Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustUS CORE EQT MKT | US CORE EQT MKT | $109M | 11.7% |
| Vanguard Admiral Fds Inc.500 GRTH IDX F | 500 GRTH IDX F | $87.1M | 9.4% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $83.5M | 9.0% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $50.7M | 5.5% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $44.4M | 4.8% |
| Vanguard Scottsdale FdsSHORT TERM TREAS | SHORT TERM TREAS | $35.7M | 3.9% |
| Vanguard Scottsdale FdsINTER TERM TREAS | INTER TERM TREAS | $27.6M | 3.0% |
| Dimensional ETF TrustEMGR CRE EQT MNG | EMGR CRE EQT MNG | $25.7M | 2.8% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $25.4M | 2.7% |
| Apple Inc.COM | COM | $20.7M | 2.2% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $19.8M | 2.1% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $19.5M | 2.1% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $15.6M | 1.7% |
| JPMORGAN Chase & COCOM | COM | $13.2M | 1.4% |
| Nvidia CorporationCOM | COM | $12.8M | 1.4% |
| Amazon Com Inc.COM | COM | $10.6M | 1.1% |
| Broadcom Inc.COM | COM | $10.5M | 1.1% |
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $10.4M | 1.1% |
| Microsoft Corp.COM | COM | $9.3M | 1.0% |
| Gbank Finl Hldgs Inc.COM | COM | $8.95M | 1.0% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $8.41M | 0.9% |
| Dimensional ETF TrustUS EQUI MARK ETF | US EQUI MARK ETF | $7.97M | 0.9% |
| Eli Lilly & COCOM | COM | $7.02M | 0.8% |
| Costco Wholesale CorporationCOM | COM | $7.02M | 0.8% |
| Lam Research Corp.COM NEW | COM NEW | $6.96M | 0.8% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $6.61M | 0.7% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $6.26M | 0.7% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $5.92M | 0.6% |
| Exxon Mobil Corp.COM | COM | $5.12M | 0.6% |
| Meta Platforms Inc.CL A | CL A | $4.29M | 0.5% |
| Rtx CorporationCOM | COM | $4.12M | 0.4% |
| iShares TRCORE MSCI EURO | CORE MSCI EURO | $3.81M | 0.4% |
| American Express COCOM | COM | $3.76M | 0.4% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $3.64M | 0.4% |
| Micron Technology Inc.COM | COM | $3.45M | 0.4% |
| Coca Cola COCOM | COM | $3.11M | 0.3% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $3.1M | 0.3% |
| Cisco Sys Inc.COM | COM | $3.02M | 0.3% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $3M | 0.3% |
| Abbvie Inc.COM | COM | $2.97M | 0.3% |
| Cadence Design System Inc.COM | COM | $2.92M | 0.3% |
| Vanguard Index FdsSM CP VAL ETF | SM CP VAL ETF | $2.87M | 0.3% |
| Advanced Micro Devices Inc.COM | COM | $2.69M | 0.3% |
| Visa Inc.COM CL A | COM CL A | $2.67M | 0.3% |
| Automatic Data Processing INCOM | COM | $2.63M | 0.3% |
| Blackrock Inc.COM | COM | $2.63M | 0.3% |
| Johnson & JohnsonCOM | COM | $2.47M | 0.3% |
| CSX Corp.COM | COM | $2.42M | 0.3% |
| Nextera Energy Inc.COM | COM | $2.38M | 0.3% |
| Ford Mtr COCOM | COM | $2.36M | 0.3% |
Dimensional ETF TrustUS CORE EQT MKT$109M
- Class
- US CORE EQT MKT
- Share
- 11.7%
Vanguard Admiral Fds Inc.500 GRTH IDX F$87.1M
- Class
- 500 GRTH IDX F
- Share
- 9.4%
Dimensional ETF TrustUS SMALL CAP ETF$83.5M
- Class
- US SMALL CAP ETF
- Share
- 9.0%
Vanguard Scottsdale FdsINT-TERM CORP$50.7M
- Class
- INT-TERM CORP
- Share
- 5.5%
Dimensional ETF TrustINTL CORE EQT MK$44.4M
- Class
- INTL CORE EQT MK
- Share
- 4.8%
Vanguard Scottsdale FdsSHORT TERM TREAS$35.7M
- Class
- SHORT TERM TREAS
- Share
- 3.9%
Vanguard Scottsdale FdsINTER TERM TREAS$27.6M
- Class
- INTER TERM TREAS
- Share
- 3.0%
Dimensional ETF TrustEMGR CRE EQT MNG$25.7M
- Class
- EMGR CRE EQT MNG
- Share
- 2.8%
Vanguard Index FdsGROWTH ETF$25.4M
- Class
- GROWTH ETF
- Share
- 2.7%
Apple Inc.COM$20.7M
- Class
- COM
- Share
- 2.2%
State Str SPDR S&P 500 ETF TTR UNIT$19.8M
- Class
- TR UNIT
- Share
- 2.1%
Vanguard Index FdsS&P 500 ETF SHS$19.5M
- Class
- S&P 500 ETF SHS
- Share
- 2.1%
Schwab Strategic TRUS LCAP GR ETF$15.6M
- Class
- US LCAP GR ETF
- Share
- 1.7%
JPMORGAN Chase & COCOM$13.2M
- Class
- COM
- Share
- 1.4%
Nvidia CorporationCOM$12.8M
- Class
- COM
- Share
- 1.4%
Amazon Com Inc.COM$10.6M
- Class
- COM
- Share
- 1.1%
Broadcom Inc.COM$10.5M
- Class
- COM
- Share
- 1.1%
Dimensional ETF TrustUS COR EQU 2 ETF$10.4M
- Class
- US COR EQU 2 ETF
- Share
- 1.1%
Microsoft Corp.COM$9.3M
- Class
- COM
- Share
- 1.0%
Gbank Finl Hldgs Inc.COM$8.95M
- Class
- COM
- Share
- 1.0%
Alphabet Inc.CAP STK CL A$8.41M
- Class
- CAP STK CL A
- Share
- 0.9%
Dimensional ETF TrustUS EQUI MARK ETF$7.97M
- Class
- US EQUI MARK ETF
- Share
- 0.9%
Eli Lilly & COCOM$7.02M
- Class
- COM
- Share
- 0.8%
Costco Wholesale CorporationCOM$7.02M
- Class
- COM
- Share
- 0.8%
Lam Research Corp.COM NEW$6.96M
- Class
- COM NEW
- Share
- 0.8%
Vanguard Index FdsTOTAL STK MKT$6.61M
- Class
- TOTAL STK MKT
- Share
- 0.7%
iShares TRCORE S&P500 ETF$6.26M
- Class
- CORE S&P500 ETF
- Share
- 0.7%
Vanguard Star FdsVG TL INTL STK F$5.92M
- Class
- VG TL INTL STK F
- Share
- 0.6%
Exxon Mobil Corp.COM$5.12M
- Class
- COM
- Share
- 0.6%
Meta Platforms Inc.CL A$4.29M
- Class
- CL A
- Share
- 0.5%
Rtx CorporationCOM$4.12M
- Class
- COM
- Share
- 0.4%
iShares TRCORE MSCI EURO$3.81M
- Class
- CORE MSCI EURO
- Share
- 0.4%
American Express COCOM$3.76M
- Class
- COM
- Share
- 0.4%
Dimensional ETF TrustWORLD EX US CORE$3.64M
- Class
- WORLD EX US CORE
- Share
- 0.4%
Micron Technology Inc.COM$3.45M
- Class
- COM
- Share
- 0.4%
Coca Cola COCOM$3.11M
- Class
- COM
- Share
- 0.3%
SPDR Series TrustST STR P500ETF$3.1M
- Class
- ST STR P500ETF
- Share
- 0.3%
Cisco Sys Inc.COM$3.02M
- Class
- COM
- Share
- 0.3%
iShares TRCORE US AGGBD ET$3M
- Class
- CORE US AGGBD ET
- Share
- 0.3%
Abbvie Inc.COM$2.97M
- Class
- COM
- Share
- 0.3%
Cadence Design System Inc.COM$2.92M
- Class
- COM
- Share
- 0.3%
Vanguard Index FdsSM CP VAL ETF$2.87M
- Class
- SM CP VAL ETF
- Share
- 0.3%
Advanced Micro Devices Inc.COM$2.69M
- Class
- COM
- Share
- 0.3%
Visa Inc.COM CL A$2.67M
- Class
- COM CL A
- Share
- 0.3%
Automatic Data Processing INCOM$2.63M
- Class
- COM
- Share
- 0.3%
Blackrock Inc.COM$2.63M
- Class
- COM
- Share
- 0.3%
Johnson & JohnsonCOM$2.47M
- Class
- COM
- Share
- 0.3%
CSX Corp.COM$2.42M
- Class
- COM
- Share
- 0.3%
Nextera Energy Inc.COM$2.38M
- Class
- COM
- Share
- 0.3%
Ford Mtr COCOM$2.36M
- Class
- COM
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 266 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1964758
- File number
- 028-22926
- Options
- 0 call, 0 put
- In the 25 largest
- 73.1%
- Prior quarter
- $822M at 31 March 2026
- Positions opened
- 45
- Positions closed
- 32
Common questions
What are Arista Wealth Management’s 13F holdings worth?
$927 million across 266 positions for the quarter ended 30 June 2026.
What is Arista Wealth Management’s largest 13F holding?
DIMENSIONAL ETF TRUST (US CORE EQT MKT) was the largest position at $109 million, or 11.7% of reported 13F value, as of 30 June 2026.
How concentrated is Arista Wealth Management’s 13F portfolio?
The ten largest positions accounted for 55.0% of reported value and the twenty-five largest for 73.1%, across 266 positions as of 30 June 2026.
Does Form 13F show everything Arista Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Arista Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.