Ariadne Wealth Management, LP

All 13F Filings

Location
Santa Barbara, CA
Most recent 13F
Q1 2026
Holdings value ($000)
222,726
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 5/15/2026 248 222,726 13F-HR Ariadne Wealth Management, LP
Q4 2025 2/13/2026 261 241,991 13F-HR Ariadne Wealth Management, LP
Q3 2025 11/20/2025 245 223,135 13F-HR Ariadne Wealth Management, LP
Q2 2025 8/14/2025 230 209,167 13F-HR Ariadne Wealth Management, LP
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 96.38 K 43.3% 0 92.22 K -92.22 K
ETFs 126.3 K 56.7% 74.73 K 0 74.73 K
Other 0 0.0% 0 1.775 K -1.775 K
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Fund Snapshot

Q1 2026
Latest filed
5/15/2026
Total value ($000)
222,726
Holdings
248
QoQ value change ($000)
-19,265 (-8.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.