Ares Financial Consulting, LLC

All 13F Filings

Location
Calabasas, CA
Most recent 13F
Q2 2026
Holdings value ($000)
139,385
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/9/2026 1,132 139,385 13F-HR Ares Financial Consulting, LLC
Q1 2026 4/2/2026 1,066 127,275 13F-HR Ares Financial Consulting, LLC
Q4 2025 1/30/2026 895 104,982 13F-HR Ares Financial Consulting, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 51.2 K 36.7% 5.334 K 0 5.334 K
ETFs 88.2 K 63.3% 6.772 K 0 6.772 K
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Fund Snapshot

Q2 2026
Latest filed
7/9/2026
Total value ($000)
139,385
Holdings
1132
QoQ value change ($000)
12,110 (9.5%)
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.