§ 13F · FUND PROFILE
Arista Wealth Management, LLC.
AUM · $927M (13F)Positions · 266Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 2.10M | $109M | 11.7% | +2% |
| 2 | VOOG | VANGUARD ADMIRAL FDS INC | 1.05M | $87M | 9.4% | +486% |
| 3 | DFSV | DIMENSIONAL ETF TRUST | 2.15M | $83M | 9.0% | +2% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 613K | $51M | 5.5% | +4% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 1.08M | $44M | 4.8% | +3% |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | 614K | $36M | 3.9% | +3% |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | 468K | $28M | 3.0% | +5% |
| 8 | DFAE | DIMENSIONAL ETF TRUST | 638K | $26M | 2.8% | +4% |
| 9 | VUG | VANGUARD INDEX FDS | 295K | $25M | 2.7% | +500% |
| 10 | AAPL | APPLE INC | 72K | $21M | 2.2% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARISTA SIGNAL
AC read
Arista Wealth Management, LLC is a Other fund managing $927 million in assets. The fund runs a broad portfolio of 266 positions.
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