Ariadne Wealth Management
Latest statistics and disclosures from Ariadne Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUV, AVUS, Dimensional Etf Trust, AVDE, Dimensional Etf Trust, and represent 15.83% of Ariadne Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFAR, DFSV, BINC, DFCF, XOM, TEAM, VCSH, PRU, CALI, PBF.
- Started 25 new stock positions in COP, BINC, OHI, NET, AMT, F, MELI, DFAR, XOM, NUE.
- Reduced shares in these 10 stocks: Dimensional Etf Trust, Dimensional Etf Trust, EIX, FIX, TOTL, , , , NVDA, VCRB.
- Sold out of its positions in Alight Cl A Ord, AGX, CARR, CMI, DH, Dimensional Etf Trust, Dimensional Etf Trust, EIX, EQIX, Exxon Mobil Corporation. FICO, MTUM, MTZ, PCG, TAK, VCRB, WWD, XEL, SPNT.
- Ariadne Wealth Management was a net buyer of stock by $2.4M.
- Ariadne Wealth Management has $228M in assets under management (AUM), dropping by 1.02%.
- Central Index Key (CIK): 0002034793
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Portfolio Holdings for Ariadne Wealth Management
Ariadne Wealth Management holds 260 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 3.9 | $8.8M | 161k | 55.00 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 3.4 | $7.7M | -3% | 60k | 128.09 |
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| Dimensional Etf Trust Us Targeted Vlu | 2.9 | $6.7M | 101k | 66.44 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.9 | $6.6M | 73k | 90.11 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf | 2.8 | $6.3M | -2% | 142k | 44.45 |
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| NVIDIA Corporation (NVDA) | 2.7 | $6.1M | -4% | 27k | 228.38 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 2.5 | $5.7M | 152k | 37.61 |
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| Apple (AAPL) | 2.4 | $5.4M | 16k | 333.03 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 2.3 | $5.2M | -3% | 63k | 83.03 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 2.0 | $4.6M | 42k | 109.38 |
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| Microsoft Corporation (MSFT) | 1.9 | $4.3M | 8.5k | 512.88 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 1.8 | $4.0M | -6% | 72k | 55.86 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 1.4 | $3.3M | 91k | 36.23 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.4 | $3.3M | +3% | 35k | 94.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $3.3M | 9.5k | 344.09 |
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| Broadcom (AVGO) | 1.3 | $3.0M | 8.6k | 351.18 |
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| Ishares Tr Ultra Short Dur (ICSH) | 1.2 | $2.7M | +4% | 54k | 50.40 |
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| Meta Platforms Cl A (META) | 1.2 | $2.7M | 3.7k | 725.19 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.1 | $2.6M | 22k | 117.77 |
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| Amazon (AMZN) | 1.1 | $2.6M | 10k | 249.15 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.4M | 7.2k | 340.74 |
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| Ishares Em Mkts Div Etf (DVYE) | 1.1 | $2.4M | 71k | 34.00 |
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| Dimensional Etf Trust Us Small Cap Etf | 1.0 | $2.3M | 30k | 77.42 |
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| Palantir Technologies Cl A (PLTR) | 0.9 | $2.0M | 11k | 187.06 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.8 | $1.9M | +6% | 49k | 39.72 |
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| Visa Com Cl A (V) | 0.8 | $1.9M | 5.3k | 359.33 |
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| American Centy Etf Tr Ava Mar Sma Etf (AVEE) | 0.8 | $1.8M | 26k | 68.58 |
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| Lam Research Corp Com New (LRCX) | 0.7 | $1.7M | 5.1k | 328.51 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.7 | $1.7M | 18k | 90.84 |
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| Abbvie (ABBV) | 0.7 | $1.5M | +2% | 5.7k | 261.60 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $1.5M | 50k | 29.50 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $1.4M | -5% | 47k | 30.00 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.6 | $1.3M | 31k | 42.52 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.3M | 4.0k | 330.83 |
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| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 0.6 | $1.3M | +67% | 33k | 40.12 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $1.3M | -6% | 2.8k | 456.19 |
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| Micron Technology (MU) | 0.6 | $1.3M | -7% | 1.2k | 1065.27 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.6 | $1.3M | +44% | 17k | 77.25 |
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| Ssga Active Etf Tr St Str Total Etf (TOTL) | 0.6 | $1.3M | -24% | 34k | 37.42 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $1.2M | 13k | 94.54 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.2M | -3% | 2.4k | 498.04 |
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| Dfa Invt Dimensions Group In Real Estate Secu (DFAR) | 0.5 | $1.2M | NEW | 48k | 24.16 |
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| Tcw Etf Trust Flexible Income (FLXR) | 0.5 | $1.1M | 30k | 37.93 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.1M | 986.00 | 1157.08 |
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| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.5 | $1.1M | 121k | 9.36 |
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| Dfa Invt Dimensions Group In U.s. Sml Cp Val (DFSV) | 0.5 | $1.1M | NEW | 30k | 37.47 |
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| Blackrock (BLK) | 0.5 | $1.1M | -2% | 1.0k | 1058.43 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.0M | -12% | 15k | 70.61 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $1.0M | +17% | 1.3k | 762.78 |
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| Dell Technologies CL C (DELL) | 0.4 | $1.0M | -6% | 1.9k | 537.95 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $1.0M | 13k | 77.21 |
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| Kla Corp Com New (KLAC) | 0.4 | $986k | +6% | 5.1k | 194.93 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.4 | $978k | 4.9k | 197.99 |
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| Tortoise Energy Infrastructure closed end funds (TYG) | 0.4 | $961k | 25k | 38.29 |
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| Blackrock Etf Trust Ii Isha Sh Term Etf (CALI) | 0.4 | $959k | +48% | 19k | 49.81 |
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| American Centy Etf Tr Avantis Intl Sml (AVDS) | 0.4 | $952k | 12k | 78.13 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.4 | $932k | 38k | 24.49 |
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| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.4 | $921k | 95k | 9.75 |
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| Oracle Corporation (ORCL) | 0.4 | $920k | +13% | 6.7k | 137.30 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $919k | 507.00 | 1811.67 |
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| Palo Alto Networks (PANW) | 0.4 | $900k | -3% | 2.3k | 397.31 |
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| Illumina (ILMN) | 0.4 | $884k | -17% | 3.2k | 273.68 |
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| Home Depot (HD) | 0.4 | $877k | -17% | 3.1k | 284.48 |
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| Applied Materials (AMAT) | 0.4 | $875k | 1.7k | 511.38 |
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| Altria (MO) | 0.4 | $873k | +6% | 13k | 67.34 |
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| General Motors Company (GM) | 0.4 | $866k | -3% | 11k | 77.00 |
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| Gilead Sciences (GILD) | 0.4 | $861k | +8% | 5.8k | 149.05 |
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| Johnson & Johnson (JNJ) | 0.4 | $856k | 3.2k | 264.74 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.4 | $851k | 16k | 52.63 |
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| Comfort Systems USA (FIX) | 0.4 | $847k | -32% | 512.00 | 1654.09 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $843k | 1.5k | 551.47 |
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| Intel Corporation (INTC) | 0.4 | $812k | -21% | 6.8k | 120.23 |
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| Merck & Co (MRK) | 0.4 | $801k | -3% | 5.5k | 145.31 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.3 | $794k | 2.1k | 374.16 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $779k | 9.8k | 79.14 |
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| Arista Networks Com Shs (ANET) | 0.3 | $762k | -7% | 3.7k | 203.59 |
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| Jackson Financial Com Cl A (JXN) | 0.3 | $760k | +2% | 5.9k | 129.32 |
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| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.3 | $759k | 2.2k | 351.85 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $758k | 5.3k | 142.57 |
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| Tesla Motors (TSLA) | 0.3 | $750k | 2.1k | 354.81 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $743k | +3% | 2.7k | 280.10 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.3 | $734k | 17k | 44.46 |
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| FedEx Corporation (FDX) | 0.3 | $734k | 2.6k | 285.09 |
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| At&t (T) | 0.3 | $725k | -7% | 30k | 24.40 |
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| Fortinet (FTNT) | 0.3 | $723k | +4% | 4.0k | 178.76 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.3 | $710k | 16k | 45.25 |
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| Western Asset Intm Muni Fd I (SBI) | 0.3 | $705k | 101k | 6.99 |
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| Hf Sinclair Corp (DINO) | 0.3 | $668k | 6.2k | 107.32 |
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| Vaneck Etf Trust Clo Etf (CLOI) | 0.3 | $668k | 13k | 52.97 |
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| Bristol Myers Squibb (BMY) | 0.3 | $650k | -18% | 10k | 62.40 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $648k | +10% | 13k | 50.56 |
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| Western Digital (WDC) | 0.3 | $645k | -11% | 1.4k | 454.46 |
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| Spdr Index Shs Fds St Str Msci Em (QEMM) | 0.3 | $637k | 7.9k | 80.32 |
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| Hewlett Packard Enterprise (HPE) | 0.3 | $636k | +44% | 10k | 63.89 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $601k | 4.8k | 125.26 |
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| Centene Corporation (CNC) | 0.3 | $585k | -17% | 9.4k | 62.12 |
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| Spdr Series Trust St Nuve High Etf (HYMB) | 0.3 | $582k | 25k | 23.47 |
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| Citigroup Com New (C) | 0.3 | $582k | 4.5k | 129.48 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.3 | $580k | 7.4k | 78.42 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $579k | 627.00 | 923.01 |
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| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.3 | $578k | 15k | 38.74 |
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| Verizon Communications (VZ) | 0.2 | $568k | +7% | 12k | 45.87 |
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| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.2 | $562k | NEW | 11k | 50.79 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.2 | $558k | 2.6k | 216.08 |
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| Ge Aerospace Com New (GE) | 0.2 | $554k | +4% | 1.8k | 312.29 |
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| Philip Morris International (PM) | 0.2 | $531k | +6% | 2.8k | 190.82 |
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| Cisco Systems (CSCO) | 0.2 | $530k | +11% | 4.9k | 107.63 |
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| Howmet Aerospace (HWM) | 0.2 | $525k | +9% | 2.3k | 226.18 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.2 | $524k | 6.8k | 77.67 |
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| Woori Finl Group Sponsored Ads (WF) | 0.2 | $520k | 6.9k | 75.54 |
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| Natera (NTRA) | 0.2 | $520k | 1.3k | 413.31 |
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| Axis Cap Hldgs SHS (AXS) | 0.2 | $519k | 5.5k | 94.20 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $510k | 2.1k | 241.31 |
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| Datadog Cl A Com (DDOG) | 0.2 | $510k | 1.9k | 273.85 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.2 | $506k | 46k | 11.05 |
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| Southern Copper Corporation (SCCO) | 0.2 | $505k | +33% | 2.5k | 202.64 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.2 | $504k | 29k | 17.52 |
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| Ge Vernova (GEV) | 0.2 | $501k | 527.00 | 950.49 |
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| Qualcomm (QCOM) | 0.2 | $499k | +6% | 2.7k | 184.04 |
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| Snowflake Com Shs (SNOW) | 0.2 | $496k | -11% | 1.5k | 339.56 |
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| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.2 | $496k | 2.1k | 231.03 |
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| Technipfmc (FTI) | 0.2 | $488k | 7.2k | 67.92 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.2 | $484k | -7% | 5.7k | 84.65 |
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| Cadence Design Systems (CDNS) | 0.2 | $482k | +3% | 1.5k | 330.18 |
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| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.2 | $482k | 45k | 10.62 |
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| Capital One Financial (COF) | 0.2 | $476k | +34% | 2.5k | 193.07 |
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| Morgan Stanley Com New (MS) | 0.2 | $467k | 2.5k | 188.08 |
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| Bank of America Corporation (BAC) | 0.2 | $461k | 8.5k | 54.43 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $459k | 5.4k | 85.10 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $452k | 795.00 | 568.64 |
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| International Business Machines (IBM) | 0.2 | $446k | +18% | 2.0k | 219.93 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.2 | $442k | NEW | 2.7k | 162.75 |
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| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.2 | $438k | 6.7k | 65.13 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $432k | +17% | 2.3k | 185.65 |
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| Atlassian Corporation Cl A (TEAM) | 0.2 | $425k | NEW | 2.4k | 179.29 |
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| Freeport Mcmoran CL B (FCX) | 0.2 | $423k | 6.0k | 70.00 |
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| American Centy Etf Tr Real Estate Etf (AVRE) | 0.2 | $420k | 9.5k | 44.35 |
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| Ishares Tr International Sl (ISCF) | 0.2 | $418k | 9.4k | 44.66 |
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| 3M Company (MMM) | 0.2 | $416k | +8% | 2.5k | 164.15 |
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| Wells Fargo & Company (WFC) | 0.2 | $415k | +14% | 5.2k | 80.05 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $410k | +301% | 1.6k | 264.75 |
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| Incyte Corporation (INCY) | 0.2 | $403k | -5% | 3.3k | 121.35 |
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| Amgen (AMGN) | 0.2 | $401k | +45% | 951.00 | 421.51 |
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| American Centy Etf Tr Avan Us Smal Etf (AVSC) | 0.2 | $399k | 5.8k | 69.14 |
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| Advanced Micro Devices (AMD) | 0.2 | $398k | +15% | 650.00 | 611.76 |
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| Barclays Adr (BCS) | 0.2 | $398k | 16k | 24.27 |
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| Booking Holdings (BKNG) | 0.2 | $398k | 2.4k | 162.91 |
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| Coca-Cola Company (KO) | 0.2 | $389k | +26% | 4.5k | 86.08 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $387k | 4.0k | 97.44 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $382k | -9% | 8.9k | 42.89 |
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| Caterpillar (CAT) | 0.2 | $380k | +9% | 468.00 | 810.79 |
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| General Dynamics Corporation (GD) | 0.2 | $379k | +64% | 1.1k | 331.83 |
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| Analog Devices (ADI) | 0.2 | $377k | +14% | 950.00 | 396.71 |
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| BorgWarner (BWA) | 0.2 | $359k | 6.0k | 60.11 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $358k | 16k | 22.04 |
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| Ralph Lauren Corp Cl A (RL) | 0.2 | $357k | 1.0k | 355.07 |
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| Highland Opps & Income Highland Income (HFRO) | 0.2 | $352k | 53k | 6.66 |
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| British Amern Tob Sponsored Adr (BTI) | 0.2 | $349k | 6.4k | 54.40 |
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| Emcor (EME) | 0.2 | $344k | +19% | 456.00 | 754.49 |
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| Amphenol Corp Cl A (APH) | 0.2 | $344k | +101% | 4.1k | 84.30 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $342k | +18% | 840.00 | 406.54 |
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| Verisign (VRSN) | 0.1 | $335k | 1.2k | 282.01 |
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| Ciena Corp Com New (CIEN) | 0.1 | $333k | +12% | 946.00 | 351.82 |
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| Global Ship Lease Com Cl A (GSL) | 0.1 | $328k | 7.4k | 44.14 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $325k | 32k | 10.07 |
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| eBay (EBAY) | 0.1 | $319k | 3.0k | 106.05 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $319k | -2% | 2.2k | 148.30 |
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| Prudential Financial (PRU) | 0.1 | $318k | NEW | 2.8k | 113.58 |
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| Toll Brothers (TOL) | 0.1 | $313k | +2% | 2.3k | 134.75 |
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| Pbf Energy Cl A (PBF) | 0.1 | $312k | NEW | 4.0k | 76.96 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $311k | +2% | 7.5k | 41.43 |
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| Costamare SHS (CMRE) | 0.1 | $311k | 21k | 14.69 |
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| International Seaways (INSW) | 0.1 | $310k | +2% | 2.8k | 110.14 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $308k | 5.0k | 61.14 |
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| Five Below (FIVE) | 0.1 | $305k | +11% | 1.4k | 219.57 |
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| J.B. Hunt Transport Services (JBHT) | 0.1 | $305k | 1.4k | 224.05 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $304k | +11% | 1.9k | 160.65 |
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| Exelixis (EXEL) | 0.1 | $301k | 5.2k | 58.41 |
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| PNC Financial Services (PNC) | 0.1 | $297k | -7% | 1.3k | 222.26 |
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| American Express Company (AXP) | 0.1 | $296k | +33% | 972.00 | 304.10 |
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| Infosys Sponsored Adr (INFY) | 0.1 | $295k | 27k | 10.76 |
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| S&p Global (SPGI) | 0.1 | $294k | +13% | 746.00 | 394.47 |
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| Chevron Corporation (CVX) | 0.1 | $292k | +2% | 1.4k | 204.21 |
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| Sasol Sponsored Adr (SSL) | 0.1 | $291k | 21k | 13.82 |
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| Kayne Anderson MLP Investment (KYN) | 0.1 | $290k | 21k | 13.60 |
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| Millicom Intl Cellular S A Com Stk (TIGO) | 0.1 | $286k | 3.3k | 87.14 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $286k | NEW | 724.00 | 395.42 |
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| Sandisk Corp (SNDK) | 0.1 | $282k | -2% | 162.00 | 1739.89 |
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| Onemain Holdings (OMF) | 0.1 | $280k | +25% | 5.1k | 55.39 |
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| Ark Etf Tr Bloc Fin Inn Etf (ARKF) | 0.1 | $279k | 6.1k | 45.53 |
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| Netflix (NFLX) | 0.1 | $273k | 3.9k | 69.58 |
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| Delta Air Lines Com New (DAL) | 0.1 | $273k | NEW | 3.3k | 83.46 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $272k | +8% | 853.00 | 318.23 |
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| Ishares Tr Intl Dev Re Etf (IFGL) | 0.1 | $270k | 13k | 20.72 |
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| Tapestry (TPR) | 0.1 | $270k | +7% | 2.3k | 115.04 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $267k | 3.2k | 82.96 |
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| ConocoPhillips (COP) | 0.1 | $265k | NEW | 2.1k | 125.15 |
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| Spdr Series Trust St Port High Etf (SPHY) | 0.1 | $264k | -3% | 12k | 22.59 |
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| Ishares Tr Esg Msci Em Ldrs (LDEM) | 0.1 | $260k | -10% | 4.3k | 60.49 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $259k | 2.6k | 99.31 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $259k | +6% | 2.3k | 112.50 |
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| Unum (UNM) | 0.1 | $259k | +2% | 2.9k | 87.73 |
|
| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.1 | $257k | -2% | 24k | 10.96 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $256k | -2% | 11k | 23.07 |
|
| Kt Corp Sponsored Adr (KT) | 0.1 | $256k | 14k | 18.95 |
|
|
| UnitedHealth (UNH) | 0.1 | $254k | 692.00 | 367.08 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $253k | 1.1k | 222.24 |
|
|
| Chubb (CB) | 0.1 | $251k | 773.00 | 325.25 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $249k | +31% | 2.4k | 103.92 |
|
| American Tower Reit (AMT) | 0.1 | $248k | NEW | 1.5k | 163.69 |
|
| Spdr Index Shs Fds St Marke Cap Etf (EWX) | 0.1 | $248k | 3.5k | 71.10 |
|
|
| Globe Life (GL) | 0.1 | $247k | 1.5k | 165.65 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $246k | NEW | 1.1k | 230.94 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $246k | 2.6k | 94.16 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $245k | NEW | 2.1k | 115.34 |
|
| Synchrony Financial (SYF) | 0.1 | $243k | NEW | 3.4k | 70.97 |
|
| L3harris Technologies (LHX) | 0.1 | $243k | NEW | 1.0k | 236.78 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $242k | -3% | 18k | 13.83 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.1 | $241k | 4.7k | 51.76 |
|
|
| Citizens Financial (CFG) | 0.1 | $237k | +16% | 3.7k | 63.76 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $235k | 700.00 | 335.28 |
|
|
| Phillips 66 (PSX) | 0.1 | $233k | NEW | 913.00 | 255.31 |
|
| Sk Telecom Sponsored Adr (SKM) | 0.1 | $233k | 6.7k | 34.91 |
|
|
| Dimensional Etf Trust Global Sustaina (DFSB) | 0.1 | $232k | 4.7k | 49.55 |
|
|
| Cloudflare Cl A Com (NET) | 0.1 | $229k | NEW | 658.00 | 347.28 |
|
| Moody's Corporation (MCO) | 0.1 | $223k | 490.00 | 454.13 |
|
|
| Mueller Industries (MLI) | 0.1 | $222k | +86% | 3.7k | 60.61 |
|
| Twilio Cl A (TWLO) | 0.1 | $220k | NEW | 753.00 | 292.46 |
|
| Omega Healthcare Investors (OHI) | 0.1 | $219k | NEW | 4.7k | 46.31 |
|
| Lyft Cl A Com (LYFT) | 0.1 | $215k | +34% | 14k | 15.01 |
|
| Deluxe Corporation (DLX) | 0.1 | $213k | 9.3k | 22.97 |
|
|
| MercadoLibre (MELI) | 0.1 | $213k | NEW | 123.00 | 1728.53 |
|
| Dbx Etf Tr Xtrack Intl Real (HAUZ) | 0.1 | $212k | 10k | 21.23 |
|
|
| Flowserve Corporation (FLS) | 0.1 | $212k | NEW | 2.9k | 73.12 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $211k | 9.7k | 21.76 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $209k | 230.00 | 910.52 |
|
|
| Molina Healthcare (MOH) | 0.1 | $208k | -23% | 1.1k | 189.10 |
|
| Antero Midstream Corp antero midstream (AM) | 0.1 | $205k | 10k | 20.16 |
|
|
| Nucor Corporation (NUE) | 0.1 | $203k | NEW | 868.00 | 233.75 |
|
| Simon Property (SPG) | 0.1 | $203k | NEW | 1.0k | 200.76 |
|
| Teradyne (TER) | 0.1 | $203k | -3% | 505.00 | 400.91 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $201k | 724.00 | 277.89 |
|
|
| Synopsys (SNPS) | 0.1 | $201k | 462.00 | 434.94 |
|
|
| Planet Labs Pbc Com Cl A (PL) | 0.1 | $184k | +25% | 11k | 16.39 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $165k | 100k | 1.65 |
|
|
| Yalla Group Ads (YALA) | 0.1 | $159k | -3% | 30k | 5.37 |
|
| Enel Chile Sa Sponsored Adr (ENIC) | 0.1 | $153k | 36k | 4.23 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $149k | 26k | 5.63 |
|
|
| Ford Motor Company (F) | 0.1 | $144k | NEW | 12k | 12.06 |
|
| Pagseguro Digital Com Cl A (PAGS) | 0.1 | $137k | -2% | 15k | 8.90 |
|
| Ihs Holding Ord Shs (IHS) | 0.0 | $113k | +2% | 14k | 8.36 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $68k | 23k | 2.95 |
|
|
| Adt (ADT) | 0.0 | $63k | -11% | 10k | 6.08 |
|
| Ardagh Metal Packaging S A SHS (AMBP) | 0.0 | $62k | 14k | 4.34 |
|
|
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 0.0 | $49k | +2% | 12k | 3.97 |
|
| Petco Health & Wellness Co I Cl A Com (WOOF) | 0.0 | $45k | -2% | 20k | 2.27 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $29k | 14k | 2.10 |
|
|
| Jiayin Group Sponsored Ads (JFIN) | 0.0 | $26k | 19k | 1.40 |
|
|
| Optimum Communications Cl A (OPTU) | 0.0 | $13k | NEW | 13k | 0.99 |
|
| Lexinfintech Hldgs Adr (LX) | 0.0 | $8.4k | -11% | 12k | 0.72 |
|
Past Filings by Ariadne Wealth Management
SEC 13F filings are viewable for Ariadne Wealth Management going back to 2024
- Ariadne Wealth Management 2026 Q3 filed Nov. 6, 2026
- Ariadne Wealth Management 2026 Q2 filed Aug. 13, 2026
- Ariadne Wealth Management 2026 Q1 filed May 18, 2026
- Ariadne Wealth Management 2025 Q4 filed Feb. 13, 2026
- Ariadne Wealth Management 2025 Q3 filed Nov. 20, 2025
- Ariadne Wealth Management 2025 Q2 filed Aug. 14, 2025
- Ariadne Wealth Management 2025 Q1 filed May 13, 2025
- Ariadne Wealth Management 2024 Q4 filed Feb. 12, 2025
- Ariadne Wealth Management 2024 Q3 filed Nov. 12, 2024
- Ariadne Wealth Management 2024 Q2 filed Aug. 26, 2024