Aries Wealth Management holds a diversified book of 242 stocks worth $509.3M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Palo Alto Networks Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book. Cloning the disclosed picks since 2018 would be +161% (+12.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1729515/holdings"
Use Arkolith to show Aries Wealth Management's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 23.4 points over this window.
Growth of $10,000 cloning Aries Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
50% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Aries Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $808.1B |
| MORGAN STANLEY | 80 / 80 | $651.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $565.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $204.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $178.9B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $100.9B |
| LPL Financial LLC | 80 / 80 | $100.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $96.0B |
Ranked by how many of Aries Wealth Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $25.0M | 86.3K | 4.9% | ▼~0% Reduced · −11 sh | |
| 2 | Vanguard Index FDS GROWTH ETF | $22.5M | 260.8K | 4.4% | ▲+518% Added · +219K sh | |
| 3 | Ishares TR MSCI EAFE ETF | $21.8M | 209.4K | 4.3% | ▲+6.5% Added · +13K sh | |
| 4 | Vanguard Index FDS SMALL CP ETF | $20.2M | 66.6K | 4.0% | ▲+1.7% Added · +1K sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $19.8M | 26.5K | 3.9% | ▲+2.3% Added · +592 sh | |
| 6 | Caterpillar Inc COM | $18.7M | 17.5K | 3.7% | ▼−0.4% Reduced · −65 sh | |
| 7 | Vanguard Index FDS MID CAP ETF | $15.7M | 195.0K | 3.1% | ▲+308% Added · +147K sh | |
| 8 | Ishares TR 0-3 MTH TREASURY | $14.3M | 142.0K | 2.8% | ▲+57% Added · +51K sh | |
| 9 | Ishares TR MSCI EMG MKT ETF | $13.9M | 202.5K | 2.7% | ▲+2.5% Added · +5K sh | |
| 10 | Microsoft Corp COM | $13.3M | 35.6K | 2.6% | ▼−0.8% Reduced · −274 sh | |
| 11 | Alphabet Inc CAP STK CL A | $11.7M | 32.7K | 2.3% | ▼~0% Reduced · −3 sh | |
| 12 | Amazon Com Inc COM | $10.4M | 43.4K | 2.0% | ▼−0.4% Reduced · −180 sh | |
| 13 | Vanguard Index FDS VALUE ETF | $10.3M | 47.3K | 2.0% | ▲+7.2% Added · +3K sh | |
| 14 | Vanguard Index FDS TOTAL STK MKT | $7.4M | 20.0K | 1.5% | ▼−0.3% Reduced · −59 sh | |
| 15 | SPDR Series Trust ST STR SP DIV | $7.4M | 48.5K | 1.4% | ▼−2.4% Reduced · −1K sh | |
| 16 | Ishares TR RUSSELL 3000 ETF | $6.5M | 15.3K | 1.3% | —Held | |
| 17 | Johnson & Johnson COM | $6.5M | 25.4K | 1.3% | ▼−0.2% Reduced · −50 sh | |
| 18 | Meta Platforms Inc CL A | $6.2M | 11.0K | 1.2% | ▼−0.1% Reduced · −10 sh | |
| 19 | Walmart Inc COM | $6.2M | 54.3K | 1.2% | ▼~0% Reduced · −15 sh | |
| 20 | Invesco Exch Traded FD TR II RAFI EMRGNG MRKT | $6.0M | 215.6K | 1.2% | —Held | |
| 21 | JPMorgan Chase & Co COM | $5.7M | 17.4K | 1.1% | ▼−0.1% Reduced · −25 sh | |
| 22 | Exxon Mobil Corp COM | $5.7M | 41.4K | 1.1% | ▼−0.2% Reduced · −100 sh | |
| 23 | Ishares TR 1 3 YR TREAS BD | $5.5M | 67.1K | 1.1% | ▲+6.3% Added · +4K sh | |
| 24 | Home Depot Inc COM | $5.2M | 14.8K | 1.0% | ▼−0.8% Reduced · −128 sh | |
| 25 | SPDR Gold TR GOLD SHS | $5.2M | 14.1K | 1.0% | ▲+0.5% Added · +73 sh | |
| 26 | Ishares TR MSCI USA QLT FCT | $5.2M | 23.6K | 1.0% | ▼−0.4% Reduced · −96 sh | |
| 27 | Eli Lilly & Co COM | $5.0M | 4.1K | 1.0% | ▲+1.3% Added · +52 sh | |
| 28 | Wisdomtree TR US QTLY DIV GRT | $4.6M | 48.2K | 0.9% | ▼−0.9% Reduced · −466 sh | |
| 29 | Visa Inc COM CL A | $4.5M | 13.0K | 0.9% | ▼−1.0% Reduced · −130 sh | |
| 30 | Vanguard Scottsdale FDS INT-TERM CORP | $4.4M | 53.0K | 0.9% | ▲+12% Added · +6K sh | |
| 31 | SPDR Series Trust ST STR RATE ETF | $3.8M | 123.6K | 0.7% | ▼−2.1% Reduced · −3K sh | |
| 32 | Costco Wholesale Corporation COM | $3.8M | 4.0K | 0.7% | —Held | |
| 33 | Ishares TR MSCI ACWI ETF | $3.5M | 22.3K | 0.7% | ▲+1.0% Added · +228 sh | |
| 34 | Merck & Co Inc COM | $3.3M | 25.5K | 0.6% | ▼−0.1% Reduced · −18 sh | |
| 35 | International Business Machs COM | $3.2M | 11.5K | 0.6% | ▲+0.9% Added · +100 sh | |
| 36 | Ishares TR CORE US AGGBD ET | $3.1M | 31.0K | 0.6% | ▲+15% Added · +4K sh | |
| 37 | Abbvie Inc COM | $3.0M | 11.7K | 0.6% | ▼−4.1% Reduced · −500 sh | |
| 38 | Procter & Gamble Co COM | $2.9M | 20.1K | 0.6% | ▼−1.5% Reduced · −302 sh | |
| 39 | Vaneck ETF Trust GOLD MINERS ETF | $2.9M | 38.6K | 0.6% | ▲+3.2% Added · +1K sh | |
| 40 | Invesco QQQ TR UNIT SER 1 | $2.8M | 3.8K | 0.6% | ▲+8.8% Added · +312 sh | |
| 41 | Ishares TR MSCI USA MIN ETF | $2.8M | 28.9K | 0.5% | ▼−1.4% Reduced · −419 sh | |
| 42 | Waste Mgmt Inc Del COM | $2.8M | 12.3K | 0.5% | —Held | |
| 43 | Vanguard Index FDS S&P 500 ETF SHS | $2.7M | 4.0K | 0.5% | ▲+7.3% Added · +271 sh | |
| 44 | Ishares TR ISHS 1-5YR INVS | $2.6M | 49.3K | 0.5% | ▼−2.8% Reduced · −1K sh | |
| 45 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.6M | 42.9K | 0.5% | ▼−3.7% Reduced · −2K sh | |
| 46 | Chubb Limited COM | $2.5M | 7.4K | 0.5% | ▼−0.3% Reduced · −24 sh | |
| 47 | Kla Corp COM NEW | $2.5M | 8.2K | 0.5% | ▲10× Added · +7K sh | |
| 48 | Thermo Fisher Scientific Inc COM | $2.4M | 4.7K | 0.5% | ▼−3.0% Reduced · −148 sh | |
| 49 | Ge Aerospace COM NEW | $2.2M | 6.0K | 0.4% | ▼−8.0% Reduced · −522 sh | |
| 50 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.2M | 31.0K | 0.4% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 242 | $509.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 234 | $454.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 233 | $451.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 231 | $422.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 217 | $382.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 226 | $368.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 223 | $363.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 231 | $363.8M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 25, 2024 | 206 | $317.4M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 3, 2024 | 210 | $310.3M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 10, 2024 | 201 | $280.4M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 19, 2023 | 200 | $255.5M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 14, 2023 | 202 | $257.9M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 11, 2023 | 194 | $243.9M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 19, 2023 | 190 | $232.0M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 2, 2022 | 185 | $225.9M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 27, 2022 | 176 | $220.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 25, 2022 | 73 | $231.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jun 6, 2022 | 190 | $262.4M | 13F-HR/A |
| Q3 2021 | Sep 30, 2021 | Oct 13, 2021 | 179 | $236.4M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 14, 2021 | 183 | $233.8M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 20, 2021 | 175 | $222.6M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 22, 2021 | 164 | $200.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.