Ares Financial Consulting, LLC - Portfolio overview

Ares Financial Consulting, LLC has 1066 reported holdings in this dataset, with the latest filing dated 2026-04-02.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD TOTAL STOCK MARKET ETF, 11.22%
2. USFR - WISDOMTREE FLOATING RATE TREASURY FUND, 6.21%
3. DFAT - DIMENSIONAL U.S. TARGETED VALUE ETF, 3.48%

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

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