Aries Wealth Management
Filing Date
Global Rank
#939
/ 2,968
▲ 2817
Top Industry
Consumer Electronics
10.4%
3Y Alpha vs SPY
-3.3%
Period ended 29 days ago
Filed Jul 24, 2026 · 5d
26 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+58.0%
SPY
+67.9%
Annualised alpha
-2.4%
Max drawdown
−16.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
166 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
9.1%
+0.4 pts
Top 5
32.1%
+2.7 pts
Top 10
44.8%
+1.3 pts
HHI
298
Diversified+24
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 23.2% | $63,867,570 |
| Industrials | 15.1% | $41,680,099 |
| Unclassified | 12.6% | $34,813,089 |
| Healthcare | 11.3% | $31,119,040 |
| Financial Services | 9.6% | $26,403,208 |
| Consumer Cyclical | 8.3% | $22,978,708 |
| Communication Services | 7.3% | $19,987,717 |
| Consumer Defensive | 7.0% | $19,394,422 |
| Energy | 3.5% | $9,668,955 |
| Basic Materials | 1.3% | $3,517,144 |
| Utilities | 0.7% | $1,859,874 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GDLC | Grayscale CoinDesk Crypto 5 ETF | +18,335 | 46,080 | $1,216,051 | |
| KLAC | Kla Corp | +7,416 | 8,240 | $2,486,090 | |
| ETH | Grayscale Ethereum Staking Mini ETF | +6,095 | 100,397 | $1,508,966 | |
| VSTM | Verastem, Inc. | +4,584 | 30,833 | $117,782 | |
| NFLX | Netflix Inc | +2,780 | 12,070 | $861,798 | |
| NOW | ServiceNow, Inc. | +1,832 | 9,768 | $969,767 | |
| UBER | Uber Technologies, Inc | +1,300 | 16,231 | $1,171,228 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | +840 | 64,542 | $1,674,864 | |
| CRM | Salesforce, Inc. | +665 | 3,394 | $531,704 | |
| SPY | Spdr S&P 500 ETF Trust | +592 | 26,501 | $19,790,151 | |
| IAU | Ishares Gold Trust | +387 | 7,247 | $547,220 | |
| QQQ | Invesco Qqq Trust, Series 1 | +312 | 3,838 | $2,826,303 | |
| BWXT | BWX Technologies, Inc. | +280 | 1,422 | $276,792 | |
| MDLZ | Mondelez International, Inc. | +214 | 10,125 | $585,630 | |
| IBM | International Business Machines Corp | +100 | 11,537 | $3,244,319 | |
| BABA | Alibaba Group Holding Ltd | +100 | 3,275 | $314,334 | |
| GLD | Spdr Gold Trust | +73 | 14,130 | $5,205,209 | |
| SNPS | Synopsys Inc | +69 | 817 | $364,439 | |
| LLY | ELI LILLY & Co | +52 | 4,132 | $4,956,045 | |
| ISRG | Intuitive Surgical Inc | +20 | 1,159 | $460,911 | |
| PTC | Ptc Inc. | +9 | 4,404 | $500,338 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPSH | Cps Technologies Corp/De/ | −10,000 | 53,900 | $297,528 | |
| ETHE | Grayscale Ethereum Staking ETF | −3,936 | 29,041 | $370,563 | |
| RKLB | Rocket Lab Corp | −3,400 | 13,076 | $1,329,175 | |
| TTMI | Ttm Technologies Inc | −2,000 | 1,128 | $210,958 | |
| HON | Honeywell International Inc | −1,539 | 1,533 | $343,238 | |
| CI | Cigna Group | −1,050 | 1,727 | $476,099 | |
| ACN | Accenture plc | −624 | 4,549 | $566,077 | |
| PFE | Pfizer Inc | −600 | 29,237 | $704,026 | |
| ADP | Automatic Data Processing Inc | −530 | 7,057 | $1,580,415 | |
| GE | General Electric Co | −522 | 5,984 | $2,236,400 | |
| ABBV | AbbVie Inc. | −500 | 11,730 | $2,951,737 | |
| PEP | Pepsico Inc | −328 | 14,166 | $1,918,076 | |
| PG | PROCTER & GAMBLE Co | −302 | 20,088 | $2,945,704 | |
| SHEL | Shell plc | −290 | 7,672 | $594,886 | |
| MSFT | Microsoft Corp | −274 | 35,553 | $13,261,980 | |
| AMZN | Amazon Com Inc | −180 | 43,427 | $10,350,391 | |
| XYL | Xylem Inc. | −150 | 2,650 | $313,256 | |
| TMO | Thermo Fisher Scientific Inc. | −148 | 4,748 | $2,380,457 | |
| V | Visa Inc. | −130 | 13,021 | $4,467,374 | |
| HD | Home Depot, Inc. | −128 | 14,820 | $5,226,717 | |
| MMM | 3M Co | −100 | 5,463 | $884,514 | |
| XOM | ExxonMobil Holdings Corp | −100 | 41,412 | $5,661,848 | |
| ORCL | Oracle Corp | −85 | 3,761 | $551,174 | |
| AZN | Astrazeneca PLC | −75 | 4,486 | $850,635 | |
| AFL | Aflac Inc | −74 | 3,288 | $385,518 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PANW | Palo Alto Networks Inc | 1,400 | $477,428 | |
| HONA | Honeywell Aerospace Inc. | 1,533 | $338,486 | |
| QCOM | Qualcomm Inc/De | 1,511 | $279,217 | |
| MHK | Mohawk Industries Inc | 2,000 | $242,660 | |
| CVS | CVS HEALTH Corp | 2,170 | $224,486 | |
| DAL | Delta Air Lines, Inc. | 2,347 | $219,820 | |
| SNOW | Snowflake Inc. | 825 | $209,962 | |
| CRWD | CrowdStrike Holdings, Inc. | 500 | $95,392 | |
| ABEO | Abeona Therapeutics Inc. | 12,500 | $77,250 | |
| No positions match the current search. | ||||
166 tracked positions ·
$275,289,826 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 166 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 86,337 | $24,982,474 | 9.07% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 26,501 | $19,790,151 | 7.19% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 17,525 | $18,662,372 | 6.78% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 35,553 | $13,261,980 | 4.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 32,741 | $11,700,651 | 4.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 43,427 | $10,350,391 | 3.76% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 25,436 | $6,459,980 | 2.35% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 10,960 | $6,173,658 | 2.24% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 54,344 | $6,155,001 | 2.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 17,372 | $5,686,376 | 2.07% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 41,412 | $5,661,848 | 2.06% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 14,820 | $5,226,717 | 1.90% | |
| GLD |
Spdr Gold Trust
|
Added | 14,130 | $5,205,209 | 1.89% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 4,132 | $4,956,045 | 1.80% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 13,021 | $4,467,374 | 1.62% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 4,025 | $3,765,266 | 1.37% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 25,514 | $3,278,549 | 1.19% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 11,537 | $3,244,319 | 1.18% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 11,730 | $2,951,737 | 1.07% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 20,088 | $2,945,704 | 1.07% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,838 | $2,826,303 | 1.03% | |
| WM |
Waste Management Inc
Industrials
|
Held | 12,349 | $2,752,345 | 1.00% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 7,398 | $2,520,794 | 0.92% | |
| KLAC |
Kla Corp
Technology
|
Added | 8,240 | $2,486,090 | 0.90% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 4,748 | $2,380,457 | 0.86% | |
| GE |
General Electric Co
Industrials
|
Reduced | 5,984 | $2,236,400 | 0.81% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 14,450 | $2,189,175 | 0.80% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 1,849 | $2,172,316 | 0.79% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 10,595 | $2,010,189 | 0.73% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 6,482 | $1,932,089 | 0.70% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 14,166 | $1,918,076 | 0.70% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 15,559 | $1,827,560 | 0.66% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
Added | 64,542 | $1,674,864 | 0.61% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Reduced | 3,165 | $1,666,182 | 0.61% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 18,281 | $1,658,817 | 0.60% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 8,286 | $1,657,945 | 0.60% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Reduced | 6,076 | $1,643,375 | 0.60% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 9,607 | $1,592,456 | 0.58% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 3,182 | $1,592,240 | 0.58% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 7,057 | $1,580,415 | 0.57% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 5,802 | $1,568,338 | 0.57% | |
| INTC |
Intel Corp
Technology
|
Held | 11,131 | $1,554,221 | 0.56% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 4,102 | $1,549,530 | 0.56% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 1,583 | $1,522,149 | 0.55% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
Added | 100,397 | $1,508,966 | 0.55% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 5,030 | $1,368,160 | 0.50% | |
| RKLB |
Rocket Lab Corp
Industrials
|
Reduced | 13,076 | $1,329,175 | 0.48% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 13,659 | $1,252,257 | 0.45% | |
| INDB |
Independent Bank Corp
Financial Services
|
Held | 14,872 | $1,245,083 | 0.45% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 14,114 | $1,238,785 | 0.45% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.