Aries Wealth Management
Long book
$454.8M
Q1 2026
Positions
234
Top-10 weight
34%
concentration
Last quarter
+10.3%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsAries Wealth Management is a wealth-management firm allocating client money, running a $454.8M US long book across 234 positions.
The portfolio is moderately concentrated (top 10 ≈ 34% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, ISHARES MSCI EAFE ETF, VANGUARD GROWTH ETF, VANGUARD SMALL-CAP ETF, SS SPDR S&P 500 ETF TRUST-US.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.7%
Q2 2024
+7.3%
Q3 2024
-0.3%
Q4 2024
-1.3%
Q1 2025
+7.2%
Q2 2025
+8.1%
Q3 2025
+2.7%
Q4 2025
-1.7%
Q1 2026
+10.3%
Sector allocation
Technology 31%
Consumer discretionary 15%
Industrials 13%
Healthcare 11%
Financials 9%
Energy 5%
Other 4%
Services media 4%
Long book by quarter
What does Aries Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 86.3K | $21.9M | 4.8% | -1.1% |
| MSFT MICROSOFT CORP | Technology | 35.8K | $13.3M | 2.9% | +0.5% |
| CAT CATERPILLAR INC | Industrials | 17.6K | $12.5M | 2.7% | -0.9% |
| GOOGL ALPHABET INC-CL A | Technology | 32.7K | $9.4M | 2.1% | -0.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 43.6K | $9.1M | 2.0% | +1.6% |
| XOM EXXON MOBIL CORP | Energy | 41.5K | $7.0M | 1.5% | -7.1% |
| WMT WALMART INC | Consumer discretionary | 54.4K | $6.8M | 1.5% | -0.2% |
| META META PLATFORMS INC-CLASS A | Technology | 11.0K | $6.3M | 1.4% | +4.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 25.5K | $6.2M | 1.4% | -0.2% |
| JPM JPMORGAN CHASE & CO | Financials | 17.4K | $5.1M | 1.1% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 14.9K | $4.9M | 1.1% | -0.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 4.0K | $4.0M | 0.9% | +2.7% |
| V VISA INC-CLASS A SHARES | Services media | 13.2K | $4.0M | 0.9% | +0.3% |
| LLY ELI LILLY & CO | Healthcare | 4.1K | $3.8M | 0.8% | Held |
| MRK MERCK & CO. INC. | Healthcare | 25.5K | $3.1M | 0.7% | -1.2% |
| PG PROCTER & GAMBLE CO/THE | Other | 20.4K | $2.9M | 0.6% | -6.8% |
| WM WASTE MANAGEMENT INC | Utilities | 12.3K | $2.8M | 0.6% | -0.3% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 11.4K | $2.8M | 0.6% | -0.7% |
| ABBV ABBVIE INC | Healthcare | 12.2K | $2.7M | 0.6% | -3.9% |
| CB CHUBB LTD | Financials | 7.4K | $2.4M | 0.5% | Held |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 4.9K | $2.4M | 0.5% | -0.6% |
| TJX TJX COMPANIES INC | Consumer discretionary | 14.4K | $2.3M | 0.5% | Held |
| PEP PEPSICO INC | Consumer staples | 14.5K | $2.3M | 0.5% | -5.8% |
| RTX RTX CORP | Industrials | 10.6K | $2.0M | 0.4% | -0.2% |
| CVX CHEVRON CORP | Energy | 9.6K | $2.0M | 0.4% | Held |
| ABT ABBOTT LABORATORIES | Healthcare | 18.3K | $1.9M | 0.4% | +2.2% |
| GE GENERAL ELECTRIC | Industrials | 6.5K | $1.8M | 0.4% | -7.4% |
| MCD MCDONALD'S CORP | Consumer discretionary | 5.8K | $1.8M | 0.4% | Held |
| IDXX IDEXX LABORATORIES INC | Materials | 3.2K | $1.8M | 0.4% | +0.4% |
| GEV GE VERNOVA INC | Industrials | 1.8K | $1.6M | 0.4% | -6.6% |
| ITW ILLINOIS TOOL WORKS | Industrials | 6.1K | $1.6M | 0.3% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.2K | $1.5M | 0.3% | -3.8% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 7.6K | $1.5M | 0.3% | Held |
| BLK BLACKROCK INC | Financials | 1.6K | $1.5M | 0.3% | Held |
| NVDA NVIDIA CORP | Technology | 8.3K | $1.4M | 0.3% | -5.7% |
| GOOG ALPHABET INC-CL C | Technology | 4.9K | $1.4M | 0.3% | Held |
| NEE NEXTERA ENERGY INC | Utilities | 14.1K | $1.3M | 0.3% | -0.1% |
| AVGO BROADCOM INC | Technology | 4.1K | $1.3M | 0.3% | -5.7% |
| TXN TEXAS INSTRUMENTS INC | Technology | 6.5K | $1.3M | 0.3% | Held |
| UNP UNION PACIFIC CORP | Industrials | 5.1K | $1.2M | 0.3% | Held |
| KLAC KLA CORP | Other | 824 | $1.2M | 0.3% | -2.0% |
| CSCO CISCO SYSTEMS INC | Technology | 15.6K | $1.2M | 0.3% | Held |
| CL COLGATE-PALMOLIVE CO | Other | 13.7K | $1.2M | 0.3% | -2.8% |
| LIN LINDE PLC | Materials | 2.3K | $1.2M | 0.3% | Held |
| AEM AGNICO EAGLE MINES LTD | Materials | 5.5K | $1.1M | 0.2% | -45.0% |
| INDB INDEPENDENT BANK CORP/MA | Financials | 14.9K | $1.1M | 0.2% | Held |
| UBER UBER TECHNOLOGIES INC | Services media | 14.9K | $1.1M | 0.2% | +10.9% |
| LOW LOWE'S COS INC | Consumer discretionary | 4.5K | $1.1M | 0.2% | Held |
| RKLB ROCKET LAB CORP | Industrials | 16.5K | $1.1M | 0.2% | -27.8% |
| MCK MCKESSON CORP | Consumer discretionary | 1.2K | $1.0M | 0.2% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 234 | $454.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 30, 2026 | 233 | $451.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 10, 2025 | 231 | $422.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 28, 2025 | 217 | $382.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 17, 2025 | 226 | $368.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 30, 2025 | 223 | $363.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 31, 2024 | 231 | $363.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 25, 2024 | 206 | $317.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 3, 2024 | 210 | $310.3M | canonical | SEC ↗ |