Aries Wealth Management Q4 2025 Filing

Filed January 30, 2026

Portfolio Value

$451.6M

Holdings

233

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (233 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC	87,287	$23.7M	5.25%
2	VUGVANGUARD INDEX FDS	40,491	$19.8M	4.37%
3	MSFTMICROSOFT CORP	35,652	$17.2M	3.82%
4	SPYSPDR S&P 500 ETF TR	25,092	$17.1M	3.79%
5	EFAISHARES TR	176,664	$17.0M	3.76%
6	VBVANGUARD INDEX FDS	58,035	$15.0M	3.31%
7	VOVANGUARD INDEX FDS	44,496	$12.9M	2.86%
8	GOOGLALPHABET INC	32,844	$10.3M	2.28%
9	CATCATERPILLAR INC	17,753	$10.2M	2.25%
10	AMZNAMAZON COM INC	42,922	$9.9M	2.19%
11	EEMISHARES TR	176,230	$9.6M	2.13%
12	VTVVANGUARD INDEX FDS	39,721	$7.6M	1.68%
13	SDYSPDR SERIES TRUST	50,770	$7.1M	1.56%
14	METAMETA PLATFORMS INC	10,496	$6.9M	1.53%
15	SGOVISHARES TR	66,450	$6.7M	1.48%
16	VTIVANGUARD INDEX FDS	18,740	$6.3M	1.39%
17	WMTWALMART INC	54,480	$6.1M	1.34%
18	IWVISHARES TR	15,294	$5.9M	1.31%
19	GQ9SPDR GOLD TR	14,498	$5.7M	1.27%
20	JPMJPMORGAN CHASE & CO.	17,397	$5.6M	1.24%
21	XOMEXXON MOBIL CORP	44,677	$5.4M	1.19%
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%
25	QUALISHARES TR	23,966	$4.8M	1.05%
26	SHYISHARES TR	56,970	$4.7M	1.04%
27	VVISA INC	13,116	$4.6M	1.02%
28	DGRWWISDOMTREE TR	50,445	$4.5M	1.00%
29	LLYELI LILLY & CO	4,080	$4.4M	0.97%
30	GDXVANECK ETF TRUST	47,364	$4.1M	0.90%
31	VCITVANGUARD SCOTTSDALE FDS	47,414	$4.0M	0.88%
32	FLRNSPDR SERIES TRUST	123,171	$3.8M	0.84%
33	IBMINTERNATIONAL BUSINESS MACHS	11,517	$3.4M	0.76%
34	COSTCOSTCO WHSL CORP NEW	3,918	$3.4M	0.75%
35	PGPROCTER AND GAMBLE CO	21,872	$3.1M	0.69%
36	ACWIISHARES TR	21,540	$3.0M	0.67%
37	ABBVABBVIE INC	12,730	$2.9M	0.64%
38	TMOTHERMO FISHER SCIENTIFIC INC	4,924	$2.9M	0.63%
39	USMVISHARES TR	30,085	$2.8M	0.63%
40	WMWASTE MGMT INC DEL	12,385	$2.7M	0.60%
41	MRKMERCK & CO INC	25,849	$2.7M	0.60%
42	IGSBISHARES TR	49,894	$2.6M	0.58%
43	AGGISHARES TR	26,264	$2.6M	0.58%
44	VOOVANGUARD INDEX FDS	3,707	$2.3M	0.51%
45	CBCHUBB LIMITED	7,422	$2.3M	0.51%
46	VWOVANGUARD INTL EQUITY INDEX F	42,556	$2.3M	0.51%
47	ABTABBOTT LABS	17,906	$2.2M	0.50%
48	TJXTJX COS INC NEW	14,450	$2.2M	0.49%
49	PEPPEPSICO INC	15,379	$2.2M	0.49%
50	NDQINVESCO QQQ TR	3,526	$2.2M	0.48%
51	GEGE AEROSPACE	7,028	$2.2M	0.48%
52	IDXXIDEXX LABS INC	3,177	$2.1M	0.48%
53	BTCGRAYSCALE BITCOIN MINI TR ET	50,461	$2.0M	0.43%
54	ADPAUTOMATIC DATA PROCESSING IN	7,587	$2.0M	0.43%
55	RTXRTX CORPORATION	10,633	$1.9M	0.43%
56	VEAVANGUARD TAX-MANAGED FDS	31,000	$1.9M	0.43%
57	ETHGRAYSCALE ETHEREUM MINI TR E	65,997	$1.9M	0.41%
58	VCSHVANGUARD SCOTTSDALE FDS	23,187	$1.8M	0.41%
59	MCDMCDONALDS CORP	5,804	$1.8M	0.39%
60	AEMAGNICO EAGLE MINES LTD	10,077	$1.7M	0.38%
61	BLKBLACKROCK INC	1,583	$1.7M	0.38%
62	BRK/BBERKSHIRE HATHAWAY INC DEL	3,347	$1.7M	0.37%
63	JPSTJ P MORGAN EXCHANGE TRADED F	32,915	$1.7M	0.37%
64	NVDANVIDIA CORPORATION	8,786	$1.6M	0.36%
65	6RJ0ROCKET LAB CORP	22,818	$1.6M	0.35%
66	VTIPVANGUARD MALVERN FDS	31,566	$1.6M	0.35%
67	PXFINVESCO EXCH TRADED FD TR II	23,406	$1.5M	0.34%
68	GOOGALPHABET INC	4,877	$1.5M	0.34%
69	AVGOBROADCOM INC	4,348	$1.5M	0.33%
70	ITWILLINOIS TOOL WKS INC	6,098	$1.5M	0.33%
71	VIGVANGUARD SPECIALIZED FUNDS	6,735	$1.5M	0.33%
72	CVXCHEVRON CORP NEW	9,609	$1.5M	0.32%
73	VEUVANGUARD INTL EQUITY INDEX F	19,609	$1.4M	0.32%
74	ACNACCENTURE PLC IRELAND	5,278	$1.4M	0.31%
75	AQLTISHARES TR	15,639	$1.4M	0.31%
76	ORCLORACLE CORP	6,968	$1.4M	0.30%
77	BSVVANGUARD BD INDEX FDS	17,156	$1.4M	0.30%
78	GEVGE VERNOVA INC	1,980	$1.3M	0.29%
79	CSCOCISCO SYS INC	15,559	$1.2M	0.27%
80	UNPUNION PAC CORP	5,080	$1.2M	0.26%
81	FBTCFIDELITY WISE ORIGIN BITCOIN	15,412	$1.2M	0.26%
82	RSPINVESCO EXCHANGE TRADED FD T	6,008	$1.1M	0.25%
83	NEENEXTERA ENERGY INC	14,124	$1.1M	0.25%
84	KKRKKR & CO INC	8,864	$1.1M	0.25%
85	TXNTEXAS INSTRS INC	6,488	$1.1M	0.25%
86	CLCOLGATE PALMOLIVE CO	14,062	$1.1M	0.25%
87	MAMASTERCARD INCORPORATED	1,939	$1.1M	0.24%
88	UBERUBER TECHNOLOGIES INC	13,461	$1.1M	0.24%
89	CTASIMPLIFY EXCHANGE TRADED FUN	40,306	$1.1M	0.24%
90	XLKSELECT SECTOR SPDR TR	7,590	$1.1M	0.24%
91	INDBINDEPENDENT BK CORP MASS	14,872	$1.1M	0.24%
92	LOWLOWES COS INC	4,484	$1.1M	0.24%
93	MUBISHARES TR	10,080	$1.1M	0.24%
94	CITHE CIGNA GROUP	3,827	$1.1M	0.23%
95	VGKVANGUARD INTL EQUITY INDEX F	12,500	$1.0M	0.23%
96	KLACKLA CORP	841	$1.0M	0.23%
97	JMSTJ P MORGAN EXCHANGE TRADED F	19,670	$1.0M	0.22%
98	LINLINDE PLC	2,334	$995K	0.22%
99	MCKMCKESSON CORP	1,208	$990K	0.22%
100	DISDISNEY WALT CO	8,314	$945K	0.21%

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