Arista Wealth Management, LLC

CIK 0001964758 · Q2 2026

13F Equity AUM

$926.7M

+12.8% QoQ

Positions

266

+14 QoQ

AUM Rank

#2,542

Top 29%

Skill Alpha (FF)

-1.6%/yr^ns

No Clear Edge

Rank #5,261 · Top 63%

vs S&P -6.4%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 40.4%Top 10: 55.0%Top 20: 69.1%

DFAU11.7%

VOOG9.4%

DFSV9.0%

VCIT5.5%

DFAI4.8%

VGSH3.9%

VGIT3.0%

DFAE2.8%

VUG2.7%

AAPL2.2%

Others (256)45.0%

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

Sector Allocation

Financial Services73.4%

Technology10.7%

Healthcare2.9%

Industrials2.8%

Consumer Cyclical2.5%

Communication Services2.1%

Other5.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 266Median: 0.08%Avg: 0.38%

0–0.5%

237(24.3%)

0.5–1%

10(7.6%)

1–3%

13(23.9%)

3–5%

2(8.7%)

5%+

4(35.6%)

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

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Portfolio Overlap

Shared: 0Unique: 266vs 20 funds

0%Low

266

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New45Increased76Decreased65Exited32

New Positions

AVGE0.1%

+11K

FLEX0.1%

+5K

HONEYWELL INTL INC0.1%

+3K

LITE0.1%

+801

HONEYWELL AEROSPACE …0.1%

+3K

AXON0.1%

+1K

SNOW0.1%

+3K

LAPR0.1%

+22K

CENX0.1%

+12K

VEA0.1%

+8K

Increased

VOOG9.4%

+875K(+486%)

VUG2.7%

+246K(+500%)

SCHG1.7%

+139K(+43%)

DFSV9.0%

+48K(+2%)

DFAU11.7%

+36K(+2%)

DFAI4.8%

+33K(+3%)

VCIT5.5%

+23K(+4%)

DFAE2.8%

+22K(+4%)

VGIT3.0%

+20K(+5%)

VGSH3.9%

+19K(+3%)

Decreased

FSSL0.0%

-24,463(-67%)

J2A0.1%

-5,903(-49%)

WFC0.1%

-4,202(-21%)

IDEV0.2%

-4,039(-19%)

ORCL0.1%

-3,969(-38%)

TRVC0.1%

-3,913(-40%)

ATD0.1%

-3,468(-38%)

NFLX0.1%

-3,220(-25%)

DWD0.1%

-2,997(-38%)

AMD0.3%

-2,557(-36%)

Exited

-5,545

-40,710

-2,000

-10,308

-2,006

-2,261

-7,000

-447

-14,948

-7,293

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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