Ares Financial Consulting, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 19, 2026, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm held positions in 1,069 distinct companies.
The portfolio is diversified across various sectors, including technology, healthcare, consumer goods, and financial services. Major positions include Amazon.com Inc., with 5,542 shares; Costco Wholesale Corporation, with 494 shares; and Procter & Gamble Co., with 2,912 shares. The firm also holds significant stakes in Netflix Inc. (1,448 shares), Merck & Co. Inc. (1,063 shares), and Verizon Communications Inc. (1,029 shares).
Exchange-traded funds are a notable component of the portfolio. The filing lists holdings in the Vanguard S&P 500 ETF Trust (815 shares), the Invesco QQQ Trust Series I (2,166 shares), and the iShares Gold Trust (71 shares). Additionally, the firm holds positions in several real estate investment trusts, including Alexandria Real Estate Equities Inc. (80 shares) and Prologis Inc. (468 shares).
Jeffrey Richter, the Founder and Chief Compliance Officer of Ares Financial Consulting, is listed as the authorized signer for the report.
