Aries Wealth Management
All 13F Filings
- Location
- Portland, ME
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 454,821
- 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 |
|---|---|---|---|---|---|
| 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 | 230.2 K | 50.6% | 0 | 110.3 K | -110.3 K |
| ETFs | 222.4 K | 48.9% | 113.2 K | 0 | 113.2 K |
| Debt | 1.335 K | 0.3% | 0 | 17 | -17 |
| Other | 865 | 0.2% | 262 | 0 | 262 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
454,821
Holdings
234
QoQ value change ($000)
3,180
(0.7%)
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.