We are live on ! Find out more
AWM

Aries Wealth Management Portfolio holdings

AUM $509M
1-Year Est. Return 25.6%
This Fund
S&P 500
This Quarter Est. Return
+9.09%
1 Year Est. Return
+25.6%
3 Year Est. Return
+74.96%
5 Year Est. Return
+92.15%
10 Year Est. Return
–
AUM
$423M
AUM Growth
+$40M
Cap. Flow
+$10.2M
Cap. Flow %
2.41%
Top 10 Hldgs %
33.37%
Holding
232
New
15
Increased
53
Reduced
53
Closed
1

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.19M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.11M
3
VTV icon
Vanguard Value ETF
VTV
+$515K
4
VB icon
Vanguard Small-Cap ETF
VB
+$463K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$428K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$218K
2
ZTS icon
Zoetis
ZTS
+$214K
3
META icon
Meta Platforms (Facebook)
META
+$195K
4
AVGO icon
Broadcom
AVGO
+$170K
5
AAPL icon
Apple
AAPL
+$168K

Sector Composition

Rank Sector Weight
1 Technology 14.89%
2 Industrials 6.64%
3 Healthcare 6.47%
4 Financials 6.36%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDXX icon
51
Idexx Laboratories
IDXX
$44.9B
$2.08M 0.49%
3,248
+76
+2% +$46.1K
TJX icon
52
TJX Companies
TJX
$178B
$2.07M 0.49%
14,351
– –
AEM icon
53
Agnico Eagle Mines
AEM
$71.9B
$1.98M 0.47%
11,731
– –
ORCL icon
54
Oracle
ORCL
$346B
$1.94M 0.46%
6,881
– –
NVDA icon
55
NVIDIA
NVDA
$4.77T
$1.91M 0.45%
10,235
-1,250
-11% -$218K
BTC
56
Grayscale Bitcoin Mini Trust ETF
BTC
$3.38B
$1.9M 0.45%
37,503
+2,835
+8% +$144K
BLK icon
57
Blackrock
BLK
$170B
$1.89M 0.45%
1,625
+76
+5% +$85K
RTX icon
58
RTX Corp
RTX
$295B
$1.88M 0.45%
11,255
+498
+5% +$77.3K
VCSH icon
59
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.86M 0.44%
23,247
– –
VEA icon
60
Vanguard FTSE Developed Markets ETF
VEA
$225B
$1.86M 0.44%
31,000
– –
ETH
61
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
$1.83M 0.43%
46,828
+4,150
+10% +$153K
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.78M 0.42%
3,547
+222
+7% +$108K
MCD icon
63
McDonald's
MCD
$194B
$1.74M 0.41%
5,740
– –
JPST icon
64
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$1.7M 0.4%
33,415
+1,465
+5% +$74.2K
TMUS icon
65
T-Mobile US
TMUS
$196B
$1.63M 0.39%
6,816
– –
ITW icon
66
Illinois Tool Works
ITW
$84.9B
$1.59M 0.38%
6,098
-1
-0% -$261
VTIP icon
67
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$1.58M 0.37%
31,145
+800
+3% +$40.3K
CTA icon
68
Simplify Managed Futures Strategy ETF
CTA
$1.52B
$1.54M 0.36%
55,091
-390
-0.7% -$10.8K
CVX icon
69
Chevron
CVX
$374B
$1.53M 0.36%
9,863
+609
+7% +$94.3K
ACN icon
70
Accenture
ACN
$101B
$1.49M 0.35%
6,062
-86
-1% -$22.4K
VIG icon
71
Vanguard Dividend Appreciation ETF
VIG
$113B
$1.47M 0.35%
6,826
-10
-0.1% -$2.1K
PXF icon
72
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.83B
$1.43M 0.34%
23,406
-190
-0.8% -$11.3K
BSV icon
73
Vanguard Short-Term Bond ETF
BSV
$44.7B
$1.41M 0.33%
17,929
-35
-0.2% -$2.75K
VEU icon
74
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$1.4M 0.33%
19,609
-975
-5% -$67.3K
FBTC icon
75
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$1.38M 0.33%
13,827
+565
+4% +$56.5K
1 2
3
4 5

Similar funds

PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
MC
Machina Capital Paris, France $508M AUM 9.91% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
HIM
HughesLittle Investment Management Vancouver $511M AUM 24.72% 1-Year Est. Return

Aries Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Aries Wealth Management held 232 positions worth $423M, up 10% from $383M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Aries Wealth Management's Q3 2025 filing shows 15 new, 53 increased, 53 reduced and 1 closed positions. Its largest new stake was Grayscale CoinDesk Crypto 5 ETF: 6,958 shares worth $389K. The largest sale was NVIDIA, an estimated $218K.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 15% a quarter earlier, followed by Industrials and Healthcare.

  • Aries Wealth Management's largest Q3 2025 buy was Grayscale CoinDesk Crypto 5 ETF: 6,958 shares worth $389K.
  • Aries Wealth Management added most to State Street SPDR S&P 500 ETF Trust in Q3 2025, an estimated $3.19M increase.
  • Aries Wealth Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $218K.
  • Aries Wealth Management fully exited Zoetis in Q3 2025, selling an estimated $214K.
  • Aries Wealth Management's ten largest holdings make up 33% of its $423M portfolio in Q3 2025.
  • Aries Wealth Management opened 15 new positions and closed 1 in Q3 2025.
  • Aries Wealth Management's portfolio value rose 10% quarter-over-quarter to $423M.

Based on Aries Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.