Arista Wealth Management, LLC

CIK 0001964758 · LAS VEGAS, NV · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

Arista Wealth Management, LLC reported 266 positions worth $926.7M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: DFAU (11.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$926.7M
2026 Q2
Positions
266
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
55.0%
Est. Net Flow (Q)
2026 Q2
10 / 266 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFAUDIMENSIONAL ETF TRUSTSH$108.8M11.74%2,104,785
2VOOGVANGUARD ADMIRAL FDS INCSH$87.1M9.40%1,054,603
3DFSVDIMENSIONAL ETF TRUSTSH$83.5M9.01%2,151,928
4VCITVANGUARD SCOTTSDALE FDSSH$50.7M5.47%613,150
5DFAIDIMENSIONAL ETF TRUSTSH$44.4M4.79%1,077,141
6VGSHVANGUARD SCOTTSDALE FDSSH$35.7M3.86%614,178
7VGITVANGUARD SCOTTSDALE FDSSH$27.6M2.98%467,858
8DFAEDIMENSIONAL ETF TRUSTSH$25.7M2.77%638,179
9VUGVANGUARD INDEX FDSSH$25.4M2.74%295,158
10AAPLAPPLE INCSH$20.7M2.23%71,540

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Arista Wealth Management, LLC hold as of Q2 2026?

Arista Wealth Management, LLC reported 266 positions worth $926.7M in its Q2 2026 13F filing. Largest positions: DFAU (11.7%), VOOG (9.4%), DFSV (9.0%), VCIT (5.5%) and DFAI (4.8%).

What did Arista Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Arista Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.