Aries Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on October 23, 2026, Aries Wealth Management disclosed 242 stock positions valued at approximately $519.27M as of quarter-end September 30, 2026. The largest holdings include APPLE INC, VANGUARD INDEX FDS, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 242
- Portfolio Value
- $519.27M
Holdings by Sector
Aries Wealth Management Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 5.46% | 85,115 | -1,222 | -1.42% | $28,344,997 |
| VANGUARD INDEX FDS | VUG | Other | 4.56% | 262,881 | +2,097 | +0.80% | $23,688,207 |
| ISHARES TR | EFA | Other | 4.33% | 216,247 | +6,812 | +3.25% | $22,465,901 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 3.95% | 26,885 | +384 | +1.45% | $20,503,308 |
| VANGUARD INDEX FDS | VB | Other | 3.69% | 67,418 | +781 | +1.17% | $19,179,747 |
| MICROSOFT CORP | MSFT | Technology | 3.52% | 35,601 | +48 | +0.14% | $18,259,831 |
| VANGUARD INDEX FDS | VO | Other | 2.95% | 195,314 | +293 | +0.15% | $15,316,524 |
| ISHARES TR | SGOV | Other | 2.73% | 140,695 | -1,260 | -0.89% | $14,165,173 |
| ISHARES TR | EEM | Other | 2.69% | 208,948 | +6,452 | +3.19% | $13,955,637 |
| CATERPILLAR INC | CAT | Industrials | 2.59% | 16,562 | -963 | -5.50% | $13,428,304 |
| ALPHABET INC | GOOGL | Communication Services | 2.18% | 32,871 | +130 | +0.40% | $11,310,254 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.10% | 43,785 | +358 | +0.82% | $10,909,033 |
| VANGUARD INDEX FDS | VTV | Other | 2.03% | 48,825 | +1,477 | +3.12% | $10,550,106 |
| META PLATFORMS INC | META | Communication Services | 1.52% | 10,909 | -51 | -0.47% | $7,910,989 |
| VANGUARD INDEX FDS | VTI | Other | 1.45% | 20,054 | +17 | +0.08% | $7,505,009 |
| SPDR SERIES TRUST | SDY | Other | 1.30% | 46,076 | -2,439 | -5.03% | $6,749,212 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.29% | 25,384 | -52 | -0.20% | $6,720,160 |
| ISHARES TR | IWV | Other | 1.27% | 15,294 | - | - | $6,601,808 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.24% | 39,584 | -1,828 | -4.41% | $6,442,296 |
| INVESCO EXCH TRADED FD TR II | PXH | Other | 1.17% | 209,863 | -5,701 | -2.64% | $6,100,717 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.11% | 17,495 | +123 | +0.71% | $5,787,871 |
| ISHARES TR | SHY | Other | 1.07% | 68,299 | +1,154 | +1.72% | $5,545,879 |
| SPDR GOLD TR | GLD | Other | 1.06% | 14,420 | +290 | +2.05% | $5,491,713 |
| ISHARES TR | QUAL | Other | 1.01% | 23,584 | - | - | $5,241,308 |
| WALMART INC | WMT | Consumer Defensive | 1.01% | 50,242 | -4,102 | -7.55% | $5,221,149 |
| VISA INC | V | Financial Services | 0.91% | 13,130 | +109 | +0.84% | $4,718,003 |
| WISDOMTREE TR | DGRW | Other | 0.88% | 47,221 | -940 | -1.95% | $4,591,770 |
| ELI LILLY & CO | LLY | Healthcare | 0.87% | 3,889 | -243 | -5.88% | $4,499,884 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.81% | 53,979 | +929 | +1.75% | $4,227,095 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.81% | 14,715 | -105 | -0.71% | $4,186,132 |
Showing 30 of 242 holdings in the latest reporting period.