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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, VOOG, DFSV, VCIT, DFAI, and represent 61.94% of Arista Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOOG, DFSV, VCIT, DFAU, VGIT, DFAI, AVUV, VGSH, DFAE, VOO.
Started 7 new stock positions in AVSC, AVUV, VIGI, AVLV, RXST, IJR, PG.
Reduced shares in these 9 stocks: ELV, VTI, DFAR, SPY, VEU, DFCF, IXUS, VXUS, DFUS.
Sold out of its position in ELV.
Arista Wealth Management was a net buyer of stock by $16M.
Arista Wealth Management has $416M in assets under management (AUM), dropping by 9.56%.
Central Index Key (CIK): 0001964758

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Portfolio Holdings for Arista Wealth Management

Arista Wealth Management holds 71 positions in its portfolio as reported in the September 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)	18.1	$76M	+2%	1.9M	39.69	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	14.0	$58M	+6%	168k	345.29	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	12.2	$51M	+5%	1.7M	30.80	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	10.1	$42M	+6%	503k	83.75	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	7.5	$31M	+4%	982k	31.78	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	7.1	$30M		503k	59.02	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.2	$22M	+7%	359k	60.42	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.6	$15M	+2%	549k	27.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.4	$14M	+2%	27k	527.67	View chart
Apple (AAPL)	2.1	$8.5M		37k	233.00	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.9	$8.1M		236k	34.29	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.5	$6.2M		96k	64.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$4.4M	-7%	15k	283.16	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$3.8M		37k	101.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$3.7M		6.5k	576.78	View chart
Amazon (AMZN)	0.8	$3.2M	+4%	17k	186.33	View chart
Costco Wholesale Corporation (COST)	0.8	$3.1M	+7%	3.5k	886.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$2.7M		14k	200.78	View chart
Microsoft Corporation (MSFT)	0.6	$2.7M	+3%	6.2k	430.33	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$2.5M		37k	67.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.2M	-5%	3.8k	573.76	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.5	$2.1M	-3%	50k	43.19	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.5	$1.9M		37k	52.58	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$1.5M		24k	62.20	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$1.4M	-2%	20k	72.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.3M		3.4k	375.38	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$1.2M		17k	70.83	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$786k		3.3k	237.21	View chart
Oracle Corporation (ORCL)	0.2	$730k		4.3k	170.40	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$715k	NEW	7.5k	95.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$671k	+40%	1.5k	460.11	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$666k		8.0k	83.09	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$662k		2.9k	225.76	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$645k	-10%	10k	63.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$628k	+10%	13k	47.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$613k		3.7k	165.85	View chart
American Express Company (AXP)	0.1	$607k		2.2k	271.15	View chart
Exxon Mobil Corporation (XOM)	0.1	$580k		4.9k	117.21	View chart
Wal-Mart Stores (WMT)	0.1	$574k		7.1k	80.75	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$536k		9.6k	55.63	View chart
Automatic Data Processing (ADP)	0.1	$528k		1.9k	276.71	View chart
Morgan Stanley Com New (MS)	0.1	$502k		4.8k	104.24	View chart
Scientific Games (LNW)	0.1	$434k		4.8k	90.73	View chart
South Plains Financial (SPFI)	0.1	$413k		12k	33.92	View chart
Juniper Networks (JNPR)	0.1	$412k		11k	38.98	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$376k		2.8k	135.44	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$375k		1.9k	200.37	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$355k		2.3k	154.02	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$353k		3.7k	96.38	View chart
General Dynamics Corporation (GD)	0.1	$343k		1.1k	302.24	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$312k	-49%	12k	25.64	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$282k		6.2k	45.32	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$282k		4.9k	57.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$271k	+39%	1.6k	167.24	View chart
Meta Platforms Cl A (META)	0.1	$262k	+7%	458.00	572.44	View chart
Gabelli Equity Trust (GAB)	0.1	$259k		47k	5.49	View chart
Rxsight (RXST)	0.1	$258k	NEW	5.2k	49.43	View chart
JPMorgan Chase & Co. (JPM)	0.1	$248k		1.2k	210.86	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$244k		5.2k	46.83	View chart
Wells Fargo & Company (WFC)	0.1	$241k		4.3k	56.49	View chart
Regions Financial Corporation (RF)	0.1	$233k		10k	23.33	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$231k	NEW	3.5k	65.83	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$226k		3.1k	73.86	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$216k		2.3k	95.15	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$214k	NEW	1.8k	116.96	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$211k	NEW	3.9k	54.02	View chart
Chevron Corporation (CVX)	0.1	$210k		1.4k	147.24	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$209k	NEW	2.4k	88.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$209k		2.0k	104.18	View chart
Procter & Gamble Company (PG)	0.0	$204k	NEW	1.2k	173.20	View chart
Bull Horn Holdings Corp (COEP)	0.0	$8.5k		47k	0.18	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 Q3 filed Oct. 30, 2024
Arista Wealth Management 2024 Q2 filed Aug. 13, 2024
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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