EdgeMarket › What Arista Wealth Management, Llc reported owning
What Arista Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
821.5MPositions
253Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFAU Dimensional US Core Equity Market ETF | 93.3M | 11.4% | 2.1M | 53.06 | +21.1% |
| DFSV Dimensional US Small Cap Value ETF | 73.7M | 9.0% | 2.1M | 40.29 | +30.3% |
| VOOG Vanguard S&P 500 Growth ETF | 73.4M | 8.9% | 180.0K | 83.46 | +22.2% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 48.8M | 5.9% | 590.1K | 81.05 | -2.5% |
| DFAI Dimensional International Core Equity Market E | 40.7M | 5.0% | 1.0M | 43.35 | +21.1% |
| VGSH Vanguard Short-Term Treasury ETF | 34.9M | 4.2% | 595.6K | 58.13 | -0.9% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 26.6M | 3.2% | 447.5K | 58.31 | -2.3% |
| VUG Vanguard Morningstar Growth ETF | 21.5M | 2.6% | 49.2K | 87.50 | +15.9% |
| DFAE Dimensional Emerging Core Equity Market ETF | 20.9M | 2.5% | 616.1K | 39.49 | +32.0% |
| AAPL Apple Inc. | 18.6M | 2.3% | 73.4K | 309.35 | +36.9% |
| VOO Vanguard S&P 500 ETF | 17.4M | 2.1% | 29.0K | 703.71 | +20.0% |
| SPY SPDR S&P 500 ETF TRUST | 17.3M | 2.1% | 26.6K | 765.72 | +20.0% |
| JPM JPMORGAN CHASE & CO | 11.9M | 1.4% | 40.4K | 351.58 | +20.3% |
| NVDA NVIDIA CORP | 10.8M | 1.3% | 61.7K | 214.72 | +22.4% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 9.4M | 1.1% | 321.5K | 35.32 | +17.3% |
| AMZN AMAZON COM INC | 9.3M | 1.1% | 44.8K | 258.63 | +15.6% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 9.1M | 1.1% | 233.5K | 45.61 | +22.8% |
| AVGO Broadcom Inc. | 8.9M | 1.1% | 28.9K | 368.45 | +26.5% |
| MSFT MICROSOFT CORP | 8.8M | 1.1% | 23.9K | 483.24 | -4.4% |
| GBFH GBank Financial Holdings Inc. | 7.9M | 1.0% | 295.3K | 21.21 | -45.8% |
| COST COSTCO WHOLESALE CORP /NEW | 7.4M | 0.9% | 7.5K | 947.74 | -4.7% |
| GOOGL Alphabet Inc. | 7.3M | 0.9% | 25.5K | 344.82 | +73.0% |
| DFUS Dimensional U.S. Equity Market ETF | 7.1M | 0.9% | 99.5K | 83.64 | +20.8% |
| VTI Vanguard Morningstar Total Stock Market ETF | 5.7M | 0.7% | 17.9K | 378.24 | +20.5% |
| XOM ExxonMobil Holdings Corp | 5.6M | 0.7% | 33.1K | 165.11 | +52.1% |
| IVV iShares Core S&P 500 ETF | 5.5M | 0.7% | 8.4K | 769.31 | +20.0% |
| VXUS Vanguard Total International Stock ETF | 5.4M | 0.7% | 69.5K | 87.71 | +22.7% |
| LLY ELI LILLY & Co | 5.3M | 0.6% | 5.8K | 1,255.40 | +78.0% |
| META Meta Platforms, Inc. | 4.3M | 0.5% | 7.6K | 549.90 | -26.5% |
| RTX RTX Corp | 4.1M | 0.5% | 21.3K | 209.91 | +34.1% |
| IEUR iShares Core MSCI Europe ETF | 3.6M | 0.4% | 50.7K | 78.41 | +16.0% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 3.2M | 0.4% | 95.5K | 38.16 | +24.9% |
| AXP AMERICAN EXPRESS CO | 3.2M | 0.4% | 10.6K | 336.00 | +8.9% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3.0M | 0.4% | 30.0K | 97.35 | -1.7% |
| NOC NORTHROP GRUMMAN CORP /DE/ | 3.0M | 0.4% | 4.3K | 551.03 | -7.0% |
| KO COCA COLA CO | 2.9M | 0.4% | 38.3K | 91.10 | +28.9% |
| LRCX LAM RESEARCH CORP | 2.9M | 0.4% | 13.6K | 314.00 | +216.7% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 2.7M | 0.3% | 35.3K | 90.13 | +20.1% |
| BLK BlackRock, Inc. | 2.6M | 0.3% | 2.7K | 1,156.55 | +2.5% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 2.6M | 0.3% | 11.8K | 249.18 | +22.7% |
| CDNS CADENCE DESIGN SYSTEMS INC | 2.6M | 0.3% | 9.2K | 319.02 | -7.7% |
| NEE NEXTERA ENERGY INC | 2.5M | 0.3% | 27.1K | 83.65 | +9.8% |
| ABBV AbbVie Inc. | 2.5M | 0.3% | 11.5K | 264.96 | +26.7% |
| LMT LOCKHEED MARTIN CORP | 2.5M | 0.3% | 4.1K | 563.57 | +26.4% |
| GS GOLDMAN SACHS GROUP INC | 2.5M | 0.3% | 2.9K | 1,039.28 | +44.2% |
| ADP AUTOMATIC DATA PROCESSING INC | 2.4M | 0.3% | 11.7K | 280.81 | -9.1% |
| JNJ JOHNSON & JOHNSON | 2.3M | 0.3% | 9.5K | 270.24 | +51.1% |
| V VISA INC. | 2.3M | 0.3% | 7.6K | 371.04 | +7.9% |
| FNDF Schwab Fundamental International Equity ETF | 2.2M | 0.3% | 45.9K | 55.84 | +32.1% |
| CSX CSX CORP | 2.1M | 0.3% | 50.6K | 51.59 | +43.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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