Aries Wealth Management

CIK

1729515

Location

PORTLAND, ME

Portfolio Value

Micro $3,563,430

Diversification

Diversified

Filing Date

Global Rank

#3,424 / 8,232 ▲ 141

Top Industry

Consumer Electronics 10.0%

3Y Alpha vs SPY

-4.0%

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

6 positions · $3,563,430 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LIN	Linde PLC Basic Materials	Held	2,334	0	$1,157,103	+16.3%	32.47%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	5,540	-4,537	$1,124,509	−34.2%	31.56%
ECL	Ecolab Inc. Basic Materials	Held	1,549	0	$412,064	+1.3%	11.56%
NUE	Nucor Corp Basic Materials	Reduced	2,305	-150	$389,775	−2.7%	10.94%
SHW	Sherwin Williams Co Basic Materials	Held	821	0	$263,171	−1.1%	7.39%
CTVA	Corteva, Inc. Basic Materials	NEW	2,590	NEW	$216,808	NEW	6.08%