Arista Wealth Management, LLC 13F Holdings · Q2 2026
Arista Wealth Management, LLC reported 266 securities worth $926.66M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAU (11.74%), VOOG (9.40%), DFSV (9.01%). Among its top 25 positions this quarter: 17 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $108.8M | 11.74% | 2.1M | Added |
| 2 | VOOG | VANGUARD ADMIRAL FDS INC | $87.1M | 9.40% | 1.1M | Added |
| 3 | DFSV | DIMENSIONAL ETF TRUST | $83.5M | 9.01% | 2.2M | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $50.7M | 5.47% | 613,150 | Added |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $44.4M | 4.79% | 1.1M | Added |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | $35.7M | 3.86% | 614,178 | Added |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | $27.6M | 2.98% | 467,858 | Added |
| 8 | DFAE | DIMENSIONAL ETF TRUST | $25.7M | 2.77% | 638,179 | Added |
| 9 | VUG | VANGUARD INDEX FDS | $25.4M | 2.74% | 295,158 | Added |
| 10 | AAPL | APPLE INC | $20.7M | 2.23% | 71,540 | Trimmed |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $19.8M | 2.14% | 26,551 | Trimmed |
| 12 | VOO | VANGUARD INDEX FDS | $19.5M | 2.11% | 28,421 | Trimmed |
| 13 | SCHG | SCHWAB STRATEGIC TR | $15.6M | 1.68% | 460,164 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $13.2M | 1.43% | 40,475 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $12.8M | 1.39% | 64,145 | Added |
| 16 | AMZN | AMAZON COM INC | $10.6M | 1.14% | 44,483 | Trimmed |
| 17 | AVGO | BROADCOM INC | $10.5M | 1.14% | 27,897 | Trimmed |
| 18 | DFAC | DIMENSIONAL ETF TRUST | $10.4M | 1.12% | 233,536 | Added |
| 19 | MSFT | MICROSOFT CORP | $9.3M | 1.00% | 24,924 | Added |
| 20 | GBFH | GBANK FINL HLDGS INC | $9.0M | 0.97% | 295,296 | Hold |
| 21 | GOOGL | ALPHABET INC | $8.4M | 0.91% | 23,535 | Trimmed |
| 22 | DFUS | DIMENSIONAL ETF TRUST | $8.0M | 0.86% | 97,246 | Trimmed |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $7.0M | 0.76% | 7,505 | Added |
| 24 | LLY | ELI LILLY & CO | $7.0M | 0.76% | 5,856 | Added |
| 25 | LRCX | LAM RESEARCH CORP | $7.0M | 0.75% | 16,071 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR