Arista Wealth Management, LLC Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$813.2M

Holdings

248

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (248 positions)

StockValue
DFAUDIMENSIONAL ETF TRUST
$100.3M
VOOGVANGUARD ADMIRAL FDS INC
$84.8M
DFSVDIMENSIONAL ETF TRUST
$68.4M
VCITVANGUARD SCOTTSDALE FDS
$48.3M
DFAIDIMENSIONAL ETF TRUST
$41.4M
VGSHVANGUARD SCOTTSDALE FDS
$34.1M
VGITVANGUARD SCOTTSDALE FDS
$26.1M
VUGVANGUARD INDEX FDS
$24.0M
DFAEDIMENSIONAL ETF TRUST
$20.8M
AAPLAPPLE INC
$20.1M
VOOVANGUARD INDEX FDS
$19.1M
SPYSPDR S&P 500 ETF TR
$18.1M
JPMJPMORGAN CHASE & CO.
$12.4M
NVDANVIDIA CORPORATION
$11.8M
MSFTMICROSOFT CORP
$11.1M
GBFHGBANK FINL HLDGS INC
$10.0M
AVGOBROADCOM INC
$9.3M
DFACDIMENSIONAL ETF TRUST
$9.3M
AMZNAMAZON COM INC
$9.2M
GOOGLALPHABET INC
$7.6M
LLYELI LILLY & CO
$6.2M
VTIVANGUARD INDEX FDS
$6.0M
IVVISHARES TR
$5.7M
VXUSVANGUARD STAR FDS
$5.3M
COSTCOSTCO WHSL CORP NEW
$5.2M
XOMEXXON MOBIL CORP
$4.0M
AXPAMERICAN EXPRESS CO
$3.9M
RTXRTX CORPORATION
$3.8M
IEURISHARES TR
$3.6M
GSGOLDMAN SACHS GROUP INC
$3.3M
METAMETA PLATFORMS INC
$3.3M
DFAXDIMENSIONAL ETF TRUST
$3.0M
ADPAUTOMATIC DATA PROCESSING IN
$3.0M
SPYMSPDR SERIES TRUST
$3.0M
BLKBLACKROCK INC
$2.9M
AGGISHARES TR
$2.9M
CDNSCADENCE DESIGN SYSTEM INC
$2.9M
LRCXLAM RESEARCH CORP
$2.8M
KOCOCA COLA CO
$2.8M
VVISA INC
$2.7M
VBRVANGUARD INDEX FDS
$2.6M
ABBVABBVIE INC
$2.6M
NOCNORTHROP GRUMMAN CORP
$2.4M
GPIGROUP 1 AUTOMOTIVE INC
$2.4M
JNJJOHNSON & JOHNSON
$2.3M
FFORD MTR CO
$2.2M
NEENEXTERA ENERGY INC
$2.2M
LMTLOCKHEED MARTIN CORP
$2.2M
GOOGALPHABET INC
$2.1M
CSCOCISCO SYS INC
$2.0M
USIGISHARES TR
$1.9M
WMTWALMART INC
$1.9M
DFCFDIMENSIONAL ETF TRUST
$1.8M
CSXCSX CORP
$1.8M
SDVYFIRST TR EXCHANGE-TRADED FD
$1.8M
DFUSDIMENSIONAL ETF TRUST
$1.8M
IDEVISHARES TR
$1.7M
IGVISHARES TR
$1.7M
PFFISHARES TR
$1.7M
SCHGSCHWAB STRATEGIC TR
$1.6M
TMOTHERMO FISHER SCIENTIFIC INC
$1.6M
URIUNITED RENTALS INC
$1.6M
4I1PHILIP MORRIS INTL INC
$1.5M
PFEPFIZER INC
$1.5M
IXUSISHARES TR
$1.5M
PGPROCTER AND GAMBLE CO
$1.5M
CBCHUBB LIMITED
$1.5M
MCDMCDONALDS CORP
$1.5M
ZIMZIM INTEGRATED SHIPPING SERV
$1.5M
CRMSALESFORCE INC
$1.5M
CVXCHEVRON CORP NEW
$1.5M
IWFISHARES TR
$1.5M
HDHOME DEPOT INC
$1.4M
COPCONOCOPHILLIPS
$1.4M
AIRRFIRST TR EXCHANGE TRADED FD
$1.4M
EWJISHARES INC
$1.3M
HLTHILTON WORLDWIDE HLDGS INC
$1.3M
WFCWELLS FARGO CO NEW
$1.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.3M
TSLATESLA INC
$1.3M
ICEINTERCONTINENTAL EXCHANGE IN
$1.2M
COFCAPITAL ONE FINL CORP
$1.2M
ISRGINTUITIVE SURGICAL INC
$1.1M
WABWABTEC
$1.1M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$1.1M
DELLDELL TECHNOLOGIES INC
$1.1M
AITAPPLIED INDL TECHNOLOGIES IN
$1.1M
HONHONEYWELL INTL INC
$1.1M
EALTINNOVATOR ETFS TRUST
$1.1M
GMGENERAL MTRS CO
$1.1M
MUMICRON TECHNOLOGY INC
$982K
GILDGILEAD SCIENCES INC
$964K
WMBWILLIAMS COS INC
$954K
ADIANALOG DEVICES INC
$945K
VLOVALERO ENERGY CORP
$905K
IWNISHARES TR
$870K
XLBSELECT SECTOR SPDR TR
$858K
ORCLORACLE CORP
$857K
ITOTISHARES TR
$854K
VBVANGUARD INDEX FDS
$850K
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