Institutional Fund
Aries Wealth Management
Portland, MECIK 17295155 filings on record
Portfolio Value
$454.82M
Q1 2026
Holdings
234
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+0.7%
from $451.64M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.8%
- Ishares Tr4.2%
- Vanguard Index Fds4.1%
- Vanguard Index Fds3.8%
- Spdr S&P 500 ETF Tr3.7%
- Vanguard Index Fds3.0%
- Other76.4%
Portfolio Holdings
234 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 86.3K | $21.91M | 4.8% | −939 | Reduced |
| 2 | Ishares Tr | 196.7K | $19.10M | 4.2% | +20.0K | Added |
| 3 | Vanguard Index Fds | 42.2K | $18.42M | 4.1% | +1.7K | Added |
| 4 | Vanguard Index Fds | 65.5K | $17.16M | 3.8% | +7.5K | Added |
| 5 | Spdr S&P 500 ETF Tr | 25.9K | $16.85M | 3.7% | +817 | Added |
| 6 | Vanguard Index Fds | 47.9K | $13.74M | 3.0% | +3.4K | Added |
| 7 | Microsoft Corp | 35.8K | $13.26M | 2.9% | +175 | Added |
| 8 | Caterpillar Inc | 17.6K | $12.46M | 2.7% | −163 | Reduced |
| 9 | Ishares Tr | 197.6K | $11.22M | 2.5% | +21.4K | Added |
| 10 | Alphabet Inc | 32.7K | $9.42M | 2.1% | −100 | Reduced |
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