Arista Wealth Management, LLC

All 13F Filings

Location
Las Vegas, NV
Most recent 13F
Q2 2026
Holdings value ($000)
926,659
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/8/2026 266 926,659 13F-HR Arista Wealth Management, LLC
Q1 2026 4/30/2026 253 821,550 13F-HR Arista Wealth Management, LLC
Q4 2025 2/9/2026 248 813,227 13F-HR Arista Wealth Management, LLC
Q3 2025 11/6/2025 271 803,792 13F-HR Arista Wealth Management, LLC
Q2 2025 7/29/2025 249 722,889 13F-HR Arista Wealth Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 294.5 K 31.8% 28.87 K 0 28.87 K
ETFs 632 K 68.2% 76.01 K 0 76.01 K
Other 241 0.0% 241 0 241
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Fund Snapshot

Q2 2026
Latest filed
7/8/2026
Total value ($000)
926,659
Holdings
266
QoQ value change ($000)
105,109 (12.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.