Funds › Arista Wealth Management, LLC
Arista Wealth Management, LLC
13F for Q3 2026, filed Oct 29, 2026. 265 positions worth $934.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 29, 2026
Reported value
$934.6M
+$8.0M (0.9%) vs Q2 2026
Positions
265
266 in Q2 2026
Top 10 share
55.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust Us Core Eqt Mkt | 2.17M | $113.6M | 12.1% | +3.0% | 13F ↗ |
| 2 | Vanguard Admiral Fds Inc 500 Grth Idx F | 1.04M | $88.5M | 9.5% | -1.8% | 13F ↗ |
| 3 | Dfa Invt Dimensions Group In U.S. Sml Cp Val | 2.10M | $78.7M | 8.4% | New | 13F ↗ |
| 4 | Vanguard Scottsdale Fds INT-TERM Corp | 632,752 | $49.6M | 5.3% | +3.2% | 13F ↗ |
| 5 | Dimensional ETF Trust Intl Core Eqt Mk | 1.09M | $45.1M | 4.8% | +1.1% | 13F ↗ |
| 6 | Vanguard Scottsdale Fds Short Term Treas | 628,647 | $36.2M | 3.9% | +2.4% | 13F ↗ |
| 7 | Vanguard Scottsdale Fds Inter Term Treas | 486,267 | $27.6M | 2.9% | +3.9% | 13F ↗ |
| 8 | Vanguard Index Fds Mrngstr Grwt Etf | 295,158 | $26.6M | 2.8% | Unchanged | 13F ↗ |
| 9 | Dimensional ETF Trust Emgr Cre Eqt Mng | 648,061 | $25.5M | 2.7% | +1.5% | 13F ↗ |
| 10 | AAPL Apple Inc. | 72,278 | $24.1M | 2.6% | +1.0% | 13F ↗ |
| 11 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 26,438 | $20.2M | 2.2% | -0.4% | 13F ↗ |
| 12 | Schwab Strategic Tr Us Lcap Gr Etf | 558,958 | $20.1M | 2.1% | +21.5% | 13F ↗ |
| 13 | Vanguard Index Fds S&P 500 Etf Shs | 28,367 | $19.9M | 2.1% | -0.2% | 13F ↗ |
| 14 | NVDA NVIDIA Corporation | 64,227 | $14.7M | 1.6% | +0.1% | 13F ↗ |
| 15 | JPM JPMorgan Chase & Co. | 39,592 | $13.1M | 1.4% | -2.2% | 13F ↗ |
| 16 | MSFT Microsoft Corporation | 24,220 | $12.4M | 1.3% | -2.8% | 13F ↗ |
| 17 | AMZN Amazon.com, Inc. | 45,467 | $11.3M | 1.2% | +2.2% | 13F ↗ |
| 18 | Dimensional ETF Trust Us Cor Equ 2 Etf | 233,546 | $10.4M | 1.1% | Unchanged | 13F ↗ |
| 19 | AVGO Broadcom Inc. | 27,933 | $9.8M | 1.0% | +0.1% | 13F ↗ |
| 20 | GOOGL Alphabet Inc. Class A | 23,841 | $8.2M | 0.9% | +1.3% | 13F ↗ |
| 21 | Dimensional ETF Trust Us Equi Mark Etf | 91,956 | $7.6M | 0.8% | -5.4% | 13F ↗ |
| 22 | COST Costco Wholesale Corporation | 7,658 | $7.0M | 0.7% | +2.0% | 13F ↗ |
| 23 | American Centy ETF Tr Us Sml Cp Valu | 57,255 | $6.7M | 0.7% | +860% | 13F ↗ |
| 24 | Vanguard Index Fds Mrngstr Ttl Stk | 17,713 | $6.6M | 0.7% | -0.8% | 13F ↗ |
| 25 | LLY Eli Lilly and Company | 5,570 | $6.4M | 0.7% | -4.9% | 13F ↗ |
| 26 | iShares Tr Core S&P500 Etf | 8,360 | $6.4M | 0.7% | Unchanged | 13F ↗ |
| 27 | Vanguard Star Fds | 68,036 | $5.8M | 0.6% | -1.7% | 13F ↗ |
| 28 | XOM ExxonMobil Holdings Corporation | 35,360 | $5.8M | 0.6% | New | 13F ↗ |
| 29 | GBFH GBank Financial Holdings Inc. | 295,296 | $5.4M | 0.6% | Unchanged | 13F ↗ |
| 30 | LRCX Lam Research Corporation | 16,084 | $5.3M | 0.6% | +0.1% | 13F ↗ |
| 31 | META Meta Platforms, Inc. | 6,583 | $4.8M | 0.5% | -13.7% | 13F ↗ |
| 32 | RTX RTX Corporation | 21,763 | $4.0M | 0.4% | +0.3% | 13F ↗ |
| 33 | MU Micron Technology, Inc. | 3,756 | $4.0M | 0.4% | +25.7% | 13F ↗ |
| 34 | Dimensional ETF Trust World Ex Us Core | 101,610 | $3.8M | 0.4% | +2.7% | 13F ↗ |
| 35 | iShares Tr Core Msci Euro | 50,731 | $3.7M | 0.4% | +0.1% | 13F ↗ |
| 36 | AXP American Express Company | 11,434 | $3.5M | 0.4% | +3.0% | 13F ↗ |
| 37 | KO Coca-Cola Company | 38,383 | $3.3M | 0.4% | +0.4% | 13F ↗ |
| 38 | AMD Advanced Micro Devices, Inc. | 5,219 | $3.2M | 0.3% | +12.7% | 13F ↗ |
| 39 | Spdr Series Trust St Str P500ETF | 34,864 | $3.1M | 0.3% | -1.3% | 13F ↗ |
| 40 | ABBV AbbVie Inc. | 11,855 | $3.1M | 0.3% | +0.3% | 13F ↗ |
| 41 | ADP Automatic Data Processing, Inc. | 11,739 | $3.0M | 0.3% | Unchanged | 13F ↗ |
| 42 | BLK BlackRock, Inc. | 2,783 | $2.9M | 0.3% | +1.9% | 13F ↗ |
| 43 | CDNS Cadence Design Systems, Inc. | 8,804 | $2.9M | 0.3% | +13.0% | 13F ↗ |
| 44 | CSCO Cisco Systems, Inc. | 25,770 | $2.8M | 0.3% | +0.3% | 13F ↗ |
| 45 | iShares Tr Core Us Aggbd Et | 28,743 | $2.7M | 0.3% | -5.2% | 13F ↗ |
| 46 | JNJ Johnson & Johnson | 9,756 | $2.6M | 0.3% | +0.4% | 13F ↗ |
| 47 | LMT Lockheed Martin Corporation | 4,956 | $2.5M | 0.3% | +15.0% | 13F ↗ |
| 48 | Vanguard Index Fds Mrngstr Sml Cp V | 10,919 | $2.5M | 0.3% | -7.6% | 13F ↗ |
| 49 | V Visa Inc. | 6,766 | $2.4M | 0.3% | -13.1% | 13F ↗ |
| 50 | CSX CSX Corporation | 51,058 | $2.4M | 0.3% | +0.4% | 13F ↗ |
Showing the top 50 of 265 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
37 new, 111 added to, 60 trimmed, 38 exited, 57 unchanged. By estimated dollars.
New positions (37)
| Dfa Invt Dimensions Group In U.S. Sml Cp Val | 2.10M | New | $78.7M |
| XOM ExxonMobil Holdings Corporation | 35,360 | New | $5.8M |
| MRVL Marvell Technology, Inc. | 2,543 | New | $671.9K |
| iShares Tr Ishs 5-10YR Invt | 11,635 | New | $585.8K |
| AMAT Applied Materials, Inc. | 972 | New | $497.1K |
| WDC Western Digital Corporation | 1,002 | New | $455.4K |
| TXN Texas Instruments Incorporated | 1,605 | New | $449.5K |
| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf | 11,615 | New | $435.2K |
| SKHY SK hynix Inc. · American Deposit | 2,226 | New | $409.9K |
| First Tr Exchange-Traded Fd Vest Lad Aut Etf | 19,562 | New | $402.6K |
Added to (111)
| American Centy ETF Tr Us Sml Cp Valu | 57,255 | +860% | $6.0M |
| Schwab Strategic Tr Us Lcap Gr Etf | 558,958 | +21.5% | $3.5M |
| Dimensional ETF Trust Us Core Eqt Mkt | 2.17M | +3.0% | $3.3M |
| Vanguard Scottsdale Fds INT-TERM Corp | 632,752 | +3.2% | $1.5M |
| Vanguard Scottsdale Fds Inter Term Treas | 486,267 | +3.9% | $1.0M |
| Vanguard Scottsdale Fds Short Term Treas | 628,647 | +2.4% | $832.8K |
| MU Micron Technology, Inc. | 3,756 | +25.7% | $816.9K |
| CRS Carpenter Technology Corporation | 3,683 | +78.9% | $631.4K |
| COP ConocoPhillips | 16,753 | +32.6% | $516.0K |
| INTC Intel Corporation | 14,222 | +43.2% | $515.4K |
Trimmed (60)
| Vanguard Admiral Fds Inc 500 Grth Idx F | 1.04M | -1.8% | -$1.6M |
| INCY Incyte Corporation | 6,697 | -62.2% | -$1.3M |
| ADBE Adobe Inc. | 4,190 | -44.1% | -$792.0K |
| META Meta Platforms, Inc. | 6,583 | -13.7% | -$755.6K |
| VLO Valero Energy Corporation | 3,570 | -30.9% | -$619.0K |
| SPOT Spotify Technology S.A. | 1,442 | -40.9% | -$485.9K |
| WFC Wells Fargo & Company | 9,883 | -37.4% | -$472.9K |
| Dimensional ETF Trust Us Equi Mark Etf | 91,956 | -5.4% | -$439.2K |
| ISRG Intuitive Surgical, Inc. | 1,371 | -42.2% | -$406.6K |
| LRN Stride, Inc. | 11,051 | -30.9% | -$384.9K |
Exited (38)
| Dimensional ETF Trust Us Small Cap Etf | 2.15M | Exited | -$83.5M |
| Exxon Mobil Corp | 37,458 | Exited | -$5.1M |
| First Tr Exchange Traded Fd Smid Risng Etf | 37,284 | Exited | -$1.6M |
| APP AppLovin Corporation | 1,567 | Exited | -$807.4K |
| SNOW Snowflake Inc. | 2,500 | Exited | -$636.3K |
| Innovator Etfs Trust Etf | 22,496 | Exited | -$568.6K |
| SCHW Charles Schwab Corporation | 6,000 | Exited | -$553.6K |
| SPFI South Plains Financial, Inc. · Commonstock | 12,172 | Exited | -$524.4K |
| ANET Arista Networks, Inc. | 3,079 | Exited | -$523.1K |
| NVO Novo Nordisk A/S · ADR | 10,000 | Exited | -$479.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 29, 2026 | 13F-HR | 265 | $934.6M | Current | SEC ↗ |
| Q2 2026 | Jul 9, 2026 | 13F-HR | 266 | $926.7M | Current | SEC ↗ |
| Q1 2026 | Apr 30, 2026 | 13F-HR | 253 | $821.5M | Current | SEC ↗ |
| Q4 2025 | Feb 9, 2026 | 13F-HR | 248 | $813.2M | Current | SEC ↗ |
| Q3 2025 | Nov 6, 2025 | 13F-HR | 271 | $803.8M | Current | SEC ↗ |
| Q2 2025 | Jul 29, 2025 | 13F-HR | 249 | $722.9M | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 65 | $412.6M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer