Ares Financial Consulting, LLC

CIK: 0002106717Latest portfolio: $105.0M · Q4 2025

Holdings

895

Total Value

$105.0M

New Positions

888

Closed Positions

0

#StockSharesValue% PortfolioType
1
VTIVANGUARD TOTAL STOCK MARKET ETF
40,772$13.7M13.02%
2
USFRWISDOMTREE FLOATING RATE TREASURY FUND
142,775$7.2M6.84%
3
DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
116,444$4.4M4.23%
4
DFIPDIMENSIONAL INFLATION-PROTECTED SECURITIES ETF
99,250$4.1M3.93%
5
STIPISHARES 0-5 YEAR TIPS BOND ETF
38,938$4.0M3.80%
6
DFATDIMENSIONAL U.S. TARGETED VALUE ETF
66,276$3.9M3.76%
7
AVUSAVANTIS U.S. EQUITY ETF
34,124$3.8M3.63%
8
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF
78,834$3.1M2.97%
9
LTPZPIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND
59,941$3.1M2.95%
10
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
29,613$2.2M2.13%
11
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
30,795$1.8M1.76%
12
NVDANVIDIA CORPORATION COM
9,628$1.8M1.71%
13
AAPLAPPLE INC COM
6,578$1.8M1.70%
14
MSFTMICROSOFT CORP COM
3,632$1.8M1.67%
15
DFICDIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
47,829$1.6M1.57%
16
DFAUDIMENSIONAL US CORE EQUITY MARKET ETF
29,963$1.4M1.34%
17
RTXRTX CORPORATION COM
6,970$1.3M1.22%
18
NDQINVESCO QQQ TRUST SERIES I
1,976$1.2M1.16%
19
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
8,029$1.2M1.14%
20
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
22,089$1.1M1.04%
21
DFCFDIMENSIONAL CORE FIXED INCOME ETF
23,891$1.0M0.97%
22
DBMFIMGP DBI MANAGED FUTURES STRATEGY ETF
34,670$972K0.93%
23
QQQMINVESCO NASDAQ 100 ETF
3,665$926K0.88%
24
HTGCHERCULES CAPITAL INC COM
47,730$898K0.86%
25
FRDMFREEDOM 100 EMERGING MARKETS ETF
17,515$897K0.85%

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.7951788175655154e+155T)
Industrials0.0% ($1.278847335176175e+140T)
Consumer Cyclical0.0% ($6.81612352104715e+97T)
Healthcare0.0% ($5.232812061408174e+96T)
Unknown0.0% ($1.2134481256563636e+74T)
Real Estate0.0% ($3.4017413192262324e+61T)
Energy0.0% ($4.2741110882613835e+56T)
Consumer Defensive0.0% ($6.993683232991476e+52T)
Communication Services0.0% ($7.275384191769359e+34T)
Utilities0.0% ($9.546412926231714e+33T)
Basic Materials0.0% ($5.344372720181718e+33T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 30, 2026$105.0M895

Fund Information

CIK0002106717
Most Recent FilingJan 30, 2026
Number of Filings1

Ares Financial Consulting, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $105.0M across 895 holdings. The largest position is VANGUARD TOTAL STOCK MARKET ETF (VTI), representing 13.0% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.