Fund HoldingsAriadne Wealth Management, LP

Total Portfolio Value
$226.07M
Total Bought
$26.76M
Total Sold
$47.35M
Net Transaction
-$20.59M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLE INC(AAPL)10,32116,019+5,6982,6194,6352.05%+2,016
VANGUARD TAX-MANAGED FDS016,614+16,61401,1840.52%+1,184
LAM RESEARCH CORP(LRCX)5,2885,131-1571,1312,2230.98%+1,092
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
162,925162,935+107,8958,9633.96%+1,068
BLACKROCK MUNIHLDNGS CALI(MUC)094,481+94,48101,0380.46%+1,038
AMERICAN CENTY ETF TR62,18561,993-1926,9147,9403.51%+1,026
ASML HLDG NV
N Y REGISTRY SHS
0507+50701,0090.45%+1,009
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
141,164144,370+3,2065,4866,4042.83%+919
WESTERN ASSET INTER MUNI(SBI)0100,869+100,86907940.35%+794
MICRON TECHNOLOGY INC(MU)2,1621,287-8757311,4860.66%+755
DIMENSIONAL ETF TRUST
US TARGETED VLU
104,101103,000-1,1016,5017,2003.18%+699
KLA CORP(KLAC)5304,770+4,2407801,4390.64%+659
UNITED MICROELECTRONICS CORP(UMC)42,00638,036-3,9703771,0350.46%+658
APPLIED MATLS INC1,6851,697+125761,2270.54%+651
INTEL CORP(INTC)13,0038,627-4,3765741,2050.53%+631
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0623+62306020.27%+602
AXIS CAP HLDGS LTD
SHS
05,428+5,42805830.26%+583
AMERICAN CENTY ETF TR33,18533,693+5082,6743,2511.44%+577
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
67,41164,550-2,8614,7805,2892.34%+509
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,8143,011+1979541,4380.64%+484
WESTERN DIGITAL CORP(WDC)2,0071,599-4085431,0210.45%+478
TECHNIPFMC PLC(FTI)07,198+7,19804770.21%+477
CATERPILLAR INC(CAT)0428+42804560.20%+456
ALPHABET INC(GOOG)10,0299,304-7252,8843,3251.47%+441
ABBVIE INC(ABBV)4,6675,565+8981,0151,4000.62%+385
ASE TECHNOLOGY HLDG CO LTD(ASX)16,75316,541-2123637460.33%+383
SANDISK CORP(SNDK)0166+16603770.17%+377
BROADCOM INC(AVGO)9,4898,760-7292,9373,3091.46%+372
PALO ALTO NETWORKS INC(PANW)2,7032,339-3644337980.35%+364
DELL TECHNOLOGIES INC(DELL)3,0922,019-1,0735088710.39%+364
AMERICAN CENTY ETF TR73,04173,451+4106,1976,5522.90%+355
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
29,52829,773+2452,1002,4511.08%+351
AMERICAN CENTY ETF TR22,05522,325+2702,4362,7851.23%+349
EBAY INC.(EBAY)02,985+2,98503340.15%+334
MOLINA HEALTHCARE INC(MOH)01,441+1,44103300.15%+330
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
44,51645,888+1,3721,5381,8650.82%+327
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
150,081151,691+1,6105,3325,6522.50%+320
TEXAS INSTRS INC(TXN)2,3002,564+2644477640.34%+318
CADENCE DESIGN SYSTEM INC(CDNS)7791,412+6332165300.23%+313
AMAZON COM INC(AMZN)10,33610,310-262,1532,4571.09%+305
COSTAMARE INC(CMRE)021,386+21,38603000.13%+300
MILLICOM INTL CELLULAR S A
COM STK
03,287+3,28702980.13%+298
CROWDSTRIKE HLDGS INC(CRWD)0386+38602950.13%+295
UNITEDHEALTH GROUP INC(UNH)0703+70302920.13%+292
ISHARES TR
MSCI USA VALUE
4,9324,935+37019860.44%+285
GLOBAL SHIP LEASE INC
COM CL A
07,424+7,42402790.12%+279
VANGUARD INTL EQUITY INDEX F03,210+3,21002690.12%+269
CHUBB LIMITED
COM
0782+78202660.12%+266
CENTENE CORP DEL(CNC)14,37011,473-2,8974707360.33%+266
COMFORT SYS USA INC(FIX)904762-1421,2471,5100.67%+264
JPMORGAN CHASE & CO(JPM)3,4953,927+4321,0281,2850.57%+257
UNUM GROUP(UNM)02,874+2,87402570.11%+257
SHOPIFY INC(SHOP)02,212+2,21202530.11%+253
RENAISSANCERE HLDGS LTD(RNR)0787+78702490.11%+249
ISHARES TR79579502615090.23%+248
AMERICAN EXPRESS CO(AXP)0729+72902470.11%+247
FORTINET INC(FTNT)4,3733,869-5043575940.26%+237
AMGEN INC(AMGN)0652+65202360.10%+236
CARRIER GLOBAL CORPORATION(CARR)03,175+3,17502330.10%+233
DATADOG INC(DDOG)2,1971,861-3362594850.21%+225
CITIZENS FINL GROUP INC(CFG)03,187+3,18702230.10%+223
DELUXE CORP MEDIUM TERM NTS(DLX)09,250+9,25002210.10%+221
ISHARES TR52,9006,172-46,7283025220.23%+220
XCEL ENERGY INC(XEL)02,732+2,73202190.10%+219
ROBINHOOD MKTS INC(HOOD)02,167+2,16702170.10%+217
ALPHABET INC(GOOG)8,0517,146-9052,3102,5251.12%+215
ISHARES TR
MSCI USA MMENTM
0622+62202130.09%+213
FAIR ISAAC CORP(FICO)0178+17802130.09%+213
WOODWARD INC(WWD)0497+49702110.09%+211
SYNOPSYS INC(SNPS)0471+47102100.09%+210
INTERNATIONAL SEAWAYS INC(INSW)02,733+2,73302090.09%+209
BERKSHIRE HATHAWAY INC DEL2,1572,482+3251,0341,2420.55%+208
SIRIUSPOINT LTD(SPNT)08,454+8,45402030.09%+203
EQUINIX INC(EQIX)0193+19302010.09%+201
VISA INC(V)5,3105,248-621,6051,8010.80%+196
ILLUMINA INC(ILMN)4,0003,894-1064936850.30%+192
SCHWAB STRATEGIC TR49,48249,48201,2691,4560.64%+188
AMERICAN CENTY ETF TR26,45026,831+3811,6781,8600.82%+182
WIPRO LTD(WIT)23,688100,269+76,581502260.10%+175
AMERICAN CENTY ETF TR41,14441,526+3824,1094,2791.89%+171
CISCO SYS INC(CSCO)4,4974,414-833495180.23%+170
HOME DEPOT INC(HD)3,5013,742+2411,1511,3200.58%+168
TAKEDA PHARMACEUTICAL CO LTD(TAK)010,190+10,19001630.07%+163
LYFT INC(LYFT)010,652+10,65201560.07%+156
PAGSEGURO DIGITAL LTD(PAGS)015,780+15,78001430.06%+143
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
91,02091,512+4923,0653,2061.42%+141
ALTRIA GROUP INC(MO)11,01812,178+1,1607408760.39%+136
INTERNATIONAL BUSINESS MACHS(IBM)1,4491,716+2673514830.21%+131
GE VERNOVA INC(GEV)564531-334936240.28%+131
MORGAN STANLEY(MS)2,3602,453+933885130.23%+124
WELLS FARGO & CO(WFC)3,1614,533+1,3722523750.17%+123
ADVANCED MICRO DEVICES INC(AMD)1,033561-4722103260.14%+116
VERTIV HOLDINGS CO(VRT)2,3732,115-2585957080.31%+114
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
29,74929,74901,0421,1540.51%+112
WESTERN ASSET EMERGING MKTS
COM
120,977120,97701,1881,2990.57%+111
CITIGROUP INC(C)4,4814,415-665086180.27%+110
IHS HOLDING LIMITED
ORD SHS
013,283+13,28301090.05%+109
GE AEROSPACE(GE)1,8571,702-1555286360.28%+108
STATE STR SPDR S&P 500 ETF T(SPY)1,1341,13407408470.37%+107
VANGUARD INDEX FDS2,1232,12306817850.35%+104
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Ariadne Wealth Management, LP — 13F Holdings — Q2 2026 | TickerTrail