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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 57  ·  1,132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOVT ISHARES U.S. TREASURY BOND ETF 15,722.0 $358K 0.26% +3K +21.4% $22.78 -1.4%
62 TIP ISHARES TIPS BOND ETF 3,003.0 $329K 0.24% -621.0 -17.1% $109.44 -2.3%
63 VOE VANGUARD MID-CAP VALUE ETF 1,631.0 $322K 0.23% $197.57 +5.2%
64 MU MICRON TECHNOLOGY INC COM Technology 275.0 $317K 0.23% +70.0 +34.1% $1154.29 -19.2%
65 V VISA INC COM CL A Financial Services 915.0 $314K 0.23% $343.14 +11.2%
66 VBR VANGUARD SMALL CAP VALUE ETF 1,237.0 $301K 0.22% $242.96 +1.6%
67 AVRE AVANTIS REAL ESTATE ETF 6,046.0 $286K 0.21% $47.38 +0.6%
68 IWF ISHARES RUSSELL 1000 GROWTH ETF 2,152.0 $267K 0.19% +2K +300.0% $124.15 -1.1%
69 CSCO CISCO SYS INC COM Technology 2,252.0 $265K 0.19% +24.0 +1.1% $117.46 -6.4%
70 TRGP TARGA RES CORP COM Energy 966.0 $259K 0.19% $268.14 +7.3%
71 CARR CARRIER GLOBAL CORPORATION COM Industrials 3,490.0 $256K 0.18% $73.35 -19.9%
72 EDV VANGUARD EXTENDED DURATION TREASURY ETF 3,835.0 $250K 0.18% +84.0 +2.2% $65.09 -6.8%
73 DFAS DIMENSIONAL U.S. SMALL CAP ETF 3,021.0 $249K 0.18% $82.34 -0.3%
74 ABBV ABBVIE INC COM Healthcare 980.0 $247K 0.18% +58.0 +6.3% $251.59 +1.5%
75 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,000.0 $237K 0.17% +5.0 +0.5% $236.52 +2.8%
76 T AT&T INC COM Communication Services 11,335.0 $235K 0.17% +133.0 +1.2% $20.70 +25.7%
77 SCHF SCHWAB INTERNATIONAL EQUITY ETF 8,467.0 $235K 0.17% $27.70 +2.2%
78 AVIG AVANTIS CORE FIXED INCOME ETF 5,636.0 $233K 0.17% -570.0 -9.2% $41.41 -1.6%
79 LRCX LAM RESEARCH CORP COM NEW Technology 530.0 $230K 0.17% $433.33 -30.3%
80 AMAT APPLIED MATLS INC COM Technology 300.0 $217K 0.16% $723.00 -36.1%
Page 4 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%