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Portfolio (Quarterly) Guide ↗

Ares Financial Consulting, LLC

· CIK 0002106717
13F Portfolio $105M AUM 895 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 895 New
Page 4 of 45  ·  895 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON COM Healthcare 1,359.0 $281K 0.27% NEW $206.93 +12.0%
62 AVRE AVANTIS REAL ESTATE ETF 6,385.0 $278K 0.27% NEW $43.53 +9.9%
63 VBR VANGUARD SMALL CAP VALUE ETF 1,236.0 $262K 0.25% NEW $211.84 +8.9%
64 IWF ISHARES RUSSELL 1000 GROWTH ETF 537.0 $254K 0.24% NEW $473.46 -73.7%
65 EDV VANGUARD EXTENDED DURATION TREASURY ETF 3,495.0 $227K 0.22% NEW $65.02 -4.5%
66 VIG VANGUARD DIVIDEND APPRECIATION ETF 992.0 $218K 0.21% NEW $219.67 +5.2%
67 SPY STATE STR SPDR S&P 500 ETF TR TR UNIT Financial Services 316.0 $215K 0.20% NEW $681.34 +9.0%
68 DFAS DIMENSIONAL U.S. SMALL CAP ETF 3,008.0 $210K 0.20% NEW $69.67 +10.3%
69 LLY ELI LILLY & CO COM Healthcare 192.0 $206K 0.20% NEW $1074.86 -3.1%
70 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 6,077.0 $205K 0.20% NEW $33.74 +22.3%
71 SCHF SCHWAB INTERNATIONAL EQUITY ETF 8,456.0 $203K 0.19% NEW $24.04 +13.8%
72 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 2,661.0 $196K 0.19% NEW $73.57 +12.3%
73 BSV VANGUARD SHORT-TERM BOND ETF 2,300.0 $181K 0.17% NEW $78.81 -1.2%
74 T AT&T INC COM Communication Services 7,122.0 $177K 0.17% NEW $24.84 +0.4%
75 PAYX PAYCHEX INC COM Industrials 1,570.0 $176K 0.17% NEW $112.18 -16.0%
76 CARR CARRIER GLOBAL CORPORATION COM Industrials 3,330.0 $176K 0.17% NEW $52.84 +17.7%
77 O REALTY INCOME CORP COM Real Estate 3,099.0 $175K 0.17% NEW $56.37 +10.4%
78 BND VANGUARD TOTAL BOND MARKET ETF 2,322.0 $172K 0.16% NEW $74.06 -1.5%
79 SCHB SCHWAB U.S. BROAD MARKET ETF 155,951.0 $171K 0.16% NEW $1.09 +2514.5%
80 IBM INTERNATIONAL BUSINESS MACHS COM Technology 565.0 $167K 0.16% NEW $296.21 -14.6%
Page 4 of 45  ·  895 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
Technology 24.5%
Financial Services 21.1%
Industrials 14.5%
Consumer Cyclical 8.1%
Consumer Defensive 7.2%
Communication Services 7.1%
Healthcare 7.0%
Energy 4.7%
Real Estate 3.3%
Utilities 1.4%