Arista Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Las Vegas, NV
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
266
Total value ($000)
$926,659
Net value change ($000)
+105,109 (12.8%)
New positions
45
Sold out positions
31
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFAU 15,452 16.6%
VOOG 13,761 18.8%
DFSV 9,769 13.3%
SCHG 6,206 66.3%
DFAE 4,800 23.0%
LRCX 4,062 140.0%
VUG 3,938 18.3%
DFAI 3,756 9.2%
SPY 2,530 14.6%
VOO 2,169 12.5%
Top Reduces (Value $000, Stocks/ETFs)
HON -1,253 -100.0%
APRJ -997 -100.0%
STX -784 -100.0%
NOC -751 -25.3%
DAL -685 -100.0%
UNH -612 -100.0%
ORCL -587 -38.3%
NFLX -552 -44.1%
WDC -543 -100.0%
ADBE -525 -25.5%
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