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Institutional

Ariadne Wealth Management, LP

CIK 0002034793
$222.7M
Reported AUM
248
Positions
Q1 2026
Period
2026-05-18
Filed

The Brief · Ariadne Wealth Management, LP · Q1 2026

AI · grounded in 13F

Ariadne Wealth Management, LP established a new position in ADBE worth $344,444. The fund also opened new stakes in PCOR for $309,339 and MCO for $275,274. On the sell side, the manager trimmed its holding in CALI by 87.58% and reduced its position in J P MORGAN EXCHANGE TRADED F by 48.51%.

Portfolio · Q1 2026

SLV$14.7MDFUVAVUSDFATAVDENVDAGLDDFACDFICDFUSOther$145.4MAL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SLVISHARES SILVER TR$61.57-8.08%88.35%160.56%$14.7M6.60%HELD
2DFUVDIMENSIONAL ETF TRUST$53.53-1.98%32.09%81.58%$7.9M3.54%+11+0.0%
3AVUSAMERICAN CENTY ETF TR$125.15-2.49%28.91%78.37%$6.9M3.10%+2,255+3.8%
4DFATDIMENSIONAL ETF TRUST$67.12-1.13%29.21%63.15%$6.5M2.92%+1+0.0%
5AVDEAMERICAN CENTY ETF TR$89.07-2.63%24.55%60.13%$6.2M2.78%+211+0.3%
6NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$5.7M2.56%720−2.2%
7GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$5.6M2.52%HELD
8DFACDIMENSIONAL ETF TRUST$43.46-2.34%25.71%70.09%$5.5M2.46%+6,162+4.6%
9DFICDIMENSIONAL ETF TRUST$37.23-2.46%24.13%76.20%$5.3M2.39%+192+0.1%
10DFUSDIMENSIONAL ETF TRUST$80.40-2.76%24.86%77.03%$4.8M2.15%1,033−1.5%
11AVDVAMERICAN CENTY ETF TR$105.99-3.19%39.79%90.17%$4.1M1.84%+735+1.8%
12DFIVDIMENSIONAL ETF TRUST$54.66-2.25%32.06%91.41%$4.1M1.84%361−0.5%
13MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$3.9M1.74%+1,582+17.8%
14DFISDIMENSIONAL ETF TRUST$35.65-2.62%25.04%67.32%$3.1M1.38%+485+0.5%
15ICSHISHARES TR$50.44-0.04%4.69%19.72%$3.0M1.35%13,747−18.8%
16AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$2.9M1.32%27−0.3%
17GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$2.9M1.29%208−2.0%
18AVEMAMERICAN CENTY ETF TR$91.23-6.45%40.78%58.26%$2.7M1.20%+335+1.0%
19AAPLAPPLE INC$307.34-1.25%51.31%116.17%$2.6M1.18%372−3.5%
20DVYEISHARES INC$33.26-0.39%24.42%29.61%$2.5M1.13%HELD
21AVUVAMERICAN CENTY ETF TR$119.70-1.44%35.45%76.66%$2.4M1.09%+806+3.8%
22GOOGALPHABET INC$365.76-0.95%109.82%172.71%$2.3M1.04%23−0.3%
23METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$2.2M0.97%182−4.6%
24AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$2.2M0.97%534−4.9%
25DFASDIMENSIONAL ETF TRUST$77.60-2.07%25.24%44.55%$2.1M0.94%+532+1.8%
26PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$1.8M0.82%+431+3.6%
27EMBISHARES TR$95.40-0.73%11.51%8.38%$1.7M0.77%HELD
28TOTLSSGA ACTIVE ETF TR$39.13-0.51%4.85%2.21%$1.7M0.76%+4+0.0%
29AVEEAMERICAN CENTY ETF TR$68.390.52%19.07%35.02%$1.7M0.75%+53+0.2%
30VVISA INC$323.571.06%-11.91%36.33%$1.6M0.72%+42+0.8%
31DFEMDIMENSIONAL ETF TRUST$38.68-6.14%$1.5M0.69%+1,003+2.3%
32PFFISHARES TR$30.91-1.09%$1.5M0.68%HELD
33VNQIVANGUARD INTL EQUITY INDEX F$43.96-2.01%$1.4M0.62%HELD
34AGGISHARES TR$98.17-0.50%$1.3M0.58%HELD
35SCHXSCHWAB STRATEGIC TR$29.05-2.65%$1.3M0.57%HELD
36TYGTORTOISE ENERGY INFRA CORP$43.200.21%$1.3M0.56%HELD
37FIXCOMFORT SYS USA INC$1843.94-3.69%$1.2M0.56%42−4.4%
38XEMDXWESTERN ASSET EMERGING MKTS$11.17-0.36%$1.2M0.53%HELD
39FLXRTCW ETF TRUST$38.990.06%$1.2M0.53%HELD
40HDHOME DEPOT INC$310.780.27%$1.2M0.52%+40+1.2%
41LLYELI LILLY & CO$1131.420.55%$1.1M0.51%+82+7.1%
42LRCXLAM RESEARCH CORP$303.28-9.85%$1.1M0.51%336−6.0%
43BLKBLACKROCK INC$995.60-2.64%$1.1M0.50%+13+1.1%
44DFARDIMENSIONAL ETF TRUST$26.130.81%$1.1M0.49%+12+0.0%
45JMSTJ P MORGAN EXCHANGE TRADED F$50.930.02%$1.1M0.48%19,854−48.5%
46DFSVDIMENSIONAL ETF TRUST$37.790.60%$1.0M0.47%+2,006+7.2%
47HYGISHARES TR$79.43-0.50%$1.0M0.46%HELD
48BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.46%+21+1.0%
49JPMJPMORGAN CHASE & CO.$312.370.48%$1.0M0.46%131−3.6%
50ABBVABBVIE INC$227.231.02%$1.0M0.46%352−7.0%
51BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$992K0.45%+93+0.6%
52TSMTAIWAN SEMICONDUCTOR MFG LTD$415.17-6.69%$954K0.43%+94+3.5%
53FDXFEDEX CORP$331.000.91%$932K0.42%+7+0.3%
54TAT&T INC$22.75-0.09%$930K0.42%4,262−11.7%
55ORCLORACLE CORP$213.68-9.59%$923K0.41%+184+3.0%
56TSLATESLA INC$391.00-6.56%$899K0.40%+3+0.1%
57GMGENERAL MTRS CO$82.11-1.33%$884K0.40%+870+7.9%
58AVDSAMERICAN CENTY ETF TR$76.810.67%$880K0.39%HELD
59VCSHVANGUARD SCOTTSDALE FDS$78.61-0.29%$871K0.39%578−5.0%
60IMTMISHARES TR$51.70-3.58%$860K0.39%HELD
61JNJJOHNSON & JOHNSON$232.772.02%$824K0.37%+200+6.3%
62DFCFDIMENSIONAL ETF TRUST$42.02-0.52%$824K0.37%332−1.7%
63NVSNOVARTIS AG$149.160.51%$812K0.36%HELD
64CALIBLACKROCK ETF TRUST II$50.450.00%$803K0.36%112,252−87.6%
65ANETARISTA NETWORKS INC$154.27-7.07%$799K0.36%67−1.0%
66MRKMERCK & CO INC$120.790.44%$794K0.36%14−0.2%
67GILDGILEAD SCIENCES INC$129.16-0.02%$791K0.36%1,004−15.0%
68KLACKLA CORP$1929.20-9.47%$780K0.35%+60+12.8%
69MAMASTERCARD INCORPORATED$491.081.93%$747K0.34%24−1.6%
70MOALTRIA GROUP INC$72.192.25%$740K0.33%+293+2.7%
71SPYSPDR S&P 500 ETF TR$737.55-2.58%$740K0.33%HELD
72EAGGISHARES TR$47.060.03%$734K0.33%246−1.6%
73EFVISHARES TR$76.90-1.91%$732K0.33%HELD
74MUMICRON TECHNOLOGY INC$864.01-13.25%$731K0.33%+108+5.3%
75VLUEISHARES TR$191.92-4.16%$701K0.31%+4+0.1%
76VTIVANGUARD INDEX FDS$363.38-2.68%$681K0.31%HELD
77CLOIVANECK ETF TRUST$52.810.03%$651K0.29%HELD
78VVVANGUARD INDEX FDS$339.76-2.62%$645K0.29%HELD
79JXNJACKSON FINANCIAL INC$108.450.55%$622K0.28%27−0.5%
80HYMBSPDR SERIES TRUST$25.180.04%$615K0.28%HELD
81HWMHOWMET AEROSPACE INC$251.901.03%$615K0.28%+282+11.8%
82QEMMSPDR INDEX SHS FDS$78.541.89%$605K0.27%HELD
83CIENCIENA CORP$488.21-8.85%$598K0.27%646−29.5%
84VRTVERTIV HOLDINGS CO$300.51-7.23%$595K0.27%+103+4.5%
85EMHYISHARES INC$40.26-0.59%$587K0.26%HELD
86VZVERIZON COMMUNICATIONS INC$45.371.11%$578K0.26%771−6.3%
87AMATAPPLIED MATLS INC$453.01-9.71%$576K0.26%+123+7.9%
88PCGPG&E CORP$17.111.72%$574K0.26%+6,431+24.6%
89INTCINTEL CORP$99.17-11.28%$574K0.26%1,105−7.8%
90EIXEDISON INTL$73.332.12%$573K0.26%+143+1.9%
91SNOWSNOWFLAKE INC$238.26-2.42%$561K0.25%+644+20.9%
92XOMEXXON MOBIL CORP$149.92-1.39%$551K0.25%5−0.2%
93WDCWESTERN DIGITAL CORP$511.72-11.08%$543K0.24%+10+0.5%
94VOVANGUARD INDEX FDS$78.53-2.06%$531K0.24%HELD
95GEGE AEROSPACE$328.000.11%$528K0.24%+26+1.4%
96IWFISHARES TR$122.69-3.26%$511K0.23%95−7.3%
97BKNGBOOKING HOLDINGS INC$165.84-0.99%$509K0.23%+16+15.2%
98CCITIGROUP INC$132.47-1.98%$508K0.23%523−10.5%
99DELLDELL TECHNOLOGIES INC$394.39-6.55%$508K0.23%+49+1.6%
100VTVVANGUARD INDEX FDS$212.02-1.36%$507K0.23%284−9.9%
101PFXFVANECK ETF TRUST$504K0.23%HELD
102COSTCOSTCO WHSL CORP NEW$498K0.22%+163+48.4%
103ILMNILLUMINA INC$493K0.22%264−6.2%
104GEVGE VERNOVA INC$493K0.22%50−8.1%
105VGSRMANAGER DIRECTED PORTFOLIOS$478K0.21%+260+0.6%
106CNCCENTENE CORP DEL$470K0.21%2,915−16.9%
107WFWOORI FINL GROUP INC$469K0.21%119−1.7%
108ISRGINTUITIVE SURGICAL INC$467K0.21%28−2.7%
109VBRVANGUARD INDEX FDS$466K0.21%HELD
110DMXFISHARES TR$465K0.21%100−1.6%
111ABNBAIRBNB INC$459K0.21%+958+35.8%
112PMPHILIP MORRIS INTL INC$455K0.20%+505+22.7%
113TXNTEXAS INSTRS INC$447K0.20%146−6.0%
114PANWPALO ALTO NETWORKS INC$433K0.19%100−3.6%
115CPCANADIAN PACIFIC KANSAS CITY$431K0.19%HELD
116SHGSHINHAN FINANCIAL GROUP CO L$418K0.19%HELD
117DINOHF SINCLAIR CORP$418K0.19%271−3.9%
118SCCOSOUTHERN COPPER CORP$418K0.19%137−5.3%
119AVREAMERICAN CENTY ETF TR$415K0.19%HELD
120RTXRTX CORPORATION$408K0.18%+219+11.6%
121NFLXNETFLIX INC$404K0.18%244−5.5%
122AVESAMERICAN CENTY ETF TR$403K0.18%HELD
123BACBANK AMERICA CORP$402K0.18%1,371−14.2%
124ISCFISHARES TR$397K0.18%60−0.6%
125SSLSASOL LTD$393K0.18%+247+0.8%
126TPRTAPESTRY INC$392K0.18%153−5.2%
127VIGVANGUARD SPECIALIZED FUNDS$392K0.18%HELD
128IVLUISHARES TR$389K0.17%1,100−10.1%
129MSMORGAN STANLEY$388K0.17%233−9.0%
130PNCPNC FINL SVCS GROUP INC$388K0.17%15−0.8%
131BTIBRITISH AMERN TOB PLC$379K0.17%HELD
132SPGIS&P GLOBAL INC$377K0.17%+227+34.4%
133UMCUNITED MICROELECTRONICS CORP$377K0.17%HELD
134QCOMQUALCOMM INC$376K0.17%87−2.9%
135USMVISHARES TR$369K0.17%HELD
136WMTWALMART INC$367K0.16%529−15.2%
137AVSCAMERICAN CENTY ETF TR$365K0.16%+64+1.1%
138INCYINCYTE CORP$364K0.16%149−3.7%
139ASXASE TECHNOLOGY HLDG CO LTD$363K0.16%HELD
140MFGMIZUHO FINANCIAL GROUP INC$363K0.16%HELD
141FTNTFORTINET INC$357K0.16%+1,141+35.3%
142VODVODAFONE GROUP PLC NEW$355K0.16%HELD
143RLRALPH LAUREN CORP$354K0.16%18−1.7%
144IBMINTERNATIONAL BUSINESS MACHS$351K0.16%161−10.0%
145PGXINVESCO EXCH TRADED FD TR II$351K0.16%HELD
146FCXFREEPORT-MCMORAN INC$350K0.16%+89+1.5%
147CSCOCISCO SYS INC$349K0.16%1,258−21.9%
148SCHHSCHWAB STRATEGIC TR$349K0.16%+7+0.0%
149BCSBARCLAYS PLC$348K0.16%HELD
150ADBEADOBE INC$344K0.15%+1,417NEW
151KOCOCA COLA CO$344K0.15%+1,606+55.7%
152NEMNEWMONT CORP$341K0.15%+8+0.3%
153MMM3M CO$338K0.15%+6+0.3%
154EMEEMCOR GROUP INC$337K0.15%64−12.3%
155AGXARGAN INC$334K0.15%84−12.0%
156INTUINTUIT$331K0.15%+91+13.5%
157BWABORGWARNER INC$323K0.15%+218+3.8%
158MELIMERCADOLIBRE INC$318K0.14%+9+5.1%
159VRSNVERISIGN INC$316K0.14%318−20.0%
160MTZMASTEC INC$312K0.14%95−8.9%
161LMTLOCKHEED MARTIN CORP$311K0.14%+37+7.7%
162PCORPROCORE TECHNOLOGIES INC$309K0.14%+5,427NEW
163APAMARTISAN PARTNERS ASSET MGMT$308K0.14%HELD
164VCRBVANGUARD MALVERN FDS$307K0.14%HELD
165TOLTOLL BROTHERS INC$306K0.14%+138+6.6%
166IYWISHARES TR$306K0.14%HELD
167KYNKAYNE ANDERSON ENERGY INFRST$304K0.14%HELD
168PLPLANET LABS PBC$303K0.14%+194+1.8%
169HFROHIGHLAND OPPS & INCOME FD$302K0.14%+10+0.0%
170FIVEFIVE BELOW INC$297K0.13%+22+1.7%
171IFGLISHARES TR$292K0.13%HELD
172JBHTHUNT J B TRANS SVCS INC$290K0.13%+25+1.9%
173KEPKOREA ELEC PWR CORP$290K0.13%+171+0.9%
174KTKT CORP$290K0.13%HELD
175CMGCHIPOTLE MEXICAN GRILL INC$289K0.13%1,070−10.6%
176MKTXMARKETAXESS HLDGS INC$288K0.13%HELD
177CVXCHEVRON CORP NEW$286K0.13%+3+0.2%
178DFAIDIMENSIONAL ETF TRUST$286K0.13%+3+0.0%
179SPYVSPDR SERIES TRUST$285K0.13%HELD
180PEPPEPSICO INC$284K0.13%+20+1.1%
181GDGENERAL DYNAMICS CORP$283K0.13%69−7.7%
182LDEMISHARES TR$279K0.13%HELD
183MCOMOODYS CORP$275K0.12%+631NEW
184MRSHMARSH & MCLENNAN COS INC$271K0.12%+316+25.3%
185DKNGDRAFTKINGS INC NEW$271K0.12%+1,324+11.8%
186COFCAPITAL ONE FINL CORP$270K0.12%176−10.6%
187MCDMCDONALDS CORP$266K0.12%+856NEW
188SPHYSPDR SERIES TRUST$263K0.12%800−6.6%
189NTRANATERA INC$262K0.12%101−7.2%
190UBERUBER TECHNOLOGIES INC$262K0.12%119−3.2%
191ADIANALOG DEVICES INC$262K0.12%105−11.3%
192UTHRUNITED THERAPEUTICS CORP DEL$262K0.12%15−3.3%
193SOXXISHARES TR$261K0.12%HELD
194DDOGDATADOG INC$259K0.12%23−1.0%
195INFYINFOSYS LTD$257K0.12%+19,024NEW
196APHAMPHENOL CORP NEW$257K0.12%+44+2.2%
197WMT2WELLS FARGO CO NEW$252K0.11%884−21.9%
198DALDELTA AIR LINES INC DEL$251K0.11%+352+10.3%
199RIORIO TINTO PLC$250K0.11%HELD
200SKMSK TELECOM CO LTD$249K0.11%HELD
201DFSBDIMENSIONAL ETF TRUST$241K0.11%HELD
202CMCSACOMCAST CORP NEW$238K0.11%646−7.2%
203PGPROCTER AND GAMBLE CO$237K0.11%+72+4.6%
204AAALCOA CORP$234K0.11%109−3.0%
205ARKFARK ETF TR$233K0.10%HELD
206EWXSPDR INDEX SHS FDS$231K0.10%HELD
207HONHONEYWELL INTL INC$231K0.10%HELD
208DOWDOW INC$230K0.10%+5,531NEW
209FLSFLOWSERVE CORP$230K0.10%186−5.6%
210AMANTERO MIDSTREAM CORP$230K0.10%+10,070NEW
211HAUZDBX ETF TR$226K0.10%HELD
212TERTERADYNE INC$226K0.10%+26+3.5%
213CMECME GROUP INC$224K0.10%+759NEW
214CMICUMMINS INC$223K0.10%+20+5.1%
215PSXPHILLIPS 66$223K0.10%+1,224NEW
216EXELEXELIXIS INC$222K0.10%1,142−18.1%
217HSBCHSBC HLDGS PLC$221K0.10%51−1.9%
218QUALISHARES TR$218K0.10%HELD
219SPEMSPDR INDEX SHS FDS$218K0.10%HELD
220CDNSCADENCE DESIGN SYSTEM INC$216K0.10%252−24.4%
221ULTAULTA BEAUTY INC$213K0.10%+27+7.1%
222HPEHEWLETT PACKARD ENTERPRISE C$211K0.09%+8,801NEW
223MEDPMEDPACE HLDGS INC$210K0.09%186−29.8%
224AMDADVANCED MICRO DEVICES INC$210K0.09%+1,033NEW
225SANBANCO SANTANDER SA$209K0.09%HELD
226IWMISHARES TR$207K0.09%HELD
227GLGLOBE LIFE INC$206K0.09%20−1.3%
228MLIMUELLER INDS INC$203K0.09%75−3.9%
229TSNTYSON FOODS INC$202K0.09%+3,156NEW
230TEAMATLASSIAN CORPORATION$202K0.09%+2,962NEW
231FLRFLUOR CORP NEW$201K0.09%274−6.0%
232OMFONEMAIN HLDGS INC$201K0.09%+255+7.3%
233VTHRVANGUARD SCOTTSDALE FDS$200K0.09%+2+0.3%
234NOWSERVICENOW INC$200K0.09%+1,913NEW
235MUFGMITSUBISHI UFJ FINL GROUP IN$195K0.09%HELD
236YALAYALLA GROUP LTD$192K0.09%+1,098+3.7%
237ENICENEL CHILE S.A.$142K0.06%HELD
238LYGLLOYDS BANKING GROUP PLC$133K0.06%HELD
239RITMRITHM CAPITAL CORP$98K0.04%1,416−12.1%
240ADTADT INC DEL$76K0.03%5,620−32.9%
241WOOFPETCO HEALTH & WELLNESS CO I$58K0.03%+421+2.0%
242LXLEXINFINTECH HLDGS LTD$53K0.02%+8,080+50.4%
243WITWIPRO LTD$50K0.02%4,430−15.8%
244CLNECLEAN ENERGY FUELS CORP$44K0.02%+129+0.7%
245IRWDIRONWOOD PHARMACEUTICALS INC$44K0.02%+340+2.8%
246NWLNEWELL BRANDS INC$38K0.02%2,841−20.6%
247CIGCIA ENERGETICA DE MINAS GERA$33K0.01%HELD
248LULUFAX HOLDING LTD$23K0.01%8,409−40.6%
249CATCATERPILLAR INC457EXITED
250AMGNAMGEN INC922EXITED
251EXPEEXPEDIA GROUP INC1,435EXITED
252ZNGAZOOM COMMUNICATIONS INC3,475EXITED
253RBLXROBLOX CORP4,682EXITED
254STXSEAGATE TECHNOLOGY HLDNGS PL611EXITED
255FICOFAIR ISAAC CORP188EXITED
256WWDWOODWARD INC654EXITED
257CCL1EURCARNIVAL CORP6,888EXITED
258MCKMCKESSON CORP245EXITED
259NTNXNUTANIX INC5,446EXITED
260VUGVANGUARD INDEX FDS481EXITED
261NEENEXTERA ENERGY INC2,386EXITED
262UNHUNITEDHEALTH GROUP INC762EXITED
263HASHASBRO INC2,133EXITED
264CARRCARRIER GLOBAL CORPORATION3,295EXITED
265TXTTEXTRON INC2,139EXITED
266GTLBGITLAB INC7,122EXITED
267ALNYALNYLAM PHARMACEUTICALS INC677EXITED
268NOCNORTHROP GRUMMAN CORP297EXITED
269SPGSIMON PPTY GROUP INC NEW1,077EXITED
270UNMUNUM GROUP2,865EXITED
271THCTENET HEALTHCARE CORP875EXITED
272CFGCITIZENS FINL GROUP INC3,115EXITED
273RGAREINSURANCE GRP OF AMERICA I896EXITED
274FFORD MTR CO12,149EXITED
275LYFTLYFT INC11,446EXITED

Source: SEC EDGAR · accession 0002034793-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.