Arista Wealth Management, LLC

13F filer · CIK 0001964758

Reported Jul 9, 2026

Net seller this quarter

13F portfolio value$927MU.S. long equity reported on 13F

Positions20635 new · 24 closed

Net flow last quarter-$5.44MBuys minus sells

Top 10 positions weight13.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026206 positions
AAPLApple Inc.	$20.7M	2.23%	0.00%	-2.5%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$19.8M	2.14%	Not reported	-0.2%	Q4 2022
JPMJPMorgan Chase & Co	$13.2M	1.43%	0.00%	+0.1%	Q2 2024
NVDANvidia Corp	$12.8M	1.39%	0.00%	+4.0%	Q4 2024
AMZNAmazon Com Inc	$10.6M	1.14%	0.00%	-0.7%	Q4 2022
AVGOBroadcom Inc.	$10.5M	1.14%	0.00%	-3.4%	Q2 2025
MSFTMicrosoft Corp	$9.3M	1.00%	0.00%	+4.4%	Q4 2022
GBFHGBank Financial Holdings Inc.	$8.95M	0.97%	2.04%	Not reported	Q2 2025
GOOGLAlphabet Inc.	$8.41M	0.91%	0.00%	-7.6%	Q4 2022
LLYELI LILLY & Co	$7.02M	0.76%	0.00%	+1.0%	Q2 2025
COSTCostco Wholesale Corp	$7.02M	0.76%	0.00%	+0.7%	Q4 2022
LRCXLam Research Corp	$6.96M	0.75%	0.00%	+18.3%	Q2 2025
XOMExxonMobil Holdings Corp	$5.12M	0.55%	0.00%	+13.0%	Q4 2022
METAMeta Platforms, Inc.	$4.29M	0.46%	Not reported	+0.7%	Q2 2024
RTXRTX Corp	$4.12M	0.44%	0.00%	+2.0%	Q2 2025
AXPAmerican Express Co	$3.76M	0.41%	0.00%	+4.5%	Q4 2022
DFAXGulf Resources, Inc.	$3.64M	0.39%	Not reported	+3.6%	Q2 2025
MUMicron Technology Inc	$3.45M	0.37%	0.00%	-27.0%	Q3 2025
KOCoca Cola Co	$3.11M	0.34%	0.00%	-0.3%	Q2 2025
CSCOCisco Systems, Inc.	$3.02M	0.33%	0.00%	-0.9%	Q2 2025
ABBVAbbVie Inc.	$2.97M	0.32%	0.00%	+2.8%	Q2 2025
CDNSCadence Design Systems Inc	$2.92M	0.32%	0.00%	-15.2%	Q2 2025
AMDAdvanced Micro Devices Inc	$2.69M	0.29%	0.00%	-35.6%	Q3 2025
VVisa Inc.	$2.67M	0.29%	0.00%	+2.5%	Q2 2025
ADPAutomatic Data Processing Inc	$2.63M	0.28%	0.00%	Not reported	Q4 2022
BLKBlackRock, Inc.	$2.63M	0.28%	0.00%	-0.3%	Q2 2025
JNJJohnson & Johnson	$2.47M	0.27%	0.00%	+2.1%	Q2 2025
CSXCSX Corp	$2.42M	0.26%	0.00%	+0.4%	Q2 2025
NEENextera Energy Inc	$2.38M	0.26%	0.00%	Not reported	Q2 2025
FFord Motor Co	$2.36M	0.25%	0.00%	Not reported	Q2 2025
FNDFSchwab Strategic Trust	$2.36M	0.25%	Not reported	-2.6%	Q1 2026
GSGoldman Sachs Group Inc	$2.24M	0.24%	0.00%	-24.0%	Q2 2025
URIUnited Rentals, Inc.	$2.24M	0.24%	0.00%	Not reported	Q2 2025
NOCNorthrop Grumman Corp	$2.21M	0.24%	0.00%	Not reported	Q2 2025
LMTLockheed Martin Corp	$2.2M	0.24%	0.00%	+4.4%	Q2 2025
WMTWalmart Inc.	$2.01M	0.22%	0.00%	+7.6%	Q4 2022
INCYIncyte Corp	$2.01M	0.22%	0.01%	+17.8%	Q1 2026
GOOGAlphabet Inc.	$1.94M	0.21%	Not reported	+6.0%	Q2 2024
ADIAnalog Devices Inc	$1.85M	0.20%	0.00%	+33.0%	Q2 2025
COHRCoherent Corp.	$1.84M	0.20%	0.00%	-17.4%	Q2 2025
GPIGroup 1 Automotive Inc	$1.77M	0.19%	0.05%	Not reported	Q2 2025
PMPhilip Morris International Inc.	$1.73M	0.19%	0.00%	+0.1%	Q2 2025
PFEPfizer Inc	$1.73M	0.19%	0.00%	+16.3%	Q4 2022
CLSCelestica Inc	$1.72M	0.19%	0.00%	+31.1%	Q1 2026
CBChubb Ltd	$1.63M	0.18%	0.00%	Not reported	Q2 2025
CVXChevron Corp	$1.62M	0.17%	0.00%	+1.2%	Q4 2022
CIENCiena Corp	$1.61M	0.17%	0.00%	+18.7%	Q1 2026
HLTHilton Worldwide Holdings Inc.	$1.54M	0.17%	0.00%	Not reported	Q2 2025
ADBEAdobe Inc.	$1.54M	0.17%	0.00%	-11.6%	Q2 2025
MPWRMonolithic Power Systems, Inc.	$1.53M	0.16%	0.00%	-14.8%	Q1 2026

Q1 2026Reported Apr 30, 2026194 positions
AAPLApple Inc.	$18.6M	2.27%	0.00%	-0.9%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$17.3M	2.11%	Not reported	+0.1%	Q4 2022
JPMJPMorgan Chase & Co	$11.9M	1.45%	0.00%	+4.7%	Q2 2024
NVDANvidia Corp	$10.8M	1.31%	0.00%	-2.8%	Q4 2024
AMZNAmazon Com Inc	$9.33M	1.14%	0.00%	+12.6%	Q4 2022
AVGOBroadcom Inc.	$8.94M	1.09%	0.00%	+7.9%	Q2 2025
MSFTMicrosoft Corp	$8.84M	1.08%	0.00%	+4.5%	Q4 2022
GBFHGBank Financial Holdings Inc.	$7.9M	0.96%	2.04%	Not reported	Q2 2025
COSTCostco Wholesale Corp	$7.42M	0.90%	0.00%	+23.2%	Q4 2022
GOOGLAlphabet Inc.	$7.33M	0.89%	0.00%	+4.6%	Q4 2022
XOMExxonMobil Holdings Corp	$5.62M	0.68%	0.00%	+0.7%	Q4 2022
LLYELI LILLY & Co	$5.33M	0.65%	0.00%	+0.8%	Q2 2025
METAMeta Platforms, Inc.	$4.33M	0.53%	Not reported	+52.2%	Q2 2024
RTXRTX Corp	$4.1M	0.50%	0.00%	+1.9%	Q2 2025
DFAXGulf Resources, Inc.	$3.24M	0.39%	Not reported	+2.8%	Q2 2025
AXPAmerican Express Co	$3.21M	0.39%	0.00%	-0.4%	Q4 2022
NOCNorthrop Grumman Corp	$2.96M	0.36%	0.00%	+3.1%	Q2 2025
KOCoca Cola Co	$2.92M	0.35%	0.00%	-2.7%	Q2 2025
LRCXLam Research Corp	$2.9M	0.35%	0.00%	-17.2%	Q2 2025
BLKBlackRock, Inc.	$2.63M	0.32%	0.00%	+0.5%	Q2 2025
CDNSCadence Design Systems Inc	$2.55M	0.31%	0.00%	+0.3%	Q2 2025
NEENextera Energy Inc	$2.52M	0.31%	0.00%	Not reported	Q2 2025
ABBVAbbVie Inc.	$2.5M	0.30%	0.00%	+0.7%	Q2 2025
LMTLockheed Martin Corp	$2.49M	0.30%	0.00%	-7.5%	Q2 2025
GSGoldman Sachs Group Inc	$2.47M	0.30%	0.00%	-23.4%	Q2 2025
ADPAutomatic Data Processing Inc	$2.39M	0.29%	0.00%	+0.1%	Q4 2022
JNJJohnson & Johnson	$2.33M	0.28%	0.00%	-13.3%	Q2 2025
VVisa Inc.	$2.3M	0.28%	0.00%	+0.1%	Q2 2025
FNDFSchwab Strategic Trust	$2.25M	0.27%	Not reported	New	Q1 2026
CSXCSX Corp	$2.08M	0.25%	0.00%	+0.2%	Q2 2025
ADBEAdobe Inc.	$2.06M	0.25%	0.00%	+251.5%	Q2 2025
WMTWalmart Inc.	$2.05M	0.25%	0.00%	-0.6%	Q4 2022
CSCOCisco Systems, Inc.	$2.01M	0.24%	0.00%	+0.6%	Q2 2025
GPIGroup 1 Automotive Inc	$2.01M	0.24%	0.05%	Not reported	Q2 2025
CVXChevron Corp	$2M	0.24%	0.00%	+1.0%	Q4 2022
FFord Motor Co	$1.96M	0.24%	0.00%	0.0%	Q2 2025
TMOThermo Fisher Scientific Inc.	$1.9M	0.23%	0.00%	+36.2%	Q2 2025
IDEVEndo Pharmaceuticals Solutions Inc.	$1.74M	0.21%	Not reported	+1.1%	Q1 2024
PFEPfizer Inc	$1.73M	0.21%	0.00%	+0.9%	Q4 2022
COPConocophillips	$1.59M	0.19%	0.00%	-17.9%	Q2 2025
WFCWells Fargo & Company	$1.59M	0.19%	0.00%	+45.0%	Q2 2024
PMPhilip Morris International Inc.	$1.58M	0.19%	0.00%	+0.5%	Q2 2025
CBChubb Ltd	$1.56M	0.19%	0.00%	Not reported	Q2 2025
LRNStride, Inc.	$1.54M	0.19%	0.04%	Not reported	Q2 2025
ORCLOracle Corp	$1.53M	0.19%	0.00%	+136.9%	Q4 2022
PGPROCTER & GAMBLE Co	$1.52M	0.18%	0.00%	+1.0%	Q3 2024
GOOGAlphabet Inc.	$1.48M	0.18%	Not reported	-21.6%	Q2 2024
AMDAdvanced Micro Devices Inc	$1.46M	0.18%	0.00%	+286.6%	Q3 2025
MCDMcdonalds Corp	$1.45M	0.18%	0.00%	-3.8%	Q2 2025
URIUnited Rentals, Inc.	$1.44M	0.18%	0.00%	Not reported	Q2 2025

Q4 2025Reported Feb 9, 2026187 positions
AAPLApple Inc.	$20.1M	2.48%	0.00%	-1.9%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$18.1M	2.23%	Not reported	-0.9%	Q4 2022
JPMJPMorgan Chase & Co	$12.4M	1.53%	0.00%	-3.5%	Q2 2024
NVDANvidia Corp	$11.8M	1.46%	0.00%	-2.9%	Q4 2024
MSFTMicrosoft Corp	$11.1M	1.36%	0.00%	-2.6%	Q4 2022
GBFHGBank Financial Holdings Inc.	$10M	1.23%	2.05%	Not reported	Q2 2025
AVGOBroadcom Inc.	$9.26M	1.14%	0.00%	-5.0%	Q2 2025
AMZNAmazon Com Inc	$9.18M	1.13%	0.00%	-12.8%	Q4 2022
GOOGLAlphabet Inc.	$7.62M	0.94%	0.00%	-5.7%	Q4 2022
LLYELI LILLY & Co	$6.18M	0.76%	0.00%	-4.9%	Q2 2025
COSTCostco Wholesale Corp	$5.22M	0.64%	0.00%	-15.6%	Q4 2022
XOMExxonMobil Holdings Corp	$3.96M	0.49%	0.00%	-1.3%	Q4 2022
AXPAmerican Express Co	$3.95M	0.49%	0.00%	-1.5%	Q4 2022
RTXRTX Corp	$3.83M	0.47%	0.00%	-1.2%	Q2 2025
GSGoldman Sachs Group Inc	$3.35M	0.41%	0.00%	-12.6%	Q2 2025
METAMeta Platforms, Inc.	$3.28M	0.40%	Not reported	-11.2%	Q2 2024
DFAXGulf Resources, Inc.	$3.04M	0.37%	Not reported	+30.6%	Q2 2025
ADPAutomatic Data Processing Inc	$3.02M	0.37%	0.00%	-0.1%	Q4 2022
BLKBlackRock, Inc.	$2.92M	0.36%	0.00%	-1.2%	Q2 2025
CDNSCadence Design Systems Inc	$2.86M	0.35%	0.00%	+17.9%	Q2 2025
LRCXLam Research Corp	$2.81M	0.35%	0.00%	-12.4%	Q2 2025
KOCoca Cola Co	$2.76M	0.34%	0.00%	0.0%	Q2 2025
VVisa Inc.	$2.66M	0.33%	0.00%	-1.9%	Q2 2025
ABBVAbbVie Inc.	$2.61M	0.32%	0.00%	0.0%	Q2 2025
NOCNorthrop Grumman Corp	$2.4M	0.30%	0.00%	Not reported	Q2 2025
GPIGroup 1 Automotive Inc	$2.39M	0.29%	0.05%	Not reported	Q2 2025
JNJJohnson & Johnson	$2.27M	0.28%	0.00%	+14.4%	Q2 2025
FFord Motor Co	$2.23M	0.27%	0.00%	-17.4%	Q2 2025
NEENextera Energy Inc	$2.18M	0.27%	0.00%	Not reported	Q2 2025
LMTLockheed Martin Corp	$2.16M	0.27%	0.00%	+21.9%	Q2 2025
GOOGAlphabet Inc.	$2.07M	0.25%	Not reported	+29.4%	Q2 2024
CSCOCisco Systems, Inc.	$1.99M	0.24%	0.00%	-13.4%	Q2 2025
WMTWalmart Inc.	$1.85M	0.23%	0.00%	-16.0%	Q4 2022
CSXCSX Corp	$1.83M	0.23%	0.00%	-0.8%	Q2 2025
IDEVEndo Pharmaceuticals Solutions Inc.	$1.7M	0.21%	Not reported	Not reported	Q1 2024
TMOThermo Fisher Scientific Inc.	$1.65M	0.20%	0.00%	-1.8%	Q2 2025
URIUnited Rentals, Inc.	$1.6M	0.20%	0.00%	+0.2%	Q2 2025
PMPhilip Morris International Inc.	$1.52M	0.19%	0.00%	0.0%	Q2 2025
PFEPfizer Inc	$1.52M	0.19%	0.00%	-2.4%	Q4 2022
PGPROCTER & GAMBLE Co	$1.49M	0.18%	0.00%	-3.3%	Q3 2024
CBChubb Ltd	$1.49M	0.18%	0.00%	Not reported	Q2 2025
MCDMcdonalds Corp	$1.48M	0.18%	0.00%	+0.1%	Q2 2025
ZIMZIM Integrated Shipping Services Ltd.	$1.47M	0.18%	0.06%	+137.5%	Q2 2025
CRMSalesforce, Inc.	$1.46M	0.18%	0.00%	-28.4%	Q2 2025
CVXChevron Corp	$1.46M	0.18%	0.00%	-3.3%	Q4 2022
HDHome Depot, Inc.	$1.41M	0.17%	0.00%	-29.7%	Q2 2025
COPConocophillips	$1.38M	0.17%	0.00%	+0.1%	Q2 2025
HLTHilton Worldwide Holdings Inc.	$1.33M	0.16%	0.00%	Not reported	Q2 2025
WFCWells Fargo & Company	$1.29M	0.16%	0.00%	-20.2%	Q2 2024
BRK.BBerkshire Hathaway Inc	$1.28M	0.16%	Not reported	+0.3%	Q4 2023

Q3 2025Reported Nov 6, 2025213 positions
AAPLApple Inc.	$19.2M	2.39%	0.00%	-2.5%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$17.9M	2.22%	Not reported	-1.0%	Q4 2022
JPMJPMorgan Chase & Co	$12.6M	1.57%	0.00%	+2.0%	Q2 2024
NVDANvidia Corp	$12.2M	1.52%	0.00%	+1.8%	Q4 2024
MSFTMicrosoft Corp	$12.1M	1.51%	0.00%	0.0%	Q4 2022
GBFHGBank Financial Holdings Inc.	$11.6M	1.44%	2.07%	Not reported	Q2 2025
AMZNAmazon Com Inc	$10M	1.25%	0.00%	+3.7%	Q4 2022
AVGOBroadcom Inc.	$9.29M	1.16%	0.00%	+3.5%	Q2 2025
COSTCostco Wholesale Corp	$6.63M	0.82%	0.00%	+0.3%	Q4 2022
GOOGLAlphabet Inc.	$6.28M	0.78%	0.00%	-5.1%	Q4 2022
LLYELI LILLY & Co	$4.61M	0.57%	0.00%	+8.5%	Q2 2025
METAMeta Platforms, Inc.	$4.11M	0.51%	Not reported	+12.9%	Q2 2024
XOMExxonMobil Holdings Corp	$3.76M	0.47%	0.00%	-1.3%	Q4 2022
AXPAmerican Express Co	$3.6M	0.45%	0.00%	+6.4%	Q4 2022
RTXRTX Corp	$3.54M	0.44%	0.00%	+0.2%	Q2 2025
GSGoldman Sachs Group Inc	$3.47M	0.43%	0.00%	+10.1%	Q2 2025
ADPAutomatic Data Processing Inc	$3.44M	0.43%	0.00%	-0.4%	Q4 2022
BLKBlackRock, Inc.	$3.22M	0.40%	0.00%	-1.0%	Q2 2025
CDNSCadence Design Systems Inc	$2.73M	0.34%	0.00%	+0.3%	Q2 2025
GPIGroup 1 Automotive Inc	$2.66M	0.33%	0.05%	Not reported	Q2 2025
CRDOCredo Technology Group Holding Ltd	$2.65M	0.33%	0.01%	-3.2%	Q2 2025
ABBVAbbVie Inc.	$2.64M	0.33%	0.00%	-0.9%	Q2 2025
VVisa Inc.	$2.64M	0.33%	0.00%	+16.6%	Q2 2025
KOCoca Cola Co	$2.61M	0.33%	0.00%	-1.1%	Q2 2025
NOCNorthrop Grumman Corp	$2.57M	0.32%	0.00%	Not reported	Q2 2025
LRCXLam Research Corp	$2.5M	0.31%	0.00%	+5.9%	Q2 2025
FFord Motor Co	$2.46M	0.31%	0.01%	Not reported	Q2 2025
HDHome Depot, Inc.	$2.35M	0.29%	0.00%	-11.7%	Q2 2025
DFAXGulf Resources, Inc.	$2.23M	0.28%	Not reported	+70.5%	Q2 2025
NEENextera Energy Inc	$2.05M	0.25%	0.00%	-0.6%	Q2 2025
WMTWalmart Inc.	$2.04M	0.25%	0.00%	-7.1%	Q4 2022
CSCOCisco Systems, Inc.	$2.04M	0.25%	0.00%	+13.2%	Q2 2025
DELLDell Technologies Inc.	$1.97M	0.25%	0.00%	+43.3%	Q2 2025
URIUnited Rentals, Inc.	$1.89M	0.23%	0.00%	Not reported	Q2 2025
CRMSalesforce, Inc.	$1.83M	0.23%	0.00%	+0.2%	Q2 2025
LMTLockheed Martin Corp	$1.83M	0.23%	0.00%	-1.1%	Q2 2025
LRNStride, Inc.	$1.82M	0.23%	0.03%	+19.6%	Q2 2025
CSXCSX Corp	$1.81M	0.23%	0.00%	-1.3%	Q2 2025
JNJJohnson & Johnson	$1.78M	0.22%	0.00%	-1.6%	Q2 2025
ORCLOracle Corp	$1.65M	0.21%	0.00%	+26.4%	Q4 2022
PGPROCTER & GAMBLE Co	$1.65M	0.21%	0.00%	-2.0%	Q3 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$1.65M	0.21%	Not reported	Not reported	Q1 2024
PFEPfizer Inc	$1.59M	0.20%	0.00%	-0.7%	Q4 2022
PMPhilip Morris International Inc.	$1.54M	0.19%	0.00%	-2.9%	Q2 2025
CVXChevron Corp	$1.54M	0.19%	0.00%	+5.9%	Q4 2022
WABWestinghouse Air Brake Technologies Corp	$1.52M	0.19%	0.00%	+40.8%	Q2 2025
ADBEAdobe Inc.	$1.49M	0.19%	0.00%	+7.7%	Q2 2025
MCDMcdonalds Corp	$1.47M	0.18%	0.00%	-1.0%	Q2 2025
WFCWells Fargo & Company	$1.45M	0.18%	0.00%	+22.3%	Q2 2024
COHRCoherent Corp.	$1.43M	0.18%	0.01%	+29.2%	Q2 2025

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