Holders — by stockHoldings — by fund
Aries Wealth Management
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001729515
$509.3M
disclosed book value
242
positions
4.9%
largest position share
Positions, as of 2026-06-30
top 100 of 242 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 86,337 | $25.0M | 4.9% |
| 2 | VUGVANGUARD INDEX FDS | 260,784 | $22.5M | 4.4% |
| 3 | EFAISHARES TR | 209,435 | $21.8M | 4.3% |
| 4 | VBVANGUARD INDEX FDS | 66,637 | $20.2M | 4% |
| 5 | SPYSTATE STR SPDR S&P 500 ETF T | 26,501 | $19.8M | 3.9% |
| 6 | CATCATERPILLAR INC | 17,525 | $18.7M | 3.7% |
| 7 | VOVANGUARD INDEX FDS | 195,021 | $15.7M | 3.1% |
| 8 | SGOVISHARES TR | 141,955 | $14.3M | 2.8% |
| 9 | EEMISHARES TR | 202,496 | $13.9M | 2.7% |
| 10 | MSFTMICROSOFT CORP | 35,553 | $13.3M | 2.6% |
| 11 | GOOGLALPHABET INC | 32,741 | $11.7M | 2.3% |
| 12 | AMZNAMAZON COM INC | 43,427 | $10.4M | 2% |
| 13 | VTVVANGUARD INDEX FDS | 47,348 | $10.3M | 2% |
| 14 | VTIVANGUARD INDEX FDS | 20,037 | $7.4M | 1.5% |
| 15 | SDYSPDR SERIES TRUST | 48,515 | $7.4M | 1.4% |
| 16 | IWVISHARES TR | 15,294 | $6.5M | 1.3% |
| 17 | JNJJOHNSON & JOHNSON | 25,436 | $6.5M | 1.3% |
| 18 | METAMETA PLATFORMS INC | 10,960 | $6.2M | 1.2% |
| 19 | WMTWALMART INC | 54,344 | $6.2M | 1.2% |
| 20 | PXHINVESCO EXCH TRADED FD TR II | 215,564 | $6.0M | 1.2% |
| 21 | JPMJPMORGAN CHASE & CO | 17,372 | $5.7M | 1.1% |
| 22 | EXMOCEXXON MOBIL CORP | 41,412 | $5.7M | 1.1% |
| 23 | SHYISHARES TR | 67,145 | $5.5M | 1.1% |
| 24 | HDHOME DEPOT INC | 14,820 | $5.2M | 1% |
| 25 | GLDSPDR GOLD TR | 14,130 | $5.2M | 1% |
| 26 | QUALISHARES TR | 23,584 | $5.2M | 1% |
| 27 | LLYELI LILLY & CO | 4,132 | $5.0M | 1% |
| 28 | DGRWWISDOMTREE TR | 48,161 | $4.6M | 0.9% |
| 29 | VVISA INC | 13,021 | $4.5M | 0.9% |
| 30 | VCITVANGUARD SCOTTSDALE FDS | 53,050 | $4.4M | 0.9% |
| 31 | FLRNSPDR SERIES TRUST | 123,585 | $3.8M | 0.7% |
| 32 | COSTCOSTCO WHOLESALE CORPORATION | 4,025 | $3.8M | 0.7% |
| 33 | ACWIISHARES TR | 22,305 | $3.5M | 0.7% |
| 34 | MRKMERCK & CO INC | 25,514 | $3.3M | 0.6% |
| 35 | IBMINTERNATIONAL BUSINESS MACHS | 11,537 | $3.2M | 0.6% |
| 36 | AGGISHARES TR | 31,049 | $3.1M | 0.6% |
| 37 | ABBVABBVIE INC | 11,730 | $3.0M | 0.6% |
| 38 | PGPROCTER & GAMBLE CO | 20,088 | $2.9M | 0.6% |
| 39 | GDXVANECK ETF TRUST | 38,609 | $2.9M | 0.6% |
| 40 | QQQINVESCO QQQ TR | 3,838 | $2.8M | 0.6% |
| 41 | USMVISHARES TR | 28,880 | $2.8M | 0.5% |
| 42 | WMWASTE MGMT INC DEL | 12,349 | $2.8M | 0.5% |
| 43 | VOOVANGUARD INDEX FDS | 3,978 | $2.7M | 0.5% |
| 44 | IGSBISHARES TR | 49,269 | $2.6M | 0.5% |
| 45 | VWOVANGUARD INTL EQUITY INDEX F | 42,906 | $2.6M | 0.5% |
| 46 | CHUBB LIMITED | 7,398 | $2.5M | 0.5% |
| 47 | KLACKLA CORP | 8,240 | $2.5M | 0.5% |
| 48 | TMOTHERMO FISHER SCIENTIFIC INC | 4,748 | $2.4M | 0.5% |
| 49 | GEGE AEROSPACE | 5,984 | $2.2M | 0.4% |
| 50 | VEAVANGUARD TAX-MANAGED FDS | 31,000 | $2.2M | 0.4% |
| 51 | TJXTJX COS INC NEW | 14,450 | $2.2M | 0.4% |
| 52 | GEVGE VERNOVA INC | 1,849 | $2.2M | 0.4% |
| 53 | RTXRTX CORPORATION | 10,595 | $2.0M | 0.4% |
| 54 | JPSTJ P MORGAN EXCHANGE TRADED F | 39,115 | $2.0M | 0.4% |
| 55 | TXNTEXAS INSTRS INC | 6,482 | $1.9M | 0.4% |
| 56 | PEPPEPSICO INC | 14,166 | $1.9M | 0.4% |
| 57 | VTIPVANGUARD MALVERN FDS | 37,089 | $1.9M | 0.4% |
| 58 | CSCOCISCO SYS INC | 15,559 | $1.8M | 0.4% |
| 59 | GOOGALPHABET INC | 4,877 | $1.7M | 0.3% |
| 60 | VCSHVANGUARD SCOTTSDALE FDS | 21,687 | $1.7M | 0.3% |
| 61 | PXFINVESCO EXCH TRADED FD TR II | 22,316 | $1.7M | 0.3% |
| 62 | BTCGRAYSCALE BITCOIN MINI TR ET | 64,542 | $1.7M | 0.3% |
| 63 | IDXXIDEXX LABS INC | 3,165 | $1.7M | 0.3% |
| 64 | ABTABBOTT LABORATORIES | 18,281 | $1.7M | 0.3% |
| 65 | NVDANVIDIA CORPORATION | 8,286 | $1.7M | 0.3% |
| 66 | BSVVANGUARD BD INDEX FDS | 21,168 | $1.6M | 0.3% |
| 67 | ITWILLINOIS TOOL WKS INC | 6,076 | $1.6M | 0.3% |
| 68 | VEUVANGUARD INTL EQUITY INDEX F | 19,547 | $1.6M | 0.3% |
| 69 | CVXCHEVRON CORPORATION | 9,607 | $1.6M | 0.3% |
| 70 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,182 | $1.6M | 0.3% |
| 71 | ADPAUTOMATIC DATA PROCESSING IN | 7,057 | $1.6M | 0.3% |
| 72 | VIGVANGUARD SPECIALIZED FUNDS | 6,679 | $1.6M | 0.3% |
| 73 | MCDMCDONALDS CORP | 5,802 | $1.6M | 0.3% |
| 74 | INTCINTEL CORP | 11,131 | $1.6M | 0.3% |
| 75 | AVGOBROADCOM INC | 4,102 | $1.5M | 0.3% |
| 76 | BLKBLACKROCK INC | 1,583 | $1.5M | 0.3% |
| 77 | IEFAISHARES TR | 15,639 | $1.5M | 0.3% |
| 78 | ETHGRAYSCALE ETHEREUM STAKING | 100,397 | $1.5M | 0.3% |
| 79 | XLESELECT SECTOR SPDR TR | 28,148 | $1.5M | 0.3% |
| 80 | XLKSELECT SECTOR SPDR TR | 7,546 | $1.4M | 0.3% |
| 81 | JMSTJ P MORGAN EXCHANGE TRADED F | 27,355 | $1.4M | 0.3% |
| 82 | UNPUNION PAC CORP | 5,030 | $1.4M | 0.3% |
| 83 | RKLBROCKET LAB CORP | 13,076 | $1.3M | 0.3% |
| 84 | RSPINVESCO EXCHANGE TRADED FD T | 5,958 | $1.3M | 0.2% |
| 85 | CLCOLGATE PALMOLIVE CO | 13,659 | $1.3M | 0.2% |
| 86 | INDBINDEPENDENT BK CORP MASS | 14,872 | $1.2M | 0.2% |
| 87 | NEENEXTERA ENERGY INC | 14,114 | $1.2M | 0.2% |
| 88 | GRAYSCALE COINDESK CRYPTO | 46,080 | $1.2M | 0.2% |
| 89 | LINDE PLC | 2,333 | $1.2M | 0.2% |
| 90 | ACWXISHARES TR | 15,436 | $1.2M | 0.2% |
| 91 | UBERUBER TECHNOLOGIES INC | 16,231 | $1.2M | 0.2% |
| 92 | VGKVANGUARD INTL EQUITY INDEX F | 12,500 | $1.1M | 0.2% |
| 93 | VXFVANGUARD INDEX FDS | 4,471 | $1.1M | 0.2% |
| 94 | LRCXLAM RESEARCH CORP | 2,510 | $1.1M | 0.2% |
| 95 | MUBISHARES TR | 10,080 | $1.1M | 0.2% |
| 96 | CTASIMPLIFY EXCHANGE TRADED FUN | 39,856 | $1.0M | 0.2% |
| 97 | IVVISHARES TR | 1,377 | $1.0M | 0.2% |
| 98 | MAMASTERCARD INCORPORATED | 1,939 | $995,870 | 0.2% |
| 99 | LOWLOWES COS INC | 4,484 | $988,677 | 0.2% |
| 100 | KOCOCA COLA CO | 12,151 | $987,512 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.