Portfolio (Quarterly) Guide ↗

Aries Wealth Management

· CIK 0001729515

13F Portfolio $509M AUM 242 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 13 New 46 Added 45 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HON	HONEYWELL INTL INC	Industrials	3,072	$694K	0.15%	SOLD
2	CCI	CROWN CASTLE INC	Real Estate	2,829	$230K	0.05%	SOLD
3	—	CENCORA INC	—	700	$220K	0.05%	SOLD
4	SLB	SLB LIMITED	Energy	4,249	$218K	0.05%	SOLD
5	RDW	REDWIRE CORPORATION	Industrials	10,000	$85K	0.02%	SOLD

Sector Allocation

Technology 23.0%

Financial Services 21.6%

Industrials 14.9%

Healthcare 11.4%

Consumer Cyclical 8.5%

Communication Services 7.4%

Consumer Defensive 7.1%

Energy 3.3%

Utilities 1.5%

Basic Materials 1.3%