Arista Wealth Management, LLC
CIK 1964758
13F filing for Q2 2026・No. 2,699
- Holdings
- US$926.66M
- Quarter change
- +US$105.11M
- Entries
- 266
- Net bought (estimate)
- +US$11.91M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 45
- Sold out 32
- Cut 65
- Added 74
- Corporate actions 4
- Unchanged 82
Largest holdings
266 stocks worth US$926.66M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS CORE EQT MKT | Added | 2,104,785 | US$108.8M | 11.74% |
| VANGUARD ADMIRAL FDS INC500 GRTH IDX F | CutSplit 6:1 | 1,054,603 | US$87.13M | 9.40% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 2,151,928 | US$83.47M | 9.01% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 613,150 | US$50.68M | 5.47% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 1,077,141 | US$44.43M | 4.79% |
| VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | Added | 614,178 | US$35.75M | 3.86% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 467,858 | US$27.59M | 2.98% |
| DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | Added | 638,179 | US$25.66M | 2.77% |
| VUGVANGUARD INDEX FDSGROWTH ETF | UnchangedSplit 6:1 | 295,158 | US$25.42M | 2.74% |
| AAPLAppleCOM | Cut | 71,540 | US$20.7M | 2.23% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.