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Portfolio (Quarterly) Guide ↗

Ariadne Wealth Management, LP

· CIK 0002034793
13F Portfolio $223M AUM 249 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 248 New
Page 3 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY & CO Healthcare 1,234.0 $1.1M 0.51% NEW $919.84 +11.0%
42 LRCX LAM RESEARCH CORP Technology 5,288.0 $1.1M 0.51% NEW $213.94 +27.8%
43 BLK BLACKROCK INC Financial Services 1,167.0 $1.1M 0.50% NEW $961.82 +9.3%
44 DFAR DIMENSIONAL ETF TRUST 46,514.0 $1.1M 0.49% NEW $23.65 +10.1%
45 JMST J P MORGAN EXCHANGE TRADED F 21,072.0 $1.1M 0.48% NEW $50.98 -0.2%
46 DFSV DIMENSIONAL ETF TRUST 29,749.0 $1.0M 0.47% NEW $35.04 +6.0%
47 HYG ISHARES TR 13,000.0 $1.0M 0.46% NEW $79.56 +0.4%
48 BERKSHIRE HATHAWAY INC DEL 2,157.0 $1.0M 0.46% NEW $479.29
49 JPM JPMORGAN CHASE & CO. Financial Services 3,495.0 $1.0M 0.46% NEW $294.16 +0.5%
50 ABBV ABBVIE INC Healthcare 4,667.0 $1.0M 0.46% NEW $217.50 -2.4%
51 BMY BRISTOL-MYERS SQUIBB CO Healthcare 16,357.0 $992K 0.45% NEW $60.65 -3.5%
52 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,814.0 $954K 0.43% NEW $338.89 +15.9%
53 FDX FEDEX CORP Industrials 2,605.0 $932K 0.42% NEW $357.63 +4.8%
54 T AT&T INC Communication Services 32,081.0 $930K 0.42% NEW $28.99 -13.8%
55 ORCL ORACLE CORP Technology 6,275.0 $923K 0.41% NEW $147.11 +23.4%
56 TSLA TESLA INC Consumer Cyclical 2,419.0 $899K 0.40% NEW $371.75 +8.7%
57 GM GENERAL MTRS CO Consumer Cyclical 11,861.0 $884K 0.40% NEW $74.50 -2.5%
58 AVDS AMERICAN CENTY ETF TR 12,244.0 $880K 0.40% NEW $71.85 +8.7%
59 VCSH VANGUARD SCOTTSDALE FDS 10,993.0 $871K 0.39% NEW $79.27 -0.5%
60 IMTM ISHARES TR 17,911.0 $860K 0.39% NEW $48.02 +9.2%
Page 3 of 13  ·  248 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.1%
Technology 28.3%
Communication Services 9.1%
Healthcare 8.0%
Consumer Cyclical 8.0%
Industrials 7.2%
Consumer Defensive 3.1%
Basic Materials 1.9%
Utilities 1.8%
Energy 1.5%