Ariadne Wealth Management, LP

RIA/Wealth

Ariadne Wealth Management, LP is a RIA/Wealth based in Santa Barbara, CA led by Gene Lewis Dongieux, reporting $539.3M in AUM as of Q3 2025 with 47% ETF concentration.

CCOGene Lewis Dongieux

Portfolio Value: $223.1M
Positions: 245
Top Holding: SLV at 4.59%
Last Reported: Q3 2025

Address1255 Coast Village Road, Suite 201a, Santa Barbara, CA, 93108, United States

Top Holdings

Largest long holdings in Ariadne Wealth Management, LP's portfolio (28.9% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SLV iShares Silver Trust SLV	Unknown Unknown	$10.2M	4.59%	—	— 215.9K shares	Q2 2024 Held for 1y 5m
2 DFUV Dimensional US Marketwide Value DFUV	ETF ETF	$7.4M	3.32%	-$136.0K Sold	— 163.8K shares	Q2 2024 Held for 1y 5m
3 Avantis U.S. Equity AVUS	ETF ETF	$6.6M	2.98%	-$331.8K Sold	— 60.9K shares	Q2 2024 Held for 1y 5m
4 CALI China Auto Logistics Inc. CALI	Unknown Unknown	$6.4M	2.86%	-$320.9K Sold	— 126.4K shares	Q3 2024 Held for 1y 2m
5 Nvidia NVDA	Semiconductors Technology	$6.3M	2.84%	-$33.6K Sold	0.00% 34.0K shares	Q3 2024 Held for 1y 2m
6 Avantis International Equity AVDE	ETF ETF	$6.1M	2.71%	-$612.6K Sold	— 75.3K shares	Q2 2024 Held for 1y 5m
7 Dimensional U.S. Targeted Value DFAT	ETF ETF	$5.9M	2.66%	+$114.2 Bought	— 104.1K shares	Q2 2024 Held for 1y 5m
8 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$5.4M	2.40%	-$435.8K Sold	— 138.5K shares	Q2 2024 Held for 1y 5m
9 Dimensional International Core Equity 2 DFIC	ETF ETF	$5.2M	2.33%	-$337.1K Sold	— 155.5K shares	Q2 2024 Held for 1y 5m
10 GLD SPDR Gold Trust GLD	Unknown Unknown	$5.0M	2.24%	—	— 13.1K shares	Q2 2024 Held for 1y 5m