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Portfolio (Quarterly) Guide ↗

Arista Wealth Management, LLC

· CIK 0001964758
13F Portfolio $927M AUM 266 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 266 New
Page 14 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TFI SPDR SERIES TRUST 4,662.0 $214K 0.02% NEW $45.80 -2.1%
262 PSX PHILLIPS 66 Energy 1,263.0 $214K 0.02% NEW $169.05 +42.4%
263 SHEL SHELL PLC Energy 2,695.0 $209K 0.02% NEW $77.54 +18.6%
264 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 8,000.0 $208K 0.02% NEW $26.00 +10.7%
265 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 10,961.0 $176K 0.02% NEW $16.03 +13.0%
266 FS SPECIALTY LENDING FD 12,020.0 $134K 0.01% NEW $11.15
Page 14 of 14  ·  266 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.5%
Financial Services 19.3%
Healthcare 8.9%
Industrials 8.8%
Consumer Cyclical 7.9%
Communication Services 6.6%
Consumer Defensive 6.4%
Energy 5.4%
Basic Materials 1.6%
Utilities 1.3%