Funds › Aries Wealth Management
Aries Wealth Management
13F for Q3 2026, filed Oct 23, 2026. 245 positions worth $519.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 23, 2026
Reported value
$519.3M
+$10.0M (2.0%) vs Q2 2026
Positions
245
242 in Q2 2026
Top 10 share
36.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Aries Wealth Management in the latest 13F quarter?
Using 13F.ai, how has Aries Wealth Management's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Aries Wealth Management's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 85,115 | $28.3M | 5.5% | -1.4% | 13F ↗ |
| 2 | Vanguard Index Fds Mrngstr Grwt Etf | 262,881 | $23.7M | 4.6% | +0.8% | 13F ↗ |
| 3 | iShares Tr Msci Eafe Etf | 216,247 | $22.5M | 4.3% | +3.3% | 13F ↗ |
| 4 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 26,885 | $20.5M | 3.9% | +1.4% | 13F ↗ |
| 5 | Vanguard Index Fds Mrngstr Sml Cap | 67,418 | $19.2M | 3.7% | +1.2% | 13F ↗ |
| 6 | MSFT Microsoft Corporation | 35,601 | $18.3M | 3.5% | +0.1% | 13F ↗ |
| 7 | Vanguard Index Fds Mrngstr Mid Cap | 195,314 | $15.3M | 2.9% | +0.2% | 13F ↗ |
| 8 | iShares Tr 0-3 Mth Treasury | 140,695 | $14.2M | 2.7% | -0.9% | 13F ↗ |
| 9 | iShares Tr Msci Emg Mkt Etf | 208,948 | $14.0M | 2.7% | +3.2% | 13F ↗ |
| 10 | CAT Caterpillar, Inc. | 16,562 | $13.4M | 2.6% | -5.5% | 13F ↗ |
| 11 | GOOGL Alphabet Inc. Class A | 32,871 | $11.3M | 2.2% | +0.4% | 13F ↗ |
| 12 | AMZN Amazon.com, Inc. | 43,785 | $10.9M | 2.1% | +0.8% | 13F ↗ |
| 13 | Vanguard Index Fds Mrngstr Val Etf | 48,825 | $10.6M | 2.0% | +3.1% | 13F ↗ |
| 14 | META Meta Platforms, Inc. | 10,909 | $7.9M | 1.5% | -0.5% | 13F ↗ |
| 15 | Vanguard Index Fds Mrngstr Ttl Stk | 20,054 | $7.5M | 1.4% | +0.1% | 13F ↗ |
| 16 | Spdr Series Trust St Str Sp Div | 46,076 | $6.7M | 1.3% | -5.0% | 13F ↗ |
| 17 | JNJ Johnson & Johnson | 25,384 | $6.7M | 1.3% | -0.2% | 13F ↗ |
| 18 | iShares Tr Etf | 15,294 | $6.6M | 1.3% | Unchanged | 13F ↗ |
| 19 | XOM ExxonMobil Holdings Corporation | 39,584 | $6.4M | 1.2% | New | 13F ↗ |
| 20 | Invesco Exch Traded Fd Tr II Rafi Emrgng Mrkt | 209,863 | $6.1M | 1.2% | -2.6% | 13F ↗ |
| 21 | JPM JPMorgan Chase & Co. | 17,495 | $5.8M | 1.1% | +0.7% | 13F ↗ |
| 22 | iShares Tr Etf | 68,299 | $5.5M | 1.1% | +1.7% | 13F ↗ |
| 23 | GLD SPDR Gold Shares · Gold Shs | 14,420 | $5.5M | 1.1% | +2.1% | 13F ↗ |
| 24 | iShares Tr Msci Usa Qlt Fct | 23,584 | $5.2M | 1.0% | Unchanged | 13F ↗ |
| 25 | WMT Walmart Inc. | 50,242 | $5.2M | 1.0% | -7.5% | 13F ↗ |
| 26 | V Visa Inc. | 13,130 | $4.7M | 0.9% | +0.8% | 13F ↗ |
| 27 | Wisdomtree Tr Us Qtly Div Grt | 47,221 | $4.6M | 0.9% | -2.0% | 13F ↗ |
| 28 | LLY Eli Lilly and Company | 3,889 | $4.5M | 0.9% | -5.9% | 13F ↗ |
| 29 | Vanguard Scottsdale Fds INT-TERM Corp | 53,979 | $4.2M | 0.8% | +1.8% | 13F ↗ |
| 30 | HD Home Depot, Inc. | 14,715 | $4.2M | 0.8% | -0.7% | 13F ↗ |
| 31 | MRK Merck & Company, Inc. | 25,457 | $3.7M | 0.7% | -0.2% | 13F ↗ |
| 32 | Spdr Series Trust Etf | 118,811 | $3.7M | 0.7% | -3.9% | 13F ↗ |
| 33 | COST Costco Wholesale Corporation | 4,020 | $3.7M | 0.7% | -0.1% | 13F ↗ |
| 34 | Vaneck ETF Trust Gold Miners Etf | 40,151 | $3.5M | 0.7% | +4.0% | 13F ↗ |
| 35 | iShares Tr Msci Acwi Etf | 22,105 | $3.5M | 0.7% | -0.9% | 13F ↗ |
| 36 | TMO Thermo Fisher Scientific Inc | 4,821 | $3.3M | 0.6% | +1.5% | 13F ↗ |
| 37 | ABBV AbbVie Inc. | 11,718 | $3.1M | 0.6% | -0.1% | 13F ↗ |
| 38 | Invesco Qqq Tr | 4,019 | $3.0M | 0.6% | +4.7% | 13F ↗ |
| 39 | iShares Tr Core Us Aggbd Et | 31,047 | $2.9M | 0.6% | Unchanged | 13F ↗ |
| 40 | iShares Tr Msci Usa Min Etf | 28,880 | $2.8M | 0.5% | Unchanged | 13F ↗ |
| 41 | PG Procter & Gamble Company | 19,367 | $2.8M | 0.5% | -3.6% | 13F ↗ |
| 42 | Vanguard Index Fds S&P 500 Etf Shs | 3,884 | $2.7M | 0.5% | -2.4% | 13F ↗ |
| 43 | ETH Grayscale Ethereum Staking Mini ETF | 103,707 | $2.6M | 0.5% | +3.3% | 13F ↗ |
| 44 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 43,922 | $2.6M | 0.5% | +2.4% | 13F ↗ |
| 45 | IBM International Business Machines Corporation | 11,537 | $2.5M | 0.5% | Unchanged | 13F ↗ |
| 46 | WM Waste Management, Inc. | 12,435 | $2.5M | 0.5% | +0.7% | 13F ↗ |
| 47 | iShares Tr Ishs 1-5YR Invs | 49,369 | $2.5M | 0.5% | +0.2% | 13F ↗ |
| 48 | KOD Kodiak Sciences Inc | 25,000 | $2.4M | 0.5% | Unchanged | 13F ↗ |
| 49 | CB Chubb Limited | 7,275 | $2.4M | 0.5% | -1.7% | 13F ↗ |
| 50 | BTC Grayscale Bitcoin Mini Trust | 63,806 | $2.4M | 0.5% | -1.1% | 13F ↗ |
Showing the top 50 of 245 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
13 new, 47 added to, 64 trimmed, 10 exited, 121 unchanged. By estimated dollars.
New positions (13)
| XOM ExxonMobil Holdings Corporation | 39,584 | New | $6.4M |
| Tidal Trust II Defia Ai Pwr Etf | 45,053 | New | $1.3M |
| SPCX Space Exploration Technologies Corp. | 4,906 | New | $740.1K |
| MRNA Moderna, Inc. | 2,000 | New | $385.1K |
| Roundhill ETF Trust Memory Etf | 5,005 | New | $302.1K |
| ETF Opportunities Trust Hedgeye Capital | 8,610 | New | $234.2K |
| COIN Coinbase Global, Inc. | 1,137 | New | $211.9K |
| COR Cencora, Inc. | 700 | New | $210.2K |
| SLB SLB Limited | 4,249 | New | $207.0K |
| HLT Hilton Worldwide Holdings Inc. | 650 | New | $206.8K |
Added to (47)
| iShares Tr Msci Eafe Etf | 216,247 | +3.3% | $707.7K |
| GDLC Grayscale CoinDesk Crypto 5 ETF | 58,835 | +27.7% | $489.3K |
| iShares Tr Msci Emg Mkt Etf | 208,948 | +3.2% | $430.9K |
| NFLX Netflix, Inc. | 16,810 | +39.3% | $329.8K |
| Vanguard Index Fds Mrngstr Val Etf | 48,825 | +3.1% | $319.2K |
| NVDA NVIDIA Corporation | 9,676 | +16.8% | $317.4K |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 26,885 | +1.4% | $292.8K |
| iShares Tr Msci Acwi Ex Us | 18,813 | +21.9% | $255.4K |
| Vanguard Index Fds Mrngstr Sml Cap | 67,418 | +1.2% | $222.2K |
| AVGO Broadcom Inc. | 4,647 | +13.3% | $191.4K |
Trimmed (64)
| CAT Caterpillar, Inc. | 16,562 | -5.5% | -$780.8K |
| WMT Walmart Inc. | 50,242 | -7.5% | -$426.3K |
| AAPL Apple Inc. | 85,115 | -1.4% | -$407.0K |
| Spdr Series Trust St Str Sp Div | 46,076 | -5.0% | -$357.3K |
| iShares Tr Esg Msci Leadr | 3,566 | -41.1% | -$338.7K |
| FBTC Fidelity Wise Origin Bitcoin Fund | 14,616 | -23.5% | -$325.4K |
| ITW Illinois Tool Works Inc. | 4,876 | -19.7% | -$308.7K |
| MRSH Marsh & McLennan Companies, Inc. | 1,978 | -46.7% | -$296.2K |
| LLY Eli Lilly and Company | 3,889 | -5.9% | -$281.2K |
| ABT Abbott Laboratories | 15,453 | -15.5% | -$279.5K |
Exited (10)
| Exxon Mobil Corp | 41,412 | Exited | -$5.7M |
| WMB Williams Companies, Inc. | 4,837 | Exited | -$359.6K |
| BWXT BWX Technologies, Inc. | 1,422 | Exited | -$276.8K |
| CVS CVS Health Corporation | 2,170 | Exited | -$224.5K |
| DAL Delta Air Lines, Inc. | 2,347 | Exited | -$219.8K |
| Select Sector Spdr Tr Etf | 1,153 | Exited | -$213.6K |
| TTMI TTM Technologies, Inc. | 1,128 | Exited | -$211.0K |
| Wisdomtree Tr Arti Int Inn Fd | 4,362 | Exited | -$207.1K |
| American Bitcoin Corp | 20,000 | Exited | -$13.6K |
| CGC Canopy Growth Corporation | 10,020 | Exited | -$9,747 |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 23, 2026 | 13F-HR | 245 | $519.3M | Current | SEC ↗ |
| Q2 2026 | Jul 24, 2026 | 13F-HR | 242 | $509.3M | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 234 | $454.8M | Current | SEC ↗ |
| Q4 2025 | Jan 30, 2026 | 13F-HR | 233 | $451.6M | Current | SEC ↗ |
| Q3 2025 | Nov 10, 2025 | 13F-HR | 231 | $422.6M | Current | SEC ↗ |
| Q2 2025 | Jul 28, 2025 | 13F-HR | 217 | $382.7M | Current | SEC ↗ |
| Q1 2025 | Apr 17, 2025 | 13F-HR | 226 | $368.3M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer