Ariston Services Group

CIK 0001743859 • 7 13F filings • May 14, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $167.2M71 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$263K	0.2%	New
AIR PRODUCTS AND CHEMICALS I	COM	$407K	0.2%	New
ALPHABET INC	CAP STK CL A	$1.6M	0.9%Prev: 0.6%	Increased-4,954 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.7%Prev: 0.5%	Increased-4,075 SH
AMAZON COM INC	COM	$277K	0.2%	New
AMERICAN EXPRESS CO	COM	$240K	0.1%Prev: 0.2%	Decreased-1,099 SH
BANK AMERICA CORP	COM	$308K	0.2%Prev: 0.2%	Increased-7,167 SH
BECTON DICKINSON & CO	COM	$247K	0.1%Prev: 0.3%	Decreased-1,573 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$338K	0.2%Prev: 0.3%	Increased-602 SH
BLACKSTONE INC	COM	$990K	0.6%	New
BOEING CO	COM	$509K	0.3%Prev: 0.3%	Increased-1,835 SH
BROADCOM INC	COM	$308K	0.2%Prev: 0.2%	Increased-1,214 SH
CHEVRON CORPORATION	COM	$375K	0.2%	New
CONOCOPHILLIPS	COM	$418K	0.3%Prev: 0.3%	Increased-3,169 SH
CVS HEALTH CORP	COM	$326K	0.2%Prev: 0.2%	Increased-4,018 SH
DEERE & CO	COM	$318K	0.2%Prev: 0.2%	Increased-520 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$1.9M	1.2%Prev: 0.7%	Increased-44,409 SH
EXXON MOBIL CORP	COM	$1.1M	0.7%Prev: 0.5%	Increased-5,150 SH
FORD MTR CO	COM	$208K	0.1%Prev: 0.2%	Increased-18,050 SH
HALEON PLC	SPON ADS	$207K	0.1%Prev: 0.2%	Decreased-20,721 SH
HOME DEPOT INC	COM	$222K	0.1%Prev: 0.2%	Decreased-624 SH
HONEYWELL INTL INC	COM	$240K	0.1%	New
INTEL CORP	COM	$271K	0.2%Prev: 0.3%	Decreased-14,124 SH
ISHARES GOLD TR	ISHARES NEW	$11.1M	6.6%Prev: 7.9%	Increased-160,524 SH
ISHARES TR	RUS 2000 GRW ETF	$3.7M	2.2%Prev: 2.5%	Increased-11,810 SH
JOHNSON & JOHNSON	COM	$618K	0.4%Prev: 0.2%	Increased-1,660 SH
JPMORGAN CHASE & CO	COM	$683K	0.4%	New
LINDE PLC	SHS	$269K	0.2%	New
MARSH & MCLENNAN COS INC	COM	$272K	0.2%Prev: 0.2%	Increased-1,079 SH
MARTIN MARIETTA MATLS INC	COM	$304K	0.2%Prev: 0.2%	Increased-516 SH
MCKESSON CORP	COM	$364K	0.2%Prev: 0.3%	Decreased-572 SH
META PLATFORMS INC	CL A	$223K	0.1%	New
MICROCHIP TECHNOLOGY INC.	COM	$320K	0.2%Prev: 0.2%	Increased-5,922 SH
MICROSOFT CORP	COM	$244K	0.1%	New
MOTOROLA SOLUTIONS INC	COM NEW	$273K	0.2%Prev: 0.2%	Decreased-629 SH
NETFLIX INC.	COM	$759K	0.5%	New
NVIDIA CORPORATION	COM	$1.0M	0.6%Prev: 0.5%	Increased-6,008 SH
OREILLY AUTOMOTIVE INC	COM	$339K	0.2%Prev: 0.3%	Decreased-284 SH
PARKER-HANNIFIN CORP	COM	$451K	0.3%Prev: 0.3%	Increased-504 SH
PFIZER INC	COM	$282K	0.2%Prev: 0.2%	Increased-10,040 SH
PNC FINL SVCS GROUP INC	COM	$205K	0.1%	New
PROCTER & GAMBLE CO	COM	$235K	0.1%	New
QUALCOMM INC	COM	$453K	0.3%Prev: 0.5%	Decreased-3,570 SH
RTX CORPORATION	COM	$321K	0.2%Prev: 0.2%	Increased-1,909 SH
SCHWAB CHARLES CORP	COM	$372K	0.2%Prev: 0.3%	Increased-3,958 SH
SCRIPPS E W CO OHIO	CL A NEW	$699K	0.4%Prev: 0.5%	Increased-187,786 SH
SEMPRA	COM	$306K	0.2%Prev: 0.4%	Decreased-7,182 SH
SHERWIN WILLIAMS CO	COM	$256K	0.2%Prev: 0.2%	Increased-733 SH
SPDR GOLD TR	GOLD SHS	$4.8M	2.9%Prev: 4.4%	Decreased-18,256 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$345K	0.2%	New
TESLA INC	COM	$21.9M	13.1%Prev: 0.3%	Increased-1,250 SH
THERMO FISHER SCIENTIFIC INC	COM	$352K	0.2%Prev: 0.2%	Increased-526 SH
TRAVELERS COMPANIES INC	COM	$354K	0.2%Prev: 0.3%	Increased-1,212 SH
UNITEDHEALTH GROUP INC	COM	$258K	0.2%Prev: 0.4%	Decreased-839 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$1.3M	0.8%Prev: 0.4%	Increased-5,421 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$7.0M	4.2%Prev: 5.8%	Increased-76,505 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.7M	3.4%Prev: 4.1%	Increased-9,591 SH
VANGUARD INDEX FDS	SMALL CP ETF	$6.0M	3.6%Prev: 2.5%	Increased-13,372 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$680K	0.4%Prev: 0.3%	Increased-1,412 SH
VANGUARD INDEX FDS	VALUE ETF	$1.0M	0.6%Prev: 0.5%	Increased-3,418 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.6M	6.4%Prev: 7.1%	Increased-187,052 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$762K	0.5%Prev: 0.4%	Increased-10,751 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$25.2M	15.1%Prev: 18.2%	Increased-112,352 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$23.5M	14.0%Prev: 16.0%	Increased-148,671 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$7.6M	4.5%Prev: 5.6%	Increased-81,423 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$8.5M	5.1%Prev: 5.3%	Increased-86,404 SH
VANGUARD WORLD FD	UTILITIES ETF	$3.6M	2.1%Prev: 2.4%	Increased-16,614 SH
VISA INC	COM CL A	$222K	0.1%Prev: 0.3%	Decreased-1,042 SH
WEC ENERGY GROUP INC	COM	$388K	0.2%Prev: 0.2%	Increased-2,223 SH
WILLIAMS COS INC	COM	$442K	0.3%Prev: 0.4%	Decreased-7,982 SH
XPO INC	COM	$428K	0.3%Prev: 0.2%	Increased-2,199 SH

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $466K
CAPITAL ONE FINL CORP — $253K
CHEVRON CORP NEW — $303K
COMCAST CORP NEW — $220K
EDISON INTL — $235K
ISHARES TR — $724K
JPMORGAN CHASE & CO. — $681K
NETFLIX INC — $764K
NORTHROP GRUMMAN CORP — $342K
PEPSICO INC — $290K
PROGRESSIVE CORP — $256K
SPDR SER TR — $264K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001743859-26-000004	—	View
Jan 23, 2026	Q4 2025	13F-HR	0001743859-26-000001	$170.5M	View
Oct 28, 2025	Q3 2025