StockDrifts LogoStockDrifts

Arista Wealth Management, LLC

Portfolio Manager
Arista Wealth Management, LLC
Performance
-3.43% (2026 Q1)
AUM (13F)
$821.55M
# of Holdings
253
Performance Rank
Allocation (Top 20)
68.55%

Arista Wealth Management, LLC Holdings Map

Top 50 Arista Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAU
DIMENSIONAL ETF TRUST
11.36%2.07M$93.3M
-3.51%(-75.33K)
2025-Q1: 1.98M shares2025-Q2: 2.00M shares2025-Q3: 2.09M shares2025-Q4: 2.14M shares2026-Q1: 2.07M shares
$35.38(+44.02%)
2026-03-31
DFSV
DIMENSIONAL ETF TRUST
8.97%2.10M$73.7M
+1.17%(+24.27K)
2025-Q1: 1.78M shares2025-Q2: 1.85M shares2025-Q3: 1.97M shares2025-Q4: 2.08M shares2026-Q1: 2.10M shares
$28.79(+27.62%)
2026-03-31
VOOG
VANGUARD ADMIRAL FDS INC
8.93%180.0K$73.4M
-5.67%(-10.82K)
2025-Q1: 177.3K shares2025-Q2: 177.3K shares2025-Q3: 186.4K shares2025-Q4: 190.8K shares2026-Q1: 180.0K shares
$52.24(+57.98%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
5.94%590.1K$48.8M
+2.23%(+12.86K)
2025-Q1: 503.9K shares2025-Q2: 513.0K shares2025-Q3: 552.2K shares2025-Q4: 577.2K shares2026-Q1: 590.1K shares
$79.76(+3.51%)
2026-03-31
DFAI
DIMENSIONAL ETF TRUST
4.95%1.04M$40.7M
-3.88%(-42.13K)
2025-Q1: 1.01M shares2025-Q2: 1.05M shares2025-Q3: 1.07M shares2025-Q4: 1.09M shares2026-Q1: 1.04M shares
$29.04(+43.39%)
2026-03-31
VGSH
VANGUARD SCOTTSDALE FDS
4.24%595.6K$34.9M
+2.72%(+15.78K)
2025-Q1: 493.2K shares2025-Q2: 509.0K shares2025-Q3: 546.6K shares2025-Q4: 579.8K shares2026-Q1: 595.6K shares
$58.14(+0.22%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
3.24%447.5K$26.6M
+2.64%(+11.53K)
2025-Q1: 370.3K shares2025-Q2: 379.6K shares2025-Q3: 417.0K shares2025-Q4: 435.9K shares2026-Q1: 447.5K shares
$58.82(+0.27%)
2026-03-31
VUG
VANGUARD INDEX FDS
2.62%49.2K$21.5M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 49.2K shares2025-Q3: 49.2K shares2025-Q4: 49.2K shares2026-Q1: 49.2K shares
$67.40(+29.83%)
2026-03-31
DFAE
DIMENSIONAL ETF TRUST
2.54%616.1K$20.9M
-3.42%(-21.84K)
2025-Q1: 584.3K shares2025-Q2: 601.0K shares2025-Q3: 622.3K shares2025-Q4: 637.9K shares2026-Q1: 616.1K shares
$25.05(+58.69%)
2026-03-31
AAPL
APPLE INC
2.27%73.4K$18.6M
-0.94%(-700)
2025-Q1: 37.0K shares2025-Q2: 77.5K shares2025-Q3: 75.5K shares2025-Q4: 74.1K shares2026-Q1: 73.4K shares
$195.30(+53.03%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Arista Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all