Q2 2026 13F · SEC CIK 1729515

Aries Wealth Management

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $509.3M
Reported positions: 242
Top holdings a year, 3 yrs: +18.4%
Assets under management: $658.6M

Aries Wealth Management is a wealth manager that reported 242 positions worth $509.3M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Apple Inc (AAPL, 4.9%), Vanguard Indx Fd (VUG, 4.4%), iShs MSCI EAFE (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 242 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	4.9%	4.8%	86,337	-0.0%	$25.0M
VUGVanguard Indx Fd	4.4%	4.0%	260,784	+518.3%	$22.5M
EFAiShs MSCI EAFE	4.3%	4.2%	209,435	+6.5%	$21.8M
VBVanguard Indx Fd	4.0%	3.8%	66,637	+1.7%	$20.2M
SPYSpdr S&p 500 ETF Tr	3.9%	3.7%	26,501	+2.3%	$19.8M
CATCaterpillar Inc Com	3.7%	2.7%	17,525	-0.4%	$18.7M
VOVanguard Index Fds	3.1%	3.0%	195,021	+307.5%	$15.7M
SGOViShares 0-3 Month Treasury Bon	2.8%	2.0%	141,955	+56.5%	$14.3M
EEMIshares	2.7%	2.5%	202,496	+2.5%	$13.9M
MSFTMicrosoft Corp	2.6%	2.9%	35,553	-0.8%	$13.3M
GOOGLAlphabet Inc	2.3%	2.1%	32,741	-0.0%	$11.7M
AMZNAmazon Com Inc Com	2.0%	2.0%	43,427	-0.4%	$10.4M
VTVVanguard Value ETF	2.0%	1.9%	47,348	+7.2%	$10.3M
VTIVanguard Index Fds	1.5%	1.4%	20,037	-0.3%	$7.4M
SDYSpdr Series Trust	1.4%	1.6%	48,515	-2.4%	$7.4M
IWVIshares Russell 3000 Index	1.3%	1.2%	15,294	+0.0%	$6.5M
JNJJohnson & Johnson	1.3%	1.4%	25,436	-0.2%	$6.5M
METAMeta Platforms Inc Class A	1.2%	1.4%	10,960	-0.1%	$6.2M
WMTWalmart Inc	1.2%	1.5%	54,344	-0.0%	$6.2M
PXHInvesco Exch Traded Fd Tr II	1.2%	1.3%	215,564	+0.0%	$6.0M
JPMJpmorgan Chase & Co	1.1%	1.1%	17,372	-0.1%	$5.7M
XOMExxon Mobil Corp	1.1%	1.5%	41,412	-0.2%	$5.7M
SHYiShs Lehman 1-3Tsy	1.1%	1.1%	67,145	+6.3%	$5.5M
HDHome Depot Inc Com	1.0%	1.1%	14,820	-0.9%	$5.2M
GLDSpdr Gold Shares	1.0%	1.3%	14,130	+0.5%	$5.2M
QUALIshares Msci USA Quality Factor ETF	1.0%	1.0%	23,584	-0.4%	$5.2M
LLYLilly Eli & Co	1.0%	0.8%	4,132	+1.3%	$5.0M
DGRWWisdomTree US Quality Dividend Gr ETF To	0.9%	0.9%	48,161	-1.0%	$4.6M
VVisa Inc Com Cl A	0.9%	0.9%	13,021	-1.0%	$4.5M
VCITVanguard Scottsdale Fds	0.9%	0.9%	53,050	+12.4%	$4.4M
FLRNState Street Spdr Bloomberg Investment G	0.7%	0.9%	123,585	-2.1%	$3.8M
COSTCostco Whsl Corp New	0.7%	0.9%	4,025	+0.0%	$3.8M
ACWIIshares Tr	0.7%	0.7%	22,305	+1.0%	$3.5M
MRKMerck & Co. Inc	0.6%	0.7%	25,514	-0.1%	$3.3M
IBMInternational Business Machs	0.6%	0.6%	11,537	+0.9%	$3.2M
AGGIshares Tr	0.6%	0.6%	31,049	+14.8%	$3.1M
ABBVAbbvie Inc	0.6%	0.6%	11,730	-4.1%	$3.0M
PGProcter & Gamble Co Com	0.6%	0.6%	20,088	-1.5%	$2.9M
GDXVaneck Gold Miners ETF	0.6%	0.8%	38,609	+3.2%	$2.9M
QQQInvesco Qqq Tr	0.6%	0.4%	3,838	+8.8%	$2.8M
USMVIshares Msci USA Min Volfctr ETF	0.5%	0.6%	28,880	-1.4%	$2.8M
WMWaste Mgmt Inc Del	0.5%	0.6%	12,349	+0.0%	$2.8M
VOOVanguard S&p 500 ETF	0.5%	0.5%	3,978	+7.3%	$2.7M
IGSBIshares 1-3 Yr Credit Bond ETF	0.5%	0.6%	49,269	-2.8%	$2.6M
VWOVanguard Intl Equity Index F	0.5%	0.5%	42,906	-3.7%	$2.6M
CBChubb Limited Com	0.5%	0.5%	7,398	-0.3%	$2.5M
KLACKla Corp	0.5%	—	8,240	—	$2.5M
TMOThermo Fisher Scientific Inc	0.5%	0.5%	4,748	-3.0%	$2.4M
GEGe Aerospace	0.4%	—	5,984	—	$2.2M
VEAVanguard Tax-Managed Fds	0.4%	—	31,000	—	$2.2M

What Aries Wealth Management bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+518.3% shares
VO Vanguard Index Fds+307.5% shares
SGOV iShares 0-3 Month Treasury Bon+56.5% shares
AGG Ishares Tr+14.8% shares
VCIT Vanguard Scottsdale Fds+12.4% shares
QQQ Invesco Qqq Tr+8.8% shares
VOO Vanguard S&p 500 ETF+7.3% shares
VTV Vanguard Value ETF+7.2% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q1 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 and rebuilt each quarter on the day the filing became public. 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
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
Q3 2023	$255.5M	200

Questions about Aries Wealth Management's portfolio

What stocks does Aries Wealth Management own?

Aries Wealth Management's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 242 positions worth $509.3M. The largest are Apple Inc (AAPL) at 4.9%, Vanguard Indx Fd (VUG) at 4.4%, iShs MSCI EAFE (EFA) at 4.3%, Vanguard Indx Fd (VB) at 4.0% and Spdr S&p 500 ETF Tr (SPY) at 3.9%.

What did Aries Wealth Management buy last quarter?

In Q2 2026, Aries Wealth Management added Vanguard Indx Fd (VUG) (+518.3% shares), Vanguard Index Fds (VO) (+307.5% shares) and iShares 0-3 Month Treasury Bon (SGOV) (+56.5% shares), compared with its Q1 2026 filing.

What did Aries Wealth Management sell last quarter?

In Q2 2026, Aries Wealth Management cut from its top 50 Tjx Cos Inc New Com (TJX), cut from its top 50 Pepsico Inc (PEP) and cut from its top 50 Rtx Corporation Com (RTX), compared with its Q1 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 Sep 30, 2026 is due by Nov 14, 2026; 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 $509.3M.