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Portfolio (Quarterly) Guide ↗

Ariadne Wealth Management, LP

· CIK 0002034793
13F Portfolio $226M AUM 254 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 48 Added 97 Reduced 38 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVDE AMERICAN CENTY ETF TR 73,451.0 $6.6M 2.90% +410.0 +0.6% $89.20 +6.0%
2 DFAC DIMENSIONAL ETF TRUST 144,370.0 $6.4M 2.83% +3K +2.3% $44.36 +3.1%
3 DFIC DIMENSIONAL ETF TRUST 151,691.0 $5.7M 2.50% +2K +1.1% $37.26 +5.9%
4 AAPL APPLE INC Technology 16,019.0 $4.6M 2.05% +6K +55.2% $289.37 +10.6%
5 AVDV AMERICAN CENTY ETF TR 41,526.0 $4.3M 1.89% +382.0 +0.9% $103.05 +10.4%
6 AVEM AMERICAN CENTY ETF TR 33,693.0 $3.3M 1.44% +508.0 +1.5% $96.49 +0.3%
7 DFIS DIMENSIONAL ETF TRUST 91,512.0 $3.2M 1.42% +492.0 +0.5% $35.03 +7.6%
8 AVUV AMERICAN CENTY ETF TR 22,325.0 $2.8M 1.23% +270.0 +1.2% $124.76 +1.7%
9 DFAS DIMENSIONAL ETF TRUST 29,773.0 $2.5M 1.08% +245.0 +0.8% $82.34 -0.2%
10 DFEM DIMENSIONAL ETF TRUST 45,888.0 $1.9M 0.82% +1K +3.1% $40.64 +0.9%
11 AVEE AMERICAN CENTY ETF TR 26,831.0 $1.9M 0.82% +381.0 +1.4% $69.32 +2.0%
12 TOTL SSGA ACTIVE ETF TR 44,951.0 $1.8M 0.79% +3K +6.2% $39.47 -2.4%
13 KLAC KLA CORP Technology 4,770.0 $1.4M 0.64% +4K +800.0% $301.71 -38.5%
14 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,011.0 $1.4M 0.64% +197.0 +7.0% $477.57 -10.2%
15 ABBV ABBVIE INC Healthcare 5,565.0 $1.4M 0.62% +898.0 +19.2% $251.65 +1.9%
16 HD HOME DEPOT INC Consumer Cyclical 3,742.0 $1.3M 0.58% +241.0 +6.9% $352.65 -9.0%
17 JPM JPMORGAN CHASE & CO Financial Services 3,927.0 $1.3M 0.57% +432.0 +12.4% $327.33 +9.6%
18 BERKSHIRE HATHAWAY INC DEL 2,482.0 $1.2M 0.55% +325.0 +15.1% $500.47
19 AMAT APPLIED MATLS INC Technology 1,697.0 $1.2M 0.54% +12.0 +0.7% $723.00 -37.1%
20 VCSH VANGUARD SCOTTSDALE FDS 11,393.0 $900K 0.40% +400.0 +3.6% $79.03 -1.1%
Page 1 of 3  ·  48 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 40.8%
Financial Services 18.2%
Healthcare 9.7%
Industrials 8.5%
Consumer Cyclical 8.0%
Communication Services 7.8%
Consumer Defensive 2.3%
Utilities 2.0%
Energy 1.4%
Basic Materials 1.1%