Aries Wealth Management: 13F holdings
CIK 17295152026Q2
| Positions | 242 |
|---|
| Reported value | $509.3m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 242 (+8 vs prior quarter) |
|---|
| Reported value | $509.3m (+12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 86,337 | $25.0m | 4.9% |
| VUG VANGUARD INDEX FDS | 260,784 | $22.5m | 4.4% |
| EFA ISHARES TR | 209,435 | $21.8m | 4.3% |
| VB VANGUARD INDEX FDS | 66,637 | $20.2m | 4.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 26,501 | $19.8m | 3.9% |
| CAT CATERPILLAR INC | 17,525 | $18.7m | 3.7% |
| VO VANGUARD INDEX FDS | 195,021 | $15.7m | 3.1% |
| SGOV ISHARES TR | 141,955 | $14.3m | 2.8% |
| EEM ISHARES TR | 202,496 | $13.9m | 2.7% |
| MSFT MICROSOFT CORP | 35,553 | $13.3m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1729515")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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