Ares Financial Consulting, LLC - Portfolio Stock Holdings

Ares Financial Consulting, LLC disclosed 1162 stock positions in a recent SEC 13F filing. $143,092,389 of stock holdings were filed, with the largest holdings including VTI, USFR, and DFAT. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $243,880,799 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.