Arista Wealth Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $723 Billion distributed in 249 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $84.9B, Vanguard S&P 500 Growth ETF with a value of $70.3B, Dimensional ETF Tr Dimensional with a value of $54.5B, Vanguard Intermediate Term Cor with a value of $42.5B, and Dimensional ETF Tr with a value of $36.2B.

Examining the 13F form we can see an increase of $310B in the current position value, from $413B to 723B.

Arista Wealth Management, LLC is based out at Las Vegas, NV

Below you can find more details about Arista Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $723 Billion
ETFs: $482 Billion
Technology: $65.4 Billion
Financial Services: $30.1 Billion
Consumer Cyclical: $26.6 Billion
Industrials: $24.3 Billion
Consumer Defensive: $20.6 Billion
Healthcare: $18.4 Billion
Communication Services: $13.5 Billion
Other: $20 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 249
  • Current Value $723 Billion
  • Prior Value $413 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 183 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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