Aries Wealth Management holds a diversified book of 242 reported positions worth $509.3M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Palo Alto Networks Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the reported non-option book. Cloning the disclosed picks since 2018 would be +166% (+12.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Aries Wealth Management is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 24.9 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 each quarter's actual reporting lag, ~24 days for the latest filing, with 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
+5 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Aries Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Granger Management LLC | 8 / 80 | $321.0M |
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.4B |
| Hoffman, Alan N Investment Management | 10 / 80 | $162.3M |
| Prosperity Advisers, LLC | 25 / 80 | $127.7M |
| Uhlmann Price Securities, LLC | 44 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Kearns & Associates LLC | 18 / 80 | $194.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Aries Wealth Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show Aries Wealth Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 242 | $509.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 234 | $454.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 30d | 233 | $451.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 41d | 231 | $422.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 28d | 217 | $382.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 226 | $368.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 30d | 223 | $363.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 31d | 231 | $363.8M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 25, 2024 | 25d | 206 | $317.4M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 3, 2024 | 33d | 210 | $310.3M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 10, 2024 | 10d | 201 | $280.4M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 19, 2023 | 19d | 200 | $255.5M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 14, 2023 | 14d | 202 | $257.9M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 11, 2023 | 11d | 194 | $243.9M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 19, 2023 | 19d | 190 | $232.0M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 2, 2022 | 33d | 185 | $225.9M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 27, 2022 | 27d | 176 | $220.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 25, 2022 | 25d | 73 | $231.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jun 6, 2022 | 157d | 190 | $262.4M | 13F-HR/A |
| Q3 2021 | Sep 30, 2021 | Oct 13, 2021 | 13d | 179 | $236.4M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 14, 2021 | 14d | 183 | $233.8M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 20, 2021 | 20d | 175 | $222.6M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 22, 2021 | 22d | 164 | $200.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.