Arista Wealth Management, LLC
•CIK: 1964758•Filing: Q4 2025
**Arista Wealth Management, LLC** manages $813M across a diversified portfolio of 248 positions. The strategy exhibits a significant allocation to core growth and fixed-income assets, highlighted by the top holdings in DFAU ($100.3M) and VOOG ($84.8M). Further concentration is visible in DFSV ($68.4M) and VCIT ($48.3M), indicating a tactical focus across technology, dividend growth, and intermediate-term bonds. This structure suggests a disciplined, large-cap tilt with explicit duration management.
Total AUM
$813.2M
QoQ Performance
+1.2%
Positions
205
Top 10 Concentration
58.5%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAU
VOOG
DFSV
VCIT
DFAI
DFAU12.3%
VOOG10.4%
DFSV8.4%
VCIT5.9%
DFAI5.1%
VGSH4.2%
VGIT3.2%
VUG3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.7%
Technology9.4%
ETF5.4%
Financial3.8%
Consumer2.8%
Healthcare2.2%
Industrial1.1%
Energy0.8%
🚪 Exited Positionssold since Q3 2025
+96 more exited positions
Changes from Q3 2025
NEW31 new positions
↑50 increased
↓73 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023