Aries Wealth Management Top Holdings and 13F Report (2026) About Aries Wealth ManagementInvestment ActivityAries Wealth Management has $519.27 million in total holdings as of September 30, 2026.Aries Wealth Management owns shares of 245 different stocks, but just 71 companies or ETFs make up 80% of its holdings.Approximately 3.29% of the portfolio was purchased this quarter.About 2.65% of the portfolio was sold this quarter.This quarter, Aries Wealth Management has purchased 242 new stocks and bought additional shares in 48 stocks.Aries Wealth Management sold shares of 64 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $28,344,997Vanguard Growth ETF $23,688,207iShares MSCI EAFE ETF $22,465,901SPDR S&P 500 ETF Trust $20,503,308Vanguard Small-Cap ETF $19,179,747 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $6,442,296 Holding88636R479 - TIDAL TRUST II $1,270,495 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $740,119 Holding60770K107 - Moderna $385,140 Holding77926X320 - ROUNDHILL ETF TRUST $302,102 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 39,584 shares (about $6.44M)TIDAL TRUST II 45,053 shares (about $1.27M)SPACE EXPLORATION TECHN CORP 4,906 shares (about $740.12K)iShares MSCI EAFE ETF 6,812 shares (about $707.70K)GRAYSCALE COINDESK CRYPTO 12,755 shares (about $489.28K) Largest Sales this Quarter Caterpillar 963 shares (about $780.79K)WALMART INC 4,102 shares (about $426.28K)Apple 1,222 shares (about $406.95K)SPDR S&P Dividend ETF 2,439 shares (about $357.26K)iShares ESG MSCI USA Leaders ETF 2,485 shares (about $338.67K) 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$28,344,997$406,950 ▼-1.4%85,1155.5%TechnologyVUGVanguard Growth ETF$23,688,207$188,961 ▲0.8%262,8814.6%ETFEFAiShares MSCI EAFE ETF$22,465,901$707,699 ▲3.3%216,2474.3%ETFSPYSPDR S&P 500 ETF Trust$20,503,308$292,850 ▲1.4%26,8853.9%ETFVBVanguard Small-Cap ETF$19,179,747$222,187 ▲1.2%67,4183.7%ETFMSFTMicrosoft$18,259,831$24,619 ▲0.1%35,6013.5%TechnologyVOVanguard Mid-Cap ETF$15,316,524$22,977 ▲0.2%195,3142.9%ETFISHARES TR$14,165,173$126,857 ▼-0.9%140,6952.7%0-3 MTH TREASURYEEMiShares MSCI Emerging Markets ETF$13,955,637$430,929 ▲3.2%208,9482.7%ETFCATCaterpillar$13,428,304$780,791 ▼-5.5%16,5622.6%IndustrialsGOOGLAlphabet$11,310,254$44,730 ▲0.4%32,8712.2%Communication ServicesAMZNAmazon.com$10,909,033$89,196 ▲0.8%43,7852.1%Consumer DiscretionaryVTVVanguard Value ETF$10,550,106$319,150 ▲3.1%48,8252.0%ETFMETAMeta Platforms$7,910,989$36,984 ▼-0.5%10,9091.5%Communication ServicesVTIVanguard Total Stock Market ETF$7,505,009$6,362 ▲0.1%20,0541.4%ETFSDYSPDR S&P Dividend ETF$6,749,212$357,265 ▼-5.0%46,0761.3%ETFJNJJohnson & Johnson$6,720,160$13,766 ▼-0.2%25,3841.3%HealthcareIWViShares Russell 3000 ETF$6,601,8080.0%15,2941.3%ETFEXXONMOBIL HOLDINGS CORP$6,442,296$6,442,296 ▲New Holding39,5841.2%COM SHSPXHInvesco RAFI Emerging Markets ETF$6,100,717$165,728 ▼-2.6%209,8631.2%ETFJPMJPMorgan Chase & Co.$5,787,871$40,692 ▲0.7%17,4951.1%FinanceSHYiShares 1-3 Year Treasury Bond ETF$5,545,879$93,705 ▲1.7%68,2991.1%ETFGLDSPDR Gold Shares$5,491,713$110,444 ▲2.1%14,4201.1%ETFQUALiShares MSCI USA Quality Factor ETF$5,241,3080.0%23,5841.0%ETFWALMART INC$5,221,149$426,280 ▼-7.5%50,2421.0%COMVVisa$4,718,003$39,167 ▲0.8%13,1300.9%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,591,770$91,406 ▼-2.0%47,2210.9%ETFLLYEli Lilly and Company$4,499,884$281,170 ▼-5.9%3,8890.9%HealthcareVCITVanguard Intermediate-Term Corporate Bond ETF$4,227,095$72,750 ▲1.8%53,9790.8%ETFHDHome Depot$4,186,132$29,870 ▼-0.7%14,7150.8%Consumer DiscretionaryMRKMerck & Co., Inc.$3,699,157$8,283 ▼-0.2%25,4570.7%HealthcareFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$3,664,126$147,230 ▼-3.9%118,8110.7%ETFCOSTCostco Wholesale$3,659,567$4,552 ▼-0.1%4,0200.7%Consumer StaplesGDXVanEck Gold Miners ETF$3,525,258$135,388 ▲4.0%40,1510.7%ETFACWIiShares MSCI ACWI ETF$3,509,500$31,753 ▼-0.9%22,1050.7%ETFTMOThermo Fisher Scientific$3,254,416$49,279 ▲1.5%4,8210.6%HealthcareABBVAbbVie$3,065,312$3,139 ▼-0.1%11,7180.6%HealthcareQQQInvesco QQQ$2,973,136$133,898 ▲4.7%4,0190.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,935,183$189 ▼0.0%31,0470.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,814,0670.0%28,8800.5%ETFPGProcter & Gamble$2,813,638$104,747 ▼-3.6%19,3670.5%Consumer StaplesVOOVanguard S&P 500 ETF$2,722,140$65,881 ▼-2.4%3,8840.5%ETFGRAYSCALE ETHEREUM STAKING$2,643,491$84,372 ▲3.3%103,7070.5%SHS NEWVWOVanguard FTSE Emerging Markets ETF$2,605,014$60,259 ▲2.4%43,9220.5%ETFIBMInternational Business Machines$2,537,3320.0%11,5370.5%TechnologyWMWaste Management$2,535,745$17,537 ▲0.7%12,4350.5%IndustrialsIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,529,174$5,123 ▲0.2%49,3690.5%ETFKODKodiak Sciences$2,370,0000.0%25,0000.5%HealthcareCBChubb$2,366,194$40,006 ▼-1.7%7,2750.5%FinanceGRAYSCALE BITCOIN MINI TR ET$2,357,632$27,195 ▼-1.1%63,8060.5%SHS NEWGRAYSCALE COINDESK CRYPTO$2,256,911$489,282 ▲27.7%58,8350.4%USD SHSNVDANVIDIA$2,209,805$317,448 ▲16.8%9,6760.4%TechnologyVEAVanguard FTSE Developed Markets ETF$2,188,9100.0%31,0000.4%ETFCVXChevron$1,961,8450.0%9,6070.4%EnergyRTXRTX$1,954,895$12,067 ▼-0.6%10,5300.4%IndustrialsVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,946,553$121,032 ▲6.6%39,5480.4%ETFJPSTJPMorgan Ultra-Short Income ETF$1,945,038$25,185 ▼-1.3%38,6150.4%ETFTJXTJX Companies$1,911,8800.0%14,4500.4%Consumer DiscretionaryGEGE Aerospace$1,868,7430.0%5,9840.4%IndustrialsADPAutomatic Data Processing$1,821,1290.0%7,0570.4%IndustrialsTXNTexas Instruments$1,815,5430.0%6,4820.3%TechnologyGE VERNOVA INC$1,757,4560.0%1,8490.3%COMPEPPepsiCo$1,755,832$39,283 ▼-2.2%13,8560.3%Consumer StaplesXLEEnergy Select Sector SPDR Fund$1,709,577$21,525 ▼-1.2%27,7980.3%ETFBLACKROCK INC$1,675,2730.0%1,5830.3%COMCSCOCisco Systems$1,674,6150.0%15,5590.3%TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,671,845$3,476 ▼-0.2%21,6420.3%ETFIDXXIDEXX Laboratories$1,670,486$17,754 ▲1.1%3,1990.3%HealthcareGOOGAlphabet$1,661,7890.0%4,8770.3%Communication ServicesAVGOBroadcom$1,631,980$191,399 ▲13.3%4,6470.3%TechnologyBSVVanguard Short-Term Bond ETF$1,621,208$3,973 ▲0.2%21,2200.3%ETFBRK.BBerkshire Hathaway$1,612,362$27,885 ▲1.8%3,2380.3%FinanceKLACKLA$1,606,2230.0%8,2400.3%TechnologyPXFInvesco RAFI Developed Markets ex-U.S. ETF$1,595,951$105,197 ▼-6.2%20,9360.3%ETFVEUVanguard FTSE All-World ex-US ETF$1,527,229$94,586 ▼-5.8%18,4070.3%ETFABTAbbott Laboratories$1,527,220$279,491 ▼-15.5%15,4530.3%HealthcareVIGVanguard Dividend Appreciation ETF$1,519,781$38,496 ▼-2.5%6,5140.3%ETFIEFAiShares Core MSCI EAFE ETF$1,515,1060.0%15,6390.3%ETFXLKTechnology Select Sector SPDR Fund$1,477,1300.0%7,5460.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$1,422,639$255,369 ▲21.9%18,8130.3%ETFMCDMcDonald's$1,360,237$20,323 ▲1.5%5,8900.3%Consumer DiscretionaryUNPUnion Pacific$1,346,499$22,315 ▼-1.6%4,9480.3%IndustrialsINTCIntel$1,338,2800.0%11,1310.3%TechnologyNOWServiceNow$1,301,639$7,371 ▼-0.6%9,7130.3%TechnologyTIDAL TRUST II$1,270,495$1,270,495 ▲New Holding45,0530.2%DEFIA AI PWR ETFITWIllinois Tool Works$1,254,497$308,736 ▼-19.7%4,8760.2%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$1,239,3830.0%5,9580.2%ETFVGKVanguard FTSE Europe ETF$1,189,160$104,160 ▲9.6%13,7000.2%ETFNFLXNetflix$1,169,640$329,809 ▲39.3%16,8100.2%Communication ServicesINDBIndependent Bank$1,154,8110.0%14,8720.2%FinanceCTASimplify Managed Futures Strategy ETF$1,142,670$6,777 ▼-0.6%39,6210.2%ETFUBERUber Technologies$1,136,307$24,321 ▲2.2%16,5860.2%IndustrialsJ P MORGAN EXCHANGE TRADED F$1,111,309$271,760 ▼-19.6%21,9800.2%ULTRA SHT MUNCPLCLColgate-Palmolive$1,108,392$56,994 ▼-4.9%12,9910.2%Consumer StaplesLINDE PLC$1,083,626$23,733 ▼-2.1%2,2830.2%SHSMAMastercard$1,069,3000.0%1,9390.2%FinanceNEENextEra Energy$1,068,9940.0%14,1140.2%UtilitiesFIDELITY WISE ORIGIN BITCOIN$1,061,706$325,427 ▼-23.5%14,6160.2%SHSIVViShares Core S&P 500 ETF$1,054,5750.0%1,3770.2%ETFKOCoca-Cola$1,045,786$172 ▼0.0%12,1490.2%Consumer StaplesShowing largest 100 holdings. 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