StockDriftsStockDriftsTop 50 Aries Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.91% | 86.3K | $25.0M | -0.01%(-11) | $147.89(+106.49%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.41% | 260.8K | $22.5M | +3.05%(+7.72K) | $44.01(+102.65%) | 2026-06-30 | |
| EFA | ISHARES TR | 4.27% | 209.4K | $21.8M | +6.49%(+12.77K) | $82.01(+32.50%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.97% | 66.6K | $20.2M | +1.70%(+1.11K) | $189.24(+63.00%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.89% | 26.5K | $19.8M | +2.28%(+592) | $459.74(+68.65%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.66% | 17.5K | $18.7M | -0.37%(-65) | $141.86(+512.93%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.09% | 195.0K | $15.7M | +1.88%(+3.60K) | $57.32(+47.11%) | 2026-06-30 | |
| SGOV | ISHARES TR | 2.81% | 142.0K | $14.3M | +56.51%(+51.26K) | $100.58(-0.01%) | 2026-06-30 | |
| EEM | ISHARES TR | 2.72% | 202.5K | $13.9M | +2.46%(+4.86K) | $46.33(+46.12%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.6% | 35.6K | $13.3M | -0.76%(-274) | $285.57(+70.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.62% | +62.72% | +10.94% | +68.06% |
| Top 20 Holdings Unweighted | +17.63% | +62.77% | +10.27% | +63.01% |
Aries Wealth Management reports $509.28M in US-listed equity holdings across 242 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.9%), VUG (4.4%) and EFA (4.3%). The top 20 holdings account for 51.75% of reported assets. Its disclosed equity book has returned +62.72% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aries Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729515). View Aries Wealth Management’s 13F filings on SEC