Ares Financial Consulting
Ares Financial Consulting reported 1,069 stocks worth $145M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VTI (11.2%), USFR (6.9%) and NVDA (3.7%). Compared with Q2 2026, the fund opened new positions in DFAT, DFAC and DFAS, added to USFR, NVDA and DFIP, trimmed VTI, AVUS and DFAI and sold out of BND, CMF and RGTI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $16.2M | 11.2% | 43K | −1,575 (−4%) | 4 of 4 | |
| 2 |  USFR Wisdomtree TR | $10M | 6.9% | 199K | +50K (+34%) | 4 of 4 | |
| 3 |  NVDA Nvidia Corporation | $5.3M | 3.7% | 23K | +404 (+2%) | 4 of 4 | |
| 4 |  DFAT Dfa Invt Dimensions Group Inc U.s. Trgtd Val | $4.9M | 3.4% | 74K | New position | 1 of 4 | |
| 5 |  DFIP Dimensional Infltn Prtd | $4.7M | 3.3% | 120K | +12K (+11%) | 4 of 4 | |
| 6 |  STIP Ishares 0-5 | $4M | 2.7% | 40K | +1,695 (+4%) | 4 of 4 | |
| 7 |  AVUS Avantis U.s. Equity ETF | $3.7M | 2.6% | 29K | −2,374 (−8%) | 4 of 4 | |
| 8 |  LTPZ Pimco ETF TR | $3.6M | 2.5% | 80K | +12K (+17%) | 4 of 4 | |
| 9 |  DFAI Dimensional Intern Core | $3.5M | 2.4% | 84K | −17K (−17%) | 4 of 4 | |
| 10 |  DFIC Dimensional Intern Core | $3.4M | 2.4% | 91K | +21K (+30%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL U S TARGETED | $5M | 71K |
DIMENSIONAL ETF TRUST | $3M | 67K |
DIMENSIONAL U S SMALL CAP ETF | $249K | 3,021 |
 BND Vanguard BD Index Fds | $199K | 2,709 |
DIMENSIONAL ETF TRUST | $134K | 1,634 |
🔒 Free account: see all 30.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ares Financial Consulting 13F FAQ
What does Ares Financial Consulting own?
Ares Financial Consulting reported 1,069 stocks worth $145M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VTI (11.2%), USFR (6.9%) and NVDA (3.7%). The table above lists every position in the filing (the top 10 without an account).
What did Ares Financial Consulting buy and sell in Q3 2026?
Compared with Q2 2026: 21 new positions, 210 added to, 75 trimmed and 84 sold out. New positions include DFAT, DFAC and DFAS. It sold all of BND, CMF and RGTI.
When will Ares Financial Consulting file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Ares Financial Consulting's portfolio worth?
The Q3 2026 filing reports $145M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.