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.
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 |