Aries Wealth Management Portfolio Stock Holdings
Aries Wealth Management disclosed 242 stock positions valued at approximately $509.3 million in its latest SEC 13F filing. The largest holdings include APPLE INC, VANGUARD INDEX FDS, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 242
- Portfolio Value
- $509.3M
Holdings by Sector
Aries Wealth Management Portfolio Holdings in Q2 2026
230 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.91% | 86,337 | -11 | -0.01% | $24,982,474 |
| VANGUARD INDEX FDS | VUG | Other | 4.41% | 260,784 | +218,607 | +518.31% | $22,463,934 |
| ISHARES TR | EFA | Other | 4.27% | 209,435 | +12,772 | +6.49% | $21,756,108 |
| VANGUARD INDEX FDS | VB | Other | 3.97% | 66,637 | +1,113 | +1.70% | $20,199,007 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 3.89% | 26,501 | +592 | +2.28% | $19,790,152 |
| CATERPILLAR INC | CAT | Industrials | 3.66% | 17,525 | -65 | -0.37% | $18,662,373 |
| VANGUARD INDEX FDS | VO | Other | 3.09% | 195,021 | +147,167 | +307.53% | $15,712,842 |
| ISHARES TR | SGOV | Other | 2.81% | 141,955 | +51,255 | +56.51% | $14,290,610 |
| ISHARES TR | EEM | Other | 2.72% | 202,496 | +4,861 | +2.46% | $13,852,751 |
| MICROSOFT CORP | MSFT | Technology | 2.60% | 35,553 | -274 | -0.76% | $13,262,037 |
| ALPHABET INC | GOOGL | Communication Services | 2.30% | 32,741 | -3 | -0.01% | $11,700,651 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.03% | 43,427 | -180 | -0.41% | $10,350,391 |
| VANGUARD INDEX FDS | VTV | Other | 2.03% | 47,348 | +3,197 | +7.24% | $10,318,550 |
| VANGUARD INDEX FDS | VTI | Other | 1.46% | 20,037 | -59 | -0.29% | $7,414,491 |
| SPDR SERIES TRUST | SDY | Other | 1.45% | 48,515 | -1,200 | -2.41% | $7,383,013 |
| ISHARES TR | IWV | Other | 1.28% | 15,294 | - | - | $6,521,362 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.27% | 25,436 | -50 | -0.20% | $6,459,981 |
| META PLATFORMS INC | META | Communication Services | 1.21% | 10,960 | -10 | -0.09% | $6,173,658 |
| WALMART INC | WMT | Consumer Defensive | 1.21% | 54,344 | -15 | -0.03% | $6,155,001 |
| INVESCO EXCH TRADED FD TR II | PXH | Other | 1.18% | 215,564 | - | - | $6,009,924 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.12% | 17,372 | -25 | -0.14% | $5,686,377 |
| EXXON MOBIL CORP | XOM | Energy | 1.11% | 41,412 | -100 | -0.24% | $5,661,849 |
| ISHARES TR | SHY | Other | 1.08% | 67,145 | +3,982 | +6.30% | $5,513,276 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.03% | 14,820 | -128 | -0.86% | $5,226,547 |
| SPDR GOLD TR | GLD | Other | 1.02% | 14,130 | +73 | +0.52% | $5,205,209 |
| ISHARES TR | QUAL | Other | 1.02% | 23,584 | -96 | -0.41% | $5,175,037 |
| ELI LILLY & CO | LLY | Healthcare | 0.97% | 4,132 | +52 | +1.27% | $4,956,045 |
| WISDOMTREE TR | DGRW | Other | 0.90% | 48,161 | -466 | -0.96% | $4,605,155 |
| VISA INC | V | Financial Services | 0.88% | 13,021 | -130 | -0.99% | $4,467,375 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.86% | 53,050 | +5,843 | +12.38% | $4,384,583 |
| SPDR SERIES TRUST | FLRN | Other | 0.75% | 123,585 | -2,600 | -2.06% | $3,812,611 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.74% | 4,025 | - | - | $3,765,267 |
| ISHARES TR | ACWI | Other | 0.69% | 22,305 | +228 | +1.03% | $3,501,216 |
| MERCK & CO INC | MRK | Healthcare | 0.64% | 25,514 | -18 | -0.07% | $3,278,549 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.64% | 11,537 | +100 | +0.87% | $3,244,320 |
| ISHARES TR | AGG | Other | 0.60% | 31,049 | +3,992 | +14.75% | $3,073,230 |
| ABBVIE INC | ABBV | Healthcare | 0.58% | 11,730 | -500 | -4.09% | $2,951,737 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.58% | 20,088 | -302 | -1.48% | $2,945,704 |
| VANECK ETF TRUST | GDX | Other | 0.57% | 38,609 | +1,200 | +3.21% | $2,913,049 |
| INVESCO QQQ TR | QQQ | Other | 0.55% | 3,838 | +312 | +8.85% | $2,826,303 |
| ISHARES TR | USMV | Other | 0.55% | 28,880 | -419 | -1.43% | $2,785,765 |
| WASTE MGMT INC DEL | WM | Industrials | 0.54% | 12,349 | - | - | $2,752,345 |
| VANGUARD INDEX FDS | VOO | Other | 0.54% | 3,978 | +271 | +7.31% | $2,732,130 |
| ISHARES TR | IGSB | Other | 0.51% | 49,269 | -1,443 | -2.85% | $2,582,188 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.50% | 42,906 | -1,650 | -3.70% | $2,561,059 |
| CHUBB LIMITED | CB | Financial Services | 0.49% | 7,398 | -24 | -0.32% | $2,520,795 |
| KLA CORP | KLAC | Technology | 0.49% | 8,240 | +7,416 | +900.00% | $2,486,090 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.47% | 4,748 | -148 | -3.02% | $2,380,457 |
| GE AEROSPACE | GE | Industrials | 0.44% | 5,984 | -522 | -8.02% | $2,236,400 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.43% | 31,000 | - | - | $2,208,750 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.43% | 14,450 | - | - | $2,189,175 |
| GE VERNOVA INC | GEV | Utilities | 0.43% | 1,849 | - | - | $2,172,316 |
| RTX CORPORATION | RTX | Industrials | 0.39% | 10,595 | -12 | -0.11% | $2,010,189 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.39% | 39,115 | +4,500 | +13.00% | $1,978,046 |
| TEXAS INSTRS INC | TXN | Technology | 0.38% | 6,482 | -6 | -0.09% | $1,932,090 |
| PEPSICO INC | PEP | Consumer Defensive | 0.38% | 14,166 | -328 | -2.26% | $1,918,076 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.37% | 37,089 | +1,287 | +3.59% | $1,862,980 |
| CISCO SYS INC | CSCO | Technology | 0.36% | 15,559 | - | - | $1,827,560 |
| ALPHABET INC | GOOG | Communication Services | 0.34% | 4,877 | - | - | $1,723,190 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.34% | 21,687 | -1,000 | -4.41% | $1,713,924 |
| INVESCO EXCH TRADED FD TR II | PXF | Other | 0.33% | 22,316 | -616 | -2.69% | $1,687,982 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 0.33% | 64,542 | +840 | +1.32% | $1,674,865 |
| IDEXX LABS INC | IDXX | Healthcare | 0.33% | 3,165 | -24 | -0.75% | $1,666,183 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.33% | 18,281 | -25 | -0.14% | $1,658,818 |
| NVIDIA CORPORATION | NVDA | Technology | 0.33% | 8,286 | - | - | $1,657,946 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.32% | 21,168 | +4,142 | +24.33% | $1,649,199 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.32% | 6,076 | -22 | -0.36% | $1,643,376 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.32% | 19,547 | - | - | $1,637,061 |
| CHEVRON CORPORATION | CVX | Energy | 0.31% | 9,607 | -2 | -0.02% | $1,592,456 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.31% | 3,182 | -38 | -1.18% | $1,592,241 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.31% | 7,057 | -530 | -6.99% | $1,580,415 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.31% | 6,679 | -56 | -0.83% | $1,580,385 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.31% | 5,802 | -2 | -0.03% | $1,568,339 |
| INTEL CORP | INTC | Technology | 0.31% | 11,131 | - | - | $1,554,222 |
| BROADCOM INC | AVGO | Technology | 0.30% | 4,102 | - | - | $1,549,531 |
| BLACKROCK INC | BLK | Other | 0.30% | 1,583 | - | - | $1,522,149 |
| ISHARES TR | IEFA | Other | 0.30% | 15,639 | - | - | $1,510,415 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.29% | 28,148 | -600 | -2.09% | $1,494,940 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.28% | 7,546 | -44 | -0.58% | $1,437,664 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.27% | 27,355 | -4,115 | -13.08% | $1,395,105 |
| UNION PAC CORP | UNP | Industrials | 0.27% | 5,030 | -50 | -0.98% | $1,368,160 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.25% | 5,958 | -200 | -3.25% | $1,267,684 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.25% | 13,659 | -16 | -0.12% | $1,252,257 |
| INDEPENDENT BK CORP MASS | INDB | Financial Services | 0.24% | 14,872 | - | - | $1,245,084 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.24% | 14,114 | - | - | $1,238,786 |
| LINDE PLC | LIN | Other | 0.24% | 2,333 | -1 | -0.04% | $1,210,687 |
| ISHARES TR | ACWX | Other | 0.23% | 15,436 | - | - | $1,174,834 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.23% | 16,231 | +1,300 | +8.71% | $1,171,229 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.22% | 12,500 | - | - | $1,106,750 |
| VANGUARD INDEX FDS | VXF | Other | 0.22% | 4,471 | +102 | +2.33% | $1,100,805 |
| LAM RESEARCH CORP | LRCX | Other | 0.21% | 2,510 | - | - | $1,087,658 |
| ISHARES TR | MUB | Other | 0.21% | 10,080 | - | - | $1,084,810 |
| SIMPLIFY EXCHANGE TRADED FUN | CTA | Other | 0.20% | 39,856 | +1,350 | +3.51% | $1,033,865 |
| ISHARES TR | IVV | Other | 0.20% | 1,377 | +385 | +38.81% | $1,031,222 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.20% | 1,939 | - | - | $995,870 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.19% | 4,484 | - | - | $988,677 |
| COCA COLA CO | KO | Consumer Defensive | 0.19% | 12,151 | -18 | -0.15% | $987,512 |
| AXSOME THERAPEUTICS INC. | AXSM | Healthcare | 0.19% | 4,000 | - | - | $979,080 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.19% | 19,096 | -52 | -0.27% | $974,851 |
| KODIAK SCIENCES INC | KOD | Healthcare | 0.19% | 25,000 | - | - | $974,000 |