Ariadne Wealth Management, LP

CIK: 0002034793Latest portfolio: $242.0M · Q4 2025

Holdings

261

Total Value

$242.0M

New Positions

39

Closed Positions

23

#StockSharesValue% PortfolioChangeType
1
SLVISHARES SILVER TR
215,850$14.6M6.04%
2
DFUVDIMENSIONAL ETF TRUST
162,914$8.1M3.36%-924
3
AVUSAMERICAN CENTY ETF TR
59,930$6.9M2.86%-965
4
DFATDIMENSIONAL ETF TRUST
104,100$6.8M2.83%+1
5
AVDEAMERICAN CENTY ETF TR
72,830$6.6M2.72%-2,507
6
CALIBLACKROCK ETF TRUST II
128,176$6.5M2.68%+2K
7
NVDANVIDIA CORPORATION
33,449$6.3M2.58%-522
8
GQ9SPDR GOLD TR
13,060$5.9M2.44%
9
DFICDIMENSIONAL ETF TRUST
149,889$5.7M2.34%-5,642
10
DFACDIMENSIONAL ETF TRUST
135,002$5.5M2.27%-3,470
11
DFUSDIMENSIONAL ETF TRUST
68,444$5.1M2.10%
12
AVDVAMERICAN CENTY ETF TR
40,409$4.3M1.79%+26K
13
DFIVDIMENSIONAL ETF TRUST
77,997$4.3M1.78%-229
14
ICSHISHARES TR
73,279$3.7M1.53%-22,654
15
MSFTMICROSOFT CORP
8,899$3.6M1.48%+111
16
DFISDIMENSIONAL ETF TRUST
90,535$3.3M1.36%-4,007
17
GOOGLALPHABET INC
10,237$3.2M1.31%-255
18
AVGOBROADCOM INC
9,516$3.2M1.30%-254
19
AVEMAMERICAN CENTY ETF TR
32,850$2.8M1.17%+218
20
AAPLAPPLE INC
10,693$2.8M1.16%-221
21
METAMETA PLATFORMS INC
3,974$2.6M1.07%+161
22
DVYEISHARES INC
73,201$2.5M1.05%
23
GOOGALPHABET INC
8,074$2.5M1.03%+48
24
AVUVAMERICAN CENTY ETF TR
21,249$2.4M1.00%+15K
25
DFASDIMENSIONAL ETF TRUST
28,996$2.2M0.90%-609

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
AVDV40K+26K
TOTL42K+22K
PCG26K+12K
SSL30K+9K
YALA30K+3K
EIX8K+3K
DFEM44K+2K
CALI128K+2K
SCHH16K+1K
DINO7K+1K

Decreased Positions

NameSharesChange
AVDS12K-36494
DFAR47K-26939
ICSH73K-22654
ADT17K-10444
CIG14K-7712
DFIC150K-5642
PFF50K-4032
DFIS91K-4007
DFAC135K-3470
INTC14K-3008

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.461962523575315e+137T)
Industrials0.0% ($1.2299595845725364e+72T)
Consumer Cyclical0.0% ($2.1691350100787844e+49T)
Healthcare0.0% ($1.1961151101397378e+46T)
Unknown0.0% ($5.8951345106885765e+32T)
Communication Services0.0% ($3.163258124971046e+21T)
Consumer Defensive0.0% ($71846433630.1T)
Utilities0.0% ($53150145941.3T)
Basic Materials0.0% ($512370363.3T)
Energy0.0% ($49.0T)
Real Estate0.0% ($206.1M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$242.0M262
Q3 2025Nov 20, 2025$223.1B246
Q2 2025Aug 14, 2025$209.2B231
Q1 2025May 13, 2025$191.5B205
Q4 2024Feb 12, 2025$218.5B226

Fund Information

CIK0002034793
Most Recent FilingFeb 13, 2026
Number of Filings5

Ariadne Wealth Management, LP 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 $242.0M across 261 holdings. The largest position is ISHARES SILVER TR (SLV), representing 6.0% of the portfolio. Compared to the previous quarter, the fund opened 39 new positions and closed 23 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.