CIK 1964758
Arista Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
248
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 248
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 2.1M | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 191K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 2.1M | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 577K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 1.1M | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 580K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 436K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 49K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 638K | $1M+ | SH |
| AAPL | APPLE INC | 74K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 30K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 27K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 39K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 63K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 23K | $1M+ | SH |
| GBFH | GBANK FINL HLDGS INC | 295K | $1M+ | SH |
| AVGO | BROADCOM INC | 27K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 234K | $1M+ | SH |
| AMZN | AMAZON COM INC | 40K | $1M+ | SH |
| GOOGL | ALPHABET INC | 24K | $1M+ | SH |
| LLY | ELI LILLY & CO | 6K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| IVV | ISHARES TR | 8K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 71K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 33K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 11K | $1M+ | SH |
| RTX | RTX CORPORATION | 21K | $1M+ | SH |
| IEUR | ISHARES TR | 51K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 4K | $1M+ | SH |
| META | META PLATFORMS INC | 5K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 93K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 12K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 37K | $1M+ | SH |
| BLK | BLACKROCK INC | 3K | $1M+ | SH |
| AGG | ISHARES TR | 29K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 9K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 16K | $1M+ | SH |
| KO | COCA COLA CO | 39K | $1M+ | SH |
| V | VISA INC | 8K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| ABBV | ABBVIE INC | 11K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 4K | $1M+ | SH |
| GPI | GROUP 1 AUTOMOTIVE INC | 6K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 11K | $1M+ | SH |
| F | FORD MTR CO | 170K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 27K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 4K | $1M+ | SH |
| GOOG | ALPHABET INC | 7K | $1M+ | SH |
| CSCO | CISCO SYS INC | 26K | $1M+ | SH |