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CIK: 0001964758
Total reported value
$926.7M
$926.7M
71 檔
27.8%
In Q3 2024, Arista Wealth Management, LLC's U.S. equity holdings reached a combined market value of $926.7M, distributed across 71 disclosed stock positions.
In Q3 2024, Arista Wealth Management, LLC displayed an active expansion posture, initiating 7 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 18.14% | +0.38% | +2.70% | |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 13.96% | +0.47% | +6.84% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 12.24% | +0.04% | +5.36% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 10.12% | -0.47% | +6.22% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 7.50% | -0.16% | +4.07% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 7.13% | -0.38% | +1.86% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.21% | -0.26% | +7.62% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.61% | +0.23% | +2.69% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.41% | — | +2.83% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.05% | -0.04% | +1.82% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.94% | +0.02% | +0.01% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.49% | -0.01% | -0.52% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | +0.01% | -7.26% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.91% | -0.04% | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.01% | +0.03% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | — | +4.42% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.14% | +7.29% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.66% | — | +0.18% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.08% | +3.59% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | — | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | +0.03% | -5.65% | |
| 22 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.52% | -0.02% | -3.18% | |
| 23 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.47% | -0.03% | — | |
| 24 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.36% | — | -0.77% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.34% | -0.01% | -2.68% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | — | — | |
| 27 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.28% | -0.05% | — | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.19% | — | +0.55% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.18% | -0.09% | +0.23% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.17% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | +0.01% | +40.46% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.16% | +0.01% | — | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.16% | +0.03% | — | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.15% | — | -10.56% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | +0.01% | +10.43% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.02% | +1.32% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.15% | +0.02% | +1.18% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.13% | +0.47% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | -0.03% | +0.03% | |
| 40 | DFAT | Dimensional US Target Value | ETF-Other | 0.13% | — | — | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.13% | -0.01% | +0.95% | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.12% | -0.05% | — | |
| 43 | LNWO | Light & Wonder Inc | Stock-Other | 0.10% | — | +0.19% | |
| 44 | SPFI | South Plains Financial Inc | Stock-Other | 0.10% | — | — | |
| 45 | JNP | Juniper Networks Inc | Stock-Other | 0.10% | — | — | |
| 46 | XLI | Ss Industrial Select Sector | ETF-Other | 0.09% | +0.01% | — | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.09% | — | — | |
| 48 | XLV | Ss Health Care Select Sector | ETF-Other | 0.09% | — | — | |
| 49 | XLB | Ss Materials Select Sector | ETF-Other | 0.08% | -0.02% | — | |
| 50 | GD | General Dynamics CORP | Stock-Industrials | 0.08% | — | +0.44% |
According to official SEC Form 13F filings, Arista Wealth Management, LLC reported a total U.S. public equity portfolio value of $926.7M across 71 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, VOOG, DFSV) accounted for 27.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
AVUV
市值: $715.0K
Top Position Liquidated / Trimmed
ELV
前期市值: $464.9K
During Q3 2024, Arista Wealth Management, LLC's top holdings by market value included DFAU (18.1%)、VOOG (14.0%)、DFSV (12.2%). The largest single position, DFAU, represented 18.1% of total portfolio value.
In Q3 2024, Arista Wealth Management, LLC made 38 total portfolio adjustments, initiating 7 new buys, adding to 25 positions, trimming 5 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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