Aries Wealth Management has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $432 Million distributed in 233 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.3M, Vanguard Growth ETF with a value of $19.6M, Microsoft Corp with a value of $18.1M, Ishares Tr Msci Eafe ETF with a value of $16.8M, and Spdr S&P 500 ETF Trust with a value of $16.7M.
Examining the 13F form we can see an increase of $23.3M in the current position value, from $409M to 432M.
Below you can find more details about Aries Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$432 Million
ETFs: $215 Million
Technology: $60.5 Million
Healthcare: $29.4 Million
Industrials: $28.3 Million
Financial Services: $23.8 Million
Consumer Cyclical: $23 Million
Communication Services: $19.4 Million
Consumer Defensive: $18.8 Million
Other: $13.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions