StockDriftsStockDriftsTop 50 Arista Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 11.74% | 2.10M | $108.8M | +1.74%(+35.98K) | $35.59(+50.92%) | 2026-06-30 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 9.4% | 1.05M | $87.1M | -2.33%(-25.19K) | $52.24(+61.00%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 9.01% | 2.15M | $83.5M | +2.31%(+48.49K) | $28.96(+40.35%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.47% | 613.1K | $50.7M | +3.91%(+23.08K) | $79.86(+1.61%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.79% | 1.08M | $44.4M | +3.17%(+33.09K) | $29.36(+47.63%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.86% | 614.2K | $35.7M | +3.12%(+18.57K) | $58.15(+0.00%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.98% | 467.9K | $27.6M | +4.56%(+20.40K) | $58.84(-0.78%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.77% | 638.2K | $25.7M | +3.59%(+22.10K) | $25.44(+54.69%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.74% | 295.2K | $25.4M | +0.00%(+0) | $67.40(+32.31%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.23% | 71.5K | $20.7M | -2.50%(-1.84K) | $195.30(+56.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.14% | +44.84% | — | — | +52.76% |
| Top 20 Holdings Unweighted | +13.90% | +47.78% | — | — | +59.04% |
Arista Wealth Management, LLC reports $926.66M in US-listed equity holdings across 266 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (11.7%), VOOG (9.4%) and DFSV (9.0%). The top 20 holdings account for 69.11% of reported assets. Its disclosed equity book has returned +44.84% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Arista Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1964758). View Arista Wealth Management, LLC’s 13F filings on SEC