Aries Wealth Management 13F Holdings · Q2 2026
Aries Wealth Management reported 242 securities worth $509.28M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (4.91%), VUG (4.41%), EFA (4.27%). Among its top 25 positions this quarter: 10 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $25.0M | 4.91% | 86,337 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $22.5M | 4.41% | 260,784 | Added |
| 3 | EFA | ISHARES TR | $21.8M | 4.27% | 209,435 | Added |
| 4 | VB | VANGUARD INDEX FDS | $20.2M | 3.97% | 66,637 | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $19.8M | 3.89% | 26,501 | Added |
| 6 | CAT | CATERPILLAR INC | $18.7M | 3.66% | 17,525 | Trimmed |
| 7 | VO | VANGUARD INDEX FDS | $15.7M | 3.09% | 195,021 | Added |
| 8 | SGOV | ISHARES TR | $14.3M | 2.81% | 141,955 | Added |
| 9 | EEM | ISHARES TR | $13.9M | 2.72% | 202,496 | Added |
| 10 | MSFT | MICROSOFT CORP | $13.3M | 2.60% | 35,553 | Trimmed |
| 11 | GOOGL | ALPHABET INC | $11.7M | 2.30% | 32,741 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $10.4M | 2.03% | 43,427 | Trimmed |
| 13 | VTV | VANGUARD INDEX FDS | $10.3M | 2.03% | 47,348 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $7.4M | 1.46% | 20,037 | Trimmed |
| 15 | SDY | SPDR SERIES TRUST | $7.4M | 1.45% | 48,515 | Trimmed |
| 16 | IWV | ISHARES TR | $6.5M | 1.28% | 15,294 | Hold |
| 17 | JNJ | JOHNSON & JOHNSON | $6.5M | 1.27% | 25,436 | Trimmed |
| 18 | META | META PLATFORMS INC | $6.2M | 1.21% | 10,960 | Trimmed |
| 19 | WMT | WALMART INC | $6.2M | 1.21% | 54,344 | Trimmed |
| 20 | PXH | INVESCO EXCH TRADED FD TR II | $6.0M | 1.18% | 215,564 | Hold |
| 21 | JPM | JPMORGAN CHASE & CO | $5.7M | 1.12% | 17,372 | Trimmed |
| 22 | XOM | EXXON MOBIL CORP | $5.7M | 1.11% | 41,412 | Trimmed |
| 23 | SHY | ISHARES TR | $5.5M | 1.08% | 67,145 | Added |
| 24 | HD | HOME DEPOT INC | $5.2M | 1.03% | 14,820 | Trimmed |
| 25 | GLD | SPDR GOLD TR | $5.2M | 1.02% | 14,130 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR