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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 4 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EEM ISHARES MSCI EMERGING MARKETS ETF 1,776.0 $121K 0.09% +9.0 +0.5% $68.40 -1.8%
62 WFC WELLS FARGO & CO COM Financial Services 1,462.0 $121K 0.09% +84.0 +6.1% $82.62 +4.9%
63 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 668.0 $119K 0.09% +642.0 +2469.2% $178.24 +15.4%
64 GE GE AEROSPACE COM NEW Industrials 316.0 $118K 0.09% +51.0 +19.2% $374.25 -8.5%
65 TRV TRAVELERS COMPANIES INC COM Financial Services 354.0 $117K 0.08% +9.0 +2.6% $330.02 +12.1%
66 GLW CORNING INC COM Technology 444.0 $113K 0.08% +60.0 +15.6% $255.43 -41.7%
67 AMGN AMGEN INC COM Healthcare 310.0 $112K 0.08% +9.0 +3.0% $362.12 +19.4%
68 SDCI USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND 4,152.0 $110K 0.08% +4K +538.8% $26.44 +13.7%
69 PM PHILIP MORRIS INTL INC COM Consumer Defensive 594.0 $107K 0.08% +27.0 +4.8% $180.91 +6.1%
70 OUNZ VANECK MERK GOLD ETF Financial Services 2,701.0 $104K 0.07% +93.0 +3.6% $38.59 +11.1%
71 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 2,213.0 $100K 0.07% +14.0 +0.6% $45.35 -5.8%
72 DIS DISNEY WALT CO COM Communication Services 1,041.0 $100K 0.07% +34.0 +3.4% $96.25 +12.3%
73 NEE NEXTERA ENERGY INC COM Utilities 1,086.0 $95K 0.07% +37.0 +3.5% $87.74 -6.7%
74 SDY STATE STREET SPDR S&P DIVIDEND ETF 620.0 $94K 0.07% +4.0 +0.7% $152.20 +3.5%
75 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 3,324.0 $86K 0.06% +2K +104.3% $25.95 +32.2%
76 VGLT VANGUARD LONG-TERM TREASURY ETF 1,558.0 $86K 0.06% +18.0 +1.2% $55.19 -3.6%
77 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1,079.0 $85K 0.06% +12.0 +1.1% $79.06 -0.7%
78 BA BOEING CO COM Industrials 388.0 $84K 0.06% +83.0 +27.2% $216.47 -3.1%
79 EFG ISHARES MSCI EAFE GROWTH ETF 647.0 $81K 0.06% +5.0 +0.8% $124.46 +0.5%
80 CVS CVS HEALTH CORP COM Healthcare 752.0 $78K 0.06% +36.0 +5.0% $103.45 -10.0%
Page 4 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%