Arista Wealth Management, LLC
Top Portfolio Positions
190 positions ·
$279,166,600 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
73,378 | $18,622,602 | 6.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
26,597 | $17,297,092 | 6.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
40,425 | $11,891,418 | 4.26% | |
| NVDA |
Nvidia Corp
Technology
|
61,707 | $10,761,700 | 3.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
44,813 | $9,333,203 | 3.34% | |
| AVGO |
Broadcom Inc.
Technology
|
28,891 | $8,942,053 | 3.20% | |
| MSFT |
Microsoft Corp
Technology
|
23,880 | $8,839,659 | 3.17% | |
| GBFH |
GBank Financial Holdings Inc.
Financial Services
|
295,296 | $7,902,120 | 2.83% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
7,451 | $7,424,399 | 2.66% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,482 | $7,327,603 | 2.62% |
Portfolio Trend
14 quarters · across all stocks
Holdings in SPFI
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $510,006 | 12,172 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $472,273 | 12,172 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $470,447 | 12,172 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $438,678 | 12,172 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $403,136 | 12,172 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $422,977 | 12,172 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $412,874 | 12,172 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $328,644 | 12,172 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $325,722 | 12,172 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $352,501 | 12,172 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $321,827 | 12,172 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $273,991 | 12,172 | Shares | Sole | 2023-07-20 | |
| No 13F history on record for this holder in this stock. | ||||||