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Portfolio (Quarterly) Guide ↗

Ares Financial Consulting, LLC

· CIK 0002106717
13F Portfolio $139M AUM 1,132 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 110 New 211 Added 79 Reduced 44 Exited
Page 2 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,103.0 $552K 0.40% +17.0 +1.6% $500.19
22 SCHP SCHWAB US TIPS ETF 20,654.0 $547K 0.39% +211.0 +1.0% $26.50 -2.1%
23 CVX CHEVRON CORPORATION COM Energy 3,231.0 $536K 0.38% +25.0 +0.8% $165.75 +21.8%
24 AVDE AVANTIS INTERNATIONAL EQUITY ETF 5,995.0 $535K 0.38% +353.0 +6.3% $89.21 +5.2%
25 JNJ JOHNSON & JOHNSON COM Healthcare 1,799.0 $457K 0.33% +79.0 +4.6% $253.91 +5.6%
26 LLY ELI LILLY & CO COM Healthcare 379.0 $455K 0.33% +16.0 +4.4% $1199.76 -2.2%
27 PG PROCTER & GAMBLE CO COM Consumer Defensive 2,943.0 $432K 0.31% +59.0 +2.0% $146.62 -2.0%
28 PSA PUBLIC STORAGE COM Real Estate 1,318.0 $420K 0.30% +7.0 +0.5% $318.31 -1.5%
29 UPS UNITED PARCEL SVCS INC CL B Industrials 3,609.0 $388K 0.28% +26.0 +0.7% $107.50 -2.0%
30 GOVT ISHARES U.S. TREASURY BOND ETF 15,722.0 $358K 0.26% +3K +21.4% $22.78 -1.4%
31 MU MICRON TECHNOLOGY INC COM Technology 275.0 $317K 0.23% +70.0 +34.1% $1154.29 -19.2%
32 IWF ISHARES RUSSELL 1000 GROWTH ETF 2,152.0 $267K 0.19% +2K +300.0% $124.15 -1.1%
33 CSCO CISCO SYS INC COM Technology 2,252.0 $265K 0.19% +24.0 +1.1% $117.46 -6.4%
34 EDV VANGUARD EXTENDED DURATION TREASURY ETF 3,835.0 $250K 0.18% +84.0 +2.2% $65.09 -6.8%
35 ABBV ABBVIE INC COM Healthcare 980.0 $247K 0.18% +58.0 +6.3% $251.59 +1.5%
36 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,000.0 $237K 0.17% +5.0 +0.5% $236.52 +2.8%
37 T AT&T INC COM Communication Services 11,335.0 $235K 0.17% +133.0 +1.2% $20.70 +25.7%
38 O REALTY INCOME CORP COM Real Estate 3,453.0 $214K 0.15% +37.0 +1.1% $61.96 +0.0%
39 SNDK SANDISK CORP COM Technology 93.0 $211K 0.15% +65.0 +232.1% $2273.73 -34.7%
40 BND VANGUARD TOTAL BOND MARKET ETF 2,709.0 $199K 0.14% +373.0 +16.0% $73.42 -1.5%
Page 2 of 11  ·  211 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 31.4%
Financial Services 15.4%
Industrials 12.9%
Consumer Cyclical 9.2%
Healthcare 8.3%
Communication Services 7.0%
Consumer Defensive 6.0%
Energy 4.1%
Real Estate 2.9%
Utilities 1.5%