Aries Wealth Management

CIK

1729515

Location

PORTLAND, ME

Portfolio Value

Small $251,254,684

Diversification

Diversified

Filing Date

Global Rank

#3,424 / 8,232 ▲ 141

Top Industry

Consumer Electronics 10.0%

3Y Alpha vs SPY

-4.2%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.3%

SPY

+76.3%

Annualised alpha

-4.0%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

161 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.7%

−0.4 pts

Top 5

29.4%

−0.9 pts

Top 10

43.5%

−0.0 pts

HHI

274

Diversified−11

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	21.5%	$54,025,963	25
Industrials	13.2%	$33,054,347	29
Unclassified	13.0%	$32,686,321	11
Healthcare	11.9%	$29,809,558	25
Financial Services	9.7%	$24,293,428	24
Consumer Cyclical	8.6%	$21,487,816	12
Consumer Defensive	8.0%	$20,114,131	12
Communication Services	7.2%	$17,976,033	5
Energy	4.8%	$12,049,894	8
Basic Materials	1.4%	$3,563,430	6
Utilities	0.8%	$1,963,738	3
Real Estate	0.1%	$230,025	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
ETH	Grayscale Ethereum Staking Mini ETF	+28,305	94,302	$1,872,837
CPSH	Cps Technologies Corp/De/	+20,000	63,900	$238,986
BTC	Grayscale Bitcoin Mini Trust ETF	+13,241	63,702	$1,910,422
GDLC	Grayscale CoinDesk Crypto 5 ETF	+13,147	27,745	$865,366
ABTC	American Bitcoin Corp.	+10,000	20,000	$18,480
FBTC	Fidelity Wise Origin Bitcoin Fund	+3,736	19,148	$1,130,306
GSOL	Grayscale Solana Staking ETF	+2,000	13,450	$82,448
UBER	Uber Technologies, Inc	+1,470	14,931	$1,073,986
CPNG	Coupang, Inc.	+1,200	11,520	$217,497
NFLX	Netflix Inc	+970	9,290	$893,233
SPY	Spdr S&P 500 ETF Trust	+817	25,909	$16,849,659
BABA	Alibaba Group Holding Ltd	+745	3,175	$398,335
AMZN	Amazon Com Inc	+685	43,607	$9,082,029
META	Meta Platforms, Inc.	+474	10,970	$6,276,266
ABT	Abbott Laboratories	+400	18,306	$1,879,477
ISRG	Intuitive Surgical Inc	+354	1,139	$525,067
IAU	Ishares Gold Trust	+225	6,860	$604,777
TOST	Toast, Inc.	+200	7,710	$204,392
MSFT	Microsoft Corp	+175	35,827	$13,262,080
COST	Costco Wholesale Corp /New	+107	4,025	$4,010,630
V	Visa Inc.	+35	13,151	$3,974,758
IDXX	Idexx Laboratories Inc /De	+12	3,189	$1,791,867
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FSK	FS KKR Capital Corp	−7,675	14,890	$151,580
RKLB	Rocket Lab Corp	−6,342	16,476	$1,058,088
AEM	Agnico Eagle Mines Ltd	−4,537	5,540	$1,124,509
XOM	Exxon Mobil Corp	−3,165	41,512	$7,042,925
ORCL	Oracle Corp	−3,122	3,846	$565,785
PG	PROCTER & GAMBLE Co	−1,482	20,390	$2,945,131
MDLZ	Mondelez International, Inc.	−1,441	9,911	$571,270
CI	Cigna Group	−1,050	2,777	$740,764
PI	Impinj Inc	−1,000	4,000	$410,800
DIS	Walt Disney Co	−1,000	7,314	$704,923
AAPL	Apple Inc.	−939	86,348	$21,914,258
PEP	Pepsico Inc	−885	14,494	$2,250,773
EMR	Emerson Electric Co	−634	6,186	$810,489
PFE	Pfizer Inc	−600	29,837	$837,822
GE	General Electric Co	−522	6,506	$1,846,207
NVDA	Nvidia Corp	−500	8,286	$1,445,078
ABBV	AbbVie Inc.	−500	12,230	$2,659,902
GLD	Spdr Gold Trust	−441	14,057	$6,048,586
KMB	Kimberly Clark Corp	−436	2,296	$221,495
CL	Colgate Palmolive Co	−387	13,675	$1,165,520
MRK	Merck & Co., Inc.	−317	25,532	$3,071,244
LRCX	Lam Research Corp	−250	2,510	$536,286
AVGO	Broadcom Inc.	−246	4,102	$1,269,610
CRM	Salesforce, Inc.	−174	2,729	$509,422
CAT	Caterpillar Inc	−163	17,590	$12,461,811
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	4,561	$899,520
NOW	ServiceNow, Inc.	7,936	$829,708
PTC	Ptc Inc.	4,395	$626,243
SNPS	Synopsys Inc	748	$296,567
CRS	Carpenter Technology Corp	614	$242,008
BWXT	BWX Technologies, Inc.	1,142	$233,527
SLB	Slb Limited/Nv	4,249	$218,356
CTVA	Corteva, Inc.	2,590	$216,808
CARR	CARRIER GLOBAL Corp	3,760	$211,725
DE	Deere & Co	364	$205,041
RDW	Redwire Corp	10,000	$85,000
MTVA	MetaVia Inc.	10,000	$12,000
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	1,777	$621,932
SLV	iShares Silver Trust	6,100	$392,962
FUBO	FuboTV Inc.	10,000	$302,400
CTSH	Cognizant Technology Solutions Corp	3,189	$264,687
QCOM	Qualcomm Inc/De	1,511	$258,456
INTU	Intuit Inc.	388	$257,018
UNH	Unitedhealth Group Inc	778	$256,825
CRWD	CrowdStrike Holdings, Inc.	500	$234,380
PAYX	Paychex Inc	2,039	$228,735
MHK	Mohawk Industries Inc	2,000	$218,600
BX	Blackstone Inc.	1,333	$205,468
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

161 positions · $251,254,684 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 161 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	86,348	-939	$21,914,258	−7.7%	8.72%
SPY	Spdr S&P 500 ETF Trust	Added	25,909	+817	$16,849,659	−1.5%	6.71%
MSFT	Microsoft Corp Technology	Added	35,827	+175	$13,262,080	−23.1%	5.28%
CAT	Caterpillar Inc Industrials	Reduced	17,590	-163	$12,461,811	+22.5%	4.96%
GOOGL	Alphabet Inc. Communication Services	Reduced	32,744	-100	$9,415,864	−8.4%	3.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	43,607	+685	$9,082,029	−8.3%	3.61%
XOM	Exxon Mobil Corp Energy	Reduced	41,512	-3,165	$7,042,925	+31.0%	2.80%
WMT	Walmart Inc. Consumer Defensive	Reduced	54,359	-121	$6,755,736	+11.3%	2.69%
META	Meta Platforms, Inc. Communication Services	Added	10,970	+474	$6,276,266	−9.4%	2.50%
JNJ	Johnson & Johnson Healthcare	Reduced	25,486	-60	$6,229,797	+17.8%	2.48%
GLD	Spdr Gold Trust	Reduced	14,057	-441	$6,048,586	+5.3%	2.41%
JPM	Jpmorgan Chase & Co Financial Services	Held	17,397	0	$5,117,501	−8.7%	2.04%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	14,948	-55	$4,916,247	−4.8%	1.96%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,025	+107	$4,010,630	+18.7%	1.60%
V	Visa Inc. Financial Services	Added	13,151	+35	$3,974,758	−13.6%	1.58%
LLY	ELI LILLY & Co Healthcare	Held	4,080	0	$3,752,661	−14.4%	1.49%
MRK	Merck & Co., Inc. Healthcare	Reduced	25,532	-317	$3,071,244	+12.9%	1.22%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	20,390	-1,482	$2,945,131	−6.0%	1.17%
WM	Waste Management Inc Industrials	Reduced	12,349	-36	$2,837,676	+4.3%	1.13%
IBM	International Business Machines Corp Technology	Reduced	11,437	-80	$2,772,214	−18.7%	1.10%
ABBV	AbbVie Inc. Healthcare	Reduced	12,230	-500	$2,659,902	−8.6%	1.06%
CB	Chubb Ltd Financial Services	Held	7,422	0	$2,419,052	+4.4%	0.96%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	4,896	-28	$2,406,530	−15.7%	0.96%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	14,450	0	$2,307,665	+4.0%	0.92%
PEP	Pepsico Inc Consumer Defensive	Reduced	14,494	-885	$2,250,773	+2.0%	0.90%
RTX	RTX Corp Industrials	Reduced	10,607	-26	$2,046,090	+4.9%	0.81%
QQQ	Invesco Qqq Trust, Series 1	Held	3,526	0	$2,035,136	−6.0%	0.81%
CVX	Chevron Corp Energy	Held	9,609	0	$1,988,102	+35.8%	0.79%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	63,702	+13,241	$1,910,422	−2.2%	0.76%
ABT	Abbott Laboratories Healthcare	Added	18,306	+400	$1,879,477	−16.2%	0.75%
ETH	Grayscale Ethereum Staking Mini ETF	Added	94,302	+28,305	$1,872,837	+1.1%	0.75%
GE	General Electric Co Industrials	Reduced	6,506	-522	$1,846,207	−14.7%	0.73%
MCD	Mcdonalds Corp Consumer Cyclical	Held	5,804	0	$1,803,825	+1.7%	0.72%
IDXX	Idexx Laboratories Inc /De Healthcare	Added	3,189	+12	$1,791,867	−16.6%	0.71%
GEV	GE Vernova Inc. Industrials	Reduced	1,849	-131	$1,613,992	+24.7%	0.64%
ITW	Illinois Tool Works Inc Industrials	Held	6,098	0	$1,587,248	+5.7%	0.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,220	-127	$1,543,024	−8.3%	0.61%
ADP	Automatic Data Processing Inc Technology	Held	7,587	0	$1,541,526	−21.0%	0.61%
BLK	BlackRock, Inc. Financial Services	Held	1,583	0	$1,522,386	−10.1%	0.61%
NVDA	Nvidia Corp Technology	Reduced	8,286	-500	$1,445,078	−11.8%	0.58%
NEE	Nextera Energy Inc Utilities	Reduced	14,114	-10	$1,310,908	+15.6%	0.52%
AVGO	Broadcom Inc. Technology	Reduced	4,102	-246	$1,269,610	−15.6%	0.51%
TXN	Texas Instruments Inc Technology	Held	6,488	0	$1,259,580	+11.9%	0.50%
UNP	Union Pacific Corp Industrials	Held	5,080	0	$1,232,509	+4.9%	0.49%
KLAC	Kla Corp Technology	Reduced	824	-17	$1,213,265	+18.7%	0.48%
CSCO	Cisco Systems, Inc. Technology	Held	15,559	0	$1,207,222	+0.7%	0.48%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	13,675	-387	$1,165,520	+4.9%	0.46%
LIN	Linde PLC Basic Materials	Held	2,334	0	$1,157,103	+16.3%	0.46%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	19,148	+3,736	$1,130,306	−3.8%	0.45%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	5,540	-4,537	$1,124,509	−34.2%	0.45%