Aries Wealth Management Top Holdings and 13F Report (2026) About Aries Wealth ManagementInvestment ActivityAries Wealth Management has $454.82 million in total holdings as of March 31, 2026.Aries Wealth Management owns shares of 234 different stocks, but just 71 companies or ETFs make up 80% of its holdings.Approximately 4.91% of the portfolio was purchased this quarter.About 2.34% of the portfolio was sold this quarter.This quarter, Aries Wealth Management has purchased 233 new stocks and bought additional shares in 47 stocks.Aries Wealth Management sold shares of 62 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $21,914,259iShares MSCI EAFE ETF $19,101,877Vanguard Growth ETF $18,422,492Vanguard Small-Cap ETF $17,162,046SPDR S&P 500 ETF Trust $16,849,659 Largest New Holdings this Quarter G0593M107 - AstraZeneca $899,520 Holding81762P102 - ServiceNow $829,709 Holding69370C100 - PTC $626,244 Holding46138G706 - Invesco Solar ETF $381,614 Holding871607107 - Synopsys $296,567 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 24,250 shares (about $2.44M)Vanguard Small-Cap ETF 7,489 shares (about $1.96M)iShares MSCI EAFE ETF 19,999 shares (about $1.94M)iShares MSCI Emerging Markets ETF 21,405 shares (about $1.22M)Energy Select Sector SPDR Fund 17,370 shares (about $1.06M) Largest Sales this Quarter Agnico Eagle Mines 4,537 shares (about $920.92K)VanEck Gold Miners ETF 9,955 shares (about $913.57K)ExxonMobil 3,165 shares (about $536.97K)Oracle 3,122 shares (about $459.28K)ROCKET LAB CORP 6,342 shares (about $407.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAries Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$21,914,259$238,309 â–¼-1.1%86,3484.8%Computer and TechnologyEFAiShares MSCI EAFE ETF$19,101,877$1,942,503 â–²11.3%196,6634.2%FinanceVUGVanguard Growth ETF$18,422,492$736,428 â–²4.2%42,1774.1%ETFVBVanguard Small-Cap ETF$17,162,046$1,961,519 â–²12.9%65,5243.8%ETFSPYSPDR S&P 500 ETF Trust$16,849,659$531,328 â–²3.3%25,9093.7%FinanceVOVanguard Mid-Cap ETF$13,742,712$964,350 â–²7.5%47,8543.0%ETFMSFTMicrosoft$13,262,137$64,780 â–²0.5%35,8272.9%Computer and TechnologyCATCaterpillar$12,461,811$115,479 â–¼-0.9%17,5902.7%IndustrialsEEMiShares MSCI Emerging Markets ETF$11,223,692$1,215,590 â–²12.1%197,6352.5%FinanceGOOGLAlphabet$9,415,865$28,756 â–¼-0.3%32,7442.1%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$9,129,862$2,441,005 â–²36.5%90,7002.0%ETFAMZNAmazon.com$9,082,030$142,665 â–²1.6%43,6072.0%Retail/WholesaleVTVVanguard Value ETF$8,662,426$869,166 â–²11.2%44,1511.9%ETFSDYSPDR S&P Dividend ETF$7,255,407$153,967 â–¼-2.1%49,7151.6%ETFXOMExxonMobil$7,042,926$536,974 â–¼-7.1%41,5121.5%EnergyWALMART INC$6,755,737$15,038 â–¼-0.2%54,3591.5%COMVTIVanguard Total Stock Market ETF$6,446,998$435,018 â–²7.2%20,0961.4%ETFMETAMeta Platforms$6,276,266$271,190 â–²4.5%10,9701.4%Computer and TechnologyJNJJohnson & Johnson$6,229,798$14,666 â–¼-0.2%25,4861.4%MedicalGLDSPDR Gold Shares$6,048,587$189,758 â–¼-3.0%14,0571.3%FinancePXHInvesco RAFI Emerging Markets ETF$5,800,827$303,545 â–²5.5%215,5641.3%ETFIWViShares Russell 3000 ETF$5,669,1800.0%15,2941.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$5,215,369$511,356 â–²10.9%63,1631.1%ManufacturingJPMJPMorgan Chase & Co.$5,117,5020.0%17,3971.1%FinanceHDHome Depot$4,916,088$18,088 â–¼-0.4%14,9481.1%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$4,542,061$54,858 â–¼-1.2%23,6801.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,271,396$159,693 â–¼-3.6%48,6270.9%ManufacturingCOSTCostco Wholesale$4,010,631$106,618 â–²2.7%4,0250.9%Retail/WholesaleVVisa$3,974,758$10,578 â–²0.3%13,1510.9%Business ServicesVCITVanguard Intermediate-Term Corporate Bond ETF$3,906,379$17,129 â–¼-0.4%47,2070.9%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$3,883,974$92,771 â–²2.4%126,1850.9%ETFLLYEli Lilly and Company$3,752,6620.0%4,0800.8%MedicalGDXVanEck Gold Miners ETF$3,433,024$913,570 â–¼-21.0%37,4090.8%ETFMRKMerck & Co., Inc.$3,071,244$38,132 â–¼-1.2%25,5320.7%MedicalACWIiShares MSCI ACWI ETF$3,054,794$74,305 â–²2.5%22,0770.7%ManufacturingPGProcter & Gamble$2,945,132$214,060 â–¼-6.8%20,3900.6%Consumer StaplesWMWaste Management$2,837,677$8,272 â–¼-0.3%12,3490.6%Business ServicesIBMInternational Business Machines$2,772,214$19,391 â–¼-0.7%11,4370.6%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$2,717,189$72,894 â–¼-2.6%29,2990.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,685,948$78,721 â–²3.0%27,0570.6%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,665,423$42,994 â–²1.6%50,7120.6%ManufacturingABBVAbbVie$2,659,903$108,745 â–¼-3.9%12,2300.6%MedicalCBChubb$2,419,0520.0%7,4220.5%FinanceVWOVanguard FTSE Emerging Markets ETF$2,408,252$108,100 â–²4.7%44,5560.5%ETFTMOThermo Fisher Scientific$2,406,531$13,763 â–¼-0.6%4,8960.5%MedicalTJXTJX Companies$2,307,6650.0%14,4500.5%Retail/WholesalePEPPepsiCo$2,250,773$137,432 â–¼-5.8%14,4940.5%Consumer StaplesVOOVanguard S&P 500 ETF$2,215,1180.0%3,7070.5%ETFRTXRTX$2,046,090$5,015 â–¼-0.2%10,6070.4%AerospaceQQQInvesco QQQ$2,035,1370.0%3,5260.4%FinanceCVXChevron$1,988,1020.0%9,6090.4%EnergyVEAVanguard FTSE Developed Markets ETF$1,986,4800.0%31,0000.4%ETFGRAYSCALE BITCOIN MINI TR ET$1,910,423$397,098 â–²26.2%63,7020.4%SHS NEWABTAbbott Laboratories$1,879,477$41,068 â–²2.2%18,3060.4%MedicalGRAYSCALE ETHEREUM STAKING$1,872,838$562,137 â–²42.9%94,3020.4%SHS NEWGEGE Aerospace$1,846,208$148,128 â–¼-7.4%6,5060.4%AerospaceMCDMcDonald's$1,803,8250.0%5,8040.4%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$1,798,398$39,635 â–¼-2.2%22,6870.4%ETFIDXXIDEXX Laboratories$1,791,867$6,743 â–²0.4%3,1890.4%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,788,310$211,588 â–²13.4%35,8020.4%ManufacturingXLEEnergy Select Sector SPDR Fund$1,761,102$1,064,086 â–²152.7%28,7480.4%ETFJPSTJPMorgan Ultra-Short Income ETF$1,751,865$86,037 â–²5.2%34,6150.4%ETFGE VERNOVA INC$1,613,992$114,350 â–¼-6.6%1,8490.4%COMJMSTJPMorgan Ultra-Short Municipal ETF$1,604,341$601,564 â–²60.0%31,4700.4%ETFPXFInvesco RAFI Developed Markets ex-U.S. ETF$1,602,947$33,133 â–¼-2.0%22,9320.4%ETFITWIllinois Tool Works$1,587,2480.0%6,0980.3%IndustrialsBRK.BBerkshire Hathaway$1,543,024$60,858 â–¼-3.8%3,2200.3%FinanceADPAutomatic Data Processing$1,541,5270.0%7,5870.3%Computer and TechnologyBLACKROCK INC$1,522,3870.0%1,5830.3%COMVEUVanguard FTSE All-World ex-US ETF$1,467,980$4,656 â–¼-0.3%19,5470.3%ETFVIGVanguard Dividend Appreciation ETF$1,448,4290.0%6,7350.3%ETFNVDANVIDIA$1,445,078$87,200 â–¼-5.7%8,2860.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,415,7990.0%15,6390.3%ETFGOOGAlphabet$1,399,0160.0%4,8770.3%Computer and TechnologyBSVVanguard Short-Term Bond ETF$1,335,009$10,193 â–¼-0.8%17,0260.3%ETFNEENextEra Energy$1,310,908$929 â–¼-0.1%14,1140.3%UtilitiesAVGOBroadcom$1,269,610$76,139 â–¼-5.7%4,1020.3%Computer and TechnologyTXNTexas Instruments$1,259,5800.0%6,4880.3%Computer and TechnologyUNPUnion Pacific$1,232,5100.0%5,0800.3%TransportationKLACKLA$1,213,266$25,031 â–¼-2.0%8240.3%Computer and TechnologyCSCOCisco Systems$1,207,2230.0%15,5590.3%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,181,843$28,788 â–²2.5%6,1580.3%ETFCLColgate-Palmolive$1,165,520$32,984 â–¼-2.8%13,6750.3%Consumer StaplesCTASimplify Managed Futures Strategy ETF$1,163,651$54,396 â–¼-4.5%38,5060.3%ETFLINDE PLC$1,157,1040.0%2,3340.3%SHSFIDELITY WISE ORIGIN BITCOIN$1,130,306$220,536 â–²24.2%19,1480.2%SHSAEMAgnico Eagle Mines$1,124,509$920,920 â–¼-45.0%5,5400.2%Basic MaterialsINDBIndependent Bank$1,118,5230.0%14,8720.2%FinanceUBERUber Technologies$1,073,987$105,737 â–²10.9%14,9310.2%Computer and TechnologyMUBiShares National Muni Bond ETF$1,069,9920.0%10,0800.2%ETFLOWLowe's Companies$1,059,4800.0%4,4840.2%Retail/WholesaleROCKET LAB CORP$1,058,089$407,283 â–¼-27.8%16,4760.2%COMACWXiShares MSCI ACWI ex U.S. ETF$1,056,903$283,055 â–²36.6%15,4360.2%ManufacturingMCKMcKesson$1,045,3550.0%1,2080.2%MedicalVGKVanguard FTSE Europe ETF$1,030,3750.0%12,5000.2%ETFACNAccenture$1,025,754$20,820 â–¼-2.0%5,1730.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,008,7110.0%7,5900.2%ETFMAMastercard$968,8410.0%1,9390.2%Business ServicesKODKodiak Sciences$953,0000.0%25,0000.2%MedicalKOCocaCola$925,452$1,597 â–¼-0.2%12,1690.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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