Ariadne Wealth Management, LP has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $8.16B, Blackrock Ultra Short Term Bon with a value of $6.55B, Dimensional ETF Tr U S Target with a value of $6.45B, I Shares Silver Trust with a value of $6.43B, and American Centy ETF Tr Avantis with a value of $6.32B.
Examining the 13F form we can see an decrease of $27B in the current position value, from $219B to 192B.
Ariadne Wealth Management, LP is based out at Santa Barbara, CA
Below you can find more details about Ariadne Wealth Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$192 Billion
ETFs: $108 Billion
Technology: $25.1 Billion
Financial Services: $14.1 Billion
Communication Services: $8.09 Billion
Healthcare: $7.71 Billion
Consumer Cyclical: $7.38 Billion
Industrials: $2.62 Billion
Consumer Defensive: $2.14 Billion
Other: $2.24 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions