Arista Wealth Management, LLC
Sector Allocation
- Other68.3%$633.3M
- Technology13.3%$122.9M
- Financials5.1%$47.2M
- Consumer Discretionary2.8%$25.7M
- Healthcare2.7%$25.3M
- Industrials2.1%$19.9M
- Consumer Staples2.1%$19.4M
- Energy1.7%$16.0M
- Materials0.8%$7.0M
- Utilities0.5%$4.7M
AUM History
13fpro.ai/research/fund/arista-wealth-management-llc-1964758
Conviction and streaks
Stable · top 10 = 55.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- DIMENSIONAL$108.8M
- VANGUARD$87.1M
- DIMENSIONAL$83.5M
- VANGUARD$50.7M
- DIMENSIONAL$44.4M
- VANGUARD$35.7M
- VANGUARD$27.6M
- DIMENSIONAL$25.7M
- VANGUARD$25.4M
AAPL
$20.7MSPY
$19.8M- VANGUARD$19.5M
- SCHWAB$15.6M
JPM
$13.2MNVDA
$12.8MAMZN
$10.6MAVGO
$10.5M- DIMENSIONAL$10.4M
MSFT
$9.3MGBFH
$9.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/arista-wealth-management-llc-1964758
Arista Wealth Management, LLC 13F holdings — Q2 2026
$926.7M portfolio (+12.8% QoQ) · 266 holdings · Q2 2026 13F · top 10 are 55% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US CORE EQT MKT
$108.8M
11.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F
$87.1M
9.4% of stocks
+486%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - US SMALL CAP ETF
$83.5M
9.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$50.7M
5.5% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$44.4M
4.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
$35.7M
3.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$27.6M
3.0% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG
$25.7M
2.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD INDEX FDS - GROWTH ETF
$25.4M
2.7% of stocks
+500%This quarter—Since filed—HeldAIQuality—Est. buy— $20.7M
2.2% of stocks
-3%This quarter+8.8%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 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 | $20.7M | 2.2% | -3% | +8.8% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Arista Wealth Management, LLC (Q2 2026)
266 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | SPDR S&P 500 ETF TRUSTetf/fund | — | $19.8M | 2.1% | 27K | -0.2% | 10+ qtrs | — | 13F | |
| 12 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $19.5M | 2.1% | 28K | -2% | — | — | 13F |
| 13 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $15.6M | 1.7% | 460K | +43% | — | — | 13F |
| 14 | JPMORGAN CHASE & CO | Financials | $13.2M | 1.4% | 40K | +0.1% | 9 qtrs | 71.8 | 13F | |
| 15 | NVIDIA CORP | Technology | $12.8M | 1.4% | 64K | +4% | 7 qtrs | 86.0 | 13F | |
| 16 | AMAZON COM INC | Consumer Discretionary | $10.6M | 1.1% | 44K | -0.7% | 10+ qtrs | 67.5 | 13F | |
| 17 | Broadcom Inc. | Technology | $10.5M | 1.1% | 28K | -3% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETFetf/fund | — | $10.4M | 1.1% | 234K | +0.0% | — | — | 13F |
| 19 | MICROSOFT CORP | Technology | $9.3M | 1.0% | 25K | +4% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | GBank Financial Holdings Inc. | Financials | $9.0M | 1.0% | 295K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Alphabet Inc. | Technology | $8.4M | 0.9% | 24K | -8% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETFetf/fund | — | $8.0M | 0.9% | 97K | -2% | — | — | 13F |
| 23 | ELI LILLY & Co | Healthcare | $7.0M | 0.8% | 5,856 | +1% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $7.0M | 0.8% | 7,505 | +0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | LAM RESEARCH CORP | Technology | $7.0M | 0.8% | 16K | +18% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $6.6M | 0.7% | 18K | -0.1% | |||
| 27 | — | ISHARES TR - CORE S&P500 ETF | — | $6.3M | 0.7% | 8,360 | -1% | |||
| 28 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $5.9M | 0.6% | 69K | -0.5% | |||
| 29 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $5.1M | 0.6% | 37K | +13% | |||
| 30 | $META | Meta Platforms, Inc. | Technology | $4.3M | 0.5% | 7,625 | +0.7% | |||
| 31 | $RTX | RTX Corp | Industrials | $4.1M | 0.4% | 22K | +2% | |||
| 32 | — | ISHARES TR - CORE MSCI EURO | — | $3.8M | 0.4% | 51K | — | |||
| 33 | $AXP | AMERICAN EXPRESS CO | Financials | $3.8M | 0.4% | 11K | +5% | |||
| 34 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $3.6M | 0.4% | 99K | +4% | |||
| 35 | $MU | MICRON TECHNOLOGY INC | Technology | $3.5M | 0.4% | 2,989 | -27% | |||
| 36 | $KO | COCA COLA CO | Consumer Staples | $3.1M | 0.3% | 38K | -0.3% | |||
| 37 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $3.1M | 0.3% | 35K | — | |||
| 38 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.0M | 0.3% | 26K | -0.9% | |||
| 39 | — | ISHARES TR - CORE US AGGBD ET | — | $3.0M | 0.3% | 30K | +0.9% | |||
| 40 | $ABBV | AbbVie Inc. | Healthcare | $3.0M | 0.3% | 12K | +3% | |||
| 41 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $2.9M | 0.3% | 7,791 | -15% | |||
| 42 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $2.9M | 0.3% | 12K | -0.0% | |||
| 43 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.7M | 0.3% | 4,630 | -36% | |||
| 44 | $V | VISA INC. | Financials | $2.7M | 0.3% | 7,790 | +3% | |||
| 45 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $2.6M | 0.3% | 12K | — | |||
| 46 | $BLK | BlackRock, Inc. | Financials | $2.6M | 0.3% | 2,732 | -0.3% | |||
| 47 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.5M | 0.3% | 9,713 | +2% | |||
| 48 | $CSX | CSX CORP | Industrials | $2.4M | 0.3% | 51K | +0.4% | |||
| 49 | $NEE | NEXTERA ENERGY INC | Utilities | $2.4M | 0.3% | 27K | — | |||
| 50 | $F | FORD MOTOR CO | Consumer Discretionary | $2.4M | 0.3% | 170K | — | |||
| 51 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $2.4M | 0.3% | 45K | -3% | |||
| 52 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.2M | 0.2% | 2,219 | -24% | |||
| 53 | $URI | UNITED RENTALS, INC. | Industrials | $2.2M | 0.2% | 1,979 | — | |||
| 54 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $2.2M | 0.2% | 4,345 | — | |||
| 55 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.2M | 0.2% | 4,311 | +4% | |||
| 56 | — | ISHARES TR - PFD AND INCM SEC | — | $2.1M | 0.2% | 70K | +3% | |||
| 57 | $WMT | Walmart Inc. | Consumer Staples | $2.0M | 0.2% | 18K | +8% | |||
| 58 | $INCY | INCYTE CORP | Healthcare | $2.0M | 0.2% | 18K | +18% | |||
| 59 | $GOOG | Alphabet Inc. | Technology | $1.9M | 0.2% | 5,477 | +6% | |||
| 60 | — | ISHARES TR - USD INV GRDE ETF | — | $1.9M | 0.2% | 37K | — | |||
| 61 | $ADI | ANALOG DEVICES INC | Technology | $1.8M | 0.2% | 4,647 | +33% | |||
| 62 | $COHR | COHERENT CORP. | Technology | $1.8M | 0.2% | 4,663 | -17% | |||
| 63 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $1.8M | 0.2% | 43K | — | |||
| 64 | $GPI | GROUP 1 AUTOMOTIVE INC | Consumer Discretionary | $1.8M | 0.2% | 6,070 | — | |||
| 65 | $PM | Philip Morris International Inc. | Consumer Staples | $1.7M | 0.2% | 9,546 | +0.1% | |||
| 66 | $PFE | PFIZER INC | Healthcare | $1.7M | 0.2% | 72K | +16% | |||
| 67 | $CLS | CELESTICA INC | Technology | $1.7M | 0.2% | 4,714 | +31% | |||
| 68 | — | ISHARES TR - CORE MSCI TOTAL | — | $1.7M | 0.2% | 18K | -0.2% | |||
| 69 | $CB | Chubb Ltd | Financials | $1.6M | 0.2% | 4,771 | — | |||
| 70 | $CVX | CHEVRON CORP | Energy | $1.6M | 0.2% | 9,775 | +1% | |||
| 71 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $1.6M | 0.2% | 37K | -5% | |||
| 72 | $CIEN | CIENA CORP | Technology | $1.6M | 0.2% | 3,275 | +19% | |||
| 73 | — | ISHARES INC - MSCI JAPAN ETF | — | $1.5M | 0.2% | 17K | — | |||
| 74 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $1.5M | 0.2% | 4,648 | — | |||
| 75 | $ADBE | ADOBE INC. | Technology | $1.5M | 0.2% | 7,491 | -12% | |||
| 76 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $1.5M | 0.2% | 1,106 | -15% | |||
| 77 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.5M | 0.2% | 12K | +300% | |||
| 78 | — | ISHARES TR - CORE MSCI INTL | — | $1.5M | 0.2% | 17K | -19% | |||
| 79 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.4M | 0.2% | 4,085 | -1.0% | |||
| 80 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.4M | 0.1% | 2,858 | -26% | |||
| 81 | $GM | General Motors Co | Consumer Discretionary | $1.4M | 0.1% | 19K | — | |||
| 82 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.4M | 0.1% | 2,843 | +15% | |||
| 83 | $INTC | INTEL CORP | Technology | $1.4M | 0.1% | 9,935 | +57% | |||
| 84 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.4M | 0.1% | 9,430 | -10% | |||
| 85 | $LRN | Stride, Inc. | Consumer Discretionary | $1.4M | 0.1% | 16K | -8% | |||
| 86 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.3M | 0.1% | 5,167 | +45% | |||
| 87 | $COP | CONOCOPHILLIPS | Energy | $1.3M | 0.1% | 13K | +5% | |||
| 88 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.3M | 0.1% | 16K | -21% | |||
| 89 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $1.3M | 0.1% | 2,059 | +0.8% | |||
| 90 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.3M | 0.1% | 4,659 | +0.1% | |||
| 91 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $1.2M | 0.1% | 16K | — | |||
| 92 | $PANW | Palo Alto Networks Inc | Technology | $1.2M | 0.1% | 3,452 | +0.1% | |||
| 93 | $AMKR | AMKOR TECHNOLOGY, INC. | Technology | $1.2M | 0.1% | 14K | +1% | |||
| 94 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | — | $1.2M | 0.1% | 29K | -0.3% | |||
| 95 | $ATI | ATI INC | Materials | $1.1M | 0.1% | 5,753 | -38% | |||
| 96 | $SPOT | Spotify Technology S.A. | Communication Services | $1.1M | 0.1% | 2,439 | +62% | |||
| 97 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.1M | 0.1% | 5,814 | — | |||
| 98 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $1.1M | 0.1% | 4,389 | -0.1% | |||
| 99 | $MCK | MCKESSON CORP | Consumer Staples | $1.1M | 0.1% | 1,446 | +1.0% | |||
| 100 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | — | $1.1M | 0.1% | 11K | New | |||
| 101 | $MS | MORGAN STANLEY | Financials | $1.0M | 0.1% | 4,880 | -38% | |||
| 102 | $CTVA | Corteva, Inc. | Consumer Staples | $1.0M | 0.1% | 12K | — | |||
| 103 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $1000K | 0.1% | 3,298 | — | |||
| 104 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $998K | 0.1% | 7,898 | +0.1% | |||
| 105 | $ETR | ENTERGY CORP /DE/ | Utilities | $986K | 0.1% | 8,584 | — | |||
| 106 | $B | BARRICK MINING CORP | Materials | $981K | 0.1% | 27K | -5% | |||
| 107 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $973K | 0.1% | 4,848 | +0.0% | |||
| 108 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $962K | 0.1% | 19K | — | |||
| 109 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $955K | 0.1% | 7,474 | +0.3% | |||
| 110 | $ORCL | ORACLE CORP | Technology | $945K | 0.1% | 6,447 | -38% | |||
| 111 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $943K | 0.1% | 2,371 | -23% | |||
| 112 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $923K | 0.1% | 25K | — | |||
| 113 | $ICE | Intercontinental Exchange, Inc. | Financials | $916K | 0.1% | 7,438 | — | |||
| 114 | — | ISHARES TR - RUS 2000 VAL ETF | — | $913K | 0.1% | 4,126 | -16% | |||
| 115 | $FCFS | FirstCash Holdings, Inc. | Consumer Discretionary | $907K | 0.1% | 4,193 | +1% | |||
| 116 | $SNX | TD SYNNEX CORP | Technology | $879K | 0.1% | 3,288 | — | |||
| 117 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $876K | 0.1% | 2,546 | — | |||
| 118 | — | AMERICAN CENTY ETF TR - US EQT ETF | — | $859K | 0.1% | 6,708 | -0.7% | |||
| 119 | $MRK | Merck & Co., Inc. | Healthcare | $842K | 0.1% | 6,551 | -0.8% | |||
| 120 | $C | CITIGROUP INC | Financials | $837K | 0.1% | 5,980 | -40% | |||
| 121 | — | ISHARES INC - CORE MSCI EMKT | — | $836K | 0.1% | 10K | — | |||
| 122 | $APG | APi Group Corp | Industrials | $810K | 0.1% | 19K | +1% | |||
| 123 | $APP | AppLovin Corp | Technology | $807K | 0.1% | 1,567 | — | |||
| 124 | $VSEC | VSE CORP | Technology | $792K | 0.1% | 3,464 | +2% | |||
| 125 | $ALL | ALLSTATE CORP | Financials | $791K | 0.1% | 3,324 | -39% | |||
| 126 | $CNC | CENTENE CORP | Healthcare | $790K | 0.1% | 12K | +101% | |||
| 127 | $NXPI | NXP Semiconductors N.V. | Technology | $789K | 0.1% | 2,809 | — | |||
| 128 | — | ISHARES TR - CORE S&P TTL STK | — | $788K | 0.1% | 4,796 | -17% | |||
| 129 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $748K | 0.1% | 13K | +16% | |||
| 130 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $744K | 0.1% | 5,966 | +3% | |||
| 131 | $FLEX | FLEX LTD. | Technology | $736K | 0.1% | 4,541 | New | |||
| 132 | $PAYX | PAYCHEX INC | Technology | $734K | 0.1% | 7,464 | — | |||
| 133 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $721K | 0.1% | 5,272 | +0.3% | |||
| 134 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $713K | 0.1% | 3,972 | — | |||
| 135 | $NFLX | NETFLIX INC | Communication Services | $699K | 0.1% | 9,786 | -25% | |||
| 136 | $GD | GENERAL DYNAMICS CORP | Industrials | $697K | 0.1% | 1,968 | +0.3% | |||
| 137 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $696K | 0.1% | 12K | +0.3% | |||
| 138 | $LITE | Lumentum Holdings Inc. | Technology | $687K | 0.1% | 801 | New | |||
| 139 | $LULU | lululemon athletica inc. | Consumer Discretionary | $686K | 0.1% | 6,009 | — | |||
| 140 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $674K | 0.1% | 9,636 | — | |||
| 141 | $KMI | KINDER MORGAN, INC. | Energy | $673K | 0.1% | 21K | +0.2% | |||
| 142 | $ING | ING GROEP NV | Financials | $662K | 0.1% | 21K | — | |||
| 143 | $YUM | YUM BRANDS INC | Consumer Discretionary | $657K | 0.1% | 4,110 | — | |||
| 144 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $655K | 0.1% | 6,089 | +0.0% | |||
| 145 | $CRM | Salesforce, Inc. | Technology | $642K | 0.1% | 4,096 | -17% | |||
| 146 | $SNOW | Snowflake Inc. | Technology | $636K | 0.1% | 2,500 | New | |||
| 147 | $DHR | DANAHER CORP /DE/ | Healthcare | $630K | 0.1% | 3,309 | -0.7% | |||
| 148 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $621K | 0.1% | 2,773 | -50% | |||
| 149 | $AXON | AXON ENTERPRISE, INC. | Industrials | $617K | 0.1% | 1,101 | New | |||
| 150 | $CW | CURTISS WRIGHT CORP | Industrials | $616K | 0.1% | 813 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 42 new, 77 added to, 67 trimmed, 29 sold out. Share-count changes; largest moves by dollar size first.
New positions (42)
- AMERICAN CENTY ETF TR - AVANTIS ALL EQT$1.1M
first bought this quarter
$FLEXFLEX LTD.$736K
first bought this quarter
$LITELumentum Holdings Inc.$687K
first bought this quarter
$SNOWSnowflake Inc.$636K
first bought this quarter
$AXONAXON ENTERPRISE, INC.$617K
first bought this quarter
$HONAHoneywell Aerospace Inc.$612K
first bought this quarter
+36 more in the Excel export
Added to (77)
- VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F+486%
now $87.1M
- VANGUARD INDEX FDS - GROWTH ETF+500%
now $25.4M
- SCHWAB STRATEGIC TR - US LCAP GR ETF+43%
now $15.6M
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+4%
now $50.7M
- DIMENSIONAL ETF TRUST - US SMALL CAP ETF+2%
now $83.5M
- DIMENSIONAL ETF TRUST - US CORE EQT MKT+2%
now $108.8M
+71 more in the Excel export
Trimmed (67)
$AMDADVANCED MICRO DEVICES INC-36%
now $2.7M · held 4 qtrs
$MUMICRON TECHNOLOGY INC-27%
now $3.5M · held 4 qtrs
$GSGOLDMAN SACHS GROUP INC-24%
now $2.2M · held 5 qtrs, 3 trims in a row
$GOOGLAlphabet Inc.-8%
now $8.4M · held 9 qtrs
$ATIATI INC-38%
now $1.1M · held 2 qtrs
$MSMORGAN STANLEY-38%
now $1.0M · held 9 qtrs
+61 more in the Excel export
Holdings by quarter
Every 13F Arista Wealth Management, LLC has filed, 14 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Arista Wealth Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+0.3%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 15% over the last 4
Top 10 weight
55%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
85%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 42 new positions and exited 29. The portfolio is most concentrated in Other (68.3% of disclosed assets). All figures are sourced directly from Arista Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1964758.
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AI-Powered Hedge Fund Analysis: Arista Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Arista Wealth Management, LLC (SEC CIK: 1964758), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Arista Wealth Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.