account_balance
Investment manager · 13F filer · SEC CIK 1964758
Arista Wealth Management, LLC
Reported value$935Mas of Sep 30, 2026
Positions265 33 new, 34 sold out
Top 10 weight55.1%DFAU alone is 12%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAUDimensional ETF Trust
12.1%Added +3%
VOOGVanguard Admiral FDS Inc
9.5%
DFSVDfa Invt Dimensions Group In
8.4%Trimmed −2%
VCITVanguard Scottsdale FDS
5.3%Added +3%
DFAIDimensional ETF Trust
4.8%
VGSHVanguard Scottsdale FDS
3.9%Added +2%
VGITVanguard Scottsdale FDS
2.9%Added +4%
VUGVanguard Index FDS
2.8%
DFAEDimensional ETF Trust
2.7%
AAPLApple Inc
2.6%
SPYState STR SPDR S&P 500 ETF T
2.2%
SCHGSchwab Strategic Tr
2.1%Added +21%
DFAUDimensional ETF Trust
12.1%Added +3%
VOOGVanguard Admiral FDS Inc
9.5%
DFSV8.4%
VCIT5.3%
DFAI4.8%
VGSH3.9%
VGIT2.9%
VUG2.8%
DFAE2.7%
AAPL2.6%SPY2.2%SCHG2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAU Dimensional ETF Trust 12.1% Added +3%
VOOG Vanguard Admiral FDS Inc 9.5% Held
DFSV Dfa Invt Dimensions Group In 8.4% Trimmed −2%
VCIT Vanguard Scottsdale FDS 5.3% Added +3%
DFAI Dimensional ETF Trust 4.8% Held
VGSH Vanguard Scottsdale FDS 3.9% Added +2%
VGIT Vanguard Scottsdale FDS 2.9% Added +4%
VUG Vanguard Index FDS 2.8% Held
DFAE Dimensional ETF Trust 2.7% Held
AAPL Apple Inc 2.6% HeldSPY State STR SPDR S&P 500 ETF T 2.2% HeldSCHG Schwab Strategic Tr 2.1% Added +21%
What changed