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Ares Financial Consulting - Q1 2026 13F Filings

AR

Ares Financial Consulting, LLC

CIK: 0002106717
Address: California Calabasas 4500 Park Granada, Suite 202
$127.28 M
Portfolio Value
1066
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/02/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. GOOG Alphabet
+$2.33 M
2. NVDA Nvidia Corporation
+$2.26 M
3. CEFS Saba Closed End Funds Etf
+$1.69 M
4. VTI Vanguard Total Stock Market Etf
+$1.11 M
5. GOOGL Alphabet
+$1.09 M

Top Sells

Q1 2026
1. HTGC Hercules Capital
−$787,512
2. ARCC Ares Capital Corporation
−$614,758.65
3. STIP Ishares 0-5 Year Tips Bond Etf
−$393,094.73
4. DFAI Dimensional International Core Equity Market Etf
−$354,355.87
5. AVIG Avantis Core Fixed Income Etf
−$318,681.64

Asset Allocation

Stocks/ETFs
+21.85%
$126.55 M 99.43%
Options
$0 0.00%
Debt
$0 0.00%
Other
-35.19%
$729,510 0.57%

Sector Allocation (Stocks)

Ares Financial Consulting Q1 2026 Filing Summary

Ares Financial Consulting, LLC filed its 13F report for Q1 2026 on April 02, 2026. The portfolio totaled 127.28 M reflecting a +21.24% change from the prior quarter, spanning 1,066 assets. The top 10 holdings comprised 41.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 187 new positions and 25 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Ares Financial Consulting’s Q1 2026 Filing

Ares Financial Consulting submitted their Form 13F-HR for the Q1 2026 period on 04/02/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Ares Financial Consulting reported a managed portfolio value of 127.28 M, consisting of 1,066 individual positions.

This page displays the raw filing documents. To see which stocks Ares Financial Consulting bought or sold during Q1 2026, please visit Ares Financial Consulting's Portfolio Analysis page.