Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Arista Wealth Management, LLC (CIK 1964758) reported $821.5M across 252 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($93.3M, 11.36%), DFSV ($73.7M, 8.97%), VOOG ($73.4M, 8.93%), VCIT ($48.8M, 5.94%), DFAI ($40.7M, 4.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $93.3M | 11.36% | 2.1M | Trimmed |
| 2 | DFSV | DIMENSIONAL ETF TRUST | $73.7M | 8.97% | 2.1M | Added |
| 3 | VOOG | VANGUARD ADMIRAL FDS INC | $73.4M | 8.93% | 179,965 | Trimmed |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $48.8M | 5.94% | 590,068 | Added |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $40.7M | 4.95% | 1.0M | Trimmed |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | $34.9M | 4.24% | 595,609 | Added |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | $26.6M | 3.24% | 447,454 | Added |
| 8 | VUG | VANGUARD INDEX FDS | $21.5M | 2.62% | 49,193 | Hold |
| 9 | DFAE | DIMENSIONAL ETF TRUST | $20.9M | 2.54% | 616,083 | Trimmed |
| 10 | AAPL | APPLE INC | $18.6M | 2.27% | 73,378 | Trimmed |
| 11 | VOO | VANGUARD INDEX FDS | $17.4M | 2.11% | 29,037 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $17.3M | 2.11% | 26,597 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $11.9M | 1.45% | 40,425 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $10.8M | 1.31% | 61,707 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $9.3M | 1.14% | 44,813 | Added |
| 16 | SCHG | SCHWAB STRATEGIC TR | $9.4M | 1.14% | 321,529 | Added |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $9.1M | 1.10% | 233,525 | Trimmed |
| 18 | AVGO | BROADCOM INC | $8.9M | 1.09% | 28,891 | Added |
| 19 | MSFT | MICROSOFT CORP | $8.8M | 1.08% | 23,880 | Added |
| 20 | GBFH | GBANK FINL HLDGS INC | $7.9M | 0.96% | 295,296 | Hold |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $7.4M | 0.90% | 7,451 | Added |
| 22 | GOOGL | ALPHABET INC | $7.3M | 0.89% | 25,482 | Added |
| 23 | DFUS | DIMENSIONAL ETF TRUST | $7.1M | 0.86% | 99,462 | Added |
| 24 | VTI | VANGUARD INDEX FDS | $5.7M | 0.70% | 17,862 | Trimmed |
| 25 | XOM | EXXON MOBIL CORP | $5.6M | 0.68% | 33,146 | Added |
Source: SEC Form 13F filings · as of 2026-03-31