Arista Wealth Management, LLC Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$813.2B
Holdings
248
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (248 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 2,144,139 | $100.3B | 12.34% | |
| 2 | VOOGVANGUARD ADMIRAL FDS INC | 190,784 | $84.8B | 10.43% | |
| 3 | DFSVDIMENSIONAL ETF TRUST | 2,079,167 | $68.4B | 8.41% | |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 577,207 | $48.3B | 5.94% | |
| 5 | DFAIDIMENSIONAL ETF TRUST | 1,086,178 | $41.4B | 5.09% | |
| 6 | VGSHVANGUARD SCOTTSDALE FDS | 579,828 | $34.1B | 4.19% | |
| 7 | VGITVANGUARD SCOTTSDALE FDS | 435,926 | $26.1B | 3.21% | |
| 8 | VUGVANGUARD INDEX FDS | 49,193 | $24.0B | 2.95% | |
| 9 | DFAEDIMENSIONAL ETF TRUST | 637,918 | $20.8B | 2.55% | |
| 10 | AAPLAPPLE INC | 74,078 | $20.1B | 2.48% | |
| 11 | VOOVANGUARD INDEX FDS | 30,453 | $19.1B | 2.35% | |
| 12 | SPYSPDR S&P 500 ETF TR | 26,585 | $18.1B | 2.23% | |
| 13 | JPMJPMORGAN CHASE & CO. | 38,622 | $12.4B | 1.53% | |
| 14 | NVDANVIDIA CORPORATION | 63,481 | $11.8B | 1.46% | |
| 15 | MSFTMICROSOFT CORP | 22,854 | $11.1B | 1.36% | |
| 16 | GBFHGBANK FINL HLDGS INC | 295,296 | $10.0B | 1.23% | |
| 17 | AVGOBROADCOM INC | 26,769 | $9.3B | 1.14% | |
| 18 | DFACDIMENSIONAL ETF TRUST | 233,846 | $9.3B | 1.14% | |
| 19 | AMZNAMAZON COM INC | 39,790 | $9.2B | 1.13% | |
| 20 | GOOGLALPHABET INC | 24,359 | $7.6B | 0.94% | |
| 21 | LLYELI LILLY & CO | 5,754 | $6.2B | 0.76% | |
| 22 | VTIVANGUARD INDEX FDS | 17,868 | $6.0B | 0.74% | |
| 23 | IVVISHARES TR | 8,383 | $5.7B | 0.71% | |
| 24 | VXUSVANGUARD STAR FDS | 70,807 | $5.3B | 0.66% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 6,049 | $5.2B | 0.64% | |
| 26 | XOMEXXON MOBIL CORP | 32,919 | $4.0B | 0.49% | |
| 27 | AXPAMERICAN EXPRESS CO | 10,672 | $3.9B | 0.49% | |
| 28 | RTXRTX CORPORATION | 20,883 | $3.8B | 0.47% | |
| 29 | IEURISHARES TR | 50,665 | $3.6B | 0.44% | |
| 30 | GSGOLDMAN SACHS GROUP INC | 3,811 | $3.3B | 0.41% | |
| 31 | METAMETA PLATFORMS INC | 4,974 | $3.3B | 0.40% | |
| 32 | DFAXDIMENSIONAL ETF TRUST | 92,854 | $3.0B | 0.37% | |
| 33 | ADPAUTOMATIC DATA PROCESSING IN | 11,727 | $3.0B | 0.37% | |
| 34 | SPYMSPDR SERIES TRUST | 37,225 | $3.0B | 0.37% | |
| 35 | BLKBLACKROCK INC | 2,726 | $2.9B | 0.36% | |
| 36 | AGGISHARES TR | 29,173 | $2.9B | 0.36% | |
| 37 | CDNSCADENCE DESIGN SYSTEM INC | 9,165 | $2.9B | 0.35% | |
| 38 | LRCXLAM RESEARCH CORP | 16,394 | $2.8B | 0.35% | |
| 39 | KOCOCA COLA CO | 39,419 | $2.8B | 0.34% | |
| 40 | VVISA INC | 7,589 | $2.7B | 0.33% | |
| 41 | VBRVANGUARD INDEX FDS | 12,445 | $2.6B | 0.32% | |
| 42 | ABBVABBVIE INC | 11,416 | $2.6B | 0.32% | |
| 43 | NOCNORTHROP GRUMMAN CORP | 4,213 | $2.4B | 0.30% | |
| 44 | GPIGROUP 1 AUTOMOTIVE INC | 6,070 | $2.4B | 0.29% | |
| 45 | JNJJOHNSON & JOHNSON | 10,970 | $2.3B | 0.28% | |
| 46 | FFORD MTR CO | 169,675 | $2.2B | 0.27% | |
| 47 | NEENEXTERA ENERGY INC | 27,116 | $2.2B | 0.27% | |
| 48 | LMTLOCKHEED MARTIN CORP | 4,462 | $2.2B | 0.27% | |
| 49 | GOOGALPHABET INC | 6,595 | $2.1B | 0.25% | |
| 50 | CSCOCISCO SYS INC | 25,774 | $2.0B | 0.24% | |
| 51 | USIGISHARES TR | 36,839 | $1.9B | 0.23% | |
| 52 | WMTWALMART INC | 16,606 | $1.9B | 0.23% | |
| 53 | DFCFDIMENSIONAL ETF TRUST | 43,088 | $1.8B | 0.23% | |
| 54 | CSXCSX CORP | 50,541 | $1.8B | 0.23% | |
| 55 | SDVYFIRST TR EXCHANGE-TRADED FD | 46,314 | $1.8B | 0.22% | |
| 56 | DFUSDIMENSIONAL ETF TRUST | 23,840 | $1.8B | 0.22% | |
| 57 | IDEVISHARES TR | 20,574 | $1.7B | 0.21% | |
| 58 | IGVISHARES TR | 16,038 | $1.7B | 0.21% | |
| 59 | PFFISHARES TR | 53,996 | $1.7B | 0.21% | |
| 60 | SCHGSCHWAB STRATEGIC TR | 50,491 | $1.6B | 0.20% | |
| 61 | TMOTHERMO FISHER SCIENTIFIC INC | 2,841 | $1.6B | 0.20% | |
| 62 | URIUNITED RENTALS INC | 1,979 | $1.6B | 0.20% | |
| 63 | 4I1PHILIP MORRIS INTL INC | 9,488 | $1.5B | 0.19% | |
| 64 | PFEPFIZER INC | 61,060 | $1.5B | 0.19% | |
| 65 | IXUSISHARES TR | 17,879 | $1.5B | 0.19% | |
| 66 | PGPROCTER AND GAMBLE CO | 10,400 | $1.5B | 0.18% | |
| 67 | CBCHUBB LIMITED | 4,771 | $1.5B | 0.18% | |
| 68 | MCDMCDONALDS CORP | 4,838 | $1.5B | 0.18% | |
| 69 | ZIMZIM INTEGRATED SHIPPING SERV | 69,100 | $1.5B | 0.18% | |
| 70 | CRMSALESFORCE INC | 5,522 | $1.5B | 0.18% | |
| 71 | CVXCHEVRON CORP NEW | 9,569 | $1.5B | 0.18% | |
| 72 | IWFISHARES TR | 3,076 | $1.5B | 0.18% | |
| 73 | HDHOME DEPOT INC | 4,084 | $1.4B | 0.17% | |
| 74 | COPCONOCOPHILLIPS | 14,717 | $1.4B | 0.17% | |
| 75 | AIRRFIRST TR EXCHANGE TRADED FD | 13,822 | $1.4B | 0.17% | |
| 76 | EWJISHARES INC | 16,541 | $1.3B | 0.16% | |
| 77 | HLTHILTON WORLDWIDE HLDGS INC | 4,630 | $1.3B | 0.16% | |
| 78 | WFCWELLS FARGO CO NEW | 13,790 | $1.3B | 0.16% | |
| 79 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,545 | $1.3B | 0.16% | |
| 80 | TSLATESLA INC | 2,829 | $1.3B | 0.16% | |
| 81 | ICEINTERCONTINENTAL EXCHANGE IN | 7,438 | $1.2B | 0.15% | |
| 82 | COFCAPITAL ONE FINL CORP | 4,828 | $1.2B | 0.14% | |
| 83 | ISRGINTUITIVE SURGICAL INC | 1,993 | $1.1B | 0.14% | |
| 84 | WABWABTEC | 5,266 | $1.1B | 0.14% | |
| 85 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 4,392 | $1.1B | 0.14% | |
| 86 | DELLDELL TECHNOLOGIES INC | 8,691 | $1.1B | 0.13% | |
| 87 | AITAPPLIED INDL TECHNOLOGIES IN | 4,254 | $1.1B | 0.13% | |
| 88 | HONHONEYWELL INTL INC | 5,510 | $1.1B | 0.13% | |
| 89 | EALTINNOVATOR ETFS TRUST | 30,095 | $1.1B | 0.13% | |
| 90 | GMGENERAL MTRS CO | 13,004 | $1.1B | 0.13% | |
| 91 | MUMICRON TECHNOLOGY INC | 3,443 | $982.0M | 0.12% | |
| 92 | GILDGILEAD SCIENCES INC | 7,857 | $964.0M | 0.12% | |
| 93 | WMBWILLIAMS COS INC | 15,883 | $954.0M | 0.12% | |
| 94 | ADIANALOG DEVICES INC | 3,485 | $945.0M | 0.12% | |
| 95 | VLOVALERO ENERGY CORP | 5,562 | $905.0M | 0.11% | |
| 96 | IWNISHARES TR | 4,804 | $870.0M | 0.11% | |
| 97 | XLBSELECT SECTOR SPDR TR | 18,922 | $858.0M | 0.11% | |
| 98 | ORCLORACLE CORP | 4,397 | $857.0M | 0.11% | |
| 99 | ITOTISHARES TR | 5,744 | $854.0M | 0.11% | |
| 100 | VBVANGUARD INDEX FDS | 3,298 | $850.0M | 0.10% |
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