Institutional Fund
Arista Wealth Management, LLC
Las Vegas, NVCIK 19647585 filings on record
Portfolio Value
$821.55M
Q1 2026
Holdings
253
Reported positions
New Buys
45
Opened this quarter
QoQ Change
+1.0%
from $813.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust11.4%
- Dimensional ETF Trust9.0%
- Vanguard Admiral Fds Inc8.9%
- Vanguard Scottsdale Fds5.9%
- Dimensional ETF Trust5.0%
- Vanguard Scottsdale Fds4.2%
- Other55.6%
Portfolio Holdings
253 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.07M | $93.34M | 11.4% | −75.3K | Reduced |
| 2 | Dimensional ETF Trust | 2.10M | $73.70M | 9.0% | +24.3K | Added |
| 3 | Vanguard Admiral Fds Inc | 180.0K | $73.37M | 8.9% | −10.8K | Reduced |
| 4 | Vanguard Scottsdale Fds | 590.1K | $48.83M | 5.9% | +12.9K | Added |
| 5 | Dimensional ETF Trust | 1.04M | $40.68M | 5.0% | −42.1K | Reduced |
| 6 | Vanguard Scottsdale Fds | 595.6K | $34.87M | 4.2% | +15.8K | Added |
| 7 | Vanguard Scottsdale Fds | 447.5K | $26.65M | 3.2% | +11.5K | Added |
| 8 | Vanguard Index Fds | 49.2K | $21.49M | 2.6% | 0 | Held |
| 9 | Dimensional ETF Trust | 616.1K | $20.86M | 2.5% | −21.8K | Reduced |
| 10 | Apple Inc | 73.4K | $18.62M | 2.3% | −700 | Reduced |
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