Arista Wealth Management, LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$722.9B
Holdings
248
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (248 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 2,003,960 | $84.9B | 11.74% | |
| 2 | VOOGVANGUARD ADMIRAL FDS INC | 177,341 | $70.3B | 9.73% | |
| 3 | DFSVDIMENSIONAL ETF TRUST | 1,852,406 | $54.5B | 7.54% | |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 513,048 | $42.5B | 5.88% | |
| 5 | DFAIDIMENSIONAL ETF TRUST | 1,047,859 | $36.2B | 5.01% | |
| 6 | VGSHVANGUARD SCOTTSDALE FDS | 509,015 | $29.9B | 4.14% | |
| 7 | VGITVANGUARD SCOTTSDALE FDS | 379,558 | $22.7B | 3.14% | |
| 8 | VUGVANGUARD INDEX FDS | 49,193 | $21.6B | 2.98% | |
| 9 | DFAEDIMENSIONAL ETF TRUST | 601,025 | $17.4B | 2.41% | |
| 10 | SPYSPDR S&P 500 ETF TR | 27,080 | $16.7B | 2.31% | |
| 11 | AAPLAPPLE INC | 77,456 | $15.9B | 2.20% | |
| 12 | VOOVANGUARD INDEX FDS | 27,568 | $15.7B | 2.17% | |
| 13 | MSFTMICROSOFT CORP | 23,455 | $11.7B | 1.61% | |
| 14 | JPMJPMORGAN CHASE & CO. | 39,261 | $11.4B | 1.57% | |
| 15 | GBFHGBANK FINL HLDGS INC | 295,296 | $10.5B | 1.45% | |
| 16 | NVDANVIDIA CORPORATION | 64,223 | $10.1B | 1.40% | |
| 17 | AMZNAMAZON COM INC | 44,032 | $9.7B | 1.34% | |
| 18 | DFACDIMENSIONAL ETF TRUST | 234,609 | $8.4B | 1.16% | |
| 19 | AVGOBROADCOM INC | 27,215 | $7.5B | 1.04% | |
| 20 | COSTCOSTCO WHSL CORP NEW | 7,145 | $7.1B | 0.98% | |
| 21 | VTIVANGUARD INDEX FDS | 18,688 | $5.7B | 0.79% | |
| 22 | VXUSVANGUARD STAR FDS | 81,592 | $5.6B | 0.78% | |
| 23 | IVVISHARES TR | 8,378 | $5.2B | 0.72% | |
| 24 | GOOGLALPHABET INC | 27,195 | $4.8B | 0.66% | |
| 25 | LLYELI LILLY & CO | 5,576 | $4.3B | 0.60% | |
| 26 | AGGISHARES TR | 38,680 | $3.8B | 0.53% | |
| 27 | METAMETA PLATFORMS INC | 4,963 | $3.7B | 0.51% | |
| 28 | XOMEXXON MOBIL CORP | 33,767 | $3.6B | 0.50% | |
| 29 | ADPAUTOMATIC DATA PROCESSING IN | 11,776 | $3.6B | 0.50% | |
| 30 | IEURISHARES TR | 50,665 | $3.4B | 0.46% | |
| 31 | AXPAMERICAN EXPRESS CO | 10,186 | $3.2B | 0.45% | |
| 32 | RTXRTX CORPORATION | 21,094 | $3.1B | 0.43% | |
| 33 | BLKBLACKROCK INC | 2,786 | $2.9B | 0.40% | |
| 34 | KOCOCA COLA CO | 39,859 | $2.8B | 0.39% | |
| 35 | GSGOLDMAN SACHS GROUP INC | 3,961 | $2.8B | 0.39% | |
| 36 | SPYMSPDR SERIES TRUST | 36,815 | $2.7B | 0.37% | |
| 37 | VBRVANGUARD INDEX FDS | 13,613 | $2.7B | 0.37% | |
| 38 | GPIGROUP 1 AUTOMOTIVE INC | 6,070 | $2.7B | 0.37% | |
| 39 | HDHOME DEPOT INC | 6,575 | $2.4B | 0.33% | |
| 40 | CDNSCADENCE DESIGN SYSTEM INC | 7,749 | $2.4B | 0.33% | |
| 41 | VVISA INC | 6,639 | $2.4B | 0.33% | |
| 42 | FFORD MTR CO | 205,519 | $2.2B | 0.31% | |
| 43 | ABBVABBVIE INC | 11,522 | $2.1B | 0.30% | |
| 44 | NOCNORTHROP GRUMMAN CORP | 4,213 | $2.1B | 0.29% | |
| 45 | DFCFDIMENSIONAL ETF TRUST | 49,703 | $2.1B | 0.29% | |
| 46 | CRMSALESFORCE INC | 7,696 | $2.1B | 0.29% | |
| 47 | WMTWALMART INC | 21,275 | $2.1B | 0.29% | |
| 48 | VONGVANGUARD SCOTTSDALE FDS | 17,622 | $1.9B | 0.27% | |
| 49 | USIGISHARES TR | 36,839 | $1.9B | 0.26% | |
| 50 | NEENEXTERA ENERGY INC | 27,269 | $1.9B | 0.26% | |
| 51 | SDVYFIRST TR EXCHANGE-TRADED FD | 53,534 | $1.9B | 0.26% | |
| 52 | CSCOCISCO SYS INC | 26,281 | $1.8B | 0.25% | |
| 53 | 4I1PHILIP MORRIS INTL INC | 9,773 | $1.8B | 0.25% | |
| 54 | PGPROCTER AND GAMBLE CO | 10,965 | $1.7B | 0.24% | |
| 55 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 18,782 | $1.7B | 0.24% | |
| 56 | LRCXLAM RESEARCH CORP | 17,661 | $1.7B | 0.24% | |
| 57 | LMTLOCKHEED MARTIN CORP | 3,702 | $1.7B | 0.24% | |
| 58 | CSXCSX CORP | 51,599 | $1.7B | 0.23% | |
| 59 | PFFISHARES TR | 52,318 | $1.6B | 0.22% | |
| 60 | DFUSDIMENSIONAL ETF TRUST | 23,840 | $1.6B | 0.22% | |
| 61 | IDEVISHARES TR | 20,574 | $1.6B | 0.22% | |
| 62 | PFEPFIZER INC | 63,031 | $1.5B | 0.21% | |
| 63 | ADBEADOBE INC | 3,924 | $1.5B | 0.21% | |
| 64 | JNJJOHNSON & JOHNSON | 9,747 | $1.5B | 0.21% | |
| 65 | URIUNITED RENTALS INC | 1,976 | $1.5B | 0.21% | |
| 66 | LRNSTRIDE INC | 10,216 | $1.5B | 0.21% | |
| 67 | SCHGSCHWAB STRATEGIC TR | 50,412 | $1.5B | 0.20% | |
| 68 | MCDMCDONALDS CORP | 4,882 | $1.4B | 0.20% | |
| 69 | IXUSISHARES TR | 18,415 | $1.4B | 0.20% | |
| 70 | CBCHUBB LIMITED | 4,771 | $1.4B | 0.19% | |
| 71 | ICEINTERCONTINENTAL EXCHANGE IN | 7,438 | $1.4B | 0.19% | |
| 72 | PAYXPAYCHEX INC | 9,282 | $1.4B | 0.19% | |
| 73 | COPCONOCOPHILLIPS | 14,919 | $1.3B | 0.19% | |
| 74 | CVXCHEVRON CORP NEW | 9,348 | $1.3B | 0.19% | |
| 75 | IWFISHARES TR | 3,076 | $1.3B | 0.18% | |
| 76 | HONHONEYWELL INTL INC | 5,510 | $1.3B | 0.18% | |
| 77 | IRMIRON MTN INC DEL | 12,301 | $1.3B | 0.17% | |
| 78 | MTZMASTEC INC | 7,389 | $1.3B | 0.17% | |
| 79 | GILDGILEAD SCIENCES INC | 11,336 | $1.3B | 0.17% | |
| 80 | AITAPPLIED INDL TECHNOLOGIES IN | 5,362 | $1.2B | 0.17% | |
| 81 | EWJISHARES INC | 16,541 | $1.2B | 0.17% | |
| 82 | HLTHILTON WORLDWIDE HLDGS INC | 4,630 | $1.2B | 0.17% | |
| 83 | DFAXDIMENSIONAL ETF TRUST | 41,683 | $1.2B | 0.17% | |
| 84 | COFCAPITAL ONE FINL CORP | 5,749 | $1.2B | 0.17% | |
| 85 | DELLDELL TECHNOLOGIES INC | 9,713 | $1.2B | 0.16% | |
| 86 | PRMBPRIMO BRANDS CORPORATION | 39,954 | $1.2B | 0.16% | |
| 87 | TMOTHERMO FISHER SCIENTIFIC INC | 2,879 | $1.2B | 0.16% | |
| 88 | AVUSAMERICAN CENTY ETF TR | 11,361 | $1.1B | 0.16% | |
| 89 | WFCWELLS FARGO CO NEW | 14,133 | $1.1B | 0.16% | |
| 90 | WABWABTEC | 5,401 | $1.1B | 0.16% | |
| 91 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,306 | $1.1B | 0.15% | |
| 92 | ICSHISHARES TR | 21,801 | $1.1B | 0.15% | |
| 93 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 4,389 | $1.1B | 0.15% | |
| 94 | ORCLORACLE CORP | 4,651 | $1.0B | 0.14% | |
| 95 | WMBWILLIAMS COS INC | 15,916 | $999.7M | 0.14% | |
| 96 | TRITHOMSON REUTERS CORP | 4,780 | $961.4M | 0.13% | |
| 97 | COHRCOHERENT CORP | 10,275 | $916.6M | 0.13% | |
| 98 | MOALTRIA GROUP INC | 15,019 | $880.6M | 0.12% | |
| 99 | MRKMERCK & CO INC | 10,882 | $861.4M | 0.12% | |
| 100 | CMCSACOMCAST CORP NEW | 23,693 | $845.6M | 0.12% |
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