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CIK: 0001964758
Total reported value
$926.7M
$926.7M
253 檔
35.6%
According to the latest 13F quarterly dataset, Arista Wealth Management, LLC managed an equity portfolio of $926.7M at the end of Q1 2026, spanning 253 distinct U.S. exchange-listed positions.
In Q1 2026, Arista Wealth Management, LLC displayed an active expansion posture, initiating 44 new positions and adding to 64 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 253 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 11.36% | +0.38% | -3.51% | |
| 2 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 8.97% | +0.04% | +1.17% | |
| 3 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.93% | +0.47% | -5.67% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.94% | -0.47% | +2.23% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 4.95% | -0.16% | -3.88% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.24% | -0.38% | +2.72% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.24% | -0.26% | +2.64% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.62% | +0.12% | — | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.54% | +0.23% | -3.42% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.27% | -0.04% | -0.94% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.11% | — | -4.65% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.11% | +0.03% | +0.05% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | -0.02% | +4.67% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.08% | -2.79% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.14% | +0.54% | +536.80% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | — | +12.62% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.10% | +0.02% | -0.14% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.05% | +7.93% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.08% | +4.49% | |
| 20 | GBFH | Gbank Financial Holdings Inc | Stock-Other | 0.96% | +0.01% | — | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | -0.14% | +23.18% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.02% | +4.61% | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.86% | — | +317.21% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | +0.01% | -0.03% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.13% | +0.69% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.01% | +0.75% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.65% | -0.01% | -1.79% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.11% | +0.76% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.07% | +52.17% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.50% | -0.06% | +1.86% | |
| 31 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.43% | -0.02% | — | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.39% | — | +2.83% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.39% | +0.02% | -0.44% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.36% | -0.04% | +2.97% | |
| 35 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.36% | -0.12% | +3.13% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.35% | -0.02% | -2.72% | |
| 37 | LRCX | Lam Research CORP | Stock-Tech | 0.35% | +0.40% | -17.16% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | — | -5.15% | |
| 39 | BLK | Blackrock Inc | Stock-Financials | 0.32% | -0.04% | +0.48% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.31% | — | -5.02% | |
| 41 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.31% | +0.01% | +0.26% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.31% | -0.05% | — | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | +0.02% | +0.73% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.30% | -0.06% | -7.49% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.30% | -0.06% | -23.41% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.29% | -0.01% | +0.14% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | -0.01% | -13.28% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | +0.01% | +0.14% | |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.27% | -0.02% | — | |
| 50 | CSX | Csx CORP | Stock-Industrials | 0.25% | +0.01% | +0.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +0.9% | +536.80% | Add |
| 2 | DFUS | Dimensional US Eq Mkt ETF | +0.6% | +317.21% | Add |
| 3 | DFSV | Dimensional US Small Cap Val | +0.6% | +1.17% | Add |
| 4 | COST | Costco Wholesale CORP | +0.3% | +23.18% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.2% | +0.69% | Add |
| 6 | ADBE | Adobe Inc | +0.2% | +251.49% | Add |
| 7 | AMD | Advanced Micro Devices | +0.1% | +286.61% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +52.17% | Add |
| 9 | B | Barrick Mining CORP | +0.1% | +301.43% | Add |
| 10 | C | Citigroup Inc | +0.1% | +220.68% | Add |
| 11 | ORCL | Oracle CORP | +0.1% | +136.89% | Add |
| 12 | NOC | Northrop Grumman CORP | +0.1% | +3.13% | Add |
| 13 | CVX | Chevron CORP | +0.1% | +0.97% | Add |
| 14 | STX | Seagate Technology Holdings plc | +0.1% | +66.67% | Add |
| 15 | MS | Morgan Stanley | +0.1% | +65.62% | Add |
| 16 | VGSH | Vanguard Short-term Treasury | +0.1% | +2.72% | Add |
| 17 | MU | Micron Technology Inc | +0.1% | +18.88% | Add |
| 18 | PFF | Ishares Preferred & Income S | 0% | +25.60% | Add |
| 19 | DAL | Delta Air Lines Inc | 0% | +117.28% | Add |
| 20 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 21 | GM | General Motors Co | 0% | +42.73% | Add |
| 22 | KGC | Kinross Gold CORP | 0% | +80.00% | Add |
| 23 | VGIT | Vanguard Intermediate-term T | 0% | +2.64% | Add |
| 24 | LMT | Lockheed Martin CORP | 0% | -7.49% | Trim |
| 25 | WFC | Wells Fargo & Co | 0% | +44.98% | Add |
| 26 | ISRG | Intuitive Surgical Inc | 0% | +55.14% | Add |
| 27 | RTX | Rtx CORP | 0% | +1.86% | Add |
| 28 | TMO | Thermo Fisher Scientific Inc | 0% | +36.22% | Add |
| 29 | APP | Applovin Corp-class A | 0% | +176.37% | Add |
| 30 | CSX | Csx CORP | 0% | +0.21% | Add |
| 31 | APRJ | Innov Prem Inc 30 Barr-april | 0% | +29.65% | Add |
| 32 | COP | Conocophillips | 0% | -17.94% | Trim |
| 33 | UNH | Unitedhealth Group Inc | 0% | +87.79% | Add |
| 34 | PFE | Pfizer Inc | 0% | +0.94% | Add |
| 35 | DFAX | Dimensional World Ex US Core | 0% | +2.83% | Add |
| 36 | WMT | Walmart Inc | 0% | -0.60% | Trim |
| 37 | WMB | Williams Cos Inc | 0% | — | Unchanged |
| 38 | CTVA | Corteva Inc | 0% | — | Unchanged |
| 39 | AVUV | Avantis US Small Cap Value | 0% | +28.55% | Add |
| 40 | HON | Honeywell International Inc | 0% | +0.64% | Add |
| 41 | ETR | Entergy CORP | 0% | — | Unchanged |
| 42 | ADI | Analog Devices Inc | 0% | +0.29% | Add |
| 43 | KO | Coca-cola Co/the | 0% | -2.72% | Trim |
| 44 | KMI | Kinder Morgan, Inc. | 0% | +0.92% | Add |
| 45 | WDC | Western Digital CORP | 0% | -19.95% | Trim |
| 46 | MRK | Merck & Co. Inc. | 0% | +1.16% | Add |
| 47 | AMZN | Amazon.com Inc | 0% | +12.62% | Add |
| 48 | GILD | Gilead Sciences Inc | 0% | +0.43% | Add |
| 49 | CW | Curtiss-wright CORP | 0% | — | Unchanged |
| 50 | DLR | Digital Realty Trust Inc | 0% | +0.35% | Add |
According to official SEC Form 13F filings, Arista Wealth Management, LLC reported a total U.S. public equity portfolio value of $926.7M across 253 disclosed positions in Q1 2026.
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, DFSV, VOOG) accounted for 35.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
FNDF
市值: $2.2M
Top Position Liquidated / Trimmed
IGV
前期市值: $1.7M
During Q1 2026, Arista Wealth Management, LLC's top holdings by market value included DFAU (11.4%)、DFSV (9.0%)、VOOG (8.9%). The largest single position, DFAU, represented 11.4% of total portfolio value.
In Q1 2026, Arista Wealth Management, LLC made 181 total portfolio adjustments, initiating 44 new buys, adding to 64 positions, trimming 33 holdings, and fully liquidating 40 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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