Aries Wealth Management
SEC Form 13F institutional filer · CIK 0001729515
13F-HR · 134 reported holdings · 2026-03-31
Reported long-US-equity value
$0.28B
Top-10 concentration
43.5%
Aries Wealth Management — $276M AUM allocation strategy
Aries Wealth Management files SEC Form 13F and reports $276M of long US equity value across 134 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 12.7%, followed by Communication Services 5.7% and Consumer Discretionary 5.1%.
The top 10 holdings account for 44% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Aries Wealth Management — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$276M
total across 134 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
44% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XLE +17.4K sh · +$1.25M+$VB +7.49K sh · +$2.19M+$IVZ +6.53K sh · +$482K
Biggest trims (shares)
−$XOM −3.17K sh · +$1.67M−$ORCL −3.12K sh · −$792K−$PG −1.48K sh · −$189K
Exited to nil (held last quarter, gone now)
$ADBE ($622K last qtr)$CTSH ($265K last qtr)$QCOM ($258K last qtr)$INTU ($257K last qtr)$UNH ($257K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals7.9%—
- Interactive Media & Services5.7%—
- Systems Software4.8%—
- Construction Machinery & Heavy Transportation Equipment4.5%—
- Consumer Staples Merchandise Retail3.9%—
- Pharmaceuticals3.6%—
- Broadline Retail3.3%—
- Integrated Oil & Gas2.6%—
- Other holdings63.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 86.3K | $21.9M | -939 | 7.9% |
| $MSFT | Microsoft Corporation | 35.8K | $13.3M | +175 | 4.8% |
| $CAT | Caterpillar Inc | 17.6K | $12.5M | -163 | 4.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 32.7K | $9.42M | -100 | 3.4% |
| $AMZN | Amazon.com Inc | 43.6K | $9.08M | +685 | 3.3% |
| $XOM | ExxonMobil Holdings Corporation | 41.5K | $7.04M | -3.17K | 2.5% |
| $WMT | Walmart Inc | 54.4K | $6.76M | -121 | 2.4% |
…and 127 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.