Ares Financial Consulting, LLC: 13F holdings

CIK 21067172026Q2

Positions1,132
Reported value$143.7m
Filed2026-07-09

Change since last quarter

Positions1,132 (+66 vs prior quarter)
Reported value$143.7m (+9.7%)

Top 10 holdings

SecuritySharesValueWeight
VTI VANGUARD TOTAL STOCK MARKET ETF44,884$16.6m11.6%
USFR WISDOMTREE FLOATING RATE TREASURY FUND148,386$7.5m5.2%
DIMENSIONAL U.S. TARGETED VALUE ETF71,147$5.0m3.5%
NVDA NVIDIA CORPORATION COM22,819$4.6m3.2%
SCHB SCHWAB U.S. BROAD MARKET ETF155,953$4.5m3.1%
DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF108,404$4.5m3.1%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF100,765$4.2m2.9%
AVUS AVANTIS U.S. EQUITY ETF31,348$4.0m2.8%
STIP ISHARES 0-5 YEAR TIPS BOND ETF38,081$3.9m2.7%
LTPZ PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND68,277$3.5m2.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2106717")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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