Arista Wealth Management
Arista Wealth Management reported 265 stocks worth $935M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are DFAU (12.2%), VOOG (9.5%) and DFSV (8.4%). Compared with Q2 2026, the fund opened new positions in DFSV and XOM, added to DFAU, VCIT and DFAI, trimmed VOOG, SPY and VOO and sold out of XOM, SDVY and APP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFAU Dimensional ETF Trust | $114M | 12.2% | 2.2M | +64K (+3%) | 8 of 8 | |
| 2 |  VOOG Vanguard Admiral Fds Inc | $88.5M | 9.5% | 1M | −19K (−2%) | 8 of 8 | |
| 3 |  DFSV DFA US Small Cap Value ETF | $78.7M | 8.4% | 2.1M | New position | 1 of 8 | |
| 4 |  VCIT Vanguard Scottsdale Fds | $49.6M | 5.3% | 633K | +20K (+3%) | 8 of 8 | |
| 5 |  DFAI Dimensional Intern Core | $45.1M | 4.8% | 1.1M | +11K (+1%) | 8 of 8 | |
| 6 |  VGSH Vanguard Scottsdale Fds | $36.2M | 3.9% | 629K | +14K (+2%) | 8 of 8 | |
| 7 |  VGIT Vanguard Scottsdale Fds | $27.6M | 3.0% | 486K | +18K (+4%) | 8 of 8 | |
| 8 |  VUG Vanguard Index Fds | $26.6M | 2.9% | 295K | No change | 6 of 8 | |
| 9 |  DFAE Dimensional Emerg Core | $25.5M | 2.7% | 648K | +9,882 (+2%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $24.1M | 2.6% | 72K | +738 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $83.5M | 2.2M |
 XOM Exxon Mobil Corp | $5.1M | 37K |
 SDVY First TR Exchange-Traded FD | $1.6M | 37K |
 APP Applovin Corp | $807K | 1,567 |
 SNOW Snowflake Inc | $636K | 2,500 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Arista Wealth Management 13F FAQ
What does Arista Wealth Management own?
Arista Wealth Management reported 265 stocks worth $935M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are DFAU (12.2%), VOOG (9.5%) and DFSV (8.4%). The table above lists every position in the filing (the top 10 without an account).
What did Arista Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 37 new positions, 104 added to, 55 trimmed and 38 sold out. New positions include DFSV and XOM. It sold all of XOM, SDVY and APP.
When will Arista Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Arista Wealth Management's portfolio worth?
The Q3 2026 filing reports $935M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.