§ 13F · FUND PROFILE
Aries Wealth Management.
AUM · $509M (13F)Positions · 242Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 86K | $25M | 4.9% | ±0% |
| 2 | VUG | VANGUARD INDEX FDS | 261K | $22M | 4.4% | +518% |
| 3 | EFA | ISHARES TR | 209K | $22M | 4.3% | +6% |
| 4 | VB | VANGUARD INDEX FDS | 67K | $20M | 4.0% | +2% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 27K | $20M | 3.9% | +2% |
| 6 | CAT | CATERPILLAR INC | 18K | $19M | 3.7% | ±0% |
| 7 | VO | VANGUARD INDEX FDS | 195K | $16M | 3.1% | +308% |
| 8 | SGOV | ISHARES TR | 142K | $14M | 2.8% | +57% |
| 9 | EEM | ISHARES TR | 202K | $14M | 2.7% | +2% |
| 10 | MSFT | MICROSOFT CORP | 36K | $13M | 2.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARIES SIGNAL
AC read
Aries Wealth Management is a Other fund managing $509 million in assets. The fund runs a broad portfolio of 242 positions.
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