Aries Wealth Management Portfolio Stock Holdings
Aries Wealth Management disclosed 234 stock positions valued at approximately $454.8 million in its latest SEC 13F filing. The largest holdings include APPLE INC, ISHARES TR, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 234
- Portfolio Value
- $454.8M
Holdings by Sector
Aries Wealth Management Portfolio Holdings in Q1 2026
224 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.82% | 86,348 | -939 | -1.08% | $21,914,259 |
| ISHARES TR | EFA | Other | 4.20% | 196,663 | +19,999 | +11.32% | $19,101,877 |
| VANGUARD INDEX FDS | VUG | Other | 4.05% | 42,177 | +1,686 | +4.16% | $18,422,492 |
| VANGUARD INDEX FDS | VB | Other | 3.77% | 65,524 | +7,489 | +12.90% | $17,162,046 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 3.70% | 25,909 | +817 | +3.26% | $16,849,659 |
| VANGUARD INDEX FDS | VO | Other | 3.02% | 47,854 | +3,358 | +7.55% | $13,742,712 |
| MICROSOFT CORP | MSFT | Technology | 2.92% | 35,827 | +175 | +0.49% | $13,262,137 |
| CATERPILLAR INC | CAT | Industrials | 2.74% | 17,590 | -163 | -0.92% | $12,461,811 |
| ISHARES TR | EEM | Other | 2.47% | 197,635 | +21,405 | +12.15% | $11,223,692 |
| ALPHABET INC | GOOGL | Communication Services | 2.07% | 32,744 | -100 | -0.30% | $9,415,865 |
| ISHARES TR | SGOV | Other | 2.01% | 90,700 | +24,250 | +36.49% | $9,129,862 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.00% | 43,607 | +685 | +1.60% | $9,082,030 |
| VANGUARD INDEX FDS | VTV | Other | 1.90% | 44,151 | +4,430 | +11.15% | $8,662,426 |
| SPDR SERIES TRUST | SDY | Other | 1.60% | 49,715 | -1,055 | -2.08% | $7,255,407 |
| EXXON MOBIL CORP | XOM | Energy | 1.55% | 41,512 | -3,165 | -7.08% | $7,042,926 |
| WALMART INC | WMT | Consumer Defensive | 1.49% | 54,359 | -121 | -0.22% | $6,755,737 |
| VANGUARD INDEX FDS | VTI | Other | 1.42% | 20,096 | +1,356 | +7.24% | $6,446,998 |
| META PLATFORMS INC | META | Communication Services | 1.38% | 10,970 | +474 | +4.52% | $6,276,266 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.37% | 25,486 | -60 | -0.23% | $6,229,798 |
| SPDR GOLD TR | GLD | Other | 1.33% | 14,057 | -441 | -3.04% | $6,048,587 |
| INVESCO EXCH TRADED FD TR II | PXH | Other | 1.28% | 215,564 | +11,280 | +5.52% | $5,800,827 |
| ISHARES TR | IWV | Other | 1.25% | 15,294 | - | - | $5,669,180 |
| ISHARES TR | SHY | Other | 1.15% | 63,163 | +6,193 | +10.87% | $5,215,369 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.13% | 17,397 | - | - | $5,117,502 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.08% | 14,948 | -55 | -0.37% | $4,916,088 |
| ISHARES TR | QUAL | Other | 1.00% | 23,680 | -286 | -1.19% | $4,542,061 |
| WISDOMTREE TR | DGRW | Other | 0.94% | 48,627 | -1,818 | -3.60% | $4,271,396 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.88% | 4,025 | +107 | +2.73% | $4,010,631 |
| VISA INC | V | Financial Services | 0.87% | 13,151 | +35 | +0.27% | $3,974,758 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.86% | 47,207 | -207 | -0.44% | $3,906,379 |
| SPDR SERIES TRUST | FLRN | Other | 0.85% | 126,185 | +3,014 | +2.45% | $3,883,974 |
| ELI LILLY & CO | LLY | Healthcare | 0.83% | 4,080 | - | - | $3,752,662 |
| VANECK ETF TRUST | GDX | Other | 0.75% | 37,409 | -9,955 | -21.02% | $3,433,024 |
| MERCK & CO INC | MRK | Healthcare | 0.68% | 25,532 | -317 | -1.23% | $3,071,244 |
| ISHARES TR | ACWI | Other | 0.67% | 22,077 | +537 | +2.49% | $3,054,794 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.65% | 20,390 | -1,482 | -6.78% | $2,945,132 |
| WASTE MGMT INC DEL | WM | Industrials | 0.62% | 12,349 | -36 | -0.29% | $2,837,677 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.61% | 11,437 | -80 | -0.69% | $2,772,214 |
| ISHARES TR | USMV | Other | 0.60% | 29,299 | -786 | -2.61% | $2,717,189 |
| ISHARES TR | AGG | Other | 0.59% | 27,057 | +793 | +3.02% | $2,685,948 |
| ISHARES TR | IGSB | Other | 0.59% | 50,712 | +818 | +1.64% | $2,665,423 |
| ABBVIE INC | ABBV | Healthcare | 0.58% | 12,230 | -500 | -3.93% | $2,659,903 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.53% | 7,422 | - | - | $2,419,052 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.53% | 44,556 | +2,000 | +4.70% | $2,408,252 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.53% | 4,896 | -28 | -0.57% | $2,406,531 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.51% | 14,450 | - | - | $2,307,665 |
| PEPSICO INC | PEP | Consumer Defensive | 0.49% | 14,494 | -885 | -5.75% | $2,250,773 |
| VANGUARD INDEX FDS | VOO | Other | 0.49% | 3,707 | - | - | $2,215,118 |
| RTX CORPORATION | RTX | Industrials | 0.45% | 10,607 | -26 | -0.24% | $2,046,090 |
| INVESCO QQQ TR | QQQ | Other | 0.45% | 3,526 | - | - | $2,035,137 |
| CHEVRON CORPORATION | CVX | Energy | 0.44% | 9,609 | - | - | $1,988,102 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.44% | 31,000 | - | - | $1,986,480 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 0.42% | 63,702 | +13,241 | +26.24% | $1,910,423 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.41% | 18,306 | +400 | +2.23% | $1,879,477 |
| GE AEROSPACE | GE | Industrials | 0.41% | 6,506 | -522 | -7.43% | $1,846,208 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.40% | 5,804 | - | - | $1,803,825 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.40% | 22,687 | -500 | -2.16% | $1,798,398 |
| IDEXX LABS INC | IDXX | Healthcare | 0.39% | 3,189 | +12 | +0.38% | $1,791,867 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.39% | 35,802 | +4,236 | +13.42% | $1,788,310 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.39% | 28,748 | +17,370 | +152.66% | $1,761,102 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.39% | 34,615 | +1,700 | +5.16% | $1,751,865 |
| GE VERNOVA INC | GEV | Utilities | 0.35% | 1,849 | -131 | -6.62% | $1,613,992 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.35% | 31,470 | +11,800 | +59.99% | $1,604,341 |
| INVESCO EXCH TRADED FD TR II | PXF | Other | 0.35% | 22,932 | -474 | -2.03% | $1,602,947 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.35% | 6,098 | - | - | $1,587,248 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.34% | 3,220 | -127 | -3.79% | $1,543,024 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.34% | 7,587 | - | - | $1,541,527 |
| BLACKROCK INC | BLK | Other | 0.33% | 1,583 | - | - | $1,522,387 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.32% | 19,547 | -62 | -0.32% | $1,467,980 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.32% | 6,735 | - | - | $1,448,429 |
| NVIDIA CORPORATION | NVDA | Technology | 0.32% | 8,286 | -500 | -5.69% | $1,445,078 |
| ISHARES TR | IEFA | Other | 0.31% | 15,639 | - | - | $1,415,799 |
| ALPHABET INC | GOOG | Communication Services | 0.31% | 4,877 | - | - | $1,399,016 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.29% | 17,026 | -130 | -0.76% | $1,335,009 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.29% | 14,114 | -10 | -0.07% | $1,310,908 |
| BROADCOM INC | AVGO | Technology | 0.28% | 4,102 | -246 | -5.66% | $1,269,610 |
| TEXAS INSTRS INC | TXN | Technology | 0.28% | 6,488 | - | - | $1,259,580 |
| UNION PAC CORP | UNP | Industrials | 0.27% | 5,080 | - | - | $1,232,510 |
| KLA CORP | KLAC | Technology | 0.27% | 824 | -17 | -2.02% | $1,213,266 |
| CISCO SYS INC | CSCO | Technology | 0.27% | 15,559 | - | - | $1,207,223 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.26% | 6,158 | +150 | +2.50% | $1,181,843 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.26% | 13,675 | -387 | -2.75% | $1,165,520 |
| SIMPLIFY EXCHANGE TRADED FUN | CTA | Other | 0.26% | 38,506 | -1,800 | -4.47% | $1,163,651 |
| LINDE PLC | LIN | Other | 0.25% | 2,334 | - | - | $1,157,104 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.25% | 19,148 | +3,736 | +24.24% | $1,130,306 |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 0.25% | 5,540 | -4,537 | -45.02% | $1,124,509 |
| INDEPENDENT BK CORP MASS | INDB | Financial Services | 0.25% | 14,872 | - | - | $1,118,523 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.24% | 14,931 | +1,470 | +10.92% | $1,073,987 |
| ISHARES TR | MUB | Other | 0.24% | 10,080 | - | - | $1,069,992 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.23% | 4,484 | - | - | $1,059,480 |
| ISHARES TR | ACWX | Other | 0.23% | 15,436 | +4,134 | +36.58% | $1,056,903 |
| MCKESSON CORP | MCK | Healthcare | 0.23% | 1,208 | - | - | $1,045,355 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.23% | 12,500 | - | - | $1,030,375 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.23% | 5,173 | -105 | -1.99% | $1,025,754 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.22% | 7,590 | - | - | $1,008,711 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.21% | 1,939 | - | - | $968,841 |
| KODIAK SCIENCES INC | KOD | Healthcare | 0.21% | 25,000 | - | - | $953,000 |
| COCA COLA CO | KO | Consumer Defensive | 0.20% | 12,169 | -21 | -0.17% | $925,452 |
| VANGUARD INDEX FDS | VXF | Other | 0.20% | 4,369 | - | - | $899,140 |
| NETFLIX INC. | NFLX | Communication Services | 0.20% | 9,290 | +970 | +11.66% | $893,234 |