Aries Wealth Management
Sector Allocation
- Other47.6%$247.3M
- Technology18.4%$95.5M
- Financials9.8%$50.8M
- Healthcare6.5%$33.7M
- Industrials5.5%$28.4M
- Consumer Discretionary4.2%$22.0M
- Consumer Staples3.7%$19.0M
- Energy2.2%$11.2M
- Utilities0.9%$4.5M
- Materials0.8%$4.3M
AUM History
13fpro.ai/research/fund/aries-wealth-management-1729515
Conviction and streaks
Stable · top 10 = 36.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$28.3M- VANGUARD$23.7M
- ISHARES$22.5M
SPY
$20.5M- VANGUARD$19.2M
MSFT
$18.3M- VANGUARD$15.3M
- ISHARES$14.2M
- ISHARES$14.0M
CAT
$13.4MGOOGL
$11.3MAMZN
$10.9M- VANGUARD$10.6M
META
$7.9M- VANGUARD$7.5M
- SPDR$6.7M
JNJ
$6.7M- ISHARES$6.6M
XOM.R34088
$6.4M- INVESCO$6.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/aries-wealth-management-1729515
Aries Wealth Management 13F holdings — Q3 2026
$519.3M portfolio (+2.0% QoQ) · 245 holdings · Q3 2026 13F · top 10 are 37% of the stock portfolio
$28.3M
5.5% of stocks
-1%This quarter-0.2%Since filed11+ qtrsHeld- 2
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$23.7M
4.6% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - MSCI EAFE ETF
$22.5M
4.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $20.5M
4.0% of stocks
+1%This quarter+1.3%Since filed11+ qtrsHeld- 5
VANGUARD INDEX FDS - MRNGSTR SML CAP
$19.2M
3.7% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $18.3M
3.5% of stocks
+0.1%This quarter+1.3%Since filed11+ qtrsHeld- 7
VANGUARD INDEX FDS - MRNGSTR MID CAP
$15.3M
3.0% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - 0-3 MTH TREASURY
$14.2M
2.7% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - MSCI EMG MKT ETF
$14.0M
2.7% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $13.4M
2.6% of stocks
-5%This quarter+3.8%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $28.3M | 5.5% | -1% | -0.2% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $23.7M | 4.6% | +0.8% | — | — | — | — | |
| 3 | ISHARES TR - MSCI EAFE ETF | $22.5M | 4.3% | +3% | — | — | — | — | |
| 4 | $20.5M | 4.0% | +1% | +1.3% | 11+ qtrsAdded 5 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD INDEX FDS - MRNGSTR SML CAP | $19.2M | 3.7% | +1% | — | — | — | — | |
| 6 | $18.3M | 3.5% | +0.1% | +1.3% | 11+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | VANGUARD INDEX FDS - MRNGSTR MID CAP | $15.3M | 3.0% | +0.2% | — | — | — | — | |
| 8 | ISHARES TR - 0-3 MTH TREASURY | $14.2M | 2.7% | -0.9% | — | — | — | — | |
| 9 | ISHARES TR - MSCI EMG MKT ETF | $14.0M | 2.7% | +3% | — | — | — | — | |
| 10 | $13.4M | 2.6% | -5% | +3.8% | 11+ qtrs | 66.6#398 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Aries Wealth Management (Q3 2026)
245 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $11.3M | 2.2% | 33K | +0.4% | 11+ qtrs | 77.7 | 13F | |
| 12 | AMAZON COM INC | Consumer Discretionary | $10.9M | 2.1% | 44K | +0.8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund | — | $10.6M | 2.0% | 49K | +3% | — | — | 13F |
| 14 | Meta Platforms, Inc. | Technology | $7.9M | 1.5% | 11K | -0.5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $7.5M | 1.4% | 20K | +0.1% | — | — | 13F |
| 16 | — | SPDR SERIES TRUST - ST STR SP DIVetf/fund | — | $6.7M | 1.3% | 46K | -5% | — | — | 13F |
| 17 | JOHNSON & JOHNSON | Healthcare | $6.7M | 1.3% | 25K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - RUSSELL 3000 ETFetf/fund | — | $6.6M | 1.3% | 15K | — | — | — | 13F |
| 19 | EXXON MOBIL CORP | Energy | $6.4M | 1.2% | 40K | -4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT | — | $6.1M | 1.2% | 210K | -3% | — | — | 13F |
| 21 | JPMORGAN CHASE & CO | Financials | $5.8M | 1.1% | 17K | +0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - 1 3 YR TREAS BDetf/fund | — | $5.5M | 1.1% | 68K | +2% | — | — | 13F |
| 23 | SPDR GOLD TRUSTetf/fund | Financials | $5.5M | 1.1% | 14K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - MSCI USA QLT FCTetf/fund | — | $5.2M | 1.0% | 24K | — | — | — | 13F |
| 25 | Walmart Inc. | Consumer Staples | $5.2M | 1.0% | 50K | -8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $V | VISA INC. | Financials | $4.7M | 0.9% | 13K | +0.8% | |||
| 27 | $WT | WisdomTree, Inc. | Financials | $4.6M | 0.9% | 47K | -2% | |||
| 28 | $LLY | ELI LILLY & Co | Healthcare | $4.5M | 0.9% | 3,889 | -6% | |||
| 29 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $4.2M | 0.8% | 54K | +2% | |||
| 30 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $4.2M | 0.8% | 15K | -0.7% | |||
| 31 | $MRK | Merck & Co., Inc. | Healthcare | $3.7M | 0.7% | 25K | -0.2% | |||
| 32 | — | SPDR SERIES TRUST - ST STR RATE ETF | — | $3.7M | 0.7% | 119K | -4% | |||
| 33 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.7M | 0.7% | 4,020 | -0.1% | |||
| 34 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $3.5M | 0.7% | 40K | +4% | |||
| 35 | — | ISHARES TR - MSCI ACWI ETF | — | $3.5M | 0.7% | 22K | -0.9% | |||
| 36 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $3.3M | 0.6% | 4,821 | +2% | |||
| 37 | $ABBV | AbbVie Inc. | Healthcare | $3.1M | 0.6% | 12K | -0.1% | |||
| 38 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.0M | 0.6% | 4,019 | +5% | |||
| 39 | — | ISHARES TR - CORE US AGGBD ET | — | $2.9M | 0.6% | 31K | -0.0% | |||
| 40 | — | ISHARES TR - MSCI USA MIN ETF | — | $2.8M | 0.5% | 29K | — | |||
| 41 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.8M | 0.5% | 19K | -4% | |||
| 42 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.7M | 0.5% | 3,884 | -2% | |||
| 43 | $ETH | Grayscale Ethereum Staking Mini ETF | Financials | $2.6M | 0.5% | 104K | +3% | |||
| 44 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $2.6M | 0.5% | 44K | +2% | |||
| 45 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.5M | 0.5% | 12K | — | |||
| 46 | $WM | WASTE MANAGEMENT INC | Utilities | $2.5M | 0.5% | 12K | +0.7% | |||
| 47 | — | ISHARES TR - ISHS 1-5YR INVS | — | $2.5M | 0.5% | 49K | +0.2% | |||
| 48 | $KOD | Kodiak Sciences Inc. | Healthcare | $2.4M | 0.5% | 25K | — | |||
| 49 | $CB | Chubb Ltd | Financials | $2.4M | 0.5% | 7,275 | -2% | |||
| 50 | $BTC | Grayscale Bitcoin Mini Trust ETF | Financials | $2.4M | 0.5% | 64K | -1% | |||
| 51 | $GDLC | Grayscale CoinDesk Crypto 5 ETF | Financials | $2.3M | 0.4% | 59K | +28% | |||
| 52 | $NVDA | NVIDIA CORP | Technology | $2.2M | 0.4% | 9,676 | +17% | |||
| 53 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $2.2M | 0.4% | 31K | — | |||
| 54 | $CVX | CHEVRON CORP | Energy | $2.0M | 0.4% | 9,607 | — | |||
| 55 | $RTX | RTX Corp | Industrials | $2.0M | 0.4% | 11K | -0.6% | |||
| 56 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $1.9M | 0.4% | 40K | +7% | |||
| 57 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $1.9M | 0.4% | 39K | -1% | |||
| 58 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.9M | 0.4% | 14K | — | |||
| 59 | $GE | GENERAL ELECTRIC CO | Industrials | $1.9M | 0.4% | 5,984 | — | |||
| 60 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.8M | 0.3% | 7,057 | — | |||
| 61 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.8M | 0.3% | 6,482 | — | |||
| 62 | $GEV | GE Vernova Inc. | Industrials | $1.8M | 0.3% | 1,849 | — | |||
| 63 | $PEP | PEPSICO INC | Consumer Staples | $1.8M | 0.3% | 14K | -2% | |||
| 64 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.7M | 0.3% | 28K | -1% | |||
| 65 | $BLK | BlackRock, Inc. | Financials | $1.7M | 0.3% | 1,583 | — | |||
| 66 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.7M | 0.3% | 16K | — | |||
| 67 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.7M | 0.3% | 22K | -0.2% | |||
| 68 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $1.7M | 0.3% | 3,199 | +1% | |||
| 69 | $GOOG | Alphabet Inc. | Technology | $1.7M | 0.3% | 4,877 | — | |||
| 70 | $AVGO | Broadcom Inc. | Technology | $1.6M | 0.3% | 4,647 | +13% | |||
| 71 | $META | Meta Platforms, Inc. | Technology | $1.6M | 0.3% | 21K | +0.2% | |||
| 72 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.6M | 0.3% | 3,238 | +2% | |||
| 73 | $KLAC | KLA CORP | Technology | $1.6M | 0.3% | 8,240 | — | |||
| 74 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.3% | 21K | -6% | |||
| 75 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $1.5M | 0.3% | 18K | -6% | |||
| 76 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.5M | 0.3% | 15K | -15% | |||
| 77 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.5M | 0.3% | 6,514 | -2% | |||
| 78 | — | ISHARES TR - CORE MSCI EAFE | — | $1.5M | 0.3% | 16K | — | |||
| 79 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.5M | 0.3% | 7,546 | — | |||
| 80 | — | ISHARES TR - MSCI ACWI EX US | — | $1.4M | 0.3% | 19K | +22% | |||
| 81 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.4M | 0.3% | 5,890 | +2% | |||
| 82 | $UNP | UNION PACIFIC CORP | Industrials | $1.3M | 0.3% | 4,948 | -2% | |||
| 83 | $INTC | INTEL CORP | Technology | $1.3M | 0.3% | 11K | — | |||
| 84 | $NOW | ServiceNow, Inc. | Technology | $1.3M | 0.3% | 9,713 | -0.6% | |||
| 85 | — | TIDAL TRUST II - DEFIA AI PWR ETF | — | $1.3M | 0.2% | 45K | New | |||
| 86 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $1.3M | 0.2% | 4,876 | -20% | |||
| 87 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.2% | 5,958 | — | |||
| 88 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $1.2M | 0.2% | 14K | +10% | |||
| 89 | $NFLX | NETFLIX INC | Communication Services | $1.2M | 0.2% | 17K | +39% | |||
| 90 | $INDB | INDEPENDENT BANK CORP | Financials | $1.2M | 0.2% | 15K | — | |||
| 91 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | — | $1.1M | 0.2% | 40K | -0.6% | |||
| 92 | $UBER | Uber Technologies, Inc | Technology | $1.1M | 0.2% | 17K | +2% | |||
| 93 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $1.1M | 0.2% | 22K | -20% | |||
| 94 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $1.1M | 0.2% | 13K | -5% | |||
| 95 | $LIN | LINDE PLC | Materials | $1.1M | 0.2% | 2,283 | -2% | |||
| 96 | $MA | Mastercard Inc | Financials | $1.1M | 0.2% | 1,939 | — | |||
| 97 | $NEE | NEXTERA ENERGY INC | Utilities | $1.1M | 0.2% | 14K | — | |||
| 98 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $1.1M | 0.2% | 15K | -23% | |||
| 99 | — | ISHARES TR - CORE S&P500 ETF | — | $1.1M | 0.2% | 1,377 | — | |||
| 100 | $KO | COCA COLA CO | Consumer Staples | $1.0M | 0.2% | 12K | -0.0% | |||
| 101 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $1.0M | 0.2% | 4,471 | — | |||
| 102 | $MCK | MCKESSON CORP | Consumer Staples | $1.0M | 0.2% | 1,208 | — | |||
| 103 | $AEM | AGNICO EAGLE MINES LTD | Materials | $1.0M | 0.2% | 5,620 | +1% | |||
| 104 | — | ISHARES TR - NATIONAL MUN ETF | — | $1.0M | 0.2% | 10K | — | |||
| 105 | $DELL | Dell Technologies Inc. | Technology | $1.0M | 0.2% | 1,881 | — | |||
| 106 | $EMR | EMERSON ELECTRIC CO | Industrials | $959K | 0.2% | 6,186 | — | |||
| 107 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $948K | 0.2% | 2,658 | — | |||
| 108 | $RKLB | Rocket Lab Corp | Industrials | $911K | 0.2% | 13K | — | |||
| 109 | $MMM | 3M CO | Healthcare | $897K | 0.2% | 5,463 | — | |||
| 110 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $886K | 0.2% | 14K | — | |||
| 111 | $ETN | Eaton Corp plc | Industrials | $874K | 0.2% | 2,035 | — | |||
| 112 | $STT | STATE STREET CORP | Financials | $834K | 0.2% | 4,779 | — | |||
| 113 | $PFE | PFIZER INC | Healthcare | $834K | 0.2% | 29K | — | |||
| 114 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $826K | 0.2% | 4,484 | — | |||
| 115 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $817K | 0.2% | 3,583 | — | |||
| 116 | $KKR | KKR & Co. Inc. | Financials | $809K | 0.2% | 8,864 | — | |||
| 117 | $MNST | Monster Beverage Corp | Consumer Staples | $807K | 0.2% | 19K | +100% | |||
| 118 | $CRM | Salesforce, Inc. | Technology | $807K | 0.2% | 3,516 | +4% | |||
| 119 | $LRCX | LAM RESEARCH CORP | Technology | $788K | 0.1% | 2,400 | -4% | |||
| 120 | $DIS | Walt Disney Co | Communication Services | $765K | 0.1% | 7,289 | -0.3% | |||
| 121 | $PSX | Phillips 66 | Energy | $759K | 0.1% | 2,973 | — | |||
| 122 | $ACN | Accenture plc | Technology | $754K | 0.1% | 4,114 | -10% | |||
| 123 | $AZN | ASTRAZENECA PLC | Healthcare | $741K | 0.1% | 4,546 | +1% | |||
| 124 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $740K | 0.1% | 4,906 | New | |||
| 125 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $735K | 0.1% | 4,364 | -0.7% | |||
| 126 | $SHEL | Shell plc | Energy | $729K | 0.1% | 7,672 | — | |||
| 127 | $PI | IMPINJ INC | Technology | $717K | 0.1% | 4,000 | — | |||
| 128 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $645K | 0.1% | 3,500 | -13% | |||
| 129 | $TTE | TotalEnergies SE | Energy | $637K | 0.1% | 7,439 | — | |||
| 130 | $AXP | AMERICAN EXPRESS CO | Financials | $630K | 0.1% | 2,073 | -1% | |||
| 131 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $623K | 0.1% | 5,651 | -5% | |||
| 132 | — | ISHARES INC - CORE MSCI EMKT | — | $623K | 0.1% | 7,673 | — | |||
| 133 | $ETHE | Grayscale Ethereum Staking ETF | Financials | $622K | 0.1% | 29K | — | |||
| 134 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $611K | 0.1% | 9,794 | -9% | |||
| 135 | — | ISHARES TR - RUS 1000 GRW ETF | — | $604K | 0.1% | 4,820 | — | |||
| 136 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $585K | 0.1% | 10K | — | |||
| 137 | $GS | GOLDMAN SACHS GROUP INC | Financials | $580K | 0.1% | 644 | — | |||
| 138 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $573K | 0.1% | 11K | -1% | |||
| 139 | — | SPDR SERIES TRUST - SP KENSHO NEWEC | — | $569K | 0.1% | 8,560 | +7% | |||
| 140 | $IAU | ISHARES GOLD TRUST | Financials | $566K | 0.1% | 7,247 | — | |||
| 141 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $561K | 0.1% | 4,975 | — | |||
| 142 | $PTC | PTC INC. | Technology | $555K | 0.1% | 3,954 | -10% | |||
| 143 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $554K | 0.1% | 2,094 | +319% | |||
| 144 | $HUBB | HUBBELL INC | Technology | $547K | 0.1% | 1,206 | — | |||
| 145 | — | ISHARES TR - MSCI EAFE MIN VL | — | $546K | 0.1% | 5,990 | — | |||
| 146 | $NUE | NUCOR CORP | Materials | $539K | 0.1% | 2,305 | — | |||
| 147 | $RNR | RENAISSANCERE HOLDINGS LTD | Financials | $534K | 0.1% | 1,678 | — | |||
| 148 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $532K | 0.1% | 1,081 | — | |||
| 149 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $524K | 0.1% | 7,473 | -3% | |||
| 150 | $NXPI | NXP Semiconductors N.V. | Technology | $518K | 0.1% | 2,182 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 12 new, 48 added to, 65 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
- TIDAL TRUST II - DEFIA AI PWR ETF$1.3M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$740Kfirst bought this quarter
$MRNAModerna, Inc.$385K
first bought this quarter
- ROUNDHILL ETF TRUST - MEMORY ETF$302K
first bought this quarter
- ETF OPPORTUNITIES TRUST - HEDGEYE CAPITAL$234K
first bought this quarter
$COINCoinbase Global, Inc.$212K
first bought this quarter
+6 more in the Excel export
Added to (48)
- ISHARES TR - MSCI EAFE ETF+3%
now $22.5M
$GDLCGrayscale CoinDesk Crypto 5 ETF+28%
now $2.3M · held 5 qtrs, 5 adds in a row
- ISHARES TR - MSCI EMG MKT ETF+3%
now $14.0M
$CRWDCrowdStrike Holdings, Inc.+319%
now $554K · held 2 qtrs, 2 adds in a row
$MNSTMonster Beverage Corp+100%
now $807K · held 11+ qtrs
$NFLXNETFLIX INC+39%
now $1.2M · held 11+ qtrs, 4 adds in a row
+42 more in the Excel export
Trimmed (65)
now $13.4M · held 11+ qtrs
$WMTWalmart Inc.-8%
now $5.2M · held 11+ qtrs
now $28.3M · held 11+ qtrs
- SPDR SERIES TRUST - ST STR SP DIV-5%
now $6.7M
- ISHARES TR - ESG MSCI LEADR-41%
now $486K
$FBTCFidelity Wise Origin Bitcoin Fund-23%
now $1.1M · held 10 qtrs
+59 more in the Excel export
Holdings by quarter
Every 13F Aries Wealth Management has filed, 35 earlier quarters. Pick one to see what it held then.
Is it too late to follow Aries Wealth Management?
Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Aries Wealth Management's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.8%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 6% over the last 4
Top 10 weight
37%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Aries Wealth Management disclosed 245 positions worth $519.3M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 5.5% of the equity portfolio. During the quarter the fund opened 12 new positions and exited 8 and a full exit from $WMB. The portfolio is most concentrated in Other (47.6% of disclosed assets). All figures are sourced directly from Aries Wealth Management’s Form 13F-HR filing with the SEC under CIK 1729515.
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AI-Powered Hedge Fund Analysis: Aries Wealth Management
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