Ariadne Wealth Management Portfolio
Invests via Ariadne Wealth Management, LP | Managed by Ariadne Wealth Management, LP
Invests via Ariadne Wealth Management, LP
Managed by Ariadne Wealth Management, LP
Automatically Tracked
Ariadne Wealth Management Profile
Boutique wealth manager focused on delivering discretionary portfolio management and comprehensive financial planning to HNW and UHNW clients, family offices and trustees. Ariadne Wealth Management combines multi-asset investment strategies, bespoke tax-aware planning, and outsourced CIO services with third-party fund selection and alternatives access. The firm emphasizes customized risk-managed solutions, advisor-led distribution, and integration of estate and philanthropic advisory to preserve capital across generations.
Boutique wealth manager focused on delivering discretionary portfolio management and comprehensive financial planning to HNW and UHNW clients, family offices and trustees. Ariadne Wealth Management combines multi-asset investment strategies, bespoke tax-aware planning, and outsourced CIO services with third-party fund selection and alternatives access. The firm emphasizes customized risk-managed solutions, advisor-led distribution, and integration of estate and philanthropic advisory to preserve capital across generations.
Investment Philosophy & Strategy
Prioritizes preservation and risk-adjusted growth through bespoke multi-asset portfolios tailored to HNW/UHNW clients and family offices. Emphasizes diversified capital allocation across public equities, fixed income, private markets and alternatives, blending thematic growth exposures with defensive value and income sleeve construction. Uses tax-aware selection, outsourced CIO processes and rigorous manager due diligence to underwrite third-party funds and direct alternative commitments. Time horizon is multi-generational, with disciplined downside protection, liquidity staging and estate/philanthropic integration to align returns with intergenerational objectives.
Prioritizes preservation and risk-adjusted growth through bespoke multi-asset portfolios tailored to HNW/UHNW clients and family offices. Emphasizes diversified capital allocation across public equities, fixed income, private markets and alternatives, blending thematic growth exposures with defensive value and income sleeve construction. Uses tax-aware selection, outsourced CIO processes and rigorous manager due diligence to underwrite third-party funds and direct alternative commitments. Time horizon is multi-generational, with disciplined downside protection, liquidity staging and estate/philanthropic integration to align returns with intergenerational objectives.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
5.91%
Gain
Monthly
0.23%
Yearly
2.85%
Drawdown
31.07%
$243.09M
Equity
Holdings
$243.09M
Investment
$176.09M
$77.72M
Profit -$1.93M
Realized
$10.71M
Unrealized
$67M
Dividends
$8.21M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.93M
Win %
78%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$2.3M
Win %
78%
This Month
Compared to last month
Gain
-0.86%
Profit
-$2.11M
Win %
78%
This Year
Compared to last year
Gain
9.74%
Profit
$21.57M
Win %
78%
BTI British American Tobacco p.l.c. ADR
+7.81%
+$29,279.81 
JBHT J.B. Hunt Transport Services, Inc.
+7.66%
+$28,974.9 
INTU Intuit Inc.
+5.3%
+$11,344.95 
NWL Newell Brands Inc.
+5.04%
+$2,847 
ADBE Adobe Inc.
+4.52%
+$14,382.55 
LX LexinFintech Holdings Ltd. American Depositary Shares
+4.45%
+$1,566.95 
ADT ADT Inc.
+4.43%
+$3,432.6 
PM Philip Morris International Inc.
+4.34%
+$21,399.1 
INFY Infosys Limited
+4.03%
+$8,465.68 
ABBV AbbVie Inc.
+4.01%
+$45,643.26 
PCOR Procore Technologies Inc.
+3.38%
+$8,004.82 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.38%
+$12,059.46 
MO Altria Group, Inc.
+3.29%
+$25,561.76 
IBM International Business Machines Corporation
+3.28%
+$10,027.09 
GILD Gilead Sciences Inc.
+3.27%
+$24,459.31 
ISRG Intuitive Surgical, Inc.
+3.14%
+$12,388.99 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+3.11%
+$9,372.88 
DINO HF Sinclair Corporation
+3.07%
+$17,283.42 
RL Ralph Lauren Corporation
+3.07%
+$11,782.37 
MRK Merck & Co., Inc.
+3.07%
+$24,854.82 
MRSH Marsh & McLennan Companies, Inc.
+3.05%
+$8,408.94 
MCD McDonald's Corporation
+3.05%
+$6,916.4 
PEP PepsiCo, Inc.
+2.96%
+$7,322.26 
COST Costco Wholesale Corporation
+2.9%
+$13,310 
BMY Bristol-Myers Squibb Company
+2.89%
+$27,725.12 
KO The Coca-Cola Company
+2.83%
+$10,457.04 
T AT&T Inc.
+2.78%
+$19,088.19 
PSX Phillips 66
+2.73%
+$6,548.4 
LU Lufax Holding Ltd. ADR
+2.65%
+$430.22 
CP Canadian Pacific Kansas City Limited
+2.64%
+$13,080.47 
ULTA Ulta Beauty Inc.
+2.6%
+$4,949.04 
MA Mastercard Incorporated
+2.58%
+$20,653.42 
VZ Verizon Communications Inc.
+2.54%
+$12,560.07 
TPR Tapestry Inc.
+2.5%
+$9,757.8 
CMCSA Comcast Corp
+2.49%
+$4,844.39 
MLI Mueller Industries Inc.
+2.4%
+$5,059.08 
V Visa Inc. Class A
+2.37%
+$44,710.2 
SPGI S&P Global Inc.
+2.36%
+$9,313.5 
SCHH Schwab U.S. REIT ETF
+2.23%
+$8,683.05 
FIVE Five Below, Inc.
+2.18%
+$5,468.79 
DFAR Dimensional US Real Estate ETF
+2.13%
+$26,280.41 
MCO Moody's Corporation
+2.12%
+$6,764.33 
WMT Walmart Inc.
+2.12%
+$7,038.55 
RITM Rithm Capital Corp.
+2.11%
+$2,008.11 
PG Procter & Gamble Co
+2.01%
+$4,884.22 
VRSN Verisign Inc.
+1.97%
+$6,761.72 
AM Antero Midstream Corporation
+1.83%
+$4,128.7 
KT KT Corporation
+1.82%
+$4,212.49 
WOOF Petco Health and Wellness Company, Inc.
+1.74%
+$945.72 
EIX Edison International
+1.67%
+$10,024.96 
FDX FedEx Corporation
+1.57%
+$12,790.55 
AVRE Avantis Real Estate ETF
+1.5%
+$6,791.76 
HD The Home Depot, Inc.
+1.49%
+$17,785.08 
AAPL Apple Inc.
+1.46%
+$49,282.78 
UBER Uber Technologies, Inc.
+1.45%
+$3,841.26 
LLY Eli Lilly and Company
+1.4%
+$19,929.14 
DFAT Dimensional US Targeted Value ETF
+1.34%
+$97,854.94 
DFSV Dimensional US Small Cap Value ETF
+1.33%
+$15,469.48 
NVS Novartis AG Sponsored ADR
+1.32%
+$10,584.76 
HON Honeywell International Inc.
+1.21%
+$1,379.55 
VGSR Vert Global Sustainable Real Estate ETF
+1.21%
+$6,395.48 
ILMN Illumina, Inc.
+1.21%
+$9,040 
MSFT Microsoft Corp.
+1.15%
+$47,583.84 
TEAM Atlassian Corporation Class A
+1.12%
+$3,050.86 
JNJ Johnson & Johnson
+1.12%
+$9,309.48 
CVX Chevron Corporation
+1.11%
+$2,795.68 
WIT Wipro Limited American Depositary Receipt
+1.09%
+$473.76 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.07%
+$5,577 
COF Capital One Financial Corporation
+1.06%
+$3,281.16 
INCY Incyte Corporation
+1.06%
+$4,722.62 
OMF OneMain Holdings Inc.
+1.02%
+$2,333.06 
XOM Exxon Mobil Corporation
+1.02%
+$4,773.09 
MEDP Medpace Holdings Inc.
+1.01%
+$2,352.05 
GL Globe Life Inc.
+1.01%
+$2,723.2 
AVUV Avantis U.S. Small Cap Value ETF
+0.97%
+$26,818.88 
TOL Toll Brothers Inc
+0.97%
+$3,321.12 
TSN Tyson Foods Inc.
+0.96%
+$1,735.8 
GD General Dynamics Corporation
+0.95%
+$2,862.75 
SSL Sasol Ltd Sponsored ADR
+0.87%
+$2,880.78 
USMV iShares MSCI USA Min Vol Factor ETF
+0.84%
+$3,200.68 
MMM 3M Company
+0.83%
+$3,116.84 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.74%
+$8,087.22 
JXN Jackson Financial Inc.
+0.72%
+$5,295.6 
BKNG Booking Holdings Inc.
+0.71%
+$3,902.25 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.66%
+$2,055.35 
AVSC Avantis U.S. Small Cap Equity ETF
+0.65%
+$2,781.6 
WF Woori Financial Group Inc. Sponsored ADR
+0.62%
+$2,685.15 
MELI MercadoLibre, Inc.
+0.57%
+$1,932 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$5,651.34 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$2,025.15 
DAL Delta Air Lines, Inc.
+0.44%
+$1,418.25 
PLTR Palantir Technologies Inc.
+0.42%
+$7,008.53 
PNC The PNC Financial Services Group, Inc.
+0.39%
+$1,827.7 
VTV Vanguard Value ETF
+0.38%
+$2,119.09 
DFAS Dimensional U.S. Small Cap ETF
+0.3%
+$7,086.72 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
+0.29%
+$1,384.16 
WFC Wells Fargo & Company
+0.22%
+$616.39 
FLS Flowserve Corporation
+0.13%
+$280.98 
PCG PG&E Corporation
+0.11%
+$652.06 
QUAL iShares MSCI USA Quality Factor ETF
+0.07%
+$170.7 
KEP Korea Electric Power Corporation Sponsored ADR
+0.04%
+$98.05 
EXEL Exelixis Inc.
+0.03%
+$77.72 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$517.93 
CME CME Group Inc.
+0.02%
+$30.36 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$54.97 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PL PLANET LABS PBC
-11%
-$29,676.94 
UMC United Microelectronics Corp. Sponsored ADR
-10.73%
-$112,366.05 
AGX Argan Inc.
-10.42%
-$38,964.46 
WDC Western Digital Corporation
-10.04%
-$103,581.27 
CIEN Ciena Corporation
-7.2%
-$46,430.33 
TER Teradyne, Inc.
-6.83%
-$17,784.56 
INTC Intel Corporation
-6.72%
-$89,980.76 
ORCL Oracle Corporation
-6.49%
-$53,965 
MU Micron Technology, Inc.
-6.23%
-$121,785.44 
AMD Advanced Micro Devices, Inc.
-6.07%
-$33,190.29 
AVGO Broadcom Inc.
-5.52%
-$206,670.42 
LRCX Lam Research Corporation
-5.44%
-$96,558.88 
SOXX iShares Semiconductor ETF
-5.18%
-$22,864.19 
MTZ MasTec, Inc. Common Stock
-5.09%
-$17,645.49 
DELL Dell Technologies Inc.
-4.84%
-$61,778.16 
GOOGL Alphabet Inc
-4.78%
-$177,613.59 
MS Morgan Stanley
-4.77%
-$25,747.6 
QCOM QUALCOMM Incorporated
-4.76%
-$24,730.05 
HPE Hewlett Packard Enterprise Company
-4.73%
-$19,714.24 
GOOG Alphabet Inc
-4.7%
-$140,167.91 
NEM Newmont Corporation
-4.67%
-$13,992.86 
GE General Electric Company
-4.44%
-$29,712 
FCX Freeport-McMoRan Inc.
-4.3%
-$15,618.75 
IRWD Ironwood Pharmaceuticals Inc.
-4%
-$2,010.24 
VRT Vertiv Holdings Co
-3.98%
-$28,760.76 
AA Alcoa Corporation
-3.97%
-$6,814.83 
SLV iShares Silver Trust
-3.93%
-$442,492.5 
TXN Texas Instruments Inc
-3.85%
-$26,703 
SCCO Southern Copper Corporation
-3.59%
-$15,830.56 
AMAT Applied Materials, Inc.
-3.46%
-$33,750.55 
FIX Comfort Systems USA, Inc.
-3.46%
-$54,258.08 
CNC Centene Corporation
-3.36%
-$32,188.8 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-3.31%
-$22,616.55 
MFG Mizuho Financial Group Inc. ADR
-3.28%
-$15,988 
HWM Howmet Aerospace Inc.
-3.25%
-$24,238.78 
RIO Rio Tinto Plc Sponsored ADR
-3.22%
-$7,866.14 
CMI Cummins Inc.
-3.12%
-$8,627.85 
ADI Analog Devices, Inc.
-3.12%
-$10,011.96 
NVDA NVIDIA Corporation
-2.98%
-$207,501.86 
ANET Arista Networks, Inc.
-2.94%
-$32,877.72 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.93%
-$10,658.43 
META Meta Platforms Inc Class A
-2.91%
-$75,252.13 
KLAC KLA Corporation
-2.9%
-$34,450 
IYW iShares U.S. Technology ETF
-2.75%
-$11,532.24 
ARKF Ark Fintech Innovation ETF
-2.71%
-$7,051.8 
APH Amphenol Corporation
-2.7%
-$8,597.05 
EME EMCOR Group, Inc.
-2.63%
-$9,224.88 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-2.59%
-$6,776.15 
C Citigroup Inc.
-2.51%
-$15,145.78 
BWA BorgWarner Inc.
-2.47%
-$9,413.64 
FLR Fluor Corporation
-2.4%
-$5,269.18 
FTNT Fortinet Inc.
-2.35%
-$16,923.51 
IWF iShares Russell 1000 Growth ETF
-2.32%
-$13,764.52 
GEV GE Vernova Inc.
-2.29%
-$13,651.62 
CDNS Cadence Design Systems, Inc.
-2.26%
-$6,553.35 
HFRO Highland Opportunities and Income Fund
-2.23%
-$8,993 
GLD SPDR Gold Shares
-2.07%
-$100,692.6 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-2.05%
-$35,612.8 
CSCO Cisco Systems, Inc.
-2.03%
-$10,208.19 
AVEM Avantis Emerging Markets Equity ETF
-2%
-$61,060.4 
AMZN Amazon.com Inc
-1.85%
-$48,734.24 
IMTM iShares MSCI International Momentum Factor ETF
-1.82%
-$17,194.56 
PFXF VanEck Preferred Securities ex Financials ETF
-1.72%
-$8,768.75 
SAN Banco Santander S.A. Sponsored ADR
-1.7%
-$4,345.15 
DKNG DraftKings Inc.
-1.66%
-$5,260.5 
LDEM iShares ESG MSCI EM Leaders ETF
-1.66%
-$4,770.47 
DOW Dow Inc.
-1.6%
-$2,627.22 
SKM SK Telecom Co., Ltd.
-1.58%
-$4,338.06 
ENIC Enel Chile S.A.
-1.57%
-$2,524.2 
CMG Chipotle Mexican Grill, Inc.
-1.47%
-$4,598.16 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.42%
-$3,575.2 
JPM JPMorgan Chase & Co.
-1.42%
-$17,195.71 
AVEE Avantis Emerging Markets Small Cap Equity ETF
-1.32%
-$23,540.5 
SPEM SPDR Portfolio Emerging Markets ETF
-1.32%
-$3,163.11 
TSLA Tesla, Inc.
-1.24%
-$11,853.1 
RTX RTX Corporation
-1.21%
-$4,999.65 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-1.2%
-$6,251.39 
YALA Yalla Group Ltd.
-1.2%
-$2,006.03 
AVDV Avantis International Small Cap Value ETF
-1.14%
-$49,372.8 
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF
-1.07%
-$7,281.2 
AVDE Avantis International Equity ETF
-1.06%
-$70,119.36 
DDOG Datadog, Inc. Class A Common Stock
-1.05%
-$6,085.69 
SNOW Snowflake Inc.
-1.02%
-$10,336.04 
BLK BlackRock, Inc.
-0.95%
-$12,066.78 
CIG Companhia Energética de Minas Gerais S.A. ADR
-0.93%
-$273 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.92%
-$6,905.6 
IVLU iShares MSCI International Value Factor ETF
-0.9%
-$3,776.85 
DVYE iShares Emerging Markets Dividend ETF
-0.9%
-$21,960.3 
VTHR Vanguard Russell 3000 ETF
-0.9%
-$2,077.56 
DFUS Dimensional U.S. Equity Market ETF
-0.89%
-$49,547.08 
AVDS Avantis International Small Cap Equity ETF
-0.89%
-$8,308.78 
VLUE iShares MSCI USA Value Factor ETF
-0.89%
-$8,384.4 
AVES Avantis Emerging Markets Value ETF
-0.88%
-$3,800.19 
APAM Artisan Partners Asset Management Inc.
-0.87%
-$2,876.06 
PFF iShares Preferred and Income Securities ETF
-0.86%
-$13,210.25 
SPY SPDR S&P 500 ETF Trust
-0.84%
-$7,178.22 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
-0.84%
-$3,514.26 
SCHX Schwab U.S. Large-Cap ETF
-0.79%
-$11,628.27 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.78%
-$6,199.16 
DFIC Dimensional International Core Equity Market ETF
-0.77%
-$43,538.5 
PANW Palo Alto Networks, Inc.
-0.77%
-$7,352.16 
DFAI Dimensional International Core Equity Market ETF
-0.75%
-$2,311.78 
DFIS Dimensional International Small Cap ETF
-0.73%
-$23,665.2 
DFIV Dimensional International Value ETF
-0.72%
-$31,442.58 
ABNB Airbnb, Inc.
-0.66%
-$3,563.28 
BCS Barclays PLC Sponsored ADR
-0.65%
-$3,045.1 
UTHR United Therapeutics Corporation
-0.64%
-$1,508.22 
CLNE Clean Energy Fuels Corp.
-0.64%
-$267.17 
EFV iShares MSCI EAFE Value ETF
-0.59%
-$4,627.15 
AVUS Avantis U.S. Equity ETF
-0.56%
-$44,773.2 
LYG Lloyds Banking Group Plc ADR
-0.49%
-$791.43 
IWM iShares Russell 2000 ETF
-0.41%
-$999.59 
NOW ServiceNow, Inc.
-0.37%
-$746.07 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.37%
-$23,292.06 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.24%
-$1,490.48 
BAC Bank of America Corporation
-0.23%
-$1,196.83 
PGX Invesco Preferred ETF
-0.23%
-$806.77 
IFGL iShares International Developed Real Estate ETF
-0.22%
-$652 
NFLX Netflix, Inc.
-0.21%
-$666.49 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.2%
-$3,468.64 
EMD Western Asset Emerging Markets Debt Fund Inc.
-0.19%
-$2,419.54 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
-0.17%
-$1,043.7 
MKTX MarketAxess Holdings Inc.
-0.16%
-$314.46 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.14%
-$2,023.32 
HSBC HSBC Holdings plc Sponsored ADR
-0.13%
-$338.52 
LMT Lockheed Martin Corporation
-0.1%
-$262.65 
GM General Motors Company
-0.09%
-$830.27 
CLOI VanEck CLO ETF
-0.09%
-$555.88 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.06%
-$462.9 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$169.25 
HAUZ Xtrackers International Real Estate ETF
-0.04%
-$101 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.04%
-$455 
VO Vanguard Mid-Cap ETF
-0.04%
-$229.4 
FLXR TCW Flexible Income ETF
-0.04%
-$452.48 
DFCF Dimensional Core Fixed Income ETF
-0.04%
-$292.79 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.03%
-$69.83 
DFUV Dimensional US Marketwide Value ETF
-0.03%
-$2,443.87 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.03%
-$423.38 
CALI China Auto Logistics Inc.
-0.02%
-$159.24 
VCRB Vanguard Core Bond ETF
-0.02%
-$59.59 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$105.36 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$64.99 Events
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Dividends
Dividend Analysis
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| Trades 1527 | Longs Won 1041/1527 68% | Profit Factor 19.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,881.95 |
| Average Win $78,592.76 | Best Trade (Jul 10) $5.03M | Sharpe Ratio -10.8 |
| Average Loss -$8,433.09 | Worst Trade (Jul 10) -$467,295.97 | Z-Score 4.59 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 4d | Expectancy $50,894.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
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