Aries Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Aries Wealth Management disclosed 235 stock positions valued at approximately $509.28M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, VANGUARD INDEX FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 235
- Portfolio Value
- $509.28M
Holdings by Sector
Aries Wealth Management Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 235 holdings in the latest reporting period.