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Home > Institutional Investor > Arista Wealth Management, Llc > Profile

Instuitional Investor - Arista Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Arista Wealth Management, Llc
Portfolio Value $934,643,892
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 2,168,710 $113,553,665 12.15%
2.
Vanguard Admiral Fds Inc
 1,035,628 $88,525,481 9.47%
3.
Dfa Invt Dimensions Group In
 2,100,853 $78,718,953 8.42%
4.
Vanguard Scottsdale Funds
 VCIT 632,752 $49,550,829 5.3%
5.
Dimensional Etf Trust
 DFAC 1,088,603 $45,100,802 4.83%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.