Q3 2026 13F · SEC CIK 1729515

Aries Wealth Management

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $519.3M
Reported positions: 245
Top holdings a year, 3 yrs: +18.4%
Assets under management: $658.6M

Aries Wealth Management is a wealth manager that reported 245 positions worth $519.3M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Apple Inc (AAPL, 5.5%), Vanguard Index Fds (VUG, 4.6%), Ishares Tr (EFA, 4.3%). A portfolio copying its top holdings returned 18.4% a year over the last 3 years, against 20.4% for the S&P 500.

Aries Wealth Management holdings largest 50 of 245 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.

Aries Wealth Management 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	5.5%	4.9%	85,115	-1.4%	$28.3M
VUGVanguard Index Fds	4.6%	4.4%	262,881	+0.8%	$23.7M
EFAIshares Tr	4.3%	4.3%	216,247	+3.3%	$22.5M
SPYState Str Spdr S&p 500 ETF T	3.9%	3.9%	26,885	+1.4%	$20.5M
VBVanguard Index Fds	3.7%	4.0%	67,418	+1.2%	$19.2M
MSFTMicrosoft Corp	3.5%	2.6%	35,601	+0.1%	$18.3M
VOVanguard Index Fds	3.0%	3.1%	195,314	+0.2%	$15.3M
SGOVIshares Tr	2.7%	2.8%	140,695	-0.9%	$14.2M
EEMIshares Tr	2.7%	2.7%	208,948	+3.2%	$14.0M
CATCaterpillar Inc	2.6%	3.7%	16,562	-5.5%	$13.4M
GOOGLAlphabet Inc	2.2%	2.3%	32,871	+0.4%	$11.3M
AMZNAmazon Com Inc	2.1%	2.0%	43,785	+0.8%	$10.9M
VTVVanguard Index Fds	2.0%	2.0%	48,825	+3.1%	$10.6M
METAMeta Platforms Inc	1.5%	1.2%	10,909	-0.5%	$7.9M
VTIVanguard Index Fds	1.4%	1.5%	20,054	+0.1%	$7.5M
SDYSpdr Ser Tr	1.3%	1.4%	46,076	-5.0%	$6.7M
JNJJohnson & Johnson	1.3%	1.3%	25,384	-0.2%	$6.7M
IWVIshares Tr	1.3%	1.3%	15,294	+0.0%	$6.6M
XOMExxonmobil Holdings Corp	1.2%	—	39,584	—	$6.4M
PXHInvesco Exch Traded Fd Tr II	1.2%	1.2%	209,863	-2.6%	$6.1M
JPMJpmorgan Chase & Co	1.1%	1.1%	17,495	+0.7%	$5.8M
SHYIshares Tr	1.1%	1.1%	68,299	+1.7%	$5.5M
GLDSpdr Gold Tr	1.1%	1.0%	14,420	+2.1%	$5.5M
QUALIshares Tr	1.0%	1.0%	23,584	+0.0%	$5.2M
WMTWalmart Inc	1.0%	1.2%	50,242	-7.5%	$5.2M
VVisa Inc	0.9%	0.9%	13,130	+0.8%	$4.7M
DGRWWisdomtree Tr	0.9%	0.9%	47,221	-2.0%	$4.6M
LLYEli Lilly & Co	0.9%	1.0%	3,889	-5.9%	$4.5M
VCITVanguard Scottsdale Fds	0.8%	0.9%	53,979	+1.8%	$4.2M
HDHome Depot Inc	0.8%	1.0%	14,715	-0.7%	$4.2M
MRKMerck & Co Inc	0.7%	0.6%	25,457	-0.2%	$3.7M
FLRNSpdr Series Trust	0.7%	0.7%	118,811	-3.9%	$3.7M
COSTCostco Wholesale Corporation	0.7%	0.7%	4,020	-0.1%	$3.7M
GDXVaneck ETF Trust	0.7%	0.6%	40,151	+4.0%	$3.5M
ACWIIshares Tr	0.7%	0.7%	22,105	-0.9%	$3.5M
TMOThermo Fisher Scientific Inc	0.6%	0.5%	4,821	+1.5%	$3.3M
ABBVAbbvie Inc	0.6%	0.6%	11,718	-0.1%	$3.1M
QQQInvesco Qqq Tr	0.6%	0.6%	4,019	+4.7%	$3.0M
AGGIshares Tr	0.6%	0.6%	31,047	-0.0%	$2.9M
USMVIshares Tr	0.5%	0.5%	28,880	+0.0%	$2.8M
PGProcter & Gamble Co	0.5%	0.6%	19,367	-3.6%	$2.8M
VOOVanguard Index Fds	0.5%	0.5%	3,884	-2.4%	$2.7M
ETHGrayscale Ethereum Staking	0.5%	—	103,707	—	$2.6M
VWOVanguard Intl Equity Index F	0.5%	0.5%	43,922	+2.4%	$2.6M
IBMInternational Business Machs	0.5%	0.6%	11,537	+0.0%	$2.5M
WMWaste Mgmt Inc Del	0.5%	0.5%	12,435	+0.7%	$2.5M
IGSBIshares Tr	0.5%	0.5%	49,369	+0.2%	$2.5M
KODKodiak Sciences Inc	0.5%	—	25,000	—	$2.4M
CBChubb Limited	0.5%	0.5%	7,275	-1.7%	$2.4M
BTCGrayscale Bitcoin Mini Tr Et	0.5%	—	63,806	—	$2.4M

What Aries Wealth Management bought and sold in Q3 2026, against Q2 2026.

New positions

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

Added to

No position grew by more than 5%.

Reduced

WMT Walmart Inc-7.5% shares
LLY Eli Lilly & Co-5.9% shares
CAT Caterpillar Inc-5.5% shares
SDY Spdr Ser Tr-5.0% shares

Left the top 50

XOM Exxon Mobil Corpwas 1.1%
KLAC Kla Corpwas 0.5%
GE Ge Aerospacewas 0.4%
VEA Vanguard Ftse Developed Markets Index Fuwas 0.4%

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: +21.3% /yr; S&P 500 +20.1%
3 years: +18.4% /yr; S&P 500 +20.4%
5 years: +10.4% /yr; S&P 500 +11.6%

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	$519.3M	245
Q2 2026	$509.3M	242
Q1 2026	$454.8M	234
Q4 2025	$451.6M	233
Q3 2025	$422.6M	231
Q2 2025	$382.7M	217
Q1 2025	$368.3M	226
Q4 2024	$363.2M	223
Q3 2024	$363.8M	231
Q2 2024	$317.4M	206
Q1 2024	$310.3M	210
Q4 2023	$280.4M	201

Questions about Aries Wealth Management's portfolio

What stocks does Aries Wealth Management own?

Aries Wealth Management's latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 245 positions worth $519.3M. The largest are Apple Inc (AAPL) at 5.5%, Vanguard Index Fds (VUG) at 4.6%, Ishares Tr (EFA) at 4.3%, State Str Spdr S&p 500 ETF T (SPY) at 3.9% and Vanguard Index Fds (VB) at 3.7%.

What did Aries Wealth Management buy last quarter?

Aries Wealth Management opened no new positions and grew none by more than 5% among its largest holdings in Q3 2026.

What did Aries Wealth Management sell last quarter?

In Q3 2026, Aries Wealth Management cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Kla Corp (KLAC), cut from its top 50 Ge Aerospace (GE), cut from its top 50 Vanguard Ftse Developed Markets Index Fu (VEA), Walmart Inc (WMT) (-7.5% shares), Eli Lilly & Co (LLY) (-5.9% shares) and Caterpillar Inc (CAT) (-5.5% shares), compared with its Q2 2026 filing.

How has Aries Wealth Management's portfolio performed?

A portfolio copying Aries Wealth Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.3% against +20.1%. Over 5 years: +10.4% a year against +11.6%.

When is Aries Wealth Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Aries Wealth Management'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 Aries Wealth Management manage?

Aries Wealth Management reported $658.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $519.3M.