Arista Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1964758
Institutional-grade research for retail investors
13F Reported Value
ⓘ$926.7M
Holdings
266
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Arista Wealth Management, LLC disclosed 266 positions worth $926.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 43 new positions and exited 30. The portfolio is most concentrated in Other (68.4% of disclosed assets). All figures are sourced directly from Arista Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1964758.
AI Fund Analysis
StableDIMENSIONAL ETF TRUST - US
11.7% weight
Held 10 quarters
VANGUARD ADMIRAL FDS INC -
9.4% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - US
9.0% weight
Held 10 quarters
VANGUARD SCOTTSDALE FDS -
5.5% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - IN
4.8% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - US
9 quarters accumulating
VANGUARD SCOTTSDALE FDS -
9 quarters accumulating
VANGUARD SCOTTSDALE FDS -
6 quarters accumulating
VANGUARD SCOTTSDALE FDS -
5 quarters accumulating
DIMENSIONAL ETF TRUST - WO
4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
DIMENSIONAL ETF TRUST - US CORE EQT MKT
—Quality
$108.8M2,104,785 shVANGUARD ADMIRAL FDS INC - 500 GRTH IDX F
—Quality
$87.1M1,054,603 shDIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$83.5M2,151,928 shVANGUARD SCOTTSDALE FDS - INT-TERM CORP
—Quality
$50.7M613,150 shDIMENSIONAL ETF TRUST - INTL CORE EQT MK
—Quality
$44.4M1,077,141 shVANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
—Quality
$35.7M614,178 shVANGUARD SCOTTSDALE FDS - INTER TERM TREAS
—Quality
$27.6M467,858 shDIMENSIONAL ETF TRUST - EMGR CRE EQT MNG
—Quality
$25.7M638,179 shVANGUARD INDEX FDS - GROWTH ETF
—Quality
$25.4M295,158 sh- 76.1
Quality
$20.7M71,540 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $108.8M | 2,104,785 |
| VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $87.1M | 1,054,603 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $83.5M | 2,151,928 |
| VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $50.7M | 613,150 |
| DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $44.4M | 1,077,141 |
| VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $35.7M | 614,178 |
| VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $27.6M | 467,858 |
| DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $25.7M | 638,179 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $25.4M | 295,158 |
 Apple Inc.$AAPL | 76.1 | $20.7M | 71,540 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Arista Wealth Management, LLC's 266 positions.
Showing top 10 of 266 holdings.
Sector Allocation
Other
$633.7M
Technology
$117.7M
Financials
$47.2M
Industrials
$31.1M
Consumer Discretionary
$30.4M
Healthcare
$23.2M
Energy
$16.0M
Consumer Staples
$10.4M
Full Holdings — Arista Wealth Management, LLC (Q2 2026)
All 266 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $108.8M | 11.7% | +2% | — |
| 2 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $87.1M | 9.4% | +486% | — |
| 3 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $83.5M | 9.0% | +2% | — |
| 4 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $50.7M | 5.5% | +4% | — |
| 5 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $44.4M | 4.8% | +3% | — |
| 6 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $35.7M | 3.9% | +3% | — |
| 7 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $27.6M | 3.0% | +5% | — |
| 8 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $25.7M | 2.8% | +4% | — |
| 9 | — | VANGUARD INDEX FDS - GROWTH ETF | $25.4M | 2.7% | +500% | — |
| 10 | $AAPL | Apple Inc. | $20.7M | 2.2% | -3% | 76.1 |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $19.8M | 2.1% | -0% | — |
| 12 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $19.5M | 2.1% | -2% | — |
| 13 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $15.6M | 1.7% | +43% | — |
| 14 |  $JPM | JPMORGAN CHASE & CO | $13.2M | 1.4% | +0% | 35.6 |
| 15 |  $NVDA | NVIDIA CORP | $12.8M | 1.4% | +4% | 90.2 |
| 16 |  $AMZN | AMAZON COM INC | $10.6M | 1.1% | -1% | 74.6 |
| 17 |  $AVGO | Broadcom Inc. | $10.5M | 1.1% | -3% | 86.4 |
| 18 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $10.4M | 1.1% | +0% | — |
| 19 |  $MSFT | MICROSOFT CORP | $9.3M | 1.0% | +4% | 83.7 |
| 20 |  $GBFH | GBank Financial Holdings Inc. | $9.0M | 1.0% | +0% | 35.5 |
| 21 |  $GOOG | Alphabet Inc. | $8.4M | 0.9% | -8% | 80.2 |
| 22 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $8.0M | 0.9% | -2% | — |
| 23 |  $LLY | ELI LILLY & Co | $7.0M | 0.8% | +1% | 89.3 |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $7.0M | 0.8% | +1% | 67 |
| 25 |  $LRCX | LAM RESEARCH CORP | $7.0M | 0.8% | +18% | 82.4 |
| 26 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $6.6M | 0.7% | -0% | — |
| 27 | — | ISHARES TR - CORE S&P500 ETF | $6.3M | 0.7% | -1% | — |
| 28 | — | VANGUARD STAR FDS - VG TL INTL STK F | $5.9M | 0.6% | -0% | — |
| 29 |  $XOM | EXXON MOBIL CORP | $5.1M | 0.6% | +13% | 61.8 |
| 30 |  $META | Meta Platforms, Inc. | $4.3M | 0.5% | +1% | 80.9 |
| 31 |  $RTX | RTX Corp | $4.1M | 0.4% | +2% | 70 |
| 32 | — | ISHARES TR - CORE MSCI EURO | $3.8M | 0.4% | +0% | — |
| 33 |  $AXP | AMERICAN EXPRESS CO | $3.8M | 0.4% | +5% | 73.2 |
| 34 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $3.6M | 0.4% | +4% | — |
| 35 |  $MU | MICRON TECHNOLOGY INC | $3.5M | 0.4% | -27% | 88.4 |
| 36 |  $KO | COCA COLA CO | $3.1M | 0.3% | -0% | 74 |
| 37 | — | SPDR SERIES TRUST - ST STR P500ETF | $3.1M | 0.3% | +0% | — |
| 38 |  $CSCO | CISCO SYSTEMS, INC. | $3.0M | 0.3% | -1% | 72.3 |
| 39 | — | ISHARES TR - CORE US AGGBD ET | $3.0M | 0.3% | +1% | — |
| 40 |  $ABBV | AbbVie Inc. | $3.0M | 0.3% | +3% | 59.3 |
| 41 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $2.9M | 0.3% | -15% | 74.4 |
| 42 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $2.9M | 0.3% | -0% | — |
| 43 |  $AMD | ADVANCED MICRO DEVICES INC | $2.7M | 0.3% | -36% | 78.8 |
| 44 |  $V | VISA INC. | $2.7M | 0.3% | +3% | 83.5 |
| 45 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.6M | 0.3% | +0% | 77.9 |
| 46 |  $BLK | BlackRock, Inc. | $2.6M | 0.3% | -0% | 70.3 |
| 47 |  $JNJ | JOHNSON & JOHNSON | $2.5M | 0.3% | +2% | 72.8 |
| 48 |  $CSX | CSX CORP | $2.4M | 0.3% | +0% | 66.4 |
| 49 |  $NEE | NEXTERA ENERGY INC | $2.4M | 0.3% | +0% | 71.7 |
| 50 |  $F | FORD MOTOR CO | $2.4M | 0.3% | +0% | 58.5 |
| 51 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $2.4M | 0.3% | -3% | — |
| 52 |  $GS | GOLDMAN SACHS GROUP INC | $2.2M | 0.2% | -24% | — |
| 53 |  $URI | UNITED RENTALS, INC. | $2.2M | 0.2% | +0% | 70.7 |
| 54 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $2.2M | 0.2% | +0% | 60.5 |
| 55 |  $LMT | LOCKHEED MARTIN CORP | $2.2M | 0.2% | +4% | 65 |
| 56 | — | ISHARES TR - PFD AND INCM SEC | $2.1M | 0.2% | +3% | — |
| 57 |  $WMT | Walmart Inc. | $2.0M | 0.2% | +8% | 63.2 |
| 58 |  $INCY | INCYTE CORP | $2.0M | 0.2% | +18% | 81.2 |
| 59 |  $GOOGL | Alphabet Inc. | $1.9M | 0.2% | +6% | 80.2 |
| 60 | — | ISHARES TR - USD INV GRDE ETF | $1.9M | 0.2% | +0% | — |
| 61 |  $ADI | ANALOG DEVICES INC | $1.8M | 0.2% | +33% | 76.2 |
| 62 |  $COHR | COHERENT CORP. | $1.8M | 0.2% | -17% | 64 |
| 63 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $1.8M | 0.2% | +0% | — |
| 64 |  $GPI | GROUP 1 AUTOMOTIVE INC | $1.8M | 0.2% | +0% | 57.1 |
| 65 |  $PM | Philip Morris International Inc. | $1.7M | 0.2% | +0% | 80.5 |
| 66 |  $PFE | PFIZER INC | $1.7M | 0.2% | +16% | 69 |
| 67 |  $CLS | CELESTICA INC | $1.7M | 0.2% | +31% | 69 |
| 68 | — | ISHARES TR - CORE MSCI TOTAL | $1.7M | 0.2% | -0% | — |
| 69 |  $CB | Chubb Ltd | $1.6M | 0.2% | +0% | — |
| 70 |  $CVX | CHEVRON CORP | $1.6M | 0.2% | +1% | 54.7 |
| 71 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $1.6M | 0.2% | -5% | — |
| 72 |  $CIEN | CIENA CORP | $1.6M | 0.2% | +19% | 70.7 |
| 73 | — | ISHARES INC - MSCI JAPAN ETF | $1.5M | 0.2% | +0% | — |
| 74 |  $HLT | Hilton Worldwide Holdings Inc. | $1.5M | 0.2% | +0% | 73.1 |
| 75 |  $ADBE | ADOBE INC. | $1.5M | 0.2% | -12% | 80.4 |
| 76 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $1.5M | 0.2% | -15% | 76.3 |
| 77 | — | ISHARES TR - RUS 1000 GRW ETF | $1.5M | 0.2% | +300% | — |
| 78 | — | ISHARES TR - CORE MSCI INTL | $1.5M | 0.2% | -19% | — |
| 79 |  $HD | HOME DEPOT, INC. | $1.4M | 0.2% | -1% | 69.2 |
| 80 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.4M | 0.1% | -26% | 63.7 |
| 81 |  $GM | General Motors Co | $1.4M | 0.1% | +0% | 58.7 |
| 82 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.4M | 0.1% | +15% | 64.5 |
| 83 |  $INTC | INTEL CORP | $1.4M | 0.1% | +57% | 41.5 |
| 84 |  $PG | PROCTER & GAMBLE Co | $1.4M | 0.1% | -10% | 72.9 |
| 85 |  $LRN | Stride, Inc. | $1.4M | 0.1% | -8% | 71.1 |
| 86 |  $VLO | VALERO ENERGY CORP/TX | $1.3M | 0.1% | +45% | 51.4 |
| 87 |  $COP | CONOCOPHILLIPS | $1.3M | 0.1% | +5% | 74.8 |
| 88 |  $WFC | WELLS FARGO & COMPANY/MN | $1.3M | 0.1% | -21% | — |
| 89 |  $CRS | CARPENTER TECHNOLOGY CORP | $1.3M | 0.1% | +1% | 69.9 |
| 90 |  $MCD | MCDONALDS CORP | $1.3M | 0.1% | +0% | 73.9 |
| 91 |  $WMB | WILLIAMS COMPANIES, INC. | $1.2M | 0.1% | +0% | 72.8 |
| 92 |  $PANW | Palo Alto Networks Inc | $1.2M | 0.1% | +0% | 66.5 |
| 93 |  $AMKR | AMKOR TECHNOLOGY, INC. | $1.2M | 0.1% | +1% | 53 |
| 94 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $1.2M | 0.1% | -0% | — |
| 95 |  $ATI | ATI INC | $1.1M | 0.1% | -38% | 64.5 |
| 96 |  $SPOT | Spotify Technology S.A. | $1.1M | 0.1% | +62% | — |
| 97 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.1M | 0.1% | +0% | — |
| 98 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $1.1M | 0.1% | -0% | 47.2 |
| 99 |  $MCK | MCKESSON CORP | $1.1M | 0.1% | +1% | 63.7 |
| 100 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | $1.1M | 0.1% | NEW | — |
| 101 |  $MS | MORGAN STANLEY | $1.0M | 0.1% | -38% | — |
| 102 |  $CTVA | Corteva, Inc. | $1.0M | 0.1% | +0% | 48.4 |
| 103 | — | VANGUARD INDEX FDS - SMALL CP ETF | $999,659 | 0.1% | +0% | — |
| 104 |  $GILD | GILEAD SCIENCES, INC. | $997,833 | 0.1% | +0% | 77.8 |
| 105 |  $ETR | ENTERGY CORP /DE/ | $985,958 | 0.1% | +0% | 65.1 |
| 106 |  $B | BARRICK MINING CORP | $980,838 | 0.1% | -5% | — |
| 107 |  $COF | CAPITAL ONE FINANCIAL CORP | $972,606 | 0.1% | +0% | 71 |
| 108 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $961,805 | 0.1% | +0% | — |
| 109 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $955,279 | 0.1% | +0% | — |
| 110 |  $ORCL | ORACLE CORP | $944,808 | 0.1% | -38% | 67.2 |
| 111 |  $ISRG | INTUITIVE SURGICAL INC | $942,899 | 0.1% | -23% | 81.4 |
| 112 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $923,225 | 0.1% | +0% | — |
| 113 |  $ICE | Intercontinental Exchange, Inc. | $915,692 | 0.1% | +0% | 73.8 |
| 114 | — | ISHARES TR - RUS 2000 VAL ETF | $912,744 | 0.1% | -16% | — |
| 115 |  $FCFS | FirstCash Holdings, Inc. | $907,034 | 0.1% | +1% | 73.8 |
| 116 |  $SNX | TD SYNNEX CORP | $879,014 | 0.1% | +0% | 55.2 |
| 117 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $875,595 | 0.1% | +0% | — |
| 118 | — | AMERICAN CENTY ETF TR - US EQT ETF | $859,204 | 0.1% | -1% | — |
| 119 |  $MRK | Merck & Co., Inc. | $841,751 | 0.1% | -1% | 70.9 |
| 120 |  $C | CITIGROUP INC | $836,973 | 0.1% | -40% | 54.8 |
| 121 | — | ISHARES INC - CORE MSCI EMKT | $836,435 | 0.1% | +0% | — |
| 122 |  $APG | APi Group Corp | $809,944 | 0.1% | +1% | 61.3 |
| 123 |  $APP | AppLovin Corp | $807,365 | 0.1% | +0% | 86.8 |
| 124 |  $VSEC | VSE CORP | $791,526 | 0.1% | +2% | 56.4 |
| 125 |  $ALL | ALLSTATE CORP | $790,913 | 0.1% | -39% | 76.6 |
| 126 |  $CNC | CENTENE CORP | $789,986 | 0.1% | +101% | 52.7 |
| 127 |  $NXPI | NXP Semiconductors N.V. | $789,413 | 0.1% | +0% | — |
| 128 | — | ISHARES TR - CORE S&P TTL STK | $787,839 | 0.1% | -17% | — |
| 129 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $747,994 | 0.1% | +16% | — |
| 130 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $744,363 | 0.1% | +3% | — |
| 131 |  $FLEX | FLEX LTD. | $735,960 | 0.1% | NEW | — |
| 132 |  $PAYX | PAYCHEX INC | $733,935 | 0.1% | +0% | 75.1 |
| 133 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $721,262 | 0.1% | +0% | 75.4 |
| 134 |  $DLR | DIGITAL REALTY TRUST, INC. | $713,292 | 0.1% | +0% | 70.2 |
| 135 |  $NFLX | NETFLIX INC | $698,720 | 0.1% | -25% | 86.7 |
| 136 |  $GD | GENERAL DYNAMICS CORP | $697,104 | 0.1% | +0% | 73 |
| 137 |  $BAC | BANK OF AMERICA CORP /DE/ | $696,296 | 0.1% | +0% | 68.4 |
| 138 |  $LITE | Lumentum Holdings Inc. | $687,306 | 0.1% | NEW | 63.4 |
| 139 |  $LULU | lululemon athletica inc. | $686,108 | 0.1% | +0% | 62.9 |
| 140 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $673,556 | 0.1% | +0% | — |
| 141 |  $KMI | KINDER MORGAN, INC. | $672,745 | 0.1% | +0% | 74.6 |
| 142 |  $ING | ING GROEP NV | $661,836 | 0.1% | +0% | — |
| 143 |  $YUM | YUM BRANDS INC | $657,025 | 0.1% | +0% | 71.7 |
| 144 |  $UPS | UNITED PARCEL SERVICE INC | $654,568 | 0.1% | +0% | 58.2 |
| 145 |  $CRM | Salesforce, Inc. | $641,679 | 0.1% | -17% | 75.2 |
| 146 |  $SNOW | Snowflake Inc. | $636,250 | 0.1% | NEW | 49.6 |
| 147 |  $DHR | DANAHER CORP /DE/ | $630,298 | 0.1% | -1% | 63.9 |
| 148 |  $HON | HONEYWELL INTERNATIONAL INC | $620,768 | 0.1% | -50% | 65.7 |
| 149 |  $AXON | AXON ENTERPRISE, INC. | $617,232 | 0.1% | NEW | 55.6 |
| 150 |  $CW | CURTISS WRIGHT CORP | $616,059 | 0.1% | +0% | 70.7 |
| 151 |  $CAT | CATERPILLAR INC | $612,318 | 0.1% | -18% | 67.8 |
| 152 |  $HONA | Honeywell Aerospace Inc. | $611,728 | 0.1% | NEW | — |
| 153 |  $EQT | EQT Corp | $595,079 | 0.1% | +167% | 83.3 |
| 154 |  $RF | REGIONS FINANCIAL CORP | $581,380 | 0.1% | +0% | — |
| 155 |  $CL | COLGATE PALMOLIVE CO | $575,750 | 0.1% | +0% | 72.4 |
| 156 | — | INNOVATOR ETFS TRUST - PREMIUM INCM 15 | $568,586 | 0.1% | NEW | — |
| 157 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $561,360 | 0.1% | +0% | 59.5 |
| 158 |  $SCHW | SCHWAB CHARLES CORP | $553,620 | 0.1% | -2% | 77.2 |
| 159 |  $TSLA | Tesla, Inc. | $550,986 | 0.1% | -0% | 50.1 |
| 160 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $549,755 | 0.1% | NEW | — |
| 161 |  $CENX | CENTURY ALUMINUM CO | $541,538 | 0.1% | NEW | 67 |
| 162 |  $SPFI | SOUTH PLAINS FINANCIAL, INC. | $524,431 | 0.1% | +0% | — |
| 163 |  $ANET | Arista Networks, Inc. | $523,061 | 0.1% | -30% | 86 |
| 164 |  $BTI | British American Tobacco p.l.c. | $518,784 | 0.1% | +0% | — |
| 165 |  $DELL | Dell Technologies Inc. | $514,732 | 0.1% | NEW | 76 |
| 166 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $514,384 | 0.1% | +0% | — |
| 167 |  $DDOG | Datadog, Inc. | $511,868 | 0.1% | +0% | 62.9 |
| 168 |  $MO | ALTRIA GROUP, INC. | $496,239 | 0.1% | +0% | 72.1 |
| 169 |  $WLDN | Willdan Group, Inc. | $491,527 | 0.1% | -49% | 61.5 |
| 170 |  $DIS | Walt Disney Co | $490,446 | 0.1% | +0% | 68.9 |
| 171 |  $AZN | ASTRAZENECA PLC | $480,876 | 0.1% | +0% | — |
| 172 |  $NVO | NOVO NORDISK A S | $479,400 | 0.1% | -4% | — |
| 173 |  $MET | METLIFE INC | $477,655 | 0.1% | +0% | 73.9 |
| 174 |  $CVNA | CARVANA CO. | $477,524 | 0.1% | NEW | 69.2 |
| 175 |  $SANM | SANMINA CORP | $465,667 | 0.1% | NEW | 61 |
| 176 |  $SNDK | Sandisk Corp | $457,020 | 0.1% | NEW | 88.8 |
| 177 |  $PEP | PEPSICO INC | $453,996 | 0.1% | +0% | 62.7 |
| 178 |  $THC | TENET HEALTHCARE CORP | $452,359 | 0.1% | +0% | 66.6 |
| 179 |  $SNPS | SYNOPSYS INC | $446,070 | 0.1% | NEW | 63.1 |
| 180 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $438,627 | 0.1% | +0% | — |
| 181 |  $BMY | BRISTOL MYERS SQUIBB CO | $437,048 | 0.1% | +0% | 70.1 |
| 182 |  $PAGP | PLAINS GP HOLDINGS LP | $426,230 | 0.1% | +0% | 52.9 |
| 183 |  $KGC | KINROSS GOLD CORP | $425,160 | 0.1% | +0% | — |
| 184 |  $XYZ | Block, Inc. | $418,000 | 0.1% | NEW | 60.3 |
| 185 |  $UBER | Uber Technologies, Inc | $414,559 | 0.0% | +0% | 79.3 |
| 186 |  $FTAI | FTAI Aviation Ltd. | $413,911 | 0.0% | +0% | — |
| 187 |  $MPLX | MPLX LP | $411,547 | 0.0% | +0% | 76.5 |
| 188 |  $DOV | DOVER Corp | $411,330 | 0.0% | +0% | 63.1 |
| 189 |  $TRP | TC ENERGY CORP | $410,998 | 0.0% | +0% | — |
| 190 | — | CARNIVAL CORP LTD - COMMON SHARES | $406,952 | 0.0% | NEW | — |
| 191 | — | ZACKS TRUST - EARNGS CONSTANT | $404,912 | 0.0% | +2% | — |
| 192 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $393,391 | 0.0% | +0% | — |
| 193 |  $MXL | MAXLINEAR, INC | $386,907 | 0.0% | NEW | 19.1 |
| 194 |  $CCZ | COMCAST CORP | $385,803 | 0.0% | NEW | 70.4 |
| 195 |  $TRI | THOMSON REUTERS CORP /CAN/ | $384,502 | 0.0% | -2% | — |
| 196 |  $T | AT&T INC. | $383,882 | 0.0% | NEW | 71.9 |
| 197 |  $PAAS | PAN AMERICAN SILVER CORP | $380,715 | 0.0% | +0% | — |
| 198 |  $VICR | VICOR CORP | $379,780 | 0.0% | NEW | 63.6 |
| 199 |  $ONTO | ONTO INNOVATION INC. | $378,450 | 0.0% | NEW | 66.5 |
| 200 |  $HPE | Hewlett Packard Enterprise Co | $374,413 | 0.0% | NEW | 52.5 |
| 201 |  $PLTR | Palantir Technologies Inc. | $374,277 | 0.0% | -24% | 85.8 |
| 202 |  $LVS | LAS VEGAS SANDS CORP | $369,890 | 0.0% | +0% | 73.7 |
| 203 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $365,394 | 0.0% | +0% | — |
| 204 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $364,906 | 0.0% | NEW | 66.3 |
| 205 |  $SHOP | SHOPIFY INC. | $359,667 | 0.0% | -2% | — |
| 206 |  $CRDO | Credo Technology Group Holding Ltd | $353,482 | 0.0% | -48% | — |
| 207 |  $ET | Energy Transfer LP | $352,515 | 0.0% | +0% | 64.5 |
| 208 |  $RDDT | Reddit, Inc. | $347,160 | 0.0% | NEW | 79.3 |
| 209 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $343,350 | 0.0% | +0% | — |
| 210 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $341,868 | 0.0% | +0% | 66.4 |
| 211 |  $RIO | RIO TINTO PLC | $339,565 | 0.0% | +0% | — |
| 212 |  $DXCM | DEXCOM INC | $336,750 | 0.0% | NEW | 77.9 |
| 213 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $333,186 | 0.0% | +0% | — |
| 214 |  $PH | Parker-Hannifin Corp | $330,605 | 0.0% | +1% | 73.8 |
| 215 |  $NEM | NEWMONT Corp /DE/ | $326,900 | 0.0% | -30% | 88.3 |
| 216 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $324,996 | 0.0% | +0% | 57.4 |
| 217 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $323,200 | 0.0% | NEW | — |
| 218 |  $CSTM | CONSTELLIUM SE | $320,102 | 0.0% | NEW | 69.7 |
| 219 |  $VST | Vistra Corp. | $318,053 | 0.0% | NEW | 62.9 |
| 220 |  $EIX | EDISON INTERNATIONAL | $316,265 | 0.0% | -0% | 70.7 |
| 221 |  $VZ | VERIZON COMMUNICATIONS INC | $316,195 | 0.0% | +0% | 71.6 |
| 222 |  $SNY | Sanofi | $313,764 | 0.0% | -2% | — |
| 223 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $311,770 | 0.0% | +0% | 75.1 |
| 224 |  $IVZ | Invesco Ltd. | $310,718 | 0.0% | NEW | — |
| 225 | — | ISHARES TR - RUS 1000 VAL ETF | $310,068 | 0.0% | -28% | — |
| 226 |  $OMC | OMNICOM GROUP INC. | $302,827 | 0.0% | NEW | 60.5 |
| 227 |  $ON | ON SEMICONDUCTOR CORP | $283,620 | 0.0% | NEW | 42.4 |
| 228 |  $TOST | Toast, Inc. | $279,647 | 0.0% | -3% | 69.5 |
| 229 |  $OKE | ONEOK INC /NEW/ | $276,035 | 0.0% | +0% | 72 |
| 230 |  $WES | Western Midstream Partners, LP | $275,688 | 0.0% | +0% | 78.1 |
| 231 | — | ISHARES TR - CORE S&P SCP ETF | $274,077 | 0.0% | +0% | — |
| 232 |  $MOD | MODINE MANUFACTURING CO | $267,020 | 0.0% | NEW | 48.8 |
| 233 |  $HWM | Howmet Aerospace Inc. | $266,978 | 0.0% | NEW | 79.1 |
| 234 |  $GAB | GABELLI EQUITY TRUST INC | $266,747 | 0.0% | +0% | — |
| 235 |  $BA | BOEING CO | $266,691 | 0.0% | NEW | 51.8 |
| 236 |  $USAC | USA Compression Partners, LP | $263,900 | 0.0% | +0% | 68.9 |
| 237 |  $LYB | LyondellBasell Industries N.V. | $263,250 | 0.0% | NEW | — |
| 238 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | $261,338 | 0.0% | +0% | — |
| 239 |  $GE | GENERAL ELECTRIC CO | $257,540 | 0.0% | NEW | 74.8 |
| 240 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $255,995 | 0.0% | +0% | — |
| 241 | — | GLOBAL X FDS - US INFR DEV ETF | $255,124 | 0.0% | +0% | — |
| 242 |  $PB | PROSPERITY BANCSHARES INC | $249,105 | 0.0% | +0% | — |
| 243 |  $EW | Edwards Lifesciences Corp | $247,770 | 0.0% | -2% | 67.6 |
| 244 |  $OLLI | Ollie's Bargain Outlet Holdings, Inc. | $246,016 | 0.0% | -19% | 66.5 |
| 245 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $245,960 | 0.0% | +0% | — |
| 246 |  $CDE | Coeur Mining, Inc. | $244,800 | 0.0% | -1% | 78.1 |
| 247 |  $AU | AngloGold Ashanti PLC | $243,398 | 0.0% | NEW | — |
| 248 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $241,514 | 0.0% | NEW | — |
| 249 |  $JAZZ | Jazz Pharmaceuticals plc | $240,970 | 0.0% | NEW | — |
| 250 |  $PAYS | Paysign, Inc. | $239,844 | 0.0% | +0% | 67.9 |
| 251 |  $KMB | KIMBERLY CLARK CORP | $238,091 | 0.0% | +0% | 61.7 |
| 252 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $235,128 | 0.0% | NEW | — |
| 253 |  $SMCI | Super Micro Computer, Inc. | $234,640 | 0.0% | -20% | 61.9 |
| 254 |  $EME | EMCOR Group, Inc. | $234,026 | 0.0% | +0% | 71.7 |
| 255 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $229,693 | 0.0% | NEW | 57.8 |
| 256 |  $VICI | VICI PROPERTIES INC. | $228,330 | 0.0% | +0% | 76.2 |
| 257 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $220,750 | 0.0% | +0% | — |
| 258 |  $ACN | Accenture plc | $220,508 | 0.0% | NEW | — |
| 259 |  $LYFT | Lyft, Inc. | $219,150 | 0.0% | +0% | 63.1 |
| 260 |  $RBLX | Roblox Corp | $217,520 | 0.0% | +0% | 53.7 |
| 261 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $213,520 | 0.0% | +0% | — |
| 262 |  $PSX | Phillips 66 | $213,510 | 0.0% | +1% | 47.6 |
| 263 |  $SHEL | Shell plc | $208,970 | 0.0% | +2% | — |
| 264 |  $ZIM | ZIM Integrated Shipping Services Ltd. | $208,000 | 0.0% | NEW | — |
| 265 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $175,705 | 0.0% | +0% | — |
| 266 |  $FSSL | FS Specialty Lending Fund | $134,023 | 0.0% | -67% | — |
New Positions (43)
AMERICAN CENTY ETF TR - AVANTIS ALL EQT$1.1M
$FLEX FLEX LTD.$735,960$LITE Lumentum Holdings Inc.$687,306$SNOW Snowflake Inc.$636,250$AXON AXON ENTERPRISE, INC.$617,232$HONA Honeywell Aerospace Inc.$611,728 INNOVATOR ETFS TRUST - PREMIUM INCM 15$568,586
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$549,755
$CENX CENTURY ALUMINUM CO$541,538$DELL Dell Technologies Inc.$514,732$CVNA CARVANA CO.$477,524$SANM SANMINA CORP$465,667$SNDK Sandisk Corp$457,020$SNPS SYNOPSYS INC$446,070$XYZ Block, Inc.$418,000Exited Positions (30)
INNOVATOR ETFS TRUST
$STX Seagate Technology Holdings plc
$DAL DELTA AIR LINES, INC.
$UNH UNITEDHEALTH GROUP INC
$WDC WESTERN DIGITAL CORP INNOVATOR ETFS TRUST
$AA Alcoa Corp
$FICO FAIR ISAAC CORP
$MCHP MICROCHIP TECHNOLOGY INC
$ARW ARROW ELECTRONICS, INC.
$EXEL EXELIXIS, INC.
$CEG Constellation Energy Corp
$NET Cloudflare, Inc. INNOVATOR ETFS TRUST
$SYM Symbotic Inc.Browse Top Institutional Investors
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