Ariadne Wealth Management
Latest statistics and disclosures from Ariadne Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SLV, DFUV, AVUS, DFAT, AVDE, and represent 18.95% of Ariadne Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MSFT, ADBE, PCOR, MCO, MCD, INFY, AVUS, DFAC, DOW, AM.
- Started 14 new stock positions in MCO, INFY, AMD, TSN, NOW, TEAM, PCOR, PSX, MCD, HPE. ADBE, AM, DOW, CME.
- Reduced shares in these 10 stocks: CALI (-$5.7M), JMST, ICSH, CAT, AMGN, , ZM, RBLX, STX, FICO.
- Sold out of its positions in ALNY, AMGN, CCL, CARR, CAT, CFG, EXPE, FICO, F, GTLB.
- Ariadne Wealth Management was a net seller of stock by $-10M.
- Ariadne Wealth Management has $223M in assets under management (AUM), dropping by -7.96%.
- Central Index Key (CIK): 0002034793
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Positions held by Ariadne Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Ariadne Wealth Management
Ariadne Wealth Management holds 248 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Silver Tr Ishares (SLV) | 6.6 | $15M | 216k | 68.14 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 3.5 | $7.9M | 163k | 48.46 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 3.1 | $6.9M | +3% | 62k | 111.18 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.9 | $6.5M | 104k | 62.45 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.8 | $6.2M | 73k | 84.84 |
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| NVIDIA Corporation (NVDA) | 2.6 | $5.7M | -2% | 33k | 174.41 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.5 | $5.6M | 13k | 430.29 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.5 | $5.5M | +4% | 141k | 38.86 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 2.4 | $5.3M | 150k | 35.53 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 2.1 | $4.8M | 67k | 70.91 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.8 | $4.1M | 41k | 99.86 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 1.8 | $4.1M | 78k | 52.78 |
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| Microsoft Corporation (MSFT) | 1.7 | $3.9M | +17% | 11k | 370.16 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 1.4 | $3.1M | 91k | 33.67 |
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| Ishares Tr Ultra Short Dur (ICSH) | 1.4 | $3.0M | -18% | 60k | 50.62 |
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| Broadcom (AVGO) | 1.3 | $2.9M | 9.5k | 309.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $2.9M | -2% | 10k | 287.57 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.2 | $2.7M | 33k | 80.58 |
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| Apple (AAPL) | 1.2 | $2.6M | -3% | 10k | 253.80 |
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| Ishares Em Mkts Div Etf (DVYE) | 1.1 | $2.5M | 73k | 34.38 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.1 | $2.4M | +3% | 22k | 110.47 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.3M | 8.1k | 286.86 |
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| Meta Platforms Cl A (META) | 1.0 | $2.2M | -4% | 3.8k | 572.13 |
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| Amazon (AMZN) | 1.0 | $2.2M | -4% | 10k | 208.27 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.9 | $2.1M | 30k | 71.13 |
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| Palantir Technologies Cl A (PLTR) | 0.8 | $1.8M | +3% | 13k | 146.28 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.8 | $1.7M | 18k | 93.93 |
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| Ssga Active Etf Tr State Street Dou (TOTL) | 0.8 | $1.7M | 42k | 39.73 |
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| American Centy Etf Tr Avantis Emerging (AVEE) | 0.8 | $1.7M | 27k | 63.43 |
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| Visa Com Cl A (V) | 0.7 | $1.6M | 5.3k | 302.24 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.7 | $1.5M | +2% | 45k | 34.55 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.7 | $1.5M | 50k | 30.32 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.6 | $1.4M | 31k | 44.45 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $1.3M | 13k | 99.27 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $1.3M | 50k | 25.64 |
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| Tortoise Energy Infrastructure closed end funds (TYG) | 0.6 | $1.3M | 25k | 49.85 |
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| Comfort Systems USA (FIX) | 0.6 | $1.2M | -4% | 904.00 | 1378.99 |
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| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.5 | $1.2M | 121k | 9.82 |
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| Tcw Etf Trust Flexible Income (FLXR) | 0.5 | $1.2M | 30k | 39.27 |
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| Home Depot (HD) | 0.5 | $1.2M | 3.5k | 328.86 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.1M | +7% | 1.2k | 919.84 |
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| Lam Research Corp Com New (LRCX) | 0.5 | $1.1M | -5% | 5.3k | 213.94 |
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| Blackrock (BLK) | 0.5 | $1.1M | 1.2k | 961.82 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.5 | $1.1M | 47k | 23.65 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.5 | $1.1M | -48% | 21k | 50.98 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.5 | $1.0M | +7% | 30k | 35.04 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $1.0M | 13k | 79.56 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.0M | 2.2k | 479.29 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.0M | -3% | 3.5k | 294.16 |
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| Abbvie (ABBV) | 0.5 | $1.0M | -7% | 4.7k | 217.50 |
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| Bristol Myers Squibb (BMY) | 0.4 | $992k | 16k | 60.65 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $954k | +3% | 2.8k | 338.89 |
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| FedEx Corporation (FDX) | 0.4 | $932k | 2.6k | 357.63 |
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| At&t (T) | 0.4 | $930k | -11% | 32k | 28.99 |
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| Oracle Corporation (ORCL) | 0.4 | $923k | +3% | 6.3k | 147.11 |
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| Tesla Motors (TSLA) | 0.4 | $899k | 2.4k | 371.75 |
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| General Motors Company (GM) | 0.4 | $884k | +7% | 12k | 74.50 |
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| American Centy Etf Tr Avantis Intl Sml (AVDS) | 0.4 | $880k | 12k | 71.85 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $871k | -4% | 11k | 79.27 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.4 | $860k | 18k | 48.02 |
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| Johnson & Johnson (JNJ) | 0.4 | $825k | +6% | 3.4k | 244.44 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.4 | $824k | 20k | 42.22 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $813k | 5.3k | 152.75 |
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| Blackrock Etf Trust Ii Ishares Short-te (CALI) | 0.4 | $803k | -87% | 16k | 50.43 |
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| Arista Networks Com Shs (ANET) | 0.4 | $799k | 6.5k | 122.78 |
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| Merck & Co (MRK) | 0.4 | $794k | 6.6k | 121.14 |
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| Gilead Sciences (GILD) | 0.4 | $791k | -15% | 5.7k | 139.37 |
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| Kla Corp Com New (KLAC) | 0.4 | $780k | +12% | 530.00 | 1472.41 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $747k | 1.5k | 499.66 |
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| Altria (MO) | 0.3 | $740k | +2% | 11k | 67.17 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $740k | 1.1k | 652.60 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.3 | $734k | 15k | 47.55 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $732k | 9.8k | 74.35 |
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| Micron Technology (MU) | 0.3 | $731k | +5% | 2.2k | 337.99 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.3 | $701k | 4.9k | 142.19 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $681k | 2.1k | 320.74 |
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| Vaneck Etf Trust Clo Etf (CLOI) | 0.3 | $651k | 12k | 52.70 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $645k | 2.2k | 298.85 |
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| Jackson Financial Com Cl A (JXN) | 0.3 | $622k | 5.9k | 105.72 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.3 | $615k | 25k | 24.80 |
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| Howmet Aerospace (HWM) | 0.3 | $615k | +11% | 2.7k | 230.46 |
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| Spdr Index Shs Fds Msci Emrg Mkts (QEMM) | 0.3 | $605k | 8.7k | 69.35 |
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| Ciena Corp Com New (CIEN) | 0.3 | $598k | -29% | 1.5k | 388.23 |
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| Vertiv Holdings Com Cl A (VRT) | 0.3 | $595k | +4% | 2.4k | 250.58 |
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| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.3 | $587k | 15k | 39.38 |
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| Verizon Communications (VZ) | 0.3 | $579k | -6% | 12k | 50.20 |
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| Applied Materials (AMAT) | 0.3 | $576k | +7% | 1.7k | 341.79 |
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| PG&E Corporation (PCG) | 0.3 | $575k | +24% | 33k | 17.62 |
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| Intel Corporation (INTC) | 0.3 | $574k | -7% | 13k | 44.13 |
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| Edison International (EIX) | 0.3 | $573k | 7.8k | 73.18 |
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| Snowflake Com Shs (SNOW) | 0.3 | $561k | +20% | 3.7k | 150.82 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $551k | 3.2k | 169.66 |
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| Western Digital (WDC) | 0.2 | $543k | 2.0k | 270.49 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $531k | 1.9k | 287.18 |
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| Ge Aerospace Com New (GE) | 0.2 | $528k | 1.9k | 284.25 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $511k | -7% | 1.2k | 426.40 |
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| Booking Holdings (BKNG) | 0.2 | $509k | +15% | 121.00 | 4210.32 |
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| Citigroup Com New (C) | 0.2 | $508k | -10% | 4.5k | 113.41 |
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| Dell Technologies CL C (DELL) | 0.2 | $508k | 3.1k | 164.13 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $507k | -9% | 2.6k | 196.20 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.2 | $504k | 29k | 17.54 |
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| Costco Wholesale Corporation (COST) | 0.2 | $498k | +48% | 500.00 | 996.38 |
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| Illumina (ILMN) | 0.2 | $493k | -6% | 4.0k | 123.26 |
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| Ge Vernova (GEV) | 0.2 | $493k | -8% | 564.00 | 873.40 |
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| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.2 | $478k | 46k | 10.33 |
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| Centene Corporation (CNC) | 0.2 | $471k | -16% | 14k | 32.74 |
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| Woori Finl Group Sponsored Ads (WF) | 0.2 | $469k | 6.9k | 68.17 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $467k | -2% | 1.0k | 460.99 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $466k | 2.1k | 217.25 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.2 | $465k | 6.2k | 75.46 |
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| Airbnb Com Cl A (ABNB) | 0.2 | $459k | +35% | 3.6k | 126.28 |
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| Philip Morris International (PM) | 0.2 | $455k | +22% | 2.7k | 167.00 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $447k | -5% | 2.3k | 194.14 |
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| Palo Alto Networks (PANW) | 0.2 | $433k | -3% | 2.7k | 160.32 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $431k | 5.5k | 78.82 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.2 | $418k | 6.8k | 61.90 |
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| Hf Sinclair Corp (DINO) | 0.2 | $418k | -3% | 6.7k | 62.39 |
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| Southern Copper Corporation (SCCO) | 0.2 | $418k | -5% | 2.4k | 172.06 |
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| American Centy Etf Tr Real Estate Etf (AVRE) | 0.2 | $415k | 9.4k | 44.02 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $408k | +11% | 2.1k | 192.90 |
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| Netflix (NFLX) | 0.2 | $404k | -5% | 4.2k | 96.15 |
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| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.2 | $403k | 6.7k | 59.98 |
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| Bank of America Corporation (BAC) | 0.2 | $402k | -14% | 8.3k | 48.75 |
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| Ishares Tr International Sl (ISCF) | 0.2 | $397k | 9.5k | 41.79 |
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| Sasol Sponsored Adr (SSL) | 0.2 | $393k | 30k | 12.96 |
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| Tapestry (TPR) | 0.2 | $392k | -5% | 2.8k | 141.11 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $392k | 1.8k | 215.06 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $389k | -10% | 9.8k | 39.68 |
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| Morgan Stanley Com New (MS) | 0.2 | $388k | -8% | 2.4k | 164.57 |
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| PNC Financial Services (PNC) | 0.2 | $388k | 1.9k | 208.09 |
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| British Amern Tob Sponsored Adr (BTI) | 0.2 | $379k | 6.4k | 59.30 |
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| S&p Global (SPGI) | 0.2 | $377k | +34% | 887.00 | 425.34 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.2 | $377k | 42k | 8.98 |
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| Qualcomm (QCOM) | 0.2 | $376k | -2% | 2.9k | 128.78 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $369k | 4.0k | 92.74 |
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| Wal-Mart Stores (WMT) | 0.2 | $367k | -15% | 2.9k | 124.58 |
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| American Centy Etf Tr Avantis Us Small (AVSC) | 0.2 | $365k | 5.9k | 62.30 |
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| Incyte Corporation (INCY) | 0.2 | $364k | -3% | 3.9k | 94.12 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.2 | $363k | 17k | 21.68 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.2 | $363k | 46k | 7.94 |
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| Fortinet (FTNT) | 0.2 | $357k | +35% | 4.4k | 81.72 |
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| Vodafone Group Sponsored Adr (VOD) | 0.2 | $355k | 24k | 15.02 |
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| Ralph Lauren Corp Cl A (RL) | 0.2 | $354k | 1.0k | 344.94 |
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| International Business Machines (IBM) | 0.2 | $351k | -10% | 1.4k | 242.39 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $351k | 32k | 10.88 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $350k | 6.0k | 58.78 |
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| Cisco Systems (CSCO) | 0.2 | $349k | -21% | 4.5k | 77.59 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $349k | 16k | 21.49 |
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| Barclays Adr (BCS) | 0.2 | $348k | 17k | 21.16 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $344k | NEW | 1.4k | 243.08 |
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| Coca-Cola Company (KO) | 0.2 | $344k | +55% | 4.5k | 76.58 |
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| Newmont Mining Corporation (NEM) | 0.2 | $341k | 3.1k | 108.25 |
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| 3M Company (MMM) | 0.2 | $338k | 2.3k | 145.23 |
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| Emcor (EME) | 0.2 | $337k | -12% | 456.00 | 738.31 |
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| Argan (AGX) | 0.2 | $334k | -12% | 614.00 | 544.65 |
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| Intuit (INTU) | 0.1 | $331k | +13% | 765.00 | 432.38 |
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| BorgWarner (BWA) | 0.1 | $323k | +3% | 6.0k | 54.26 |
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| MercadoLibre (MELI) | 0.1 | $318k | +5% | 184.00 | 1729.02 |
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| Verisign (VRSN) | 0.1 | $316k | -20% | 1.3k | 248.36 |
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| MasTec (MTZ) | 0.1 | $312k | -8% | 969.00 | 321.74 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $311k | +7% | 515.00 | 604.39 |
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| Procore Technologies (PCOR) | 0.1 | $309k | NEW | 5.4k | 57.00 |
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| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $308k | 8.5k | 36.39 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.1 | $307k | 4.0k | 77.38 |
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| Toll Brothers (TOL) | 0.1 | $306k | +6% | 2.2k | 136.47 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $306k | 1.7k | 181.42 |
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| Kayne Anderson MLP Investment (KYN) | 0.1 | $304k | 21k | 14.28 |
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| Planet Labs Pbc Com Cl A (PL) | 0.1 | $303k | 11k | 27.95 |
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| Highland Opps & Income Highland Income (HFRO) | 0.1 | $302k | 53k | 5.71 |
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| Five Below (FIVE) | 0.1 | $297k | 1.3k | 228.48 |
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| Ishares Tr Intl Dev Re Etf (IFGL) | 0.1 | $292k | 13k | 22.36 |
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| J.B. Hunt Transport Services (JBHT) | 0.1 | $290k | 1.4k | 211.90 |
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| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.1 | $290k | 20k | 14.77 |
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| Kt Corp Sponsored Adr (KT) | 0.1 | $290k | 13k | 21.65 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $289k | -10% | 9.0k | 32.01 |
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| MarketAxess Holdings (MKTX) | 0.1 | $288k | 1.7k | 164.98 |
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| Chevron Corporation (CVX) | 0.1 | $286k | 1.4k | 206.90 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $286k | 7.3k | 38.96 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $285k | 5.0k | 56.59 |
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| Pepsi (PEP) | 0.1 | $284k | 1.8k | 155.29 |
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| General Dynamics Corporation (GD) | 0.1 | $283k | -7% | 825.00 | 343.22 |
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| Ishares Tr Esg Msci Em Ldrs (LDEM) | 0.1 | $279k | 4.8k | 57.96 |
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| Moody's Corporation (MCO) | 0.1 | $275k | NEW | 631.00 | 436.25 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $271k | +25% | 1.6k | 173.45 |
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| Draftkings Com Cl A (DKNG) | 0.1 | $271k | +11% | 13k | 21.62 |
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| Capital One Financial (COF) | 0.1 | $270k | -10% | 1.5k | 182.43 |
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| McDonald's Corporation (MCD) | 0.1 | $266k | NEW | 856.00 | 310.79 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.1 | $263k | -6% | 11k | 23.32 |
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| Natera (NTRA) | 0.1 | $262k | -7% | 1.3k | 199.99 |
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| Uber Technologies (UBER) | 0.1 | $262k | -3% | 3.6k | 71.93 |
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| Analog Devices (ADI) | 0.1 | $262k | -11% | 822.00 | 318.14 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $262k | -3% | 441.00 | 592.98 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $261k | 795.00 | 328.66 |
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| Datadog Cl A Com (DDOG) | 0.1 | $259k | 2.2k | 118.05 |
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| Infosys Sponsored Adr (INFY) | 0.1 | $257k | NEW | 19k | 13.51 |
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| Amphenol Corp Cl A (APH) | 0.1 | $257k | +2% | 2.0k | 126.60 |
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| Wells Fargo & Company (WFC) | 0.1 | $252k | -21% | 3.2k | 79.61 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $251k | +10% | 3.8k | 66.48 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $250k | 2.6k | 95.84 |
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| Sk Telecom Sponsored Adr (SKM) | 0.1 | $249k | 8.5k | 29.29 |
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| Dimensional Etf Trust Global Sustaina (DFSB) | 0.1 | $241k | 4.7k | 51.75 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $238k | -7% | 8.3k | 28.71 |
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| Procter & Gamble Company (PG) | 0.1 | $237k | +4% | 1.6k | 144.44 |
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| Alcoa (AA) | 0.1 | $234k | -2% | 3.5k | 66.33 |
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| Ark Etf Tr Blockchain & Fin (ARKF) | 0.1 | $233k | 6.1k | 38.01 |
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| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.1 | $231k | 3.5k | 66.11 |
|
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| Honeywell International (HON) | 0.1 | $231k | 1.0k | 226.03 |
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|
| Dow (DOW) | 0.1 | $230k | NEW | 5.5k | 41.65 |
|
| Flowserve Corporation (FLS) | 0.1 | $230k | -5% | 3.1k | 73.74 |
|
| Antero Midstream Corp antero midstream (AM) | 0.1 | $230k | NEW | 10k | 22.80 |
|
| Dbx Etf Tr Xtrack Intl Real (HAUZ) | 0.1 | $226k | 10k | 22.60 |
|
|
| Teradyne (TER) | 0.1 | $226k | +3% | 761.00 | 296.46 |
|
| Cme (CME) | 0.1 | $224k | NEW | 759.00 | 295.35 |
|
| Cummins (CMI) | 0.1 | $223k | +5% | 415.00 | 538.02 |
|
| Phillips 66 (PSX) | 0.1 | $223k | NEW | 1.2k | 182.18 |
|
| Exelixis (EXEL) | 0.1 | $222k | -18% | 5.2k | 42.89 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $221k | 2.6k | 84.69 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $218k | 1.1k | 191.81 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $218k | 4.7k | 46.91 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $217k | -24% | 779.00 | 277.87 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $213k | +7% | 408.00 | 522.71 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $211k | NEW | 8.8k | 23.97 |
|
| Medpace Hldgs (MEDP) | 0.1 | $210k | -29% | 438.00 | 480.19 |
|
| Advanced Micro Devices (AMD) | 0.1 | $210k | NEW | 1.0k | 203.43 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $209k | 19k | 11.28 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $207k | 833.00 | 248.00 |
|
|
| Globe Life (GL) | 0.1 | $206k | 1.5k | 139.17 |
|
|
| Mueller Industries (MLI) | 0.1 | $203k | -3% | 1.8k | 110.80 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $202k | NEW | 3.2k | 64.07 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $202k | NEW | 3.0k | 68.25 |
|
| Fluor Corporation (FLR) | 0.1 | $202k | -5% | 4.3k | 46.65 |
|
| Onemain Holdings (OMF) | 0.1 | $201k | +7% | 3.8k | 53.49 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $200k | 696.00 | 287.55 |
|
|
| Servicenow (NOW) | 0.1 | $200k | NEW | 1.9k | 104.55 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $195k | 12k | 16.97 |
|
|
| Yalla Group Ads (YALA) | 0.1 | $192k | +3% | 31k | 6.23 |
|
| Enel Chile Sponsored Adr (ENIC) | 0.1 | $142k | 36k | 3.94 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $133k | 26k | 5.03 |
|
|
| Rithm Capital Corp Com New (RITM) | 0.0 | $98k | -12% | 10k | 9.48 |
|
| Adt (ADT) | 0.0 | $76k | -32% | 11k | 6.64 |
|
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $58k | +2% | 21k | 2.78 |
|
| Lexinfintech Hldgs Adr (LX) | 0.0 | $53k | +50% | 24k | 2.18 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $50k | -15% | 24k | 2.12 |
|
| Clean Energy Fuels (CLNE) | 0.0 | $44k | 18k | 2.48 |
|
|
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 0.0 | $44k | +2% | 13k | 3.51 |
|
| Newell Rubbermaid (NWL) | 0.0 | $38k | -20% | 11k | 3.43 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $33k | 14k | 2.39 |
|
|
| Lufax Holding Sponsored Adr (LU) | 0.0 | $23k | -40% | 12k | 1.87 |
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Past Filings by Ariadne Wealth Management
SEC 13F filings are viewable for Ariadne Wealth Management going back to 2024
- 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