13F Insight
DOSSIER · 13F-HR · Q2 2026

Arista Wealth Management, LLC

$927M in tracked AUM across 266 positions as of Q2 2026.

AW
CIK 0001964758 · last filed Jun 30, 2026
Total AUM
$927M
as of Q2 2026
Holdings
266
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Arista Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$109M2.1M11.7%02
VOOG
VANGUARD ADMIRAL FDS INC
$87M1.1M9.4%03
DFSV
DIMENSIONAL ETF TRUST
$83M2.2M9.0%04
VCIT
VANGUARD SCOTTSDALE FDS
$51M613K5.5%05
DFAI
DIMENSIONAL ETF TRUST
$44M1.1M4.8%06
VGSH
VANGUARD SCOTTSDALE FDS
$36M614K3.9%07
VGIT
VANGUARD SCOTTSDALE FDS
$28M468K3.0%08
DFAE
DIMENSIONAL ETF TRUST
$26M638K2.8%09
VUG
VANGUARD INDEX FDS
$25M295K2.7%10
AAPL
APPLE INC
$21M72K2.2%

Filing history

2026Q2Jun 30
$927M▲ 12.8%
266 positionsView →2026Q1Mar 31
$822M▲ 1.0%
253 positionsView →2025Q4Dec 31
$813M▲ 1.2%
248 positionsView →2025Q3Sep 30
$804M▲ 11.2%
271 positionsView →2025Q2Jun 30
$723M▲ 75.2%
249 positionsLocked2025Q1Mar 31
$413M▼ 1.1%
65 positionsLocked2024Q4Dec 31
$417M▲ 0.2%
67 positionsLocked2024Q3Sep 30
$416M▲ 9.6%
71 positionsLocked2024Q2Jun 30
$380M▲ 190.3%
65 positionsLocked2024Q1Mar 31
$131M▼ 52.0%
35 positionsLocked2023Q4Dec 31
$273M▲ 6.9%
54 positionsLocked2023Q3Sep 30
$255M▲ 6.1%
51 positionsLocked
Showing 12 of 15