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Ariadne Wealth Management, LP
Ariadne Wealth Management, LP is an SEC-registered investment adviser based in Santa Barbara, California, USA. Founded in 2015, the firm manages assets for high net worth individuals and provides wealth management services tailored to individual investors. With a team of 6 employees, Ariadne Wealth Management specializes in comprehensive financial planning and investment management for U.S.-based clients seeking personalized financial guidance.
Investment Strategy
Ariadne Wealth Management, LP primarily serves high net worth individuals, focusing on discretionary asset management and financial planning. The firm's investment strategy emphasizes diversified equity and ETF holdings, including exposure to major large-cap stocks and select sector ETFs. Ariadne seeks to balance growth and risk through a disciplined approach, using both active and passive investment vehicles to achieve client objectives.
Latest 13F Filing Activity
Ariadne Wealth Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 229 equity positions with a total 13F market value of $209M. The fund increased holdings in Nvidia Corporation, Ishares Silver TR, Broadcom Inc. among other positions. Ariadne Wealth Management, LP reduced exposure to Blue Owl Capital Corporation, Vanguard Tax-managed FDS, Dimensional Etf Trust among others.
Top Holdings
Equity Positions (229)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SLV | ISHARES SILVER TR | 3.61% | $7.6M | 215,850 | $27.49 | $32.81 | +$1.1M |
D DFUV | DIMENSIONAL ETF TRUST | 3.48% | $7.3M | 166,849 | $39.33 | $42.28 | -$881.1K |
A AVUS | AMERICAN CENTY ETF TR | 3.23% | $6.8M | 63,935 | $90.21 | $100.82 | +$664.3K |
A AVDE | AMERICAN CENTY ETF TR | 3.04% | $6.4M | 82,960 | $62.53 | $74.01 | +$45.8K |
N NVDA | NVIDIA CORPORATION | 2.96% | $6.2M | 34,151 | $121.40 | $157.99 | +$2.3M |
Industry Allocation
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