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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, VCIT, DFSV, DFAI, VGSH, and represent 63.88% of Arista Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOOG (+$12M), DFSV, VCIT, GD, BA, TFI, BRK.B, XLF, VB, AVSC.
Started 8 new stock positions in VB, TFI, BRK.B, BA, AVSC, XLF, RF, GD.
Reduced shares in these 10 stocks: DFAR (-$7.2M), DFAI, DFAU, VXUS, BIV, VGSH, VGIT, DFCF, VIOV, IXUS.
Sold out of its positions in DFCF, XOM, VIOV, BIV, VWO.
Arista Wealth Management was a net seller of stock by $-5.7M.
Arista Wealth Management has $273M in assets under management (AUM), dropping by 6.91%.
Central Index Key (CIK): 0001964758

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Positions held by Arista Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Arista Wealth Management

Arista Wealth Management holds 54 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	20.3	$56M	-4%	1.7M	33.25	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	12.2	$33M	+3%	409k	81.28	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	11.3	$31M	+15%	1.1M	29.12	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	11.1	$30M	-12%	1.1M	28.64	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	9.0	$25M	-4%	420k	58.33	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	6.4	$17M	-6%	293k	59.32	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	5.2	$14M	+611%	53k	270.79	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.3	$12M	-4%	490k	24.11	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.1	$8.4M	-46%	370k	22.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.2	$6.1M	-26%	106k	57.96	View chart
Apple (AAPL)	2.0	$5.3M	+2%	28k	192.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$4.0M	+3%	9.2k	436.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$2.9M		6.1k	477.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$2.5M	-8%	14k	179.96	View chart
Amazon (AMZN)	0.8	$2.2M		15k	151.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.9M		4.0k	475.31	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$1.7M		10k	165.25	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$1.6M		29k	55.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$1.6M		5.3k	303.17	View chart
Microsoft Corporation (MSFT)	0.5	$1.4M	+9%	3.7k	376.04	View chart
Costco Wholesale Corporation (COST)	0.5	$1.3M		2.0k	660.17	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.5	$1.3M		25k	51.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.0M	-32%	4.4k	237.25	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$978k	-46%	15k	64.93	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$726k		25k	29.23	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$643k	-29%	12k	56.14	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$565k		2.9k	192.48	View chart
Tesla Motors (TSLA)	0.2	$520k	-3%	2.1k	248.52	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$504k		9.6k	52.33	View chart
Oracle Corporation (ORCL)	0.2	$451k		4.3k	105.43	View chart
Morgan Stanley Com New (MS)	0.2	$449k		4.8k	93.25	View chart
Automatic Data Processing (ADP)	0.2	$435k		1.9k	232.96	View chart
Anthem (ELV)	0.1	$405k		858.00	471.56	View chart
Scientific Games (LNW)	0.1	$392k		4.8k	82.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$379k	+7%	2.7k	139.69	View chart
South Plains Financial (SPFI)	0.1	$353k		12k	28.96	View chart
American Express Company (AXP)	0.1	$347k		1.9k	187.31	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$334k		1.9k	178.81	View chart
Wal-Mart Stores (WMT)	0.1	$328k		2.1k	157.66	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$317k		2.8k	113.99	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$314k		2.3k	136.38	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$313k		3.7k	85.54	View chart
Juniper Networks (JNPR)	0.1	$312k		11k	29.48	View chart
General Dynamics Corporation (GD)	0.1	$291k	NEW	1.1k	259.60	View chart
Globalstar (GSAT)	0.1	$287k		148k	1.94	View chart
Boeing Company (BA)	0.1	$259k	NEW	992.00	260.66	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$245k	NEW	5.2k	47.00	View chart
Pfizer (PFE)	0.1	$243k		8.4k	28.79	View chart
Gabelli Equity Trust (GAB)	0.1	$239k	+2%	47k	5.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$237k	NEW	665.00	356.40	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$234k	NEW	6.2k	37.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$222k	NEW	1.0k	213.34	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$220k	NEW	4.3k	51.06	View chart
Regions Financial Corporation (RF)	0.1	$194k	NEW	10k	19.38	View chart

Past Filings by Arista Wealth Management

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

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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