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Portfolio (Quarterly) Guide ↗

Ares Financial Consulting, LLC

· CIK 0002106717
13F Portfolio $105M AUM 895 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 895 New
Page 3 of 45  ·  895 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 8,539.0 $533K 0.51% NEW $62.47 +13.2%
42 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 6,142.0 $524K 0.50% NEW $85.37 +5.3%
43 PFE PFIZER INC COM Healthcare 21,026.0 $524K 0.50% NEW $24.90 +4.2%
44 DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF 18,740.0 $495K 0.47% NEW $26.42 +9.8%
45 AVDE AVANTIS INTERNATIONAL EQUITY ETF 5,635.0 $464K 0.44% NEW $82.32 +10.4%
46 BERKSHIRE HATHAWAY INC DEL CL B NEW 892.0 $448K 0.43% NEW $502.72
47 CVX CHEVRON CORP NEW COM Energy 2,806.0 $428K 0.41% NEW $152.39 +25.3%
48 JPM JPMORGAN CHASE & CO. COM Financial Services 1,316.0 $424K 0.40% NEW $322.34 -6.0%
49 META META PLATFORMS INC CL A Communication Services 636.0 $420K 0.40% NEW $660.15 -8.0%
50 XOM EXXON MOBIL CORP COM Energy 3,422.0 $412K 0.39% NEW $120.34 +29.9%
51 AVGO BROADCOM INC COM Technology 1,145.0 $396K 0.38% NEW $346.13 +19.8%
52 PG PROCTER & GAMBLE CO COM Consumer Defensive 2,574.0 $369K 0.35% NEW $143.32 -0.6%
53 VV VANGUARD LARGE-CAP ETF 1,125.0 $354K 0.34% NEW $314.80 +8.5%
54 MCD MCDONALDS CORP COM Consumer Cyclical 1,155.0 $353K 0.34% NEW $305.61 -7.0%
55 PSA PUBLIC STORAGE OPER CO COM Real Estate 1,311.0 $340K 0.32% NEW $259.50 +16.7%
56 TIP ISHARES TIPS BOND ETF 3,076.0 $338K 0.32% NEW $109.93 +0.4%
57 UPS UNITED PARCEL SVCS INC CL B Industrials 3,383.0 $336K 0.32% NEW $99.19 -0.3%
58 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 375.0 $324K 0.31% NEW $862.99 +21.7%
59 MO ALTRIA GROUP INC COM Consumer Defensive 5,193.0 $299K 0.28% NEW $57.66 +27.8%
60 VOE VANGUARD MID-CAP VALUE ETF 1,630.0 $289K 0.28% NEW $177.40 +8.6%
Page 3 of 45  ·  895 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 24.5%
Financial Services 21.1%
Industrials 14.5%
Consumer Cyclical 8.1%
Consumer Defensive 7.2%
Communication Services 7.1%
Healthcare 7.0%
Energy 4.7%
Real Estate 3.3%
Utilities 1.4%