Aries Wealth Management
13F Reported Value
ⓘ$509.3M
Holdings
242
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Aries Wealth Management disclosed 242 positions worth $509.3M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 4.9% of the equity portfolio. During the quarter the fund opened 11 new positions and exited 4 — including a new stake in $PANW and a full exit from $CCI. The portfolio is most concentrated in Other (48.0% of disclosed assets). All figures are sourced directly from Aries Wealth Management’s Form 13F-HR filing with the SEC under CIK 1729515.
AI Fund Analysis
Concentrating
$AAPL
$SPYSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$25.0M86,337 sh VANGUARD INDEX FDS - GROWTH ETF
—Quality
$22.5M260,784 shISHARES TR - MSCI EAFE ETF
—Quality
$21.8M209,435 shVANGUARD INDEX FDS - SMALL CP ETF
—Quality
$20.2M66,637 sh- —
Quality
$19.8M26,501 sh - 66.5
Quality
$18.7M17,525 sh VANGUARD INDEX FDS - MID CAP ETF
—Quality
$15.7M195,021 shISHARES TR - 0-3 MTH TREASURY
—Quality
$14.3M141,955 shISHARES TR - MSCI EMG MKT ETF
—Quality
$13.9M202,496 sh- 79.8
Quality
$13.3M35,553 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $25.0M | 86,337 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $22.5M | 260,784 |
| ISHARES TR - MSCI EAFE ETF | — | $21.8M | 209,435 |
| VANGUARD INDEX FDS - SMALL CP ETF | — | $20.2M | 66,637 |
| SPDR S&P 500 ETF TRUST$SPY | — | $19.8M | 26,501 |
 CATERPILLAR INC$CAT | 66.5 | $18.7M | 17,525 |
| VANGUARD INDEX FDS - MID CAP ETF | — | $15.7M | 195,021 |
| ISHARES TR - 0-3 MTH TREASURY | — | $14.3M | 141,955 |
| ISHARES TR - MSCI EMG MKT ETF | — | $13.9M | 202,496 |
 MICROSOFT CORP$MSFT | 79.8 | $13.3M | 35,553 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Aries Wealth Management's 242 positions.
Showing top 10 of 242 holdings.
Sector Allocation
Other
$244.4M
Technology
$89.3M
Financials
$47.1M
Industrials
$36.2M
Consumer Discretionary
$32.6M
Healthcare
$28.3M
Consumer Staples
$10.4M
Energy
$9.7M
Top Holdings — Aries Wealth Management (Q2 2026)
Top 150 of 242 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $25.0M | 4.9% | -0% | 76.4 |
| 2 | — | VANGUARD INDEX FDS - GROWTH ETF | $22.5M | 4.4% | +518% | — |
| 3 | — | ISHARES TR - MSCI EAFE ETF | $21.8M | 4.3% | +6% | — |
| 4 | — | VANGUARD INDEX FDS - SMALL CP ETF | $20.2M | 4.0% | +2% | — |
| 5 | $SPY | SPDR S&P 500 ETF TRUST | $19.8M | 3.9% | +2% | — |
| 6 | $CAT | CATERPILLAR INC | $18.7M | 3.7% | -0% | 66.5 |
| 7 | — | VANGUARD INDEX FDS - MID CAP ETF | $15.7M | 3.1% | +308% | — |
| 8 | — | ISHARES TR - 0-3 MTH TREASURY | $14.3M | 2.8% | +57% | — |
| 9 | — | ISHARES TR - MSCI EMG MKT ETF | $13.9M | 2.7% | +2% | — |
| 10 | $MSFT | MICROSOFT CORP | $13.3M | 2.6% | -1% | 79.8 |
| 11 |  $GOOG | Alphabet Inc. | $11.7M | 2.3% | -0% | 78.2 |
| 12 |  $AMZN | AMAZON COM INC | $10.4M | 2.0% | -0% | 68.7 |
| 13 | — | VANGUARD INDEX FDS - VALUE ETF | $10.3M | 2.0% | +7% | — |
| 14 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $7.4M | 1.5% | -0% | — |
| 15 | — | SPDR SERIES TRUST - ST STR SP DIV | $7.4M | 1.4% | -2% | — |
| 16 | — | ISHARES TR - RUSSELL 3000 ETF | $6.5M | 1.3% | +0% | — |
| 17 |  $JNJ | JOHNSON & JOHNSON | $6.5M | 1.3% | -0% | 69 |
| 18 |  $META | Meta Platforms, Inc. | $6.2M | 1.2% | -0% | 79.6 |
| 19 |  $WMT | Walmart Inc. | $6.2M | 1.2% | -0% | 60.2 |
| 20 | — | INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT | $6.0M | 1.2% | +0% | — |
| 21 |  $JPM | JPMORGAN CHASE & CO | $5.7M | 1.1% | -0% | 70.7 |
| 22 |  $XOM.R34088 | EXXON MOBIL CORP | $5.7M | 1.1% | -0% | 57.9 |
| 23 | — | ISHARES TR - 1 3 YR TREAS BD | $5.5M | 1.1% | +6% | — |
| 24 |  $HD | HOME DEPOT, INC. | $5.2M | 1.0% | -1% | 60.3 |
| 25 |  $GLD | SPDR GOLD TRUST | $5.2M | 1.0% | +1% | — |
| 26 | — | ISHARES TR - MSCI USA QLT FCT | $5.2M | 1.0% | -0% | — |
| 27 |  $LLY | ELI LILLY & Co | $5.0M | 1.0% | +1% | 87.5 |
| 28 |  $WT | WisdomTree, Inc. | $4.6M | 0.9% | -1% | 59.9 |
| 29 |  $V | VISA INC. | $4.5M | 0.9% | -1% | 82.9 |
| 30 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $4.4M | 0.9% | +12% | — |
| 31 | — | SPDR SERIES TRUST - ST STR RATE ETF | $3.8M | 0.8% | -2% | — |
| 32 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.8M | 0.7% | +0% | 66.2 |
| 33 | — | ISHARES TR - MSCI ACWI ETF | $3.5M | 0.7% | +1% | — |
| 34 |  $MRK | Merck & Co., Inc. | $3.3M | 0.6% | -0% | 59.9 |
| 35 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.2M | 0.6% | +1% | 70 |
| 36 | — | ISHARES TR - CORE US AGGBD ET | $3.1M | 0.6% | +15% | — |
| 37 |  $ABBV | AbbVie Inc. | $3.0M | 0.6% | -4% | 72.6 |
| 38 |  $PG | PROCTER & GAMBLE Co | $2.9M | 0.6% | -1% | 64.6 |
| 39 | — | VANECK ETF TRUST - GOLD MINERS ETF | $2.9M | 0.6% | +3% | — |
| 40 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.8M | 0.6% | +9% | — |
| 41 | — | ISHARES TR - MSCI USA MIN ETF | $2.8M | 0.6% | -1% | — |
| 42 |  $WM | WASTE MANAGEMENT INC | $2.8M | 0.5% | +0% | 67.6 |
| 43 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.7M | 0.5% | +7% | — |
| 44 | — | ISHARES TR - ISHS 1-5YR INVS | $2.6M | 0.5% | -3% | — |
| 45 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.6M | 0.5% | -4% | — |
| 46 |  $CB | Chubb Ltd | $2.5M | 0.5% | -0% | — |
| 47 |  $KLAC | KLA CORP | $2.5M | 0.5% | +900% | 78.6 |
| 48 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.4M | 0.5% | -3% | 65.1 |
| 49 |  $GE | GENERAL ELECTRIC CO | $2.2M | 0.4% | -8% | 73.8 |
| 50 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.2M | 0.4% | +0% | — |
| 51 |  $TJX | TJX COMPANIES INC /DE/ | $2.2M | 0.4% | +0% | 68.7 |
| 52 |  $GEV | GE Vernova Inc. | $2.2M | 0.4% | +0% | 81.1 |
| 53 |  $RTX | RTX Corp | $2.0M | 0.4% | -0% | 73.2 |
| 54 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $2.0M | 0.4% | +13% | — |
| 55 |  $TXN | TEXAS INSTRUMENTS INC | $1.9M | 0.4% | -0% | 73.4 |
| 56 |  $PEP | PEPSICO INC | $1.9M | 0.4% | -2% | 63.4 |
| 57 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $1.9M | 0.4% | +4% | — |
| 58 |  $CSCO | CISCO SYSTEMS, INC. | $1.8M | 0.4% | +0% | 70.3 |
| 59 |  $GOOGL | Alphabet Inc. | $1.7M | 0.3% | +0% | 78.2 |
| 60 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $1.7M | 0.3% | -4% | — |
| 61 |  $IVZ | Invesco Ltd. | $1.7M | 0.3% | -3% | — |
| 62 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $1.7M | 0.3% | +1% | — |
| 63 |  $IDXX | IDEXX LABORATORIES INC /DE | $1.7M | 0.3% | -1% | 73.8 |
| 64 |  $ABT | ABBOTT LABORATORIES | $1.7M | 0.3% | -0% | 65.5 |
| 65 |  $NVDA | NVIDIA CORP | $1.7M | 0.3% | +0% | 85.9 |
| 66 | $META | Meta Platforms, Inc. | $1.6M | 0.3% | +24% | 79.6 |
| 67 |  $ITW | ILLINOIS TOOL WORKS INC | $1.6M | 0.3% | -0% | 63.6 |
| 68 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $1.6M | 0.3% | +0% | — |
| 69 |  $CVX | CHEVRON CORP | $1.6M | 0.3% | -0% | 62.8 |
| 70 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.6M | 0.3% | -1% | 73.8 |
| 71 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.6M | 0.3% | -7% | 69.8 |
| 72 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.6M | 0.3% | -1% | — |
| 73 |  $MCD | MCDONALDS CORP | $1.6M | 0.3% | -0% | 69 |
| 74 |  $INTC | INTEL CORP | $1.6M | 0.3% | +0% | 45.6 |
| 75 |  $AVGO | Broadcom Inc. | $1.5M | 0.3% | +0% | 84.5 |
| 76 |  $BLK | BlackRock, Inc. | $1.5M | 0.3% | +0% | 70 |
| 77 | — | ISHARES TR - CORE MSCI EAFE | $1.5M | 0.3% | +0% | — |
| 78 |  $ETH | Grayscale Ethereum Staking Mini ETF | $1.5M | 0.3% | +6% | — |
| 79 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1.5M | 0.3% | -2% | — |
| 80 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.4M | 0.3% | -1% | — |
| 81 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $1.4M | 0.3% | -13% | — |
| 82 |  $UNP | UNION PACIFIC CORP | $1.4M | 0.3% | -1% | 69.7 |
| 83 |  $RKLB | Rocket Lab Corp | $1.3M | 0.3% | -21% | 39.9 |
| 84 | $IVZ | Invesco Ltd. | $1.3M | 0.3% | -3% | — |
| 85 |  $CL | COLGATE PALMOLIVE CO | $1.3M | 0.3% | -0% | 61.3 |
| 86 |  $INDB | INDEPENDENT BANK CORP | $1.2M | 0.2% | +0% | 65.5 |
| 87 |  $NEE | NEXTERA ENERGY INC | $1.2M | 0.2% | +0% | 64.6 |
| 88 |  $GDLC | Grayscale CoinDesk Crypto 5 ETF | $1.2M | 0.2% | +66% | — |
| 89 |  $LIN | LINDE PLC | $1.2M | 0.2% | -0% | — |
| 90 | — | ISHARES TR - MSCI ACWI EX US | $1.2M | 0.2% | +0% | — |
| 91 |  $UBER | Uber Technologies, Inc | $1.2M | 0.2% | +9% | 73.5 |
| 92 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $1.1M | 0.2% | +0% | — |
| 93 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $1.1M | 0.2% | +2% | — |
| 94 |  $LRCX | LAM RESEARCH CORP | $1.1M | 0.2% | +0% | 79.4 |
| 95 | — | ISHARES TR - NATIONAL MUN ETF | $1.1M | 0.2% | +0% | — |
| 96 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | $1.0M | 0.2% | +4% | — |
| 97 | — | ISHARES TR - CORE S&P500 ETF | $1.0M | 0.2% | +39% | — |
| 98 |  $MA | Mastercard Inc | $995,870 | 0.2% | +0% | 85.1 |
| 99 |  $LOW | LOWES COMPANIES INC | $988,677 | 0.2% | +0% | 60.8 |
| 100 |  $KO | COCA COLA CO | $987,512 | 0.2% | -0% | 69.5 |
| 101 |  $AXSM | Axsome Therapeutics, Inc. | $979,080 | 0.2% | +0% | 40.8 |
| 102 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $974,851 | 0.2% | -0% | — |
| 103 |  $KOD | Kodiak Sciences Inc. | $974,000 | 0.2% | +0% | — |
| 104 |  $NOW | ServiceNow, Inc. | $969,767 | 0.2% | +23% | 72.9 |
| 105 |  $MNST | Monster Beverage Corp | $932,364 | 0.2% | +0% | 71.3 |
| 106 |  $MCK | MCKESSON CORP | $912,765 | 0.2% | +0% | 63.4 |
| 107 |  $EMR | EMERSON ELECTRIC CO | $885,526 | 0.2% | +0% | 65.3 |
| 108 |  $MMM | 3M CO | $884,514 | 0.2% | -2% | 64.9 |
| 109 |  $TRV | TRAVELERS COMPANIES, INC. | $877,459 | 0.2% | +0% | 75.9 |
| 110 |  $ETN | Eaton Corp plc | $867,154 | 0.2% | +0% | — |
| 111 |  $NFLX | NETFLIX INC | $861,798 | 0.2% | +30% | 78.8 |
| 112 |  $AEM | AGNICO EAGLE MINES LTD | $859,420 | 0.2% | +0% | — |
| 113 |  $AZN | ASTRAZENECA PLC | $839,400 | 0.2% | -2% | — |
| 114 |  $WSM | WILLIAMS SONOMA INC | $835,197 | 0.2% | +0% | 66.1 |
| 115 |  $KKR | KKR & Co. Inc. | $813,538 | 0.2% | +0% | 54.3 |
| 116 |  $DELL | Dell Technologies Inc. | $811,576 | 0.2% | +0% | 71.2 |
| 117 |  $STT | STATE STREET CORP | $810,518 | 0.2% | +0% | 71.5 |
| 118 | — | ISHARES TR - ESG MSCI LEADR | $803,331 | 0.2% | +0% | — |
| 119 |  $AXP | AMERICAN EXPRESS CO | $709,649 | 0.1% | +0% | 69.4 |
| 120 |  $PFE | PFIZER INC | $704,027 | 0.1% | -2% | 62 |
| 121 |  $DIS | Walt Disney Co | $703,973 | 0.1% | +0% | 60.1 |
| 122 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $697,152 | 0.1% | -1% | — |
| 123 | — | ISHARES TR - TRUST ISHARE 0-1 | $657,001 | 0.1% | +6% | — |
| 124 |  $GS | GOLDMAN SACHS GROUP INC | $651,322 | 0.1% | +0% | 73.5 |
| 125 | — | ISHARES INC - CORE MSCI EMKT | $635,631 | 0.1% | +0% | — |
| 126 |  $HUBB | HUBBELL INC | $630,979 | 0.1% | +0% | 64.1 |
| 127 |  $GBTC | Grayscale Bitcoin Trust ETF | $624,534 | 0.1% | +0% | — |
| 128 |  $BMY | BRISTOL MYERS SQUIBB CO | $621,950 | 0.1% | -0% | 70.4 |
| 129 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $618,846 | 0.1% | +0% | 66.2 |
| 130 |  $NXPI | NXP Semiconductors N.V. | $613,207 | 0.1% | +0% | — |
| 131 | — | ISHARES TR - RUS 1000 GRW ETF | $598,499 | 0.1% | +300% | — |
| 132 |  $SHEL | Shell plc | $594,887 | 0.1% | -4% | — |
| 133 |  $MDLZ | Mondelez International, Inc. | $585,630 | 0.1% | +2% | 56.4 |
| 134 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $584,295 | 0.1% | -18% | — |
| 135 |  $TTE | TotalEnergies SE | $578,475 | 0.1% | +0% | 50.6 |
| 136 |  $PI | IMPINJ INC | $572,920 | 0.1% | +0% | 41.1 |
| 137 | — | SPDR SERIES TRUST - SP KENSHO NEWEC | $572,715 | 0.1% | +2% | — |
| 138 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $571,528 | 0.1% | +0% | — |
| 139 |  $URI | UNITED RENTALS, INC. | $566,445 | 0.1% | +0% | 63.9 |
| 140 |  $ACN | Accenture plc | $566,078 | 0.1% | -12% | — |
| 141 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $563,569 | 0.1% | +0% | — |
| 142 |  $ORCL | ORACLE CORP | $551,175 | 0.1% | -2% | 66.2 |
| 143 |  $TMUS | T-Mobile US, Inc. | $547,638 | 0.1% | +0% | 69.1 |
| 144 |  $IAU | ISHARES GOLD TRUST | $547,221 | 0.1% | +6% | — |
| 145 | — | ISHARES TR - CORE S&P MCP ETF | $545,245 | 0.1% | +0% | — |
| 146 |  $RNR | RENAISSANCERE HOLDINGS LTD | $531,758 | 0.1% | +0% | — |
| 147 |  $CRM | Salesforce, Inc. | $531,704 | 0.1% | +24% | 77 |
| 148 | — | ISHARES TR - MSCI EAFE MIN VL | $525,383 | 0.1% | +3% | — |
| 149 | — | ISHARES INC - MSCI EMERG MRKT | $515,216 | 0.1% | -1% | — |
| 150 |  $NUE | NUCOR CORP | $513,439 | 0.1% | +0% | 61.7 |
New Positions (11)
$PANW Palo Alto Networks Inc$477,428
$CRWD CrowdStrike Holdings, Inc.$381,570
$HONA Honeywell Aerospace Inc.$338,916
$QCOM QUALCOMM INC/DE$279,218
$MHK MOHAWK INDUSTRIES INC$242,660
$CVS CVS HEALTH Corp$224,487
$DAL DELTA AIR LINES, INC.$219,820
$SNOW Snowflake Inc.$209,963
$ABEO ABEONA THERAPEUTICS INC.$77,250
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