AW

Arista Wealth Management, LLC

13F
Arista Wealth Management, LLC
Last update 2025-05-14 65 Stocks (1 new)
Value $413.00 Mil Turnover 3 %
Countries:
Top Holdings: DFAU(18.40%)VOOG(14.37%)DFSV(12.17%)VCIT(9.99%)DFAI(7.67%)
Summary Stock Picks Current Portfolio
Arista Wealth Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
1,975,325
75,931.5
+2.73%
18.400
+0.49%
1.020
+19.84%
+7.21%
8,746.0
 
VOOG
Vanguard S&P 500 Growth ETF
177,251
59,287.0
+4.92%
14.370
+0.67%
0.430
+26.98%
+10.67%
16,620.8
 
DFSV
Dimensional US Small Cap Value ETF
1,783,473
50,204.8
+4.25%
12.170
+0.50%
1.130
+19.86%
+0.87%
4,964.3
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
503,915
41,200.1
+1.44%
9.990
+0.14%
0.080
+4.13%
+5.39%
53,454.7
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
1,013,070
31,638.2
+1.66%
7.670
+0.12%
0.350
+11.34%
+20.75%
10,672.2
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
493,175
28,944.4
-0.01%
7.020
0%
0.130
+0.88%
+2.83%
22,525.9
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
370,268
21,993.9
+2.33%
5.330
+0.12%
0.070
+1.57%
+4.54%
31,707.4
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
584,322
15,128.1
+3.76%
3.670
+0.13%
0.290
+18.15%
+18.13%
6,268.2
 
VOO
Vanguard S&P 500 ETF
27,462
14,112.8
+1.29%
3.420
+0.04%
0.000
+19.66%
+7.93%
657,793.0
 
AAPL
Apple Inc
37,020
8,223.2
+0.73%
1.990
+0.01%
0.000
+7.23%
-14.37%
3,194,924.0
Hardware

Arista Wealth Management, LLC's Historical Top Holdings Breakdowns

Arista Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOOG
Vanguard S&P 500 Growth ETF
2025-03-31
Add
Add
+0.67%
●
333.37 ($363.64) 384.99
$403.99
11.10%
Add 4.92%
177,251
8,316
DFSV
Dimensional US Small Cap Value ETF
2025-03-31
Add
Add
+0.50%
●
27.56 ($30.26) 32.1
$30.82
1.83%
Add 4.25%
1,783,473
72,702
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Add
Add
+0.49%
●
37.84 ($40.57) 42.31
$43.19
6.46%
Add 2.73%
1,975,325
52,429
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.14%
●
79.17 ($80.9) 82.04
$82.67
2.19%
Add 1.44%
503,915
7,168
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2025-03-31
Add
Add
+0.13%
●
24.64 ($25.96) 26.86
$29.66
14.27%
Add 3.76%
584,322
21,177
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+0.12%
●
28.88 ($30.87) 32.4
$34.70
12.39%
Add 1.66%
1,013,070
16,505
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.12%
●
57.44 ($58.5) 59.4
$59.49
1.69%
Add 2.33%
370,268
8,417
AVLV
Avantis U.S. Large Cap Value ETF
2025-03-31
Sold Out
Sold Out
-0.06%
●
63.51 ($67.8) 70.42
$69.38
2.33%
Sold Out
0
-3,664
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.05%
●
442.66 ($486.15) 534.52
$478.20
-1.64%
Add 27.89%
1,944
424
PG
Procter & Gamble Co
2025-03-31
New Buy
New Buy
+0.05%
●
158.56 ($167.49) 176.26
$157.17
-6.16%
New holding
1,180
1,180

Arista Wealth Management, LLC Total Holding History ($B)

To

Arista Wealth Management, LLC's Asset Allocation

To

Arista Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Arista Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Arista Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Arista Wealth Management, LLC's Holdings Heat Map

Size field:

Arista Wealth Management, LLC's Holdings Bubble Chart

Arista Wealth Management, LLC News

  • 1

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