Fund Holdings — Ariadne Wealth Management, LP

Total Portfolio Value
$222.73M
Total Bought
$9.72M
Total Sold
$20.28M
Net Transaction
-$10.56M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ADOBE INC(ADBE)01,417+1,41703440.15%+344
PROCORE TECHNOLOGIES INC(PCOR)05,427+5,42703090.14%+309
MICROSOFT CORP(MSFT)8,89910,481+1,5823,5763,8801.74%+304
MOODYS CORP(MCO)0631+63102750.12%+275
PALANTIR TECHNOLOGIES INC(PLTR)12,08412,515+4311,5601,8310.82%+270
MCDONALDS CORP(MCD)0856+85602660.12%+266
INFOSYS LTD(INFY)019,024+19,02402570.12%+257
DOW INC(DOW)05,531+5,53102300.10%+230
ANTERO MIDSTREAM CORP(AM)010,070+10,07002300.10%+230
CME GROUP INC(CME)0759+75902240.10%+224
PHILLIPS 66(PSX)01,224+1,22402230.10%+223
HEWLETT PACKARD ENTERPRISE C(HPE)08,801+8,80102110.09%+211
ADVANCED MICRO DEVICES INC(AMD)01,033+1,03302100.09%+210
TYSON FOODS INC(TSN)03,156+3,15602020.09%+202
ATLASSIAN CORPORATION02,962+2,96202020.09%+202
SERVICENOW INC(NOW)01,913+1,91302000.09%+200
DELL TECHNOLOGIES INC(DELL)3,0433,092+493435080.23%+164
SASOL LTD(SSL)30,07730,324+2472313930.18%+162
COSTCO WHSL CORP NEW(COST)337500+1633374980.22%+162
AIRBNB INC2,6783,636+9583114590.21%+149
INTUITIVE SURGICAL INC52,8901,013-51,8773404670.21%+127
ISHARES TR52,8906,159-46,7313404650.21%+125
COCA COLA CO(KO)2,8824,488+1,6062283440.15%+116
S&P GLOBAL INC(SPGI)660887+2272623770.17%+115
PG&E CORP(PCG)26,17232,603+6,4314605740.26%+115
KLA CORP(KLAC)470530+606827800.35%+98
ISHARES SILVER TR(SLV)215,850215,850014,62014,7086.60%+88
FORTINET INC(FTNT)3,2324,373+1,1412723570.16%+85
TORTOISE ENERGY INFRA CORP(TYG)25,10025,10001,1741,2510.56%+77
PLANET LABS PBC(PL)10,63710,831+1942273030.14%+76
BOOKING HOLDINGS INC(BKNG)105121+164375090.23%+73
NETFLIX INC(NFLX)4,4494,205-2443384040.18%+67
APPLIED MATLS INC1,5621,685+1235135760.26%+63
INTUIT(INTU)674765+912683310.15%+63
EXXON MOBIL CORP3,2523,247-54915510.25%+60
VERTIV HOLDINGS CO(VRT)2,2702,373+1035375950.27%+58
MARSH & MCLENNAN COS INC(MRSH)1,2471,563+3162162710.12%+55
JOHNSON & JOHNSON(JNJ)3,1733,373+2007768240.37%+49
ARGAN INC698614-842893340.15%+46
UNITED THERAPEUTICS CORP DEL(UTHR)456441-152172620.12%+44
EDISON INTL(EIX)7,6897,832+1435315730.26%+42
FIVE BELOW INC(FIVE)1,2771,299+222572970.13%+40
PHILIP MORRIS INTL INC(PM)2,2212,726+5054204550.20%+36
CHEVRON CORP NEW(CVX)1,3811,384+32522860.13%+34
HOWMET AEROSPACE INC(HWM)2,3862,668+2825846150.28%+31
MASTEC INC(MTZ)1,064969-952823120.14%+29
SNOWFLAKE INC(SNOW)3,0743,718+6445325610.25%+29
AMERICAN CENTY ETF TR21,24922,055+8062,4092,4361.09%+27
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
27,74329,749+2,0061,0151,0420.47%+27
RTX CORPORATION(RTX)1,8952,114+2193814080.18%+27
ALTRIA GROUP INC(MO)10,72511,018+2937197400.33%+21
BRISTOL-MYERS SQUIBB CO(BMY)16,26416,357+939749920.45%+18
HF SINCLAIR CORP(DINO)6,9706,699-2714004180.19%+18
COMFORT SYS USA INC(FIX)946904-421,2301,2470.56%+17
KAYNE ANDERSON ENERGY INFRST(KYN)21,30221,30202903040.14%+14
ALCOA CORP(AA)3,6403,531-1092202340.11%+14
DELTA AIR LINES INC DEL(DAL)3,4303,782+3522382510.11%+13
INVESCO EXCH TRADED FD TR II52,89032,271-20,6193403510.16%+12
MERCK & CO INC(MRK)6,5726,558-147847940.36%+11
PETCO HEALTH & WELLNESS CO I(WOOF)20,59521,016+42150580.03%+9
LEXINFINTECH HLDGS LTD(LX)16,02724,107+8,08045530.02%+8
LOCKHEED MARTIN CORP(LMT)478515+373053110.14%+7
ARK ETF TR
BLOC FIN INN ETF
6,1326,13202272330.10%+6
GENERAL MTRS CO(GM)10,99111,861+8708798840.40%+5
ILLUMINA INC(ILMN)4,2644,000-2644884930.22%+5
CIA ENERGETICA DE MINAS GERA(CIG)13,65013,650031330.01%+2
ONEMAIN HLDGS INC(OMF)3,5083,763+2552002010.09%+1
CLEAN ENERGY FUELS CORP(CLNE)17,68217,811+12945440.02%-1
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
135,002141,164+6,1625,4885,4862.46%-2
VANECK ETF TRUST
CLO ETF
12,35312,35306536510.29%-2
TERADYNE INC(TER)735761+262292260.10%-3
DIMENSIONAL ETF TRUST
GLOBAL SUSTAINA
4,6554,65502442410.11%-3
HUNT J B TRANS SVCS INC(JBHT)1,3441,369+252952900.13%-4
VANGUARD MALVERN FDS3,9733,97303123070.14%-5
RIO TINTO PLC(RIO)2,6092,60902552500.11%-5
UBER TECHNOLOGIES INC(UBER)3,7603,641-1192682620.12%-6
AMERICAN CENTY ETF TR5,7925,856+643713650.16%-6
FLUOR CORP NEW(FLR)4,5934,319-2742102010.09%-8
BRITISH AMERN TOB PLC(BTI)6,3866,38603873790.17%-8
GE VERNOVA INC(GEV)614564-505014930.22%-9
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
694696+22092000.09%-9
CUMMINS INC(CMI)395415+202332230.10%-9
SPDR INDEX SHS FDS
ST MARKE CAP ETF
3,4883,48802402310.10%-10
ISHARES TR83383302162070.09%-10
ISHARES TR
MSCI USA MIN ETF
3,9763,97603783690.17%-10
HSBC HLDGS PLC(HSBC)2,6552,604-512302210.10%-10
ISHARES TR
MSCI USA QLT FCT
1,1381,13802282180.10%-10
GLOBE LIFE INC1,5001,480-202162060.09%-10
SPDR SERIES TRUST
ST STR P500VAL
5,0295,02902952850.13%-10
SPDR SERIES TRUST
ST NUVE HIGH ETF
24,80024,80006266150.28%-11
DRAFTKINGS INC NEW(DKNG)11,20112,525+1,3242822710.12%-11
ENEL CHILE S.A.(ENIC)36,06036,06001541420.06%-12
TCW ETF TRUST
FLEXIBLE INCOME
30,16530,16501,1961,1850.53%-12
IRONWOOD PHARMACEUTICALS INC(IRWD)12,22412,564+34056440.02%-12
SK TELECOM CO LTD(SKM)8,5068,50602622490.11%-13
FREEPORT-MCMORAN INC(FCX)5,8615,950+893643500.16%-14
WIPRO LTD(WIT)28,11823,688-4,43064500.02%-14
HONEYWELL INTL INC(HON)1,0201,02002452310.10%-14
VODAFONE GROUP PLC NEW(VOD)23,64623,64603693550.16%-14
BANCO SANTANDER SA(SAN)18,49018,49002232090.09%-14
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Ariadne Wealth Management, LP — 13F Holdings — Q1 2026 | TickerTrail