Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $25M | 4.9% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $22.5M | 4.4% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $21.8M | 4.3% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $20.2M | 4.0% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $19.8M | 3.9% |
| Caterpillar Inc.COM | COM | $18.7M | 3.7% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $15.7M | 3.1% |
| iShares TR0-3 MTH TREASURY | 0-3 MTH TREASURY | $14.3M | 2.8% |
| iShares TRMSCI EMG MKT ETF | MSCI EMG MKT ETF | $13.9M | 2.7% |
| Microsoft Corp.COM | COM | $13.3M | 2.6% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $11.7M | 2.3% |
| Amazon Com Inc.COM | COM | $10.4M | 2.0% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $10.3M | 2.0% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $7.41M | 1.5% |
| SPDR Series TrustST STR SP DIV | ST STR SP DIV | $7.38M | 1.4% |
| iShares TRRUSSELL 3000 ETF | RUSSELL 3000 ETF | $6.52M | 1.3% |
| Johnson & JohnsonCOM | COM | $6.46M | 1.3% |
| Meta Platforms Inc.CL A | CL A | $6.17M | 1.2% |
| Walmart Inc.COM | COM | $6.16M | 1.2% |
| Invesco Exch Traded FD TR IIRAFI EMRGNG MRKT | RAFI EMRGNG MRKT | $6.01M | 1.2% |
| JPMORGAN Chase & COCOM | COM | $5.69M | 1.1% |
| Exxon Mobil Corp.COM | COM | $5.66M | 1.1% |
| iShares TR1 3 YR TREAS BD | 1 3 YR TREAS BD | $5.51M | 1.1% |
| Home Depot Inc.COM | COM | $5.23M | 1.0% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $5.21M | 1.0% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $5.18M | 1.0% |
| Eli Lilly & COCOM | COM | $4.96M | 1.0% |
| Wisdomtree TRUS QTLY DIV GRT | US QTLY DIV GRT | $4.61M | 0.9% |
| Visa Inc.COM CL A | COM CL A | $4.47M | 0.9% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $4.38M | 0.9% |
| SPDR Series TrustST STR RATE ETF | ST STR RATE ETF | $3.81M | 0.7% |
| Costco Wholesale CorporationCOM | COM | $3.77M | 0.7% |
| iShares TRMSCI ACWI ETF | MSCI ACWI ETF | $3.5M | 0.7% |
| Merck & CO Inc.COM | COM | $3.28M | 0.6% |
| International Business MachsCOM | COM | $3.24M | 0.6% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $3.07M | 0.6% |
| Abbvie Inc.COM | COM | $2.95M | 0.6% |
| Procter & Gamble COCOM | COM | $2.95M | 0.6% |
| Vaneck ETF TrustGOLD MINERS ETF | GOLD MINERS ETF | $2.91M | 0.6% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $2.83M | 0.6% |
| iShares TRMSCI USA MIN ETF | MSCI USA MIN ETF | $2.79M | 0.5% |
| Waste Mgmt Inc. DelCOM | COM | $2.75M | 0.5% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $2.73M | 0.5% |
| iShares TRISHS 1-5YR INVS | ISHS 1-5YR INVS | $2.58M | 0.5% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $2.56M | 0.5% |
| Chubb LimitedCOM | COM | $2.52M | 0.5% |
| KLA Corp.COM NEW | COM NEW | $2.49M | 0.5% |
| Thermo Fisher Scientific Inc.COM | COM | $2.38M | 0.5% |
| GE AerospaceCOM NEW | COM NEW | $2.24M | 0.4% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $2.21M | 0.4% |
Apple Inc.COM$25M
- Class
- COM
- Share
- 4.9%
Vanguard Index FdsGROWTH ETF$22.5M
- Class
- GROWTH ETF
- Share
- 4.4%
iShares TRMSCI EAFE ETF$21.8M
- Class
- MSCI EAFE ETF
- Share
- 4.3%
Vanguard Index FdsSMALL CP ETF$20.2M
- Class
- SMALL CP ETF
- Share
- 4.0%
State Str SPDR S&P 500 ETF TTR UNIT$19.8M
- Class
- TR UNIT
- Share
- 3.9%
Caterpillar Inc.COM$18.7M
- Class
- COM
- Share
- 3.7%
Vanguard Index FdsMID CAP ETF$15.7M
- Class
- MID CAP ETF
- Share
- 3.1%
iShares TR0-3 MTH TREASURY$14.3M
- Class
- 0-3 MTH TREASURY
- Share
- 2.8%
iShares TRMSCI EMG MKT ETF$13.9M
- Class
- MSCI EMG MKT ETF
- Share
- 2.7%
Microsoft Corp.COM$13.3M
- Class
- COM
- Share
- 2.6%
Alphabet Inc.CAP STK CL A$11.7M
- Class
- CAP STK CL A
- Share
- 2.3%
Amazon Com Inc.COM$10.4M
- Class
- COM
- Share
- 2.0%
Vanguard Index FdsVALUE ETF$10.3M
- Class
- VALUE ETF
- Share
- 2.0%
Vanguard Index FdsTOTAL STK MKT$7.41M
- Class
- TOTAL STK MKT
- Share
- 1.5%
SPDR Series TrustST STR SP DIV$7.38M
- Class
- ST STR SP DIV
- Share
- 1.4%
iShares TRRUSSELL 3000 ETF$6.52M
- Class
- RUSSELL 3000 ETF
- Share
- 1.3%
Johnson & JohnsonCOM$6.46M
- Class
- COM
- Share
- 1.3%
Meta Platforms Inc.CL A$6.17M
- Class
- CL A
- Share
- 1.2%
Walmart Inc.COM$6.16M
- Class
- COM
- Share
- 1.2%
Invesco Exch Traded FD TR IIRAFI EMRGNG MRKT$6.01M
- Class
- RAFI EMRGNG MRKT
- Share
- 1.2%
JPMORGAN Chase & COCOM$5.69M
- Class
- COM
- Share
- 1.1%
Exxon Mobil Corp.COM$5.66M
- Class
- COM
- Share
- 1.1%
iShares TR1 3 YR TREAS BD$5.51M
- Class
- 1 3 YR TREAS BD
- Share
- 1.1%
Home Depot Inc.COM$5.23M
- Class
- COM
- Share
- 1.0%
SPDR Gold TRGOLD SHS$5.21M
- Class
- GOLD SHS
- Share
- 1.0%
iShares TRMSCI USA QLT FCT$5.18M
- Class
- MSCI USA QLT FCT
- Share
- 1.0%
Eli Lilly & COCOM$4.96M
- Class
- COM
- Share
- 1.0%
Wisdomtree TRUS QTLY DIV GRT$4.61M
- Class
- US QTLY DIV GRT
- Share
- 0.9%
Visa Inc.COM CL A$4.47M
- Class
- COM CL A
- Share
- 0.9%
Vanguard Scottsdale FdsINT-TERM CORP$4.38M
- Class
- INT-TERM CORP
- Share
- 0.9%
SPDR Series TrustST STR RATE ETF$3.81M
- Class
- ST STR RATE ETF
- Share
- 0.7%
Costco Wholesale CorporationCOM$3.77M
- Class
- COM
- Share
- 0.7%
iShares TRMSCI ACWI ETF$3.5M
- Class
- MSCI ACWI ETF
- Share
- 0.7%
Merck & CO Inc.COM$3.28M
- Class
- COM
- Share
- 0.6%
International Business MachsCOM$3.24M
- Class
- COM
- Share
- 0.6%
iShares TRCORE US AGGBD ET$3.07M
- Class
- CORE US AGGBD ET
- Share
- 0.6%
Abbvie Inc.COM$2.95M
- Class
- COM
- Share
- 0.6%
Procter & Gamble COCOM$2.95M
- Class
- COM
- Share
- 0.6%
Vaneck ETF TrustGOLD MINERS ETF$2.91M
- Class
- GOLD MINERS ETF
- Share
- 0.6%
Invesco Qqq TRUNIT SER 1$2.83M
- Class
- UNIT SER 1
- Share
- 0.6%
iShares TRMSCI USA MIN ETF$2.79M
- Class
- MSCI USA MIN ETF
- Share
- 0.5%
Waste Mgmt Inc. DelCOM$2.75M
- Class
- COM
- Share
- 0.5%
Vanguard Index FdsS&P 500 ETF SHS$2.73M
- Class
- S&P 500 ETF SHS
- Share
- 0.5%
iShares TRISHS 1-5YR INVS$2.58M
- Class
- ISHS 1-5YR INVS
- Share
- 0.5%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$2.56M
- Class
- FTSE EMR MKT ETF
- Share
- 0.5%
Chubb LimitedCOM$2.52M
- Class
- COM
- Share
- 0.5%
KLA Corp.COM NEW$2.49M
- Class
- COM NEW
- Share
- 0.5%
Thermo Fisher Scientific Inc.COM$2.38M
- Class
- COM
- Share
- 0.5%
GE AerospaceCOM NEW$2.24M
- Class
- COM NEW
- Share
- 0.4%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$2.21M
- Class
- VAN FTSE DEV MKT
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 242 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1729515
- File number
- 028-18258
- Options
- 0 call, 0 put
- In the 25 largest
- 57.1%
- Prior quarter
- $455M at 31 March 2026
- Positions opened
- 13
- Positions closed
- 5
Common questions
What are Aries Wealth Management’s 13F holdings worth?
$509 million across 242 positions for the quarter ended 30 June 2026.
What is Aries Wealth Management’s largest 13F holding?
APPLE INC (COM) was the largest position at $25 million, or 4.9% of reported 13F value, as of 30 June 2026.
How concentrated is Aries Wealth Management’s 13F portfolio?
The ten largest positions accounted for 36.3% of reported value and the twenty-five largest for 57.1%, across 242 positions as of 30 June 2026.
Does Form 13F show everything Aries Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Aries Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.