Q3 2026 13F · SEC CIK 1743859

Ariston Services Group

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $177.8M
Reported positions: 72
Top holdings a year, 3 yrs: +14.0%
Assets under management: $527.0M

Ariston Services Group is a wealth manager that reported 72 positions worth $177.8M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Vanguard Specialized Funds (VIG, 15.4%), Vanguard Whitehall Fds (VYM, 13.9%), Tesla Inc (TSLA, 11.9%). A portfolio copying its top holdings returned 14.0% a year over the last 3 years, against 15.5% for the S&P 500.

Ariston Services Group holdings largest 50 of 72 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ariston Services Group 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VIGVanguard Specialized Funds	15.4%	15.3%	117,216	+0.0%	$27.3M
VYMVanguard Whitehall Fds	13.9%	13.8%	158,764	+0.0%	$24.6M
TSLATesla Inc	11.9%	13.9%	59,821	+0.1%	$21.2M
VWOVanguard Intl Equity Index F	6.6%	6.5%	196,465	+0.0%	$11.7M
IAUIshares Gold Tr	5.5%	5.2%	125,388	-0.0%	$9.8M
VYMIVanguard Whitehall Fds	5.1%	4.9%	90,413	-0.0%	$9.1M
VIGIVanguard Whitehall Fds	4.5%	4.4%	85,423	+0.0%	$8.1M
VNQVanguard Index Fds	4.0%	4.2%	79,763	+0.0%	$7.1M
VBVanguard Index Fds	3.7%	3.9%	23,371	+1.0%	$6.6M
VOOVanguard Index Fds	3.6%	3.6%	9,218	-2.7%	$6.5M
IWOIshares Tr	2.4%	2.5%	11,713	+0.0%	$4.2M
GLDSpdr Gold Tr	2.3%	2.2%	10,618	-0.7%	$4.0M
SPCXSpace Exploration Techn Corp	2.0%	1.2%	23,696	+81.2%	$3.6M
VPUVanguard World Fd	1.7%	2.0%	18,137	+0.0%	$3.1M
ETPCEnergy Transfer L P	1.1%	1.1%	100,683	+0.0%	$2.0M
GOOGLAlphabet Inc	0.9%	1.1%	4,826	-11.4%	$1.7M
NVDANvidia Corporation	0.9%	0.7%	6,880	+14.5%	$1.6M
VTECVanguard Calif Tax Free Fds	0.8%	0.7%	14,738	+13.2%	$1.4M
GOOGAlphabet Inc	0.8%	0.8%	4,075	+0.0%	$1.4M
XOMExxonmobil Holdings Corp	0.7%	—	7,513	—	$1.2M
VTVVanguard Index Fds	0.7%	0.7%	5,438	-0.4%	$1.2M
AAPLApple Inc	0.6%	0.3%	3,328	+101.5%	$1.1M
AMZNAmazon Com Inc	0.5%	0.4%	3,715	+24.7%	$926K
VTIVanguard Index Fds	0.5%	0.4%	2,193	+1.0%	$821K
AMDAdvanced Micro Devices Inc	0.4%	0.4%	1,295	+0.0%	$792K
MSFTMicrosoft Corp	0.4%	0.2%	1,518	+48.7%	$779K
JPMJpmorgan Chase & Co	0.4%	0.4%	2,321	+0.0%	$768K
VTEBVanguard Mun Bd Fds	0.4%	0.4%	14,666	-4.0%	$695K
JNJJohnson & Johnson	0.4%	0.4%	2,527	+0.0%	$669K
QCOMQualcomm Inc	0.4%	0.4%	3,514	+0.0%	$647K
NFLXNetflix Inc.	0.3%	0.3%	7,434	+0.0%	$517K
SSPScripps E W Co Ohio	0.3%	0.3%	187,786	+0.0%	$488K
TMOThermo Fisher Scientific Inc	0.3%	0.2%	717	+0.0%	$484K
INTCIntel Corp	0.3%	0.4%	4,016	-17.2%	$483K
BXBlackstone Inc	0.3%	0.3%	4,127	+0.0%	$463K
COPConocophillips	0.2%	0.2%	3,166	+0.0%	$396K
CVSCvs Health Corp	0.2%	0.3%	4,546	+0.0%	$390K
SCHWCharles Schwab Corp (the)	0.2%	0.2%	3,958	+0.0%	$387K
PHParker-Hannifin Corp	0.2%	0.2%	403	+0.0%	$385K
DEDeere & Co	0.2%	0.2%	565	+0.0%	$379K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	705	+0.0%	$351K
XPOXpo Inc	0.2%	0.2%	1,960	+0.0%	$345K
BACBank of Amer Corp	0.2%	0.2%	6,313	+0.0%	$344K
BABoeing Co	0.2%	0.2%	1,835	+0.0%	$341K
WMBWilliams Cos	0.2%	0.2%	4,982	-18.0%	$339K
WECWec Energy Group Inc	0.2%	0.2%	3,351	+0.0%	$338K
TSMTaiwan Semiconductor Manufac	0.2%	0.3%	698	-31.6%	$318K
TRVTravelers Companies Inc	0.2%	0.2%	874	-27.9%	$312K
MCKMckesson Corp	0.2%	—	345	—	$295K
APDAir Products and Chemicals I	0.2%	0.2%	1,046	-25.4%	$291K

What Ariston Services Group bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.9% /yr; S&P 500 +11.7%
3 years: +14.0% /yr; S&P 500 +15.5%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$177.8M	72
Q2 2026	$181.2M	70
Q1 2026	$167.2M	71
Q4 2025	$170.5M	70
Q3 2025	$165.9M	71
Q2 2025	$140.6M	71
Q1 2025	$119.7M	69
Q4 2024	$115.4M	69
Q3 2024	$114.9M	65
Q2 2024	$103.8M	54
Q1 2024	$104.4M	57
Q4 2023	$103.3M	53

Questions about Ariston Services Group's portfolio

What stocks does Ariston Services Group own?

Ariston Services Group's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 72 positions worth $177.8M. The largest are Vanguard Specialized Funds (VIG) at 15.4%, Vanguard Whitehall Fds (VYM) at 13.9%, Tesla Inc (TSLA) at 11.9%, Vanguard Intl Equity Index F (VWO) at 6.6% and Ishares Gold Tr (IAU) at 5.5%.

What did Ariston Services Group buy last quarter?

In Q3 2026, Ariston Services Group added Apple Inc (AAPL) (+101.5% shares), Space Exploration Techn Corp (SPCX) (+81.2% shares) and Microsoft Corp (MSFT) (+48.7% shares), compared with its Q2 2026 filing.

What did Ariston Services Group sell last quarter?

In Q3 2026, Ariston Services Group cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Oreilly Automotive Inc (ORLY), Taiwan Semiconductor Manufac (TSM) (-31.6% shares), Travelers Companies Inc (TRV) (-27.9% shares) and Air Products and Chemicals I (APD) (-25.4% shares), compared with its Q2 2026 filing.

How has Ariston Services Group's portfolio performed?

A portfolio copying Ariston Services Group's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.0% a year over the last 3 years, against +15.5% for the S&P 500. Over 1 year: +6.9% against +11.7%.

When is Ariston Services Group's next 13F filing due?

13F filings are due 45 days after each quarter ends. Ariston Services Group's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Ariston Services Group manage?

Ariston Services Group reported $527.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $177.8M.