MondegarAI
Ariadne Wealth Management, LP

Q3 2025 · 13F-HR

Ariadne Wealth Management, LPholdings as filed

Filed 2025-11-20 · accession 0002034793-25-000011

$223.1M
Reported value
245
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Ariadne Wealth Management, LP · Q3 2025

AI · grounded in 13F

Ariadne Wealth Management, LP established a new position in VEA valued at $1.02M. The fund also increased its holdings in DFEM by 42.4% and GOOGL by 0.87%. On the sell side, the manager closed out positions in Infosys Ltd, reducing exposure by $358,607, and Texas Roadhouse Inc TXRH, reducing exposure by $282,900.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46428Q109SLVISHARES SILVER TR$10.2M4.59%215,850CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$7.4M3.32%163,838CommonSOLE
025072885AVUSAMERICAN CENTY ETF TR$6.6M2.98%60,895CommonSOLE
092528884CALIBLACKROCK ETF TRUST II$6.4M2.86%126,412CommonSOLE
67066G104NVDANVIDIA CORPORATION$6.3M2.84%33,971CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$6.1M2.71%75,337CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$5.9M2.66%104,099CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$5.4M2.40%138,472CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$5.2M2.33%155,531CommonSOLE
78463V107GLDSPDR GOLD TR$5.0M2.24%13,060CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$5.0M2.24%68,444CommonSOLE
46434V878ICSHISHARES TR$4.9M2.18%95,933CommonSOLE
594918104MSFTMICROSOFT CORP$4.4M1.98%8,788CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$3.7M1.68%78,226CommonSOLE
11135F101AVGOBROADCOM INC$3.3M1.49%9,770CommonSOLE
025072190AVDSAMERICAN CENTY ETF TR$3.3M1.47%48,738CommonSOLE
25434V773DFISDIMENSIONAL ETF TRUST$3.0M1.34%94,542CommonSOLE
037833100AAPLAPPLE INC$3.0M1.34%10,914CommonSOLE
02079K305GOOGLALPHABET INC$2.9M1.31%10,492CommonSOLE
023135106AMZNAMAZON COM INC$2.6M1.16%10,937CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$2.5M1.13%32,632CommonSOLE
30303M102METAMETA PLATFORMS INC$2.3M1.04%3,813CommonSOLE
464286319DVYEISHARES INC$2.3M1.04%73,201CommonSOLE
02079K107GOOGALPHABET INC$2.2M1.00%8,026CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$2.1M0.93%40,926CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$2.0M0.89%29,605CommonSOLE
025072323AVSCAMERICAN CENTY ETF TR$1.8M0.82%32,646CommonSOLE
464288281EMBISHARES TR$1.8M0.79%18,256CommonSOLE
92826C839VVISA INC$1.7M0.78%5,157CommonSOLE
025072141AVEEAMERICAN CENTY ETF TR$1.7M0.78%27,128CommonSOLE
25434V823DFARDIMENSIONAL ETF TRUST$1.7M0.77%73,441CommonSOLE
464288687PFFISHARES TR$1.7M0.74%53,882CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.5M0.67%8,673CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$1.5M0.65%30,507CommonSOLE
437076102HDHOME DEPOT INC$1.4M0.62%3,736CommonSOLE
25434V732DFEMDIMENSIONAL ETF TRUST$1.4M0.62%41,589CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$1.3M0.60%14,844CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$1.3M0.59%49,482CommonSOLE
00287Y109ABBVABBVIE INC$1.3M0.58%5,597CommonSOLE
464287226AGGISHARES TR$1.3M0.58%12,980CommonSOLE
68389X105ORCLORACLE CORP$1.3M0.58%5,945CommonSOLE
95766A101XEMDXWESTERN ASSET EMERGING MKTS$1.3M0.58%120,977CommonSOLE
09290D101BLKBLACKROCK INC$1.2M0.55%1,142CommonSOLE
29287L700FLXRTCW ETF TRUST$1.2M0.54%30,165CommonSOLE
532457108LLYELI LILLY & CO$1.2M0.53%1,156CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.50%2,194CommonSOLE
89147L886TYGTORTOISE ENERGY INFRA CORP$1.1M0.50%25,100CommonSOLE
464288513HYGISHARES TR$1.0M0.47%13,000CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.0M0.46%3,330CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.0M0.46%16,614CommonSOLE
88160R101TSLATESLA INC$1.0M0.46%2,528CommonSOLE
00206R102TAT&T INC$935,0520.42%36,313CommonSOLE
833445109SNOWSNOWFLAKE INC$923,6270.41%3,595CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$896,6730.40%1,334CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$885,5790.40%1,594CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$885,0690.40%11,112CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$872,0930.39%27,743CommonSOLE
46434V449IMTMISHARES TR$868,1460.39%17,911CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$854,6390.38%19,973CommonSOLE
040413205ANETARISTA NETWORKS INC$831,7050.37%6,383CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$828,5390.37%2,936CommonSOLE
78467V848TOTLSSGA ACTIVE ETF TR$807,4120.36%19,976CommonSOLE
37045V100GMGENERAL MTRS CO$789,9990.35%10,989CommonSOLE
375558103GILDGILEAD SCIENCES INC$770,7310.35%6,156CommonSOLE
512807306LRCXLAM RESEARCH CORP$764,3000.34%4,985CommonSOLE
46435U549EAGGISHARES TR$751,2890.34%15,665CommonSOLE
66987V109NVSNOVARTIS AG$750,5680.34%5,690CommonSOLE
199908104FIXCOMFORT SYS USA INC$747,2360.33%832CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$703,7940.32%3,437CommonSOLE
922908769VTIVANGUARD INDEX FDS$700,2550.31%2,123CommonSOLE
464288877EFVISHARES TR$693,8760.31%9,845CommonSOLE
922908637VVVANGUARD INDEX FDS$669,9940.30%2,158CommonSOLE
464287614IWFISHARES TR$669,7990.30%1,425CommonSOLE
478160104JNJJOHNSON & JOHNSON$667,3650.30%3,418CommonSOLE
78463X426QEMMSPDR INDEX SHS FDS$664,7190.30%9,739CommonSOLE
02209S103MOALTRIA GROUP INC$658,9180.30%11,398CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$656,6090.29%2,142CommonSOLE
46432F388VLUEISHARES TR$643,5530.29%4,922CommonSOLE
31428X106FDXFEDEX CORP$642,4180.29%2,403CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$635,0680.28%1,123CommonSOLE
771049103RBLXROBLOX CORP$629,1910.28%6,213CommonSOLE
78464A284HYMBSPDR SERIES TRUST$622,7280.28%24,800CommonSOLE
458140100INTCINTEL CORP$614,6360.28%17,116CommonSOLE
443201108HWMHOWMET AEROSPACE INC$607,3070.27%3,015CommonSOLE
464286285EMHYISHARES INC$598,9350.27%14,910CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$589,8750.26%6,037CommonSOLE
58933Y105MRKMERCK & CO INC$585,3660.26%6,299CommonSOLE
461202103INTUINTUIT$583,1490.26%897CommonSOLE
64110L106NFLXNETFLIX INC$563,2640.25%488CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$543,0900.24%107CommonSOLE
747525103QCOMQUALCOMM INC$543,0440.24%3,112CommonSOLE
482480100KLACKLA CORP$542,5230.24%467CommonSOLE
060505104BACBANK AMERICA CORP$533,5110.24%10,091CommonSOLE
922908629VOVANGUARD INDEX FDS$531,3200.24%1,850CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$521,5630.23%5,535CommonSOLE
92189F429PFXFVANECK ETF TRUST$503,9880.23%28,750CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$503,0220.23%12,236CommonSOLE
303250104FICOFAIR ISAAC CORP$491,6470.22%283CommonSOLE
922908744VTVVANGUARD INDEX FDS$484,3900.22%2,583CommonSOLE
369604301GEGE AEROSPACE$483,6300.22%1,590CommonSOLE
46436E759DMXFISHARES TR$475,8420.21%6,212CommonSOLE
770700102HOODROBINHOOD MKTS INC$475,7900.21%3,915CommonSOLE
56170L695VGSRMANAGER DIRECTED PORTFOLIOS$475,7780.21%45,775CommonSOLE
172967424CCITIGROUP INC$462,4960.21%4,567CommonSOLE
452327109ILMNILLUMINA INC$457,0530.20%3,811CommonSOLE
23804L103DDOGDATADOG INC$444,4680.20%2,390CommonSOLE
922908611VBRVANGUARD INDEX FDS$441,8700.20%2,145CommonSOLE
92343E102VRSNVERISIGN INC$416,7520.19%1,657CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$412,9490.19%3,083CommonSOLE
713448108PEPPEPSICO INC$409,9720.18%2,827CommonSOLE
88579Y101MMM3M CO$409,8290.18%2,402CommonSOLE
06738E204BCSBARCLAYS PLC$407,4870.18%18,314CommonSOLE
12572Q105CMECME GROUP INC$407,1630.18%1,436CommonSOLE
46435G409IVLUISHARES TR$403,7790.18%10,910CommonSOLE
45337C102INCYINCYTE CORP$401,8230.18%3,812CommonSOLE
46434V266ISCFISHARES TR$396,7950.18%9,795CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$396,6490.18%1,822CommonSOLE
75513E101RTXRTX CORPORATION$396,6290.18%2,280CommonSOLE
025072372AVESAMERICAN CENTY ETF TR$394,1740.18%6,722CommonSOLE
171779309CIENCIENA CORP$393,8580.18%2,028CommonSOLE
751212101RLRALPH LAUREN CORP$393,0010.18%1,181CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$392,5410.18%8,072CommonSOLE
981064108WFWOORI FINL GROUP INC$388,8580.17%7,065CommonSOLE
617446448MSMORGAN STANLEY$388,8520.17%2,348CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$387,9880.17%5,453CommonSOLE
595112103MUMICRON TECHNOLOGY INC$386,4650.17%1,631CommonSOLE
98980G102ZSZSCALER INC$385,4410.17%1,249CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$382,9180.17%2,340CommonSOLE
369550108GDGENERAL DYNAMICS CORP$378,8100.17%1,101CommonSOLE
882508104TXNTEXAS INSTRS INC$374,4270.17%2,308CommonSOLE
46429B697USMVISHARES TR$374,1810.17%3,976CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$369,4440.17%6,790CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$367,6260.16%8,457CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$366,2760.16%32,271CommonSOLE
025072356AVREAMERICAN CENTY ETF TR$365,8640.16%8,332CommonSOLE
58733R102MELIMERCADOLIBRE INC$365,5890.16%180CommonSOLE
17275R102CSCOCISCO SYS INC$363,6860.16%4,700CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$355,7540.16%6,530CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$355,0690.16%4,225CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$352,6350.16%1,319CommonSOLE
82509L107SHOPSHOPIFY INC$351,0600.16%2,391CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$349,6980.16%1,613CommonSOLE
30231G102XOMEXXON MOBIL CORP$349,1240.16%2,939CommonSOLE
43010E404HFROHIGHLAND OPPS & INCOME FD$341,5780.15%52,876CommonSOLE
931142103WMTWALMART INC$339,2020.15%3,308CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$338,1090.15%1,070CommonSOLE
464287721IYWISHARES TR$334,0130.15%1,686CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$333,9310.15%361CommonSOLE
55087P104LYFTLYFT INC$333,6520.15%14,019CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$331,3260.15%3,610CommonSOLE
78409V104SPGIS&P GLOBAL INC$330,9480.15%658CommonSOLE
949746101WMT2WELLS FARGO CO NEW$329,1640.15%3,870CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$326,6860.15%2,441CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$323,2940.14%4,290CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$322,5340.14%1,753CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$319,1410.14%703CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$316,0430.14%14,950CommonSOLE
876030107TPRTAPESTRY INC$315,1770.14%3,128CommonSOLE
403949100DINOHF SINCLAIR CORP$313,4820.14%5,802CommonSOLE
922020748VCRBVANGUARD MALVERN FDS$310,8140.14%3,973CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$310,1670.14%45,680CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$308,9580.14%1,246CommonSOLE
049468101TEAMATLASSIAN CORPORATION$308,2050.14%2,027CommonSOLE
00214Q708ARKFARK ETF TR$306,9070.14%6,132CommonSOLE
500631106KEPKOREA ELEC PWR CORP$305,6430.14%18,379CommonSOLE
038222105AMATAPPLIED MATLS INC$304,7090.14%1,365CommonSOLE
00724F101ADBEADOBE INC$303,5760.14%910CommonSOLE
889478103TOLTOLL BROTHERS INC$302,9510.14%2,297CommonSOLE
15135B101CNCCENTENE CORP DEL$301,4960.14%8,354CommonSOLE
632307104NTRANATERA INC$298,9980.13%1,490CommonSOLE
464288489IFGLISHARES TR$298,2250.13%13,040CommonSOLE
910873405UMCUNITED MICROELECTRONICS CORP$297,8950.13%41,898CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$292,6900.13%23,585CommonSOLE
580135101MCDMCDONALDS CORP$292,5090.13%951CommonSOLE
099724106BWABORGWARNER INC$290,3780.13%6,396CommonSOLE
25809K105DASHDOORDASH INC$290,2770.13%1,487CommonSOLE
46436E601LDEMISHARES TR$287,5570.13%4,840CommonSOLE
031162100AMGNAMGEN INC$284,9280.13%848CommonSOLE
191216100KOCOCA COLA CO$283,9250.13%3,995CommonSOLE
78464A508SPYVSPDR SERIES TRUST$283,1100.13%5,029CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$280,2860.13%474CommonSOLE
36828A101GEVGE VERNOVA INC$279,7700.13%501CommonSOLE
281020107EIXEDISON INTL$279,3300.13%4,728CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$276,2150.12%4,228CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$270,1110.12%7,271CommonSOLE
009066101ABNBAIRBNB INC$265,5270.12%2,191CommonSOLE
149123101CATCATERPILLAR INC$264,2750.12%476CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$263,0010.12%1,452CommonSOLE
78468R606SPHYSPDR SERIES TRUST$260,4210.12%11,039CommonSOLE
34959E109FTNTFORTINET INC$260,2680.12%3,212CommonSOLE
04010E109AGXARGAN INC$258,6970.12%772CommonSOLE
68268W103OMFONEMAIN HLDGS INC$256,7270.12%4,301CommonSOLE
N14506104ESTCELASTIC N V$255,9140.11%2,803CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$254,5590.11%21,302CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$252,6030.11%8,508CommonSOLE
464287655IWMISHARES TR$250,7610.11%1,059CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$245,6670.11%16,792CommonSOLE
48268K101KTKT CORP$241,7940.11%13,322CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$241,6540.11%838CommonSOLE
576323109MTZMASTEC INC$241,5920.11%1,271CommonSOLE
032095101APHAMPHENOL CORP NEW$240,8800.11%1,781CommonSOLE
25434V674DFSBDIMENSIONAL ETF TRUST$239,5280.11%4,524CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$238,7490.11%718CommonSOLE
69331C108PCGPG&E CORP$238,4780.11%14,323CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$238,4520.11%1,344CommonSOLE
29084Q100EMEEMCOR GROUP INC$236,4430.11%382CommonSOLE
166764100CVXCHEVRON CORP NEW$236,0150.11%1,517CommonSOLE
233051846HAUZDBX ETF TR$233,5300.10%10,000CommonSOLE
78463X756EWXSPDR INDEX SHS FDS$233,1910.10%3,487CommonSOLE
00090Q103ADTADT INC DEL$230,5000.10%27,506CommonSOLE
464287523SOXXISHARES TR$230,0570.10%795CommonSOLE
91529Y106UNMUNUM GROUP$228,6900.10%2,970CommonSOLE
58155Q103MCKMCKESSON CORP$227,6390.10%269CommonSOLE
958102105WDCWESTERN DIGITAL CORP$224,1100.10%1,426CommonSOLE
718172109PMPHILIP MORRIS INTL INC$223,7260.10%1,442CommonSOLE
46432F339QUALISHARES TR$221,8080.10%1,138CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$220,7380.10%4,653CommonSOLE
34354P105FLSFLOWSERVE CORP$218,2120.10%3,209CommonSOLE
032654105ADIANALOG DEVICES INC$218,0530.10%918CommonSOLE
278642103EBAYEBAY INC.$213,5230.10%2,529CommonSOLE
88033G407THCTENET HEALTHCARE CORP$210,6230.09%1,071CommonSOLE
922475108VEEVVEEVA SYS INC$210,6070.09%722CommonSOLE
404280406HSBCHSBC HLDGS PLC$209,9310.09%2,850CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$208,4410.09%4,725CommonSOLE
086516101BBYBEST BUY INC$208,0480.09%2,731CommonSOLE
052769106ADSKAUTODESK INC$207,1270.09%697CommonSOLE
65339F101NEENEXTERA ENERGY INC$206,9510.09%2,464CommonSOLE
37959E102GLGLOBE LIFE INC$203,6020.09%1,529CommonSOLE
90384S303ULTAULTA BEAUTY INC$202,3370.09%379CommonSOLE
05964H105SANBANCO SANTANDER S.A.$200,3250.09%18,328CommonSOLE
98459U103YALAYALLA GROUP LTD$183,7020.08%26,432CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$177,3280.08%11,485CommonSOLE
803866300SSLSASOL LTD$146,6200.07%21,467CommonSOLE
29278D105ENICENEL CHILE S.A.$138,6880.06%35,561CommonSOLE
64828T201RITMRITHM CAPITAL CORP$136,6990.06%12,260CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$128,7390.06%26,381CommonSOLE
72703X106PLPLANET LABS PBC$127,8150.06%11,202CommonSOLE
97651M109WITWIPRO LTD$75,2910.03%28,305CommonSOLE
528877103LXLEXINFINTECH HLDGS LTD$66,3520.03%16,027CommonSOLE
71601V105WOOFPETCO HEALTH & WELLNESS CO I$63,3670.03%20,776CommonSOLE
54975P201LULUFAX HOLDING LTD$60,6090.03%22,201CommonSOLE
204409601CIGCIA ENERGETICA DE MINAS GERA$46,9960.02%21,362CommonSOLE
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$41,2520.02%12,241CommonSOLE
24477E103DHDEFINITIVE HEALTHCARE CORP$36,3150.02%13,351CommonSOLE
88688T100TLRYEURTILRAY BRANDS INC$12,0910.01%10,700CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.