Aries Wealth Management reported 163 positions worth $261.60M for the quarter ended Sep 30, 2026, up 2.9% on the prior quarter. It opened 7 new positions, added to 27, trimmed 42 and exited 7. Its largest holding is Apple Inc. at 10.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +4,906 | – | $740.12K | 0.283% |
| GDLC Grayscale CoinDesk Crypto 5 ETF | +12.8K | +27.7% | $489.28K | 0.863% |
| MRNA Moderna, Inc. | +2,000 | – | $385.14K | 0.147% |
| NFLX Netflix Inc | +4,740 | +39.3% | $329.81K | 0.447% |
| NVDA Nvidia Corp | +1,390 | +16.8% | $317.45K | 0.845% |
| COIN Coinbase Global, Inc. | +1,137 | – | $211.95K | 0.081% |
| COR Cencora, Inc. | +700 | – | $210.18K | 0.08% |
| SLB Slb Limited | +4,249 | – | $207.01K | 0.079% |
| HLT Hilton Worldwide Holdings Inc. | +650 | – | $206.78K | 0.079% |
| CRCL Circle Internet Group, Inc. | +2,510 | – | $206.25K | 0.079% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CAT Caterpillar Inc | -963 | -5.5% | $780.79K | 5.13% |
| WMT Walmart Inc. | -4,102 | -7.5% | $426.28K | 2% |
| AAPL Apple Inc. | -1,222 | -1.4% | $406.95K | 10.84% |
| WMB Williams Companies, Inc. | -4,837 | -100.0% | $359.58K | Exited |
| FBTC Fidelity Wise Origin Bitcoin Fund | -4,480 | -23.5% | $325.43K | 0.406% |
| ITW Illinois Tool Works Inc | -1,200 | -19.7% | $308.74K | 0.48% |
| XOM ExxonMobil Holdings Corp | -1,828 | -4.4% | $297.51K | 2.46% |
| MRSH Marsh & Mclennan Companies, Inc. | -1,735 | -46.7% | $296.22K | 0.129% |
| LLY ELI LILLY & Co | -243 | -5.9% | $281.17K | 1.72% |
| ABT Abbott Laboratories | -2,828 | -15.5% | $279.49K | 0.584% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +4,906 | $740.12K | 0.283% |
| MRNA Moderna, Inc. | +2,000 | $385.14K | 0.147% |
| COIN Coinbase Global, Inc. | +1,137 | $211.95K | 0.081% |
| COR Cencora, Inc. | +700 | $210.18K | 0.08% |
| SLB Slb Limited | +4,249 | $207.01K | 0.079% |
| HLT Hilton Worldwide Holdings Inc. | +650 | $206.78K | 0.079% |
| CRCL Circle Internet Group, Inc. | +2,510 | $206.25K | 0.079% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| WMB Williams Companies, Inc. | -4,837 | $359.58K | 0.141% |
| BWXT BWX Technologies, Inc. | -1,422 | $276.79K | 0.109% |
| CVS CVS HEALTH Corp | -2,170 | $224.49K | 0.088% |
| DAL Delta Air Lines, Inc. | -2,347 | $219.82K | 0.086% |
| TTMI Ttm Technologies Inc | -1,128 | $210.96K | 0.083% |
| ABTC American Bitcoin Corp. | -1,333 | $13.62K | <0.01% |
| CGC Canopy Growth Corp | -10.0K | $9.75K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 85.1K | $28.34M | 10.84% | -1,222 | -1.4% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 35.6K | $18.26M | 6.98% | +48 | +0.1% | Added | 0% |
| 3 | CAT Caterpillar Inc | Industrials | 16.6K | $13.43M | 5.13% | -963 | -5.5% | Reduced | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 32.9K | $11.31M | 4.32% | +130 | +0.4% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 43.8K | $10.91M | 4.17% | +358 | +0.8% | Added | 0% |
| 6 | META Meta Platforms, Inc. | Technology | 10.9K | $7.91M | 3.02% | -51 | -0.5% | Reduced | 0% |
| 7 | JNJ Johnson & Johnson | Healthcare | 25.4K | $6.72M | 2.57% | -52 | -0.2% | Reduced | 0% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 39.6K | $6.44M | 2.46% | -1,828 | -4.4% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 17.5K | $5.79M | 2.21% | +123 | +0.7% | Added | 0% |
| 10 | GLD Spdr Gold Trust | Others | 14.4K | $5.49M | 2.1% | +290 | +2.1% | Added | 0% |
| 11 | WMT Walmart Inc. | Consumer Staples | 50.2K | $5.22M | 2% | -4,102 | -7.5% | Reduced | 0% |
| 12 | V Visa Inc. | Financial Services | 13.1K | $4.72M | 1.8% | +109 | +0.8% | Added | 0% |
| 13 | LLY ELI LILLY & Co | Healthcare | 3,889 | $4.50M | 1.72% | -243 | -5.9% | Reduced | 0% |
| 14 | HD Home Depot, Inc. | Consumer Discretionary | 14.7K | $4.19M | 1.6% | -105 | -0.7% | Reduced | 0% |
| 15 | MRK Merck & Co., Inc. | Healthcare | 25.5K | $3.70M | 1.41% | -57 | -0.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Aries Wealth Management.
As of its Q3 2026 13F filing, Aries Wealth Management’s five largest positions were Apple Inc. (AAPL) at 10.8%, Microsoft Corp (MSFT) at 7.0%, Caterpillar Inc (CAT) at 5.1%, Alphabet Inc. (GOOGL) at 4.3%, Amazon Com Inc (AMZN) at 4.2% of the reported portfolio.
Aries Wealth Management reported a 13F portfolio worth $261.60M across 163 positions for Q3 2026. That is up 2.9% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($740.12K), Grayscale CoinDesk Crypto 5 ETF ($489.28K), Moderna, Inc. ($385.14K). It opened 7 new positions.
Its largest sales by value were Caterpillar Inc ($780.79K), Walmart Inc. ($426.28K), Apple Inc. ($406.95K). It exited 7 positions entirely.
From the Form 13F-HR reports Aries Wealth Management files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.