Arista Wealth Management

Arista Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Arista Wealth Management

Arista Wealth Management holds 248 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 12.3 $100M 2.1M 46.80
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 10.4 $85M 191k 444.59
Dimensional Etf Trust Us Small Cap Val (DFSV) 8.4 $68M 2.1M 32.89
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.9 $48M 577k 83.75
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.1 $41M 1.1M 38.11
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.2 $34M 580k 58.73
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.2 $26M 436k 59.93
Vanguard Index Fds Growth Etf (VUG) 3.0 $24M 49k 487.86
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.6 $21M 638k 32.57
Apple (AAPL) 2.5 $20M 74k 271.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $19M 31k 627.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $18M 27k 681.92
JPMorgan Chase & Co. (JPM) 1.5 $12M 39k 322.22
NVIDIA Corporation (NVDA) 1.5 $12M 64k 186.50
Microsoft Corporation (MSFT) 1.4 $11M 23k 483.63
GBank Financial Holdings (GBFH) 1.2 $10M 295k 33.89
Broadcom (AVGO) 1.1 $9.3M 27k 346.10
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $9.3M 234k 39.59
Amazon (AMZN) 1.1 $9.2M 40k 230.82
Alphabet Cap Stk Cl A (GOOGL) 0.9 $7.6M 24k 313.00
Eli Lilly & Co. (LLY) 0.8 $6.2M 5.8k 1074.68
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $6.0M 18k 335.28
Ishares Tr Core S&p500 Etf (IVV) 0.7 $5.7M 8.4k 684.95
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $5.3M 71k 75.44
Costco Wholesale Corporation (COST) 0.6 $5.2M 6.0k 862.29
Exxon Mobil Corporation (XOM) 0.5 $4.0M 33k 120.34
American Express Company (AXP) 0.5 $3.9M 11k 369.96
Raytheon Technologies Corp (RTX) 0.5 $3.8M 21k 183.40
Ishares Tr Core Msci Euro (IEUR) 0.4 $3.6M 51k 70.98
Goldman Sachs (GS) 0.4 $3.3M 3.8k 879.01
Meta Platforms Cl A (META) 0.4 $3.3M 5.0k 660.05
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $3.0M 93k 32.73
Automatic Data Processing (ADP) 0.4 $3.0M 12k 257.23
Spdr Series Trust State Street Spd (SPYM) 0.4 $3.0M 37k 80.22
Blackrock (BLK) 0.4 $2.9M 2.7k 1070.34
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.9M 29k 99.88
Cadence Design Systems (CDNS) 0.4 $2.9M 9.2k 312.58
Lam Research Corp Com New (LRCX) 0.3 $2.8M 16k 171.18
Coca-Cola Company (KO) 0.3 $2.8M 39k 69.91
Visa Com Cl A (V) 0.3 $2.7M 7.6k 350.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $2.6M 12k 211.79
Abbvie (ABBV) 0.3 $2.6M 11k 228.49
Northrop Grumman Corporation (NOC) 0.3 $2.4M 4.2k 570.21
Group 1 Automotive (GPI) 0.3 $2.4M 6.1k 393.30
Johnson & Johnson (JNJ) 0.3 $2.3M 11k 206.95
Ford Motor Company (F) 0.3 $2.2M 170k 13.12
Nextera Energy (NEE) 0.3 $2.2M 27k 80.28
Lockheed Martin Corporation (LMT) 0.3 $2.2M 4.5k 483.67
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.1M 6.6k 313.79
Cisco Systems (CSCO) 0.2 $2.0M 26k 77.03
Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $1.9M 37k 51.77
Wal-Mart Stores (WMT) 0.2 $1.9M 17k 111.41
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.2 $1.8M 43k 42.56
CSX Corporation (CSX) 0.2 $1.8M 51k 36.25
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $1.8M 46k 38.32
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $1.8M 24k 74.17
Ishares Tr Core Msci Intl (IDEV) 0.2 $1.7M 21k 82.48
Ishares Tr Expanded Tech (IGV) 0.2 $1.7M 16k 105.69
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $1.7M 54k 30.96
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $1.6M 51k 32.62
Thermo Fisher Scientific (TMO) 0.2 $1.6M 2.8k 579.45
United Rentals (URI) 0.2 $1.6M 2.0k 809.32
Philip Morris International (PM) 0.2 $1.5M 9.5k 160.40
Pfizer (PFE) 0.2 $1.5M 61k 24.90
Ishares Tr Core Msci Total (IXUS) 0.2 $1.5M 18k 84.64
Procter & Gamble Company (PG) 0.2 $1.5M 10k 143.31
Chubb (CB) 0.2 $1.5M 4.8k 312.12
McDonald's Corporation (MCD) 0.2 $1.5M 4.8k 305.63
Zim Integrated Shipping Serv SHS (ZIM) 0.2 $1.5M 69k 21.23
salesforce (CRM) 0.2 $1.5M 5.5k 264.91
Chevron Corporation (CVX) 0.2 $1.5M 9.6k 152.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.5M 3.1k 473.30
Home Depot (HD) 0.2 $1.4M 4.1k 344.10
ConocoPhillips (COP) 0.2 $1.4M 15k 93.61
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $1.4M 14k 98.32
Ishares Msci Japan Etf (EWJ) 0.2 $1.3M 17k 80.74
Hilton Worldwide Holdings (HLT) 0.2 $1.3M 4.6k 287.25
Wells Fargo & Company (WFC) 0.2 $1.3M 14k 93.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.3M 2.5k 502.62
Tesla Motors (TSLA) 0.2 $1.3M 2.8k 449.72
Intercontinental Exchange (ICE) 0.1 $1.2M 7.4k 161.96
Capital One Financial (COF) 0.1 $1.2M 4.8k 242.36
Intuitive Surgical Com New (ISRG) 0.1 $1.1M 2.0k 566.36
Take-Two Interactive Software (TTWO) 0.1 $1.1M 4.4k 256.03
Wabtec Corporation (WAB) 0.1 $1.1M 5.3k 213.45
Dell Technologies CL C (DELL) 0.1 $1.1M 8.7k 125.88
Applied Industrial Technologies (AIT) 0.1 $1.1M 4.3k 256.75
Honeywell International (HON) 0.1 $1.1M 5.5k 195.09
Innovator Etfs Trust Innovator Us Eq (EALT) 0.1 $1.1M 30k 35.29
General Motors Company (GM) 0.1 $1.1M 13k 81.32
Micron Technology (MU) 0.1 $983k 3.4k 285.41
Gilead Sciences (GILD) 0.1 $964k 7.9k 122.74
Williams Companies (WMB) 0.1 $955k 16k 60.11
Analog Devices (ADI) 0.1 $945k 3.5k 271.20
Valero Energy Corporation (VLO) 0.1 $905k 5.6k 162.79
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $871k 4.8k 181.21
Select Sector Spdr Tr State Street Mat (XLB) 0.1 $858k 19k 45.35
Oracle Corporation (ORCL) 0.1 $857k 4.4k 194.91
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $854k 5.7k 148.69
Vanguard Index Fds Small Cp Etf (VB) 0.1 $851k 3.3k 257.94
Morgan Stanley Com New (MS) 0.1 $844k 4.8k 177.53
Adobe Systems Incorporated (ADBE) 0.1 $844k 2.4k 349.99
Paychex (PAYX) 0.1 $837k 7.5k 112.18
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $837k 5.8k 143.97
Corteva (CTVA) 0.1 $805k 12k 67.03
Vanguard Index Fds Large Cap Etf (VV) 0.1 $802k 2.5k 314.80
United Parcel Service CL B (UPS) 0.1 $800k 8.1k 99.19
Entergy Corporation (ETR) 0.1 $793k 8.6k 92.43
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $782k 7.0k 111.79
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $775k 6.4k 121.75
Innovator Etfs Trust Prem Incm 30 Bar (APRJ) 0.1 $774k 31k 24.65
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $753k 25k 30.07
Danaher Corporation (DHR) 0.1 $747k 3.3k 228.92
Caterpillar (CAT) 0.1 $735k 1.3k 572.87
Iron Mountain (IRM) 0.1 $734k 8.8k 82.95
Merck & Co (MRK) 0.1 $687k 6.5k 105.25
Ishares Core Msci Emkt (IEMG) 0.1 $679k 10k 67.22
American Intl Group Com New (AIG) 0.1 $644k 7.5k 85.55
General Dynamics Corporation (GD) 0.1 $639k 1.9k 336.64
Marvell Technology (MRVL) 0.1 $637k 7.5k 84.98
Palo Alto Networks (PANW) 0.1 $632k 3.4k 184.20
Thomson Reuters Corp. (TRI) 0.1 $630k 4.8k 131.89
Yum! Brands (YUM) 0.1 $622k 4.1k 151.28
Digital Realty Trust (DLR) 0.1 $612k 4.0k 154.71
Nxp Semiconductors N V (NXPI) 0.1 $610k 2.8k 217.06
Intel Corporation (INTC) 0.1 $601k 16k 36.90
American Electric Power Company (AEP) 0.1 $597k 5.2k 115.31
Ing Groep Sponsored Adr (ING) 0.1 $591k 21k 28.00
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $574k 9.6k 59.54
Kinder Morgan (KMI) 0.1 $572k 21k 27.49
Qualcomm (QCOM) 0.1 $563k 3.3k 171.05
EQT Corporation (EQT) 0.1 $545k 10k 53.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $530k 9.9k 53.76
Regions Financial Corporation (RF) 0.1 $522k 19k 27.10
Constellation Energy (CEG) 0.1 $520k 1.5k 353.27
Fs Specialty Lending Com Sh Ben Int (FSSL) 0.1 $516k 37k 14.14
Colgate-Palmolive Company (CL) 0.1 $496k 6.3k 79.02
SYNNEX Corporation (SNX) 0.1 $494k 3.3k 150.23
Primo Brands Corporation Class A Com Shs (PRMB) 0.1 $486k 30k 16.35
Phillips 66 (PSX) 0.1 $484k 3.8k 129.04
Tenet Healthcare Corp Com New (THC) 0.1 $482k 2.4k 198.72
British Amern Tob Sponsored Adr (BTI) 0.1 $476k 8.4k 56.62
South Plains Financial (SPFI) 0.1 $472k 12k 38.80
Pepsi (PEP) 0.1 $467k 3.3k 143.52
Uber Technologies (UBER) 0.1 $467k 5.7k 81.71
Astrazeneca Sponsored Adr 0.1 $466k 5.1k 91.93
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $461k 4.5k 101.99
Curtiss-Wright (CW) 0.1 $448k 813.00 551.27
Select Sector Spdr Tr State Street Con (XLY) 0.1 $447k 3.7k 119.41
At&t (T) 0.1 $442k 18k 24.84
MetLife (MET) 0.1 $435k 5.5k 78.94
Abbott Laboratories (ABT) 0.1 $433k 3.5k 125.29
Western Digital (WDC) 0.1 $432k 2.5k 172.27
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $431k 2.8k 155.12
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $414k 14k 30.54
Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $409k 18k 22.32
Bristol Myers Squibb (BMY) 0.0 $403k 7.5k 53.94
Advanced Micro Devices (AMD) 0.0 $398k 1.9k 214.16
UnitedHealth (UNH) 0.0 $397k 1.2k 329.99
Halliburton Company (HAL) 0.0 $396k 14k 28.26
Altria (MO) 0.0 $395k 6.8k 57.66
MPLX Com Unit Rep Ltd (MPLX) 0.0 $390k 7.3k 53.37
Innovator Etfs Trust Premium Inc 15 B (LOCT) 0.0 $387k 16k 23.87
Applovin Corp Com Cl A (APP) 0.0 $382k 567.00 673.82
Super Micro Computer Com New (SMCI) 0.0 $381k 13k 29.27
Cloudflare Cl A Com (NET) 0.0 $379k 1.9k 197.15
ON Semiconductor (ON) 0.0 $379k 7.0k 54.15
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $374k 1.8k 210.34
Guidewire Software (GWRE) 0.0 $371k 1.8k 201.01
Toast Cl A (TOST) 0.0 $367k 10k 35.51
Sanofi Sa Sponsored Adr (SNY) 0.0 $364k 7.5k 48.46
Ionq Inc Pipe (IONQ) 0.0 $361k 8.0k 44.87
Zacks Trust Earngs Constant (ZECP) 0.0 $361k 10k 34.76
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $360k 2.5k 143.88
Citigroup Com New (C) 0.0 $360k 3.1k 116.69
Dover Corporation (DOV) 0.0 $358k 1.8k 195.24
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $357k 2.3k 154.80
Boston Scientific Corporation (BSX) 0.0 $355k 3.7k 95.35
Advance Auto Parts (AAP) 0.0 $354k 9.0k 39.30
Dow (DOW) 0.0 $351k 15k 23.38
Vertiv Holdings Com Cl A (VRT) 0.0 $348k 2.1k 162.01
Commercial Metals Company (CMC) 0.0 $346k 5.0k 69.22
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $346k 1.1k 303.89
Tc Energy Corp (TRP) 0.0 $341k 6.2k 55.01
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $341k 6.2k 54.77
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $336k 18k 19.14
Canadian Pacific Kansas City (CP) 0.0 $334k 4.5k 73.63
Wayfair Cl A (W) 0.0 $331k 3.3k 100.41
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $331k 1.2k 275.39
Delta Air Lines Inc Del Com New (DAL) 0.0 $329k 4.7k 69.40
Equifax (EFX) 0.0 $326k 1.5k 216.98
Hims & Hers Health Com Cl A (HIMS) 0.0 $325k 10k 32.47
Roblox Corp Cl A (RBLX) 0.0 $324k 4.0k 81.03
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $322k 5.0k 64.31
Nrg Energy Com New (NRG) 0.0 $319k 2.0k 159.24
Applied Materials (AMAT) 0.0 $318k 1.2k 256.99
Charter Communications Inc N Cl A (CHTR) 0.0 $313k 1.5k 208.75
Devon Energy Corporation (DVN) 0.0 $311k 8.5k 36.63
Servicenow (NOW) 0.0 $311k 2.0k 153.19
Agnico (AEM) 0.0 $305k 1.8k 169.53
Barrick Mng Corp Com Shs (B) 0.0 $305k 7.0k 43.55
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $304k 18k 16.49
Ftai Aviation SHS (FTAI) 0.0 $301k 1.5k 196.85
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $300k 12k 26.23
Affirm Hldgs Com Cl A (AFRM) 0.0 $299k 4.0k 74.43
Enterprise Products Partners (EPD) 0.0 $298k 9.3k 32.06
Crowdstrike Hldgs Cl A (CRWD) 0.0 $297k 633.00 468.71
Verizon Communications (VZ) 0.0 $295k 7.2k 40.73
Gabelli Equity Trust (GAB) 0.0 $291k 47k 6.17
Lyft Cl A Com (LYFT) 0.0 $291k 15k 19.37
Dave Class A Com New (DAVE) 0.0 $288k 1.3k 221.41
Rio Tinto Sponsored Adr (RIO) 0.0 $286k 3.6k 80.03
Kinross Gold Corp (KGC) 0.0 $282k 10k 28.16
Parker-Hannifin Corporation (PH) 0.0 $275k 313.00 878.96
Docusign (DOCU) 0.0 $268k 3.9k 68.40
Datadog Cl A Com (DDOG) 0.0 $267k 2.0k 135.99
Okta Cl A (OKTA) 0.0 $266k 3.1k 86.47
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $262k 15k 17.96
D-wave Quantum (QBTS) 0.0 $262k 10k 26.15
Texas Instruments Incorporated (TXN) 0.0 $260k 1.5k 173.49
Edison International (EIX) 0.0 $256k 4.3k 60.02
Cenovus Energy (CVE) 0.0 $254k 15k 16.92
Centene Corporation (CNC) 0.0 $253k 6.1k 41.15
Vanguard World Inf Tech Etf (VGT) 0.0 $251k 332.00 754.80
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $249k 6.3k 39.50
Annaly Capital Management In Com New (NLY) 0.0 $246k 11k 22.36
Apa Corporation (APA) 0.0 $245k 10k 24.46
Vici Pptys (VICI) 0.0 $242k 8.6k 28.12
Edwards Lifesciences (EW) 0.0 $238k 2.8k 85.25
Oneok (OKE) 0.0 $233k 3.2k 73.50
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $232k 10k 22.90
Usa Compression Partners Com Unit Ltdpar (USAC) 0.0 $230k 10k 23.00
Jabil Circuit (JBL) 0.0 $228k 1.0k 228.02
The Trade Desk Com Cl A (TTD) 0.0 $228k 6.0k 37.96
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $222k 1.8k 120.18
Rigetti Computing Common Stock (RGTI) 0.0 $222k 10k 22.15
Kimberly-Clark Corporation (KMB) 0.0 $219k 2.2k 100.89
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $217k 3.1k 69.67
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $216k 2.4k 91.45
Boeing Company (BA) 0.0 $215k 992.00 217.12
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $214k 2.3k 91.39
Spdr Series Trust State Street Spd (TFI) 0.0 $213k 4.7k 45.71
Wisdomtree Tr India Erngs Fd (EPI) 0.0 $208k 4.5k 46.29
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $207k 4.3k 47.79
Quantum Computing (QUBT) 0.0 $205k 20k 10.26
SkyWest (SKYW) 0.0 $201k 2.0k 100.41
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $171k 11k 15.59
Paysign (PAYS) 0.0 $151k 29k 5.15