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Latest Aries Wealth Management Stock Portfolio

$519Million | No. of Holdings #245

Aries Wealth Management Performance

2026 Q3+1.35%
YTD-8.18%
2025+15.47%

About Aries Wealth Management and 13F Hedge Fund Stock Holdings

Aries Wealth Management is a hedge fund based in Portland, ME. On 2026-10-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Aries Wealth Management reported an equity portfolio of $519.3 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Aries Wealth Management are AAPL, VB, IJR. The fund has invested 5.5% of it's portfolio in APPLE INC and 4.6% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), WILLIAMS COS INC (WMB) and BWX TECHNOLOGIES INC (BWXT) stocks. They significantly reduced their stock positions in MARSH & MCLENNAN COS INC (MMC), ISHARES TR (BGRN) and DBX ETF TR (ACSG). Aries Wealth Management opened new stock positions in EXXONMOBIL HOLDINGS CORP, MODERNA INC (MRNA) and COINBASE GLOBAL INC (COIN). The fund showed a lot of confidence in some stocks as they added substantially to MONSTER BEVERAGE CORP NEW (MNST), NETFLIX INC. (NFLX) and GRAYSCALE COINDESK CRYPTO (GDLC).
Aries Wealth Management Equity Portfolio Value
Last Reported on: 23 Oct, 2026
$519Million
  as of Oct 23, 2026

Aries Wealth Management Annual Return Estimates Vs S&P 500

Our best estimate is that Aries Wealth Management made a return of 1.35% in the last quarter. In trailing 12 months, it's portfolio return was -6.1%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp6,442,300
tidal trust ii1,270,500
space exploration techn corp740,119
moderna inc385,140
roundhill etf trust302,102
etf opportunities trust234,192
coinbase global inc211,948
cencora inc210,175
New stocks bought by Aries Wealth Management

Additions

Ticker% Inc.
monster beverage corp new100
netflix inc.39.27
grayscale coindesk crypto27.68
invesco exch traded fd tr ii24.04
ishares tr21.88
cps technologies corp20.41
alibaba group hldg ltd19.54
nvidia corporation16.78
Additions to existing portfolio by Aries Wealth Management

Reductions

Ticker% Reduced
marsh & mclennan cos inc-46.73
ishares tr-41.07
dbx etf tr-36.42
palo alto networks inc-35.71
fidelity wise origin bitcoin-23.46
ishares tr-21.6
illinois tool wks inc-19.75
j p morgan exchange traded f-19.65
Aries Wealth Management reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-5,661,850
american bitcoin corp.-13,622
canopy growth corporation-9,747
williams cos inc-359,583
wisdomtree tr-207,064
delta air lines inc-219,820
cvs health corp-224,487
bwx technologies inc-276,792
Aries Wealth Management got rid off the above stocks

Sector Distribution

Aries Wealth Management has about 54.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others54.4
Technology14.3
Healthcare6.4
Industrials6.2
Financial Services4.5
Communication Services4.5
Consumer Cyclical4.2
Consumer Defensive3.4

Market Cap. Distribution

Aries Wealth Management has about 43.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED54.4
MEGA-CAP32.9
LARGE-CAP10.7

Stocks belong to which Index?

About 44% 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%
Others56
S&P 50041.5
RUSSELL 20002.5
Top 5 Winners (%)%
KOD
kodiak sciences inc
143.3 %
VSTM
verastem inc
103.9 %
grayscale ethereum staking e
68.0 %
grayscale ethereum staking
67.7 %
grayscale solana staking etf
60.5 %
Top 5 Winners ($)$
MSFT
microsoft corp
5.0 M
AAPL
apple inc
3.7 M
META
meta platforms inc
1.8 M
KOD
kodiak sciences inc
1.4 M
grayscale ethereum staking
1.1 M
Top 5 Losers (%)%
TCRX
tscan therapeutics inc
-67.9 %
MNST
monster beverage corp new
-49.5 %
CRS
carpenter technology corp
-37.0 %
KLAC
kla corp
-35.4 %
NIO
nio inc
-32.2 %
Top 5 Losers ($)$
CAT
caterpillar inc
-4.3 M
VB
vanguard index fds
-1.2 M
HD
home depot inc
-1.0 M
KLAC
kla corp
-0.9 M
MNST
monster beverage corp new
-0.8 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 245 stocks in it's portfolio. About 36.5% of the portfolio is in top 10 stocks. CAT proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Aries Wealth Management last quarter.

$519.27MTotal Value
255Positions
23 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Aries Wealth Management, last reported on 23 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aries Wealth Management's holding in Ishares Tr over time
0.68%22,105
$3.51M
0.68%
decreased 0.9 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aries Wealth Management's holding in Ishares Tr over time
0.49%49,369
$2.53M
0.49%
increased 0.2 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aries Wealth Management's holding in Ishares Tr over time
0.27%18,813
$1.42M
0.27%
increased 21.88 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aries Wealth Management's holding in Ishares Tr over time
0.2%10,080
$1.02M
0.2%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aries Wealth Management's holding in Ishares Tr over time
0.12%5,651
$623.4K
0.12%
decreased 5.09 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aries Wealth Management's holding in Ishares Tr over time
0.07%3,238
$367.3K
0.07%
unchanged 0 percentunchanged
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Aries Wealth Management's holding in Dbx Etf Tr over time
0.07%5,627
$375.5K
0.07%
unchanged 0 percentunchanged
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Aries Wealth Management's holding in Dbx Etf Tr over time
0.04%5,840
$220.9K
0.04%
decreased 36.42 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Aries Wealth Management's holding in Ishares Tr over time
0.04%4,000
$201.6K
0.04%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Aries Wealth Management's holding in Ishares Inc over time
0.1%6,844
$506.8K
0.1%
unchanged 0 percentunchanged
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Aries Wealth Management's holding in Agnico Eagle Mines Ltd over time
0.2%5,620
$1.03M
0.2%
increased 1.44 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Aries Wealth Management's holding in Vaneck Etf Trust over time
0.68%40,151
$3.53M
0.68%
increased 3.99 percentadded