Arista Wealth Management, LLC

Est. AUM

$926.7M

13F long equity, this entity only

Positions

266

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$108.8M	2104785	11.74%	SOLE
2	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$87.1M	1054603	9.40%	SOLE
3	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$83.5M	2151928	9.01%	SOLE
4	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$50.7M	613150	5.47%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$44.4M	1077141	4.79%	SOLE
6	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$35.7M	614178	3.86%	SOLE
7	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$27.6M	467858	2.98%	SOLE
8	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$25.7M	638179	2.77%	SOLE
9	VANGUARD INDEX FDS	GROWTH ETF	$25.4M	295158	2.74%	SOLE
10	APPLE INC	COM	$20.7M	71540	2.23%	SOLE
11	STATE STR SPDR S&P 500 ETF T	TR UNIT	$19.8M	26551	2.14%	SOLE
12	VANGUARD INDEX FDS	S&P 500 ETF SHS	$19.5M	28421	2.11%	SOLE
13	SCHWAB STRATEGIC TR	US LCAP GR ETF	$15.6M	460164	1.68%	SOLE
14	JPMORGAN CHASE & CO	COM	$13.2M	40475	1.43%	SOLE
15	NVIDIA CORPORATION	COM	$12.8M	64145	1.39%	SOLE
16	AMAZON COM INC	COM	$10.6M	44483	1.14%	SOLE
17	BROADCOM INC	COM	$10.5M	27897	1.14%	SOLE
18	DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$10.4M	233536	1.12%	SOLE
19	MICROSOFT CORP	COM	$9.3M	24924	1.00%	SOLE
20	GBANK FINL HLDGS INC	COM	$8.9M	295296	0.97%	SOLE
21	ALPHABET INC	CAP STK CL A	$8.4M	23535	0.91%	SOLE
22	DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$8.0M	97246	0.86%	SOLE
23	ELI LILLY & CO	COM	$7.0M	5856	0.76%	SOLE
24	COSTCO WHOLESALE CORPORATION	COM	$7.0M	7505	0.76%	SOLE
25	LAM RESEARCH CORP	COM NEW	$7.0M	16071	0.75%	SOLE
26	VANGUARD INDEX FDS	TOTAL STK MKT	$6.6M	17850	0.71%	SOLE
27	ISHARES TR	CORE S&P500 ETF	$6.3M	8360	0.68%	SOLE
28	VANGUARD STAR FDS	VG TL INTL STK F	$5.9M	69202	0.64%	SOLE
29	EXXON MOBIL CORP	COM	$5.1M	37458	0.55%	SOLE
30	META PLATFORMS INC	CL A	$4.3M	7625	0.46%	SOLE
31	RTX CORPORATION	COM	$4.1M	21694	0.44%	SOLE
32	ISHARES TR	CORE MSCI EURO	$3.8M	50665	0.41%	SOLE
33	AMERICAN EXPRESS CO	COM	$3.8M	11105	0.41%	SOLE
34	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$3.6M	98904	0.39%	SOLE
35	MICRON TECHNOLOGY INC	COM	$3.5M	2989	0.37%	SOLE
36	COCA COLA CO	COM	$3.1M	38246	0.34%	SOLE
37	SPDR SERIES TRUST	ST STR P500ETF	$3.1M	35309	0.33%	SOLE
38	CISCO SYS INC	COM	$3.0M	25684	0.33%	SOLE
39	ISHARES TR	CORE US AGGBD ET	$3.0M	30307	0.32%	SOLE
40	ABBVIE INC	COM	$3.0M	11815	0.32%	SOLE
41	CADENCE DESIGN SYSTEM INC	COM	$2.9M	7791	0.32%	SOLE
42	VANGUARD INDEX FDS	SM CP VAL ETF	$2.9M	11817	0.31%	SOLE
43	ADVANCED MICRO DEVICES INC	COM	$2.7M	4630	0.29%	SOLE
44	VISA INC	COM CL A	$2.7M	7790	0.29%	SOLE
45	AUTOMATIC DATA PROCESSING IN	COM	$2.6M	11744	0.28%	SOLE
46	BLACKROCK INC	COM	$2.6M	2732	0.28%	SOLE
47	JOHNSON & JOHNSON	COM	$2.5M	9713	0.27%	SOLE
48	CSX CORP	COM	$2.4M	50852	0.26%	SOLE
49	NEXTERA ENERGY INC	COM	$2.4M	27116	0.26%	SOLE
50	FORD MTR CO	COM	$2.4M	169728	0.25%	SOLE

1–50 of 266

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.