Aries Wealth Management
All 13F Filings
- Location
- Portland, ME
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 451,641
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 233 | 451,641 | 13F-HR | Aries Wealth Management |
| Q3 2025 | 11/10/2025 | 231 | 422,638 | 13F-HR | Aries Wealth Management |
| Q2 2025 | 7/28/2025 | 217 | 382,677 | 13F-HR | Aries Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 340.5 K | 75.4% | 25.94 K | 0 | 25.94 K |
| ETFs | 109.1 K | 24.2% | 3.155 K | 0 | 3.155 K |
| Debt | 1.352 K | 0.3% | 0 | 63 | -63 |
| Other | 603 | 0.1% | 0 | 17 | -17 |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
451,641
Holdings
233
QoQ value change ($000)
29,003
(6.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.