Institutions / Arista Wealth Management, LLC
Arista Wealth Management, LLC
CIK 1964758 · Institution · as of Dec 31, 2025
Portfolio value
$813.23M
Positions
248
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 248 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $100.35M | 12.3% |
| Vanguard Admiral Fds Inc | $84.82M | 10.4% |
| Dimensional ETF Trust | $68.38M | 8.4% |
| Vanguard Scottsdale Fds | $48.34M | 5.9% |
| Dimensional ETF Trust | $41.39M | 5.1% |
| Vanguard Scottsdale Fds | $34.05M | 4.2% |
| Vanguard Scottsdale Fds | $26.13M | 3.2% |
| Vanguard Index Fds | $24.00M | 3.0% |
| Dimensional ETF Trust | $20.78M | 2.6% |
| Apple Inc. | $20.14M | 2.5% |
| Vanguard Index Fds | $19.10M | 2.3% |
| SPDR S&P 500 ETF Tr | $18.13M | 2.2% |
| JPMorgan Chase & Co | $12.44M | 1.5% |
| NVIDIA Corp | $11.84M | 1.5% |
| Microsoft Corp | $11.05M | 1.4% |
| GBank Financial Holdings Inc.GBFH | $10.01M | 1.2% |
| Broadcom Inc. | $9.26M | 1.1% |
| Dimensional ETF Trust | $9.26M | 1.1% |
| Amazon.com Inc | $9.18M | 1.1% |
| Alphabet Inc. | $7.62M | 0.9% |
| ELI LILLY & Co | $6.18M | 0.8% |
| Vanguard Index Fds | $5.99M | 0.7% |
| iShares Tr | $5.74M | 0.7% |
| Vanguard Star Fds | $5.34M | 0.7% |
| Costco Wholesale Corp /New | $5.22M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.