Aries Wealth Management
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Aries Wealth Management reported 242 stock positions worth $509.3 million. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 4.4%) and iShares MSCI Eafe ETF (EFA, 4.3%). Compared with Q1 2026, it opened 11 new positions, sold out of 4, added to 44 and reduced 72. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +57%) and the biggest sale Exxon Mobil (XOM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- PORTLAND, ME
- CIK
- 0001729515
- Portfolio Value
- $509.3M (Q2 2026)
- SEC Filing
- 0001172661-26-002775 ↗ filed Jul 24, 2026
Holdings Value
Holdings 242 stocks · $509.3M
| AAPL Apple Inc. | 4.91% | 86,337 | $25.0M | Reduce -0.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.41% | 260,784 | $22.5M | Add +3.0% |
| EFA iShares MSCI Eafe ETF | 4.27% | 209,435 | $21.8M | Add +6.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.97% | 66,637 | $20.2M | Add +1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.89% | 26,501 | $19.8M | Add +2.3% |
| CAT Caterpillar Inc. | 3.66% | 17,525 | $18.7M | Reduce -0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.09% | 195,021 | $15.7M | Add +1.9% |
| SGOV iShares 0-3 Month Treasury B | 2.81% | 141,955 | $14.3M | Add +56.5% |
| EEM iShares MSCI Emerging Market | 2.72% | 202,496 | $13.9M | Add +2.5% |
| MSFT Microsoft Corp. | 2.60% | 35,553 | $13.3M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 2.30% | 32,741 | $11.7M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 2.03% | 43,427 | $10.4M | Reduce -0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.03% | 47,348 | $10.3M | Add +7.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.46% | 20,037 | $7.4M | Reduce -0.3% |
| SDY SS SPDR S&P Dividend ETF | 1.45% | 48,515 | $7.4M | Reduce -2.4% |
| IWV iShares Russell 3000 ETF | 1.28% | 15,294 | $6.5M | No change |
| JNJ Johnson & Johnson | 1.27% | 25,436 | $6.5M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 1.21% | 10,960 | $6.2M | Reduce -0.1% |
| WMT Walmart Inc. | 1.21% | 54,344 | $6.2M | Reduce -0.0% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 1.18% | 215,564 | $6.0M | No change |
| JPM JPMorgan Chase & Co. | 1.12% | 17,372 | $5.7M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 1.11% | 41,412 | $5.7M | Reduce -0.2% |
| SHY iShares 1-3 Year Treasury Bo | 1.08% | 67,145 | $5.5M | Add +6.3% |
| HD Home Depot Inc. | 1.03% | 14,820 | $5.2M | Reduce -0.9% |
| GLD SPDR Gold Shares | 1.02% | 14,130 | $5.2M | Add +0.5% |
| QUAL iShares MSCI USA Quality Fac | 1.02% | 23,584 | $5.2M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.97% | 4,132 | $5.0M | Add +1.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.90% | 48,161 | $4.6M | Reduce -1.0% |
| V Visa Inc. Class A | 0.88% | 13,021 | $4.5M | Reduce -1.0% |
| VCIT Vanguard Int-Term Corporate | 0.86% | 53,050 | $4.4M | Add +12.4% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.75% | 123,585 | $3.8M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 0.74% | 4,025 | $3.8M | No change |
| ACWI iShares MSCI Acwi ETF | 0.69% | 22,305 | $3.5M | Add +1.0% |
| MRK Merck & Co. Inc. | 0.64% | 25,514 | $3.3M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.64% | 11,537 | $3.2M | Add +0.9% |
| AGG iShares Core U.S. Aggregate | 0.60% | 31,049 | $3.1M | Add +14.8% |
| ABBV Abbvie Inc. | 0.58% | 11,730 | $3.0M | Reduce -4.1% |
| PG The Procter & Gamble Co. | 0.58% | 20,088 | $2.9M | Reduce -1.5% |
| GDX Vaneck Gold Miners ETF | 0.57% | 38,609 | $2.9M | Add +3.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.56% | 3,838 | $2.8M | Add +8.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.55% | 28,880 | $2.8M | Reduce -1.4% |
| WM Waste Management Inc. | 0.54% | 12,349 | $2.8M | No change |
| VOO Vanguard S&P 500 ETF | 0.54% | 3,978 | $2.7M | Add +7.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.51% | 49,269 | $2.6M | Reduce -2.9% |
| VWO Vanguard Ftse Emerging Marke | 0.50% | 42,906 | $2.6M | Reduce -3.7% |
| CB Chubb Ltd. | 0.49% | 7,398 | $2.5M | Reduce -0.3% |
| KLAC KLA Corp. | 0.49% | 8,240 | $2.5M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.47% | 4,748 | $2.4M | Reduce -3.0% |
| GE General Electric filed as GE AEROSPACE | 0.44% | 5,984 | $2.2M | Reduce -8.0% |
| VEA Vanguard Ftse Developed ETF | 0.43% | 31,000 | $2.2M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.43% | 14,450 | $2.2M | No change |
| GEV GE Vernova Inc. | 0.43% | 1,849 | $2.2M | No change |
| RTX RTX Corp. | 0.39% | 10,595 | $2.0M | Reduce -0.1% |
| JPST JPMorgan Ultra-Short Income | 0.39% | 39,115 | $2.0M | Add +13.0% |
| TXN Texas Instruments Inc. | 0.38% | 6,482 | $1.9M | Reduce -0.1% |
| PEP Pepsico Inc. | 0.38% | 14,166 | $1.9M | Reduce -2.3% |
| VTIP Vanguard Short-Term Tips | 0.37% | 37,089 | $1.9M | Add +3.6% |
| CSCO Cisco Systems Inc. | 0.36% | 15,559 | $1.8M | No change |
| GOOG Alphabet Inc. Class C | 0.34% | 4,877 | $1.7M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.34% | 21,687 | $1.7M | Reduce -4.4% |
| PXF Invesco Rafi Developed Marke | 0.33% | 22,316 | $1.7M | Reduce -2.7% |
| BTC Grayscale Bitcoin Mini ETF | 0.33% | 64,542 | $1.7M | Add +1.3% |
| IDXX Idexx Laboratories Inc. | 0.33% | 3,165 | $1.7M | Reduce -0.8% |
| ABT Abbott Laboratories | 0.33% | 18,281 | $1.7M | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.33% | 8,286 | $1.7M | No change |
| BSV Vanguard Short-Term Bond ETF | 0.32% | 21,168 | $1.6M | Add +24.3% |
| ITW Illinois Tool Works | 0.32% | 6,076 | $1.6M | Reduce -0.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.32% | 19,547 | $1.6M | No change |
| CVX Chevron Corp. | 0.31% | 9,607 | $1.6M | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 3,182 | $1.6M | Reduce -1.2% |
| ADP Automatic Data Processing | 0.31% | 7,057 | $1.6M | Reduce -7.0% |
| VIG Vanguard Dividend Apprec ETF | 0.31% | 6,679 | $1.6M | Reduce -0.8% |
| MCD McDonald's Corp. | 0.31% | 5,802 | $1.6M | Reduce -0.0% |
| INTC Intel Corp. | 0.31% | 11,131 | $1.6M | No change |
| AVGO Broadcom Inc. | 0.30% | 4,102 | $1.5M | No change |
| BLK BlackRock Inc. | 0.30% | 1,583 | $1.5M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 15,639 | $1.5M | No change |
| ETH Grayscale Ethereum Staking M | 0.30% | 100,397 | $1.5M | Add +6.5% |
| XLE SS Energy Select Sector | 0.29% | 28,148 | $1.5M | Reduce -2.1% |
| XLK SS Technology Select Sector | 0.28% | 7,546 | $1.4M | Reduce -0.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.27% | 27,355 | $1.4M | Reduce -13.1% |
| UNP Union Pacific Corp. | 0.27% | 5,030 | $1.4M | Reduce -1.0% |
| RKLB Rocket Lab Corp. | 0.26% | 13,076 | $1.3M | Reduce -20.6% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 5,958 | $1.3M | Reduce -3.3% |
| CL Colgate-Palmolive Co. | 0.25% | 13,659 | $1.3M | Reduce -0.1% |
| INDB Independent Bank Corp. | 0.24% | 14,872 | $1.2M | No change |
| NEE Nextera Energy Inc. | 0.24% | 14,114 | $1.2M | No change |
| GDLC Grayscale Coindesk 5 ETF | 0.24% | 46,080 | $1.2M | Add +66.1% |
| LIN Linde PLC | 0.24% | 2,333 | $1.2M | Reduce -0.0% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.23% | 15,436 | $1.2M | No change |
| UBER Uber Technologies Inc. | 0.23% | 16,231 | $1.2M | Add +8.7% |
| VGK Vanguard Ftse Europe ETF | 0.22% | 12,500 | $1.1M | No change |
| VXF Vanguard Extended Market ETF | 0.22% | 4,471 | $1.1M | Add +2.3% |
| LRCX Lam Research Corp. | 0.21% | 2,510 | $1.1M | No change |
| MUB iShares National Muni Bond E | 0.21% | 10,080 | $1.1M | No change |
| CTA Simplify Managed Futures St | 0.20% | 39,856 | $1.0M | Add +3.5% |
| IVV iShares Core S&P 500 ETF | 0.20% | 1,377 | $1.0M | Add +38.8% |
| MA Mastercard Inc. Class A | 0.20% | 1,939 | $996K | No change |
| LOW Lowe's Cos Inc. | 0.19% | 4,484 | $989K | No change |
| KO The Coca-Cola Co. | 0.19% | 12,151 | $988K | Reduce -0.1% |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Reduce -0.2% | 1.11% | −0.44 |
| MSFT Microsoft Corp. | Reduce -0.8% | 2.60% | −0.31 |
| WMT Walmart Inc. | Reduce -0.0% | 1.21% | −0.28 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 1.21% | −0.17 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.4% | 1.45% | −0.15 |
| CVX Chevron Corp. | Reduce -0.0% | 0.31% | −0.12 |
| PEP Pepsico Inc. | Reduce -2.3% | 0.38% | −0.12 |
| ACN Accenture PLC Class A | Reduce -12.1% | 0.11% | −0.11 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -2.1% | 0.75% | −0.11 |
| JNJ Johnson & Johnson | Reduce -0.2% | 1.27% | −0.10 |
| XLE SS Energy Select Sector | Reduce -2.1% | 0.29% | −0.09 |
| MCD McDonald's Corp. | Reduce -0.0% | 0.31% | −0.09 |
| ABT Abbott Laboratories | Reduce -0.1% | 0.33% | −0.09 |
| HON Honeywell International Inc. | Reduce -0.2% | 0.07% | −0.09 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -2.9% | 0.51% | −0.08 |
| JMST JPM Ultra-Short Muni Income | Reduce -13.1% | 0.27% | −0.08 |
| CI The Cigna Group | Reduce -37.8% | 0.09% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -1.5% | 0.58% | −0.07 |
| IDXX Idexx Laboratories Inc. | Reduce -0.8% | 0.33% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.0% | 0.47% | −0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.4% | 0.34% | −0.06 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -0.3% | 0.19% | −0.06 |
| RTX RTX Corp. | Reduce -0.1% | 0.39% | −0.06 |
| HD Home Depot Inc. | Reduce -0.9% | 1.03% | −0.05 |
| ETHE Grayscale Ethereum Staking E | Reduce -11.9% | 0.07% | −0.05 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.4% | 0.55% | −0.05 |
| COR Cencora Inc. | Sold out | 0.00% | −0.05 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.05 |
| PFE Pfizer Inc. | Reduce -2.0% | 0.14% | −0.05 |
| SHEL Shell PLC-ADR | Reduce -3.6% | 0.12% | −0.05 |
| CB Chubb Ltd. | Reduce -0.3% | 0.49% | −0.04 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -1.0% | 0.90% | −0.03 |
| COP Conocophillips | Reduce -1.7% | 0.07% | −0.03 |
| AZN Astrazeneca PLC | Reduce -1.6% | 0.16% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 0.64% | −0.03 |
| XLF SS Financial Select Sector | Reduce -17.5% | 0.11% | −0.03 |
| ADP Automatic Data Processing | Reduce -7.0% | 0.31% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 0.31% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.7% | 0.50% | −0.03 |
| ITW Illinois Tool Works | Reduce -0.4% | 0.32% | −0.03 |
| TTMI TTM Technologies | Reduce -63.9% | 0.04% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.1% | 0.12% | −0.02 |
| PXF Invesco Rafi Developed Marke | Reduce -2.7% | 0.33% | −0.02 |
| RDW Redwire Corp. | Sold out | 0.00% | −0.02 |
| LIN Linde PLC | Reduce -0.0% | 0.24% | −0.02 |
| ORCL Oracle Corp. | Reduce -2.2% | 0.11% | −0.02 |
| XYL Xylem Inc. | Reduce -5.4% | 0.06% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.3% | 0.25% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -0.1% | 0.25% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| SGOV iShares 0-3 Month Treasury B | Add +56.5% | 2.81% | +0.80 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.0% | 4.41% | +0.36 |
| EEM iShares MSCI Emerging Market | Add +2.5% | 2.72% | +0.25 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.7% | 3.97% | +0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.3% | 3.89% | +0.18 |
| LLY Eli Lilly & Co. | Add +1.3% | 0.97% | +0.15 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +7.2% | 2.03% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.8% | 0.56% | +0.11 |
| PANW Palo Alto Networks Inc. | New | 0.09% | +0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.07% | +0.07 |
| EFA iShares MSCI Eafe ETF | Add +6.5% | 4.27% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.9% | 3.09% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +38.8% | 0.20% | +0.06 |
| QCOM Qualcomm Inc. | New | 0.05% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +7.3% | 0.54% | +0.05 |
| GDLC Grayscale Coindesk 5 ETF | Add +66.1% | 0.24% | +0.05 |
| MHK Mohawk Industries Inc. | New | 0.05% | +0.05 |
| CVS CVS Health Corp. | New | 0.04% | +0.04 |
| DAL Delta Air Lines Inc. | New | 0.04% | +0.04 |
| IWR iShares Russell Mid-Cap ETF | New | 0.04% | +0.04 |
| XLI SS Industrial Select Sector | New | 0.04% | +0.04 |
| SNOW Snowflake Inc. | New | 0.04% | +0.04 |
| WTAI Wisdomtree AI and Innovation | New | 0.04% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +24.3% | 0.32% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.9% | 0.64% | +0.03 |
| VXF Vanguard Extended Market ETF | Add +2.3% | 0.22% | +0.02 |
| ACWI iShares MSCI Acwi ETF | Add +1.0% | 0.69% | +0.02 |
| ABEO Abeona Therapeutics Inc. | New | 0.02% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +14.8% | 0.60% | +0.01 |
| KOMP SS SPDR S&P Kensho Ne Comp | Add +1.5% | 0.11% | +0.01 |
| NOW ServiceNow Inc. | Add +23.1% | 0.19% | +0.01 |
| SNPS Synopsys Inc. | Add +9.2% | 0.07% | +0.01 |
| JPST JPMorgan Ultra-Short Income | Add +13.0% | 0.39% | +0.00 |
| BWXT BWX Technologies Inc. | Add +24.5% | 0.05% | +0.00 |
| VCIT Vanguard Int-Term Corporate | Add +12.4% | 0.86% | +0.00 |
| TAN Invesco Solar ETF | Add +4.7% | 0.08% | −0.00 |
| XLC SS Comm Select Sector SPDR | Add +10.0% | 0.05% | −0.00 |
| UBER Uber Technologies Inc. | Add +8.7% | 0.23% | −0.01 |
| SHV iShares 0-1 Year Treasury Bo | Add +6.2% | 0.13% | −0.01 |
| VSTM Verastem Inc. | Add +17.5% | 0.02% | −0.01 |
| CRM Salesforce Inc. | Add +24.4% | 0.10% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Add +2.2% | 0.12% | −0.01 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +2.6% | 0.10% | −0.01 |
| ISRG Intuitive Surgical Inc. | Add +1.8% | 0.09% | −0.02 |
| IAU iShares Gold Trust | Add +5.6% | 0.11% | −0.03 |
| BABA Alibaba Group Holding-SP ADR | Add +3.1% | 0.06% | −0.03 |
| NFLX Netflix Inc. | Add +29.9% | 0.17% | −0.03 |
| VTIP Vanguard Short-Term Tips | Add +3.6% | 0.37% | −0.03 |
| PTC PTC Inc. | Add +0.2% | 0.10% | −0.04 |
| CTA Simplify Managed Futures St | Add +3.5% | 0.20% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 242 | $509.3M | AAPL, VUG, EFA, VB, SPY |
| Q1 2026 | 234 | $454.8M | AAPL, EFA, VUG, VB, SPY |
| Q4 2025 | 233 | $451.6M | AAPL, VUG, MSFT, SPY, EFA |
| Q3 2025 | 231 | $422.6M | AAPL, MSFT, VUG, SPY, EFA |
| Q2 2025 | 217 | $382.7M | AAPL, MSFT, VUG, EFA, SPY |
| Q1 2025 | 226 | $368.3M | AAPL, VUG, MSFT, SPY, VO |
| Q4 2024 | 222 | $363.2M | AAPL, VUG, MSFT, VB, SPY |
| Q3 2024 | 230 | $363.8M | AAPL, MSFT, VUG, VB, VO |
| Q2 2024 | 205 | $317.4M | AAPL, MSFT, VUG, VB, VO |
| Q1 2024 | 209 | $310.3M | AAPL, MSFT, VUG, VB, VO |