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Jason Viola

Aries Wealth Management

Assets Managed
$509.284M
Holdings
242
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
11.98%(2Q avg: 6.34%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Aries Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 242 positions.

Assets under management

The assets under management (AUM) of Aries Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 509.284M in assets, with a quarterly growth rate of 11.98% and a 2-quarter average growth rate of 6.34%. The portfolio is managed by Jason Viola, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.01%
4.91%
$24.982M
86,337 shares@ $289.36 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 518.31%
4.42%
$22.464M
260,784 shares@ $86.15 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 6.5%
4.28%
$21.756M
209,435 shares@ $103.89 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 1.7%
3.97%
$20.199M
66,637 shares@ $303.12 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.29%
3.89%
$19.79M
26,501 shares@ $746.78 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -0.36%
3.67%
$18.662M
17,525 shares@ $1064.91 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 307.54%
3.09%
$15.713M
195,021 shares@ $80.58 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 56.52%
2.81%
$14.291M
141,955 shares@ $100.68 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Increased 2.46%
2.73%
$13.853M
202,496 shares@ $68.41 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.76%
2.61%
$13.262M
35,553 shares@ $373.03 avg price

1-10 of 242