Arista Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Las Vegas, NV
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
265
Total value ($000)
$934,644
Net value change ($000)
+7,985 (0.9%)
New positions
37
Sold out positions
38
Turnover %
21.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 78,719 NEW
AVUV 5,999 806.3%
EXXONMOBIL HOLDINGS CORP 5,755 NEW
DFAU 4,758 4.4%
SCHG 4,511 29.0%
AAPL 3,369 16.3%
MSFT 3,126 33.6%
NVDA 1,833 14.3%
VOOG 1,394 1.6%
VUG 1,172 4.6%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -83,473 -100.0%
XOM -5,121 -100.0%
GBFH -3,582 -40.0%
LRCX -1,680 -24.1%
SDVY -1,608 -100.0%
INCY -1,196 -59.5%
VCIT -1,126 -2.2%
APP -807 -100.0%
AVGO -728 -6.9%
SNOW -636 -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