Ares Financial Consulting, LLC

All 13F Filings

Location
Calabasas, CA
Most recent 13F
Q1 2026
Holdings value ($000)
127,275
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 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 45.86 K 36.0% 16.77 K 0 16.77 K
ETFs 81.43 K 64.0% 5.542 K 0 5.542 K
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Fund Snapshot

Q1 2026
Latest filed
4/2/2026
Total value ($000)
127,275
Holdings
1066
QoQ value change ($000)
22,293 (21.2%)
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.