# Aries Wealth Management

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1729515. Source: https://holderbook.com/funds/1729515-aries-wealth-management/

- Reported value: $509.3M
- Positions: 242
- Weight of the ten largest: 36.3%
- Filed: 2026-07-24

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $25.0M | 86,337 | 4.9% | 31 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $22.5M | 260,784 | 4.4% | 17 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $21.8M | 209,435 | 4.3% | 17 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $20.2M | 66,637 | 4.0% | 17 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $19.8M | 26,501 | 3.9% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $18.7M | 17,525 | 3.7% | 17 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $15.7M | 195,021 | 3.1% | 31 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $14.3M | 141,955 | 2.8% | 3 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $13.9M | 202,496 | 2.7% | 17 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $13.3M | 35,553 | 2.6% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $11.7M | 32,741 | 2.3% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $10.4M | 43,427 | 2.0% | 31 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $10.3M | 47,348 | 2.0% | 12 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $7.4M | 20,037 | 1.5% | 17 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $7.4M | 48,515 | 1.4% | 17 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $6.5M | 15,294 | 1.3% | 17 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $6.5M | 25,436 | 1.3% | 17 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $6.2M | 10,960 | 1.2% | 17 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $6.2M | 54,344 | 1.2% | 17 |
| INVESCO EXCH TRADED FD TR II | [PXH](https://holderbook.com/stocks/PXH/) | $6.0M | 215,564 | 1.2% | 17 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $5.7M | 17,372 | 1.1% | 17 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $5.7M | 41,412 | 1.1% | 17 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $5.5M | 67,145 | 1.1% | 17 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $5.2M | 14,820 | 1.0% | 17 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $5.2M | 14,130 | 1.0% | 17 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $5.2M | 23,584 | 1.0% | 17 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $5.0M | 4,132 | 1.0% | 17 |
| WISDOMTREE TR | [DGRW](https://holderbook.com/stocks/DGRW/) | $4.6M | 48,161 | 0.9% | 17 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $4.5M | 13,021 | 0.9% | 31 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $4.4M | 53,050 | 0.9% | 16 |
| SPDR SERIES TRUST | [FLRN](https://holderbook.com/stocks/FLRN/) | $3.8M | 123,585 | 0.7% | 17 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $3.8M | 4,025 | 0.7% | 17 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $3.5M | 22,305 | 0.7% | 17 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $3.3M | 25,514 | 0.6% | 17 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $3.2M | 11,537 | 0.6% | 17 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $3.1M | 31,049 | 0.6% | 10 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $3.0M | 11,730 | 0.6% | 17 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.9M | 20,088 | 0.6% | 17 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $2.9M | 38,609 | 0.6% | 17 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $2.8M | 3,838 | 0.6% | 25 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $2.8M | 28,880 | 0.5% | 17 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $2.8M | 12,349 | 0.5% | 17 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $2.7M | 3,978 | 0.5% | 17 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $2.6M | 49,269 | 0.5% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $2.6M | 42,906 | 0.5% | 17 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $2.5M | 7,398 | 0.5% | 17 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $2.5M | 8,240 | 0.5% | 8 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $2.4M | 4,748 | 0.5% | 17 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $2.2M | 5,984 | 0.4% | 17 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $2.2M | 31,000 | 0.4% | 17 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $2.2M | 14,450 | 0.4% | 17 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $2.2M | 1,849 | 0.4% | 9 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $2.0M | 10,595 | 0.4% | 17 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $2.0M | 39,115 | 0.4% | 17 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $1.9M | 6,482 | 0.4% | 17 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.9M | 14,166 | 0.4% | 17 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $1.9M | 37,089 | 0.4% | 17 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.8M | 15,559 | 0.4% | 17 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.7M | 4,877 | 0.3% | 17 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $1.7M | 21,687 | 0.3% | 17 |
| INVESCO EXCH TRADED FD TR II | [PXF](https://holderbook.com/stocks/PXF/) | $1.7M | 22,316 | 0.3% | 17 |
| GRAYSCALE BITCOIN MINI TR ET | [BTC](https://holderbook.com/stocks/BTC/) | $1.7M | 64,542 | 0.3% | 7 |
| IDEXX LABS INC | [IDXX](https://holderbook.com/stocks/IDXX/) | $1.7M | 3,165 | 0.3% | 17 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $1.7M | 18,281 | 0.3% | 17 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.7M | 8,286 | 0.3% | 15 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $1.6M | 21,168 | 0.3% | 17 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $1.6M | 6,076 | 0.3% | 17 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $1.6M | 19,547 | 0.3% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.6M | 9,607 | 0.3% | 17 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.6M | 3,182 | 0.3% | 31 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $1.6M | 7,057 | 0.3% | 17 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $1.6M | 6,679 | 0.3% | 17 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $1.6M | 5,802 | 0.3% | 17 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.6M | 11,131 | 0.3% | 17 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.5M | 4,102 | 0.3% | 10 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $1.5M | 1,583 | 0.3% | 7 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $1.5M | 15,639 | 0.3% | 8 |
| GRAYSCALE ETHEREUM STAKING | [ETH](https://holderbook.com/stocks/ETH/) | $1.5M | 100,397 | 0.3% | 7 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $1.5M | 28,148 | 0.3% | 10 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $1.4M | 7,546 | 0.3% | 17 |
| J P MORGAN EXCHANGE TRADED F | [JMST](https://holderbook.com/stocks/JMST/) | $1.4M | 27,355 | 0.3% | 4 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $1.4M | 5,030 | 0.3% | 17 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $1.3M | 13,076 | 0.3% | 5 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $1.3M | 5,958 | 0.2% | 17 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $1.3M | 13,659 | 0.2% | 17 |
| INDEPENDENT BK CORP MASS | [INDB](https://holderbook.com/stocks/INDB/) | $1.2M | 14,872 | 0.2% | 17 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $1.2M | 14,114 | 0.2% | 17 |
| GRAYSCALE COINDESK CRYPTO | [GDLC](https://holderbook.com/stocks/GDLC/) | $1.2M | 46,080 | 0.2% | 4 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $1.2M | 2,333 | 0.2% | 14 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $1.2M | 15,436 | 0.2% | 12 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $1.2M | 16,231 | 0.2% | 6 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $1.1M | 12,500 | 0.2% | 16 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $1.1M | 4,471 | 0.2% | 8 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.1M | 2,510 | 0.2% | 7 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $1.1M | 10,080 | 0.2% | 17 |
| SIMPLIFY EXCHANGE TRADED FUN | [CTA](https://holderbook.com/stocks/CTA/) | $1.0M | 39,856 | 0.2% | 16 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.0M | 1,377 | 0.2% | 11 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $995.9K | 1,939 | 0.2% | 17 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $988.7K | 4,484 | 0.2% | 17 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $987.5K | 12,151 | 0.2% | 17 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.4% | +14.8% | -5.5% | 100% |
| Q1 2026 | -2.0% | -4.6% | +2.6% | 100% |
| Q4 2025 | +2.2% | +2.4% | -0.2% | 100% |
| Q3 2025 | +7.7% | +7.8% | -0.1% | 100% |
| Q2 2025 | +6.8% | +10.5% | -3.7% | 100% |
| Q1 2025 | -1.7% | -4.6% | +2.9% | 100% |
| Q4 2024 | +1.2% | +2.1% | -0.9% | 100% |
| Q3 2024 | +6.9% | +5.4% | +1.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $509.3M | 242 |
| Q1 2026 | $454.8M | 234 |
| Q4 2025 | $451.6M | 233 |
| Q3 2025 | $422.6M | 231 |
| Q2 2025 | $382.7M | 217 |
| Q1 2025 | $368.3M | 226 |
| Q4 2024 | $363.2M | 223 |
| Q3 2024 | $363.8M | 231 |
| Q2 2024 | $317.4M | 206 |
| Q1 2024 | $310.3M | 210 |
| Q4 2023 | $280.4M | 201 |
| Q3 2023 | $255.5M | 200 |