Aries Wealth Management

**Aries Wealth Management** is a $\$452\text{M}$ actively managed fund maintaining a diversified portfolio of 233 positions. The strategy exhibits significant concentration in mega-cap technology and broad market exposure, evidenced by top holdings including AAPL at $\$23.7\text{M}$ and VUG at $\$19.8\text{M}$. Further allocations are notable in MSFT ($\$17.2\text{M}$), SPY ($\$17.1\text{M}$), and EFA ($\$17.0\text{M}$). This structure suggests a core conviction in established growth leaders alongside broad index exposure.

📌 Top Holdings