Aries Wealth Management
- SEC CIK
- 0001729515
- Latest filing
- Jul 24, 2026
The latest 13F from Aries Wealth Management covers Q2 2026 (filed Jul 24, 2026): 242 long positions worth $509.3M. The top 10 holdings make up 36.3% of the portfolio, and the largest is Apple Inc. (AAPL) at 4.9%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 13
- Est. +$3.43M
- Added
- 44
- Est. +$13.5M
- Reduced
- 70
- Est. −$3.61M
- Sold out
- 5
- Est. −$1.45M
Top 5 holdings
Share of this quarter's portfolio value
Biggest buys
New and added positions, by estimated amount bought
- iShares Tr46436E718+$5.16MAdded
- iShares MSCI Eafe ETF464287465+$1.33MAdded
- Vanguard Morningstar Value ETF922908744+$696.7KAdded
- Vanguard Morningstar Growth ETF922908736+$665.2KAddedConverted for a 6-for-1 split
- GDLCGrayscale CoinDesk Crypto 5 ETF
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- iShares Tr46436E718+0.80 pp2.0% → 2.8%
- Vanguard Morningstar Growth ETF922908736+0.36 pp4.1% → 4.4%
- iShares Tr464287234+0.25 pp2.5% → 2.7%
- Vanguard Morningstar Small-Cap ETF922908751+0.19 pp3.8% → 4.0%
- SPYSPDR S&P 500 ETF Trust
Biggest sells
Reduced and sold-out positions, by estimated amount sold
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $509.3M
- +$54.5M (+12.0%) vs. prior quarter
- Positions
- 242
- +8 vs. prior quarter
- Top 10 concentration
- 36.3%
- Top 10 as share of value
- Turnover
- 1.0%
- Q2 2026, one quarter
- Average holding period
- 16.4 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.
13F filings by quarter
22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $509.3M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 24, 2026 | 242 | $509.3M | AAPLVanguard Morningstar Growth ETFiShares MSCI Eafe ETF | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 234 | $454.8M | AAPLiShares MSCI Eafe ETFVanguard Morningstar Growth ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 30, 2026 | 233 | $451.6M | AAPLVanguard Morningstar Growth ETFMSFT | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 10, 2025 | 231 | $422.6M | AAPLMSFTVanguard Morningstar Growth ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 28, 2025 | 217 | $382.7M | AAPLMSFTVanguard Morningstar Growth ETF | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 17, 2025 | 226 | $368.3M | AAPLVanguard Morningstar Growth ETFMSFT | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 30, 2025 | 223 | $363.2M | AAPLVanguard Morningstar Growth ETFMSFT | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 31, 2024 | 231 | $363.8M | AAPLMSFTVanguard Morningstar Growth ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 25, 2024 | 206 | $317.4M | AAPLMSFTVanguard Morningstar Growth ETF | vs. Q1 2024 | SEC |
| Q1 2024 | May 3, 2024 | 210 | $310.3M | AAPLMSFTVanguard Morningstar Growth ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 10, 2024 | 201 | $280.4M | AAPLMSFTVanguard Morningstar Small-Cap ETF | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 19, 2023 | 200 | $255.5M | AAPLMSFTVanguard Morningstar Small-Cap ETF | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 14, 2023 | 202 | $257.9M | AAPLMSFTVanguard Morningstar Small-Cap ETF | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 11, 2023 | 194 | $243.9M | AAPLMSFTVanguard Morningstar Small-Cap ETF | vs. Q4 2022 | SEC |
| Q4 2022 | Jan 19, 2023 | 190 | $232.0M | AAPLMSFTVanguard Morningstar Small-Cap ETF | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 2, 2022 | 185 | $225.9M | AAPLMSFTVanguard Morningstar Small-Cap ETF | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 27, 2022 | 176 | $220.2M | AAPLSPDR Series TrustMSFT | vs. Q1 2022 | SEC |
| Q1 2022 | Apr 25, 2022 | 73 | $231.0M | iShares TrSchwab U.S. Mid-Cap ETFiShares Tr | vs. Q4 2021 | SEC |
| Q4 2021 | Jun 6, 2022Amended | 190 | $262.4M | AAPLSPDR Series TrustMSFT | vs. Q3 2021 | SEC |
| Q3 2021 | Oct 13, 2021 | 179 | $236.4M | AAPLSPDR Series TrustMSFT | vs. Q2 2021 | SEC |
| Q2 2021 | Jul 14, 2021 | 183 | $233.8M | SPDR Series TrustAAPLMSFT | vs. Q1 2021 | SEC |
| Q1 2021 | Apr 20, 2021 | 175 | $222.6M | SPDR Series TrustAAPLMSFT | – | SEC |