Arista Wealth Management, LLC - Portfolio overview

Arista Wealth Management, LLC has 334 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 10.92%
2. DFSV - DIMENSIONAL ETF TRUST, 8.62%
3. VOOG - VANGUARD ADMIRAL FDS INC, 8.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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