Arista Wealth Management, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$412.6B
Holdings
65
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (65 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 1,975,325 | $75.9B | 18.40% | |
| 2 | VOOGVANGUARD ADMIRAL FDS INC | 177,251 | $59.3B | 14.37% | |
| 3 | DFSVDIMENSIONAL ETF TRUST | 1,783,473 | $50.2B | 12.17% | |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 503,915 | $41.2B | 9.99% | |
| 5 | DFAIDIMENSIONAL ETF TRUST | 1,013,070 | $31.6B | 7.67% | |
| 6 | VGSHVANGUARD SCOTTSDALE FDS | 493,175 | $28.9B | 7.02% | |
| 7 | VGITVANGUARD SCOTTSDALE FDS | 370,268 | $22.0B | 5.33% | |
| 8 | DFAEDIMENSIONAL ETF TRUST | 584,322 | $15.1B | 3.67% | |
| 9 | VOOVANGUARD INDEX FDS | 27,462 | $14.1B | 3.42% | |
| 10 | AAPLAPPLE INC | 37,020 | $8.2B | 1.99% | |
| 11 | DFACDIMENSIONAL ETF TRUST | 234,595 | $7.7B | 1.88% | |
| 12 | VXUSVANGUARD STAR FDS | 84,685 | $5.3B | 1.27% | |
| 13 | VTIVANGUARD INDEX FDS | 15,066 | $4.1B | 1.00% | |
| 14 | AGGISHARES TR | 37,355 | $3.7B | 0.90% | |
| 15 | IVVISHARES TR | 6,481 | $3.6B | 0.88% | |
| 16 | COSTCOSTCO WHSL CORP NEW | 3,729 | $3.5B | 0.85% | |
| 17 | AMZNAMAZON COM INC | 18,349 | $3.5B | 0.85% | |
| 18 | VBRVANGUARD INDEX FDS | 13,627 | $2.5B | 0.62% | |
| 19 | SPYMSPDR SER TR | 36,533 | $2.4B | 0.58% | |
| 20 | MSFTMICROSOFT CORP | 6,062 | $2.3B | 0.55% | |
| 21 | DFCFDIMENSIONAL ETF TRUST | 49,703 | $2.1B | 0.51% | |
| 22 | SPYSPDR S&P 500 ETF TR | 3,546 | $2.0B | 0.48% | |
| 23 | USIGISHARES TR | 36,839 | $1.9B | 0.46% | |
| 24 | DFUSDIMENSIONAL ETF TRUST | 23,840 | $1.4B | 0.35% | |
| 25 | IXUSISHARES TR | 18,415 | $1.3B | 0.31% | |
| 26 | IDEVISHARES TR | 16,532 | $1.1B | 0.28% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,944 | $1.0B | 0.25% | |
| 28 | IWFISHARES TR | 2,808 | $1.0B | 0.25% | |
| 29 | WMTWALMART INC | 9,160 | $804.2M | 0.19% | |
| 30 | VBVANGUARD INDEX FDS | 3,316 | $735.3M | 0.18% | |
| 31 | GOOGLALPHABET INC | 4,245 | $656.4M | 0.16% | |
| 32 | SCHMSCHWAB STRATEGIC TR | 24,042 | $629.9M | 0.15% | |
| 33 | AXPAMERICAN EXPRESS CO | 2,287 | $615.2M | 0.15% | |
| 34 | XLKSELECT SECTOR SPDR TR | 2,934 | $605.8M | 0.15% | |
| 35 | XOMEXXON MOBIL CORP | 5,026 | $597.8M | 0.14% | |
| 36 | ORCLORACLE CORP | 4,275 | $597.7M | 0.14% | |
| 37 | ADPAUTOMATIC DATA PROCESSING IN | 1,902 | $581.1M | 0.14% | |
| 38 | TSLATESLA INC | 2,171 | $562.6M | 0.14% | |
| 39 | DWDMORGAN STANLEY | 4,600 | $536.7M | 0.13% | |
| 40 | AVUVAMERICAN CENTY ETF TR | 6,058 | $528.1M | 0.13% | |
| 41 | VWOVANGUARD INTL EQUITY INDEX F | 11,371 | $514.7M | 0.12% | |
| 42 | DFATDIMENSIONAL ETF TRUST | 9,636 | $496.2M | 0.12% | |
| 43 | LNWOLIGHT & WONDER INC | 4,772 | $413.3M | 0.10% | |
| 44 | SPFISOUTH PLAINS FINANCIAL INC | 12,172 | $403.1M | 0.10% | |
| 45 | JNPJUNIPER NETWORKS INC | 10,570 | $382.5M | 0.09% | |
| 46 | XLYSELECT SECTOR SPDR TR | 1,870 | $369.3M | 0.09% | |
| 47 | XLISELECT SECTOR SPDR TR | 2,777 | $364.0M | 0.09% | |
| 48 | GOOGALPHABET INC | 2,174 | $339.7M | 0.08% | |
| 49 | XLVSELECT SECTOR SPDR TR | 2,303 | $336.3M | 0.08% | |
| 50 | AVUSAMERICAN CENTY ETF TR | 3,596 | $332.2M | 0.08% | |
| 51 | XLBSELECT SECTOR SPDR TR | 3,661 | $314.8M | 0.08% | |
| 52 | GDGENERAL DYNAMICS CORP | 1,147 | $312.6M | 0.08% | |
| 53 | XLFSELECT SECTOR SPDR TR | 6,215 | $309.6M | 0.08% | |
| 54 | WFCWELLS FARGO CO NEW | 4,259 | $305.7M | 0.07% | |
| 55 | JPMJPMORGAN CHASE & CO. | 1,175 | $288.2M | 0.07% | |
| 56 | IEMGISHARES INC | 5,072 | $273.7M | 0.07% | |
| 57 | DFARDIMENSIONAL ETF TRUST | 11,353 | $269.9M | 0.07% | |
| 58 | NVDANVIDIA CORPORATION | 2,464 | $267.0M | 0.06% | |
| 59 | GABGABELLI EQUITY TR INC | 47,128 | $259.7M | 0.06% | |
| 60 | METAMETA PLATFORMS INC | 426 | $245.5M | 0.06% | |
| 61 | TFISPDR SER TR | 5,219 | $235.2M | 0.06% | |
| 62 | CVXCHEVRON CORP NEW | 1,392 | $232.8M | 0.06% | |
| 63 | RFREGIONS FINANCIAL CORP NEW | 10,000 | $217.3M | 0.05% | |
| 64 | SCHGSCHWAB STRATEGIC TR | 8,622 | $215.9M | 0.05% | |
| 65 | PGPROCTER AND GAMBLE CO | 1,180 | $201.1M | 0.05% |