Aries Wealth Management Top Holdings and 13F Report (2026)

About Aries Wealth Management

Investment Activity

Aries 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: $24,982,474
Vanguard Growth ETF: $22,463,934
iShares MSCI EAFE ETF: $21,756,108
Vanguard Small-Cap ETF: $20,199,007
SPDR S&P 500 ETF Trust: $19,790,152

Largest New Holdings this Quarter

697435105 - Palo Alto Networks: $477,428 Holding
22788C105 - CrowdStrike: $381,570 Holding
438516205 - HONEYWELL INTL INC: $343,239 Holding
43849R105 - HONEYWELL AEROSPACE INC: $338,916 Holding
747525103 - 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 TR: 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)
J P MORGAN EXCHANGE TRADED F: 4,115 shares (about $209.87K)
GE Aerospace: 522 shares (about $195.09K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$24,982,474	$3,183 ▼	0.0%	86,337	4.9%	Technology
VUG Vanguard Growth ETF	$22,463,934	$18,830,807 ▲	518.3%	260,784	4.4%	ETF
EFA iShares MSCI EAFE ETF	$21,756,108	$1,326,755 ▲	6.5%	209,435	4.3%	ETF
VB Vanguard Small-Cap ETF	$20,199,007	$337,373 ▲	1.7%	66,637	4.0%	ETF
SPY SPDR S&P 500 ETF Trust	$19,790,152	$442,088 ▲	2.3%	26,501	3.9%	ETF
CAT Caterpillar	$18,662,373	$69,219 ▼	-0.4%	17,525	3.7%	Industrials
VO Vanguard Mid-Cap ETF	$15,712,842	$11,857,245 ▲	307.5%	195,021	3.1%	ETF
ISHARES TR	$14,290,610	$5,159,841 ▲	56.5%	141,955	2.8%	0-3 MTH TREASURY
EEM iShares MSCI Emerging Markets ETF	$13,852,751	$332,541 ▲	2.5%	202,496	2.7%	ETF
MSFT Microsoft	$13,262,037	$102,208 ▼	-0.8%	35,553	2.6%	Technology
GOOGL Alphabet	$11,700,651	$1,072 ▼	0.0%	32,741	2.3%	Communication Services
AMZN Amazon.com	$10,350,391	$42,901 ▼	-0.4%	43,427	2.0%	Consumer Discretionary
VTV Vanguard Value ETF	$10,318,550	$696,722 ▲	7.2%	47,348	2.0%	ETF
VTI Vanguard Total Stock Market ETF	$7,414,491	$21,832 ▼	-0.3%	20,037	1.5%	ETF
SDY SPDR S&P Dividend ETF	$7,383,013	$182,616 ▼	-2.4%	48,515	1.4%	ETF
IWV iShares Russell 3000 ETF	$6,521,362		0.0%	15,294	1.3%	ETF
JNJ Johnson & Johnson	$6,459,981	$12,699 ▼	-0.2%	25,436	1.3%	Healthcare
META Meta Platforms	$6,173,658	$5,633 ▼	-0.1%	10,960	1.2%	Communication Services
WALMART INC	$6,155,001	$1,699 ▼	0.0%	54,344	1.2%	COM
PXH Invesco RAFI Emerging Markets ETF	$6,009,924		0.0%	215,564	1.2%	ETF
JPM JPMorgan Chase & Co.	$5,686,377	$8,183 ▼	-0.1%	17,372	1.1%	Finance
XOM ExxonMobil	$5,661,849	$13,672 ▼	-0.2%	41,412	1.1%	Energy
SHY iShares 1-3 Year Treasury Bond ETF	$5,513,276	$326,962 ▲	6.3%	67,145	1.1%	ETF
HD Home Depot	$5,226,547	$45,142 ▼	-0.9%	14,820	1.0%	Consumer Discretionary
GLD SPDR Gold Shares	$5,205,209	$26,892 ▲	0.5%	14,130	1.0%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$5,175,037	$21,065 ▼	-0.4%	23,584	1.0%	ETF
LLY Eli Lilly and Company	$4,956,045	$62,370 ▲	1.3%	4,132	1.0%	Healthcare
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$4,605,155	$44,559 ▼	-1.0%	48,161	0.9%	ETF
V Visa	$4,467,375	$44,602 ▼	-1.0%	13,021	0.9%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$4,384,583	$482,924 ▲	12.4%	53,050	0.9%	ETF
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF	$3,812,611	$80,210 ▼	-2.1%	123,585	0.7%	ETF
COST Costco Wholesale	$3,765,267		0.0%	4,025	0.7%	Consumer Staples
ACWI iShares MSCI ACWI ETF	$3,501,216	$35,789 ▲	1.0%	22,305	0.7%	ETF
MRK Merck & Co., Inc.	$3,278,549	$2,313 ▼	-0.1%	25,514	0.6%	Healthcare
IBM International Business Machines	$3,244,320	$28,121 ▲	0.9%	11,537	0.6%	Technology
AGG iShares Core U.S. Aggregate Bond ETF	$3,073,230	$395,128 ▲	14.8%	31,049	0.6%	ETF
ABBV AbbVie	$2,951,737	$125,820 ▼	-4.1%	11,730	0.6%	Healthcare
PG Procter & Gamble	$2,945,704	$44,285 ▼	-1.5%	20,088	0.6%	Consumer Staples
GDX VanEck Gold Miners ETF	$2,913,049	$90,540 ▲	3.2%	38,609	0.6%	ETF
QQQ Invesco QQQ	$2,826,303	$229,757 ▲	8.8%	3,838	0.6%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$2,785,765	$40,417 ▼	-1.4%	28,880	0.5%	ETF
WM Waste Management	$2,752,345		0.0%	12,349	0.5%	Industrials
VOO Vanguard S&P 500 ETF	$2,732,130	$186,125 ▲	7.3%	3,978	0.5%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$2,582,188	$75,628 ▼	-2.8%	49,269	0.5%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$2,561,059	$98,488 ▼	-3.7%	42,906	0.5%	ETF
CB Chubb	$2,520,795	$8,178 ▼	-0.3%	7,398	0.5%	Finance
KLAC KLA	$2,486,090	$2,237,481 ▲	900.0%	8,240	0.5%	Technology
TMO Thermo Fisher Scientific	$2,380,457	$74,201 ▼	-3.0%	4,748	0.5%	Healthcare
GE GE Aerospace	$2,236,400	$195,087 ▼	-8.0%	5,984	0.4%	Industrials
VEA Vanguard FTSE Developed Markets ETF	$2,208,750		0.0%	31,000	0.4%	ETF
TJX TJX Companies	$2,189,175		0.0%	14,450	0.4%	Consumer Discretionary
GE VERNOVA INC	$2,172,316		0.0%	1,849	0.4%	COM
RTX RTX	$2,010,189	$2,277 ▼	-0.1%	10,595	0.4%	Industrials
JPST JPMorgan Ultra-Short Income ETF	$1,978,046	$227,565 ▲	13.0%	39,115	0.4%	ETF
TXN Texas Instruments	$1,932,090	$1,788 ▼	-0.1%	6,482	0.4%	Technology
PEP PepsiCo	$1,918,076	$44,411 ▼	-2.3%	14,166	0.4%	Consumer Staples
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$1,862,980	$64,646 ▲	3.6%	37,089	0.4%	ETF
CSCO Cisco Systems	$1,827,560		0.0%	15,559	0.4%	Technology
GOOG Alphabet	$1,723,190		0.0%	4,877	0.3%	Communication Services
VCSH Vanguard Short-Term Corporate Bond ETF	$1,713,924	$79,030 ▼	-4.4%	21,687	0.3%	ETF
PXF Invesco RAFI Developed Markets ex-U.S. ETF	$1,687,982	$46,594 ▼	-2.7%	22,316	0.3%	ETF
GRAYSCALE BITCOIN MINI TR ET	$1,674,865	$21,798 ▲	1.3%	64,542	0.3%	SHS NEW
IDXX IDEXX Laboratories	$1,666,183	$12,635 ▼	-0.8%	3,165	0.3%	Healthcare
ABT Abbott Laboratories	$1,658,818	$2,269 ▼	-0.1%	18,281	0.3%	Healthcare
NVDA NVIDIA	$1,657,946		0.0%	8,286	0.3%	Technology
BSV Vanguard Short-Term Bond ETF	$1,649,199	$322,703 ▲	24.3%	21,168	0.3%	ETF
ITW Illinois Tool Works	$1,643,376	$5,950 ▼	-0.4%	6,076	0.3%	Industrials
VEU Vanguard FTSE All-World ex-US ETF	$1,637,061		0.0%	19,547	0.3%	ETF
CVX Chevron	$1,592,456	$332 ▼	0.0%	9,607	0.3%	Energy
BRK.B Berkshire Hathaway	$1,592,241	$19,015 ▼	-1.2%	3,182	0.3%	Finance
ADP Automatic Data Processing	$1,580,415	$118,693 ▼	-7.0%	7,057	0.3%	Industrials
VIG Vanguard Dividend Appreciation ETF	$1,580,385	$13,251 ▼	-0.8%	6,679	0.3%	ETF
MCD McDonald's	$1,568,339	$541 ▼	0.0%	5,802	0.3%	Consumer Discretionary
INTC Intel	$1,554,222		0.0%	11,131	0.3%	Technology
AVGO Broadcom	$1,549,531		0.0%	4,102	0.3%	Technology
BLACKROCK INC	$1,522,149		0.0%	1,583	0.3%	COM
IEFA iShares Core MSCI EAFE ETF	$1,510,415		0.0%	15,639	0.3%	ETF
GRAYSCALE ETHEREUM STAKING	$1,508,967	$91,608 ▲	6.5%	100,397	0.3%	SHS NEW
XLE Energy Select Sector SPDR Fund	$1,494,940	$31,866 ▼	-2.1%	28,148	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$1,437,664	$8,383 ▼	-0.6%	7,546	0.3%	ETF
J P MORGAN EXCHANGE TRADED F	$1,395,105	$209,865 ▼	-13.1%	27,355	0.3%	ULTRA SHT MUNCPL
UNP Union Pacific	$1,368,160	$13,600 ▼	-1.0%	5,030	0.3%	Industrials
ROCKET LAB CORP	$1,329,175	$345,610 ▼	-20.6%	13,076	0.3%	COM
RSP Invesco S&P 500 Equal Weight ETF	$1,267,684	$42,554 ▼	-3.2%	5,958	0.2%	ETF
CL Colgate-Palmolive	$1,252,257	$1,467 ▼	-0.1%	13,659	0.2%	Consumer Staples
INDB Independent Bank	$1,245,084		0.0%	14,872	0.2%	Finance
NEE NextEra Energy	$1,238,786		0.0%	14,114	0.2%	Utilities
GDLC Grayscale Digital Large Cap Fund	$1,216,051	$483,861 ▲	66.1%	46,080	0.2%
LINDE PLC	$1,210,687	$519 ▼	0.0%	2,333	0.2%	SHS
ACWX iShares MSCI ACWI ex U.S. ETF	$1,174,834		0.0%	15,436	0.2%	ETF
UBER Uber Technologies	$1,171,229	$93,808 ▲	8.7%	16,231	0.2%	Industrials
VGK Vanguard FTSE Europe ETF	$1,106,750		0.0%	12,500	0.2%	ETF
VXF Vanguard Extended Market ETF	$1,100,805	$25,113 ▲	2.3%	4,471	0.2%	ETF
LAM RESEARCH CORP	$1,087,658		0.0%	2,510	0.2%	COM NEW
MUB iShares National Muni Bond ETF	$1,084,810		0.0%	10,080	0.2%	ETF
CTA Simplify Managed Futures Strategy ETF	$1,033,865	$35,019 ▲	3.5%	39,856	0.2%	ETF
IVV iShares Core S&P 500 ETF	$1,031,222	$288,323 ▲	38.8%	1,377	0.2%	ETF
MA Mastercard	$995,870		0.0%	1,939	0.2%	Finance
LOW Lowe's Companies	$988,677		0.0%	4,484	0.2%	Consumer Discretionary
KO CocaCola	$987,512	$1,463 ▼	-0.1%	12,151	0.2%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Aries Wealth Management Top Holdings and 13F Report (2026)

About Aries Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Aries Wealth Management Top Holdings and 13F Report (2026)

About Aries Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAries Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools