Aries Wealth Management
CIK: 0001729515SEC EDGAR →
Portfolio Value
$451.6M
Holdings
233
As of
Q4 2025
New Positions
15
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 87,287 | $23.7M | 5.25% |
| 2 | VANGUARD INDEX FDS | 40,491 | $19.8M | 4.37% |
| 3 | MICROSOFT CORP | 35,652 | $17.2M | 3.82% |
| 4 | SPDR S&P 500 ETF TR | 25,092 | $17.1M | 3.79% |
| 5 | ISHARES TR | 176,664 | $17.0M | 3.76% |
| 6 | VANGUARD INDEX FDS | 58,035 | $15.0M | 3.31% |
| 7 | VANGUARD INDEX FDS | 44,496 | $12.9M | 2.86% |
| 8 | ALPHABET INC | 32,844 | $10.3M | 2.28% |
| 9 | CATERPILLAR INC | 17,753 | $10.2M | 2.25% |
| 10 | AMAZON COM INC | 42,922 | $9.9M | 2.19% |
Quarterly Changes
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 96 | $233.7M | 51.8% |
| Technology | 31 | $64.8M | 14.3% |
| Healthcare | 23 | $30.5M | 6.8% |
| Industrials | 24 | $29.1M | 6.4% |
| Consumer Cyclical | 13 | $22.6M | 5.0% |
| Communication Services | 7 | $21.1M | 4.7% |
| Consumer Defensive | 12 | $18.9M | 4.2% |
| Unknown | 11 | $14.9M | 3.3% |
| Energy | 7 | $8.9M | 2.0% |
| Basic Materials | 5 | $3.8M | 0.8% |
| Utilities | 4 | $3.2M | 0.7% |