Aries Wealth Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$454.8M
Q ending 2026-03-31
Prior quarter
$451.6M
Q ending 2025-12-31
Change
+0.7% QoQ · +23.5% YoY
Positions
234
reported holdings
Largest positions
Top 100 of 234 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $21.9M | 86K |
| Ishares Tr | EFA | Shares | $19.1M | 197K |
| Vanguard Index Fds | VUG | Shares | $18.4M | 42K |
| Vanguard Index Fds | VB | Shares | $17.2M | 66K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $16.8M | 26K |
| Vanguard Index Fds | VO | Shares | $13.7M | 48K |
| Microsoft Corp | MSFT | Shares | $13.3M | 36K |
| Caterpillar Inc | CAT | Shares | $12.5M | 18K |
| Ishares Tr | EEM | Shares | $11.2M | 198K |
| Alphabet Inc | GOOGL | Shares | $9.4M | 33K |
| Ishares Tr | SGOV | Shares | $9.1M | 91K |
| Amazon Com Inc | AMZN | Shares | $9.1M | 44K |
| Vanguard Index Fds | VTV | Shares | $8.7M | 44K |
| Spdr Series Trust | SDY | Shares | $7.3M | 50K |
| Exxon Mobil Corp | XOM | Shares | $7.0M | 42K |
| Walmart Inc | WMT | Shares | $6.8M | 54K |
| Vanguard Index Fds | VTI | Shares | $6.4M | 20K |
| Meta Platforms Inc | META | Shares | $6.3M | 11K |
| Johnson & Johnson | JNJ | Shares | $6.2M | 25K |
| Spdr Gold Tr | GLD | Shares | $6.0M | 14K |
| Invesco Exch Traded Fd Tr Ii | PXH | Shares | $5.8M | 216K |
| Ishares Tr | IWV | Shares | $5.7M | 15K |
| Ishares Tr | SHY | Shares | $5.2M | 63K |
| Jpmorgan Chase & Co | JPM | Shares | $5.1M | 17K |
| Home Depot Inc | HD | Shares | $4.9M | 15K |
| Ishares Tr | QUAL | Shares | $4.5M | 24K |
| Wisdomtree Tr | DGRW | Shares | $4.3M | 49K |
| Costco Wholesale Corporation | COST | Shares | $4.0M | 4K |
| Visa Inc | V | Shares | $4.0M | 13K |
| Vanguard Scottsdale Fds | VCIT | Shares | $3.9M | 47K |
| Spdr Series Trust | FLRN | Shares | $3.9M | 126K |
| Eli Lilly & Co | LLY | Shares | $3.8M | 4K |
| Vaneck Etf Trust | GDX | Shares | $3.4M | 37K |
| Merck & Co Inc | MRK | Shares | $3.1M | 26K |
| Ishares Tr | ACWI | Shares | $3.1M | 22K |
| Procter & Gamble Co | PG | Shares | $2.9M | 20K |
| Waste Mgmt Inc Del | WM | Shares | $2.8M | 12K |
| International Business Machs | IBM | Shares | $2.8M | 11K |
| Ishares Tr | USMV | Shares | $2.7M | 29K |
| Ishares Tr | AGG | Shares | $2.7M | 27K |
| Ishares Tr | IGSB | Shares | $2.7M | 51K |
| Abbvie Inc | ABBV | Shares | $2.7M | 12K |
| Chubb Ltd Switz | Shares | $2.4M | 7K | |
| Vanguard Intl Equity Index F | VWO | Shares | $2.4M | 45K |
| Thermo Fisher Scientific Inc | TMO | Shares | $2.4M | 5K |
| Tjx Cos Inc New | TJX | Shares | $2.3M | 14K |
| Pepsico Inc | PEP | Shares | $2.3M | 14K |
| Vanguard Index Fds | VOO | Shares | $2.2M | 4K |
| Rtx Corporation | RTX | Shares | $2.0M | 11K |
| Invesco Qqq Tr | QQQ | Shares | $2.0M | 4K |
| Chevron Corporation | CVX | Shares | $2.0M | 10K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.0M | 31K |
| Grayscale Bitcoin Mini Tr Et | BTC | Shares | $1.9M | 64K |
| Abbott Laboratories | ABT | Shares | $1.9M | 18K |
| Grayscale Ethereum Staking | ETH | Shares | $1.9M | 94K |
| Ge Aerospace | GE | Shares | $1.8M | 7K |
| Mcdonalds Corp | MCD | Shares | $1.8M | 6K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.8M | 23K |
| Idexx Labs Inc | IDXX | Shares | $1.8M | 3K |
| Vanguard Malvern Fds | VTIP | Shares | $1.8M | 36K |
| Select Sector Spdr Tr | XLE | Shares | $1.8M | 29K |
| J P Morgan Exchange Traded F | JPST | Shares | $1.8M | 35K |
| Ge Vernova Inc | GEV | Shares | $1.6M | 2K |
| J P Morgan Exchange Traded F | JMST | Shares | $1.6M | 31K |
| Invesco Exch Traded Fd Tr Ii | PXF | Shares | $1.6M | 23K |
| Illinois Tool Wks Inc | ITW | Shares | $1.6M | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.5M | 3K |
| Automatic Data Processing In | ADP | Shares | $1.5M | 8K |
| Blackrock Inc | BLK | Shares | $1.5M | 2K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.5M | 20K |
| Vanguard Specialized Funds | VIG | Shares | $1.4M | 7K |
| Nvidia Corporation | NVDA | Shares | $1.4M | 8K |
| Ishares Tr | IEFA | Shares | $1.4M | 16K |
| Alphabet Inc | GOOG | Shares | $1.4M | 5K |
| Vanguard Bd Index Fds | BSV | Shares | $1.3M | 17K |
| Nextera Energy Inc | NEE | Shares | $1.3M | 14K |
| Broadcom Inc | AVGO | Shares | $1.3M | 4K |
| Texas Instrs Inc | TXN | Shares | $1.3M | 6K |
| Union Pac Corp | UNP | Shares | $1.2M | 5K |
| Kla Corp | KLAC | Shares | $1.2M | 824 |
| Cisco Sys Inc | CSCO | Shares | $1.2M | 16K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.2M | 6K |
| Colgate Palmolive Co | CL | Shares | $1.2M | 14K |
| Simplify Exchange Traded Fun | CTA | Shares | $1.2M | 39K |
| Linde Plc | Shares | $1.2M | 2K | |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $1.1M | 19K |
| Agnico Eagle Mines Ltd | AEM | Shares | $1.1M | 6K |
| Independent Bk Corp Mass | INDB | Shares | $1.1M | 15K |
| Uber Technologies Inc | UBER | Shares | $1.1M | 15K |
| Ishares Tr | MUB | Shares | $1.1M | 10K |
| Lowes Cos Inc | LOW | Shares | $1.1M | 4K |
| Rocket Lab Corp | RKLB | Shares | $1.1M | 16K |
| Ishares Tr | ACWX | Shares | $1.1M | 15K |
| Mckesson Corp | MCK | Shares | $1.0M | 1K |
| Vanguard Intl Equity Index F | VGK | Shares | $1.0M | 13K |
| Accenture Plc Ireland | Shares | $1.0M | 5K | |
| Select Sector Spdr Tr | XLK | Shares | $1.0M | 8K |
| Mastercard Incorporated | MA | Shares | $969K | 2K |
| Kodiak Sciences Inc | KOD | Shares | $953K | 25K |
| Coca Cola Co | KO | Shares | $925K | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.