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Arista Wealth Management, LLC - Portfolio Stock Holdings

Arista Wealth Management, LLC disclosed 291 stock positions in a recent SEC 13F filing. $738,467,067 of stock holdings were filed, with the largest holdings including DFAU, DFSV, and VCIT. This filing represented positions held on March 31, 2026, and was filed on April 30, 2026.

We estimate the fund has a total AUM of $1,201,806,676 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

291

Est. Stock Holding Value:

$738,467,067

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Arista Wealth Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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