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Paul L. Moffat

Arista Wealth Management, Llc

Assets Managed
$926.659M
Holdings
266
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
12.8%(2Q avg: 6.91%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Arista Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 266 positions.

Assets under management

The assets under management (AUM) of Arista Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 926.659M in assets, with a quarterly growth rate of 12.8% and a 2-quarter average growth rate of 6.91%. The portfolio is managed by Paul L. Moffat, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 1.74%
11.75%
$108.796M
2.105M shares@ $51.69 avg price
VOOG
Vanguard S&p 500 Growth Etf
Recent Activity
Increased 486.01%
9.41%
$87.131M
1.055M shares@ $82.63 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 2.31%
9.01%
$83.473M
2.152M shares@ $38.79 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 3.92%
5.47%
$50.677M
613,150 shares@ $82.65 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 3.17%
4.8%
$44.432M
1.077M shares@ $41.26 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 3.12%
3.86%
$35.745M
614,178 shares@ $58.2 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 4.57%
2.98%
$27.594M
467,858 shares@ $58.98 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 3.59%
2.77%
$25.661M
638,179 shares@ $40.22 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 500%
2.75%
$25.425M
295,158 shares@ $86.14 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.5%
2.24%
$20.701M
71,540 shares@ $289.36 avg price

1-10 of 266