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Latest Aries Wealth Management Stock Portfolio

$509Million | No. of Holdings #242

Aries Wealth Management Performance

2026 Q2-7.69%
YTD-9.41%
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 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Aries Wealth Management reported an equity portfolio of $509.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Aries Wealth Management are AAPL, VB, IJR. The fund has invested 4.9% of it's portfolio in APPLE INC and 4.4% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), CROWN CASTLE INC (CCI) and CENCORA INC (ABC) stocks. They significantly reduced their stock positions in TTM TECHNOLOGIES INC (TTMI), THE CIGNA GROUP (CI) and ROCKET LAB CORP. Aries Wealth Management opened new stock positions in PALO ALTO NETWORKS INC (PANW), CROWDSTRIKE HLDGS INC (CRWD) and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
Aries Wealth Management Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$509Million
  as of Jul 24, 2026

Aries Wealth Management Annual Return Estimates Vs S&P 500

Our best estimate is that Aries Wealth Management made a return of -7.69% in the last quarter. In trailing 12 months, it's portfolio return was -0.39%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
palo alto networks inc477,428
crowdstrike hldgs inc381,570
honeywell intl inc343,239
honeywell aerospace inc338,916
qualcomm inc279,218
mohawk inds inc242,660
cvs health corp224,487
delta air lines inc219,820
New stocks bought by Aries Wealth Management

Additions

Ticker% Inc.
vanguard world fd700
vanguard index fds518
vanguard index fds307
ishares tr300
grayscale coindesk crypto66.08
ishares tr56.51
ishares tr38.81
netflix inc.29.92
Additions to existing portfolio by Aries Wealth Management

Reductions

Ticker% Reduced
ttm technologies inc-63.94
the cigna group-37.81
rocket lab corp-20.64
select sector spdr tr-17.51
spdr series trust-16.67
cps technologies corp-15.65
spdr series trust-14.49
j p morgan exchange traded f-13.08
Aries Wealth Management reduced stake in above stock

Sold off

Ticker$ Sold
redwire corporation-85,000
slb limited-218,356
honeywell intl inc-694,364
crown castle inc-230,026
cencora inc-219,898
Aries Wealth Management got rid off the above stocks

Sector Distribution

Aries Wealth Management has about 52.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Energy
Sector%
Others52.9
Technology13.1
Industrials7.7
Healthcare5.9
Financial Services4.6
Consumer Cyclical4.4
Communication Services4.3
Consumer Defensive3.8
Energy1.7

Market Cap. Distribution

Aries Wealth Management has about 44.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED52.9
MEGA-CAP33
LARGE-CAP11.5
MID-CAP1.4
SMALL-CAP1.1

Stocks belong to which Index?

About 45.6% 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%
Others54.4
S&P 50043.2
RUSSELL 20002.4
Top 5 Winners (%)%
INTC
intel corp
216.4 %
DELL
dell technologies inc
162.9 %
KLAC
kla corp
104.9 %
LRCX
lam research corp
102.8 %
TTMI
ttm technologies inc
62.6 %
Top 5 Winners ($)$
CAT
caterpillar inc
6.3 M
AAPL
apple inc
3.1 M
VB
vanguard index fds
2.7 M
SPY
state str spdr s&p 500 etf t
2.5 M
IJR
ishares tr
2.3 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.3 %
VB
vanguard index fds
-61.5 %
IJR
ishares tr
-60.3 %
ACN
accenture plc ireland
-35.0 %
Top 5 Losers ($)$
VB
vanguard index fds
-53.1 M
VB
vanguard index fds
-25.1 M
XOM
exxon mobil corp
-1.4 M
IJR
ishares tr
-0.9 M
GLD
spdr gold tr
-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 242 stocks in it's portfolio. About 36.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Aries Wealth Management last quarter.

$509.28MTotal Value
247Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Aries Wealth Management, last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aries Wealth Management's holding in Ishares Tr over time
0.69%22,305
$3.50M
0.69%
increased 1.03 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aries Wealth Management's holding in Ishares Tr over time
0.51%49,269
$2.58M
0.51%
decreased 2.85 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aries Wealth Management's holding in Ishares Tr over time
0.23%15,436
$1.17M
0.23%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aries Wealth Management's holding in Ishares Tr over time
0.21%10,080
$1.08M
0.21%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aries Wealth Management's holding in Ishares Tr over time
0.13%5,954
$657.0K
0.13%
increased 6.15 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aries Wealth Management's holding in Ishares Tr over time
0.07%3,238
$380.3K
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
$364.7K
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%9,185
$352.2K
0.07%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Aries Wealth Management's holding in Ishares Inc over time
0.1%6,844
$515.2K
0.1%
decreased 0.62 percentreduced
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Aries Wealth Management's holding in Agnico Eagle Mines Ltd over time
0.17%5,540
$859.4K
0.17%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Aries Wealth Management's holding in Vaneck Etf Trust over time
0.57%38,609
$2.91M
0.57%
increased 3.21 percentadded