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Latest Aries Wealth Management Stock Portfolio

$454Million– No. of Holdings #234

Aries Wealth Management Performance:
2026 Q1: -1.86%YTD: -1.86%2025: 15.47%
Performance for 2026 Q1 is -1.86%, and YTD is -1.86%, and 2025 is 15.47%.

About Aries Wealth Management and 13F Hedge Fund Stock Holdings

Aries Wealth Management is a hedge fund based in Portland, ME. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Aries Wealth Management reported an equity portfolio of $454.8 Millions as of 31 Mar, 2026.

The top stock holdings of Aries Wealth Management are AAPL, IJR, VB. The fund has invested 4.8% of it's portfolio in APPLE INC and 4.2% of portfolio in ISHARES TR.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), ADOBE INC (ADBE) and ISHARES SILVER TR (SLV) stocks. They significantly reduced their stock positions in AGNICO EAGLE MINES LTD (AEM), ORACLE CORP (ORCL) and FS KKR CAP CORP (FSK). Aries Wealth Management opened new stock positions in ASTRAZENECA PLC, SERVICENOW INC (NOW) and PTC INC (PTC). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), AMERICAN BITCOIN CORP. and SPDR SERIES TRUST (BIL).
Aries Wealth Management Equity Portfolio Value
Last Reported on: 15 May, 2026

Aries Wealth Management Annual Return Estimates Vs S&P 500

Our best estimate is that Aries Wealth Management made a return of -1.86% in the last quarter. In trailing 12 months, it's portfolio return was 15.08%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc899,520
servicenow inc829,709
ptc inc626,244
invesco exch traded fd tr ii381,614
synopsys inc296,567
carpenter technology corp242,008
bwx technologies inc233,528
slb limited218,356
New stocks bought by Aries Wealth Management

Additions

Ticker% Inc.
select sector spdr tr152
american bitcoin corp.100
spdr series trust92.67
grayscale coindesk crypto90.06
j p morgan exchange traded f59.99
cps technologies corp45.56
intuitive surgical inc45.1
select sector spdr tr44.6
Additions to existing portfolio by Aries Wealth Management

Reductions

Ticker% Reduced
agnico eagle mines ltd-45.02
oracle corp-44.8
fs kkr cap corp-34.01
rocket lab corp-27.79
the cigna group-27.44
vaneck etf trust-21.02
ishares tr-20.6
impinj inc-20.00
Aries Wealth Management reduced stake in above stock

Sold off

Ticker$ Sold
astrazeneca plc-866,624
ishares silver tr-392,962
cognizant technology solutio-264,687
paychex inc-228,735
mohawk inds inc-218,600
adobe inc-621,932
qualcomm inc-258,457
blackstone inc-205,469
Aries Wealth Management got rid off the above stocks

Sector Distribution

Aries Wealth Management has about 52.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
  • Communication Services
  • Energy
  • Utilities
Sector%
Others52.2
Technology12.4
Industrials7
Healthcare6.3
Financial Services4.7
Consumer Cyclical4.6
Consumer Defensive4.4
Communication Services4.3
Energy2.3
Utilities1.1

Market Cap. Distribution

Aries Wealth Management has about 45.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED52.2
MEGA-CAP33
LARGE-CAP12.1
MID-CAP1.4
SMALL-CAP1.2

Stocks belong to which Index?

About 46.5% of the stocks held by Aries Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others53.5
S&P 50044
RUSSELL 20002.5
Top 5 Winners (%)%
TTMI
ttm technologies inc
41.2 %
PSX
phillips 66
41.2 %
COP
conocophillips
41.0 %
totalenergies se
39.8 %
XOM
exxon mobil corp
39.5 %
Top 5 Winners ($)$
CAT
caterpillar inc
2.4 M
XOM
exxon mobil corp
2.1 M
JNJ
johnson & johnson
1.0 M
WMT
walmart inc
0.7 M
COST
costco wholesale corporation
0.5 M
Top 5 Losers (%)%
american bitcoin corp.
-38.6 %
PI
impinj inc
-36.9 %
COTY
coty inc
-34.7 %
ARES
ares management corporation
-32.5 %
VSTM
verastem inc
-31.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-4.1 M
VB
vanguard index fds
-2.1 M
AAPL
apple inc
-1.6 M
AMZN
amazon com inc
-1.0 M
META
meta platforms inc
-0.9 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 234 stocks in it's portfolio. About 33.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Aries Wealth Management last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions