13F filer

Ariadne Wealth Management

As of Jun 30, 2026 Filed Aug 13, 2026 CIK 2034793 SEC filings ↗
13F Value
$226.1M
Positions
254
Top Position
DFUV4.0%
Top 5
16.4%

Latest filing changes

vs Mar 31, 2026
1 AAPL Apple +55.2%+$1.6M
3 ABBV AbbVie +19.2%+$226K
4 WIT Wipro +323.3%+$172K
Holdings254
# Trend (4Q)
1 DFUV 4.0% $9.0M +0.0% 162.9K 3.5% ETF
2 AVUS 3.5% $7.9M -0.3% 62.0K 3.1% ETF
3 DFAT 3.2% $7.2M -1.1% 103.0K 2.9% ETF
4 AVDE 2.9% $6.6M +0.6% 73.5K 2.8% ETF
5 DFAC 2.8% $6.4M +2.3% 144.4K 2.5% ETF
6 DFIC 2.5% $5.7M +1.1% 151.7K 2.4% ETF
7 NVDA 2.5% $5.6M -14.0% 28.1K 2.6% Common Stock
8 DFUS 2.3% $5.3M -4.2% 64.5K 2.1% ETF
9 AAPL 2.1% $4.6M +55.2% 16.0K 1.2% Common Stock
10 AVDV 1.9% $4.3M +0.9% 41.5K 1.8% ETF
11 DFIV 1.8% $4.2M -0.9% 76.9K 1.8% ETF
12 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 9,304 reported quantity $3,325,047 reported value
1.5% $3.3M -7.2% 9.3K 1.3% Common Stock
13 AVGO 1.5% $3.3M -7.7% 8.8K 1.3% Common Stock
14 AVEM 1.4% $3.3M +1.5% 33.7K 1.2% ETF
15 DFIS 1.4% $3.2M +0.5% 91.5K 1.4% ETF
16 MSFT 1.4% $3.2M -19.0% 8.5K 1.7% Common Stock
17 AVUV 1.2% $2.8M +1.2% 22.3K 1.1% ETF
18 ICSH 1.2% $2.6M -12.9% 51.8K 1.4% ETF
19 GOOG 1.1% $2.5M -11.2% 7.1K 1.0% Common Stock
20 AMZN 1.1% $2.5M -0.3% 10.3K 1.0% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing38
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.