Aries Wealth Management
Aries Wealth Management reported 245 stocks worth $519M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (5.5%), VUG (4.6%) and EFA (4.3%). Compared with Q2 2026, the fund opened new positions in XOM and AIPO, added to VUG, EFA and SPY, trimmed AAPL, SGOV and CAT and sold out of XOM, WMB and BWXT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $28.3M | 5.5% | 85K | −1,222 (−1%) | 8 of 8 | |
| 2 |  VUG Vanguard Index Fds | $23.7M | 4.6% | 263K | +2,097 (+1%) | 8 of 8 | |
| 3 |  EFA Ishares TR | $22.5M | 4.3% | 216K | +6,812 (+3%) | 8 of 8 | |
| 4 |  SPY Spdr S&P 500 ETF TR | $20.5M | 4.0% | 27K | +384 (+1%) | 8 of 8 | |
| 5 |  VB Vanguard Index Fds | $19.2M | 3.7% | 67K | +781 (+1%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $18.3M | 3.5% | 36K | +48 (+0%) | 8 of 8 | |
| 7 |  VO Vanguard Index Fds | $15.3M | 3.0% | 195K | +293 (+0%) | 8 of 8 | |
| 8 |  SGOV Ishares TR | $14.2M | 2.7% | 141K | −1,260 (−1%) | 4 of 8 | |
| 9 |  EEM Ishares Msci Emerging | $14M | 2.7% | 209K | +6,452 (+3%) | 8 of 8 | |
| 10 |  CAT Caterpillar Inc | $13.4M | 2.6% | 17K | −963 (−5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $5.7M | 41K |
 WMB Williams Cos Inc | $360K | 4,837 |
 BWXT Bwx Technologies Inc | $277K | 1,422 |
 CVS Cvs Health Corp | $224K | 2,170 |
 DAL Delta Air Lines Inc Del | $220K | 2,347 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Aries Wealth Management 13F FAQ
What does Aries Wealth Management own?
Aries Wealth Management reported 245 stocks worth $519M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (5.5%), VUG (4.6%) and EFA (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Aries Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 47 added to, 62 trimmed and 10 sold out. New positions include XOM and AIPO. It sold all of XOM, WMB and BWXT.
When will Aries Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Aries Wealth Management's portfolio worth?
The Q3 2026 filing reports $519M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.