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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 4 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADI ANALOG DEVICES INC Technology 4,647.0 $1.8M 0.20% NEW $397.20 -1.7%
62 COHR COHERENT CORP Technology 4,663.0 $1.8M 0.20% NEW $394.48 -11.0%
63 DFCF DIMENSIONAL ETF TRUST 43,088.0 $1.8M 0.20% NEW $42.21 -1.4%
64 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 6,070.0 $1.8M 0.19% NEW $291.17 -10.8%
65 PM PHILIP MORRIS INTL INC Consumer Defensive 9,546.0 $1.7M 0.19% NEW $180.91 +2.0%
66 PFE PFIZER INC Healthcare 71,676.0 $1.7M 0.19% NEW $24.08 +11.6%
67 CLS CELESTICA INC Technology 4,714.0 $1.7M 0.19% NEW $364.80 -6.7%
68 IXUS ISHARES TR 17,805.0 $1.7M 0.18% NEW $95.44 +2.8%
69 CB CHUBB LIMITED Financial Services 4,771.0 $1.6M 0.17% NEW $340.74 +0.0%
70 CVX CHEVRON CORPORATION Energy 9,775.0 $1.6M 0.17% NEW $165.76 +22.3%
71 SDVY FIRST TR EXCHANGE TRADED FD 37,284.0 $1.6M 0.17% NEW $43.14 +3.2%
72 CIEN CIENA CORP Technology 3,275.0 $1.6M 0.17% NEW $490.56 -9.3%
73 EWJ ISHARES INC 16,541.0 $1.5M 0.17% NEW $93.27 +5.3%
74 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,648.0 $1.5M 0.17% NEW $330.46 -1.3%
75 ADBE ADOBE INC Technology 7,491.0 $1.5M 0.17% NEW $205.02 +23.9%
76 MPWR MONOLITHIC PWR SYS INC Technology 1,106.0 $1.5M 0.17% NEW $1382.36 +2.4%
77 IWF ISHARES TR 12,304.0 $1.5M 0.17% NEW $124.17 +0.7%
78 IDEV ISHARES TR 16,767.0 $1.5M 0.16% NEW $89.01 +4.9%
79 HD HOME DEPOT INC Consumer Cyclical 4,085.0 $1.4M 0.15% NEW $352.68 -4.2%
80 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,858.0 $1.4M 0.15% NEW $501.36 +16.8%
Page 4 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%