Ariadne Wealth Management »

Manager Directed Portfolios shares owned by Ariadne Wealth Management

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Ariadne Wealth Management from 13F filings

Historical chart of Ariadne Wealth Management investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Ariadne Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Manager Directed Portfolios by Ariadne Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $476k 46k 10.39
2025-06-30 $476k 46k 10.45
2025-03-31 $623k 61k 10.27
2024-12-31 $626k 61k 10.34
2024-09-30 $429k 40k 10.70
2024-06-30 $385k 40k 9.67

More positions owned by Ariadne Wealth Management

Ishares Silver Tr Ishares (SLV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Blackrock Etf Trust Ii Ishares Short-te (CALI)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Gold Tr Gold Shs (GLD)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Ultra Short Dur (ICSH)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Broadcom (AVGO)

View all positions for Ariadne Wealth Management

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
First Pacific Financial
Colony
FMR
Forum Financial Management
PFG Investments
Mission Wealth Management
Colorado Capital Management
SOA Wealth Advisors
Willow Creek Wealth Management
North Berkeley Wealth Management
HighTower Advisors
Buckingham Strategic Partners
Sand Hill Advisors

View all funds holding Manager Directed Portfolios