Aries Wealth Management Top Holdings and 13F Report (2026) About Aries Wealth ManagementInvestment ActivityAries Wealth Management has $509.28 million in total holdings as of June 30, 2026.Aries Wealth Management owns shares of 242 different stocks, but just 70 companies or ETFs make up 80% of its holdings.Approximately 9.74% of the portfolio was purchased this quarter.About 0.99% of the portfolio was sold this quarter.This quarter, Aries Wealth Management has purchased 234 new stocks and bought additional shares in 47 stocks.Aries Wealth Management sold shares of 70 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $24,982,474Vanguard Growth ETF $22,463,934iShares MSCI EAFE ETF $21,756,108Vanguard Small-Cap ETF $20,199,007SPDR S&P 500 ETF Trust $19,790,152 Largest New Holdings this Quarter 697435105 - Palo Alto Networks $477,428 Holding22788C105 - CrowdStrike $381,570 Holding438516205 - HONEYWELL INTL INC $343,239 Holding43849R105 - HONEYWELL AEROSPACE INC $338,916 Holding747525103 - Qualcomm $279,218 Holding Largest Purchases this Quarter Vanguard Growth ETF 218,607 shares (about $18.83M)Vanguard Mid-Cap ETF 147,167 shares (about $11.86M)iShares 0-3 Month Treasury Bond ETF 51,255 shares (about $5.16M)KLA 7,416 shares (about $2.24M)iShares MSCI EAFE ETF 12,772 shares (about $1.33M) Largest Sales this Quarter TTM Technologies 2,000 shares (about $374.04K)ROCKET LAB CORP 3,400 shares (about $345.61K)Cigna Group 1,050 shares (about $289.46K)JPMorgan Ultra-Short Municipal ETF 4,115 shares (about $209.87K)GE Aerospace 522 shares (about $195.09K) 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$24,982,474$3,183 â–¼0.0%86,3374.9%TechnologyVUGVanguard Growth ETF$22,463,934$18,830,807 â–²518.3%260,7844.4%ETFEFAiShares MSCI EAFE ETF$21,756,108$1,326,755 â–²6.5%209,4354.3%ETFVBVanguard Small-Cap ETF$20,199,007$337,373 â–²1.7%66,6374.0%ETFSPYSPDR S&P 500 ETF Trust$19,790,152$442,088 â–²2.3%26,5013.9%ETFCATCaterpillar$18,662,373$69,219 â–¼-0.4%17,5253.7%IndustrialsVOVanguard Mid-Cap ETF$15,712,842$11,857,245 â–²307.5%195,0213.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$14,290,610$5,159,841 â–²56.5%141,9552.8%ETFEEMiShares MSCI Emerging Markets ETF$13,852,751$332,541 â–²2.5%202,4962.7%ETFMSFTMicrosoft$13,262,037$102,208 â–¼-0.8%35,5532.6%TechnologyGOOGLAlphabet$11,700,651$1,072 â–¼0.0%32,7412.3%Communication ServicesAMZNAmazon.com$10,350,391$42,901 â–¼-0.4%43,4272.0%Consumer DiscretionaryVTVVanguard Value ETF$10,318,550$696,722 â–²7.2%47,3482.0%ETFVTIVanguard Total Stock Market ETF$7,414,491$21,832 â–¼-0.3%20,0371.5%ETFSDYSPDR S&P Dividend ETF$7,383,013$182,616 â–¼-2.4%48,5151.4%ETFIWViShares Russell 3000 ETF$6,521,3620.0%15,2941.3%ETFJNJJohnson & Johnson$6,459,981$12,699 â–¼-0.2%25,4361.3%HealthcareMETAMeta Platforms$6,173,658$5,633 â–¼-0.1%10,9601.2%Communication ServicesWALMART INC$6,155,001$1,699 â–¼0.0%54,3441.2%COMPXHInvesco RAFI Emerging Markets ETF$6,009,9240.0%215,5641.2%ETFJPMJPMorgan Chase & Co.$5,686,377$8,183 â–¼-0.1%17,3721.1%FinanceXOMExxonMobil$5,661,849$13,672 â–¼-0.2%41,4121.1%EnergySHYiShares 1-3 Year Treasury Bond ETF$5,513,276$326,962 â–²6.3%67,1451.1%ETFHDHome Depot$5,226,547$45,142 â–¼-0.9%14,8201.0%Consumer DiscretionaryGLDSPDR Gold Shares$5,205,209$26,892 â–²0.5%14,1301.0%ETFQUALiShares MSCI USA Quality Factor ETF$5,175,037$21,065 â–¼-0.4%23,5841.0%ETFLLYEli Lilly and Company$4,956,045$62,370 â–²1.3%4,1321.0%HealthcareDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,605,155$44,559 â–¼-1.0%48,1610.9%ETFVVisa$4,467,375$44,602 â–¼-1.0%13,0210.9%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$4,384,583$482,924 â–²12.4%53,0500.9%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$3,812,611$80,210 â–¼-2.1%123,5850.7%ETFCOSTCostco Wholesale$3,765,2670.0%4,0250.7%Consumer StaplesACWIiShares MSCI ACWI ETF$3,501,216$35,789 â–²1.0%22,3050.7%ETFMRKMerck & Co., Inc.$3,278,549$2,313 â–¼-0.1%25,5140.6%HealthcareIBMInternational Business Machines$3,244,320$28,121 â–²0.9%11,5370.6%TechnologyAGGiShares Core U.S. Aggregate Bond ETF$3,073,230$395,128 â–²14.8%31,0490.6%ETFABBVAbbVie$2,951,737$125,820 â–¼-4.1%11,7300.6%HealthcarePGProcter & Gamble$2,945,704$44,285 â–¼-1.5%20,0880.6%Consumer StaplesGDXVanEck Gold Miners ETF$2,913,049$90,540 â–²3.2%38,6090.6%ETFQQQInvesco QQQ$2,826,303$229,757 â–²8.8%3,8380.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,785,765$40,417 â–¼-1.4%28,8800.5%ETFWMWaste Management$2,752,3450.0%12,3490.5%IndustrialsVOOVanguard S&P 500 ETF$2,732,130$186,125 â–²7.3%3,9780.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,582,188$75,628 â–¼-2.8%49,2690.5%ETFVWOVanguard FTSE Emerging Markets ETF$2,561,059$98,488 â–¼-3.7%42,9060.5%ETFCBChubb$2,520,795$8,178 â–¼-0.3%7,3980.5%FinanceKLACKLA$2,486,090$2,237,481 â–²900.0%8,2400.5%TechnologyTMOThermo Fisher Scientific$2,380,457$74,201 â–¼-3.0%4,7480.5%HealthcareGEGE Aerospace$2,236,400$195,087 â–¼-8.0%5,9840.4%IndustrialsVEAVanguard FTSE Developed Markets ETF$2,208,7500.0%31,0000.4%ETFTJXTJX Companies$2,189,1750.0%14,4500.4%Consumer DiscretionaryGE VERNOVA INC$2,172,3160.0%1,8490.4%COMRTXRTX$2,010,189$2,277 â–¼-0.1%10,5950.4%IndustrialsJPSTJPMorgan Ultra-Short Income ETF$1,978,046$227,565 â–²13.0%39,1150.4%ETFTXNTexas Instruments$1,932,090$1,788 â–¼-0.1%6,4820.4%TechnologyPEPPepsiCo$1,918,076$44,411 â–¼-2.3%14,1660.4%Consumer StaplesVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,862,980$64,646 â–²3.6%37,0890.4%ETFCSCOCisco Systems$1,827,5600.0%15,5590.4%TechnologyGOOGAlphabet$1,723,1900.0%4,8770.3%Communication ServicesVCSHVanguard Short-Term Corporate Bond ETF$1,713,924$79,030 â–¼-4.4%21,6870.3%ETFPXFInvesco RAFI Developed Markets ex-U.S. ETF$1,687,982$46,594 â–¼-2.7%22,3160.3%ETFGRAYSCALE BITCOIN MINI TR ET$1,674,865$21,798 â–²1.3%64,5420.3%SHS NEWIDXXIDEXX Laboratories$1,666,183$12,635 â–¼-0.8%3,1650.3%HealthcareABTAbbott Laboratories$1,658,818$2,269 â–¼-0.1%18,2810.3%HealthcareNVDANVIDIA$1,657,9460.0%8,2860.3%TechnologyBSVVanguard Short-Term Bond ETF$1,649,199$322,703 â–²24.3%21,1680.3%ETFITWIllinois Tool Works$1,643,376$5,950 â–¼-0.4%6,0760.3%IndustrialsVEUVanguard FTSE All-World ex-US ETF$1,637,0610.0%19,5470.3%ETFCVXChevron$1,592,456$332 â–¼0.0%9,6070.3%EnergyBRK.BBerkshire Hathaway$1,592,241$19,015 â–¼-1.2%3,1820.3%FinanceADPAutomatic Data Processing$1,580,415$118,693 â–¼-7.0%7,0570.3%IndustrialsVIGVanguard Dividend Appreciation ETF$1,580,385$13,251 â–¼-0.8%6,6790.3%ETFMCDMcDonald's$1,568,339$541 â–¼0.0%5,8020.3%Consumer DiscretionaryINTCIntel$1,554,2220.0%11,1310.3%TechnologyAVGOBroadcom$1,549,5310.0%4,1020.3%TechnologyBLACKROCK INC$1,522,1490.0%1,5830.3%COMIEFAiShares Core MSCI EAFE ETF$1,510,4150.0%15,6390.3%ETFGRAYSCALE ETHEREUM STAKING$1,508,967$91,608 â–²6.5%100,3970.3%SHS NEWXLEEnergy Select Sector SPDR Fund$1,494,940$31,866 â–¼-2.1%28,1480.3%ETFXLKTechnology Select Sector SPDR Fund$1,437,664$8,383 â–¼-0.6%7,5460.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,395,105$209,865 â–¼-13.1%27,3550.3%ETFUNPUnion Pacific$1,368,160$13,600 â–¼-1.0%5,0300.3%IndustrialsROCKET LAB CORP$1,329,175$345,610 â–¼-20.6%13,0760.3%COMRSPInvesco S&P 500 Equal Weight ETF$1,267,684$42,554 â–¼-3.2%5,9580.2%ETFCLColgate-Palmolive$1,252,257$1,467 â–¼-0.1%13,6590.2%Consumer StaplesINDBIndependent Bank$1,245,0840.0%14,8720.2%FinanceNEENextEra Energy$1,238,7860.0%14,1140.2%UtilitiesGDLCGrayscale Digital Large Cap Fund$1,216,051$483,861 â–²66.1%46,0800.2%LINDE PLC$1,210,687$519 â–¼0.0%2,3330.2%SHSACWXiShares MSCI ACWI ex U.S. ETF$1,174,8340.0%15,4360.2%ETFUBERUber Technologies$1,171,229$93,808 â–²8.7%16,2310.2%IndustrialsVGKVanguard FTSE Europe ETF$1,106,7500.0%12,5000.2%ETFVXFVanguard Extended Market ETF$1,100,805$25,113 â–²2.3%4,4710.2%ETFLAM RESEARCH CORP$1,087,6580.0%2,5100.2%COM NEWMUBiShares National Muni Bond ETF$1,084,8100.0%10,0800.2%ETFCTASimplify Managed Futures Strategy ETF$1,033,865$35,019 â–²3.5%39,8560.2%ETFIVViShares Core S&P 500 ETF$1,031,222$288,323 â–²38.8%1,3770.2%ETFMAMastercard$995,8700.0%1,9390.2%FinanceLOWLowe's Companies$988,6770.0%4,4840.2%Consumer DiscretionaryKOCocaCola$987,512$1,463 â–¼-0.1%12,1510.2%Consumer StaplesShowing largest 100 holdings. 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