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Portfolio (Quarterly) Guide ↗

Ares Financial Consulting, LLC

· CIK 0002106717
13F Portfolio $127M AUM 1,066 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 198 New 280 Added 30 Reduced 27 Exited
Page 3 of 54  ·  1,066 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 16,398.0 $564K 0.44% $34.42 +7.7%
42 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 8,540.0 $556K 0.44% $65.14 +8.5%
43 XOM EXXON MOBIL CORP COM Energy 3,422.0 $550K 0.43% $160.78 -2.8%
44 SCHP SCHWAB US TIPS ETF 20,443.0 $543K 0.43% +16K +320.4% $26.56 +0.2%
45 IVV ISHARES CORE S&P 500 ETF 811.0 $534K 0.42% +22.0 +2.8% $657.95 +13.4%
46 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,086.0 $519K 0.41% +194.0 +21.8% $478.31
47 JPM JPMORGAN CHASE & CO COM Financial Services 1,693.0 $500K 0.39% +377.0 +28.6% $295.32 +2.6%
48 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 489.0 $488K 0.38% +114.0 +30.4% $997.16 +5.3%
49 AVDE AVANTIS INTERNATIONAL EQUITY ETF 5,642.0 $486K 0.38% $86.14 +5.5%
50 MCD MCDONALDS CORP COM Consumer Cyclical 1,385.0 $426K 0.33% +230.0 +19.9% $307.28 -7.5%
51 JNJ JOHNSON & JOHNSON COM Healthcare 1,720.0 $420K 0.33% +361.0 +26.6% $244.06 -5.1%
52 PG PROCTER & GAMBLE CO COM Consumer Defensive 2,884.0 $416K 0.33% +310.0 +12.0% $144.11 -1.2%
53 TIP ISHARES TIPS BOND ETF 3,624.0 $400K 0.31% +548.0 +17.8% $110.37 -0.0%
54 PSA PUBLIC STORAGE OPER CO COM Real Estate 1,311.0 $362K 0.28% $276.24 +9.6%
55 MO ALTRIA GROUP INC COM Consumer Defensive 5,491.0 $360K 0.28% +298.0 +5.7% $65.48 +12.6%
56 UPS UNITED PARCEL SVCS INC CL B Industrials 3,583.0 $351K 0.28% +200.0 +5.9% $97.92 +1.0%
57 LLY ELI LILLY & CO COM Healthcare 363.0 $347K 0.27% +171.0 +89.1% $954.71 +9.1%
58 VV VANGUARD LARGE-CAP ETF 1,125.0 $339K 0.27% $301.00 +13.5%
59 T AT&T INC COM Communication Services 11,202.0 $317K 0.25% +4K +57.3% $28.31 -11.9%
60 AMD ADVANCED MICRO DEVICES INC COM Technology 1,500.0 $315K 0.25% +730.0 +94.8% $210.18 +113.9%
Page 3 of 54  ·  1,066 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 26.3%
Financial Services 13.2%
Industrials 13.0%
Communication Services 12.9%
Consumer Cyclical 9.0%
Healthcare 7.8%
Consumer Defensive 6.2%
Energy 5.8%
Real Estate 2.7%
Utilities 1.5%