13F Insight
DOSSIER · 13F-HR · Q2 2026

Aries Wealth Management

$509M in tracked AUM across 242 positions as of Q2 2026.

AW
CIK 0001729515 · last filed Jun 30, 2026
Total AUM
$509M
as of Q2 2026
Holdings
242
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Aries Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$25M86K4.9%02
VUG
VANGUARD INDEX FDS
$22M261K4.4%03
EFA
ISHARES TR
$22M209K4.3%04
VB
VANGUARD INDEX FDS
$20M67K4.0%05
SPY
STATE STR SPDR S&P 500 ETF T
$20M27K3.9%06
CAT
CATERPILLAR INC
$19M18K3.7%07
VO
VANGUARD INDEX FDS
$16M195K3.1%08
SGOV
ISHARES TR
$14M142K2.8%09
EEM
ISHARES TR
$14M202K2.7%10
MSFT
MICROSOFT CORP
$13M36K2.6%

Filing history

2026Q2Jun 30
$509M▲ 12.0%
242 positionsView →2026Q1Mar 31
$455M▲ 0.7%
234 positionsView →2025Q4Dec 31
$452M▲ 6.9%
233 positionsView →2025Q3Sep 30
$423M▲ 10.4%
231 positionsView →2025Q2Jun 30
$383M▲ 3.9%
217 positionsLocked2025Q1Mar 31
$368M▲ 1.4%
226 positionsLocked2024Q4Dec 31
$363M▼ 0.2%
223 positionsLocked2024Q3Sep 30
$364M▲ 14.6%
231 positionsLocked2024Q2Jun 30
$317M▲ 2.3%
206 positionsLocked2024Q1Mar 31
$310M▲ 10.7%
210 positionsLocked2023Q4Dec 31
$280M▲ 9.8%
201 positionsLocked2023Q3Sep 30
$255M▼ 0.9%
200 positionsLocked
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