1y return+17.3%S&P 500 +20.9%
3y return+49.8%S&P 500 +68.5%
5y return+51.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $211 against $280 in the S&P 500.2
Aries Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $25.0M | 4.9% | |
| VUGVanguard Index Fds | $22.5M | 4.4% | +3.1% |
| EFAIshares Tr | $21.8M | 4.3% | +6.5% |
| VBVanguard Index Fds | $20.2M | 4.0% | +1.7% |
| SPYState Str Spdr S&p 500 Etf T | $19.8M | 3.9% | +2.3% |
| CATCaterpillar Inc | $18.7M | 3.7% | |
| VOVanguard Index Fds | $15.7M | 3.1% | +1.9% |
| SGOVIshares Tr | $14.3M | 2.8% | +56.5% |
| EEMIshares Tr | $13.9M | 2.7% | +2.5% |
| MSFTMicrosoft Corp | $13.3M | 2.6% | |
| GOOGLAlphabet Inc | $11.7M | 2.3% | |
| AMZNAmazon Com Inc | $10.4M | 2.0% | |
| VTVVanguard Index Fds | $10.3M | 2.0% | +7.2% |
| VTIVanguard Index Fds | $7.4M | 1.5% | |
| SDYSpdr Series Trust | $7.4M | 1.4% | −2.4% |
| IWVIshares Tr | $6.5M | 1.3% | |
| JNJJohnson & Johnson | $6.5M | 1.3% | |
| METAMeta Platforms Inc | $6.2M | 1.2% | |
| WMTWalmart Inc | $6.2M | 1.2% | |
| PXHInvesco Exch Traded Fd Tr II | $6.0M | 1.2% | |
| JPMJpmorgan Chase & Co | $5.7M | 1.1% | |
| Exxon Mobil CorpCUSIP 30231G102 | $5.7M | 1.1% | |
| SHYIshares Tr | $5.5M | 1.1% | +6.3% |
| HDHome Depot Inc | $5.2M | 1.0% | |
| GLDSpdr Gold Tr | $5.2M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | June 30, 2022 | +495.7% | $18.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $11.7M |
| LLYEli Lilly & Co | June 30, 2022 | +270.0% | $5.0M |
| METAMeta Platforms Inc | June 30, 2022 | +249.3% | $6.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $25.0M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $2.8M |
| JPMJpmorgan Chase & Co | June 30, 2022 | +190.7% | $5.7M |
| WMTWalmart Inc | June 30, 2022 | +179.5% | $6.2M |
| GDXVaneck Etf Trust | June 30, 2022 | +175.6% | $2.9M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $19.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $694K
- CCICrown Castle Inc was $230K
- CORCencora Inc was $220K
- SLBSlb Limited was $218K
- RDWRedwire Corporation was $85K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.8% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +7.6% | +7.8% |
| June 30, 2025 | +6.8% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +7.0% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +9.0% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +5.3% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +8.6% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −13.0% | −16.5% |
| March 31, 2022 | −4.7% | −4.9% |
| December 31, 2021 | +8.9% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Aries Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1729515&type=13F-HR&dateb=&owner=include&count=40CIK 1729515
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1729515/000117266126002775/Filed July 24, 2026 · accession 0001172661-26-002775