Arista Wealth Management, LLC
All 13F Filings
- Location
- Las Vegas, NV
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 821,550
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 265.6 K | 32.3% | 0 | 480.3 K | -480.3 K |
| ETFs | 556 K | 67.7% | 488.6 K | 0 | 488.6 K |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
821,550
Holdings
253
QoQ value change ($000)
8,323
(1.0%)
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.