Ariadne Wealth Management, Lp

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$222.7M
Q ending 2026-03-31
Prior quarter
$242.0M
Q ending 2025-12-31
Change
-8.0% QoQ · +16.3% YoY
Positions
248
reported holdings

Largest positions

Top 100 of 248 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares Silver TrSLVShares$14.7M216K
Dimensional Etf TrustDFUVShares$7.9M163K
American Centy Etf TrAVUSShares$6.9M62K
Dimensional Etf TrustDFATShares$6.5M104K
American Centy Etf TrAVDEShares$6.2M73K
Nvidia CorporationNVDAShares$5.7M33K
Spdr Gold TrGLDShares$5.6M13K
Dimensional Etf TrustDFACShares$5.5M141K
Dimensional Etf TrustDFICShares$5.3M150K
Dimensional Etf TrustDFUSShares$4.8M67K
American Centy Etf TrAVDVShares$4.1M41K
Dimensional Etf TrustDFIVShares$4.1M78K
Microsoft CorpMSFTShares$3.9M10K
Dimensional Etf TrustDFISShares$3.1M91K
Ishares TrICSHShares$3.0M60K
Broadcom IncAVGOShares$2.9M9K
Alphabet IncGOOGLShares$2.9M10K
American Centy Etf TrAVEMShares$2.7M33K
Apple IncAAPLShares$2.6M10K
Ishares IncDVYEShares$2.5M73K
American Centy Etf TrAVUVShares$2.4M22K
Alphabet IncGOOGShares$2.3M8K
Meta Platforms IncMETAShares$2.2M4K
Amazon Com IncAMZNShares$2.2M10K
Dimensional Etf TrustDFASShares$2.1M30K
Palantir Technologies IncPLTRShares$1.8M13K
Ishares TrEMBShares$1.7M18K
Ssga Active Etf TrTOTLShares$1.7M42K
American Centy Etf TrAVEEShares$1.7M26K
Visa IncVShares$1.6M5K
Dimensional Etf TrustDFEMShares$1.5M45K
Ishares TrPFFShares$1.5M50K
Vanguard Intl Equity Index FVNQIShares$1.4M31K
Ishares TrAGGShares$1.3M13K
Schwab Strategic TrSCHXShares$1.3M49K
Tortoise Energy Infra CorpTYGShares$1.3M25K
Comfort Sys Usa IncFIXShares$1.2M904
Western Asset Emerging MktsXEMDXShares$1.2M121K
Tcw Etf TrustFLXRShares$1.2M30K
Home Depot IncHDShares$1.2M4K
Eli Lilly & CoLLYShares$1.1M1K
Lam Research CorpLRCXShares$1.1M5K
Blackrock IncBLKShares$1.1M1K
Dimensional Etf TrustDFARShares$1.1M47K
J P Morgan Exchange Traded FJMSTShares$1.1M21K
Dimensional Etf TrustDFSVShares$1.0M30K
Ishares TrHYGShares$1.0M13K
Berkshire Hathaway Inc DelBRK/BShares$1.0M2K
Jpmorgan Chase & Co.JPMShares$1.0M3K
Abbvie IncABBVShares$1.0M5K
Bristol-Myers Squibb CoBMYShares$992K16K
Taiwan Semiconductor Mfg LtdTSMShares$954K3K
Fedex CorpFDXShares$932K3K
At&T IncTShares$930K32K
Oracle CorpORCLShares$923K6K
Tesla IncTSLAShares$899K2K
General Mtrs CoGMShares$884K12K
American Centy Etf TrAVDSShares$880K12K
Vanguard Scottsdale FdsVCSHShares$871K11K
Ishares TrIMTMShares$860K18K
Johnson & JohnsonJNJShares$824K3K
Dimensional Etf TrustDFCFShares$824K20K
Novartis AgNVSShares$812K5K
Blackrock Etf Trust IiCALIShares$803K16K
Arista Networks IncANETShares$799K7K
Merck & Co IncMRKShares$794K7K
Gilead Sciences IncGILDShares$791K6K
Kla CorpKLACShares$780K530
Mastercard IncorporatedMAShares$747K1K
Altria Group IncMOShares$740K11K
Spdr S&P 500 Etf TrSPYShares$740K1K
Ishares TrEAGGShares$734K15K
Ishares TrEFVShares$732K10K
Micron Technology IncMUShares$731K2K
Ishares TrVLUEShares$701K5K
Vanguard Index FdsVTIShares$681K2K
Vaneck Etf TrustCLOIShares$651K12K
Vanguard Index FdsVVShares$645K2K
Jackson Financial IncJXNShares$622K6K
Spdr Series TrustHYMBShares$615K25K
Howmet Aerospace IncHWMShares$615K3K
Spdr Index Shs FdsQEMMShares$605K9K
Ciena CorpCIENShares$598K2K
Vertiv Holdings CoVRTShares$595K2K
Ishares IncEMHYShares$587K15K
Verizon Communications IncVZShares$578K12K
Applied Matls IncAMATShares$576K2K
Pg&E CorpPCGShares$574K33K
Intel CorpINTCShares$574K13K
Edison IntlEIXShares$573K8K
Snowflake IncSNOWShares$561K4K
Exxon Mobil CorpXOMShares$551K3K
Western Digital CorpWDCShares$543K2K
Vanguard Index FdsVOShares$531K2K
Ge AerospaceGEShares$528K2K
Ishares TrIWFShares$511K1K
Booking Holdings IncBKNGShares$509K121
Citigroup IncCShares$508K4K
Dell Technologies IncDELLShares$508K3K
Vanguard Index FdsVTVShares$507K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.