Arista Wealth Management, LLC holds a focused book of 266 stocks worth $926.7M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Avantis All Eqty MRKTS ETF and trimmed Apple Inc. Their largest long position is Dimensional US Core Equity M at 12% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1964758/holdings"
Use Arkolith to show Arista Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US CORE EQT MKT | $108.8M | 2.10M | 11.7% | ▲+1.7% Added · +36K sh | |
| 2 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $87.1M | 1.05M | 9.4% | ▲+486% Added · +875K sh | |
| 3 | Dimensional ETF Trust US SMALL CAP ETF | $83.5M | 2.15M | 9.0% | ▲+2.3% Added · +48K sh | |
| 4 | Vanguard Scottsdale FDS INT-TERM CORP | $50.7M | 613.1K | 5.5% | ▲+3.9% Added · +23K sh | |
| 5 | Dimensional ETF Trust INTL CORE EQT MK | $44.4M | 1.08M | 4.8% | ▲+3.2% Added · +33K sh | |
| 6 | Vanguard Scottsdale FDS SHORT TERM TREAS | $35.7M | 614.2K | 3.9% | ▲+3.1% Added · +19K sh | |
| 7 | Vanguard Scottsdale FDS INTER TERM TREAS | $27.6M | 467.9K | 3.0% | ▲+4.6% Added · +20K sh | |
| 8 | Dimensional ETF Trust EMGR CRE EQT MNG | $25.7M | 638.2K | 2.8% | ▲+3.6% Added · +22K sh | |
| 9 | Vanguard Index FDS GROWTH ETF | $25.4M | 295.2K | 2.7% | ▲+500% Added · +246K sh | |
| 10 | Apple Inc COM | $20.7M | 71.5K | 2.2% | ▼−2.5% Reduced · −2K sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $19.8M | 26.6K | 2.1% | ▼−0.2% Reduced · −46 sh | |
| 12 | Vanguard Index FDS S&P 500 ETF SHS | $19.5M | 28.4K | 2.1% | ▼−2.1% Reduced · −616 sh | |
| 13 | Schwab Strategic TR US LCAP GR ETF | $15.6M | 460.2K | 1.7% | ▲+43% Added · +139K sh | |
| 14 | JPMorgan Chase & Co COM | $13.2M | 40.5K | 1.4% | ▲+0.1% Added · +50 sh | |
| 15 | Nvidia Corporation COM | $12.8M | 64.1K | 1.4% | ▲+4.0% Added · +2K sh | |
| 16 | Amazon Com Inc COM | $10.6M | 44.5K | 1.1% | ▼−0.7% Reduced · −330 sh | |
| 17 | Broadcom Inc COM | $10.5M | 27.9K | 1.1% | ▼−3.4% Reduced · −994 sh | |
| 18 | Dimensional ETF Trust US COR EQU 2 ETF | $10.4M | 233.5K | 1.1% | ▲~0% Added · +11 sh | |
| 19 | Microsoft Corp COM | $9.3M | 24.9K | 1.0% | ▲+4.4% Added · +1K sh | |
| 20 | Gbank Finl Hldgs Inc COM | $9.0M | 295.3K | 1.0% | —Held | |
| 21 | Alphabet Inc CAP STK CL A | $8.4M | 23.5K | 0.9% | ▼−7.6% Reduced · −2K sh | |
| 22 | Dimensional ETF Trust US EQUI MARK ETF | $8.0M | 97.2K | 0.9% | ▼−2.2% Reduced · −2K sh | |
| 23 | Eli Lilly & Co COM | $7.0M | 5.9K | 0.8% | ▲+1.0% Added · +58 sh | |
| 24 | Costco Wholesale Corporation COM | $7.0M | 7.5K | 0.8% | ▲+0.7% Added · +54 sh | |
| 25 | Lam Research Corp COM NEW | $7.0M | 16.1K | 0.8% | ▲+18% Added · +2K sh | |
| 26 | Vanguard Index FDS TOTAL STK MKT | $6.6M | 17.9K | 0.7% | ▼−0.1% Reduced · −12 sh | |
| 27 | Ishares TR CORE S&P500 ETF | $6.3M | 8.4K | 0.7% | ▼−1.0% Reduced · −86 sh | |
| 28 | Vanguard Star FDS VG TL INTL STK F | $5.9M | 69.2K | 0.6% | ▼−0.5% Reduced · −334 sh | |
| 29 | Exxon Mobil Corp COM | $5.1M | 37.5K | 0.6% | ▲+13% Added · +4K sh | |
| 30 | Meta Platforms Inc CL A | $4.3M | 7.6K | 0.5% | ▲+0.7% Added · +56 sh | |
| 31 | RTX Corporation COM | $4.1M | 21.7K | 0.4% | ▲+2.0% Added · +423 sh | |
| 32 | Ishares TR CORE MSCI EURO | $3.8M | 50.7K | 0.4% | —Held | |
| 33 | American Express Co COM | $3.8M | 11.1K | 0.4% | ▲+4.5% Added · +480 sh | |
| 34 | Dimensional ETF Trust WORLD EX US CORE | $3.6M | 98.9K | 0.4% | ▲+3.6% Added · +3K sh | |
| 35 | Micron Technology Inc COM | $3.5M | 3.0K | 0.4% | ▼−27% Reduced · −1K sh | |
| 36 | Coca Cola Co COM | $3.1M | 38.2K | 0.3% | ▼−0.3% Reduced · −102 sh | |
| 37 | SPDR Series Trust ST STR P500ETF | $3.1M | 35.3K | 0.3% | —Held | |
| 38 | Cisco Sys Inc COM | $3.0M | 25.7K | 0.3% | ▼−0.9% Reduced · −237 sh | |
| 39 | Ishares TR CORE US AGGBD ET | $3.0M | 30.3K | 0.3% | ▲+0.9% Added · +269 sh | |
| 40 | Abbvie Inc COM | $3.0M | 11.8K | 0.3% | ▲+2.7% Added · +316 sh | |
| 41 | Cadence Design System Inc COM | $2.9M | 7.8K | 0.3% | ▼−15% Reduced · −1K sh | |
| 42 | Vanguard Index FDS SM CP VAL ETF | $2.9M | 11.8K | 0.3% | ▼~0% Reduced · −3 sh | |
| 43 | Advanced Micro Devices Inc COM | $2.7M | 4.6K | 0.3% | ▼−36% Reduced · −3K sh | |
| 44 | Visa Inc COM CL A | $2.7M | 7.8K | 0.3% | ▲+2.5% Added · +190 sh | |
| 45 | Automatic Data Processing In COM | $2.6M | 11.7K | 0.3% | —Held | |
| 46 | BlackRock Inc COM | $2.6M | 2.7K | 0.3% | ▼−0.3% Reduced · −7 sh | |
| 47 | Johnson & Johnson COM | $2.5M | 9.7K | 0.3% | ▲+2.1% Added · +200 sh | |
| 48 | CSX Corp COM | $2.4M | 50.9K | 0.3% | ▲+0.4% Added · +207 sh | |
| 49 | NextEra Energy Inc COM | $2.4M | 27.1K | 0.3% | —Held | |
| 50 | Ford MTR Co COM | $2.4M | 169.7K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 266 | $926.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 253 | $821.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 248 | $813.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 271 | $803.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 249 | $722.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 65 | $412.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 67 | $417.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 71 | $416.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.