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Ares Financial Consulting, LLC | Tormere

Ares Financial Consulting, LLC

Est. AUM

$124.4M

13F long equity, this entity only

Positions

1,062

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TOTAL STOCK MARKET ETF	ETF	$14.3M	44192	11.48%	SOLE
2	WISDOMTREE FLOATING RATE TREASURY FUND	ETF	$7.9M	156923	6.35%	SOLE
3	DIMENSIONAL U.S. TARGETED VALUE ETF	ETF	$4.4M	70723	3.56%	SOLE
4	DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF	ETF	$4.4M	104508	3.50%	SOLE
5	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	ETF	$4.3M	107482	3.42%	SOLE
6	NVIDIA CORPORATION COM	Stock	$4.0M	22479	3.17%	SOLE
7	AVANTIS U.S. EQUITY ETF	ETF	$3.8M	34247	3.08%	SOLE
8	ISHARES 0-5 YEAR TIPS BOND ETF	ETF	$3.6M	35126	2.91%	SOLE
9	PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND	ETF	$2.9M	57193	2.35%	SOLE
10	ALPHABET INC CAP STK CL C	Stock	$2.8M	9615	2.28%	SOLE
11	DIMENSIONAL U.S. CORE EQUITY 2 ETF	ETF	$2.8M	71636	2.25%	SOLE
12	VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$2.5M	31749	1.99%	SOLE
13	APPLE INC COM	Stock	$2.4M	9394	1.93%	SOLE
14	DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	ETF	$2.1M	59041	1.71%	SOLE
15	MICROSOFT CORP COM	Stock	$1.9M	5200	1.54%	SOLE
16	ALPHABET INC CAP STK CL A	Stock	$1.8M	5992	1.43%	SOLE
17	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$1.7M	11556	1.33%	SOLE
18	VANGUARD INTERMEDIATE-TERM TREASURY ETF	ETF	$1.6M	26631	1.27%	SOLE
19	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	ETF	$1.5M	30975	1.24%	SOLE
20	RTX CORPORATION COM	Stock	$1.4M	7410	1.16%	SOLE
21	FREEDOM 100 EMERGING MARKETS ETF	ETF	$1.4M	25047	1.12%	SOLE
22	DIMENSIONAL US CORE EQUITY MARKET ETF	ETF	$1.4M	29971	1.09%	SOLE
23	INVESCO QQQ TRUST SERIES I	ETF	$1.2M	2051	0.96%	SOLE
24	NORTHROP GRUMMAN CORP COM	Stock	$1.1M	1600	0.90%	SOLE
25	AMAZON COM INC COM	Stock	$1.1M	5256	0.89%	SOLE
26	DIMENSIONAL CORE FIXED INCOME ETF	ETF	$1.0M	23791	0.81%	SOLE
27	IMGP DBI MANAGED FUTURES STRATEGY ETF	ETF	$940K	31129	0.76%	SOLE
28	INVESCO NASDAQ 100 ETF	ETF	$883K	3669	0.71%	SOLE
29	TESLA INC COM	Stock	$877K	2300	0.70%	SOLE
30	WALMART INC COM	Stock	$815K	6534	0.65%	SOLE
31	VANGUARD SHORT-TERM TREASURY ETF	ETF	$740K	12687	0.59%	SOLE
32	SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST	ETF	$716K	7590	0.58%	SOLE
33	VANGUARD S&P 500 ETF	ETF	$708K	1175	0.57%	SOLE
34	DIMENSIONAL GLOBAL REAL ESTATE ETF	ETF	$692K	25866	0.56%	SOLE
35	PFIZER INC COM	Stock	$639K	22385	0.51%	SOLE
36	CHEVRON CORPORATION COM	Stock	$633K	3206	0.51%	SOLE
37	DIMENSIONAL INTERNATIONAL VALUE ETF	ETF	$614K	11513	0.49%	SOLE
38	META PLATFORMS INC CL A	Stock	$605K	1045	0.49%	SOLE
39	BROADCOM INC COM	Stock	$595K	1897	0.48%	SOLE
40	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	ETF	$564K	16398	0.45%	SOLE
41	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$556K	8540	0.45%	SOLE
42	EXXON MOBIL CORP COM	Stock	$550K	3422	0.44%	SOLE
43	SCHWAB US TIPS ETF	ETF	$543K	20443	0.44%	SOLE
44	ISHARES CORE S&P 500 ETF	ETF	$534K	811	0.43%	SOLE
45	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$519K	1086	0.42%	SOLE
46	JPMORGAN CHASE & CO COM	Stock	$500K	1693	0.40%	SOLE
47	COSTCO WHOLESALE CORPORATION COM	Stock	$488K	489	0.39%	SOLE
48	AVANTIS INTERNATIONAL EQUITY ETF	ETF	$486K	5642	0.39%	SOLE
49	MCDONALDS CORP COM	Stock	$426K	1385	0.34%	SOLE
50	JOHNSON & JOHNSON COM	Stock	$420K	1720	0.34%	SOLE

1–50 of 1,062

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.