Latest Aries Wealth Management Stock Portfolio

Aries Wealth Management Performance:

2025 Q4: 0.59%YTD: 12.51%2024: 14.65%

Performance for 2025 Q4 is 0.59%, and YTD is 12.51%, and 2024 is 14.65%.

About Aries Wealth Management and 13F Hedge Fund Stock Holdings

Aries Wealth Management is a hedge fund based in Portland, ME. On 2026-01-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Aries Wealth Management reported an equity portfolio of $451.6 Millions as of 31 Dec, 2025.

The top stock holdings of Aries Wealth Management are AAPL, VB, MSFT. The fund has invested 5.2% of it's portfolio in APPLE INC and 4.4% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off TOTALENERGIES SE, CONSTELLATION BRANDS INC (STZ) and ISHARES TR (IBCE) stocks. They significantly reduced their stock positions in T-MOBILE US INC (TMUS), RENAISSANCERE HLDGS LTD (RNR) and SIMPLIFY EXCHANGE TRADED FUN (AGGH). Aries Wealth Management opened new stock positions in ISHARES TR (DMXF), TOTALENERGIES SE and TESLA INC (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), J P MORGAN EXCHANGE TRADED F (BBAX) and GRAYSCALE COINDESK CRYPTO (GDLC).

Aries Wealth Management Annual Return Estimates Vs S&P 500

Our best estimate is that Aries Wealth Management made a return of 0.59% in the last quarter. In trailing 12 months, it's portfolio return was 12.51%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	6,670,250
totalenergies se	486,445
tesla inc	289,620
cummins inc	237,359
cencora inc	236,425
ttm technologies inc	215,832
cps technologies corp	135,651
grayscale solana tr etf	104,195

New stocks bought by Aries Wealth Management

Additions

Ticker	% Inc.
netflix inc	1,626
j p morgan exchange traded f	262
grayscale coindesk crypto	109
ishares tr	102
select sector spdr tr	100
select sector spdr tr	100
select sector spdr tr	89.82
select sector spdr tr	60.57

Additions to existing portfolio by Aries Wealth Management

Reductions

Ticker	% Reduced
t-mobile us inc	-52.1
renaissancere hldgs ltd	-30.08
simplify exchange traded fun	-26.84
spdr series trust	-25.00
unitedhealth group inc	-23.8
check point software tech lt	-20.45
nvidia corporation	-14.16
agnico eagle mines ltd	-14.1

Aries Wealth Management reduced stake in above stock

Sold off

Ticker	$ Sold
totalenergies se	-457,464
ishares tr	-231,209
the trade desk inc	-230,347
carrier global corporation	-224,472
ge healthcare technologies i	-206,225
ishares tr	-225,198
constellation brands inc	-275,939
genuine parts co	-227,027

Aries Wealth Management got rid off the above stocks

Sector Distribution

Aries Wealth Management has about 50.2% of it's holdings in Others sector.

Sector	%
Others	50.2
Technology	14.3
Healthcare	6.6
Industrials	6.4
Financial Services	5.2
Consumer Cyclical	4.9
Communication Services	4.7
Consumer Defensive	4.2
Energy	1.7
Utilities	1.2

Market Cap. Distribution

Aries Wealth Management has about 46.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	50.2
MEGA-CAP	30.3
LARGE-CAP	16.5
MID-CAP	1.9

Stocks belong to which Index?

About 48.3% of the stocks held by Aries Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	51.7
S&P 500	45.8
RUSSELL 2000	2.5

Top 5 Winners (%)		%
KOD	kodiak sciences inc	70.8 %
SLV	ishares silver tr	52.0 %
AXSM	axsome therapeutics inc	50.4 %
	rocket lab corp	45.0 %
LLY	eli lilly & co	39.6 %

Top 5 Winners ($)		$
GOOG	alphabet inc	2.3 M
CAT	caterpillar inc	1.7 M
AAPL	apple inc	1.5 M
LLY	eli lilly & co	1.3 M
GLD	spdr gold tr	0.6 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.2 %
XLB	select sector spdr tr	-45.8 %
TCRX	tscan therapeutics inc	-45.0 %
XLB	select sector spdr tr	-43.3 %
XLB	select sector spdr tr	-43.0 %

Top 5 Losers ($)		$
NFLX	netflix inc	-4.9 M
MSFT	microsoft corp	-1.2 M
HD	home depot inc	-0.9 M
XLB	select sector spdr tr	-0.8 M
META	meta platforms inc	-0.7 M

Aries Wealth Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Aries Wealth Management

Aries Wealth Management has 233 stocks in it's portfolio. About 33.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Aries Wealth Management last quarter.

Last Reported on: 30 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.25	87,287	23,729,800	reduced	-0.45

AAXJ	ishares tr	0.68	21,540	3,047,700	added	0.74

AAXJ	ishares tr	0.58	49,894	2,638,400	added	0.06

AAXJ	ishares tr	0.24	10,080	1,079,670	added	102

AAXJ	ishares tr	0.17	7,064	778,100	added	10.13

AAXJ	ishares tr	0.17	11,302	758,703	unchanged	0.00

AAXJ	ishares tr	0.09	3,238	386,455	unchanged	0.00

ABBV	abbvie inc	0.64	12,730	2,908,680	reduced	-0.21

ABC	cencora inc	0.05	700	236,425	new

ABT	abbott labs	0.50	17,906	2,243,440	added	2.74

ACN	accenture plc ireland	0.31	5,278	1,416,090	reduced	-12.93

ACSG	dbx etf tr	0.07	5,627	332,327	reduced	-2.46

ACSG	dbx etf tr	0.07	9,185	323,212	added	1.1

ACWV	ishares inc	0.10	6,887	441,043	reduced	-3.91

ADBE	adobe inc	0.14	1,777	621,932	added	0.57

ADP	automatic data processing in	0.43	7,587	1,951,600	unchanged	0.00

AEP	american elec pwr co inc	0.05	2,000	230,620	unchanged	0.00

AFK	vaneck etf trust	0.90	47,364	4,062,410	reduced	-0.08

AFL	aflac inc	0.08	3,362	370,728	unchanged	0.00

AGGH	simplify exchange traded fun	0.24	40,306	1,098,740	reduced	-26.84