DOSSIER · 13F-HR · Q3 2026

Ares Financial Consulting, LLC

$145M in tracked AUM across 1,069 positions as of Q3 2026.

AF
CIK 0002106717 · last filed Sep 30, 2026
Total AUM
$145M
as of Q3 2026
Holdings
1,069
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Ares Financial Consulting, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
$16M43K11.2%
02
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
$10M199K6.9%
03
NVDA
NVIDIA CORPORATION COM
$5M23K3.7%
04
DFAT
DFA INVT DIMENSIONS GROUP INC U.S. TRGTD VAL
$5M74K3.4%
05
DFIP
DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF
$5M120K3.3%
06
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
$4M40K2.7%
07
AVUS
AVANTIS U.S. EQUITY ETF
$4M29K2.6%
08
LTPZ
PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND
$4M80K2.5%
09
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
$3M84K2.4%
10
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
$3M91K2.4%

Filing history

2026Q3Sep 30
$145M▲ 3.7%
1,069 positionsView →
2026Q2Jun 30
$139M▲ 9.5%
1,132 positionsView →
2026Q1Mar 31
$127M▲ 21.2%
1,066 positionsView →
2025Q4Dec 31
$105M—
895 positionsView →