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CIK: 0001964758
Total reported value
$926.7M
$926.7M
248 檔
37.0%
As reported in its official Q4 2025 Form 13F filing, Arista Wealth Management, LLC's tracked investment portfolio stood at $926.7M with 248 total positions.
Arista Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 8 holdings and trimming 19 positions.
Showing top 200 holdings (of 248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 12.34% | +0.38% | +2.42% | |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.43% | +0.47% | +2.35% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 8.41% | +0.04% | +5.39% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.94% | -0.47% | +4.52% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 5.09% | -0.16% | +1.21% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.19% | -0.38% | +6.07% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.21% | -0.26% | +4.53% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.95% | +0.12% | — | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.55% | +0.23% | +2.52% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.48% | -0.04% | -1.88% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.35% | — | +12.36% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.23% | +0.03% | -0.85% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.53% | -0.02% | -3.51% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | +0.08% | -2.88% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.08% | -2.57% | |
| 16 | GBFH | Gbank Financial Holdings Inc | Stock-Other | 1.23% | +0.01% | — | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | +0.05% | -4.96% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.14% | +0.02% | +0.00% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | — | -12.82% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.02% | -5.65% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.11% | -4.85% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | +0.01% | -2.57% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.01% | +0.06% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.66% | -0.01% | -8.94% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.14% | -15.55% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.13% | -1.25% | |
| 27 | AXP | American Express Co | Stock-Financials | 0.49% | +0.02% | -1.52% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.47% | -0.06% | -1.21% | |
| 29 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.44% | -0.02% | — | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.41% | -0.06% | -12.61% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.07% | -11.19% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.37% | — | +30.64% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.37% | -0.01% | -0.07% | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | — | +1.83% | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 0.36% | -0.04% | -1.16% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.36% | -0.04% | -24.94% | |
| 37 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.35% | +0.01% | +17.94% | |
| 38 | LRCX | Lam Research CORP | Stock-Tech | 0.35% | +0.40% | -12.36% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.34% | -0.02% | -0.01% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | +0.01% | -1.94% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.32% | — | -8.56% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | +0.02% | +0.02% | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.30% | -0.12% | — | |
| 44 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 0.29% | -0.05% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | -0.01% | +14.37% | |
| 46 | F | Ford Motor Co | Stock-Consumer Disc | 0.27% | +0.01% | -17.44% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.27% | -0.05% | — | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.27% | -0.06% | +21.91% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.03% | +29.42% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.24% | +0.09% | -13.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFSV | Dimensional US Small Cap Val | +0.6% | +5.39% | Add |
| 2 | DFAU | Dimensional US Core Equity M | +0.4% | +2.42% | Add |
| 3 | VOOG | Vanguard S&p 500 Growth ETF | +0.3% | +2.35% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.3% | +12.36% | Add |
| 5 | DFAI | Dimensional International Co | +0.2% | +1.21% | Add |
| 6 | VGSH | Vanguard Short-term Treasury | +0.2% | +6.07% | Add |
| 7 | LLY | Eli Lilly & Co | +0.2% | -4.85% | Trim |
| 8 | VCIT | Vanguard Int-term Corporate | +0.2% | +4.52% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -5.65% | Trim |
| 10 | ZIM | ZIM Integrated Shipping Services Ltd. | +0.1% | +137.46% | Add |
| 11 | DFAE | Dimensional Emerging Core Eq | +0.1% | +2.52% | Add |
| 12 | VGIT | Vanguard Intermediate-term T | +0.1% | +4.53% | Add |
| 13 | EALT | Innovator US Eqty 5to15 Buff | +0.1% | +413.30% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +29.42% | Add |
| 15 | AAPL | Apple Inc | +0.1% | -1.88% | Trim |
| 16 | DFAX | Dimensional World Ex US Core | +0.1% | +30.64% | Add |
| 17 | GM | General Motors Co | +0.1% | +44.42% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | +14.37% | Add |
| 19 | ISRG | Intuitive Surgical Inc | +0.1% | +38.60% | Add |
| 20 | APP | Applovin Corp-class A | -0.1% | -55.25% | Trim |
| 21 | PRMB | Primo Brands CORP | -0.1% | -32.37% | Trim |
| 22 | MO | Altria Group Inc | -0.1% | -53.41% | Trim |
| 23 | DAL | Delta Air Lines Inc | -0.1% | -68.83% | Trim |
| 24 | IRM | Iron Mountain Inc | -0.1% | -28.10% | Trim |
| 25 | ADBE | Adobe Inc | -0.1% | -42.90% | Trim |
| 26 | ORCL | Oracle CORP | -0.1% | -25.22% | Trim |
| 27 | DDOG | Datadog Inc - Class A | -0.1% | -74.70% | Trim |
| 28 | META | Meta Platforms Inc-class A | -0.1% | -11.19% | Trim |
| 29 | AGG | Ishares Core U.s. Aggregate | -0.1% | -24.94% | Trim |
| 30 | HD | Home Depot Inc | -0.1% | -29.70% | Trim |
| 31 | DELL | Dell Technologies -c | -0.1% | -37.57% | Trim |
| 32 | AMZN | Amazon.com Inc | -0.1% | -12.82% | Trim |
| 33 | MSFT | Microsoft CORP | -0.2% | -2.57% | Trim |
| 34 | COST | Costco Wholesale CORP | -0.2% | -15.55% | Trim |
| 35 | GBFH | Gbank Financial Holdings Inc | -0.2% | — | Unchanged |
| 36 | CRDO | Credo Technology Group Holding Ltd | -0.3% | -86.24% | Trim |
| 37 | LRN | Stride Inc | — | EXIT | Sold out |
| 38 | IGV | Ishares Expanded Tech-softwa | — | NEW | New buy |
| 39 | COHR | Coherent CORP | — | EXIT | Sold out |
| 40 | HYDB | Ishares High Yield Systemati | — | EXIT | Sold out |
| 41 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 42 | APRJ | Innov Prem Inc 30 Barr-april | — | NEW | New buy |
| 43 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 44 | 6D8 | Dupont De Nemours Inc | — | EXIT | Sold out |
| 45 | INTC | Intel CORP | — | NEW | New buy |
| 46 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 47 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 48 | CEG | Constellation Energy | — | NEW | New buy |
| 49 | FSSL | Fs Specialty Lending Fund | — | NEW | New buy |
| 50 | PLTR | Palantir Technologies Inc-a | — | EXIT | Sold out |
According to official SEC Form 13F filings, Arista Wealth Management, LLC reported a total U.S. public equity portfolio value of $926.7M across 248 disclosed positions in Q4 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 37.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
IGV
市值: $1.7M
Top Position Liquidated / Trimmed
LRN
前期市值: $1.8M
During Q4 2025, Arista Wealth Management, LLC's top holdings by market value included DFAU (12.3%)、VOOG (10.4%)、DFSV (8.4%). The largest single position, DFAU, represented 12.3% of total portfolio value.
In Q4 2025, Arista Wealth Management, LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 16 positions, trimming 19 holdings, and fully liquidating 8 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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