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Arista Wealth Management

Latest statistics and disclosures from Arista Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, DFSV, VCIT, VOOG, DFAI, and represent 59.06% of Arista Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFAC, VTI, IDEV, SCHM, VB, VWO, VOO, AVGE, AVUS, COEP.
Started 6 new stock positions in SCHM, IDEV, AVGE, AVUS, COEP, VWO.
Reduced shares in these 10 stocks: DFAU (-$38M), DFAI (-$20M), VCIT (-$19M), DFSV (-$17M), VGSH (-$14M), VGIT (-$9.7M), DFAE (-$7.5M), DFAR (-$6.8M), VXUS (-$6.1M), AAPL.
Sold out of its positions in GOOGL, AXP, ELV, BRK.B, BA, GAB, GSAT, IWD, IWF, IXUS.
Arista Wealth Management was a net seller of stock by $-154M.
Arista Wealth Management has $131M in assets under management (AUM), dropping by -52.05%.
Central Index Key (CIK): 0001964758

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Portfolio Holdings for Arista Wealth Management

Arista Wealth Management holds 35 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	17.5	$23M	-62%	628k	36.54	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	11.2	$15M	-53%	487k	30.10	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	10.9	$14M	-56%	178k	80.51	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	10.3	$14M	-16%	44k	304.71	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	9.1	$12M	-62%	395k	30.22	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	7.9	$10M	-57%	179k	58.07	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.7	$7.5M	-56%	128k	58.55	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.6	$4.8M	+8%	9.9k	480.69	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.6	$4.7M	+488%	146k	31.95	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.5	$4.6M	-61%	188k	24.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.2	$2.8M	+149%	11k	259.90	View chart
Apple (AAPL)	1.6	$2.1M	-55%	12k	171.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$1.9M	-41%	3.6k	525.77	View chart
Amazon (AMZN)	1.2	$1.6M	-38%	9.0k	180.37	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.1	$1.5M	-82%	65k	22.37	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.0	$1.3M	-25%	22k	61.53	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$1.2M	-56%	6.1k	191.88	View chart
Ishares Tr Core Msci Intl (IDEV)	0.8	$1.1M	NEW	17k	67.13	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.0M	-50%	2.0k	523.07	View chart
Costco Wholesale Corporation (COST)	0.7	$893k	-37%	1.2k	732.71	View chart
Microsoft Corporation (MSFT)	0.6	$806k	-48%	1.9k	420.80	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$740k	+211%	3.2k	228.59	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.5	$713k	-48%	13k	56.98	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$653k	NEW	8.0k	81.43	View chart
Scientific Games (LNW)	0.4	$487k		4.8k	102.09	View chart
Automatic Data Processing (ADP)	0.4	$470k		1.9k	249.76	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$459k	NEW	11k	41.77	View chart
South Plains Financial (SPFI)	0.2	$326k		12k	26.76	View chart
General Dynamics Corporation (GD)	0.2	$318k		1.1k	282.54	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$281k	-46%	5.2k	54.43	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$241k	-96%	4.0k	60.30	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$226k		4.3k	52.36	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.2	$213k	NEW	3.1k	69.82	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$203k	NEW	2.3k	89.50	View chart
Bull Horn Holdings Corp (COEP)	0.0	$14k	NEW	47k	0.30	View chart

Past Filings by Arista Wealth Management

SEC 13F filings are viewable for Arista Wealth Management going back to 2022

Arista Wealth Management 2024 Q1 filed April 22, 2024
Arista Wealth Management 2023 Q4 filed Jan. 31, 2024
Arista Wealth Management 2023 Q3 filed Oct. 31, 2023
Arista Wealth Management 2023 Q2 filed July 20, 2023
Arista Wealth Management 2023 Q1 filed April 27, 2023
Arista Wealth Management 2022 Q4 filed Feb. 13, 2023

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