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CIK: 0001964758
Total reported value
$926.7M
$926.7M
270 檔
35.1%
The Q3 2025 SEC filing reveals that Arista Wealth Management, LLC held a total portfolio value of $926.7M, covering 270 public equity positions.
In Q3 2025, Arista Wealth Management, LLC displayed an active expansion posture, initiating 27 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 270 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 11.92% | +0.38% | +4.46% | |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.10% | +0.47% | +5.11% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 7.81% | +0.04% | +6.50% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.78% | -0.47% | +7.64% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 4.85% | -0.16% | +2.41% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.00% | -0.38% | +7.39% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.11% | -0.26% | +9.87% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.94% | +0.12% | — | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.44% | +0.23% | +3.53% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.39% | -0.04% | -2.52% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.22% | +0.03% | -0.98% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.06% | — | -1.68% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | -0.02% | +1.95% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | +0.08% | +1.77% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.08% | +0.01% | |
| 16 | GBFH | Gbank Financial Holdings Inc | Stock-Other | 1.44% | +0.01% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | — | +3.65% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | +0.05% | +3.49% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.12% | +0.02% | -0.33% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.14% | +0.25% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.02% | -5.07% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | +0.01% | -1.86% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.71% | -0.01% | -4.70% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.01% | — | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.11% | +8.45% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.07% | +12.86% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.48% | -0.04% | +0.49% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.13% | -1.28% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.45% | +0.02% | +6.39% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.44% | -0.06% | +0.21% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | -0.06% | +10.10% | |
| 32 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.43% | -0.02% | — | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.43% | -0.01% | -0.35% | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.40% | -0.04% | -1.00% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | — | -0.70% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.35% | — | -0.02% | |
| 37 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.34% | +0.01% | +0.28% | |
| 38 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 0.33% | -0.05% | — | |
| 39 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.33% | +0.01% | -3.17% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.33% | +0.02% | -0.94% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | +0.01% | +16.57% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.33% | -0.02% | -1.09% | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.32% | -0.12% | — | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.31% | +0.40% | +5.91% | |
| 45 | F | Ford Motor Co | Stock-Consumer Disc | 0.31% | +0.01% | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.29% | -0.01% | -11.65% | |
| 47 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.28% | — | +70.51% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.25% | -0.05% | -0.56% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.03% | -7.08% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.25% | +0.09% | +13.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.7% | -0.98% | Add |
| 2 | JPM | Jpmorgan Chase & Co | +1.5% | +1.95% | Add |
| 3 | NVDA | Nvidia CORP | +1.5% | +1.77% | Add |
| 4 | MSFT | Microsoft CORP | +1% | +0.01% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | -5.07% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.5% | +12.86% | Add |
| 7 | AAPL | Apple Inc | +0.4% | -2.52% | Add |
| 8 | AMZN | Amazon.com Inc | +0.4% | +3.65% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.3% | -1.28% | Add |
| 10 | AXP | American Express Co | +0.3% | +6.39% | Add |
| 11 | ADP | Automatic Data Processing | +0.3% | -0.35% | Add |
| 12 | COST | Costco Wholesale CORP | 0% | +0.25% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | -0.2% | — | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -1.86% | Add |
| 15 | DFAE | Dimensional Emerging Core Eq | -1.2% | +3.53% | Add |
| 16 | VOO | Vanguard S&p 500 ETF | -1.4% | -1.68% | Trim |
| 17 | VGIT | Vanguard Intermediate-term T | -2.2% | +9.87% | Add |
| 18 | DFAI | Dimensional International Co | -2.8% | +2.41% | Add |
| 19 | VGSH | Vanguard Short-term Treasury | -3% | +7.39% | Add |
| 20 | VCIT | Vanguard Int-term Corporate | -4.2% | +7.64% | Add |
| 21 | VOOG | Vanguard S&p 500 Growth ETF | -4.3% | +5.11% | Add |
| 22 | DFSV | Dimensional US Small Cap Val | -4.4% | +6.50% | Add |
| 23 | DFAU | Dimensional US Core Equity M | -6.5% | +4.46% | Add |
| 24 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 25 | GBFH | Gbank Financial Holdings Inc | — | NEW | New buy |
| 26 | AVGO | Broadcom Inc | — | NEW | New buy |
| 27 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 28 | RTX | Rtx CORP | — | NEW | New buy |
| 29 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 30 | IEUR | Ishares Core Msci Europe ETF | — | NEW | New buy |
| 31 | BLK | Blackrock Inc | — | NEW | New buy |
| 32 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 33 | GPI | Group 1 Automotive Inc | — | NEW | New buy |
| 34 | CRDO | Credo Technology Group Holding Ltd | — | NEW | New buy |
| 35 | ABBV | Abbvie Inc | — | NEW | New buy |
| 36 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 37 | KO | Coca-cola Co/the | — | NEW | New buy |
| 38 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 39 | LRCX | Lam Research CORP | — | NEW | New buy |
| 40 | F | Ford Motor Co | — | NEW | New buy |
| 41 | HD | Home Depot Inc | — | NEW | New buy |
| 42 | DFAX | Dimensional World Ex US Core | — | NEW | New buy |
| 43 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 44 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 45 | DELL | Dell Technologies -c | — | NEW | New buy |
| 46 | PFF | Ishares Preferred & Income S | — | NEW | New buy |
| 47 | SDVY | First Trust Smid Cap Rising | — | NEW | New buy |
| 48 | URI | United Rentals Inc | — | NEW | New buy |
| 49 | CRM | Salesforce Inc | — | NEW | New buy |
| 50 | LMT | Lockheed Martin CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Arista Wealth Management, LLC reported a total U.S. public equity portfolio value of $926.7M across 270 disclosed positions in Q3 2025.
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 35.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
VUG
市值: $23.6M
Top Position Liquidated / Trimmed
VOO
前期市值: $14.1M
During Q3 2025, Arista Wealth Management, LLC's top holdings by market value included DFAU (11.9%)、VOOG (10.1%)、DFSV (7.8%). The largest single position, DFAU, represented 11.9% of total portfolio value.
In Q3 2025, Arista Wealth Management, LLC made 50 total portfolio adjustments, initiating 27 new buys, adding to 22 positions, trimming 1 holdings, and fully liquidating 0 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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