Arista Wealth Management, LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$722.9M
Holdings
248
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (248 positions)
| Stock | Value |
|---|---|
DFAUDIMENSIONAL ETF TRUST | $84.9M |
VOOGVANGUARD ADMIRAL FDS INC | $70.3M |
DFSVDIMENSIONAL ETF TRUST | $54.5M |
VCITVANGUARD SCOTTSDALE FDS | $42.5M |
DFAIDIMENSIONAL ETF TRUST | $36.2M |
VGSHVANGUARD SCOTTSDALE FDS | $29.9M |
VGITVANGUARD SCOTTSDALE FDS | $22.7M |
VUGVANGUARD INDEX FDS | $21.6M |
DFAEDIMENSIONAL ETF TRUST | $17.4M |
SPYSPDR S&P 500 ETF TR | $16.7M |
AAPLAPPLE INC | $15.9M |
VOOVANGUARD INDEX FDS | $15.7M |
MSFTMICROSOFT CORP | $11.7M |
JPMJPMORGAN CHASE & CO. | $11.4M |
GBFHGBANK FINL HLDGS INC | $10.5M |
NVDANVIDIA CORPORATION | $10.1M |
AMZNAMAZON COM INC | $9.7M |
DFACDIMENSIONAL ETF TRUST | $8.4M |
AVGOBROADCOM INC | $7.5M |
COSTCOSTCO WHSL CORP NEW | $7.1M |
VTIVANGUARD INDEX FDS | $5.7M |
VXUSVANGUARD STAR FDS | $5.6M |
IVVISHARES TR | $5.2M |
GOOGLALPHABET INC | $4.8M |
LLYELI LILLY & CO | $4.3M |
AGGISHARES TR | $3.8M |
METAMETA PLATFORMS INC | $3.7M |
XOMEXXON MOBIL CORP | $3.6M |
ADPAUTOMATIC DATA PROCESSING IN | $3.6M |
IEURISHARES TR | $3.4M |
AXPAMERICAN EXPRESS CO | $3.2M |
RTXRTX CORPORATION | $3.1M |
BLKBLACKROCK INC | $2.9M |
KOCOCA COLA CO | $2.8M |
GSGOLDMAN SACHS GROUP INC | $2.8M |
SPYMSPDR SERIES TRUST | $2.7M |
VBRVANGUARD INDEX FDS | $2.7M |
GPIGROUP 1 AUTOMOTIVE INC | $2.7M |
HDHOME DEPOT INC | $2.4M |
CDNSCADENCE DESIGN SYSTEM INC | $2.4M |
VVISA INC | $2.4M |
FFORD MTR CO | $2.2M |
ABBVABBVIE INC | $2.1M |
NOCNORTHROP GRUMMAN CORP | $2.1M |
DFCFDIMENSIONAL ETF TRUST | $2.1M |
CRMSALESFORCE INC | $2.1M |
WMTWALMART INC | $2.1M |
VONGVANGUARD SCOTTSDALE FDS | $1.9M |
USIGISHARES TR | $1.9M |
NEENEXTERA ENERGY INC | $1.9M |
SDVYFIRST TR EXCHANGE-TRADED FD | $1.9M |
CSCOCISCO SYS INC | $1.8M |
4I1PHILIP MORRIS INTL INC | $1.8M |
PGPROCTER AND GAMBLE CO | $1.7M |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $1.7M |
LRCXLAM RESEARCH CORP | $1.7M |
LMTLOCKHEED MARTIN CORP | $1.7M |
CSXCSX CORP | $1.7M |
PFFISHARES TR | $1.6M |
DFUSDIMENSIONAL ETF TRUST | $1.6M |
IDEVISHARES TR | $1.6M |
PFEPFIZER INC | $1.5M |
ADBEADOBE INC | $1.5M |
JNJJOHNSON & JOHNSON | $1.5M |
URIUNITED RENTALS INC | $1.5M |
LRNSTRIDE INC | $1.5M |
SCHGSCHWAB STRATEGIC TR | $1.5M |
MCDMCDONALDS CORP | $1.4M |
IXUSISHARES TR | $1.4M |
CBCHUBB LIMITED | $1.4M |
ICEINTERCONTINENTAL EXCHANGE IN | $1.4M |
PAYXPAYCHEX INC | $1.4M |
COPCONOCOPHILLIPS | $1.3M |
CVXCHEVRON CORP NEW | $1.3M |
IWFISHARES TR | $1.3M |
HONHONEYWELL INTL INC | $1.3M |
IRMIRON MTN INC DEL | $1.3M |
MTZMASTEC INC | $1.3M |
GILDGILEAD SCIENCES INC | $1.3M |
AITAPPLIED INDL TECHNOLOGIES IN | $1.2M |
EWJISHARES INC | $1.2M |
HLTHILTON WORLDWIDE HLDGS INC | $1.2M |
DFAXDIMENSIONAL ETF TRUST | $1.2M |
COFCAPITAL ONE FINL CORP | $1.2M |
DELLDELL TECHNOLOGIES INC | $1.2M |
PRMBPRIMO BRANDS CORPORATION | $1.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.2M |
AVUSAMERICAN CENTY ETF TR | $1.1M |
WFCWELLS FARGO CO NEW | $1.1M |
WABWABTEC | $1.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.1M |
ICSHISHARES TR | $1.1M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $1.1M |
ORCLORACLE CORP | $1.0M |
WMBWILLIAMS COS INC | $1000K |
TRITHOMSON REUTERS CORP | $961K |
COHRCOHERENT CORP | $917K |
MOALTRIA GROUP INC | $881K |
MRKMERCK & CO INC | $861K |
CMCSACOMCAST CORP NEW | $846K |
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