Arista Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Las Vegas, NV
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
248
Total value ($000)
$813,227
Net value change ($000)
+9,435 (1.2%)
New positions
52
Sold out positions
74
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFSV 5,568 8.9%
DFAU 4,552 4.8%
VOOG 3,649 4.5%
VOO 2,500 15.1%
DFAI 2,385 6.1%
VCIT 1,893 4.1%
VGSH 1,883 5.9%
IGV 1,695 NEW
LLY 1,570 34.0%
GOOGL 1,348 21.5%
Top Reduces (Value $000, Stocks/ETFs)
CRDO -2,288 -86.4%
LRN -1,819 -100.0%
GBFH -1,588 -13.7%
COHR -1,430 -100.0%
COST -1,414 -21.3%
MSFT -1,097 -9.0%
AGG -983 -25.2%
HD -949 -40.3%
HYDB -882 -100.0%
DELL -880 -44.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type