Ariadne Wealth Management, LP - Portfolio overview

Ariadne Wealth Management, LP has 278 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SLV - ISHARES SILVER TR, 6.40%
2. DFUV - DIMENSIONAL ETF TRUST, 3.44%
3. AVUS - AMERICAN CENTY ETF TR, 3.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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