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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 3 of 57  ·  1,132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVV ISHARES CORE S&P 500 ETF 813.0 $609K 0.44% $748.91 +3.2%
42 SPY STATE STREET SPDR S&P 500 ETF Financial Services 813.0 $607K 0.44% +492.0 +153.3% $747.00 +3.0%
43 META META PLATFORMS INC CL A Communication Services 1,070.0 $603K 0.43% +25.0 +2.4% $563.47 +2.6%
44 JPM JPMORGAN CHASE & CO COM Financial Services 1,693.0 $554K 0.40% $327.27 +9.3%
45 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,103.0 $552K 0.40% +17.0 +1.6% $500.19
46 SCHP SCHWAB US TIPS ETF 20,654.0 $547K 0.39% +211.0 +1.0% $26.50 -2.1%
47 PFE PFIZER INC COM Healthcare 22,342.0 $538K 0.39% $24.08 +16.1%
48 CVX CHEVRON CORPORATION COM Energy 3,231.0 $536K 0.38% +25.0 +0.8% $165.75 +21.8%
49 AVDE AVANTIS INTERNATIONAL EQUITY ETF 5,995.0 $535K 0.38% +353.0 +6.3% $89.21 +5.2%
50 EXXONMOBIL HOLDINGS CORP COM SHS 3,422.0 $468K 0.34% NEW $136.72
51 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 489.0 $458K 0.33% $936.05 +1.0%
52 JNJ JOHNSON & JOHNSON COM Healthcare 1,799.0 $457K 0.33% +79.0 +4.6% $253.91 +5.6%
53 LLY ELI LILLY & CO COM Healthcare 379.0 $455K 0.33% +16.0 +4.4% $1199.76 -2.2%
54 PG PROCTER & GAMBLE CO COM Consumer Defensive 2,943.0 $432K 0.31% +59.0 +2.0% $146.62 -2.0%
55 PSA PUBLIC STORAGE COM Real Estate 1,318.0 $420K 0.30% +7.0 +0.5% $318.31 -1.5%
56 ASML ASML HLDG NV N Y REGISTRY SHS Technology 204.0 $406K 0.29% $1989.44 -14.7%
57 MO ALTRIA GROUP INC COM Consumer Defensive 5,506.0 $396K 0.28% $71.95 -4.6%
58 UPS UNITED PARCEL SVCS INC CL B Industrials 3,609.0 $388K 0.28% +26.0 +0.7% $107.50 -2.0%
59 VV VANGUARD LARGE-CAP ETF 1,125.0 $387K 0.28% $343.91 +3.1%
60 MCD MCDONALDS CORP COM Consumer Cyclical 1,347.0 $364K 0.26% -38.0 -2.7% $270.30 -2.0%
Page 3 of 57  ·  1,132 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%