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Arista Wealth Management, LLC
Arista Wealth Management, LLC is a Las Vegas, Nevada-based SEC-registered investment adviser founded in 2007. The firm specializes in financial planning, investment management, and retirement planning, serving individuals, families, and businesses. With approximately 14 employees, Arista Wealth Management delivers client-focused guidance to help clients achieve their long-term financial objectives.
Investment Strategy
Arista Wealth Management employs a diversified and disciplined investment strategy, emphasizing long-term wealth building through asset allocation, risk management, and comprehensive financial planning. The firm provides tailored portfolios and works closely with clients to align investments with personal goals, focusing on retirement, estate, and tax-efficient wealth management.
Latest 13F Filing Activity
Arista Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 246 equity positions and 1 options positions with a total 13F market value of $723M. The fund increased holdings in Vanguard Index FDS, SPDR S&P 500 Etf TR, JPMorgan Chase & Co. among other positions. Arista Wealth Management, LLC reduced exposure to SPDR Series Trust, Select Sector SPDR TR, Dimensional Etf Trust among others.
Top Holdings
Equity Positions (246)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 11.74% | $84.9M | 2,003,960 | $35.39 | $42.36 | +$9.0M |
V VOOG | VANGUARD ADMIRAL FDS INC | 9.73% | $70.3M | 177,341 | $319.58 | $396.54 | +$11.0M |
D DFSV | DIMENSIONAL ETF TRUST | 7.54% | $54.5M | 1,852,406 | $28.03 | $29.43 | +$4.3M |
V VCIT | VANGUARD SCOTTSDALE FDS | 5.88% | $42.5M | 513,048 | $79.01 | $82.92 | +$1.3M |
D DFAI | DIMENSIONAL ETF TRUST | 5.01% | $36.2M | 1,047,859 | $28.92 | $34.57 | +$4.6M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AUR | AURORA INNOVATION INC | New | Call | $49.8K | 95 | $5.24 | $5.24 | +95 | +$49.8K |
Industry Allocation
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