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Livermore
Livermore
ZHEN

Arista Wealth Management, LLC

SEC CIK
0001964758
Latest filing
Jul 8, 2026

The latest 13F from Arista Wealth Management, LLC covers Q2 2026 (filed Jul 8, 2026): 266 long positions worth $926.7M. The top 10 holdings make up 55.0% of the portfolio, and the largest is Dimensional ETF Trust at 11.7%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
44
Est. +$18.0M
Added
74
Est. +$22.9M
Reduced
66
Est. −$17.0M
Sold out
31
Est. −$13.0M

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional ETF Trust25434V104
    11.7%$108.8M
  2. Vanguard S&P 500 Growth ETF921932505
    9.4%$87.1M
  3. Dimensional ETF Trust25434V815
    9.0%$83.5M
  4. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    5.5%$50.7M
  5. Dimensional ETF Trust25434V203
    4.8%$44.4M

Share of portfolio

Top 5 holdings and the other 261 positions, by share of portfolio value

  1. Dimensional ETF Trust11.7%
  2. Vanguard S&P 500 Growth ETF9.4%
  3. Dimensional ETF Trust9.0%
  4. Vanguard Intermediate-Term Corporate Bond ETF5.5%
  5. Dimensional ETF Trust4.8%
  6. Other 261 positions59.6%

Biggest buys

New and added positions, by estimated amount bought

  1. Schwab U.S. Large-Cap Growth ETF808524300
    +$4.69MAdded
  2. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    +$1.91MAdded
  3. Dimensional ETF Trust25434V815
    +$1.88MAdded
  4. Dimensional ETF Trust25434V104
    +$1.86MAdded
  5. Dimensional ETF Trust25434V203
    +$1.36MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Schwab U.S. Large-Cap Growth ETF808524300
    +0.54 pp1.1% → 1.7%
  2. LRCXLam Research Corp
    +0.40 pp0.4% → 0.8%History
  3. Dimensional ETF Trust25434V104
    +0.38 pp11.4% → 11.7%
  4. Dimensional Emerging Core Equity Market ETF25434V302
    +0.23 pp2.5% → 2.8%
  5. American Centy ETF Tr025072232
    +0.12 pp0.0% → 0.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard S&P 500 Growth ETF921932505
    −$2.08MReducedConverted for a 6-for-1 split
  2. AMDAdvanced Micro Devices Inc
    −$1.49MReducedHistory
  3. MUMicron Technology Inc
    −$1.27MReducedHistory
  4. HONHoneywell International Inc
    −$1.25MSold outHistory
  5. Innovator ETFs Tr45783Y616
    −$997.4KSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. HONHoneywell International Inc
    −0.15 pp0.2% → 0.0%History
  2. Innovator ETFs Tr45783Y616
    −0.12 pp0.1% → 0.0%
  3. STXSeagate Technology Holdings plc
    −0.10 pp0.1% → 0.0%History
  4. ADBEAdobe Inc.
    −0.09 pp0.3% → 0.2%History
  5. ORCLOracle Corp
    −0.08 pp0.2% → 0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$926.7M
+$105.1M (+12.8%) vs. prior quarter
Positions
266
+13 vs. prior quarter
Top 10 concentration
55.0%
Top 10 as share of value
Turnover
3.4%
Q2 2026, one quarter
Average holding period
11.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $926.7M (Q2 2026)

Q4 2022: $158.4MQ1 2023: $183.3MQ2 2023: $240.6MQ3 2023: $255.4MQ4 2023: $273.1MQ1 2024: $130.9MQ2 2024: $380.1MQ3 2024: $416.4MQ4 2024: $417.1MQ1 2025: $412.6MQ2 2025: $722.8MQ3 2025: $803.8MQ4 2025: $813.2MQ1 2026: $821.5MQ2 2026: $926.7M
Q4 2022Q2 2026
13F filings of Arista Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 8, 2026266$926.7MDimensional ETF TrustVanguard S&P 500 Growth ETFDimensional ETF Trustvs. Q1 2026SEC
Q1 2026Apr 30, 2026253$821.5MDimensional ETF TrustDimensional ETF TrustVanguard S&P 500 Growth ETFvs. Q4 2025SEC
Q4 2025Feb 9, 2026248$813.2MDimensional ETF TrustVanguard S&P 500 Growth ETFDimensional ETF Trustvs. Q3 2025SEC
Q3 2025Nov 6, 2025270$803.8MDimensional ETF TrustVanguard S&P 500 Growth ETFDimensional ETF Trustvs. Q2 2025SEC
Q2 2025Jul 29, 2025248$722.8MDimensional ETF TrustVanguard S&P 500 Growth ETFDimensional ETF Trustvs. Q1 2025SEC
Q1 2025May 14, 202565$412.6MDimensional ETF TrustVanguard S&P 500 Growth ETFDimensional ETF Trustvs. Q4 2024SEC
Q4 2024Feb 13, 202567$417.1MDimensional ETF TrustVanguard S&P 500 Growth ETFDimensional ETF Trustvs. Q3 2024SEC
Q3 2024Oct 30, 202471$416.4MDimensional ETF TrustVanguard S&P 500 Growth ETFDimensional ETF Trustvs. Q2 2024SEC
Q2 2024Aug 13, 202465$380.1MDimensional ETF TrustVanguard S&P 500 Growth ETFDimensional ETF Trustvs. Q1 2024SEC
Q1 2024Apr 22, 202435$130.9MDimensional ETF TrustDimensional ETF TrustVanguard Intermediate-Term Corporate Bond ETFvs. Q4 2023SEC
Q4 2023Jan 31, 202454$273.1MDimensional ETF TrustVanguard Intermediate-Term Corporate Bond ETFDimensional ETF Trustvs. Q3 2023SEC
Q3 2023Oct 31, 202351$255.4MDimensional ETF TrustDimensional ETF TrustVanguard Intermediate-Term Corporate Bond ETFvs. Q2 2023SEC
Q2 2023Jul 20, 202362$240.6MDimensional ETF TrustDimensional ETF TrustVanguard Intermediate-Term Corporate Bond ETFvs. Q1 2023SEC
Q1 2023Apr 27, 202362$183.3MVanguard Intermediate-Term Corporate Bond ETFVanguard Star FDSVanguard Morningstar Small-Cap Value ETFvs. Q4 2022SEC
Q4 2022Feb 13, 202364$158.4MVanguard Intermediate-Term Corporate Bond ETFVanguard Star FDSVanguard Morningstar Small-Cap Value ETF–SEC