Aries Wealth Management
All 13F Filings
- Location
- Portland, ME
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 509,284
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 242 | 509,284 | 13F-HR | Aries Wealth Management |
| Q1 2026 | 5/14/2026 | 234 | 454,821 | 13F-HR | Aries Wealth Management |
| 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 | 252.3 K | 49.5% | 22.1 K | 0 | 22.1 K |
| ETFs | 254.1 K | 49.9% | 31.7 K | 0 | 31.7 K |
| Debt | 1.649 K | 0.3% | 314 | 0 | 314 |
| Other | 1.216 K | 0.2% | 351 | 0 | 351 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
509,284
Holdings
242
QoQ value change ($000)
54,463
(12.0%)
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.