holding9,2210.2%Basic MaterialsIWFiShares Russell 1000 Growth ETF$1,311,6060.0%3,0760.2%ETFMSMorgan Stanley$1,296,318$513,623 ▲65.6%7,8770.2%FinanceHONHoneywell International$1,253,336$7,911 ▲0.6%5,5450.2%Multi-Sector ConglomeratesNFLXNetflix$1,250,527$1,250,527 ▲New Holding13,0060.2%Consumer DiscretionaryMCKMcKesson$1,239,196$1,239,196 ▲New Holding1,4320.2%MedicalBRK.BBerkshire Hathaway$1,187,771$31,623 ▼-2.6%2,4790.1%FinanceICEIntercontinental Exchange$1,169,8490.0%7,4380.1%FinanceWMBWilliams Companies$1,155,9650.0%15,8830.1%EnergyBARRICK MNG CORP$1,146,199$860,669 ▲301.4%28,1000.1%COM SHSALLAllstate$1,134,979$1,134,979 ▲New Holding5,4740.1%FinanceFNDESchwab Fundamental Emerging Markets Equity ETF$1,122,587$1,122,587 ▲New Holding29,3410.1%ETFCCitigroup$1,121,965$772,095 ▲220.7%9,8930.1%Financial ServicesADIAnalog Devices$1,111,899$3,181 ▲0.3%3,4950.1%Computer and TechnologyGILDGilead Sciences$1,099,769$4,739 ▲0.4%7,8910.1%MedicalCIENCiena$1,071,515$1,071,515 ▲New Holding2,7600.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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