Arista Wealth Management, LLC: 13F holdings
CIK 19647582026Q2
| Positions | 266 |
|---|
| Reported value | $926.7m |
|---|
| Filed | 2026-07-09 |
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Change since last quarter
| Positions | 266 (+13 vs prior quarter) |
|---|
| Reported value | $926.7m (+12.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAVE DIMENSIONAL ETF TRUST | 2,104,785 | $108.8m | 11.7% |
| VOOG VANGUARD ADMIRAL FDS INC | 1,054,603 | $87.1m | 9.4% |
| DIMENSIONAL ETF TRUST | 2,151,928 | $83.5m | 9.0% |
| VCIT VANGUARD SCOTTSDALE FDS | 613,150 | $50.7m | 5.5% |
| DFAI DIMENSIONAL ETF TRUST | 1,077,141 | $44.4m | 4.8% |
| VGSH VANGUARD SCOTTSDALE FDS | 614,178 | $35.7m | 3.9% |
| VGIT VANGUARD SCOTTSDALE FDS | 467,858 | $27.6m | 3.0% |
| DFAE DIMENSIONAL ETF TRUST | 638,179 | $25.7m | 2.8% |
| VUG VANGUARD INDEX FDS | 295,158 | $25.4m | 2.7% |
| AAPL APPLE INC | 71,540 | $20.7m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964758")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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