Arista Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Las Vegas, NV
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
253
Total value ($000)
$821,550
Net value change ($000)
+8,323 (1.0%)
New positions
44
Sold out positions
40
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCHG 7,719 468.7%
DFSV 5,320 7.8%
DFUS 5,285 298.9%
FNDF 2,245 NEW
COST 2,208 42.3%
XOM 1,663 42.0%
LRN 1,539 NEW
MPWR 1,419 NEW
INCY 1,417 NEW
COHR 1,344 NEW
Top Reduces (Value $000, Stocks/ETFs)
VOOG -11,451 -13.5%
DFAU -7,002 -7.0%
VUG -2,512 -10.5%
MSFT -2,213 -20.0%
GBFH -2,106 -21.0%
VOO -1,747 -9.1%
IGV -1,695 -100.0%
AAPL -1,516 -7.5%
ZIM -1,467 -100.0%
AIRR -1,359 -100.0%
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