Arista Wealth Management, LLC: 13F holdings

CIK 19647582026Q2

Positions266
Reported value$926.7m
Filed2026-07-09

Top 10 holdings

SecuritySharesValueWeight
PAVE DIMENSIONAL ETF TRUST2,104,785$108.8m11.7%
VOOG VANGUARD ADMIRAL FDS INC1,054,603$87.1m9.4%
DIMENSIONAL ETF TRUST2,151,928$83.5m9.0%
VCIT VANGUARD SCOTTSDALE FDS613,150$50.7m5.5%
DFAI DIMENSIONAL ETF TRUST1,077,141$44.4m4.8%
VGSH VANGUARD SCOTTSDALE FDS614,178$35.7m3.9%
VGIT VANGUARD SCOTTSDALE FDS467,858$27.6m3.0%
DFAE DIMENSIONAL ETF TRUST638,179$25.7m2.8%
VUG VANGUARD INDEX FDS295,158$25.4m2.7%
AAPL APPLE INC71,540$20.7m2.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1964758")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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