Arista Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Arista Wealth Management, LLC held in its portfolio 247 assets valued at $813,227,060 (i.e. $813.23M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($100.35M), VANGUARD ADMIRAL FDS INC ($84.82M), and DIMENSIONAL ETF TRUST ($68.38M).
The chart below shows the top 10 valuable assets, and the table below shows the top 247 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Arista Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2144139 | 100345722 | US CORE EQT MKT |
| VANGUARD ADMIRAL FDS INC | 190784 | 84820608 | 500 GRTH IDX F |
| DIMENSIONAL ETF TRUST | 2079167 | 68383799 | US SMALL CAP VAL |
| VANGUARD SCOTTSDALE FDS | 577207 | 48341082 | INT-TERM CORP |
| DIMENSIONAL ETF TRUST | 1086178 | 41394250 | INTL CORE EQT MK |
| VANGUARD SCOTTSDALE FDS | 579828 | 34053303 | SHORT TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 435926 | 26125075 | INTER TERM TREAS |
| VANGUARD INDEX FDS | 49193 | 23999297 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 637918 | 20776987 | EMGR CRE EQT MNG |
| APPLE INC | 74078 | 20138873 | COM |
| VANGUARD INDEX FDS | 30453 | 19097920 | S&P 500 ETF SHS |
| SPDR S&P 500 ETF TR | 26585 | 18128843 | TR UNIT |
| JPMORGAN CHASE & CO. | 38622 | 12444781 | COM |
| NVIDIA CORPORATION | 63481 | 11839207 | COM |
| MICROSOFT CORP | 22854 | 11052819 | COM |
| GBANK FINL HLDGS INC | 295296 | 10007581 | COM |
| BROADCOM INC | 26769 | 9264751 | COM |
| DIMENSIONAL ETF TRUST | 233846 | 9257970 | US CORE EQUITY 2 |
| AMAZON COM INC | 39790 | 9184367 | COM |
| ALPHABET INC | 24359 | 7624367 | CAP STK CL A |
| ELI LILLY & CO | 5754 | 6183709 | COM |
| VANGUARD INDEX FDS | 17868 | 5990765 | TOTAL STK MKT |
| ISHARES TR | 8383 | 5741951 | CORE S&P500 ETF |
| VANGUARD STAR FDS | 70807 | 5341689 | VG TL INTL STK F |
| COSTCO WHSL CORP NEW | 6049 | 5216014 | COM |
| EXXON MOBIL CORP | 32919 | 3961481 | COM |
| AMERICAN EXPRESS CO | 10672 | 3948201 | COM |
| RTX CORPORATION | 20883 | 3829942 | COM |
| ISHARES TR | 50665 | 3596202 | CORE MSCI EURO |
| GOLDMAN SACHS GROUP INC | 3811 | 3349921 | COM |
| META PLATFORMS INC | 4974 | 3283078 | CL A |
| SPDR SERIES TRUST | 41887 | 3199289 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 92854 | 3039111 | WORLD EX US CORE |
| AUTOMATIC DATA PROCESSING IN | 11727 | 3016492 | COM |
| BLACKROCK INC | 2726 | 2917747 | COM |
| ISHARES TR | 29173 | 2913799 | CORE US AGGBD ET |
| CADENCE DESIGN SYSTEM INC | 9165 | 2864796 | COM |
| LAM RESEARCH CORP | 16394 | 2806325 | COM NEW |
| COCA COLA CO | 39419 | 2755764 | COM |
| VISA INC | 7589 | 2661538 | COM CL A |
| VANGUARD INDEX FDS | 12445 | 2635719 | SM CP VAL ETF |
| ABBVIE INC | 11416 | 2608435 | COM |
| NORTHROP GRUMMAN CORP | 4213 | 2402295 | COM |
| GROUP 1 AUTOMOTIVE INC | 6070 | 2387331 | COM |
| JOHNSON & JOHNSON | 10970 | 2270242 | COM |
| FORD MTR CO | 169675 | 2226136 | COM |
| NEXTERA ENERGY INC | 27116 | 2176872 | COM |
| LOCKHEED MARTIN CORP | 4462 | 2158136 | COM |
| ALPHABET INC | 6595 | 2069434 | CAP STK CL C |
| CISCO SYS INC | 25774 | 1985371 | COM |
| ISHARES TR | 36839 | 1907155 | USD INV GRDE ETF |
| WALMART INC | 16606 | 1850050 | COM |
| DIMENSIONAL ETF TRUST | 43088 | 1833822 | CORE FIXED INCOM |
| CSX CORP | 50541 | 1832101 | COM |
| FIRST TR EXCHANGE-TRADED FD | 46314 | 1774752 | SMID RISNG ETF |
| DIMENSIONAL ETF TRUST | 23840 | 1768213 | US EQUITY MARKET |
| ISHARES TR | 20574 | 1696944 | CORE MSCI INTL |
| ISHARES TR | 16038 | 1695056 | EXPANDED TECH |
| ISHARES TR | 53996 | 1671716 | PFD AND INCM SEC |
| SCHWAB STRATEGIC TR | 50491 | 1647016 | US LCAP GR ETF |
| THERMO FISHER SCIENTIFIC INC | 2841 | 1646217 | COM |
| UNITED RENTALS INC | 1979 | 1601644 | COM |
| PHILIP MORRIS INTL INC | 9488 | 1521875 | COM |
| PFIZER INC | 61060 | 1520394 | COM |
| ISHARES TR | 17879 | 1513301 | CORE MSCI TOTAL |
| PROCTER AND GAMBLE CO | 10400 | 1490424 | COM |
| CHUBB LIMITED | 4771 | 1489125 | COM |
| MCDONALDS CORP | 4838 | 1478638 | COM |
| ZIM INTEGRATED SHIPPING SERV | 69100 | 1466993 | SHS |
| SALESFORCE INC | 5522 | 1462833 | COM |
| CHEVRON CORP NEW | 9569 | 1458427 | COM |
| ISHARES TR | 3076 | 1455871 | RUS 1000 GRW ETF |
| HOME DEPOT INC | 4084 | 1405304 | COM |
| CONOCOPHILLIPS | 14717 | 1377658 | COM |
| FIRST TR EXCHANGE TRADED FD | 13822 | 1358980 | RBA INDL ETF |
| ISHARES INC | 16541 | 1335520 | MSCI JAPAN ETF |
| HILTON WORLDWIDE HLDGS INC | 4630 | 1329968 | COM |
| WELLS FARGO CO NEW | 13790 | 1285247 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2545 | 1279158 | CL B NEW |
| TESLA INC | 2829 | 1272258 | COM |
| INTERCONTINENTAL EXCHANGE IN | 7438 | 1204658 | COM |
| CAPITAL ONE FINL CORP | 4828 | 1170114 | COM |
| INTUITIVE SURGICAL INC | 1993 | 1128755 | COM NEW |
| TAKE-TWO INTERACTIVE SOFTWAR | 4392 | 1124484 | COM |
| WABTEC | 5266 | 1124027 | COM |
| DELL TECHNOLOGIES INC | 8691 | 1093991 | CL C |
| APPLIED INDL TECHNOLOGIES IN | 4254 | 1092197 | COM |
| HONEYWELL INTL INC | 5510 | 1074946 | COM |
| INNOVATOR ETFS TRUST | 30095 | 1062053 | INNOVATOR US EQ |
| GENERAL MTRS CO | 13004 | 1057485 | COM |
| MICRON TECHNOLOGY INC | 3443 | 982667 | COM |
| GILEAD SCIENCES INC | 7857 | 964368 | COM |
| WILLIAMS COS INC | 15883 | 954727 | COM |
| ANALOG DEVICES INC | 3485 | 945132 | COM |
| VALERO ENERGY CORP | 5562 | 905438 | COM |
| ISHARES TR | 4804 | 870533 | RUS 2000 VAL ETF |
| SELECT SECTOR SPDR TR | 18922 | 858113 | STATE STREET MAT |
| ORACLE CORP | 4397 | 857019 | COM |
| ISHARES TR | 5744 | 854075 | CORE S&P TTL STK |
| VANGUARD INDEX FDS | 3298 | 850693 | SMALL CP ETF |
| MORGAN STANLEY | 4756 | 844333 | COM NEW |
| ADOBE INC | 2412 | 844176 | COM |
| PAYCHEX INC | 7464 | 837312 | COM |
| SELECT SECTOR SPDR TR | 5814 | 837042 | STATE STREET TEC |
| CORTEVA INC | 12005 | 804695 | COM |
| VANGUARD INDEX FDS | 2546 | 801481 | LARGE CAP ETF |
| UNITED PARCEL SERVICE INC | 8063 | 799769 | CL B |
| ENTERGY CORP NEW | 8584 | 793419 | COM |
| AMERICAN CENTY ETF TR | 6993 | 781715 | US EQT ETF |
| VANGUARD SCOTTSDALE FDS | 6366 | 775061 | VNG RUS1000GRW |
| INNOVATOR ETFS TRUST | 31401 | 774006 | PREM INCM 30 BAR |
| SCHWAB STRATEGIC TR | 25040 | 752953 | US MID-CAP ETF |
| DANAHER CORPORATION | 3263 | 746966 | COM |
| CATERPILLAR INC | 1283 | 734992 | COM |
| IRON MTN INC DEL | 8845 | 733719 | COM |
| MERCK & CO INC | 6530 | 687305 | COM |
| ISHARES INC | 10097 | 678720 | CORE MSCI EMKT |
| AMERICAN INTL GROUP INC | 7532 | 644363 | COM NEW |
| GENERAL DYNAMICS CORP | 1899 | 639279 | COM |
| MARVELL TECHNOLOGY INC | 7500 | 637350 | COM |
| PALO ALTO NETWORKS INC | 3432 | 632174 | COM |
| THOMSON REUTERS CORP | 4780 | 630434 | COM |
| YUM BRANDS INC | 4110 | 621761 | COM |
| DIGITAL RLTY TR INC | 3958 | 612342 | COM |
| NXP SEMICONDUCTORS N V | 2809 | 609722 | COM |
| INTEL CORP | 16289 | 601064 | COM |
| AMERICAN ELEC PWR CO INC | 5173 | 596499 | COM |
| ING GROEP N.V. | 21091 | 590548 | SPONSORED ADR |
| DIMENSIONAL ETF TRUST | 9636 | 573727 | US TARGETED VLU |
| KINDER MORGAN INC DEL | 20818 | 572287 | COM |
| QUALCOMM INC | 3292 | 563097 | COM |
| EQT CORP | 10171 | 545166 | COM |
| VANGUARD INTL EQUITY INDEX F | 9850 | 529538 | FTSE EMR MKT ETF |
| REGIONS FINANCIAL CORP NEW | 19251 | 521702 | COM |
| CONSTELLATION ENERGY CORP | 1472 | 520013 | COM |
| FS SPECIALTY LENDING FD | 36483 | 515867 | COM SH BEN INT |
| COLGATE PALMOLIVE CO | 6280 | 496246 | COM |
| TD SYNNEX CORPORATION | 3288 | 493956 | COM |
| PRIMO BRANDS CORPORATION | 29728 | 486046 | CLASS A COM SHS |
| PHILLIPS 66 | 3753 | 484287 | COM |
| TENET HEALTHCARE CORP | 2424 | 481697 | COM NEW |
| BRITISH AMERN TOB PLC | 8400 | 475608 | SPONSORED ADR |
| SOUTH PLAINS FINANCIAL INC | 12172 | 472274 | COM |
| PEPSICO INC | 3252 | 466727 | COM |
| UBER TECHNOLOGIES INC | 5709 | 466482 | COM |
| ASTRAZENECA PLC | 5073 | 466361 | SPONSORED ADR |
| AMERICAN CENTY ETF TR | 4518 | 460783 | US SML CP VALU |
| CURTISS WRIGHT CORP | 813 | 448183 | COM |
| SELECT SECTOR SPDR TR | 3740 | 446593 | STATE STREET CON |
| AT&T INC | 17784 | 441755 | COM |
| METLIFE INC | 5514 | 435277 | COM |
| ABBOTT LABS | 3457 | 433128 | COM |
| WESTERN DIGITAL CORP | 2506 | 431709 | COM |
| SELECT SECTOR SPDR TR | 2777 | 430768 | STATE STREET IND |
| CARNIVAL CORP | 13544 | 413634 | UNIT 99/99/9999 |
| NORWEGIAN CRUISE LINE HLDG L | 18300 | 408456 | SHS |
| BRISTOL-MYERS SQUIBB CO | 7463 | 402554 | COM |
| ADVANCED MICRO DEVICES INC | 1859 | 398123 | COM |
| UNITEDHEALTH GROUP INC | 1204 | 397303 | COM |
| HALLIBURTON CO | 14000 | 395640 | COM |
| ALTRIA GROUP INC | 6846 | 394740 | COM |
| MPLX LP | 7306 | 389921 | COM UNIT REP LTD |
| INNOVATOR ETFS TRUST | 16224 | 387267 | PREMIUM INC 15 B |
| APPLOVIN CORP | 567 | 382056 | COM CL A |
| SUPER MICRO COMPUTER INC | 13000 | 380510 | COM NEW |
| CLOUDFLARE INC | 1923 | 379119 | CL A COM |
| ON SEMICONDUCTOR CORP | 7000 | 379050 | COM |
| ISHARES TR | 1780 | 374405 | RUS 1000 VAL ETF |
| GUIDEWIRE SOFTWARE INC | 1845 | 370863 | COM |
| TOAST INC | 10331 | 366854 | CL A |
| SANOFI SA | 7520 | 364419 | SPONSORED ADR |
| IONQ INC | 8043 | 360889 | COM |
| ZACKS TRUST | 10373 | 360565 | EARNGS CONSTANT |
| CREDO TECHNOLOGY GROUP HOLDI | 2503 | 360129 | ORDINARY SHARES |
| CITIGROUP INC | 3085 | 359989 | COM NEW |
| DOVER CORP | 1834 | 358070 | COM |
| SELECT SECTOR SPDR TR | 2303 | 356504 | STATE STREET HEA |
| BOSTON SCIENTIFIC CORP | 3722 | 354893 | COM |
| ADVANCE AUTO PARTS INC | 9010 | 354093 | COM |
| DOW INC | 15000 | 350700 | COM |
| VERTIV HOLDINGS CO | 2146 | 347673 | COM CL A |
| COMMERCIAL METALS CO | 5000 | 346100 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1138 | 345827 | SPONSORED ADS |
| TC ENERGY CORP | 6200 | 341062 | COM |
| SELECT SECTOR SPDR TR | 6224 | 340888 | STATE STREET FIN |
| PLAINS GP HLDGS L P | 17562 | 336137 | LTD PARTNR INT A |
| CANADIAN PACIFIC KANSAS CITY | 4540 | 334280 | COM |
| WAYFAIR INC | 3300 | 331353 | CL A |
| SEAGATE TECHNOLOGY HLDNGS PL | 1200 | 330468 | ORD SHS |
| DELTA AIR LINES INC DEL | 4744 | 329234 | COM NEW |
| EQUIFAX INC | 1500 | 325470 | COM |
| HIMS & HERS HEALTH INC | 10000 | 324700 | COM CL A |
| ROBLOX CORP | 4000 | 324120 | CL A |
| INTERACTIVE BROKERS GROUP IN | 5000 | 321550 | COM CL A |
| NRG ENERGY INC | 2000 | 318480 | COM NEW |
| APPLIED MATLS INC | 1237 | 317897 | COM |
| CHARTER COMMUNICATIONS INC N | 1500 | 313125 | CL A |
| DEVON ENERGY CORP NEW | 8500 | 311355 | COM |
| SERVICENOW INC | 2030 | 310976 | COM |
| AGNICO EAGLE MINES LTD | 1800 | 305154 | COM |
| BARRICK MNG CORP | 7000 | 304850 | COM SHS |
| ENERGY TRANSFER L P | 18437 | 304026 | COM UT LTD PTN |
| FTAI AVIATION LTD | 1530 | 301181 | SHS |
| SCHWAB STRATEGIC TR | 11454 | 300438 | US BRD MKT ETF |
| AFFIRM HLDGS INC | 4018 | 299060 | COM CL A |
| ENTERPRISE PRODS PARTNERS L | 9300 | 298158 | COM |
| CROWDSTRIKE HLDGS INC | 633 | 296695 | CL A |
| VERIZON COMMUNICATIONS INC | 7238 | 294804 | COM |
| GABELLI EQUITY TR INC | 47128 | 290783 | COM |
| LYFT INC | 15000 | 290550 | CL A COM |
| DAVE INC | 1300 | 287833 | CLASS A COM NEW |
| RIO TINTO PLC | 3577 | 286267 | SPONSORED ADR |
| KINROSS GOLD CORP | 10000 | 281600 | COM |
| PARKER-HANNIFIN CORP | 313 | 275114 | COM |
| DOCUSIGN INC | 3913 | 267649 | COM |
| DATADOG INC | 1964 | 267084 | CL A COM |
| OKTA INC | 3079 | 266241 | CL A |
| PLAINS ALL AMERN PIPELINE L | 14600 | 262216 | UNIT LTD PARTN |
| D-WAVE QUANTUM INC | 10000 | 261500 | COM |
| TEXAS INSTRS INC | 1500 | 260235 | COM |
| EDISON INTL | 4261 | 255747 | COM |
| CENOVUS ENERGY INC | 15000 | 253800 | COM |
| CENTENE CORP DEL | 6137 | 252538 | COM |
| VANGUARD WORLD FD | 332 | 250593 | INF TECH ETF |
| WESTERN MIDSTREAM PARTNERS L | 6300 | 248850 | COM UNIT LP INT |
| ANNALY CAPITAL MANAGEMENT IN | 11000 | 245960 | COM NEW |
| APA CORPORATION | 10000 | 244600 | COM |
| VICI PPTYS INC | 8619 | 242366 | COM |
| EDWARDS LIFESCIENCES CORP | 2790 | 237848 | COM |
| ONEOK INC NEW | 3175 | 233363 | COM |
| DIMENSIONAL ETF TRUST | 10117 | 231691 | US REAL ESTATE E |
| USA COMPRESSION PARTNERS LP | 10000 | 230000 | COM UNIT LTDPAR |
| JABIL INC | 1000 | 228020 | COM |
| THE TRADE DESK INC | 6000 | 227760 | COM CL A |
| ISHARES TR | 1848 | 222093 | CORE S&P SCP ETF |
| RIGETTI COMPUTING INC | 10000 | 221500 | COMMON STOCK |
| KIMBERLY-CLARK CORP | 2169 | 218830 | COM |
| DIMENSIONAL ETF TRUST | 3109 | 216604 | US SMALL CAP ETF |
| VANGUARD WHITEHALL FDS | 2364 | 216188 | INTL DVD ETF |
| BOEING CO | 992 | 215383 | COM |
| FIDELITY COMWLTH TR | 2336 | 213492 | NASDAQ COMPSIT |
| WISDOMTREE TR | 4500 | 208305 | INDIA ERNGS FD |
| GLOBAL X FDS | 4330 | 206931 | US INFR DEV ETF |
| QUANTUM COMPUTING INC | 20000 | 205200 | COM |
| SKYWEST INC | 2000 | 200820 | COM |
| TAKEDA PHARMACEUTICAL CO LTD | 10961 | 170882 | SPONSORED ADS |
| PAYSIGN INC | 29285 | 150818 | COM |
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