Q2 2026 13F · SEC CIK 1964758

Arista Wealth Management, LLC

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $926.7M
Reported positions: 266
Top holdings a year, 3 yrs: +14.1%
Assets under management: $1.2B

Arista Wealth Management, LLC is a wealth manager that reported 266 positions worth $926.7M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Dimensional US Core Equity Market ETF (DFAU, 11.7%), Vanguard S&P 500 Growth ETF Total (VOOG, 9.4%), Dfa U.s. Small Cap Value ETF (DFSV, 9.0%). A portfolio copying its top holdings returned 14.1% a year over the last 3 years, against 20.4% for the S&P 500.

Arista Wealth Management, LLC holdings largest 50 of 266 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Arista Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFAUDimensional US Core Equity Market ETF	11.7%	11.4%	2,104,785	+1.7%	$108.8M
VOOGVanguard S&P 500 Growth ETF Total	9.4%	8.9%	1,054,603	+486.0%	$87.1M
DFSVDfa U.s. Small Cap Value ETF	9.0%	9.0%	2,151,928	+2.3%	$83.5M
VCITVanguard Scottsdale Fds	5.5%	5.9%	613,150	+3.9%	$50.7M
DFAIDimensional International Core Equity Ma	4.8%	5.0%	1,077,141	+3.2%	$44.4M
VGSHVanguard Short-Term Treasury ETF Total	3.9%	4.2%	614,178	+3.1%	$35.7M
VGITVanguard Intermediate Treasury ETF	3.0%	3.2%	467,858	+4.6%	$27.6M
DFAEDimensional ETF Trust	2.8%	2.5%	638,179	+3.6%	$25.7M
VUGVanguard Indx Fd	2.7%	2.6%	295,158	+500.0%	$25.4M
AAPLApple Inc	2.2%	2.3%	71,540	-2.5%	$20.7M
SPYSpdr S&p 500 ETF Tr	2.1%	2.1%	26,551	-0.2%	$19.8M
VOOVanguard S&p 500 ETF	2.1%	2.1%	28,421	-2.1%	$19.5M
SCHGSchwab U.s. Large-Cap Growth ETF	1.7%	1.1%	460,164	+43.1%	$15.6M
JPMJpmorgan Chase & Co	1.4%	1.4%	40,475	+0.1%	$13.2M
NVDANvidia Corporation Com	1.4%	1.3%	64,145	+4.0%	$12.8M
AMZNAmazon Com Inc Com	1.1%	1.1%	44,483	-0.7%	$10.6M
AVGOBroadcom Inc	1.1%	1.1%	27,897	-3.4%	$10.5M
DFACDimensional U.s. Core Equity 2	1.1%	1.1%	233,536	+0.0%	$10.4M
MSFTMicrosoft Corp	1.0%	1.1%	24,924	+4.4%	$9.3M
GBFHGbank Finl Hldgs Inc	1.0%	1.0%	295,296	+0.0%	$9.0M
GOOGLAlphabet Inc	0.9%	0.9%	23,535	-7.6%	$8.4M
DFUSDimensional ETF Trust	0.9%	0.9%	97,246	-2.2%	$8.0M
LLYLilly Eli & Co	0.8%	0.6%	5,856	+1.0%	$7.0M
COSTCostco Whsl Corp New	0.8%	0.9%	7,505	+0.7%	$7.0M
LRCXLam Research Corp	0.8%	0.4%	16,071	+18.3%	$7.0M
VTIVanguard Index Fds	0.7%	0.7%	17,850	-0.1%	$6.6M
IVVIshares Core S&p 500 ETF	0.7%	0.7%	8,360	-1.0%	$6.3M
VXUSVanguard Star Fds Vanguard Total Intl St	0.6%	0.7%	69,202	-0.5%	$5.9M
XOMExxon Mobil Corp	0.6%	0.7%	37,458	+13.0%	$5.1M
METAMeta Platforms Inc Class A	0.5%	0.5%	7,625	+0.7%	$4.3M
RTXRtx Corporation Com	0.4%	0.5%	21,694	+2.0%	$4.1M
IEURIshares Core Msci Europe	0.4%	0.4%	50,665	+0.0%	$3.8M
AXPAmerican Express Co Com	0.4%	0.4%	11,105	+4.5%	$3.8M
DFAXDimensional World Ex U.s. Core	0.4%	0.4%	98,904	+3.6%	$3.6M
MUMicron Technology Inc	0.4%	—	2,989	—	$3.5M
KOCoca Cola Co	0.3%	0.4%	38,246	-0.3%	$3.1M
SPLGSpdr Series Trust	0.3%	0.3%	35,309	+0.0%	$3.1M
CSCOCisco Sys Inc	0.3%	—	25,684	—	$3.0M
AGGIshares Tr	0.3%	0.4%	30,307	+0.9%	$3.0M
ABBVAbbvie Inc	0.3%	0.3%	11,815	+2.7%	$3.0M
CDNSCadence Design System Inc	0.3%	0.3%	7,791	-15.2%	$2.9M
VBRVanguard Small Cap Value ETF	0.3%	0.3%	11,817	-0.0%	$2.9M
AMDAdvanced Micro Devices Inc	0.3%	—	4,630	—	$2.7M
VVisa Inc Com Cl A	0.3%	0.3%	7,790	+2.5%	$2.7M
ADPAutomatic Data Processing Inc Com	0.3%	0.3%	11,744	+0.0%	$2.6M
BLKBlackrock Inc	0.3%	0.3%	2,732	-0.3%	$2.6M
JNJJohnson & Johnson	0.3%	0.3%	9,713	+2.1%	$2.5M
CSXCsx Corp Com	0.3%	0.3%	50,852	+0.4%	$2.4M
NEENextera Energy Inc Com	0.3%	0.3%	27,116	+0.0%	$2.4M
FFord Mtr Co	0.3%	—	169,728	—	$2.4M

What Arista Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+500.0% shares
VOOG Vanguard S&P 500 Growth ETF Total+486.0% shares
SCHG Schwab U.s. Large-Cap Growth ETF+43.1% shares
LRCX Lam Research Corp+18.3% shares
XOM Exxon Mobil Corp+13.0% shares

Reduced

CDNS Cadence Design System Inc-15.2% shares
GOOGL Alphabet Inc-7.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.2% /yr; S&P 500 +20.1%
3 years: +14.1% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$926.7M	266
Q1 2026	$821.5M	253
Q4 2025	$813.2M	248
Q3 2025	$803.8M	270
Q2 2025	$722.8M	248
Q1 2025	$412.6M	65
Q4 2024	$417.1M	67
Q3 2024	$416.4M	71
Q2 2024	$380.1M	65
Q1 2024	$130.9M	35
Q4 2023	$273.1M	54
Q3 2023	$255.4M	51

Questions about Arista Wealth Management, LLC's portfolio

What stocks does Arista Wealth Management, LLC own?

Arista Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 266 positions worth $926.7M. The largest are Dimensional US Core Equity Market ETF (DFAU) at 11.7%, Vanguard S&P 500 Growth ETF Total (VOOG) at 9.4%, Dfa U.s. Small Cap Value ETF (DFSV) at 9.0%, Vanguard Scottsdale Fds (VCIT) at 5.5% and Dimensional International Core Equity Ma (DFAI) at 4.8%.

What did Arista Wealth Management, LLC buy last quarter?

In Q2 2026, Arista Wealth Management, LLC added Vanguard Indx Fd (VUG) (+500.0% shares), Vanguard S&P 500 Growth ETF Total (VOOG) (+486.0% shares) and Schwab U.s. Large-Cap Growth ETF (SCHG) (+43.1% shares), compared with its Q1 2026 filing.

What did Arista Wealth Management, LLC sell last quarter?

In Q2 2026, Arista Wealth Management, LLC cut from its top 50 Northrop Grumman Corp (NOC), cut from its top 50 Lockheed Martin Corp Com (LMT), cut from its top 50 Goldman Sachs Group Inc (GS), cut from its top 50 Schwab Strategic Tr (FNDF), Cadence Design System Inc (CDNS) (-15.2% shares) and Alphabet Inc (GOOGL) (-7.6% shares), compared with its Q1 2026 filing.

How has Arista Wealth Management, LLC's portfolio performed?

A portfolio copying Arista Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.2% against +20.1%.

When is Arista Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Arista Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Arista Wealth Management, LLC manage?

Arista Wealth Management, LLC reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $926.7M.