Arista Wealth Management, LLC

CIK 0001964758 · Q1 2026

13F Equity AUM

$821.5M

+1.0% QoQ

Positions

252

+4 QoQ

AUM Rank

#3,181

Top 26%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #4,949 · Top 60%

vs S&P -9.9%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 40.2%Top 10: 55.1%Top 20: 68.5%

DFAU11.4%

DFSV9.0%

VOOG8.9%

VCIT5.9%

DFAI5.0%

VGSH4.2%

VGIT3.2%

VUG2.6%

DFAE2.5%

AAPL2.3%

Others (242)44.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Position Sizing

Positions: 252Median: 0.09%Avg: 0.40%

0–0.5%

223(24.9%)

0.5–1%

10(7.5%)

1–3%

12(19.9%)

3–5%

3(12.4%)

5%+

4(35.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Holdings

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