Arista Wealth Management, LLC has disclosed its latest investment holdings in a recent 13F filing, revealing a total value of approximately $934.6 million as of September 30, 2026. This update is significant as it showcases the company's investment strategy and its positioning within the competitive landscape of asset management.
Founded in Nevada, Arista Wealth Management, LLC operates in the financial services sector, focusing on wealth management and investment strategies. The company has been active in filing various forms with the SEC, including recent submissions such as the 13F-HR on October 29, 2026, and N-PX on August 25, 2026.
What the Filing Says
The filing indicates that Arista Wealth Management holds a total of 265 positions within its portfolio, with a significant emphasis on technology and consumer sectors. Notable investments include major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc., reflecting a strategic focus on growth-oriented assets. The total value of the holdings is reported at $934,643,892.
Impact
This filing may impact various stakeholders, including investors, analysts, and competitors in the asset management industry. The detailed breakdown of holdings provides insights into Arista's investment philosophy and market positioning, which could influence competitor strategies and investor decisions.
What's Next
The filing does not specify what happens next for Arista Wealth Management, but it is expected that the firm will continue to adjust its portfolio in response to market conditions and investment opportunities.
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