DOSSIER · 13F-HR · Q2 2026

Ariston Services Group

$181M in tracked AUM across 70 positions as of Q2 2026.

AS
CIK 0001743859 · last filed Jun 30, 2026
Total AUM
$181M
as of Q2 2026
Holdings
70
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of Ariston Services Group SEC 13F Filing
Portfolio Overview

Ariston Services Group has undergone a significant transformation in the quarter ending December 31, 2025. The firm experienced a massive expansion in assets under management (AUM), with the total portfolio value surging by +266.4% from $46.53M to $170.49M. This dramatic increase was accompanied by a substantial broadening of scope, as the number of holdings grew from a presumably concentrated p...

The portfolio structure has shifted from what appears to have been a high-conviction stock-picking strategy to a diversified, core-satellite model. The current composition is heavily dominated by exchange-traded funds (ETFs), which account for approximately 63.7% of the total portfolio value. This suggests a strategic pivot towards beta generation and broad market exposure, overlayed with specific individual equity positions. The filing indicates a "barbell" approach, balancing large-cap dividend and value ETFs with concentrated positions in high-volatility equities like Tesla.

Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VIG
VANGUARD SPECIALIZED FUNDS
$28M117K15.3%
02
TSLA
TESLA INC
$25M60K13.9%
03
VYM
VANGUARD WHITEHALL FDS
$25M159K13.8%
04
VWO
VANGUARD INTL EQUITY INDEX F
$12M196K6.5%
05
IAU
ISHARES GOLD TR
$9M125K5.2%
06
VYMI
VANGUARD WHITEHALL FDS
$9M90K4.9%
07
VIGI
VANGUARD WHITEHALL FDS
$8M85K4.4%
08
VNQ
VANGUARD INDEX FDS
$8M80K4.2%
09
VB
VANGUARD INDEX FDS
$7M23K3.9%
10
VOO
VANGUARD INDEX FDS
$7M9K3.6%

Filing history

2026Q2Jun 30
$181M 8.4%
70 positionsView →
2026Q1Mar 31
$167M 2.0%
71 positionsView →
2025Q4Dec 31
$170M 2.7%
70 positionsView →
2025Q3Sep 30
$166M 18.0%
71 positionsView →
2025Q2Jun 30
$141M 17.5%
71 positionsLocked
2025Q1Mar 31
$120M 3.7%
69 positionsLocked
2024Q4Dec 31
$115M 0.5%
69 positionsLocked
2024Q3Sep 30
$115M 10.6%
65 positionsLocked
2024Q2Jun 30
$104M 0.6%
54 positionsLocked
2024Q1Mar 31
$104M 1.1%
57 positionsLocked
2023Q4Dec 31
$103M
53 positionsLocked