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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 9 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CENX CENTURY ALUM CO Basic Materials 11,770.0 $542K 0.06% NEW $46.01 +2.4%
162 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 12,172.0 $524K 0.06% NEW $43.09 +5.3%
163 ANET ARISTA NETWORKS INC Technology 3,079.0 $523K 0.06% NEW $169.88 +18.8%
164 BTI BRITISH AMERN TOB PLC Consumer Defensive 8,400.0 $519K 0.06% NEW $61.76 -9.8%
165 DELL DELL TECHNOLOGIES INC Technology 1,193.0 $515K 0.06% NEW $431.46 +11.2%
166 XLI SELECT SECTOR SPDR TR 2,777.0 $514K 0.06% NEW $185.23 +0.6%
167 DDOG DATADOG INC Technology 1,966.0 $512K 0.06% NEW $260.36 -5.0%
168 MO ALTRIA GROUP INC Consumer Defensive 6,897.0 $496K 0.05% NEW $71.95 -11.1%
169 WLDN WILLDAN GROUP INC Industrials 6,214.0 $492K 0.05% NEW $79.10 +5.5%
170 DIS DISNEY WALT CO Communication Services 5,096.0 $490K 0.05% NEW $96.24 +7.6%
171 AZN ASTRAZENECA PLC Healthcare 2,536.0 $481K 0.05% NEW $189.62 -17.3%
172 NVO NOVO-NORDISK A S Healthcare 10,000.0 $479K 0.05% NEW $47.94 -6.4%
173 MET METLIFE INC Financial Services 5,645.0 $478K 0.05% NEW $84.62 +14.3%
174 CVNA CARVANA CO Consumer Cyclical 7,255.0 $478K 0.05% NEW $65.82 +6.5%
175 SANM SANMINA CORP Technology 1,840.0 $466K 0.05% NEW $253.08 -14.2%
176 SNDK SANDISK CORP Technology 201.0 $457K 0.05% NEW $2273.73 -21.4%
177 PEP PEPSICO INC Consumer Defensive 3,353.0 $454K 0.05% NEW $135.40 +2.1%
178 THC TENET HEALTHCARE CORP Healthcare 2,418.0 $452K 0.05% NEW $187.08 +41.4%
179 SNPS SYNOPSYS INC Technology 1,000.0 $446K 0.05% NEW $446.07 -7.4%
180 XLY SELECT SECTOR SPDR TR 3,740.0 $439K 0.05% NEW $117.28 -0.5%
Page 9 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%