13F Insight
DOSSIER · 13F-HR · Q1 2026

Aries Wealth Management

Aries Wealth's asset manager based in Chicago, IL — $455M in tracked AUM across 234 positions as of Q1 2026.

AW
Aries Wealth·Chicago, IL·Asset Manager
CIK 0001729515 · last filed Mar 31, 2026
Total AUM
$455M
▼ 16.5%
vs prior
Holdings
234
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
24% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Aries Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$22M86K4.8%
02
EFA
ISHARES TR
$19M197K4.2%
03
VUG
VANGUARD INDEX FDS
$18M42K4.1%
04
VB
VANGUARD INDEX FDS
$17M66K3.8%
05
SPY
STATE STR SPDR S&P 500 ETF T
$17M26K3.7%
06
VO
VANGUARD INDEX FDS
$14M48K3.0%
07
MSFT
MICROSOFT CORP
$13M36K2.9%
08
CAT
CATERPILLAR INC
$12M18K2.7%
09
EEM
ISHARES TR
$11M198K2.5%
10
GOOGL
ALPHABET INC
$9M33K2.1%

Filing history

Filing history loading…