Aries Wealth Management Portfolio Holdings - 13F Filings | 13F Fund Database
Aries Wealth Management 13F Holdings
CIK 0001729515 · Portland, ME
As of Sep 30, 2025, Aries Wealth Management reported
231 positions worth $416.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 87,680 | $22.3M | 5.37% |
| MICROSOFT CORP | MSFT | Technology | 35,553 |
|
8.4M4.43% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 38,017 |
8.2M | 4.38% |
| SPDR S&P 500 ETF TRUST | SPY | — | 24,323 |
6.2M | 3.89% |
| ISHARES MSCI EAFE ETF | EFA | — | 156,529 |
4.6M | 3.51% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 52,145 |
3.3M | 3.19% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 41,055 |
2.1M | 2.90% |
| AMAZON.COM INC | AMZN | Equity | 42,768 | $9.4M | 2.26% |
| CATERPILLAR INC | CAT | Industrials | 17,975 | $8.6M | 2.06% |
| ALPHABET INC | GOOGL | Equity | 32,672 | $7.9M | 1.91% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 146,460 | $7.8M | 1.88% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 51,429 | $7.2M | 1.73% |
| META PLATFORMS INC | META | Communication Services | 9,566 | $7.0M | 1.69% |
| VANGUARD VALUE INDEX FUND | VTV | — | 34,781 | $6.5M | 1.56% |
| HOME DEPOT INC | HD | Consumer Cyclical | 15,122 | $6.1M | 1.47% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 15,294 | $5.8M | 1.39% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 17,561 | $5.5M | 1.33% |
| WALMART INC | WMT | Consumer Defensive | 53,691 | $5.5M | 1.33% |
| INVESCO RAFI EMERGING MARKETS ETF | PXH | — | 204,284 | $5.2M | 1.25% |
| EXXON MOBIL CORP | XOM | Energy | 44,618 | $5.0M | 1.21% |
| SPDR GOLD TRUST | GQ9 | — | 13,980 | $5.0M | 1.19% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 25,546 | $4.7M | 1.14% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 24,256 | $4.7M | 1.13% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 14,114 | $4.6M | 1.11% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 51,386 | $4.6M | 1.10% |