Aries Wealth Management holds a focused book of 191 stocks worth $454.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened ASTRAZENECA PLC and trimmed APPLE INC. Their largest long position is VANGUARD GROWTH ETF at 15% of the equity book.
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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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% 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
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 | $21.9M | 86.3K | 4.8% | ▼−1.1% Reduced · −939 sh | |
| 2 | Ishares TR MSCI EAFE ETF | $19.1M | 196.7K | 4.2% | ▲+11% Added · +20K sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $18.4M | 42.2K | 4.1% | ▲+4.2% Added · +2K sh | |
| 4 | Vanguard Index FDS SMALL CP ETF | $17.2M | 65.5K | 3.8% | ▲+13% Added · +7K sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $16.8M | 25.9K | 3.7% | ▲+3.3% Added · +817 sh | |
| 6 | Vanguard Index FDS MID CAP ETF | $13.7M | 47.9K | 3.0% | ▲+7.5% Added · +3K sh | |
| 7 | Microsoft Corp COM | $13.3M | 35.8K | 2.9% | ▲+0.5% Added · +175 sh | |
| 8 | Caterpillar Inc COM | $12.5M | 17.6K | 2.7% | ▼−0.9% Reduced · −163 sh | |
| 9 | Ishares TR MSCI EMG MKT ETF | $11.2M | 197.6K | 2.5% | ▲+12% Added · +21K sh | |
| 10 | Alphabet Inc CAP STK CL A | $9.4M | 32.7K | 2.1% | ▼−0.3% Reduced · −100 sh | |
| 11 | Ishares TR 0-3 MNTH TREASRY | $9.1M | 90.7K | 2.0% | ▲+36% Added · +24K sh | |
| 12 | Amazon Com Inc COM | $9.1M | 43.6K | 2.0% | ▲+1.6% Added · +685 sh | |
| 13 | Vanguard Index FDS VALUE ETF | $8.7M | 44.2K | 1.9% | ▲+11% Added · +4K sh | |
| 14 | SPDR Series Trust STATE STREET SPD | $7.3M | 49.7K | 1.6% | ▼−2.1% Reduced · −1K sh | |
| 15 | Exxon Mobil Corp COM | $7.0M | 41.5K | 1.5% | ▼−7.1% Reduced · −3K sh | |
| 16 | Walmart Inc COM | $6.8M | 54.4K | 1.5% | ▼−0.2% Reduced · −121 sh | |
| 17 | Vanguard Index FDS TOTAL STK MKT | $6.4M | 20.1K | 1.4% | ▲+7.2% Added · +1K sh | |
| 18 | Meta Platforms Inc CL A | $6.3M | 11.0K | 1.4% | ▲+4.5% Added · +474 sh | |
| 19 | Johnson & Johnson COM | $6.2M | 25.5K | 1.4% | ▼−0.2% Reduced · −60 sh | |
| 20 | SPDR Gold TR GOLD SHS | $6.0M | 14.1K | 1.3% | ▼−3.0% Reduced · −441 sh | |
| 21 | Invesco Exch Traded FD TR II RAFI EMRGNG MRKT | $5.8M | 215.6K | 1.3% | ▲+5.5% Added · +11K sh | |
| 22 | Ishares TR RUSSELL 3000 ETF | $5.7M | 15.3K | 1.2% | —Held | |
| 23 | Ishares TR 1 3 YR TREAS BD | $5.2M | 63.2K | 1.1% | ▲+11% Added · +6K sh | |
| 24 | JPMorgan Chase & Co COM | $5.1M | 17.4K | 1.1% | —Held | |
| 25 | Home Depot Inc COM | $4.9M | 14.9K | 1.1% | ▼−0.4% Reduced · −55 sh | |
| 26 | Ishares TR MSCI USA QLT FCT | $4.5M | 23.7K | 1.0% | ▼−1.2% Reduced · −286 sh | |
| 27 | Wisdomtree TR US QTLY DIV GRT | $4.3M | 48.6K | 0.9% | ▼−3.6% Reduced · −2K sh | |
| 28 | Costco Wholesale Corporation COM | $4.0M | 4.0K | 0.9% | ▲+2.7% Added · +107 sh | |
| 29 | Visa Inc COM CL A | $4.0M | 13.2K | 0.9% | ▲+0.3% Added · +35 sh | |
| 30 | Vanguard Scottsdale FDS INT-TERM CORP | $3.9M | 47.2K | 0.9% | ▼−0.4% Reduced · −207 sh | |
| 31 | SPDR Series Trust STATE STREET SPD | $3.9M | 126.2K | 0.9% | ▲+2.4% Added · +3K sh | |
| 32 | Eli Lilly & Co COM | $3.8M | 4.1K | 0.8% | —Held | |
| 33 | Vaneck ETF Trust GOLD MINERS ETF | $3.4M | 37.4K | 0.8% | ▼−21% Reduced · −10K sh | |
| 34 | Merck & Co Inc COM | $3.1M | 25.5K | 0.7% | ▼−1.2% Reduced · −317 sh | |
| 35 | Ishares TR MSCI ACWI ETF | $3.1M | 22.1K | 0.7% | ▲+2.5% Added · +537 sh | |
| 36 | Procter & Gamble Co COM | $2.9M | 20.4K | 0.6% | ▼−6.8% Reduced · −1K sh | |
| 37 | Waste Mgmt Inc Del COM | $2.8M | 12.3K | 0.6% | ▼−0.3% Reduced · −36 sh | |
| 38 | International Business Machs COM | $2.8M | 11.4K | 0.6% | ▼−0.7% Reduced · −80 sh | |
| 39 | Ishares TR MSCI USA MIN VOL | $2.7M | 29.3K | 0.6% | ▼−2.6% Reduced · −786 sh | |
| 40 | Ishares TR CORE US AGGBD ET | $2.7M | 27.1K | 0.6% | ▲+3.0% Added · +793 sh | |
| 41 | Ishares TR ISHS 1-5YR INVS | $2.7M | 50.7K | 0.6% | ▲+1.6% Added · +818 sh | |
| 42 | Abbvie Inc COM | $2.7M | 12.2K | 0.6% | ▼−3.9% Reduced · −500 sh | |
| 43 | Chubb Ltd Switz COM | $2.4M | 7.4K | 0.5% | —Held | |
| 44 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.4M | 44.6K | 0.5% | ▲+4.7% Added · +2K sh | |
| 45 | Thermo Fisher Scientific Inc COM | $2.4M | 4.9K | 0.5% | ▼−0.6% Reduced · −28 sh | |
| 46 | TJX Cos Inc New COM | $2.3M | 14.4K | 0.5% | —Held | |
| 47 | Pepsico Inc COM | $2.3M | 14.5K | 0.5% | ▼−5.8% Reduced · −885 sh | |
| 48 | Vanguard Index FDS S&P 500 ETF SHS | $2.2M | 3.7K | 0.5% | —Held | |
| 49 | RTX Corporation COM | $2.0M | 10.6K | 0.4% | ▼−0.2% Reduced · −26 sh | |
| 50 | Invesco QQQ TR UNIT SER 1 | $2.0M | 3.5K | 0.4% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 |
| Q3 2020 | Sep 30, 2020 | Oct 14, 2020 | 150 | $176.2M | 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.