§ 13F · FUND PROFILE
Aries Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $423M (13F)Positions · 231Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 86K | $22M | 4.8% | −1% |
| 2 | EFA | ISHARES TR | 197K | $19M | 4.2% | +11% |
| 3 | VUG | VANGUARD INDEX FDS | 42K | $18M | 4.1% | +4% |
| 4 | VB | VANGUARD INDEX FDS | 66K | $17M | 3.8% | +13% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 26K | $17M | 3.7% | +3% |
| 6 | VO | VANGUARD INDEX FDS | 48K | $14M | 3.0% | +8% |
| 7 | MSFT | MICROSOFT CORP | 36K | $13M | 2.9% | ±0% |
| 8 | CAT | CATERPILLAR INC | 18K | $12M | 2.7% | −1% |
| 9 | EEM | ISHARES TR | 198K | $11M | 2.5% | +12% |
| 10 | GOOGL | ALPHABET INC | 33K | $9M | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARIES SIGNAL
AC read
Aries Wealth Management is a Other fund managing $423 million in assets. The fund runs a broad portfolio of 231 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed