Aries Wealth Management — 13F Holdings & Portfolio
CIK 1729515 · latest 13F-HR filed 2026-05-15
Aries Wealth Management manages $454.8M in 13F-reported U.S. long-equity assets across 234 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (4.82%), EFA (4.20%), VUG (4.05%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 13 new positions, exited 12, added to 69, and trimmed 80.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$454.8M
Long-equity book
234
Distinct positions
2026-03-31
Filed 2026-05-15
+13 / −12 / ↑69 / ↓80
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$2.5M +36.9%
- CATERPILLAR INC$2.3M +22.5%
- VANGUARD INDEX FDS$2.2M +14.6%
- ISHARES TR$2.1M +12.6%
- EXXON MOBIL CORP$1.7M +31.0%
Top Trims
- MICROSOFT CORP-$4.0M -23.1%
- APPLE INC-$1.8M -7.7%
- VANGUARD INDEX FDS-$1.3M -6.7%
- ALPHABET INC-$864.3K -8.4%
- AMAZON COM INC-$825.2K -8.3%
New Positions
- ASTRAZENECA PLC$899.5K
- SERVICENOW INC$829.7K
- PTC INC$626.2K
- INVESCO EXCH TRADED FD TR II$381.6K
- SYNOPSYS INC$296.6K
Exited Positions
- ASTRAZENECA PLC$866.6K
- ADOBE INC$621.9K
- ISHARES SILVER TR$393.0K
- COGNIZANT TECHNOLOGY SOLUTIO$264.7K
- QUALCOMM INC$258.5K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $21.9M | 4.82% | 86,348 | SH |
| 2 | ISHARES TR | EFA | 464287465 | $19.1M | 4.20% | 196,663 | SH |
| 3 | VANGUARD INDEX FDS | VUG | 922908736 | $18.4M | 4.05% | 42,177 | SH |
| 4 | VANGUARD INDEX FDS | VB | 922908751 | $17.2M | 3.77% | 65,524 | SH |
| 5 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $16.8M | 3.70% | 25,909 | SH |
| 6 | VANGUARD INDEX FDS | VO | 922908629 | $13.7M | 3.02% | 47,854 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $13.3M | 2.92% | 35,827 | SH |
| 8 | CATERPILLAR INC | CAT | 149123101 | $12.5M | 2.74% | 17,590 | SH |
| 9 | ISHARES TR | EEM | 464287234 | $11.2M | 2.47% | 197,635 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $9.4M | 2.07% | 32,744 | SH |
| 11 | ISHARES TR | SGOV | 46436E718 | $9.1M | 2.01% | 90,700 | SH |
| 12 | AMAZON COM INC | AMZN | 023135106 | $9.1M | 2.00% | 43,607 | SH |
| 13 | VANGUARD INDEX FDS | VTV | 922908744 | $8.7M | 1.90% | 44,151 | SH |
| 14 | SPDR SERIES TRUST | SDY | 78464A763 | $7.3M | 1.60% | 49,715 | SH |
| 15 | EXXON MOBIL CORP | XOM | 30231G102 | $7.0M | 1.55% | 41,512 | SH |
| 16 | WALMART INC | WMT | 931142103 | $6.8M | 1.49% | 54,359 | SH |
| 17 | VANGUARD INDEX FDS | VTI | 922908769 | $6.4M | 1.42% | 20,096 | SH |
| 18 | META PLATFORMS INC | META | 30303M102 | $6.3M | 1.38% | 10,970 | SH |
| 19 | JOHNSON & JOHNSON | JNJ | 478160104 | $6.2M | 1.37% | 25,486 | SH |
| 20 | SPDR GOLD TR | GLD | 78463V107 | $6.0M | 1.33% | 14,057 | SH |
| 21 | INVESCO EXCH TRADED FD TR II | PXH | 46138E727 | $5.8M | 1.28% | 215,564 | SH |
| 22 | ISHARES TR | IWV | 464287689 | $5.7M | 1.25% | 15,294 | SH |
| 23 | ISHARES TR | SHY | 464287457 | $5.2M | 1.15% | 63,163 | SH |
| 24 | JPMORGAN CHASE & CO | JPM | 46625H100 | $5.1M | 1.13% | 17,397 | SH |
| 25 | HOME DEPOT INC | HD | 437076102 | $4.9M | 1.08% | 14,948 | SH |
| 26 | ISHARES TR | QUAL | 46432F339 | $4.5M | 1.00% | 23,680 | SH |
| 27 | WISDOMTREE TR | DGRW | 97717X669 | $4.3M | 0.94% | 48,627 | SH |
| 28 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $4.0M | 0.88% | 4,025 | SH |
| 29 | VISA INC | V | 92826C839 | $4.0M | 0.87% | 13,151 | SH |
| 30 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $3.9M | 0.86% | 47,207 | SH |
| 31 | SPDR SERIES TRUST | FLRN | 78468R200 | $3.9M | 0.85% | 126,185 | SH |
| 32 | ELI LILLY & CO | LLY | 532457108 | $3.8M | 0.83% | 4,080 | SH |
| 33 | VANECK ETF TRUST | GDX | 92189F106 | $3.4M | 0.75% | 37,409 | SH |
| 34 | MERCK & CO INC | MRK | 58933Y105 | $3.1M | 0.68% | 25,532 | SH |
| 35 | ISHARES TR | ACWI | 464288257 | $3.1M | 0.67% | 22,077 | SH |
| 36 | PROCTER & GAMBLE CO | PG | 742718109 | $2.9M | 0.65% | 20,390 | SH |
| 37 | WASTE MGMT INC DEL | WM | 94106L109 | $2.8M | 0.62% | 12,349 | SH |
| 38 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $2.8M | 0.61% | 11,437 | SH |
| 39 | ISHARES TR | USMV | 46429B697 | $2.7M | 0.60% | 29,299 | SH |
| 40 | ISHARES TR | AGG | 464287226 | $2.7M | 0.59% | 27,057 | SH |
| 41 | ISHARES TR | IGSB | 464288646 | $2.7M | 0.59% | 50,712 | SH |
| 42 | ABBVIE INC | ABBV | 00287Y109 | $2.7M | 0.58% | 12,230 | SH |
| 43 | CHUBB LTD SWITZ | CB | H1467J104 | $2.4M | 0.53% | 7,422 | SH |
| 44 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $2.4M | 0.53% | 44,556 | SH |
| 45 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $2.4M | 0.53% | 4,896 | SH |
| 46 | TJX COS INC NEW | TJX | 872540109 | $2.3M | 0.51% | 14,450 | SH |
| 47 | PEPSICO INC | PEP | 713448108 | $2.3M | 0.49% | 14,494 | SH |
| 48 | VANGUARD INDEX FDS | VOO | 922908363 | $2.2M | 0.49% | 3,707 | SH |
| 49 | RTX CORPORATION | RTX | 75513E101 | $2.0M | 0.45% | 10,607 | SH |
| 50 | INVESCO QQQ TR | QQQ | 46090E103 | $2.0M | 0.45% | 3,526 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $454.8M | 234 | 0001172661-26-001991 |
| 2025-12-31 | 2026-01-30 | $451.6M | 233 | 0001172661-26-000402 |
| 2025-09-30 | 2025-11-10 | $422.6M | 231 | 0001172661-25-004662 |