AW

Aries Wealth Management

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$454.8M

Reporting period: 2026-03-31 · Number of holdings: 234

Aries Wealth Management disclosed 234 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $454.8M and a quarterly turnover rate of 13.3%.

Personality snowflake

Concentration
6.88
Portfolio Stability
13.27
Momentum/Contrarian
100
Sector conviction
42.71
Diversification
100
Sizing Uniformity
82.57

Recent moves

  • Trim MSFT

    +0.5%　-$4.0M

  • Add SGOV

    +36.5%　$2.5M

  • Add CAT

    -0.9%　$2.3M

  • Add VB

    +12.9%　$2.2M

  • Add EFA

    +11.3%　$2.1M

  • Trim AAPL

    -1.1%　-$1.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech4.82%-0.43%-1.08%
2EFAIshares Msci Eafe ETFETF-Other4.20%+0.44%+11.32%
3VUGVanguard Growth ETFETF-Other4.05%-0.32%+4.16%
4VBVanguard Small-cap ETFETF-Other3.77%+0.46%+12.90%
5SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth3.70%—+3.26%
6VOVanguard Mid-cap ETFETF-Other3.02%+0.16%+7.55%
7MSFTMicrosoft CORPStock-Tech2.92%-0.90%+0.49%
8CATCaterpillar INCStock-Industrials2.74%+0.49%-0.92%
9EEMIshares Msci Emerging MarketETF-Emerging Markets2.47%+0.34%+12.15%
10GOOGLAlphabet Inc-cl AStock-Comm Services2.07%-0.21%-0.30%
11SGOVIshares 0-3 Month Treasury BETF-Gov Bonds2.01%+0.53%+36.49%
12AMZNAmazon.com INCStock-Consumer Disc2.00%-0.19%+1.60%
13VTVVanguard Value ETFETF-Other1.90%+0.22%+11.15%
14SDYSs Spdr S&p Dividend ETFETF-Other1.60%—-2.08%
15XOMExxon Mobil CORPStock-Energy1.55%+0.36%-7.08%
16WMTWalmart INCStock-Consumer Staples1.49%+0.15%-0.22%
17VTIVanguard Total Stock Mkt ETFETF-Other1.42%—+7.24%
18METAMeta Platforms Inc-class AStock-Comm Services1.38%-0.15%+4.52%
19JNJJohnson & JohnsonStock-Healthcare1.37%+0.20%-0.23%
20GLDSpdr Gold SharesETF-Commodities1.33%+0.06%-3.04%
21PXHInves Rafi Emer Mrkt-usd INCETF-Other1.28%+0.11%+5.52%
22IWVIshares Russell 3000 ETFETF-Other1.25%——
23SHYIshares 1-3 Year Treasury BoETF-Gov Bonds1.15%+0.11%+10.87%
24JPMJpmorgan Chase & CoStock-Financials1.13%-0.11%—
25HDHome Depot INCStock-Consumer Disc1.08%—-0.37%
26QUALIshares Msci USA Quality FacETF-Other1.00%—-1.19%
27DGRWWisdomtree U.s. Quality DiviETF-Other0.94%—-3.60%
28COSTCostco Wholesale CORPStock-Consumer Staples0.88%+0.13%+2.73%
29VVisa Inc-class A SharesStock-Financials0.87%-0.15%+0.27%
30VCITVanguard Int-term CorporateETF-Corp Bonds0.86%—-0.44%
31FLRNSs Spdr Bb Ig Float Rt ETFETF-Other0.85%—+2.45%
32LLYEli Lilly & CoStock-Healthcare0.83%-0.14%—
33GDXVaneck Gold Miners ETFETF-Commodities0.75%-0.15%-21.02%
34MRKMerck & Co. INC.Stock-Healthcare0.68%+0.08%-1.23%
35ACWIIshares Msci Acwi ETFETF-Other0.67%—+2.49%
36PGProcter & Gamble Co/theStock-Consumer Staples0.65%—-6.78%
37WMWaste Management INCStock-Industrials0.62%—-0.29%
38IBMIntl Business Machines CORPStock-Tech0.61%-0.15%-0.69%
39USMVIshares Msci USA Min Vol FacETF-Other0.60%—-2.61%
40AGGIshares Core U.s. AggregateETF-Other0.59%—+3.02%
41IGSBIshares 1-5y Inv Grade CORPETF-Other0.59%—+1.64%
42ABBVAbbvie INCStock-Healthcare0.58%—-3.93%
43CBChubb LimitedStock-Financials0.53%——
44VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.53%—+4.70%
45TMOThermo Fisher Scientific INCStock-Healthcare0.53%-0.10%-0.57%
46TJXTjx Companies INCStock-Consumer Disc0.51%——
47PEPPepsico INCStock-Consumer Staples0.49%—-5.75%
48VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.49%——
49RTXRtx CORPStock-Industrials0.45%—-0.24%
50QQQInvesco Qqq Trust Series 1ETF-Tech0.45%——
1–50 of 234

Holding changes this quarter

Aries Wealth Management's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Servicenow INC (NOW); New buy: Ptc INC (PTC); Sold out: Adobe INC (ADBE).

Position changes disclosed by Aries Wealth Management for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SGOVIshares 0-3 Month Treasury B+0.5%+36.49%Add
2CATCaterpillar INC+0.5%-0.92%Trim
3VBVanguard Small-cap ETF+0.5%+12.90%Add
4EFAIshares Msci Eafe ETF+0.4%+11.32%Add
5XOMExxon Mobil CORP+0.4%-7.08%Trim
6EEMIshares Msci Emerging Market+0.3%+12.15%Add
7XLESs Energy Select Sector+0.3%+152.66%Add
8VTVVanguard Value ETF+0.2%+11.15%Add
9JNJJohnson & Johnson+0.2%-0.23%Trim
10VOVanguard Mid-cap ETF+0.2%+7.55%Add
11WMTWalmart INC+0.2%-0.22%Trim
12COSTCostco Wholesale CORP+0.1%+2.73%Add
13JMSTJPM Ultra-short Muni Income+0.1%+59.99%Add
14CVXChevron CORP+0.1%—Unchanged
15PXHInves Rafi Emer Mrkt-usd INC+0.1%+5.52%Add
16SHYIshares 1-3 Year Treasury Bo+0.1%+10.87%Add
17MRKMerck & Co. INC.+0.1%-1.23%Trim
18GEVGE Vernova INC+0.1%-6.62%Trim
19GLDSpdr Gold Shares+0.1%-3.04%Trim
20ACWXIshares Msci Acwi Ex US ETF+0.1%+36.58%Add
21GEGeneral Electric-0.1%-7.43%Trim
22CITHE Cigna Group-0.1%-27.44%Trim
23KKRKkr & Co INC-0.1%—Unchanged
24ACNAccenture plc-0.1%-1.99%Trim
25ADPAutomatic Data Processing-0.1%—Unchanged
26ABTAbbott Laboratories-0.1%+2.23%Add
27IDXXIdexx Laboratories INC-0.1%+0.38%Add
28PIImpinj INC-0.1%-20.00%Trim
29TMOThermo Fisher Scientific INC-0.1%-0.57%Trim
30JPMJpmorgan Chase & Co-0.1%—Unchanged
31RKLBRocket Lab CORP-0.1%-27.79%Trim
32AEMAgnico Eagle Mines LTD-0.1%-45.02%Trim
33LLYEli Lilly & Co-0.1%—Unchanged
34METAMeta Platforms Inc-class A-0.2%+4.52%Add
35IBMIntl Business Machines CORP-0.2%-0.69%Trim
36GDXVaneck Gold Miners ETF-0.2%-21.02%Trim
37VVisa Inc-class A Shares-0.2%+0.27%Add
38ORCLOracle CORP-0.2%-44.80%Trim
39AMZNAmazon.com INC-0.2%+1.60%Add
40GOOGLAlphabet Inc-cl A-0.2%-0.30%Trim
41VUGVanguard Growth ETF-0.3%+4.16%Add
42AAPLApple INC-0.4%-1.08%Trim
43MSFTMicrosoft CORP-0.9%+0.49%Add
44AZNAstraZeneca PLC—NEWNew buy
45AZNNAstrazeneca Plc-spons Adr—EXITSold out
46NOWServicenow INC—NEWNew buy
47PTCPtc INC—NEWNew buy
48ADBEAdobe INC—EXITSold out
49SLVIshares Silver Trust—EXITSold out
50TANInvesco Solar ETF—NEWNew buy

FAQ

What is Aries Wealth Management and what type of investor is it?
Aries Wealth Management is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $454.8M, spread across 234 disclosed positions.
What are Aries Wealth Management's largest equity positions?
Based on the latest 13F filing, Aries Wealth Management's top holdings by market value are: 1. Apple INC (AAPL) — $21.9M (4.8%) 2. Ishares Msci Eafe ETF (EFA) — $19.1M (4.2%) 3. Vanguard Growth ETF (VUG) — $18.4M (4.0%) 4. Vanguard Small-cap ETF (VB) — $17.2M (3.8%) 5. Ss Spdr S&p 500 ETF Trust-us (SPY) — $16.8M (3.7%)
What changes did Aries Wealth Management make in its most recent portfolio filing?
In the latest reported quarter, Aries Wealth Management made 45 notable position adjustments: 4 new positions were initiated, 19 existing holdings were added to, 19 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Servicenow INC (NOW); New buy: Ptc INC (PTC); Sold out: Adobe INC (ADBE)
What sectors does Aries Wealth Management focus on?
Aries Wealth Management is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 24.3% • Industrials: 15.7% • Health Care: 13.2% • Financials: 10.7% • Consumer Discretionary: 9.9% • Consumer Staples: 9.3%