Arista Wealth Management, LLC
CIK: 0001964758SEC EDGAR →
Portfolio Value
$813.2M
Holdings
248
As of
Q4 2025
New Positions
248
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,144,139 | $100.3M | 12.34% |
| 2 | VANGUARD ADMIRAL FDS INC | 190,784 | $84.8M | 10.43% |
| 3 | DIMENSIONAL ETF TRUST | 2,079,167 | $68.4M | 8.41% |
| 4 | VANGUARD SCOTTSDALE FDS | 577,207 | $48.3M | 5.94% |
| 5 | DIMENSIONAL ETF TRUST | 1,086,178 | $41.4M | 5.09% |
| 6 | VANGUARD SCOTTSDALE FDS | 579,828 | $34.1M | 4.19% |
| 7 | VANGUARD SCOTTSDALE FDS | 435,926 | $26.1M | 3.21% |
| 8 | VANGUARD INDEX FDS | 49,193 | $24.0M | 2.95% |
| 9 | DIMENSIONAL ETF TRUST | 637,918 | $20.8M | 2.55% |
| 10 | APPLE INC | 74,078 | $20.1M | 2.48% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (248)
$100.3M · 2.1M shares
$84.8M · 191K shares
$68.4M · 2.1M shares
$48.3M · 577K shares
$41.4M · 1.1M shares
$34.1M · 580K shares
$26.1M · 436K shares
$24.0M · 49K shares
$20.8M · 638K shares
$20.1M · 74K shares
$19.1M · 30K shares
$18.1M · 27K shares
$12.4M · 39K shares
$11.8M · 63K shares
$11.1M · 23K shares
$10.0M · 295K shares
$9.3M · 27K shares
$9.3M · 234K shares
$9.2M · 40K shares
$7.6M · 24K shares
$6.2M · 6K shares
$6.0M · 18K shares
$5.7M · 8K shares
$5.3M · 71K shares
$5.2M · 6K shares
$4.0M · 33K shares
$3.9M · 11K shares
$3.8M · 21K shares
$3.6M · 51K shares
$3.3M · 4K shares
$3.3M · 5K shares
$3.0M · 93K shares
$3.0M · 12K shares
$3.0M · 37K shares
$2.9M · 3K shares
$2.9M · 29K shares
$2.9M · 9K shares
$2.8M · 16K shares
$2.8M · 39K shares
$2.7M · 8K shares
$2.6M · 12K shares
$2.6M · 11K shares
$2.4M · 4K shares
$2.4M · 6K shares
$2.3M · 11K shares
$2.2M · 170K shares
$2.2M · 27K shares
$2.2M · 4K shares
$2.1M · 7K shares
$2.0M · 26K shares
$1.9M · 37K shares
$1.9M · 17K shares
$1.8M · 43K shares
$1.8M · 51K shares
$1.8M · 46K shares
$1.8M · 24K shares
$1.7M · 21K shares
$1.7M · 16K shares
$1.7M · 54K shares
$1.6M · 50K shares
$1.6M · 3K shares
$1.6M · 2K shares
$1.5M · 9K shares
$1.5M · 61K shares
$1.5M · 18K shares
$1.5M · 10K shares
$1.5M · 5K shares
$1.5M · 5K shares
$1.5M · 69K shares
$1.5M · 6K shares
$1.5M · 10K shares
$1.5M · 3K shares
$1.4M · 4K shares
$1.4M · 15K shares
$1.4M · 14K shares
$1.3M · 17K shares
$1.3M · 5K shares
$1.3M · 14K shares
$1.3M · 3K shares
$1.3M · 3K shares
$1.2M · 7K shares
$1.2M · 5K shares
$1.1M · 2K shares
$1.1M · 5K shares
$1.1M · 4K shares
$1.1M · 9K shares
$1.1M · 4K shares
$1.1M · 6K shares
$1.1M · 30K shares
$1.1M · 13K shares
$982K · 3K shares
$964K · 8K shares
$954K · 16K shares
$945K · 3K shares
$905K · 6K shares
$870K · 5K shares
$858K · 19K shares
$857K · 4K shares
$854K · 6K shares
$850K · 3K shares
$844K · 2K shares
$844K · 5K shares
$837K · 7K shares
$837K · 6K shares
$804K · 12K shares
$801K · 3K shares
$799K · 8K shares
$793K · 9K shares
$781K · 7K shares
$775K · 6K shares
$774K · 31K shares
$752K · 25K shares
$746K · 3K shares
$734K · 1K shares
$733K · 9K shares
$687K · 7K shares
$678K · 10K shares
$644K · 8K shares
$639K · 2K shares
$637K · 8K shares
$632K · 3K shares
$630K · 5K shares
$621K · 4K shares
$612K · 4K shares
$609K · 3K shares
$601K · 16K shares
$596K · 5K shares
$590K · 21K shares
$573K · 10K shares
$572K · 21K shares
$563K · 3K shares
$545K · 10K shares
$529K · 10K shares
$521K · 19K shares
$520K · 1K shares
$515K · 36K shares
$496K · 6K shares
$493K · 3K shares
$486K · 30K shares
$484K · 4K shares
$481K · 2K shares
$475K · 8K shares
$472K · 12K shares
$466K · 5K shares
$466K · 6K shares
$466K · 3K shares
$460K · 5K shares
$448K · 813 shares
$446K · 4K shares
$441K · 18K shares
$435K · 6K shares
$433K · 3K shares
$431K · 3K shares
$430K · 3K shares
$413K · 14K shares
$408K · 18K shares
$402K · 7K shares
$398K · 2K shares
$397K · 1K shares
$395K · 14K shares
$394K · 7K shares
$389K · 7K shares
$387K · 16K shares
$382K · 567 shares
$380K · 13K shares
$379K · 2K shares
$379K · 7K shares
$374K · 2K shares
$370K · 2K shares
$366K · 10K shares
$364K · 8K shares
$360K · 10K shares
$360K · 8K shares
$360K · 3K shares
$359K · 3K shares
$358K · 2K shares
$356K · 2K shares
$354K · 4K shares
$354K · 9K shares
$350K · 15K shares
$347K · 2K shares
$346K · 5K shares
$345K · 1K shares
$341K · 6K shares
$340K · 6K shares
$336K · 18K shares
$334K · 5K shares
$331K · 3K shares
$330K · 1K shares
$329K · 5K shares
$325K · 2K shares
$324K · 10K shares
$324K · 4K shares
$321K · 5K shares
$318K · 2K shares
$317K · 1K shares
$313K · 2K shares
$311K · 9K shares
$310K · 2K shares
$305K · 2K shares
$304K · 7K shares
$304K · 18K shares
$301K · 2K shares
$300K · 11K shares
$299K · 4K shares
$298K · 9K shares
$296K · 633 shares
$294K · 7K shares
$290K · 47K shares
$290K · 15K shares
$287K · 1K shares
$286K · 4K shares
$281K · 10K shares
$275K · 313 shares
$267K · 4K shares
$267K · 2K shares
$266K · 3K shares
$262K · 15K shares
$261K · 10K shares
$260K · 2K shares
$255K · 4K shares
$253K · 15K shares
$252K · 6K shares
$250K · 332 shares
$248K · 6K shares
$245K · 11K shares
$244K · 10K shares
$242K · 9K shares
$237K · 3K shares
$233K · 3K shares
$231K · 10K shares
$230K · 10K shares
$228K · 1K shares
$227K · 6K shares
$222K · 2K shares
$221K · 10K shares
$218K · 2K shares
$216K · 2K shares
$216K · 3K shares
$215K · 992 shares
$213K · 2K shares
$213K · 5K shares
$208K · 5K shares
$206K · 4K shares
$205K · 20K shares
$200K · 2K shares
$170K · 11K shares
$150K · 29K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $606.6M | 74.6% |
| Technology | 50 | $79.4M | 9.8% |
| Industrials | 25 | $26.4M | 3.2% |
| Consumer Cyclical | 12 | $22.1M | 2.7% |
| Healthcare | 20 | $21.6M | 2.7% |
| Communication Services | 6 | $14.9M | 1.8% |
| Energy | 21 | $14.1M | 1.7% |
| Consumer Defensive | 9 | $13.4M | 1.6% |
| Unknown | 10 | $6.5M | 0.8% |
| Utilities | 5 | $4.3M | 0.5% |
| Basic Materials | 7 | $2.7M | 0.3% |
| Real Estate | 3 | $1.2M | 0.2% |