Arista Wealth Management, LLC

All 13F Filings

Location
Las Vegas, NV
Most recent 13F
Q4 2025
Holdings value ($000)
813,227
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/9/2026 248 813,227 13F-HR Arista Wealth Management, LLC
Q3 2025 11/6/2025 271 803,792 13F-HR Arista Wealth Management, LLC
Q2 2025 7/29/2025 249 722,889 13F-HR Arista Wealth Management, LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 745.9 K 91.7% 6.198 K 0 6.198 K
ETFs 67.33 K 8.3% 3.233 K 0 3.233 K
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
2/9/2026
Total value ($000)
813,227
Holdings
248
QoQ value change ($000)
9,435 (1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.