Aries Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Aries Wealth Management held in its portfolio 229 assets valued at $451,640,852 (i.e. $451.64M).
The most valuable assets in the portfolio included: APPLE INC ($23.73M), VANGUARD INDEX FDS ($19.75M), and MICROSOFT CORP ($17.24M).
The chart below shows the top 10 valuable assets, and the table below shows the top 229 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Aries Wealth Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 87287 | 23729844 | COM |
| VANGUARD INDEX FDS | 40491 | 19753939 | GROWTH ETF |
| MICROSOFT CORP | 35652 | 17242094 | COM |
| SPDR S&P 500 ETF TR | 25092 | 17110737 | TR UNIT |
| ISHARES TR | 176664 | 16965044 | MSCI EAFE ETF |
| VANGUARD INDEX FDS | 58035 | 14970128 | SMALL CP ETF |
| VANGUARD INDEX FDS | 44496 | 12913629 | MID CAP ETF |
| SPDR SERIES TRUST | 181996 | 11764775 | STATE STREET SPD |
| ALPHABET INC | 32844 | 10280172 | CAP STK CL A |
| CATERPILLAR INC | 17753 | 10170161 | COM |
| AMAZON COM INC | 42922 | 9907256 | COM |
| ISHARES TR | 176230 | 9641543 | MSCI EMG MKT ETF |
| VANGUARD INDEX FDS | 39721 | 7586314 | VALUE ETF |
| META PLATFORMS INC | 10496 | 6928305 | CL A |
| ISHARES TR | 66450 | 6670251 | 0-3 MNTH TREASRY |
| VANGUARD INDEX FDS | 18740 | 6282960 | TOTAL STK MKT |
| WALMART INC | 54480 | 6069617 | COM |
| ISHARES TR | 15294 | 5916484 | RUSSELL 3000 ETF |
| SPDR GOLD TR | 14498 | 5745702 | GOLD SHS |
| JPMORGAN CHASE & CO. | 17397 | 5605661 | COM |
| EXXON MOBIL CORP | 44677 | 5376430 | COM |
| JOHNSON & JOHNSON | 25546 | 5286745 | COM |
| INVESCO EXCH TRADED FD TR II | 204284 | 5272570 | RAFI EMRGNG MRKT |
| HOME DEPOT INC | 15003 | 5162366 | COM |
| ISHARES TR | 23966 | 4760127 | MSCI USA QLT FCT |
| ISHARES TR | 56970 | 4718255 | 1 3 YR TREAS BD |
| VISA INC | 13116 | 4599912 | COM CL A |
| WISDOMTREE TR | 50445 | 4511296 | US QTLY DIV GRT |
| ELI LILLY & CO | 4080 | 4384694 | COM |
| VANECK ETF TRUST | 47364 | 4062410 | GOLD MINERS ETF |
| VANGUARD SCOTTSDALE FDS | 47414 | 3970923 | INT-TERM CORP |
| INTERNATIONAL BUSINESS MACHS | 11517 | 3411451 | COM |
| COSTCO WHSL CORP NEW | 3918 | 3378648 | COM |
| PROCTER AND GAMBLE CO | 21872 | 3134476 | COM |
| ISHARES TR | 21540 | 3047695 | MSCI ACWI ETF |
| ABBVIE INC | 12730 | 2908678 | COM |
| THERMO FISHER SCIENTIFIC INC | 4924 | 2853212 | COM |
| ISHARES TR | 30085 | 2832804 | MSCI USA MIN VOL |
| WASTE MGMT INC DEL | 12385 | 2721108 | COM |
| MERCK & CO INC | 25849 | 2720866 | COM |
| ISHARES TR | 49894 | 2638395 | ISHS 1-5YR INVS |
| ISHARES TR | 26264 | 2623248 | CORE US AGGBD ET |
| VANGUARD INDEX FDS | 3707 | 2324771 | S&P 500 ETF SHS |
| CHUBB LIMITED | 7422 | 2316555 | COM |
| VANGUARD INTL EQUITY INDEX F | 42556 | 2287811 | FTSE EMR MKT ETF |
| ABBOTT LABS | 17906 | 2243443 | COM |
| TJX COS INC NEW | 14450 | 2219665 | COM |
| PEPSICO INC | 15379 | 2207194 | COM |
| INVESCO QQQ TR | 3526 | 2166057 | UNIT SER 1 |
| GE AEROSPACE | 7028 | 2164835 | COM NEW |
| IDEXX LABS INC | 3177 | 2149336 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 50461 | 1954355 | SHS NEW |
| AUTOMATIC DATA PROCESSING IN | 7587 | 1951604 | COM |
| RTX CORPORATION | 10633 | 1950092 | COM |
| VANGUARD TAX-MANAGED FDS | 31000 | 1936570 | VAN FTSE DEV MKT |
| GRAYSCALE ETHEREUM MINI TR E | 65997 | 1851876 | SHS NEW |
| VANGUARD SCOTTSDALE FDS | 23187 | 1848700 | SHRT TRM CORP BD |
| MCDONALDS CORP | 5804 | 1773877 | COM |
| AGNICO EAGLE MINES LTD | 10077 | 1708354 | COM |
| BLACKROCK INC | 1583 | 1694348 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3347 | 1682370 | CL B NEW |
| J P MORGAN EXCHANGE TRADED F | 32915 | 1665170 | ULTRA SHRT ETF |
| NVIDIA CORPORATION | 8786 | 1638589 | COM |
| ROCKET LAB CORP | 22818 | 1591784 | COM |
| VANGUARD MALVERN FDS | 31566 | 1561254 | STRM INFPROIDX |
| INVESCO EXCH TRADED FD TR II | 23406 | 1534146 | RAFI DVLPD MRKTS |
| ALPHABET INC | 4877 | 1530403 | CAP STK CL C |
| BROADCOM INC | 4348 | 1504843 | COM |
| ILLINOIS TOOL WKS INC | 6098 | 1501937 | COM |
| VANGUARD SPECIALIZED FUNDS | 6735 | 1480218 | DIV APP ETF |
| CHEVRON CORP NEW | 9609 | 1464508 | COM |
| VANGUARD INTL EQUITY INDEX F | 19609 | 1442438 | ALLWRLD EX US |
| ACCENTURE PLC IRELAND | 5278 | 1416087 | SHS CLASS A |
| ISHARES TR | 15639 | 1399065 | CORE MSCI EAFE |
| ORACLE CORP | 6968 | 1358133 | COM |
| VANGUARD BD INDEX FDS | 17156 | 1352064 | SHORT TRM BOND |
| GE VERNOVA INC | 1980 | 1294069 | COM |
| CISCO SYS INC | 15559 | 1198510 | COM |
| UNION PAC CORP | 5080 | 1175106 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 15412 | 1174857 | SHS |
| INVESCO EXCHANGE TRADED FD T | 6008 | 1150892 | S&P500 EQL WGT |
| NEXTERA ENERGY INC | 14124 | 1133875 | COM |
| KKR & CO INC | 8864 | 1129983 | COM |
| TEXAS INSTRS INC | 6488 | 1125603 | COM |
| COLGATE PALMOLIVE CO | 14062 | 1111179 | COM |
| MASTERCARD INCORPORATED | 1939 | 1106936 | CL A |
| UBER TECHNOLOGIES INC | 13461 | 1099898 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 40306 | 1098742 | MANAGED FUTURES |
| SELECT SECTOR SPDR TR | 7590 | 1092732 | STATE STREET TEC |
| INDEPENDENT BK CORP MASS | 14872 | 1086846 | COM |
| LOWES COS INC | 4484 | 1081361 | COM |
| ISHARES TR | 10080 | 1079669 | NATIONAL MUN ETF |
| THE CIGNA GROUP | 3827 | 1053305 | COM |
| VANGUARD INTL EQUITY INDEX F | 12500 | 1045125 | FTSE EUROPE ETF |
| KLA CORP | 841 | 1021882 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 19670 | 1001990 | ULTRA SHT MUNCPL |
| LINDE PLC | 2334 | 995194 | SHS |
| MCKESSON CORP | 1208 | 990910 | COM |
| DISNEY WALT CO | 8314 | 945884 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 13720 | 937899 | SHS REP COM UT |
| VANGUARD INDEX FDS | 4369 | 913645 | EXTEND MKT ETF |
| 3M CO | 5703 | 913050 | COM |
| EMERSON ELEC CO | 6820 | 905150 | COM |
| IMPINJ INC | 5000 | 870050 | COM |
| ASTRAZENECA PLC | 9427 | 866624 | SPONSORED ADR |
| COCA COLA CO | 12190 | 852203 | COM |
| GRAYSCALE ETHEREUM TRUST ETF | 32977 | 803649 | SHS |
| NETFLIX INC | 8320 | 780083 | COM |
| ISHARES TR | 7064 | 778100 | TRUST ISHARE 0-1 |
| AMERICAN EXPRESS CO | 2098 | 776155 | COM |
| TRAVELERS COMPANIES INC | 2658 | 770979 | COM |
| SALESFORCE INC | 2903 | 769034 | COM |
| ISHARES TR | 11302 | 758703 | MSCI ACWI EX US |
| PFIZER INC | 30437 | 757881 | COM |
| MONSTER BEVERAGE CORP NEW | 9700 | 743699 | COM |
| AXSOME THERAPEUTICS INC | 4000 | 730560 | COM |
| ISHARES TR | 5976 | 724687 | ESG MSCI LEADR |
| MARSH & MCLENNAN COS INC | 3829 | 710356 | COM |
| KODIAK SCIENCES INC | 25000 | 699000 | COM |
| SELECT SECTOR SPDR TR | 4444 | 687931 | STATE STREET HEA |
| ISHARES TR | 992 | 679460 | CORE S&P500 ETF |
| T-MOBILE US INC | 3265 | 662926 | COM |
| EATON CORP PLC | 2035 | 648168 | SHS |
| WILLIAMS SONOMA INC | 3583 | 639888 | COM |
| HONEYWELL INTL INC | 3234 | 630921 | COM |
| ADOBE INC | 1777 | 621932 | COM |
| STATE STR CORP | 4779 | 616539 | COM |
| MONDELEZ INTL INC | 11352 | 611078 | CL A |
| GRAYSCALE COINDESK CRYPTO | 14598 | 603236 | USD SHS |
| ARES MANAGEMENT CORPORATION | 3726 | 602233 | CL A COM STK |
| SHELL PLC | 7997 | 587620 | SPON ADS |
| BRISTOL-MYERS SQUIBB CO | 10803 | 582714 | COM |
| ISHARES TR | 1205 | 570327 | RUS 1000 GRW ETF |
| VANGUARD BD INDEX FDS | 7677 | 568635 | TOTAL BND MRKT |
| GOLDMAN SACHS GROUP INC | 644 | 566076 | COM |
| ISHARES GOLD TR | 6635 | 538563 | ISHARES NEW |
| HUBBELL INC | 1206 | 535597 | COM |
| AMERIPRISE FINL INC | 1081 | 530058 | COM |
| DANAHER CORPORATION | 2257 | 516672 | COM |
| ISHARES INC | 7673 | 515779 | CORE MSCI EMKT |
| FIRST TR EXCHANGE-TRADED FD | 8500 | 509405 | FIRST TR ENH NEW |
| SELECT SECTOR SPDR TR | 11378 | 508710 | STATE STREET ENE |
| CONSTELLATION ENERGY CORP | 1438 | 508002 | COM |
| ISHARES TR | 5840 | 503700 | MSCI EAFE MIN VL |
| SELECT SECTOR SPDR TR | 9137 | 500433 | STATE STREET FIN |
| TOTALENERGIES SE | 7439 | 486445 | ACT |
| FIRST TR EXCHANGE TRADED FD | 4975 | 481779 | NASD TECH DIV |
| HARTFORD INSURANCE GROUP INC | 3456 | 476237 | COM |
| NXP SEMICONDUCTORS N V | 2182 | 473625 | COM |
| LAM RESEARCH CORP | 2760 | 472457 | COM NEW |
| RENAISSANCERE HLDGS LTD | 1678 | 471786 | COM |
| ISHARES TR | 7071 | 466686 | CORE S&P MCP ETF |
| VANGUARD SCOTTSDALE FDS | 7890 | 463380 | SHORT TERM TREAS |
| OREILLY AUTOMOTIVE INC | 4965 | 452858 | COM |
| INTUITIVE SURGICAL INC | 785 | 444593 | COM NEW |
| UNUM GROUP | 5736 | 444540 | COM |
| ISHARES INC | 6887 | 441043 | MSCI EMERG MRKT |
| FEDEX CORP | 1500 | 433290 | COM |
| VANGUARD SCOTTSDALE FDS | 6956 | 416873 | INTER TERM TREAS |
| INTEL CORP | 11131 | 410734 | COM |
| PARKER-HANNIFIN CORP | 464 | 407837 | COM |
| ECOLAB INC | 1549 | 406643 | COM |
| UNITED RENTALS INC | 500 | 404660 | COM |
| NUCOR CORP | 2455 | 400435 | COM |
| ISHARES SILVER TR | 6100 | 392962 | ISHARES |
| ISHARES TR | 3238 | 386455 | 3 7 YR TREAS BD |
| PHILLIPS 66 | 2973 | 383636 | COM |
| XYLEM INC | 2800 | 381304 | COM |
| REPUBLIC SVCS INC | 1775 | 376176 | COM |
| CHECK POINT SOFTWARE TECH LT | 2023 | 375388 | ORD |
| AFLAC INC | 3362 | 370728 | COM |
| LOCKHEED MARTIN CORP | 748 | 361785 | COM |
| ALIBABA GROUP HLDG LTD | 2430 | 356189 | SPONSORED ADS |
| MERCADOLIBRE INC | 175 | 352496 | COM |
| INVESCO EXCHANGE TRADED FD T | 7540 | 351930 | S&P500 PUR GWT |
| SELECT SECTOR SPDR TR | 2930 | 349871 | STATE STREET CON |
| CONOCOPHILLIPS | 3709 | 347199 | COM |
| FS KKR CAP CORP | 22565 | 334188 | COM |
| DBX ETF TR | 5627 | 332327 | XTRCKR RUSL 1000 |
| DBX ETF TR | 9185 | 323212 | XTRACKERS MSCI |
| ISHARES TR | 2500 | 322900 | EXPND TEC SC ETF |
| MORGAN STANLEY | 1707 | 303044 | COM NEW |
| ALLSTATE CORP | 1443 | 300360 | COM |
| ISHARES TR | 2446 | 293960 | CORE S&P SCP ETF |
| AMGEN INC | 898 | 293924 | COM |
| WILLIAMS COS INC | 4837 | 290752 | COM |
| TESLA INC | 644 | 289620 | COM |
| STRYKER CORPORATION | 810 | 284691 | COM |
| KIMBERLY-CLARK CORP | 2732 | 275631 | COM |
| VERTEX PHARMACEUTICALS INC | 605 | 274283 | COM |
| CHURCH & DWIGHT CO INC | 3202 | 268488 | COM |
| TOAST INC | 7510 | 266680 | CL A |
| SHERWIN WILLIAMS CO | 821 | 266029 | COM |
| ISHARES TR | 4560 | 264983 | ESG MSCI EM LDRS |
| COGNIZANT TECHNOLOGY SOLUTIO | 3189 | 264687 | CL A |
| WELLS FARGO CO NEW | 2830 | 263756 | COM |
| SELECT SECTOR SPDR TR | 2209 | 260043 | STATE STREET COM |
| HEXCEL CORP NEW | 3500 | 258650 | COM |
| QUALCOMM INC | 1511 | 258457 | COM |
| INTUIT | 388 | 257019 | COM |
| UNITEDHEALTH GROUP INC | 778 | 256826 | COM |
| ROCKWELL AUTOMATION INC | 660 | 256786 | COM |
| CROWN CASTLE INC | 2829 | 251413 | COM |
| COUPANG INC | 10320 | 243449 | CL A |
| TEXTRON INC | 2771 | 241548 | COM |
| CUMMINS INC | 465 | 237359 | COM |
| DELL TECHNOLOGIES INC | 1881 | 236780 | CL C |
| CENCORA INC | 700 | 236425 | COM |
| SELECT SECTOR SPDR TR | 5498 | 234710 | STATE STREET UTI |
| CROWDSTRIKE HLDGS INC | 500 | 234380 | CL A |
| AMERICAN ELEC PWR CO INC | 2000 | 230620 | COM |
| PAYCHEX INC | 2039 | 228735 | COM |
| VANGUARD WORLD FD | 300 | 226134 | INF TECH ETF |
| BLACKROCK ETF TRUST | 8590 | 219990 | DYNAMIC EQTY ACT |
| QUANTA SVCS INC | 521 | 219893 | COM |
| MOHAWK INDS INC | 2000 | 218600 | COM |
| TTM TECHNOLOGIES INC | 3128 | 215832 | COM |
| ALTRIA GROUP INC | 3570 | 205846 | COM |
| BLACKSTONE INC | 1333 | 205469 | COM |
| VERASTEM INC | 26249 | 202642 | COM NEW |
| CPS TECHNOLOGIES CORP | 43900 | 135651 | COM |
| GRAYSCALE SOLANA TR ETF | 11450 | 104195 | SHS |
| COTY INC | 20000 | 61600 | COM CL A |
| NIO INC | 10000 | 51000 | SPON ADS |
| EDITAS MEDICINE INC | 12500 | 25625 | COM |
| FUBOTV INC | 10000 | 25200 | CLASS A COM SHS |
| AMERICAN BITCOIN CORP. | 10000 | 17000 | COM CL A |
| CANOPY GROWTH CORP | 10020 | 11405 | COM NEW |
| TSCAN THERAPEUTICS INC | 10000 | 10000 | COM |
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