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Ares Financial Consulting

Latest statistics and disclosures from Ares Financial Consulting's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, USFR, DFAT, NVDA, DFIP, and represent 27.33% of Ares Financial Consulting's stock portfolio.
Added to shares of these 10 stocks: LTPZ, Exxon Mobil Corp, DFIC, SPY, STIP, FRDM, VTI, IWF, GLDM, KLAC.
Started 110 new stock positions in CSL, ARKW, WMG, Keel Infrastructure Corp, JBIO, AVB, OLED, TVTX, AZN, WSC.
Reduced shares in these 10 stocks: , DFAU, USFR, AVUS, VTIP, DFAI, DBMF, DFAC, VEU, VGIT.
Sold out of its positions in Air Lease Corp, AMWD, APO, APLD, CTRA, CPB, CCL, CHTR, CIFR, CRCL.
Ares Financial Consulting was a net buyer of stock by $1.5M.
Ares Financial Consulting has $139M in assets under management (AUM), dropping by 9.51%.
Central Index Key (CIK): 0002106717

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Portfolio Holdings for Ares Financial Consulting

Ares Financial Consulting holds 1132 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Ares Financial Consulting has 1132 total positions. Only the first 250 positions are shown.

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Download the Ares Financial Consulting June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Etf (VTI)	11.9	$17M		45k	370.04	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	5.4	$7.5M	-5%	148k	50.35	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	3.6	$5.0M		71k	69.90	View chart
Nvidia Corporation Stock (NVDA)	3.3	$4.6M		23k	200.09	View chart
Dimensional Inflation-protected Securities Etf Etf (DFIP)	3.2	$4.5M	+3%	108k	41.25	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	3.0	$4.2M	-6%	101k	41.25	View chart
Avantis U.s. Equity Etf Etf (AVUS)	2.9	$4.0M	-8%	31k	128.08	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	2.8	$3.9M	+8%	38k	102.16	View chart
Pimco 15 Year Us Tips Index Exchange-traded Fund Etf (LTPZ)	2.5	$3.5M	+19%	68k	50.65	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.4	$3.4M		9.6k	353.31	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	2.1	$3.0M	-7%	67k	44.36	View chart
Apple Stock (AAPL)	2.0	$2.7M		9.5k	289.37	View chart
Vanguard Total International Stock Etf Etf (VXUS)	2.0	$2.7M		32k	85.49	View chart
Saba Closed End Funds Etf Etf (CEFS)	1.9	$2.7M	-4%	106k	25.64	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	1.9	$2.6M	+19%	71k	37.26	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.5	$2.1M		5.9k	357.40	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	1.5	$2.1M	+15%	29k	72.90	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	1.4	$1.9M		12k	164.27	View chart
Microsoft Corp Stock (MSFT)	1.4	$1.9M	-2%	5.1k	373.03	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.1	$1.6M	+5%	2.2k	736.29	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	1.0	$1.4M	-10%	24k	58.98	View chart
Rtx Corporation Stock (RTX)	1.0	$1.4M		7.4k	189.72	View chart
Amazon Stock (AMZN)	0.9	$1.3M		5.3k	238.32	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.9	$1.2M	-21%	24k	50.23	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.8	$1.1M		3.7k	302.97	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.8	$1.1M	-29%	21k	51.69	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.7	$1.0M		24k	42.21	View chart
Tesla Stock (TSLA)	0.7	$967k		2.3k	420.60	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.6	$880k	+19%	15k	58.20	View chart
Advanced Micro Devices Stock (AMD)	0.6	$872k		1.5k	580.83	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$837k	+3%	1.2k	686.96	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	0.6	$806k	+7%	28k	28.97	View chart
Northrop Grumman Corp Stock (NOC)	0.6	$803k		1.6k	509.29	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.6	$801k	+32%	10k	79.42	View chart
Walmart Stock (WMT)	0.5	$740k		6.5k	113.27	View chart
Broadcom Stock (AVGO)	0.5	$717k		1.9k	377.80	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	0.5	$690k	-27%	23k	30.61	View chart
Dimensional International Value Etf Etf (DFIV)	0.5	$630k		12k	54.02	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.4	$615k		8.6k	71.25	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.4	$610k		17k	36.84	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$609k		813.00	748.91	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$607k	+153%	813.00	747.00	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$603k	+2%	1.1k	563.47	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$554k		1.7k	327.27	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$552k		1.1k	500.19	View chart
Schwab Us Tips Etf Etf (SCHP)	0.4	$547k		21k	26.50	View chart
Pfizer Stock (PFE)	0.4	$538k		22k	24.08	View chart
Chevron Corporation Stock (CVX)	0.4	$536k		3.2k	165.75	View chart
Avantis International Equity Etf Etf (AVDE)	0.4	$535k	+6%	6.0k	89.21	View chart
Exxonmobil Holdings Corp Stock	0.3	$468k	NEW	3.4k	136.72	View chart
Costco Wholesale Corporation Stock (COST)	0.3	$458k		489.00	936.05	View chart
Johnson & Johnson Stock (JNJ)	0.3	$457k	+4%	1.8k	253.91	View chart
Eli Lilly & Co Stock (LLY)	0.3	$455k	+4%	379.00	1199.76	View chart
Procter & Gamble Stock (PG)	0.3	$432k	+2%	2.9k	146.62	View chart
Public Storage Reit (PSA)	0.3	$420k		1.3k	318.31	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.3	$406k		204.00	1989.44	View chart
Altria Group Stock (MO)	0.3	$396k		5.5k	71.95	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.3	$388k		3.6k	107.50	View chart
Vanguard Large-cap Etf Etf (VV)	0.3	$387k		1.1k	343.91	View chart
Mcdonalds Corp Stock (MCD)	0.3	$364k	-2%	1.3k	270.30	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.3	$358k	+21%	16k	22.78	View chart
Ishares Tips Bond Etf Etf (TIP)	0.2	$329k	-17%	3.0k	109.44	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.2	$322k		1.6k	197.57	View chart
Micron Technology Stock (MU)	0.2	$317k	+34%	275.00	1154.29	View chart
Visa Inc Com Cl A Stock (V)	0.2	$314k		915.00	343.14	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$301k		1.2k	242.96	View chart
Avantis Real Estate Etf Etf (AVRE)	0.2	$287k		6.0k	47.38	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$267k	+300%	2.2k	124.15	View chart
Cisco Sys Stock (CSCO)	0.2	$265k		2.3k	117.46	View chart
Targa Res Corp Stock (TRGP)	0.2	$259k		966.00	268.14	View chart
Carrier Global Corporation Stock (CARR)	0.2	$256k		3.5k	73.35	View chart
Vanguard Extended Duration Treasury Etf Etf (EDV)	0.2	$250k	+2%	3.8k	65.09	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.2	$249k		3.0k	82.34	View chart
Abbvie Stock (ABBV)	0.2	$247k	+6%	980.00	251.59	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$237k		1.0k	236.52	View chart
At&t Stock (T)	0.2	$235k		11k	20.70	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$235k		8.5k	27.70	View chart
Avantis Core Fixed Income Etf Etf (AVIG)	0.2	$233k	-9%	5.6k	41.41	View chart
Lam Research Corp Stock (LRCX)	0.2	$230k		530.00	433.33	View chart
Applied Matls Stock (AMAT)	0.2	$217k		300.00	723.00	View chart
Home Depot Stock (HD)	0.2	$215k		609.00	352.66	View chart
Realty Income Corp Reit (O)	0.2	$214k		3.5k	61.96	View chart
Sandisk Corp Stock (SNDK)	0.2	$212k	+232%	93.00	2273.73	View chart
Johnson Ctls Intl Stock (JCI)	0.2	$211k		1.4k	146.09	View chart
Oracle Corp Stock (ORCL)	0.1	$207k		1.4k	146.55	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$199k	+15%	2.7k	73.42	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	0.1	$193k	-25%	4.5k	42.67	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$191k		630.00	303.12	View chart
Kla Corp Stock (KLAC)	0.1	$190k	+901%	631.00	301.56	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$187k		3.5k	53.11	View chart
International Business Machs Stock (IBM)	0.1	$185k		657.00	281.21	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$179k		2.3k	77.91	View chart
Unitedhealth Group Stock (UNH)	0.1	$174k	+7%	419.00	415.28	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$172k		156k	1.10	View chart
Avantis Emerging Markets Small Cap Equity Etf Etf (AVEE)	0.1	$169k	+807%	2.4k	69.32	View chart
Caterpillar Stock (CAT)	0.1	$168k	+3%	158.00	1064.90	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$167k	-6%	1.5k	109.78	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$166k		684.00	242.26	View chart
Texas Instrs Stock (TXN)	0.1	$165k	+3%	554.00	298.25	View chart
American Express Stock (AXP)	0.1	$161k		475.00	338.25	View chart
Intel Corp Stock (INTC)	0.1	$160k		1.1k	139.63	View chart
Paychex Stock (PAYX)	0.1	$154k		1.6k	98.33	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$151k		317.00	477.57	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$151k		1.6k	92.29	View chart
Caseys Gen Stores Stock (CASY)	0.1	$150k		189.00	794.79	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$150k		2.7k	55.00	View chart
Intuitive Surgical Stock (ISRG)	0.1	$149k	+2%	374.00	397.68	View chart
Coca Cola Stock (KO)	0.1	$145k		1.8k	81.26	View chart
3M Stock (MMM)	0.1	$142k		876.00	161.91	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$140k	+2%	2.5k	56.99	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$138k		1.4k	100.67	View chart
Sumitomo Mitsui Fin Grp Adr (SMFG)	0.1	$136k		5.8k	23.58	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.1	$134k	+41%	1.6k	81.96	View chart
Ishares Micro-cap Etf Etf (IWC)	0.1	$134k		669.00	199.91	View chart
Merck & Co Stock (MRK)	0.1	$132k	+5%	1.0k	128.50	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$130k	+300%	1.6k	80.57	View chart
Union Pac Corp Stock (UNP)	0.1	$130k	+2%	476.00	272.00	View chart
Tjx Cos Stock (TJX)	0.1	$129k		850.00	151.54	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$128k		579.00	221.19	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.1	$127k		1.3k	100.61	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$127k	-24%	1.3k	96.50	View chart
Allstate Corp Stock (ALL)	0.1	$125k		525.00	237.74	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$124k	+3%	248.00	501.36	View chart
Morgan Stanley Stock (MS)	0.1	$124k	+66%	594.00	209.04	View chart
Welltower Reit (WELL)	0.1	$124k		545.00	226.97	View chart
Palo Alto Networks Stock (PANW)	0.1	$123k		362.00	341.02	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$122k	+2%	245.00	496.73	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$122k		1.8k	68.40	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.1	$121k	-2%	829.00	146.19	View chart
Wells Fargo & Co Stock (WFC)	0.1	$121k	+6%	1.5k	82.62	View chart
Booking Holdings Stock (BKNG)	0.1	$119k	+2469%	668.00	178.24	View chart
Otis Worldwide Corp Stock (OTIS)	0.1	$119k	-3%	1.7k	71.61	View chart
Ge Aerospace Stock (GE)	0.1	$118k	+19%	316.00	374.25	View chart
Woodward Stock (WWD)	0.1	$117k		275.00	425.44	View chart
Travelers Companies Stock (TRV)	0.1	$117k	+2%	354.00	330.02	View chart
Starbucks Corp Stock (SBUX)	0.1	$117k		1.1k	102.19	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$115k	-19%	2.8k	40.64	View chart
Corning Stock (GLW)	0.1	$113k	+15%	444.00	255.43	View chart
Amgen Stock (AMGN)	0.1	$112k	+2%	310.00	362.12	View chart
Uscf Summerhaven Dynamic Commodity Strategy No K-1 Fund Etf (SDCI)	0.1	$110k	+538%	4.2k	26.44	View chart
Philip Morris Intl Stock (PM)	0.1	$108k	+4%	594.00	180.91	View chart
Southern Stock (SO)	0.1	$105k		1.1k	95.71	View chart
Goldman Sachs Group Stock (GS)	0.1	$105k		104.00	1011.90	View chart
Netflix Stock (NFLX)	0.1	$104k	-6%	1.5k	71.40	View chart
Vaneck Merk Gold Etf Etf (OUNZ)	0.1	$104k	+3%	2.7k	38.59	View chart
Qualcomm Stock (QCOM)	0.1	$103k		558.00	184.93	View chart
Marathon Pete Corp Stock (MPC)	0.1	$101k		394.00	255.68	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$100k		2.2k	45.35	View chart
Disney Walt Stock (DIS)	0.1	$100k	+3%	1.0k	96.25	View chart
Nwpx Infrastructure Stock (NWPX)	0.1	$99k		661.00	149.94	View chart
Applied Indl Technologies Stock (AIT)	0.1	$96k		283.00	338.15	View chart
Nextera Energy Stock (NEE)	0.1	$95k	+3%	1.1k	87.74	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$94k		620.00	152.20	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$94k		945.00	98.98	View chart
Weyerhaeuser Reit (WY)	0.1	$94k		3.9k	23.94	View chart
Astrazeneca Plc Ord Adr (AZN)	0.1	$92k	NEW	486.00	189.62	View chart
Curtiss Wright Corp Stock (CW)	0.1	$91k		120.00	757.76	View chart
Republic Svcs Stock (RSG)	0.1	$90k		421.00	213.08	View chart
Motorola Solutions Stock (MSI)	0.1	$90k		216.00	415.16	View chart
Dillards Inc Cl A Stock (DDS)	0.1	$87k		164.00	528.42	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.1	$86k	+104%	3.3k	25.95	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.1	$86k		1.6k	55.19	View chart
Barclays Adr (BCS)	0.1	$86k		3.2k	26.86	View chart
Rocket Lab Corp Stock (RKLB)	0.1	$85k	-10%	839.00	101.69	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$85k		1.1k	79.06	View chart
Boeing Stock (BA)	0.1	$84k	+27%	388.00	216.47	View chart
Wesco Intl Stock (WCC)	0.1	$82k		237.00	345.43	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$81k		647.00	124.46	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$80k		156.00	514.78	View chart
National Fuel Gas Stock (NFG)	0.1	$80k		1.0k	77.21	View chart
Cvs Health Corp Stock (CVS)	0.1	$78k	+5%	752.00	103.45	View chart
Gilead Sciences Stock (GILD)	0.1	$75k	+3%	596.00	126.37	View chart
Agilysys Stock (AGYS)	0.1	$75k		720.00	104.50	View chart
Golar Lng Stock (GLNG)	0.1	$75k		1.5k	49.84	View chart
Ge Vernova Stock (GEV)	0.1	$74k		63.00	1176.44	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$74k	+2%	967.00	76.54	View chart
Stmicroelectronics N V Ny Registry Adr (STM)	0.1	$74k		982.00	74.89	View chart
Devon Energy Corp Stock (DVN)	0.1	$72k	+52%	1.8k	41.32	View chart
Novartis Adr (NVS)	0.1	$72k	-16%	457.00	156.72	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$70k	-35%	603.00	116.67	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.1	$70k		563.00	124.76	View chart
Space Exploration Techn Corp Class A Com Stk Stock	0.1	$70k	NEW	410.00	170.86	View chart
Sony Group Corp Adr (SONY)	0.1	$70k		3.5k	20.06	View chart
Pepsico Stock (PEP)	0.0	$69k		511.00	135.40	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.0	$66k		685.00	96.97	View chart
State Street Spdr Dow Jones Reit Etf Etf (RWR)	0.0	$65k		578.00	112.96	View chart
Linde Stock (LIN)	0.0	$65k		125.00	520.56	View chart
Medtronic Stock (MDT)	0.0	$65k	+5%	825.00	78.20	View chart
Capital One Finl Corp Stock (COF)	0.0	$64k	+8%	319.00	200.62	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$64k	+10%	165.00	387.84	View chart
Oscar Health Inc Cl A Stock (OSCR)	0.0	$64k		2.2k	28.52	View chart
Vanguard Value Etf Etf (VTV)	0.0	$64k		293.00	218.14	View chart
Paccar Stock (PCAR)	0.0	$64k		531.00	120.18	View chart
Prologis Reit (PLD)	0.0	$64k		469.00	135.37	View chart
Hunt J B Trans Svcs Stock (JBHT)	0.0	$63k	+4%	219.00	289.43	View chart
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA)	0.0	$62k		30.00	2080.80	View chart
Nucor Corp Stock (NUE)	0.0	$61k		275.00	222.67	View chart
Progressive Corp Stock (PGR)	0.0	$61k		280.00	218.62	View chart
Metlife Stock (MET)	0.0	$61k		721.00	84.61	View chart
Novo-nordisk A S Adr (NVO)	0.0	$61k		1.3k	47.94	View chart
Reliance Stock (RS)	0.0	$60k		160.00	373.60	View chart
Eaton Corp Stock (ETN)	0.0	$60k	+6%	140.00	425.84	View chart
United Rentals Stock (URI)	0.0	$59k		52.00	1134.00	View chart
West Pharmaceutical Svsc Stock (WST)	0.0	$59k	+6%	163.00	359.00	View chart
Analog Devices Stock (ADI)	0.0	$58k	+4%	147.00	397.17	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$58k		747.00	77.52	View chart
Fortinet Stock (FTNT)	0.0	$58k	+3%	376.00	153.62	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.0	$57k	+2%	344.00	166.67	View chart
F5 Stock (FFIV)	0.0	$57k		137.00	415.96	View chart
Orix Corp Adr (IX)	0.0	$57k		1.5k	38.04	View chart
Teekay Tankers Ltd Cl A Stock (TNK)	0.0	$56k		868.00	64.87	View chart
Ubs Group Stock (UBS)	0.0	$56k		1.1k	49.56	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.0	$54k	-19%	938.00	57.62	View chart
Deutsche Bk Ag Namen Akt Stock (DB)	0.0	$54k		1.6k	33.76	View chart
Wintrust Finl Corp Stock (WTFC)	0.0	$54k		334.00	160.72	View chart
Banco Bilbao Vizcaya Argentari Adr (BBVA)	0.0	$54k		2.1k	25.06	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$54k		1.0k	53.61	View chart
The Cigna Group Stock (CI)	0.0	$54k		194.00	275.68	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$54k		156.00	342.72	View chart
Air Products And Chemicals Stock (APD)	0.0	$53k		182.00	293.18	View chart
Abbott Laboratories Stock (ABT)	0.0	$52k	-23%	571.00	90.74	View chart
Valero Energy Corp Stock (VLO)	0.0	$52k		198.00	260.44	View chart
Skywest Stock (SKYW)	0.0	$52k		519.00	99.33	View chart
Western Digital Corp Stock (WDC)	0.0	$51k	+45%	80.00	640.02	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$51k		469.00	109.06	View chart
Twist Bioscience Corp Stock (TWST)	0.0	$51k		497.00	102.88	View chart
American Tower Corp Reit (AMT)	0.0	$51k		312.00	163.56	View chart
Citigroup Stock (C)	0.0	$51k		364.00	139.96	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$51k		302.00	168.42	View chart
Semtech Corp Stock (SMTC)	0.0	$51k		313.00	161.85	View chart
Burlington Stores Stock (BURL)	0.0	$50k		159.00	316.80	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$50k	+3%	839.00	59.72	View chart
Conocophillips Stock (COP)	0.0	$49k	+6%	468.00	103.94	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$49k		414.00	117.45	View chart
Prudential Finl Stock (PRU)	0.0	$48k		447.00	107.93	View chart
State Str Corp Stock (STT)	0.0	$48k	+11%	284.00	169.60	View chart
Emcor Group Stock (EME)	0.0	$48k		58.00	829.88	View chart
Howmet Aerospace Stock (HWM)	0.0	$48k		179.00	268.86	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$48k		829.00	57.62	View chart
Williams Cos Stock (WMB)	0.0	$47k	+3%	629.00	74.34	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$47k	+14%	1.0k	45.11	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.0	$47k		1.2k	40.14	View chart
Southern Copper Corp Stock (SCCO)	0.0	$46k		266.00	174.26	View chart
Marvell Technology Stock (MRVL)	0.0	$46k	+10%	154.00	297.89	View chart
Equinix Reit (EQIX)	0.0	$46k	+2%	44.00	1042.39	View chart
Intercontinental Hotels Group Adr (IHG)	0.0	$46k		263.00	173.12	View chart
Ebay Stock (EBAY)	0.0	$46k		407.00	111.75	View chart
Spx Technologies Stock (SPXC)	0.0	$45k		185.00	245.17	View chart
Regal Rexnord Corporation Stock (RRX)	0.0	$45k		190.00	238.49	View chart
General Dynamics Corp Stock (GD)	0.0	$45k	+5%	126.00	354.24	View chart

Past Filings by Ares Financial Consulting

SEC 13F filings are viewable for Ares Financial Consulting going back to 2026

Ares Financial Consulting 2026 Q2 filed July 9, 2026
Ares Financial Consulting 2026 Q1 filed April 2, 2026

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