Arista Wealth Management, LLC
CIK: 0001964758SEC EDGAR →
Portfolio Value
$813.2B
Holdings
248
As of
Q4 2025
New Positions
248
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,144,139 | $100.3B | 12.34% |
| 2 | VANGUARD ADMIRAL FDS INC | 190,784 | $84.8B | 10.43% |
| 3 | DIMENSIONAL ETF TRUST | 2,079,167 | $68.4B | 8.41% |
| 4 | VANGUARD SCOTTSDALE FDS | 577,207 | $48.3B | 5.94% |
| 5 | DIMENSIONAL ETF TRUST | 1,086,178 | $41.4B | 5.09% |
| 6 | VANGUARD SCOTTSDALE FDS | 579,828 | $34.1B | 4.19% |
| 7 | VANGUARD SCOTTSDALE FDS | 435,926 | $26.1B | 3.21% |
| 8 | VANGUARD INDEX FDS | 49,193 | $24.0B | 2.95% |
| 9 | DIMENSIONAL ETF TRUST | 637,918 | $20.8B | 2.55% |
| 10 | APPLE INC | 74,078 | $20.1B | 2.48% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (248)
$100.3B · 2.1M shares
$84.8B · 191K shares
$68.4B · 2.1M shares
$48.3B · 577K shares
$41.4B · 1.1M shares
$34.1B · 580K shares
$26.1B · 436K shares
$24.0B · 49K shares
$20.8B · 638K shares
$20.1B · 74K shares
$19.1B · 30K shares
$18.1B · 27K shares
$12.4B · 39K shares
$11.8B · 63K shares
$11.1B · 23K shares
$10.0B · 295K shares
$9.3B · 27K shares
$9.3B · 234K shares
$9.2B · 40K shares
$7.6B · 24K shares
$6.2B · 6K shares
$6.0B · 18K shares
$5.7B · 8K shares
$5.3B · 71K shares
$5.2B · 6K shares
$4.0B · 33K shares
$3.9B · 11K shares
$3.8B · 21K shares
$3.6B · 51K shares
$3.3B · 4K shares
$3.3B · 5K shares
$3.0B · 93K shares
$3.0B · 12K shares
$3.0B · 37K shares
$2.9B · 3K shares
$2.9B · 29K shares
$2.9B · 9K shares
$2.8B · 16K shares
$2.8B · 39K shares
$2.7B · 8K shares
$2.6B · 12K shares
$2.6B · 11K shares
$2.4B · 4K shares
$2.4B · 6K shares
$2.3B · 11K shares
$2.2B · 170K shares
$2.2B · 27K shares
$2.2B · 4K shares
$2.1B · 7K shares
$2.0B · 26K shares
$1.9B · 37K shares
$1.9B · 17K shares
$1.8B · 43K shares
$1.8B · 51K shares
$1.8B · 46K shares
$1.8B · 24K shares
$1.7B · 21K shares
$1.7B · 16K shares
$1.7B · 54K shares
$1.6B · 50K shares
$1.6B · 3K shares
$1.6B · 2K shares
$1.5B · 9K shares
$1.5B · 61K shares
$1.5B · 18K shares
$1.5B · 10K shares
$1.5B · 5K shares
$1.5B · 5K shares
$1.5B · 69K shares
$1.5B · 6K shares
$1.5B · 10K shares
$1.5B · 3K shares
$1.4B · 4K shares
$1.4B · 15K shares
$1.4B · 14K shares
$1.3B · 17K shares
$1.3B · 5K shares
$1.3B · 14K shares
$1.3B · 3K shares
$1.3B · 3K shares
$1.2B · 7K shares
$1.2B · 5K shares
$1.1B · 2K shares
$1.1B · 5K shares
$1.1B · 4K shares
$1.1B · 9K shares
$1.1B · 4K shares
$1.1B · 6K shares
$1.1B · 30K shares
$1.1B · 13K shares
$982.0M · 3K shares
$964.0M · 8K shares
$954.0M · 16K shares
$945.0M · 3K shares
$905.0M · 6K shares
$870.0M · 5K shares
$858.0M · 19K shares
$857.0M · 4K shares
$854.0M · 6K shares
$850.0M · 3K shares
$844.0M · 2K shares
$844.0M · 5K shares
$837.0M · 7K shares
$837.0M · 6K shares
$804.0M · 12K shares
$801.0M · 3K shares
$799.0M · 8K shares
$793.0M · 9K shares
$781.0M · 7K shares
$775.0M · 6K shares
$774.0M · 31K shares
$752.0M · 25K shares
$746.0M · 3K shares
$734.0M · 1K shares
$733.0M · 9K shares
$687.0M · 7K shares
$678.0M · 10K shares
$644.0M · 8K shares
$639.0M · 2K shares
$637.0M · 8K shares
$632.0M · 3K shares
$630.0M · 5K shares
$621.0M · 4K shares
$612.0M · 4K shares
$609.0M · 3K shares
$601.0M · 16K shares
$596.0M · 5K shares
$590.0M · 21K shares
$573.0M · 10K shares
$572.0M · 21K shares
$563.0M · 3K shares
$545.0M · 10K shares
$529.0M · 10K shares
$521.0M · 19K shares
$520.0M · 1K shares
$515.0M · 36K shares
$496.0M · 6K shares
$493.0M · 3K shares
$486.0M · 30K shares
$484.0M · 4K shares
$481.0M · 2K shares
$475.0M · 8K shares
$472.0M · 12K shares
$466.0M · 5K shares
$466.0M · 6K shares
$466.0M · 3K shares
$460.0M · 5K shares
$448.0M · 813 shares
$446.0M · 4K shares
$441.0M · 18K shares
$435.0M · 6K shares
$433.0M · 3K shares
$431.0M · 3K shares
$430.0M · 3K shares
$413.0M · 14K shares
$408.0M · 18K shares
$402.0M · 7K shares
$398.0M · 2K shares
$397.0M · 1K shares
$395.0M · 14K shares
$394.0M · 7K shares
$389.0M · 7K shares
$387.0M · 16K shares
$382.0M · 567 shares
$380.0M · 13K shares
$379.0M · 2K shares
$379.0M · 7K shares
$374.0M · 2K shares
$370.0M · 2K shares
$366.0M · 10K shares
$364.0M · 8K shares
$360.0M · 10K shares
$360.0M · 8K shares
$360.0M · 3K shares
$359.0M · 3K shares
$358.0M · 2K shares
$356.0M · 2K shares
$354.0M · 4K shares
$354.0M · 9K shares
$350.0M · 15K shares
$347.0M · 2K shares
$346.0M · 5K shares
$345.0M · 1K shares
$341.0M · 6K shares
$340.0M · 6K shares
$336.0M · 18K shares
$334.0M · 5K shares
$331.0M · 3K shares
$330.0M · 1K shares
$329.0M · 5K shares
$325.0M · 2K shares
$324.0M · 10K shares
$324.0M · 4K shares
$321.0M · 5K shares
$318.0M · 2K shares
$317.0M · 1K shares
$313.0M · 2K shares
$311.0M · 9K shares
$310.0M · 2K shares
$305.0M · 2K shares
$304.0M · 7K shares
$304.0M · 18K shares
$301.0M · 2K shares
$300.0M · 11K shares
$299.0M · 4K shares
$298.0M · 9K shares
$296.0M · 633 shares
$294.0M · 7K shares
$290.0M · 47K shares
$290.0M · 15K shares
$287.0M · 1K shares
$286.0M · 4K shares
$281.0M · 10K shares
$275.0M · 313 shares
$267.0M · 4K shares
$267.0M · 2K shares
$266.0M · 3K shares
$262.0M · 15K shares
$261.0M · 10K shares
$260.0M · 2K shares
$255.0M · 4K shares
$253.0M · 15K shares
$252.0M · 6K shares
$250.0M · 332 shares
$248.0M · 6K shares
$245.0M · 11K shares
$244.0M · 10K shares
$242.0M · 9K shares
$237.0M · 3K shares
$233.0M · 3K shares
$231.0M · 10K shares
$230.0M · 10K shares
$228.0M · 1K shares
$227.0M · 6K shares
$222.0M · 2K shares
$221.0M · 10K shares
$218.0M · 2K shares
$216.0M · 2K shares
$216.0M · 3K shares
$215.0M · 992 shares
$213.0M · 2K shares
$213.0M · 5K shares
$208.0M · 5K shares
$206.0M · 4K shares
$205.0M · 20K shares
$200.0M · 2K shares
$170.0M · 11K shares
$150.0M · 29K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $606.6B | 74.6% |
| Technology | 50 | $79.4B | 9.8% |
| Industrials | 25 | $26.4B | 3.2% |
| Consumer Cyclical | 12 | $22.1B | 2.7% |
| Healthcare | 20 | $21.6B | 2.7% |
| Communication Services | 6 | $14.9B | 1.8% |
| Energy | 21 | $14.1B | 1.7% |
| Consumer Defensive | 9 | $13.4B | 1.6% |
| Unknown | 10 | $6.5B | 0.8% |
| Utilities | 5 | $4.3B | 0.5% |
| Basic Materials | 7 | $2.7B | 0.3% |
| Real Estate | 3 | $1.2B | 0.2% |