Aries Wealth Management

Est. AUM

$454.8M

13F long equity, this entity only

Positions

234

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$21.9M	86348	4.82%	SOLE
2	ISHARES TR	MSCI EAFE ETF	$19.1M	196663	4.20%	SOLE
3	VANGUARD INDEX FDS	GROWTH ETF	$18.4M	42177	4.05%	SOLE
4	VANGUARD INDEX FDS	SMALL CP ETF	$17.2M	65524	3.77%	SOLE
5	STATE STR SPDR S&P 500 ETF T	TR UNIT	$16.9M	25909	3.70%	SOLE
6	VANGUARD INDEX FDS	MID CAP ETF	$13.7M	47854	3.02%	SOLE
7	MICROSOFT CORP	COM	$13.3M	35827	2.92%	SOLE
8	CATERPILLAR INC	COM	$12.5M	17590	2.74%	SOLE
9	ISHARES TR	MSCI EMG MKT ETF	$11.2M	197635	2.47%	SOLE
10	ALPHABET INC	CAP STK CL A	$9.4M	32744	2.07%	SOLE
11	ISHARES TR	0-3 MNTH TREASRY	$9.1M	90700	2.01%	SOLE
12	AMAZON COM INC	COM	$9.1M	43607	2.00%	SOLE
13	VANGUARD INDEX FDS	VALUE ETF	$8.7M	44151	1.90%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$7.3M	49715	1.60%	SOLE
15	EXXON MOBIL CORP	COM	$7.0M	41512	1.55%	SOLE
16	WALMART INC	COM	$6.8M	54359	1.49%	SOLE
17	VANGUARD INDEX FDS	TOTAL STK MKT	$6.4M	20096	1.42%	SOLE
18	META PLATFORMS INC	CL A	$6.3M	10970	1.38%	SOLE
19	JOHNSON & JOHNSON	COM	$6.2M	25486	1.37%	SOLE
20	SPDR GOLD TR	GOLD SHS	$6.0M	14057	1.33%	SOLE
21	INVESCO EXCH TRADED FD TR II	RAFI EMRGNG MRKT	$5.8M	215564	1.28%	SOLE
22	ISHARES TR	RUSSELL 3000 ETF	$5.7M	15294	1.25%	SOLE
23	ISHARES TR	1 3 YR TREAS BD	$5.2M	63163	1.15%	SOLE
24	JPMORGAN CHASE & CO	COM	$5.1M	17397	1.13%	SOLE
25	HOME DEPOT INC	COM	$4.9M	14948	1.08%	SOLE
26	ISHARES TR	MSCI USA QLT FCT	$4.5M	23680	1.00%	SOLE
27	WISDOMTREE TR	US QTLY DIV GRT	$4.3M	48627	0.94%	SOLE
28	COSTCO WHOLESALE CORPORATION	COM	$4.0M	4025	0.88%	SOLE
29	VISA INC	COM CL A	$4.0M	13151	0.87%	SOLE
30	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$3.9M	47207	0.86%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$3.9M	126185	0.85%	SOLE
32	ELI LILLY & CO	COM	$3.8M	4080	0.83%	SOLE
33	VANECK ETF TRUST	GOLD MINERS ETF	$3.4M	37409	0.75%	SOLE
34	MERCK & CO INC	COM	$3.1M	25532	0.68%	SOLE
35	ISHARES TR	MSCI ACWI ETF	$3.1M	22077	0.67%	SOLE
36	PROCTER & GAMBLE CO	COM	$2.9M	20390	0.65%	SOLE
37	WASTE MGMT INC DEL	COM	$2.8M	12349	0.62%	SOLE
38	INTERNATIONAL BUSINESS MACHS	COM	$2.8M	11437	0.61%	SOLE
39	ISHARES TR	MSCI USA MIN VOL	$2.7M	29299	0.60%	SOLE
40	ISHARES TR	CORE US AGGBD ET	$2.7M	27057	0.59%	SOLE
41	ISHARES TR	ISHS 1-5YR INVS	$2.7M	50712	0.59%	SOLE
42	ABBVIE INC	COM	$2.7M	12230	0.58%	SOLE
43	CHUBB LTD SWITZ	COM	$2.4M	7422	0.53%	SOLE
44	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.4M	44556	0.53%	SOLE
45	THERMO FISHER SCIENTIFIC INC	COM	$2.4M	4896	0.53%	SOLE
46	TJX COS INC NEW	COM	$2.3M	14450	0.51%	SOLE
47	PEPSICO INC	COM	$2.3M	14494	0.49%	SOLE
48	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.2M	3707	0.49%	SOLE
49	RTX CORPORATION	COM	$2.0M	10607	0.45%	SOLE
50	INVESCO QQQ TR	UNIT SER 1	$2.0M	3526	0.45%	SOLE

1–50 of 234

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.