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 40.17% of Arista Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFSV (+$79M), AVUV (+$6.0M), XOM (+$5.8M), SCHG, DFAU, VCIT, VGIT, VGSH, MU, MRVL.
- Started 37 new stock positions in VSXY, FANG, SHY, BUFR, TTMI, OKE, NBIS, SGOV, MTZ, AMAT.
- Reduced shares in these 10 stocks: Dimensional Etf Trust (-$84M), , VOOG, SDVY, INCY, APP, ADBE, META, SNOW, VLO.
- Sold out of its positions in T, APP, ANET, CDE, CMCSA, DXCM, Dimensional Etf Trust, Dimensional Etf Trust, Exxon Mobil Corporation, SDVY.
- Arista Wealth Management was a net buyer of stock by $5.7M.
- Arista Wealth Management has $935M in assets under management (AUM), dropping by 0.86%.
- Central Index Key (CIK): 0001964758
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Portfolio Holdings for Arista Wealth Management
Arista Wealth Management holds 265 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 12.1 | $114M | +3% | 2.2M | 52.36 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 9.5 | $89M | 1.0M | 85.48 |
|
|
| Dfa Invt Dimensions Group In U.s. Sml Cp Val (DFSV) | 8.4 | $79M | NEW | 2.1M | 37.47 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.3 | $50M | +3% | 633k | 78.31 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 4.8 | $45M | 1.1M | 41.43 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.9 | $36M | +2% | 629k | 57.56 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.9 | $28M | +3% | 486k | 56.66 |
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 2.8 | $27M | 295k | 90.11 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.7 | $26M | 648k | 39.31 |
|
|
| Apple (AAPL) | 2.6 | $24M | 72k | 333.02 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.2 | $20M | 26k | 762.63 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.1 | $20M | +21% | 559k | 35.93 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $20M | 28k | 700.87 |
|
|
| NVIDIA Corporation (NVDA) | 1.6 | $15M | 64k | 228.38 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $13M | -2% | 40k | 330.83 |
|
| Microsoft Corporation (MSFT) | 1.3 | $12M | -2% | 24k | 512.91 |
|
| Amazon (AMZN) | 1.2 | $11M | +2% | 46k | 249.15 |
|
| Dimensional Etf Trust Us Cor Equ 2 Etf | 1.1 | $10M | 234k | 44.45 |
|
|
| Broadcom (AVGO) | 1.0 | $9.8M | 28k | 351.19 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $8.2M | 24k | 344.08 |
|
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.8 | $7.6M | -5% | 92k | 83.03 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $7.0M | +2% | 7.7k | 910.40 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.7 | $6.7M | +859% | 57k | 117.77 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.7 | $6.6M | 18k | 374.24 |
|
|
| Eli Lilly & Co. (LLY) | 0.7 | $6.4M | -4% | 5.6k | 1157.08 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $6.4M | 8.4k | 765.86 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $5.8M | 68k | 84.96 |
|
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.6 | $5.8M | NEW | 35k | 162.75 |
|
| GBank Financial Holdings (GBFH) | 0.6 | $5.4M | 295k | 18.18 |
|
|
| Lam Research Corp Com New (LRCX) | 0.6 | $5.3M | 16k | 328.51 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $4.8M | -13% | 6.6k | 725.16 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $4.0M | 22k | 185.65 |
|
|
| Micron Technology (MU) | 0.4 | $4.0M | +25% | 3.8k | 1065.11 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.4 | $3.8M | +2% | 102k | 37.02 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.4 | $3.7M | 51k | 73.70 |
|
|
| American Express Company (AXP) | 0.4 | $3.5M | +2% | 11k | 304.10 |
|
| Coca-Cola Company (KO) | 0.4 | $3.3M | 38k | 86.08 |
|
|
| Advanced Micro Devices (AMD) | 0.3 | $3.2M | +12% | 5.2k | 611.76 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.3 | $3.1M | 35k | 89.76 |
|
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| Abbvie (ABBV) | 0.3 | $3.1M | 12k | 261.59 |
|
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| Automatic Data Processing (ADP) | 0.3 | $3.0M | 12k | 258.06 |
|
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| Blackrock (BLK) | 0.3 | $2.9M | 2.8k | 1058.29 |
|
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| Cadence Design Systems (CDNS) | 0.3 | $2.9M | +13% | 8.8k | 330.19 |
|
| Cisco Systems (CSCO) | 0.3 | $2.8M | 26k | 107.63 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.7M | -5% | 29k | 94.54 |
|
| Johnson & Johnson (JNJ) | 0.3 | $2.6M | 9.8k | 264.74 |
|
|
| Lockheed Martin Corporation (LMT) | 0.3 | $2.5M | +14% | 5.0k | 509.30 |
|
| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.3 | $2.5M | -7% | 11k | 231.03 |
|
| Visa Com Cl A (V) | 0.3 | $2.4M | -13% | 6.8k | 359.33 |
|
| CSX Corporation (CSX) | 0.3 | $2.4M | 51k | 46.51 |
|
|
| Chevron Corporation (CVX) | 0.2 | $2.3M | +15% | 11k | 204.21 |
|
| Ford Motor Company (F) | 0.2 | $2.2M | +9% | 186k | 12.06 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $2.2M | -6% | 42k | 53.75 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $2.1M | 4.4k | 483.48 |
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| ConocoPhillips (COP) | 0.2 | $2.1M | +32% | 17k | 125.15 |
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| Nextera Energy (NEE) | 0.2 | $2.1M | 27k | 75.74 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.0M | +9% | 6.0k | 340.73 |
|
| Goldman Sachs (GS) | 0.2 | $2.0M | 2.2k | 900.40 |
|
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| United Rentals (URI) | 0.2 | $2.0M | 2.0k | 1000.78 |
|
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| Wal-Mart Stores (WMT) | 0.2 | $2.0M | +6% | 19k | 103.92 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.9M | 2.9k | 675.05 |
|
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $1.9M | -8% | 64k | 29.50 |
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| Analog Devices (ADI) | 0.2 | $1.9M | 4.7k | 396.75 |
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| Philip Morris International (PM) | 0.2 | $1.8M | 9.6k | 190.82 |
|
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $1.8M | 37k | 48.71 |
|
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| Pfizer (PFE) | 0.2 | $1.8M | -13% | 62k | 28.52 |
|
| Celestica (CLS) | 0.2 | $1.8M | +2% | 4.9k | 361.43 |
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| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 0.2 | $1.7M | 43k | 40.12 |
|
|
| Intel Corporation (INTC) | 0.2 | $1.7M | +43% | 14k | 120.23 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $1.7M | 18k | 94.99 |
|
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| Ishares Msci Japan Etf (EWJ) | 0.2 | $1.6M | 17k | 97.46 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.6M | +13% | 3.2k | 497.90 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $1.6M | +3% | 17k | 89.48 |
|
| Monolithic Power Systems (MPWR) | 0.2 | $1.6M | +4% | 1.2k | 1347.23 |
|
| Chubb (CB) | 0.2 | $1.6M | 4.8k | 325.25 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.5M | 12k | 125.26 |
|
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| Hilton Worldwide Holdings (HLT) | 0.2 | $1.5M | 4.6k | 318.12 |
|
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| Group 1 Automotive (GPI) | 0.2 | $1.5M | 6.1k | 240.44 |
|
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| Carpenter Technology Corporation (CRS) | 0.2 | $1.4M | +78% | 3.7k | 388.82 |
|
| Allegheny Technologies Incorporated (ATI) | 0.2 | $1.4M | +28% | 7.4k | 189.40 |
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| Valero Energy Corporation (VLO) | 0.1 | $1.4M | -30% | 3.6k | 387.61 |
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| Procter & Gamble Company (PG) | 0.1 | $1.4M | 9.5k | 145.28 |
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| Palo Alto Networks (PANW) | 0.1 | $1.4M | 3.5k | 397.31 |
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| Coherent Corp (COHR) | 0.1 | $1.4M | +2% | 4.8k | 287.82 |
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| McKesson Corporation (MCK) | 0.1 | $1.3M | +4% | 1.5k | 853.81 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.3M | +39% | 6.8k | 188.08 |
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| General Motors Company (GM) | 0.1 | $1.2M | -14% | 16k | 77.00 |
|
| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.1 | $1.2M | +12% | 12k | 98.34 |
|
| Gilead Sciences (GILD) | 0.1 | $1.2M | 7.9k | 149.05 |
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| Ciena Corp Com New (CIEN) | 0.1 | $1.2M | +2% | 3.4k | 351.82 |
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| Home Depot (HD) | 0.1 | $1.2M | 4.1k | 284.49 |
|
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| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.1 | $1.1M | -6% | 27k | 41.87 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $1.1M | 5.8k | 195.75 |
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| Intercontinental Exchange (ICE) | 0.1 | $1.1M | 7.4k | 152.03 |
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| Williams Companies (WMB) | 0.1 | $1.1M | 16k | 67.97 |
|
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| McDonald's Corporation (MCD) | 0.1 | $1.1M | 4.6k | 230.94 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.0M | -44% | 4.2k | 239.94 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $970k | 7.5k | 128.94 |
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| Merck & Co (MRK) | 0.1 | $956k | 6.6k | 145.30 |
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| Capital One Financial (COF) | 0.1 | $940k | 4.9k | 193.07 |
|
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| salesforce (CRM) | 0.1 | $940k | 4.1k | 229.57 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.1 | $938k | 3.3k | 284.48 |
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| Corteva (CTVA) | 0.1 | $933k | 12k | 77.65 |
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| Firstcash Holdings (FCFS) | 0.1 | $930k | +4% | 4.4k | 211.23 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $925k | +16% | 5.6k | 166.28 |
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.1 | $922k | 19k | 48.70 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $911k | 4.4k | 207.50 |
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| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.1 | $896k | 2.5k | 351.85 |
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| Stride (LRN) | 0.1 | $862k | -30% | 11k | 77.98 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $855k | +4% | 11k | 81.16 |
|
| Entergy Corporation (ETR) | 0.1 | $852k | 8.6k | 99.26 |
|
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $852k | 25k | 34.02 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $850k | 6.6k | 128.10 |
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| SYNNEX Corporation (SNX) | 0.1 | $846k | 3.3k | 256.85 |
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| Citigroup Com New (C) | 0.1 | $832k | +7% | 6.4k | 129.48 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $829k | -4% | 4.0k | 209.45 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $819k | -24% | 20k | 40.67 |
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| Incyte Corporation (INCY) | 0.1 | $813k | -62% | 6.7k | 121.35 |
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| Wells Fargo & Company (WFC) | 0.1 | $791k | -37% | 9.9k | 80.05 |
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| Lumentum Hldgs (LITE) | 0.1 | $781k | 804.00 | 971.26 |
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| Api Group Corp Com Stk (APG) | 0.1 | $777k | +5% | 20k | 38.60 |
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| VSE Corporation (VSEC) | 0.1 | $766k | +34% | 4.6k | 164.70 |
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| Allstate Corporation (ALL) | 0.1 | $758k | +2% | 3.4k | 221.86 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $752k | 21k | 35.50 |
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| Amkor Technology (AMKR) | 0.1 | $752k | +5% | 14k | 52.38 |
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| Paychex (PAYX) | 0.1 | $735k | 7.5k | 98.50 |
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| Danaher Corporation (DHR) | 0.1 | $733k | 3.3k | 221.55 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $703k | -40% | 1.4k | 487.38 |
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| Digital Realty Trust (DLR) | 0.1 | $700k | 4.0k | 175.53 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $696k | -6% | 12k | 59.31 |
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| Netflix (NFLX) | 0.1 | $688k | 9.9k | 69.58 |
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| Marvell Technology (MRVL) | 0.1 | $672k | NEW | 2.5k | 264.21 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $667k | 2.8k | 237.53 |
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| General Dynamics Corporation (GD) | 0.1 | $658k | 2.0k | 331.81 |
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| Centene Corporation (CNC) | 0.1 | $641k | -16% | 10k | 62.12 |
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| Dimensional Etf Trust Us Targeted Vlu | 0.1 | $640k | 9.6k | 66.44 |
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| Kinder Morgan (KMI) | 0.1 | $634k | 21k | 30.15 |
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| American Electric Power Company (AEP) | 0.1 | $630k | 5.3k | 118.64 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $618k | 2.4k | 255.56 |
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| Oracle Corporation (ORCL) | 0.1 | $616k | -30% | 4.5k | 137.30 |
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| Dell Technologies CL C (DELL) | 0.1 | $605k | -5% | 1.1k | 537.95 |
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| Uber Technologies (UBER) | 0.1 | $601k | +52% | 8.8k | 68.51 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $586k | NEW | 12k | 50.35 |
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| American Intl Group Com New (AIG) | 0.1 | $561k | 7.5k | 74.42 |
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| Yum! Brands (YUM) | 0.1 | $560k | 4.1k | 136.34 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $559k | 6.0k | 93.44 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $558k | -42% | 1.4k | 406.63 |
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| Walt Disney Company (DIS) | 0.1 | $542k | 5.2k | 104.90 |
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| Datadog Cl A Com (DDOG) | 0.1 | $538k | 2.0k | 273.85 |
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| Colgate-Palmolive Company (CL) | 0.1 | $536k | 6.3k | 85.32 |
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| MetLife (MET) | 0.1 | $534k | 5.7k | 94.15 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.1 | $525k | +25% | 25k | 20.87 |
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| Tesla Motors (TSLA) | 0.1 | $515k | +10% | 1.5k | 354.81 |
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| Flex Ord (FLEX) | 0.1 | $500k | 4.5k | 109.99 |
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| Boeing Company (BA) | 0.1 | $500k | +117% | 2.7k | 186.05 |
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| Applied Materials (AMAT) | 0.1 | $497k | NEW | 972.00 | 511.38 |
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| Willdan (WLDN) | 0.1 | $490k | +6% | 6.6k | 73.88 |
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| Caterpillar (CAT) | 0.1 | $483k | +3% | 596.00 | 810.79 |
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| Lululemon Athletica (LULU) | 0.1 | $482k | -16% | 5.0k | 96.19 |
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| Bristol Myers Squibb (BMY) | 0.1 | $475k | 7.6k | 62.40 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $468k | 3.2k | 148.30 |
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| Altria (MO) | 0.1 | $468k | 6.9k | 67.34 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $464k | 2.8k | 166.98 |
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| Regions Financial Corporation (RF) | 0.0 | $462k | -10% | 17k | 26.88 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $460k | 8.5k | 54.40 |
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| Thomsoncorp (TRI) | 0.0 | $458k | 4.7k | 97.33 |
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| Western Digital (WDC) | 0.0 | $455k | NEW | 1.0k | 454.46 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $455k | 18k | 25.90 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $450k | NEW | 1.6k | 280.09 |
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| Curtiss-Wright (CW) | 0.0 | $443k | 814.00 | 543.82 |
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| Emcor (EME) | 0.0 | $438k | +106% | 581.00 | 754.49 |
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| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 0.0 | $435k | NEW | 12k | 37.47 |
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| Synopsys (SNPS) | 0.0 | $435k | 1.0k | 434.94 |
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| Honeywell International (HON) | 0.0 | $429k | -26% | 2.0k | 210.94 |
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| Pepsi (PEP) | 0.0 | $428k | 3.4k | 126.72 |
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| Century Aluminum Company (CENX) | 0.0 | $424k | 12k | 35.98 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $419k | -23% | 5.9k | 70.61 |
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| Astrazeneca Ord (AZN) | 0.0 | $415k | 2.6k | 161.47 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $412k | 7.3k | 56.32 |
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| Sk Hynix American Deposit (SKHY) | 0.0 | $410k | NEW | 2.2k | 184.15 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $407k | 3.7k | 108.84 |
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| First Tr Exchange-traded Vest Lad Aut Etf (ACYS) | 0.0 | $403k | NEW | 20k | 20.58 |
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| Bank of America Corporation (BAC) | 0.0 | $399k | -40% | 7.3k | 54.43 |
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| Sanmina (SANM) | 0.0 | $395k | 1.8k | 214.91 |
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| Paysign (PAYS) | 0.0 | $395k | 29k | 13.48 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $388k | 2.3k | 168.42 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $387k | 4.5k | 85.10 |
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| Quanta Services (PWR) | 0.0 | $382k | NEW | 595.00 | 642.51 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $382k | NEW | 3.8k | 100.68 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $369k | NEW | 400.00 | 922.34 |
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| TTM Technologies (TTMI) | 0.0 | $369k | NEW | 3.0k | 122.84 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $365k | 18k | 19.77 |
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| Keysight Technologies (KEYS) | 0.0 | $364k | NEW | 1.0k | 364.04 |
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| Newmont Mining Corporation (NEM) | 0.0 | $363k | -10% | 3.1k | 115.34 |
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| Comfort Systems USA (FIX) | 0.0 | $361k | NEW | 218.00 | 1654.09 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $359k | -32% | 5.6k | 63.89 |
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| Tc Energy Corp (TRP) | 0.0 | $358k | 6.2k | 57.78 |
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| Astera Labs (ALAB) | 0.0 | $356k | NEW | 1.0k | 355.97 |
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| Sandisk Corp (SNDK) | 0.0 | $350k | 201.00 | 1739.89 |
|
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $350k | NEW | 640.00 | 546.17 |
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| Verizon Communications (VZ) | 0.0 | $348k | 7.6k | 45.87 |
|
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $348k | 12k | 29.31 |
|
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $346k | 15k | 23.72 |
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| Dover Corporation (DOV) | 0.0 | $343k | 1.8k | 187.05 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $340k | 3.6k | 94.17 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $333k | +6% | 1.1k | 304.52 |
|
| Enterprise Products Partners (EPD) | 0.0 | $333k | 9.4k | 35.61 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $332k | 6.2k | 53.40 |
|
|
| Super Micro Computer Com New (SMCI) | 0.0 | $329k | 8.0k | 41.07 |
|
|
| Carvana Cl A (CVNA) | 0.0 | $329k | -27% | 5.3k | 62.54 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $327k | 1.8k | 183.37 |
|
|
| Phillips 66 (PSX) | 0.0 | $326k | 1.3k | 255.31 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $324k | 339.00 | 955.42 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $317k | 1.3k | 247.93 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $316k | NEW | 7.1k | 44.46 |
|
| Honeywell Aerospace (HONA) | 0.0 | $313k | -26% | 2.0k | 154.97 |
|
| Onto Innovation (ONTO) | 0.0 | $309k | 1.0k | 307.82 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $304k | 7.4k | 41.23 |
|
|
| Axon Enterprise (AXON) | 0.0 | $296k | -36% | 701.00 | 422.52 |
|
| Vicor Corporation (VICR) | 0.0 | $289k | 1.0k | 288.94 |
|
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $280k | 6.3k | 44.37 |
|
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $278k | NEW | 4.0k | 69.23 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $278k | -33% | 5.0k | 55.32 |
|
| Vistra Energy (VST) | 0.0 | $277k | 2.0k | 138.35 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $275k | NEW | 3.4k | 81.20 |
|
| MaxLinear (MXL) | 0.0 | $272k | 3.0k | 90.31 |
|
|
| Oneok (OKE) | 0.0 | $271k | NEW | 3.2k | 85.27 |
|
| MKS Instruments (MKSI) | 0.0 | $269k | NEW | 1.0k | 265.36 |
|
| Shell Spon Ads (SHEL) | 0.0 | $259k | 2.7k | 95.05 |
|
|
| Ftai Aviation SHS (FTAI) | 0.0 | $256k | 1.5k | 167.03 |
|
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $251k | 1.3k | 194.76 |
|
|
| Usa Compression Partners Com Unit Ltdpar (USAC) | 0.0 | $249k | 10k | 24.87 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $249k | 1.8k | 136.04 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $248k | 2.3k | 105.83 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $247k | NEW | 2.2k | 113.42 |
|
| Gabelli Equity Trust (GAB) | 0.0 | $247k | 47k | 5.24 |
|
|
| Sterling Construction Company (STRL) | 0.0 | $247k | NEW | 502.00 | 491.78 |
|
| Kla Corp Com New (KLAC) | 0.0 | $242k | NEW | 1.2k | 194.93 |
|
| Dimensional Etf Trust Us Small Cap Etf | 0.0 | $241k | 3.1k | 77.42 |
|
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $241k | NEW | 1.0k | 235.88 |
|
| Teradyne (TER) | 0.0 | $241k | NEW | 600.00 | 400.91 |
|
| Edwards Lifesciences (EW) | 0.0 | $236k | 2.7k | 86.32 |
|
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $234k | 1.0k | 231.52 |
|
|
| Victorias Secret And Common Stock (VSXY) | 0.0 | $231k | NEW | 2.6k | 88.46 |
|
| ON Semiconductor (ON) | 0.0 | $231k | 3.0k | 76.87 |
|
|
| Tower Semiconductor Shs New (TSEM) | 0.0 | $229k | NEW | 1.0k | 227.43 |
|
| Edison International (EIX) | 0.0 | $228k | 4.2k | 53.73 |
|
|
| Dollar Tree (DLTR) | 0.0 | $228k | NEW | 2.0k | 114.02 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $227k | 4.3k | 52.50 |
|
|
| Dave Class A Com New (DAVE) | 0.0 | $225k | NEW | 700.00 | 321.51 |
|
| Ge Aerospace Com New (GE) | 0.0 | $225k | +4% | 720.00 | 312.36 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $223k | 2.4k | 94.42 |
|
|
| Hldgs (UAL) | 0.0 | $222k | NEW | 2.0k | 110.95 |
|
| American Centy Etf Tr Avan Us Smal Etf (AVSC) | 0.0 | $222k | 3.2k | 69.14 |
|
|
| Block Cl A (XYZ) | 0.0 | $221k | -45% | 3.0k | 73.53 |
|
| MasTec (MTZ) | 0.0 | $217k | NEW | 1.0k | 213.60 |
|
| Dfa Invt Dimensions Group In Real Estate Secu (DFAR) | 0.0 | $214k | NEW | 8.9k | 24.16 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $212k | 2.2k | 97.43 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $208k | 11k | 18.89 |
|
|
| Unity Software (U) | 0.0 | $206k | NEW | 5.0k | 40.93 |
|
| Diamondback Energy (FANG) | 0.0 | $204k | NEW | 1.1k | 183.81 |
|
| EQT Corporation (EQT) | 0.0 | $204k | -62% | 4.2k | 48.56 |
|
| Zions Bancorporation (ZION) | 0.0 | $203k | -2% | 3.2k | 62.65 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $200k | 11k | 18.19 |
|
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $140k | 12k | 11.63 |
|
Past Filings by Arista Wealth Management
SEC 13F filings are viewable for Arista Wealth Management going back to 2022
- Arista Wealth Management 2026 Q3 filed Oct. 29, 2026
- Arista Wealth Management 2026 Q2 filed July 9, 2026
- Arista Wealth Management 2026 Q1 filed April 30, 2026
- Arista Wealth Management 2025 Q4 filed Feb. 9, 2026
- Arista Wealth Management 2025 Q3 filed Nov. 6, 2025
- Arista Wealth Management 2025 Q2 filed July 29, 2025
- Arista Wealth Management 2025 Q1 filed May 14, 2025
- Arista Wealth Management 2024 Q4 filed Feb. 13, 2025
- 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