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: $181.2M70 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$752K	0.4%	1,295 SH	New
AIR PRODUCTS AND CHEMICALS I	COM	$411K	0.2%	1,402 SH	New
ALPHABET INC	CAP STK CL A	$1.9M	1.1%Prev: 0.6%	5,446 SH	Increased+492 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.8%Prev: 0.5%	4,075 SH	Increased
AMAZON COM INC	COM	$710K	0.4%	2,978 SH	New
AMERICAN EXPRESS CO	COM	$268K	0.1%Prev: 0.2%	792 SH	Decreased-57 SH
APPLE INC	COM	$478K	0.3%	1,652 SH	New
BANK OF AMER CORP	COM	$360K	0.2%	6,313 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$353K	0.2%Prev: 0.2%	705 SH	Increased
BLACKSTONE INC	COM	$486K	0.3%Prev: 0.9%	4,127 SH	Decreased-4,479 SH
BOEING CO	COM	$397K	0.2%Prev: 0.4%	1,835 SH	Decreased-673 SH
BROADCOM INC	COM	$301K	0.2%Prev: 0.2%	796 SH	Decreased-418 SH
CAPITAL ONE FINL CORP	COM	$213K	0.1%Prev: 0.2%	1,064 SH	Decreased
CONOCOPHILLIPS	COM	$329K	0.2%Prev: 0.2%	3,166 SH	Increased
CVS HEALTH CORP	COM	$470K	0.3%Prev: 0.2%	4,546 SH	Increased
DEERE & CO	COM	$358K	0.2%Prev: 0.3%	565 SH	Increased-130 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$1.9M	1.1%Prev: 1.3%	100,683 SH	Increased
EXXON MOBIL CORP	COM	$882K	0.5%Prev: 0.5%	6,450 SH	Increased
HALEON PLC	SPON ADS	$193K	0.1%Prev: 0.2%	20,721 SH	Decreased
HOME DEPOT INC	COM	$238K	0.1%Prev: 0.2%	676 SH	Decreased
INTEL CORP	COM	$677K	0.4%Prev: 0.2%	4,848 SH	Increased-9,276 SH
ISHARES GOLD TR	ISHARES NEW	$9.5M	5.2%Prev: 5.6%	125,399 SH	Increased-980 SH
ISHARES TR	RUS 2000 GRW ETF	$4.6M	2.5%Prev: 2.4%	11,713 SH	Increased-97 SH
JOHNSON & JOHNSON	COM	$642K	0.4%Prev: 0.2%	2,527 SH	Increased+867 SH
JPMORGAN CHASE & CO	COM	$760K	0.4%	2,321 SH	New
LINDE PLC	SHS	$282K	0.2%	543 SH	New
MARSH & MCLENNAN COS INC	COM	$261K	0.1%Prev: 0.2%	1,568 SH	Increased+400 SH
MARTIN MARIETTA MATLS INC	COM	$298K	0.2%Prev: 0.2%	516 SH	Increased
MCKESSON CORP	COM	$261K	0.1%Prev: 0.3%	345 SH	Decreased-227 SH
MICROCHIP TECHNOLOGY INC.	COM	$319K	0.2%Prev: 0.3%	3,503 SH	Decreased-2,669 SH
MICROSOFT CORP	COM	$381K	0.2%Prev: 0.2%	1,021 SH	Increased+507 SH
MOTOROLA SOLUTIONS INC	COM NEW	$261K	0.1%Prev: 0.2%	629 SH	Decreased
NETFLIX INC.	COM	$531K	0.3%	7,434 SH	New
NVIDIA CORPORATION	COM	$1.2M	0.7%Prev: 0.7%	6,008 SH	Increased
OREILLY AUTOMOTIVE INC	COM	$338K	0.2%Prev: 0.3%	3,668 SH	Decreased-592 SH
PARKER-HANNIFIN CORP	COM	$394K	0.2%Prev: 0.3%	403 SH	Increased-101 SH
PFIZER INC	COM	$242K	0.1%Prev: 0.2%	10,040 SH	Decreased
PNC FINL SVCS GROUP INC	COM	$242K	0.1%	983 SH	New
PROCTER & GAMBLE CO	COM	$239K	0.1%	1,628 SH	New
QUALCOMM INC	COM	$649K	0.4%Prev: 0.4%	3,514 SH	Increased-46 SH
RTX CORPORATION	COM	$316K	0.2%Prev: 0.2%	1,663 SH	Increased
SCHWAB CHARLES CORP	COM	$365K	0.2%Prev: 0.3%	3,958 SH	Increased
SCRIPPS E W CO OHIO	CL A NEW	$520K	0.3%Prev: 0.4%	187,786 SH	Decreased
SEMPRA	COM	$292K	0.2%Prev: 0.4%	3,149 SH	Decreased-4,033 SH
SHERWIN WILLIAMS CO	COM	$275K	0.2%Prev: 0.2%	800 SH	Increased
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$2.2M	1.2%	13,075 SH	New
SPDR GOLD TR	GOLD SHS	$3.9M	2.2%Prev: 3.3%	10,693 SH	Decreased-4,589 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$487K	0.3%	1,020 SH	New
TESLA INC	COM	$25.1M	13.9%Prev: 9.4%	59,789 SH	Increased+18,064 SH
THERMO FISHER SCIENTIFIC INC	COM	$359K	0.2%Prev: 0.2%	717 SH	Increased+191 SH
TRAVELERS COMPANIES INC	COM	$400K	0.2%Prev: 0.2%	1,212 SH	Increased
UNITEDHEALTH GROUP INC	COM	$328K	0.2%Prev: 0.2%	789 SH	Increased-164 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$1.3M	0.7%Prev: 0.4%	13,025 SH	Increased+7,581 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$7.7M	4.2%Prev: 4.8%	79,763 SH	Increased+3,232 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.5M	3.6%Prev: 3.9%	9,476 SH	Increased-130 SH
VANGUARD INDEX FDS	SMALL CP ETF	$7.0M	3.9%Prev: 3.3%	23,137 SH	Increased+3,493 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$804K	0.4%Prev: 0.3%	2,172 SH	Increased+652 SH
VANGUARD INDEX FDS	VALUE ETF	$1.2M	0.7%Prev: 0.5%	5,460 SH	Increased+1,869 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$11.7M	6.5%Prev: 6.6%	196,446 SH	Increased+9,394 SH
VANGUARD MALVERN FDS	CORE BD ETF	$248K	0.1%	3,214 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$773K	0.4%Prev: 0.4%	15,279 SH	Increased+4,472 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$27.7M	15.3%Prev: 16.4%	117,216 SH	Increased+4,864 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$25.1M	13.8%Prev: 14.1%	158,764 SH	Increased+9,862 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$8.0M	4.4%Prev: 5.2%	85,423 SH	Increased+4,000 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$8.9M	4.9%Prev: 4.9%	90,421 SH	Increased+3,634 SH
VANGUARD WORLD FD	UTILITIES ETF	$3.5M	2.0%Prev: 2.1%	18,137 SH	Increased+1,532 SH
VISA INC	COM CL A	$253K	0.1%Prev: 0.3%	736 SH	Decreased-306 SH
WEC ENERGY GROUP INC	COM	$391K	0.2%Prev: 0.2%	3,351 SH	Increased+950 SH
WILLIAMS COS INC	COM	$452K	0.2%Prev: 0.3%	6,078 SH	Increased
XPO INC	COM	$402K	0.2%Prev: 0.2%	1,960 SH	Increased-239 SH

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $446K
BANK AMERICA CORP — $339K
BECTON DICKINSON & CO — $271K
CHEVRON CORP NEW — $260K
COMCAST CORP NEW — $213K
FORD MTR CO — $196K
ISHARES TR — $717K
JPMORGAN CHASE & CO. — $805K
META PLATFORMS INC — $219K
NETFLIX INC — $1.1M
NORTHROP GRUMMAN CORP — $248K
PROGRESSIVE CORP — $241K
SPDR SERIES TRUST — $261K
US BANCORP DEL — $207K

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