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Jeffrey Richter

Ares Financial Consulting, Llc

Assets Managed
$139.385M
Holdings
1132
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.52%(2Q avg: 15.38%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Ares Financial Consulting, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1132 positions.

Assets under management

The assets under management (AUM) of Ares Financial Consulting, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 139.385M in assets, with a quarterly growth rate of 9.52% and a 2-quarter average growth rate of 15.38%. The portfolio is managed by Jeffrey Richter, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.57%
11.92%
$16.609M
44,884 shares@ $370.05 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -5.44%
5.37%
$7.471M
148,386 shares@ $50.36 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 0.6%
3.57%
$4.973M
71,147 shares@ $69.91 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.52%
3.28%
$4.566M
22,819 shares@ $200.09 avg price
DFIP
Dimensional Inflation-protec
Recent Activity
Increased 3.73%
3.21%
$4.472M
108,404 shares@ $41.26 avg price
DFAI
Dimensional International Co
Recent Activity
Decreased -6.24%
2.99%
$4.157M
100,765 shares@ $41.25 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -8.46%
2.89%
$4.015M
31,348 shares@ $128.09 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 8.42%
2.8%
$3.89M
38,081 shares@ $102.16 avg price
LTPZ
Pimco 15+ Yr Us Tips Indx
Recent Activity
Increased 19.38%
2.49%
$3.458M
68,277 shares@ $50.66 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.4%
2.43%
$3.383M
9,576 shares@ $353.32 avg price

1-10 of 1132