Arkolith/Funds/Ares Financial Consulting, LLC

Ares Financial Consulting, LLC

CIK 2106717
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Ares Financial Consulting, LLC holds a diversified book of 1132 stocks worth $139.4M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Wisdomtree Floating Rate Tre. Their largest long position is Vanguard Total Stock MKT ETF at 12% of the equity book.

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Use Arkolith to show Ares Financial Consulting, LLC's latest
holdings, largest changes, and filing provenance.
Opened
110
new positions
Added to
238
existing
Trimmed
81
reduced
Sold out
42
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
41%
Top 20 holdings
58%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

37% mapped to company sectors

ETF / fund or unclassified
63%
Information Technology
16%
Financials
4%
Industrials
4%
Consumer Discretionary
4%
Health Care
3%
Materials
1%
Real Estate
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,132 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Total Stock Market ETF
ETF
$16.6M44.9K
11.9%
+1.6%
Added · +692 sh
2Wisdomtree Floating Rate Treasury Fund
ETF
$7.5M148.4K
5.4%
−5.4%
Reduced · −9K sh
3Dimensional U.S. Targeted Value ETF
ETF
$5.0M71.1K
3.6%
+0.6%
Added · +424 sh
4Nvidia Corporation Com
Stock
$4.6M22.8K
3.3%
+1.5%
Added · +340 sh
5Dimensional Inflation-Protected Securities ETF
ETF
$4.5M108.4K
3.2%
+3.7%
Added · +4K sh
6Dimensional International Core Equity Market ETF
ETF
$4.2M100.8K
3.0%
−6.2%
Reduced · −7K sh
7Avantis U.S. Equity ETF
ETF
$4.0M31.3K
2.9%
−8.5%
Reduced · −3K sh
8Ishares 0-5 Year Tips Bond ETF
ETF
$3.9M38.1K
2.8%
+8.4%
Added · +3K sh
9Pimco 15 Year US Tips Index Exchange-Traded Fund
ETF
$3.5M68.3K
2.5%
+19%
Added · +11K sh
10Alphabet Inc Cap STK CL C
Stock
$3.4M9.6K
2.4%
−0.4%
Reduced · −39 sh
11Dimensional U.S. Core Equity 2 ETF
ETF
$3.0M66.6K
2.1%
−7.1%
Reduced · −5K sh
12Apple Inc Com
Stock
$2.7M9.5K
2.0%
+1.0%
Added · +92 sh
13Vanguard Total International Stock ETF
ETF
$2.7M32.0K
2.0%
+0.9%
Added · +288 sh
14Saba Closed End Funds ETF
ETF
$2.7M105.9K
1.9%
−4.1%
Reduced · −5K sh
15Dimensional International Core Equity 2 ETF
ETF
$2.6M70.5K
1.9%
+19%
Added · +11K sh
16Alphabet Inc Cap STK CL A
Stock
$2.1M5.9K
1.5%
−0.8%
Reduced · −47 sh
17Freedom 100 Emerging Markets ETF
ETF
$2.1M29.0K
1.5%
+16%
Added · +4K sh
18Ishares Core S&P Total U.S. Stock Market ETF
ETF
$1.9M11.6K
1.4%
+0.3%
Added · +32 sh
19Microsoft Corp Com
Stock
$1.9M5.1K
1.4%
−2.1%
Reduced · −112 sh
20Invesco QQQ Trust Series I
ETF
$1.6M2.2K
1.1%
+5.2%
Added · +107 sh
21Vanguard Intermediate-Term Treasury ETF
ETF
$1.4M24.0K
1.0%
−10%
Reduced · −3K sh
22RTX Corporation Com
Stock
$1.4M7.4K
1.0%
+0.2%
Added · +13 sh
23Amazon Com Inc Com
Stock
$1.3M5.3K
0.9%
+0.5%
Added · +25 sh
24Vanguard Short-Term Inflation-Protected Securities ETF
ETF
$1.2M24.4K
0.9%
−21%
Reduced · −7K sh
25Invesco Nasdaq 100 ETF
ETF
$1.1M3.7K
0.8%
+0.1%
Added · +4 sh
26Dimensional US Core Equity Market ETF
ETF
$1.1M21.1K
0.8%
−30%
Reduced · −9K sh
27Dimensional Core Fixed Income ETF
ETF
$1.0M23.8K
0.7%
Held
28Tesla Inc Com
Stock
$967K2.3K
0.7%
Held
29Vanguard Short-Term Treasury ETF
ETF
$879K15.1K
0.6%
+19%
Added · +2K sh
30Advanced Micro Devices Inc Com
Stock
$872K1.5K
0.6%
+0.1%
Added · +1 sh
31Vanguard S&P 500 ETF
ETF
$837K1.2K
0.6%
+3.7%
Added · +44 sh
32Dimensional Global Real Estate ETF
ETF
$806K27.8K
0.6%
+7.5%
Added · +2K sh
33Northrop Grumman Corp Com
Stock
$803K1.6K
0.6%
−1.5%
Reduced · −24 sh
34SPDR Gold Minishares Trust Of Beneficial Interest
ETF
$801K10.1K
0.6%
+33%
Added · +2K sh
35Walmart Inc Com
Stock
$740K6.5K
0.5%
~0%
Added · +1 sh
36Broadcom Inc Com
Stock
$717K1.9K
0.5%
Held
37Imgp Dbi Managed Futures Strategy ETF
ETF
$690K22.5K
0.5%
−28%
Reduced · −9K sh
38Dimensional International Value ETF
ETF
$630K11.7K
0.5%
+1.3%
Added · +153 sh
39Vanguard Ftse Developed Markets ETF
ETF
$615K8.6K
0.4%
+1.1%
Added · +95 sh
40Dimensional World Ex U.S. Core Equity 2 ETF
ETF
$610K16.6K
0.4%
+1.0%
Added · +172 sh
41Ishares Core S&P 500 ETF
ETF
$609K813
0.4%
+0.2%
Added · +2 sh
42State Street SPDR S&P 500 ETF
ETF
$607K813
0.4%
+153%
Added · +492 sh
43Meta Platforms Inc CL A
Stock
$603K1.1K
0.4%
+2.4%
Added · +25 sh
44JPMorgan Chase & Co Com
Stock
$554K1.7K
0.4%
Held
45Berkshire Hathaway Inc Del CL B New
Stock
$552K1.1K
0.4%
+1.6%
Added · +17 sh
46Schwab US Tips ETF
ETF
$547K20.7K
0.4%
+1.0%
Added · +211 sh
47Pfizer Inc Com
Stock
$538K22.3K
0.4%
−0.2%
Reduced · −43 sh
48Chevron Corporation Com
Stock
$536K3.2K
0.4%
+0.8%
Added · +25 sh
49Avantis International Equity ETF
ETF
$535K6.0K
0.4%
+6.3%
Added · +353 sh
50ExxonMobil Holdings Corp Com SHS
Stock
$468K3.4K
0.3%
New
New position
Showing 50 of 1,132 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 20261,132$139.4M13F-HR
Q1 2026Mar 31, 2026Apr 2, 20261,066$127.3M13F-HR
Q4 2025Dec 31, 2025Jan 30, 2026895$105.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.