Aries Wealth Management
CIK 1729515
13F filing for Q2 2026・No. 3,856
- Holdings
- US$509.28M
- Quarter change
- +US$54.46M
- Entries
- 242
- Net bought (estimate)
- +US$12.64M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 5
- Cut 69
- Added 45
- Corporate actions 2
- Unchanged 115
Largest holdings
242 stocks worth US$509.28M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 86,337 | US$24.98M | 4.91% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 260,784 | US$22.46M | 4.41% |
| EFAISHARES TRMSCI EAFE ETF | Added | 209,435 | US$21.76M | 4.27% |
| VANGUARD INDEX FDSSMALL CP ETF | Added | 66,637 | US$20.2M | 3.97% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 26,501 | US$19.79M | 3.89% |
| CATCATERPILLAR INCCOM | Cut | 17,525 | US$18.66M | 3.66% |
| VANGUARD INDEX FDSMID CAP ETF | AddedSplit 4:1 | 195,021 | US$15.71M | 3.09% |
| ISHARES TR0-3 MTH TREASURY | Added | 141,955 | US$14.29M | 2.81% |
| EEMISHARES TRMSCI EMG MKT ETF | Added | 202,496 | US$13.85M | 2.72% |
| MSFTMicrosoftCOM | Cut | 35,553 | US$13.26M | 2.60% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.