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Jason Viola

Aries Wealth Management

Assets Managed
$454.821M
Holdings
234
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
0.71%(2Q avg: 3.79%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Aries Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 234 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 454.821M in assets, with a quarterly growth rate of 0.71% and a 2-quarter average growth rate of 3.79%. The portfolio is managed by Jason Viola, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.07%
4.82%
$21.914M
86,348 shares@ $253.8 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 11.33%
4.2%
$19.102M
196,663 shares@ $97.13 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 4.17%
4.06%
$18.422M
42,177 shares@ $436.8 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 12.91%
3.78%
$17.162M
65,524 shares@ $261.92 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 3.26%
3.71%
$16.85M
25,909 shares@ $650.34 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 7.55%
3.03%
$13.743M
47,854 shares@ $287.19 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.5%
2.92%
$13.262M
35,827 shares@ $370.18 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -0.91%
2.74%
$12.462M
17,590 shares@ $708.46 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Increased 12.15%
2.47%
$11.224M
197,635 shares@ $56.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.3%
2.08%
$9.416M
32,744 shares@ $287.57 avg price

1-10 of 234