account_balance
Investment manager · 13F filer · SEC CIK 1729515
Aries Wealth Management
Reported value$519Mas of Sep 30, 2026
Positions245 12 new, 9 sold out
Top 10 weight36.5%AAPL alone is 5%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.5%
VUGVanguard Index FDS
4.6%
EFAiShares Tr
4.3%Added +3%
SPYSPDR S&P 500 ETF Trust
3.9%
VBVanguard Index FDS
3.7%
MSFTMicrosoft Corp
3.5%
VOVanguard Index FDS
2.9%
SGOViShares Tr
2.7%
EEMiShares Tr
2.7%Added +3%
CATCaterpillar Inc
2.6%Trimmed −5%
GOOGLAlphabet Inc.
2.2%
AMZNAmazon.com Inc
2.1%
AAPLApple Inc.
5.5%
VUGVanguard Index FDS
4.6%
EFAiShares Tr
4.3%
SPYSPDR S&P 500 ETF Trust
3.9%
VBVanguard Index FDS
3.7%
MSFTMicrosoft Corp
3.5%
VOVanguard Index FDS
2.9%
SGOViShares Tr
2.7%
EEMiShares Tr
2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.5% Held
VUG Vanguard Index FDS 4.6% Held
EFA iShares Tr 4.3% Added +3%
SPY SPDR S&P 500 ETF Trust 3.9% HeldVB Vanguard Index FDS 3.7% Held
MSFT Microsoft Corp 3.5% HeldVO Vanguard Index FDS 2.9% Held
SGOV iShares Tr 2.7% Held
EEM iShares Tr 2.7% Added +3%
CAT Caterpillar Inc 2.6% Trimmed −5%GOOGL Alphabet Inc. 2.2% HeldAMZN Amazon.com Inc 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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