Holders — by stockHoldings — by fund
Arista Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001964758
$926.7M
disclosed book value
266
positions
11.7%
largest position share
Positions, as of 2026-06-30
top 100 of 266 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 2.1M | $108.8M | 11.7% |
| 2 | VOOGVANGUARD ADMIRAL FDS INC | 1.1M | $87.1M | 9.4% |
| 3 | DFSVDIMENSIONAL ETF TRUST | 2.2M | $83.5M | 9% |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 613,150 | $50.7M | 5.5% |
| 5 | DFAIDIMENSIONAL ETF TRUST | 1.1M | $44.4M | 4.8% |
| 6 | VGSHVANGUARD SCOTTSDALE FDS | 614,178 | $35.7M | 3.9% |
| 7 | VGITVANGUARD SCOTTSDALE FDS | 467,858 | $27.6M | 3% |
| 8 | DFAEDIMENSIONAL ETF TRUST | 638,179 | $25.7M | 2.8% |
| 9 | VUGVANGUARD INDEX FDS | 295,158 | $25.4M | 2.7% |
| 10 | AAPLAPPLE INC | 71,540 | $20.7M | 2.2% |
| 11 | SPYSTATE STR SPDR S&P 500 ETF T | 26,551 | $19.8M | 2.1% |
| 12 | VOOVANGUARD INDEX FDS | 28,421 | $19.5M | 2.1% |
| 13 | SCHGSCHWAB STRATEGIC TR | 460,164 | $15.6M | 1.7% |
| 14 | JPMJPMORGAN CHASE & CO | 40,475 | $13.2M | 1.4% |
| 15 | NVDANVIDIA CORPORATION | 64,145 | $12.8M | 1.4% |
| 16 | AMZNAMAZON COM INC | 44,483 | $10.6M | 1.1% |
| 17 | AVGOBROADCOM INC | 27,897 | $10.5M | 1.1% |
| 18 | DFACDIMENSIONAL ETF TRUST | 233,536 | $10.4M | 1.1% |
| 19 | MSFTMICROSOFT CORP | 24,924 | $9.3M | 1% |
| 20 | GBFHGBANK FINL HLDGS INC | 295,296 | $9.0M | 1% |
| 21 | GOOGLALPHABET INC | 23,535 | $8.4M | 0.9% |
| 22 | DFUSDIMENSIONAL ETF TRUST | 97,246 | $8.0M | 0.9% |
| 23 | LLYELI LILLY & CO | 5,856 | $7.0M | 0.8% |
| 24 | COSTCOSTCO WHOLESALE CORPORATION | 7,505 | $7.0M | 0.8% |
| 25 | LRCXLAM RESEARCH CORP | 16,071 | $7.0M | 0.8% |
| 26 | VTIVANGUARD INDEX FDS | 17,850 | $6.6M | 0.7% |
| 27 | IVVISHARES TR | 8,360 | $6.3M | 0.7% |
| 28 | VXUSVANGUARD STAR FDS | 69,202 | $5.9M | 0.6% |
| 29 | XOMEXXON MOBIL CORP | 37,458 | $5.1M | 0.6% |
| 30 | METAMETA PLATFORMS INC | 7,625 | $4.3M | 0.5% |
| 31 | RTXRTX CORPORATION | 21,694 | $4.1M | 0.4% |
| 32 | IEURISHARES TR | 50,665 | $3.8M | 0.4% |
| 33 | AXPAMERICAN EXPRESS CO | 11,105 | $3.8M | 0.4% |
| 34 | DFAXDIMENSIONAL ETF TRUST | 98,904 | $3.6M | 0.4% |
| 35 | MUMICRON TECHNOLOGY INC | 2,989 | $3.5M | 0.4% |
| 36 | KOCOCA COLA CO | 38,246 | $3.1M | 0.3% |
| 37 | SPYMSPDR SERIES TRUST | 35,309 | $3.1M | 0.3% |
| 38 | CSCOCISCO SYS INC | 25,684 | $3.0M | 0.3% |
| 39 | AGGISHARES TR | 30,307 | $3.0M | 0.3% |
| 40 | ABBVABBVIE INC | 11,815 | $3.0M | 0.3% |
| 41 | CDNSCADENCE DESIGN SYSTEM INC | 7,791 | $2.9M | 0.3% |
| 42 | VBRVANGUARD INDEX FDS | 11,817 | $2.9M | 0.3% |
| 43 | AMDADVANCED MICRO DEVICES INC | 4,630 | $2.7M | 0.3% |
| 44 | VVISA INC | 7,790 | $2.7M | 0.3% |
| 45 | ADPAUTOMATIC DATA PROCESSING IN | 11,744 | $2.6M | 0.3% |
| 46 | BLKBLACKROCK INC | 2,732 | $2.6M | 0.3% |
| 47 | JNJJOHNSON & JOHNSON | 9,713 | $2.5M | 0.3% |
| 48 | CSXCSX CORP | 50,852 | $2.4M | 0.3% |
| 49 | NEENEXTERA ENERGY INC | 27,116 | $2.4M | 0.3% |
| 50 | FFORD MTR CO | 169,728 | $2.4M | 0.3% |
| 51 | FNDFSCHWAB STRATEGIC TR | 44,691 | $2.4M | 0.3% |
| 52 | GSGOLDMAN SACHS GROUP INC | 2,219 | $2.2M | 0.2% |
| 53 | URIUNITED RENTALS INC | 1,979 | $2.2M | 0.2% |
| 54 | NOCNORTHROP GRUMMAN CORP | 4,345 | $2.2M | 0.2% |
| 55 | LMTLOCKHEED MARTIN CORP | 4,311 | $2.2M | 0.2% |
| 56 | PFFISHARES TR | 69,716 | $2.1M | 0.2% |
| 57 | WMTWALMART INC | 17,767 | $2.0M | 0.2% |
| 58 | INCYINCYTE CORP | 17,726 | $2.0M | 0.2% |
| 59 | GOOGALPHABET INC | 5,477 | $1.9M | 0.2% |
| 60 | USIGISHARES TR | 36,839 | $1.9M | 0.2% |
| 61 | ADIANALOG DEVICES INC | 4,647 | $1.8M | 0.2% |
| 62 | COHRCOHERENT CORP | 4,663 | $1.8M | 0.2% |
| 63 | DFCFDIMENSIONAL ETF TRUST | 43,088 | $1.8M | 0.2% |
| 64 | GPIGROUP 1 AUTOMOTIVE INC | 6,070 | $1.8M | 0.2% |
| 65 | PMPHILIP MORRIS INTL INC | 9,546 | $1.7M | 0.2% |
| 66 | PFEPFIZER INC | 71,676 | $1.7M | 0.2% |
| 67 | CLSCELESTICA INC | 4,714 | $1.7M | 0.2% |
| 68 | IXUSISHARES TR | 17,805 | $1.7M | 0.2% |
| 69 | CBCHUBB LIMITED | 4,771 | $1.6M | 0.2% |
| 70 | CVXCHEVRON CORPORATION | 9,775 | $1.6M | 0.2% |
| 71 | SDVYFIRST TR EXCHANGE TRADED FD | 37,284 | $1.6M | 0.2% |
| 72 | CIENCIENA CORP | 3,275 | $1.6M | 0.2% |
| 73 | EWJISHARES INC | 16,541 | $1.5M | 0.2% |
| 74 | HLTHILTON WORLDWIDE HLDGS INC | 4,648 | $1.5M | 0.2% |
| 75 | ADBEADOBE INC | 7,491 | $1.5M | 0.2% |
| 76 | MPWRMONOLITHIC PWR SYS INC | 1,106 | $1.5M | 0.2% |
| 77 | IWFISHARES TR | 12,304 | $1.5M | 0.2% |
| 78 | IDEVISHARES TR | 16,767 | $1.5M | 0.2% |
| 79 | HDHOME DEPOT INC | 4,085 | $1.4M | 0.2% |
| 80 | TMOTHERMO FISHER SCIENTIFIC INC | 2,858 | $1.4M | 0.2% |
| 81 | GMGENERAL MTRS CO | 18,560 | $1.4M | 0.2% |
| 82 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,843 | $1.4M | 0.2% |
| 83 | INTCINTEL CORP | 9,935 | $1.4M | 0.1% |
| 84 | PGPROCTER & GAMBLE CO | 9,430 | $1.4M | 0.1% |
| 85 | LRNSTRIDE INC | 15,987 | $1.4M | 0.1% |
| 86 | VLOVALERO ENERGY CORP | 5,167 | $1.3M | 0.1% |
| 87 | COPCONOCOPHILLIPS | 12,630 | $1.3M | 0.1% |
| 88 | WFCWELLS FARGO & CO | 15,791 | $1.3M | 0.1% |
| 89 | CRSCARPENTER TECHNOLOGY CORP | 2,059 | $1.3M | 0.1% |
| 90 | MCDMCDONALDS CORP | 4,659 | $1.3M | 0.1% |
| 91 | WMBWILLIAMS COS INC | 15,883 | $1.2M | 0.1% |
| 92 | PANWPALO ALTO NETWORKS INC | 3,452 | $1.2M | 0.1% |
| 93 | AMKRAMKOR TECHNOLOGY INC | 13,642 | $1.2M | 0.1% |
| 94 | FNDESCHWAB STRATEGIC TR | 29,258 | $1.2M | 0.1% |
| 95 | ATIATI INC | 5,753 | $1.1M | 0.1% |
| 96 | SPOTSPOTIFY TECHNOLOGY S A | 2,439 | $1.1M | 0.1% |
| 97 | XLKSELECT SECTOR SPDR TR | 5,814 | $1.1M | 0.1% |
| 98 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 4,389 | $1.1M | 0.1% |
| 99 | MCKMCKESSON CORP | 1,446 | $1.1M | 0.1% |
| 100 | AVGEAMERICAN CENTY ETF TR | 10,998 | $1.1M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.