13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001729515
Total reported value
$519.3M
$519.3M
242 檔
21.0%
The Q2 2026 SEC filing reveals that Aries Wealth Management held a total portfolio value of $519.3M, covering 242 public equity positions.
Aries Wealth Management executed strategic sector rebalancing during Q2 2026, establishing 13 new positions while fully exiting 5 holdings and trimming 64 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VUG, EFA) accounted for 21.0% of total reported equity market value during Q2 2026.
Showing top 200 holdings (of 242 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.91% | +0.55% | -0.01% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 4.41% | +0.15% | +518.31% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.27% | +0.06% | +6.49% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 3.97% | -0.28% | +1.70% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.89% | +0.06% | +2.28% | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 3.66% | -1.07% | -0.37% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.09% | -0.14% | +307.53% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.81% | -0.08% | +56.51% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.72% | -0.03% | +2.46% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.60% | +0.92% | -0.76% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.30% | -0.12% | -0.01% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | +0.07% | -0.41% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.03% | — | +7.24% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.46% | -0.01% | -0.29% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.45% | -0.15% | -2.41% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.28% | -0.01% | — | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.27% | +0.02% | -0.20% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | +0.31% | -0.09% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.21% | -0.20% | -0.03% | |
| 20 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 1.18% | -0.01% | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.01% | -0.14% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -1.11% | EXIT | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.08% | -0.01% | +6.30% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.03% | -0.22% | -0.86% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 1.02% | +0.04% | +0.52% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.02% | -0.01% | -0.41% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | -0.10% | +1.27% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.90% | -0.02% | -0.96% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | +0.03% | -0.99% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.86% | -0.05% | +12.38% | |
| 31 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.75% | -0.04% | -2.06% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.04% | — | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.69% | -0.01% | +1.03% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | +0.07% | -0.07% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | -0.15% | +0.87% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.60% | -0.03% | +14.75% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.01% | -4.09% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.04% | -1.48% | |
| 39 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.57% | +0.11% | +3.21% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.01% | +8.85% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.55% | -0.01% | -1.43% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.54% | -0.05% | — | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.02% | +7.31% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.51% | -0.02% | -2.85% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | — | -3.70% | |
| 46 | CB | Chubb Limited | Stock-Financials | 0.49% | -0.04% | -0.32% | |
| 47 | KLAC | Kla CORP | Stock-Tech | 0.49% | -0.18% | +900.00% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.47% | +0.16% | -3.02% | |
| 49 | GE | General Electric | Stock-Industrials | 0.44% | -0.08% | -8.02% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.9% | -0.37% | Trim |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +0.8% | +56.51% | Add |
| 3 | VUG | Vanguard Growth ETF | +0.4% | +518.31% | Add |
| 4 | EEM | Ishares Msci Emerging Market | +0.3% | +2.46% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.01% | Trim |
| 6 | KLAC | Kla CORP | +0.2% | +900.00% | Add |
| 7 | VB | Vanguard Small-cap ETF | +0.2% | +1.70% | Add |
| 8 | INTC | Intel CORP | +0.2% | — | Unchanged |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +2.28% | Add |
| 10 | LLY | Eli Lilly & Co | +0.1% | +1.27% | Add |
| 11 | VTV | Vanguard Value ETF | +0.1% | +7.24% | Add |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +8.85% | Add |
| 13 | TXN | Texas Instruments Inc | +0.1% | -0.09% | Trim |
| 14 | AAPL | Apple Inc | +0.1% | -0.01% | Trim |
| 15 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 16 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 17 | DELL | Dell Technologies -c | +0.1% | — | Unchanged |
| 18 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 19 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 20 | EFA | Ishares Msci Eafe ETF | +0.1% | +6.49% | Add |
| 21 | VO | Vanguard Mid-cap ETF | +0.1% | +307.53% | Add |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 23 | ✓ | +0.1% | NEW | New buy | |
| 24 | ✓ | +0.1% | NEW | New buy | |
| 25 | XLK | Ss Technology Select Sector | +0.1% | -0.58% | Trim |
| 26 | IVV | Ishares Core S&p 500 ETF | +0.1% | +38.81% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | +0.1% | +7.31% | Add |
| 28 | ✓ | Grayscale Digital Large Cap | +0.1% | +66.08% | Add |
| 29 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 30 | MHK | Mohawk Industries Inc | +0.1% | NEW | New buy |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.29% | Trim |
| 32 | AXSM | Axsome Therapeutics Inc | 0% | — | Unchanged |
| 33 | CVS | Cvs Health CORP | 0% | NEW | New buy |
| 34 | DAL | Delta Air Lines Inc | 0% | NEW | New buy |
| 35 | IWR | Ishares Russell Mid-cap ETF | 0% | NEW | New buy |
| 36 | XLI | Ss Industrial Select Sector | 0% | NEW | New buy |
| 37 | SNOW | Snowflake Inc | 0% | NEW | New buy |
| 38 | WTAI | Wisdomtree Ai And Innovation | 0% | NEW | New buy |
| 39 | AMZN | Amazon.com Inc | 0% | -0.41% | Trim |
| 40 | IWV | Ishares Russell 3000 ETF | 0% | — | Unchanged |
| 41 | IBM | Intl Business Machines CORP | 0% | +0.87% | Add |
| 42 | GE | General Electric | 0% | -8.02% | Trim |
| 43 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 44 | BSV | Vanguard Short-term Bond ETF | 0% | +24.33% | Add |
| 45 | RKLB | Rocket Lab CORP | 0% | -20.64% | Trim |
| 46 | MNST | Monster Beverage CORP | 0% | — | Unchanged |
| 47 | STT | State Street CORP | 0% | — | Unchanged |
| 48 | URI | United Rentals Inc | 0% | — | Unchanged |
| 49 | NXPI | NXP Semiconductors N.V. | 0% | — | Unchanged |
| 50 | QUAL | Ishares Msci USA Quality Fac | 0% | -0.41% | Trim |
According to official SEC Form 13F filings, Aries Wealth Management reported a total U.S. public equity portfolio value of $519.3M across 242 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
PANW
市值: $477.4K
Top Position Liquidated / Trimmed
HON
前期市值: $694.4K
During Q2 2026, Aries Wealth Management's top holdings by market value included AAPL (4.9%)、VUG (4.4%)、EFA (4.3%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q2 2026, Aries Wealth Management made 126 total portfolio adjustments, initiating 13 new buys, adding to 44 positions, trimming 64 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.