account_balance
Investment manager · 13F filer · SEC CIK 2106717
Ares Financial Consulting, LLC
Reported value$145Mas of Sep 30, 2026
Positions1,069 16 new, 79 sold out
Top 10 weight41.0%VTI alone is 11%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Morningstar Total Stock Market ETF
11.2%Trimmed −4%
USFRWisdomtree Floating Rate Treasury Fund
6.9%Added +34%
NVDANVIDIA Corp
3.7%
DFATDfa Invt Dimensions Group Inc U.S. Trgtd Val
3.4%Added +4%
DFIPDimensional Inflation-Protected Securities ETF
3.3%Added +11%
STIPiShares 0-5 Year Tips Bond ETF
2.7%Added +4%
AVUSAvantis U.S. Equity ETF
2.6%Trimmed −8%
LTPZPimco 15 Year US Tips Index Exchange-Traded Fund
2.5%Added +17%
DFAIDimensional International Core Equity Market ETF
2.4%Trimmed −17%
DFICDimensional International Core Equity 2 ETF
2.4%+30%
GOOGAlphabet Inc.
2.3%
AAPLApple Inc.
2.3%+3%
VTIVanguard Morningstar Total Stock Market ETF
11.2%Trimmed −4%
USFRWisdomtree Floating Rate Treasury Fund
6.9%+34%
NVDANVIDIA Corp
3.7%
DFATDfa Invt Dimensions Group Inc U.S. Trgtd Val
3.4%+4%
DFIPDimensional Inflation-Protected Securities ETF
3.3%+11%
STIPiShares 0-5 Year Tips Bond ETF
2.7%
AVUSAvantis U.S. Equity ETF
2.6%
LTPZPimco 15 Year US Tips Index Exchange-Traded Fund
2.5%
DFAIDimensional International Core Equity Market ETF
2.4%
DFIC2.4%
GOOGAAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Morningstar Total Stock Market ETF 11.2% Trimmed −4%
USFR Wisdomtree Floating Rate Treasury Fund 6.9% Added +34%
NVDA NVIDIA Corp 3.7% HeldDFAT Dfa Invt Dimensions Group Inc U.S. Trgtd Val 3.4% Added +4%
DFIP Dimensional Inflation-Protected Securities ETF 3.3% Added +11%
STIP iShares 0-5 Year Tips Bond ETF 2.7% Added +4%
AVUS Avantis U.S. Equity ETF 2.6% Trimmed −8%
LTPZ Pimco 15 Year US Tips Index Exchange-Traded Fund 2.5% Added +17%
DFAI Dimensional International Core Equity Market ETF 2.4% Trimmed −17%
DFIC Dimensional International Core Equity 2 ETF 2.4% Added +30%
GOOG Alphabet Inc. 2.3% HeldAAPL Apple Inc. 2.3% Added +3%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.