1y return+19.0%S&P 500 +20.9%
3y return+46.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $157 against $195 in the S&P 500.2
Arista Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DFAUDimensional Etf Trust | $108.8M | 11.7% | +1.7% |
| VOOGVanguard Admiral Fds Inc | $87.1M | 9.4% | −2.3% |
| Dimensional Etf TrustCUSIP 25434V815 | $83.5M | 9.0% | +2.3% |
| VCITVanguard Scottsdale Fds | $50.7M | 5.5% | +3.9% |
| DFAIDimensional Etf Trust | $44.4M | 4.8% | +3.2% |
| VGSHVanguard Scottsdale Fds | $35.7M | 3.9% | +3.1% |
| VGITVanguard Scottsdale Fds | $27.6M | 3.0% | +4.6% |
| DFAEDimensional Etf Trust | $25.7M | 2.8% | +3.6% |
| VUGVanguard Index Fds | $25.4M | 2.7% | |
| AAPLApple Inc | $20.7M | 2.2% | −2.5% |
| SPYState Str Spdr S&p 500 Etf T | $19.8M | 2.1% | |
| VOOVanguard Index Fds | $19.5M | 2.1% | −2.1% |
| SCHGSchwab Strategic Tr | $15.6M | 1.7% | +43.1% |
| JPMJpmorgan Chase & Co | $13.2M | 1.4% | |
| NVDANvidia Corporation | $12.8M | 1.4% | +4.0% |
| AMZNAmazon Com Inc | $10.6M | 1.1% | |
| AVGOBroadcom Inc | $10.5M | 1.1% | −3.4% |
| Dimensional Etf TrustCUSIP 25434V708 | $10.4M | 1.1% | |
| MSFTMicrosoft Corp | $9.3M | 1.0% | +4.4% |
| GBFHGbank Finl Hldgs Inc | $9.0M | 1.0% | |
| GOOGLAlphabet Inc | $8.4M | 0.9% | −7.6% |
| DFUSDimensional Etf Trust | $8.0M | 0.9% | −2.2% |
| LLYEli Lilly & Co | $7.0M | 0.8% | +1.0% |
| COSTCostco Wholesale Corporation | $7.0M | 0.8% | |
| LRCXLam Research Corp | $7.0M | 0.8% | +18.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | June 30, 2025 | +345.2% | $7.0M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $10.6M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $20.7M |
| COSTCostco Wholesale Corporation | December 31, 2022 | +104.9% | $7.0M |
| VOOGVanguard Admiral Fds Inc | September 30, 2023 | +100.8% | $87.1M |
| DFUSDimensional Etf Trust | December 31, 2022 | +96.9% | $8.0M |
| GOOGLAlphabet Inc | June 30, 2024 | +96.2% | $8.4M |
| VOOVanguard Index Fds | December 31, 2022 | +95.5% | $19.5M |
| SPYMSpdr Series Trust | December 31, 2022 | +95.4% | $3.1M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2022 | +95.3% | $19.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.3M
- APRJInnovator Etfs Trust was $997K
- Seagate Technology Hldngs PlCUSIP G7997R103 was $784K
- DALDelta Air Lines Inc was $685K
- UNHUnitedhealth Group Inc was $612K
- WDCWestern Digital Corp was $543K
- EALTInnovator Etfs Trust was $502K
- AAAlcoa Corp was $484K
- FICOFair Isaac Corp was $477K
- MCHPMicrochip Technology Inc. was $452K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.4% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +8.3% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +4.5% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +2.5% | +8.3% |
| March 31, 2023 | +4.4% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Arista Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1964758&type=13F-HR&dateb=&owner=include&count=40CIK 1964758
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1964758/000208585326000664/Filed July 9, 2026 · accession 0002085853-26-000664