Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Ariadne Wealth Management, LP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Ariadne Wealth Management, LP (CIK 2034793) reported $226.1M across 254 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFUV ($9.0M, 3.96%), AVUS ($7.9M, 3.51%), DFAT ($7.2M, 3.18%), AVDE ($6.6M, 2.90%), DFAC ($6.4M, 2.83%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFUVDIMENSIONAL ETF TRUST$9.0M3.96%162,935Added
2AVUSAMERICAN CENTY ETF TR$7.9M3.51%61,993Trimmed
3DFATDIMENSIONAL ETF TRUST$7.2M3.18%103,000Trimmed
4AVDEAMERICAN CENTY ETF TR$6.6M2.90%73,451Added
5DFACDIMENSIONAL ETF TRUST$6.4M2.83%144,370Added
6DFICDIMENSIONAL ETF TRUST$5.7M2.50%151,691Added
7NVDANVIDIA CORPORATION$5.6M2.49%28,137Trimmed
8DFUSDIMENSIONAL ETF TRUST$5.3M2.34%64,550Trimmed
9AAPLAPPLE INC$4.6M2.05%16,019Added
10AVDVAMERICAN CENTY ETF TR$4.3M1.89%41,526Added
11DFIVDIMENSIONAL ETF TRUST$4.2M1.84%76,904Trimmed
12GOOGLALPHABET INC$3.3M1.47%9,304Trimmed
13AVGOBROADCOM INC$3.3M1.46%8,760Trimmed
14AVEMAMERICAN CENTY ETF TR$3.3M1.44%33,693Added
15DFISDIMENSIONAL ETF TRUST$3.2M1.42%91,512Added
16MSFTMICROSOFT CORP$3.2M1.40%8,486Trimmed
17AVUVAMERICAN CENTY ETF TR$2.8M1.23%22,325Added
18ICSHISHARES TR$2.6M1.16%51,845Trimmed
19GOOGALPHABET INC$2.5M1.12%7,146Trimmed
20AMZNAMAZON COM INC$2.5M1.09%10,310Trimmed
21DFASDIMENSIONAL ETF TRUST$2.5M1.08%29,773Added
22DVYEISHARES INC$2.3M1.01%70,841Trimmed
23LRCXLAM RESEARCH CORP$2.2M0.98%5,131Trimmed
24METAMETA PLATFORMS INC$2.1M0.92%3,698Trimmed
25AVEEAMERICAN CENTY ETF TR$1.9M0.82%26,831Added

Source: SEC Form 13F filings · as of 2026-06-30