Institutional Manager · CIK 0001964758
Arista Wealth Management, LLC
Las Vegas, NV · File #028-22926
Latest AUM
$813.2M
Positions
248
Top-10 Concentration
68.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025248 pos · $813.2M
- 13F HOLDINGS REPORTQ/E Sep 2025271 pos · $803.8M
- 13F HOLDINGS REPORTQ/E Jun 2025249 pos · $722.9M
- 13F HOLDINGS REPORTQ/E Mar 202565 pos · $412.6M
- 13F HOLDINGS REPORTQ/E Dec 202467 pos · $417.1M
- 13F HOLDINGS REPORTQ/E Sep 202471 pos · $416.4M
- 13F HOLDINGS REPORTQ/E Jun 202465 pos · $380.1M
- 13F HOLDINGS REPORTQ/E Mar 202435 pos · $130.9M
- 13F HOLDINGS REPORTQ/E Dec 202351 pos · $255.4M
- 13F HOLDINGS REPORTQ/E Sep 202362 pos · $240.6M
- 13F HOLDINGS REPORTQ/E Jun 202362 pos · $183.3M
- 13F HOLDINGS REPORTQ/E Mar 202364 pos · $158.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V104 | 2,144,139 | $100.3M | 14.64% |
| 2 | VANGUARD ADMIRAL FDS INC | 921932505 | 190,784 | $84.8M | 12.37% |
| 3 | DIMENSIONAL ETF TRUST | 25434V815 | 2,079,167 | $68.4M | 9.97% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C870 | 577,207 | $48.3M | 7.05% |
| 5 | DIMENSIONAL ETF TRUST | 25434V203 | 1,086,178 | $41.4M | 6.04% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C102 | 579,828 | $34.1M | 4.97% |
| 7 | VANGUARD SCOTTSDALE FDS | 92206C706 | 435,926 | $26.1M | 3.81% |
| 8 | VANGUARD INDEX FDS | 922908736 | 49,193 | $24.0M | 3.50% |
| 9 | DIMENSIONAL ETF TRUST | 25434V302 | 637,918 | $20.8M | 3.03% |
| 10 | APPLE INC | AAPL | 74,078 | $20.1M | 2.94% |
| 11 | VANGUARD INDEX FDS | 922908363 | 30,453 | $19.1M | 2.79% |
| 12 | SPDR S&P 500 ETF TR | SPY | 26,585 | $18.1M | 2.64% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 38,622 | $12.4M | 1.82% |
| 14 | NVIDIA CORPORATION | NVDA | 63,481 | $11.8M | 1.73% |
| 15 | MICROSOFT CORP | MSFT | 22,854 | $11.1M | 1.61% |
| 16 | GBANK FINL HLDGS INC | 36166F100 | 295,296 | $10.0M | 1.46% |
| 17 | BROADCOM INC | AVGO | 26,769 | $9.3M | 1.35% |
| 18 | DIMENSIONAL ETF TRUST | 25434V708 | 233,846 | $9.3M | 1.35% |
| 19 | AMAZON COM INC | AMZN | 39,790 | $9.2M | 1.34% |
| 20 | ALPHABET INC | GOOG | 24,359 | $7.6M | 1.11% |