Arista Wealth Management

Arista Wealth Management as of March 31, 2026

Portfolio Holdings for Arista Wealth Management

Arista Wealth Management holds 253 positions in its portfolio as reported in the March 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) 11.4 $93M 2.1M 45.12
Dimensional Etf Trust Us Small Cap Val (DFSV) 9.0 $74M 2.1M 35.04
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 8.9 $73M 180k 407.69
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.9 $49M 590k 82.75
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.0 $41M 1.0M 38.96
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.2 $35M 596k 58.54
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.2 $27M 448k 59.55
Vanguard Index Fds Growth Etf (VUG) 2.6 $22M 49k 436.79
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.5 $21M 616k 33.86
Apple (AAPL) 2.3 $19M 73k 253.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $17M 29k 597.56
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.1 $17M 27k 650.34
JPMorgan Chase & Co. (JPM) 1.4 $12M 40k 294.16
NVIDIA Corporation (NVDA) 1.3 $11M 62k 174.40
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $9.4M 322k 29.13
Amazon (AMZN) 1.1 $9.3M 45k 208.27
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $9.1M 234k 38.86
Broadcom (AVGO) 1.1 $8.9M 29k 309.51
Microsoft Corporation (MSFT) 1.1 $8.8M 24k 370.17
GBank Financial Holdings (GBFH) 1.0 $7.9M 295k 26.76
Costco Wholesale Corporation (COST) 0.9 $7.4M 7.5k 996.39
Alphabet Cap Stk Cl A (GOOGL) 0.9 $7.3M 26k 287.56
Dimensional Etf Trust Us Equity Market (DFUS) 0.9 $7.1M 100k 70.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $5.7M 18k 320.81
Exxon Mobil Corporation (XOM) 0.7 $5.6M 33k 169.66
Ishares Tr Core S&p500 Etf (IVV) 0.7 $5.5M 8.4k 653.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $5.4M 70k 77.11
Eli Lilly & Co. (LLY) 0.6 $5.3M 5.8k 919.77
Meta Platforms Cl A (META) 0.5 $4.3M 7.6k 572.11
Raytheon Technologies Corp (RTX) 0.5 $4.1M 21k 192.90
Ishares Tr Core Msci Euro (IEUR) 0.4 $3.6M 51k 70.27
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $3.2M 96k 33.97
American Express Company (AXP) 0.4 $3.2M 11k 302.48
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $3.0M 30k 99.27
Northrop Grumman Corporation (NOC) 0.4 $3.0M 4.3k 682.24
Coca-Cola Company (KO) 0.4 $2.9M 38k 76.05
Lam Research Corp Com New (LRCX) 0.4 $2.9M 14k 213.66
Spdr Series Trust State Street Spd (SPYM) 0.3 $2.7M 35k 76.54
Blackrock (BLK) 0.3 $2.6M 2.7k 961.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $2.6M 12k 217.25
Cadence Design Systems (CDNS) 0.3 $2.6M 9.2k 277.87
Nextera Energy (NEE) 0.3 $2.5M 27k 92.88
Abbvie (ABBV) 0.3 $2.5M 12k 217.49
Lockheed Martin Corporation (LMT) 0.3 $2.5M 4.1k 604.39
Goldman Sachs (GS) 0.3 $2.5M 2.9k 846.01
Automatic Data Processing (ADP) 0.3 $2.4M 12k 203.18
Johnson & Johnson (JNJ) 0.3 $2.3M 9.5k 244.44
Visa Com Cl A (V) 0.3 $2.3M 7.6k 302.24
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $2.2M 46k 48.93
CSX Corporation (CSX) 0.3 $2.1M 51k 41.05
Adobe Systems Incorporated (ADBE) 0.3 $2.1M 8.5k 243.08
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $2.1M 68k 30.32
Wal-Mart Stores (WMT) 0.2 $2.1M 17k 124.28
Cisco Systems (CSCO) 0.2 $2.0M 26k 77.59
Group 1 Automotive (GPI) 0.2 $2.0M 6.1k 330.63
Chevron Corporation (CVX) 0.2 $2.0M 9.7k 206.90
Ford Motor Company (F) 0.2 $2.0M 170k 11.54
Thermo Fisher Scientific (TMO) 0.2 $1.9M 3.9k 491.53
Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $1.9M 37k 51.23
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.2 $1.8M 43k 42.22
Ishares Tr Core Msci Intl (IDEV) 0.2 $1.7M 21k 83.57
Pfizer (PFE) 0.2 $1.7M 62k 28.08
ConocoPhillips (COP) 0.2 $1.6M 12k 132.00
Wells Fargo & Company (WFC) 0.2 $1.6M 20k 79.61
Philip Morris International (PM) 0.2 $1.6M 9.5k 165.34
Chubb (CB) 0.2 $1.6M 4.8k 325.93
Ishares Tr Core Msci Total (IXUS) 0.2 $1.5M 18k 86.64
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.2 $1.5M 39k 39.43
Stride (LRN) 0.2 $1.5M 18k 88.17
Oracle Corporation (ORCL) 0.2 $1.5M 10k 147.11
Procter & Gamble Company (PG) 0.2 $1.5M 11k 144.44
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.5M 5.2k 286.87
Advanced Micro Devices (AMD) 0.2 $1.5M 7.2k 203.43
McDonald's Corporation (MCD) 0.2 $1.4M 4.7k 310.79
United Rentals (URI) 0.2 $1.4M 2.0k 728.56
Intuitive Surgical Com New (ISRG) 0.2 $1.4M 3.1k 460.99
Monolithic Power Systems (MPWR) 0.2 $1.4M 1.3k 1093.35
Incyte Corporation (INCY) 0.2 $1.4M 15k 94.12
Hilton Worldwide Holdings (HLT) 0.2 $1.4M 4.6k 304.08
Ishares Msci Japan Etf (EWJ) 0.2 $1.4M 17k 84.44
Micron Technology (MU) 0.2 $1.4M 4.1k 337.84
General Motors Company (GM) 0.2 $1.4M 19k 74.50
Home Depot (HD) 0.2 $1.4M 4.1k 328.89
Coherent Corp (COHR) 0.2 $1.3M 5.6k 238.21
Allegheny Technologies Incorporated (ATI) 0.2 $1.3M 9.2k 145.46
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.3M 3.1k 426.40
Morgan Stanley Com New (MS) 0.2 $1.3M 7.9k 164.57
Honeywell International (HON) 0.2 $1.3M 5.5k 226.03
Netflix (NFLX) 0.2 $1.3M 13k 96.15
McKesson Corporation (MCK) 0.2 $1.2M 1.4k 865.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.2M 2.5k 479.13
Intercontinental Exchange (ICE) 0.1 $1.2M 7.4k 157.28
Williams Companies (WMB) 0.1 $1.2M 16k 72.78
Barrick Mng Corp Com Shs (B) 0.1 $1.1M 28k 40.79
Allstate Corporation (ALL) 0.1 $1.1M 5.5k 207.34
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $1.1M 29k 38.26
Citigroup Com New (C) 0.1 $1.1M 9.9k 113.41
Analog Devices (ADI) 0.1 $1.1M 3.5k 318.14
Gilead Sciences (GILD) 0.1 $1.1M 7.9k 139.37
Ciena Corp Com New (CIEN) 0.1 $1.1M 2.8k 388.23
Celestica (CLS) 0.1 $1.0M 3.6k 281.68
Corteva (CTVA) 0.1 $1.0M 12k 83.71
Innovator Etfs Trust Prem Incm 30 Bar (APRJ) 0.1 $997k 41k 24.50
Entergy Corporation (ETR) 0.1 $965k 8.6k 112.36
Select Sector Spdr Tr State Street Mat (XLB) 0.1 $946k 19k 49.97
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $929k 4.9k 189.60
Willdan (WLDN) 0.1 $928k 12k 76.56
salesforce (CRM) 0.1 $923k 4.9k 186.67
Lululemon Athletica (LULU) 0.1 $920k 6.0k 153.10
Capital One Financial (COF) 0.1 $884k 4.8k 182.43
Valero Energy Corporation (VLO) 0.1 $880k 3.6k 247.08
Take-Two Interactive Software (TTWO) 0.1 $867k 4.4k 197.50
Vanguard Index Fds Small Cp Etf (VB) 0.1 $864k 3.3k 261.91
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $818k 5.7k 142.43
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $818k 7.5k 109.69
Carpenter Technology Corporation (CRS) 0.1 $805k 2.0k 394.15
Merck & Co (MRK) 0.1 $795k 6.6k 120.28
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $784k 2.0k 391.76
Firstcash Holdings (FCFS) 0.1 $778k 4.1k 188.00
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $775k 25k 30.96
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $773k 5.8k 132.90
Api Group Corp Com Stk (APG) 0.1 $764k 19k 40.52
Vanguard Index Fds Large Cap Etf (VV) 0.1 $761k 2.5k 298.85
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $751k 6.8k 111.19
Spotify Technology S A SHS (SPOT) 0.1 $730k 1.5k 484.91
Digital Realty Trust (DLR) 0.1 $716k 4.0k 180.21
Kinder Morgan (KMI) 0.1 $704k 21k 33.53
Ishares Core Msci Emkt (IEMG) 0.1 $704k 10k 69.75
American Electric Power Company (AEP) 0.1 $689k 5.3k 131.08
Paychex (PAYX) 0.1 $688k 7.5k 92.12
Delta Air Lines Com New (DAL) 0.1 $685k 10k 66.48
General Dynamics Corporation (GD) 0.1 $674k 2.0k 343.20
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $642k 5.8k 110.47
Yum! Brands (YUM) 0.1 $639k 4.1k 155.48
Danaher Corporation (DHR) 0.1 $632k 3.3k 189.60
VSE Corporation (VSEC) 0.1 $629k 3.4k 184.40
Applovin Corp Com Cl A (APP) 0.1 $624k 1.6k 398.00
Palantir Technologies Cl A (PLTR) 0.1 $617k 4.2k 146.28
UnitedHealth (UNH) 0.1 $612k 2.3k 270.63
Amkor Technology (AMKR) 0.1 $607k 14k 45.03
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $602k 9.6k 62.45
United Parcel Svcs CL B (UPS) 0.1 $599k 6.1k 98.38
Bank of America Corporation (BAC) 0.1 $594k 12k 48.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $584k 11k 54.05
Charles Schwab Corporation (SCHW) 0.1 $574k 6.1k 93.98
American Intl Group Com New (AIG) 0.1 $567k 7.5k 75.25
SYNNEX Corporation (SNX) 0.1 $555k 3.3k 168.71
Curtiss-Wright (CW) 0.1 $554k 813.00 681.12
Palo Alto Networks (PANW) 0.1 $553k 3.5k 160.32
Nxp Semiconductors N V (NXPI) 0.1 $553k 2.8k 196.86
Ing Groep Sponsored Adr (ING) 0.1 $549k 21k 26.05
Kinross Gold Corp (KGC) 0.1 $549k 18k 30.52
Western Digital (WDC) 0.1 $543k 2.0k 270.49
Newmont Mining Corporation (NEM) 0.1 $541k 5.0k 108.25
Arista Networks Com Shs (ANET) 0.1 $539k 4.4k 122.78
Colgate-Palmolive Company (CL) 0.1 $535k 6.3k 85.23
Pepsi (PEP) 0.1 $519k 3.3k 155.29
South Plains Financial (SPFI) 0.1 $510k 12k 41.90
Regions Financial Corporation (RF) 0.1 $503k 19k 26.12
Innovator Etfs Trust Innovator Us Eq (EALT) 0.1 $502k 15k 33.59
Astrazeneca Ord (AZN) 0.1 $500k 2.5k 197.22
Caterpillar (CAT) 0.1 $500k 705.00 708.46
British Amern Tob Sponsored Adr (BTI) 0.1 $491k 8.4k 58.47
Walt Disney Company (DIS) 0.1 $491k 5.1k 96.37
Tesla Motors (TSLA) 0.1 $489k 1.3k 371.75
Alcoa (AA) 0.1 $484k 7.3k 66.33
Fair Isaac Corporation (FICO) 0.1 $477k 447.00 1067.54
Pan American Silver Corp Can (PAAS) 0.1 $464k 8.5k 54.63
Bristol Myers Squibb (BMY) 0.1 $460k 7.6k 60.65
Fs Specialty Lending Com Sh Ben Int (FSSL) 0.1 $456k 37k 12.51
Tenet Healthcare Corp Com New (THC) 0.1 $456k 2.4k 188.71
Altria (MO) 0.1 $455k 6.9k 65.99
Microchip Technology (MCHP) 0.1 $452k 7.0k 64.61
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $449k 2.8k 161.73
Arrow Electronics (ARW) 0.1 $432k 3.0k 143.41
Las Vegas Sands (LVS) 0.1 $432k 8.0k 53.88
Thomson Reuters Corp. (TRI) 0.1 $430k 4.8k 89.98
Exelixis (EXEL) 0.1 $429k 10k 42.89
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $426k 18k 24.28
MPLX Com Unit Rep Ltd (MPLX) 0.1 $417k 7.3k 57.07
Uber Technologies (UBER) 0.1 $413k 5.7k 71.93
Constellation Energy (CEG) 0.1 $411k 1.5k 279.25
Select Sector Spdr Tr State Street Con (XLY) 0.0 $408k 3.7k 108.98
MetLife (MET) 0.0 $398k 5.6k 70.72
Cloudflare Cl A Com (NET) 0.0 $397k 1.9k 206.34
Tc Energy Corp (TRP) 0.0 $388k 6.2k 62.60
Regeneron Pharmaceuticals (REGN) 0.0 $386k 500.00 772.64
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $382k 3.2k 118.62
Dover Corporation (DOV) 0.0 $382k 1.8k 208.45
Innovator Etfs Trust Premium Inc 15 B (LOCT) 0.0 $382k 16k 23.56
Novo-nordisk A S Adr (NVO) 0.0 $381k 10k 36.75
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $380k 1.8k 213.67
Ftai Aviation SHS (FTAI) 0.0 $375k 1.5k 245.00
Verizon Communications (VZ) 0.0 $373k 7.4k 50.20
Symbotic Class A Com (SYM) 0.0 $372k 7.0k 53.20
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $366k 4.0k 92.04
Sanofi Sa Sponsored Adr (SNY) 0.0 $362k 7.5k 48.18
Canadian Pacific Kansas City (CP) 0.0 $357k 4.5k 78.66
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $356k 18k 19.30
Zacks Trust Earngs Constant (ZECP) 0.0 $356k 11k 33.83
Enterprise Products Partners (EPD) 0.0 $352k 9.3k 37.84
Carnival Corp Common Stock (CCL) 0.0 $350k 14k 25.88
Norwegian Cruise Line Hldgs SHS (NCLH) 0.0 $342k 18k 18.70
Abbott Laboratories (ABT) 0.0 $340k 3.3k 102.67
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $338k 2.3k 146.61
Rio Tinto Sponsored Adr (RIO) 0.0 $334k 3.6k 93.29
Boston Scientific Corporation (BSX) 0.0 $331k 5.3k 62.75
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $326k 15k 22.33
Edison International (EIX) 0.0 $312k 4.3k 73.18
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $307k 6.2k 49.37
Parker-Hannifin Corporation (PH) 0.0 $301k 336.00 895.24
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $298k 12k 25.10
Oneok (OKE) 0.0 $287k 3.2k 90.39
Coeur Mng Com New (CDE) 0.0 $283k 15k 18.77
Intel Corporation (INTC) 0.0 $279k 6.3k 44.13
Toast Cl A (TOST) 0.0 $275k 10k 26.51
Usa Compression Partners Com Unit Ltdpar (USAC) 0.0 $271k 10k 27.12
Equifax (EFX) 0.0 $270k 1.5k 180.07
EQT Corporation (EQT) 0.0 $267k 4.2k 63.64
Gabelli Equity Trust (GAB) 0.0 $264k 47k 5.60
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $259k 6.3k 41.17
Shell Spon Ads (SHEL) 0.0 $246k 2.6k 93.00
Okta Cl A (OKTA) 0.0 $244k 3.1k 78.71
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $236k 10k 23.65
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $235k 2.5k 93.86
Vici Pptys (VICI) 0.0 $235k 8.6k 27.32
Crowdstrike Hldgs Cl A (CRWD) 0.0 $234k 600.00 390.41
Annaly Capital Management In Com New (NLY) 0.0 $233k 11k 21.15
Vanguard World Inf Tech Etf (VGT) 0.0 $232k 332.00 698.66
Datadog Cl A Com (DDOG) 0.0 $232k 2.0k 118.05
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $230k 1.8k 124.31
Prosperity Bancshares (PB) 0.0 $229k 3.4k 67.18
Phillips 66 (PSX) 0.0 $228k 1.3k 182.18
Super Micro Computer Com New (SMCI) 0.0 $228k 10k 22.77
Dave Class A Com New (DAVE) 0.0 $226k 1.3k 174.09
Roblox Corp Cl A (RBLX) 0.0 $226k 4.0k 56.56
Guidewire Software (GWRE) 0.0 $226k 1.5k 149.56
Edwards Lifesciences (EW) 0.0 $223k 2.8k 80.08
Servicenow (NOW) 0.0 $223k 2.1k 104.55
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $221k 3.1k 71.13
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $220k 4.3k 50.81
Diamondback Energy (FANG) 0.0 $219k 1.1k 197.79
Ionq Inc Pipe (IONQ) 0.0 $216k 7.5k 28.83
Spdr Series Trust State Street Spd (TFI) 0.0 $211k 4.7k 45.34
Kimberly-Clark Corporation (KMB) 0.0 $209k 2.2k 96.47
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $209k 2.4k 88.46
Hims & Hers Health Com Cl A (HIMS) 0.0 $208k 10k 20.76
Emcor (EME) 0.0 $208k 281.00 738.31
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $203k 11k 18.52
Centene Corporation (CNC) 0.0 $201k 6.1k 32.74
Lyft Cl A Com (LYFT) 0.0 $200k 15k 13.30
Paysign (PAYS) 0.0 $173k 29k 5.90
Gabelli Equity Tr Right 04/14/2026 (GAB.R) 0.0 $329.910000 47k 0.01