§ 13F · FUND PROFILE
Arista Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $804M (13F)Positions · 271Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$32M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 2.07M | $93M | 11.4% | −4% |
| 2 | DFSV | DIMENSIONAL ETF TRUST | 2.10M | $74M | 9.0% | +1% |
| 3 | VOOG | VANGUARD ADMIRAL FDS INC | 180K | $73M | 8.9% | −6% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 590K | $49M | 5.9% | +2% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 1.04M | $41M | 5.0% | −4% |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | 596K | $35M | 4.2% | +3% |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | 447K | $27M | 3.2% | +3% |
| 8 | VUG | VANGUARD INDEX FDS | 49K | $21M | 2.6% | ±0% |
| 9 | DFAE | DIMENSIONAL ETF TRUST | 616K | $21M | 2.5% | −3% |
| 10 | AAPL | APPLE INC | 73K | $19M | 2.3% | −1% |
§ 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 $804 million in assets. The fund runs a broad portfolio of 271 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed