Arista Wealth Management, LLC holds a focused book of 266 reported positions worth $926.7M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2024 would be +27% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Arista Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Arista Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
32% mapped to company sectors
+5 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Arista Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Swiss Re Ltd | 41 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Emerald Advisors, LLC | 29 / 80 | $660.3M |
| Hoey Investments, Inc | 48 / 80 | $628.7M |
| Marest Capital, LLC | 16 / 80 | $160.4M |
| Stuart Investment Advisors, Inc. | 10 / 80 | $195.8M |
| Integrated Financial Solutions, Inc. | 17 / 80 | $145.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Arista Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 266 | $926.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 30d | 253 | $821.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 40d | 248 | $813.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 37d | 271 | $803.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 29d | 249 | $722.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 65 | $412.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 67 | $417.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 30d | 71 | $416.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.