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
+3.04%
1 Year Est. Return
+25.6%
3 Year Est. Return
+74.96%
5 Year Est. Return
+92.15%
10 Year Est. Return
–
AUM
$452M
AUM Growth
+$29M
Cap. Flow
+$20M
Cap. Flow %
4.42%
Top 10 Hldgs %
33.89%
Holding
242
New
11
Increased
63
Reduced
69
Closed
9

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$6.68M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.91M
3
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.62M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.54M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.51M

Top Sells

Rank Stock Value
1
TMUS icon
T-Mobile US
TMUS
+$753K
2
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$406K
3
AEM icon
Agnico Eagle Mines
AEM
+$278K
4
STZ icon
Constellation Brands
STZ
+$276K
5
NVDA icon
NVIDIA
NVDA
+$270K

Sector Composition

Rank Sector Weight
1 Technology 13.9%
2 Healthcare 6.82%
3 Industrials 6.59%
4 Financials 5.97%
5 Consumer Discretionary 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
51
GE Aerospace
GE
$377B
$2.16M 0.48%
7,028
– –
IDXX icon
52
Idexx Laboratories
IDXX
$44.9B
$2.15M 0.48%
3,177
-71
-2% -$48.4K
BTC
53
Grayscale Bitcoin Mini Trust ETF
BTC
$3.38B
$1.95M 0.43%
50,461
+12,958
+35% +$574K
ADP icon
54
Automatic Data Processing
ADP
$106B
$1.95M 0.43%
7,587
– –
RTX icon
55
RTX Corp
RTX
$295B
$1.95M 0.43%
10,633
-622
-6% -$108K
VEA icon
56
Vanguard FTSE Developed Markets ETF
VEA
$225B
$1.94M 0.43%
31,000
– –
ETH
57
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
$1.85M 0.41%
65,997
+19,169
+41% +$625K
VCSH icon
58
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.85M 0.41%
23,187
-60
-0.3% -$4.79K
MCD icon
59
McDonald's
MCD
$194B
$1.77M 0.39%
5,804
+64
+1% +$19.6K
AEM icon
60
Agnico Eagle Mines
AEM
$71.9B
$1.71M 0.38%
10,077
-1,654
-14% -$278K
BLK icon
61
Blackrock
BLK
$170B
$1.69M 0.38%
1,583
-42
-3% -$45.9K
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.68M 0.37%
3,347
-200
-6% -$99.5K
JPST icon
63
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$1.67M 0.37%
32,915
-500
-1% -$25.3K
NVDA icon
64
NVIDIA
NVDA
$4.77T
$1.64M 0.36%
8,786
-1,449
-14% -$270K
RKLB icon
65
Rocket Lab Corp
RKLB
$39.9B
$1.59M 0.35%
22,818
-620
-3% -$35.5K
VTIP icon
66
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$1.56M 0.35%
31,566
+421
+1% +$21.1K
PXF icon
67
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.83B
$1.53M 0.34%
23,406
– –
GOOG icon
68
Alphabet (Google) Class C
GOOG
$4.07T
$1.53M 0.34%
4,877
-265
-5% -$75.9K
AVGO icon
69
Broadcom
AVGO
$1.81T
$1.5M 0.33%
4,348
+443
+11% +$158K
ITW icon
70
Illinois Tool Works
ITW
$84.9B
$1.5M 0.33%
6,098
– –
VIG icon
71
Vanguard Dividend Appreciation ETF
VIG
$113B
$1.48M 0.33%
6,735
-91
-1% -$19.9K
CVX icon
72
Chevron
CVX
$374B
$1.46M 0.32%
9,609
-254
-3% -$38.7K
VEU icon
73
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$1.44M 0.32%
19,609
– –
ACN icon
74
Accenture
ACN
$101B
$1.42M 0.31%
5,278
-784
-13% -$199K
IEFA icon
75
iShares Core MSCI EAFE ETF
IEFA
$187B
$1.4M 0.31%
15,639
– –
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 Q4 2025 Portfolio in Review

As of Q4 2025, Aries Wealth Management held 242 positions worth $452M, up 6.9% from $423M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Aries Wealth Management deployed $20M of net new capital in Q4 2025, opening 11 new positions and adding to 63 existing holdings. Its largest new stake was iShares 0-3 Month Treasury Bond ETF: 66,450 shares worth $6.67M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 15% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was T-Mobile US, an estimated $753K trimmed.

  • Aries Wealth Management's largest Q4 2025 buy was iShares 0-3 Month Treasury Bond ETF: 66,450 shares worth $6.67M.
  • Aries Wealth Management added most to iShares MSCI EAFE ETF in Q4 2025, an estimated $1.91M increase.
  • Aries Wealth Management's biggest Q4 2025 reduction was T-Mobile US, cutting an estimated $753K.
  • Aries Wealth Management fully exited Constellation Brands in Q4 2025, selling an estimated $276K.
  • Aries Wealth Management's ten largest holdings make up 34% of its $452M portfolio in Q4 2025.
  • Aries Wealth Management opened 11 new positions and closed 9 in Q4 2025.
  • Aries Wealth Management's portfolio value rose 6.9% quarter-over-quarter to $452M.

Based on Aries Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.