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Aries Wealth Management
hedge fundUpdated 13 days agoManaged by Aries Wealth Management • Latest filing Q3 2026
Portfolio value
$519.3M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
22.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $422.6M |
| Q4 2025 | $451.6M |
| Q1 2026 | $454.8M |
| Q2 2026 | $509.3M |
| Q3 2026 | $519.3M |
Top holdings
245 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $28.3M | 85.1K | 5.46% | Trimmed(-1.4%) | |
| 2 | $23.7M | 262.9K | 4.56% | Added(+0.8%) | |
| 3 | $22.5M | 216.2K | 4.33% | Added(+3.3%) | |
| 4 | $20.5M | 26.9K | 3.95% | Added(+1.4%) | |
| 5 | $19.2M | 67.4K | 3.69% | Added(+1.2%) | |
| 6 | $18.3M | 35.6K | 3.52% | Added(+0.1%) | |
| 7 | $15.3M | 195.3K | 2.95% | Added(+0.1%) | |
| 8 | $14.2M | 140.7K | 2.73% | Trimmed(-0.9%) | |
| 9 | $14M | 208.9K | 2.69% | Added(+3.2%) | |
| 10 | $13.4M | 16.6K | 2.59% | Trimmed(-5.5%) | |
| 11 | $11.3M | 32.9K | 2.18% | Added(+0.4%) | |
| 12 | $10.9M | 43.8K | 2.10% | Added(+0.8%) | |
| 13 | $10.6M | 48.8K | 2.03% | Added(+3.1%) | |
| 14 | $7.9M | 10.9K | 1.52% | Trimmed(-0.5%) | |
| 15 | $7.5M | 20.1K | 1.45% | Added(+0.1%) | |
| 16 | $6.7M | 46.1K | 1.30% | Trimmed(-5.0%) | |
| 17 | $6.7M | 25.4K | 1.29% | Trimmed(-0.2%) | |
| 18 | $6.6M | 15.3K | 1.27% | Unchanged | |
| 19 | $6.4M | 39.6K | 1.24% | — | |
| 20 | ? N/A INVESCO EXCH TRADED FD TR II | $6.1M | 209.9K | 1.17% | Trimmed(-2.6%) |