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Arista Wealth Management, LLC
Updated 7 days agoManaged by Arista Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$934.6M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $803.8M |
| Q4 2025 | $813.2M |
| Q1 2026 | $821.5M |
| Q2 2026 | $926.7M |
| Q3 2026 | $934.6M |
Top holdings
265 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $113.6M | 2.17M | 12.15% | — |
| 2 | $88.5M | 1.04M | 9.47% | — | |
| 3 | ? N/A DFA INVT DIMENSIONS GROUP IN | $78.7M | 2.10M | 8.42% | — |
| 4 | $49.6M | 632.8K | 5.30% | — | |
| 5 | $45.1M | 1.09M | 4.83% | — | |
| 6 | $36.2M | 628.6K | 3.87% | — | |
| 7 | $27.6M | 486.3K | 2.95% | — | |
| 8 | $26.6M | 295.2K | 2.85% | — | |
| 9 | $25.5M | 648.1K | 2.73% | — | |
| 10 | $24.1M | 72.3K | 2.58% | — | |
| 11 | $20.2M | 26.4K | 2.16% | — | |
| 12 | $20.1M | 559.0K | 2.15% | — | |
| 13 | $19.9M | 28.4K | 2.13% | — | |
| 14 | $14.7M | 64.2K | 1.57% | — | |
| 15 | $13.1M | 39.6K | 1.40% | — | |
| 16 | $12.4M | 24.2K | 1.33% | — | |
| 17 | $11.3M | 45.5K | 1.21% | — | |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $10.4M | 233.5K | 1.11% | — |
| 19 | $9.8M | 27.9K | 1.05% | — | |
| 20 | $8.2M | 23.8K | 0.88% | — |