Aries Wealth Management
CIK: 0001729515Latest portfolio: $451.6M · Q4 2025
Holdings
233
Total Value
$451.6M
New Positions
12
Closed Positions
10
Top Holdings
View All 233 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 87,287 | $23.7M | 5.25% | -393 | |
| 2 | VUGVANGUARD INDEX FDS | 40,491 | $19.8M | 4.37% | +2K | |
| 3 | MSFTMICROSOFT CORP | 35,652 | $17.2M | 3.82% | +99 | |
| 4 | SPYSPDR S&P 500 ETF TR | 25,092 | $17.1M | 3.79% | +769 | |
| 5 | EFAISHARES TR | 176,664 | $17.0M | 3.76% | +20K | |
| 6 | VBVANGUARD INDEX FDS | 58,035 | $15.0M | 3.31% | +6K | |
| 7 | VOVANGUARD INDEX FDS | 44,496 | $12.9M | 2.86% | +3K | |
| 8 | GOOGLALPHABET INC | 32,844 | $10.3M | 2.28% | +172 | |
| 9 | CATCATERPILLAR INC | 17,753 | $10.2M | 2.25% | -222 | |
| 10 | AMZNAMAZON COM INC | 42,922 | $9.9M | 2.19% | +154 | |
| 11 | EEMISHARES TR | 176,230 | $9.6M | 2.13% | +30K | |
| 12 | VTVVANGUARD INDEX FDS | 39,721 | $7.6M | 1.68% | +5K | |
| 13 | SDYSPDR SERIES TRUST | 50,770 | $7.1M | 1.56% | -659 | |
| 14 | METAMETA PLATFORMS INC | 10,496 | $6.9M | 1.53% | +930 | |
| 15 | SGOVISHARES TR | 66,450 | $6.7M | 1.48% | NEW | |
| 16 | VTIVANGUARD INDEX FDS | 18,740 | $6.3M | 1.39% | +5K | |
| 17 | WMTWALMART INC | 54,480 | $6.1M | 1.34% | +789 | |
| 18 | IWVISHARES TR | 15,294 | $5.9M | 1.31% | — | |
| 19 | GQ9SPDR GOLD TR | 14,498 | $5.7M | 1.27% | +518 | |
| 20 | JPMJPMORGAN CHASE & CO. | 17,397 | $5.6M | 1.24% | -164 | |
| 21 | XOMEXXON MOBIL CORP | 44,677 | $5.4M | 1.19% | +59 | |
| 22 | JNJJOHNSON & JOHNSON | 25,546 | $5.3M | 1.17% | — | |
| 23 | PXHINVESCO EXCH TRADED FD TR II | 204,284 | $5.3M | 1.17% | — | |
| 24 | HDHOME DEPOT INC | 15,003 | $5.2M | 1.14% | -119 | |
| 25 | QUALISHARES TR | 23,966 | $4.8M | 1.05% | -290 |
Quarterly Changes
New Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.3729172423411196e+97T)
Industrials0.0% ($1.0170272121641952e+70T)
Healthcare0.0% ($5.286438429082853e+65T)
Consumer Cyclical0.0% ($9.907516222191774e+33T)
Consumer Defensive0.0% ($6.069337831342207e+30T)
Unknown0.0% ($5.745216616821591e+28T)
Communication Services0.0% ($102806928153094.6T)
Energy0.0% ($53761464587486.4T)
Basic Materials0.0% ($1708995.4T)
Utilities0.0% ($12941.1T)
Filing History
Fund Information
Aries Wealth Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $451.6M across 233 holdings. The largest position is APPLE INC (AAPL), representing 5.3% of the portfolio. Compared to the previous quarter, the fund opened 12 new positions and closed 10 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.