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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 7 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IEMG ISHARES INC 10,097.0 $836K 0.09% NEW $82.84 -3.2%
122 APG API GROUP CORP Industrials 19,125.0 $810K 0.09% NEW $42.35 +3.0%
123 APP APPLOVIN CORP Technology 1,567.0 $807K 0.09% NEW $515.23 -38.9%
124 VSEC VSE CORP Industrials 3,464.0 $792K 0.09% NEW $228.50 +2.2%
125 ALL ALLSTATE CORP Financial Services 3,324.0 $791K 0.09% NEW $237.94 +11.0%
126 CNC CENTENE CORP DEL Healthcare 12,307.0 $790K 0.09% NEW $64.19 +2.5%
127 NXPI NXP SEMICONDUCTORS N V Technology 2,809.0 $789K 0.09% NEW $281.03 -19.9%
128 ITOT ISHARES TR 4,796.0 $788K 0.09% NEW $164.27 +2.6%
129 VWO VANGUARD INTL EQUITY INDEX F 12,531.0 $748K 0.08% NEW $59.69 +0.2%
130 AVUV AMERICAN CENTY ETF TR 5,966.0 $744K 0.08% NEW $124.77 +2.3%
131 FLEX FLEX LTD Technology 4,541.0 $736K 0.08% NEW $162.07 -25.2%
132 PAYX PAYCHEX INC Industrials 7,464.0 $734K 0.08% NEW $98.33 +24.0%
133 AEP AMERICAN ELEC PWR CO INC Utilities 5,272.0 $721K 0.08% NEW $136.81 -6.8%
134 DLR DIGITAL RLTY TR INC Real Estate 3,972.0 $713K 0.08% NEW $179.58 +10.2%
135 NFLX NETFLIX INC. Communication Services 9,786.0 $699K 0.07% NEW $71.40 +9.6%
136 GD GENERAL DYNAMICS CORP Industrials 1,968.0 $697K 0.07% NEW $354.22 +11.4%
137 BAC BANK OF AMER CORP Financial Services 12,220.0 $696K 0.07% NEW $56.98 +12.7%
138 LITE LUMENTUM HLDGS INC Technology 801.0 $687K 0.07% NEW $858.06 +4.9%
139 LULU LULULEMON ATHLETICA INC Consumer Cyclical 6,009.0 $686K 0.07% NEW $114.18 +4.8%
140 DFAT DIMENSIONAL ETF TRUST 9,636.0 $674K 0.07% NEW $69.90 +3.1%
Page 7 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%