Aries Wealth Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Aries Wealth Management reported 217 stock positions worth $382.7 million. Its top holding was Apple (AAPL) at 4.7% of the portfolio, followed by Microsoft (MSFT, 4.6%) and Vanguard Mrngstar GR ETF-Sui (VUG, 4.4%). Compared with Q1 2025, it opened 8 new positions, sold out of 17, added to 38 and reduced 84. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +1%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- PORTLAND, ME
- CIK
- 0001729515
- Portfolio Value
- $382.7M (Q2 2025)
- SEC Filing
- 0001085146-25-004192 ↗ filed Jul 28, 2025
Holdings Value
Holdings 217 stocks · $382.7M
| AAPL Apple Inc. | 4.74% | 88,422 | $18.1M | Reduce -1.5% |
| MSFT Microsoft Corp. | 4.58% | 35,219 | $17.5M | Reduce -1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.35% | 37,978 | $16.6M | Add +1.3% |
| EFA iShares MSCI Eafe ETF | 3.37% | 144,339 | $12.9M | Add +10.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.12% | 19,344 | $12.0M | Reduce -3.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.11% | 50,278 | $11.9M | Add +4.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.97% | 40,678 | $11.4M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 2.45% | 42,698 | $9.4M | Add +2.1% |
| META Meta Platforms Inc. Class A | 1.90% | 9,828 | $7.3M | Add +3.9% |
| SDY SS SPDR S&P Dividend ETF | 1.82% | 51,429 | $7.0M | Reduce -1.7% |
| CAT Caterpillar Inc. | 1.82% | 17,892 | $6.9M | Reduce -0.6% |
| EEM iShares MSCI Emerging Market | 1.74% | 137,946 | $6.7M | Add +10.6% |
| GOOGL Alphabet Inc. Class A | 1.51% | 32,744 | $5.8M | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.48% | 31,937 | $5.6M | Reduce -2.4% |
| HD Home Depot Inc. | 1.43% | 14,958 | $5.5M | Reduce -1.0% |
| IWV iShares Russell 3000 ETF | 1.40% | 15,294 | $5.4M | No change |
| WMT Walmart Inc. | 1.37% | 53,621 | $5.2M | Reduce -3.3% |
| JPM JPMorgan Chase & Co. | 1.31% | 17,239 | $5.0M | Reduce -6.5% |
| XOM Exxon Mobil Corp. | 1.26% | 44,618 | $4.8M | Reduce -23.9% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 1.25% | 204,934 | $4.8M | Reduce -1.8% |
| V Visa Inc. Class A | 1.22% | 13,102 | $4.7M | Add +1.3% |
| QUAL iShares MSCI USA Quality Fac | 1.16% | 24,305 | $4.4M | Reduce -11.7% |
| DGRW Wisdomtree U.S. Quality Divi | 1.13% | 51,589 | $4.3M | Reduce -12.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.11% | 14,039 | $4.3M | Add +27.8% |
| GLD SPDR Gold Shares | 1.11% | 13,877 | $4.2M | Reduce -6.5% |
| JNJ Johnson & Johnson | 1.03% | 25,688 | $3.9M | Reduce -12.5% |
| COST Costco Wholesale Corp. | 0.92% | 3,564 | $3.5M | Reduce -3.3% |
| PG The Procter & Gamble Co. | 0.92% | 22,002 | $3.5M | Reduce -1.3% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.89% | 110,993 | $3.4M | Add +3.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.88% | 11,437 | $3.4M | Reduce -6.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.85% | 39,397 | $3.3M | Add +16.9% |
| LLY Eli Lilly & Co. | 0.84% | 4,110 | $3.2M | Add +0.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.79% | 32,318 | $3.0M | Reduce -17.4% |
| VCIT Vanguard Int-Term Corporate | 0.76% | 35,111 | $2.9M | Reduce -8.7% |
| WM Waste Management Inc. | 0.74% | 12,400 | $2.8M | Add +1.8% |
| ACWI iShares MSCI Acwi ETF | 0.71% | 21,074 | $2.7M | Add +0.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.68% | 49,389 | $2.6M | Reduce -1.1% |
| GDX Vaneck Gold Miners ETF | 0.65% | 47,724 | $2.5M | Add +4.8% |
| ABBV Abbvie Inc. | 0.64% | 13,167 | $2.4M | Reduce -1.1% |
| ABT Abbott Laboratories | 0.62% | 17,429 | $2.4M | Reduce -0.1% |
| ADP Automatic Data Processing | 0.61% | 7,588 | $2.3M | No change |
| CB Chubb Ltd. | 0.56% | 7,439 | $2.2M | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 0.56% | 21,485 | $2.1M | Add +4.5% |
| VOO Vanguard S&P 500 ETF | 0.55% | 3,707 | $2.1M | Reduce -11.3% |
| MRK Merck & Co. Inc. | 0.54% | 26,184 | $2.1M | Reduce -7.9% |
| TMO Thermo Fisher Scientific Inc. | 0.54% | 5,085 | $2.1M | Add +2.2% |
| PEP Pepsico Inc. | 0.53% | 15,302 | $2.0M | Reduce -1.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.51% | 3,511 | $1.9M | Add +6.3% |
| VWO Vanguard Ftse Emerging Marke | 0.51% | 39,148 | $1.9M | Add +0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.48% | 23,247 | $1.8M | Reduce -1.4% |
| ACN Accenture PLC Class A | 0.48% | 6,148 | $1.8M | Add +1.5% |
| NVDA Nvidia Corp. | 0.47% | 11,485 | $1.8M | Reduce -17.9% |
| GE General Electric filed as GE AEROSPACE | 0.47% | 7,028 | $1.8M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 14,351 | $1.8M | Add +1.7% |
| VEA Vanguard Ftse Developed ETF | 0.46% | 31,000 | $1.8M | Reduce -27.8% |
| IDXX Idexx Laboratories Inc. | 0.44% | 3,172 | $1.7M | Add +2.5% |
| MCD McDonald's Corp. | 0.44% | 5,740 | $1.7M | Reduce -6.7% |
| BTC Grayscale Bitcoin Mini ETF | 0.43% | 34,668 | $1.7M | Add +8.8% |
| BLK BlackRock Inc. | 0.42% | 1,549 | $1.6M | Add +13.2% |
| TMUS T-Mobile US Inc. | 0.42% | 6,816 | $1.6M | No change |
| JPST JPMorgan Ultra-Short Income | 0.42% | 31,950 | $1.6M | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 3,325 | $1.6M | Reduce -32.3% |
| RTX RTX Corp. | 0.41% | 10,757 | $1.6M | Reduce -0.2% |
| VTIP Vanguard Short-Term Tips | 0.40% | 30,345 | $1.5M | Add +1.6% |
| ITW Illinois Tool Works | 0.39% | 6,099 | $1.5M | Reduce -3.3% |
| ORCL Oracle Corp. | 0.39% | 6,881 | $1.5M | Add +2.6% |
| CTA Simplify Managed Futures St | 0.39% | 55,481 | $1.5M | Add +8.2% |
| BSV Vanguard Short-Term Bond ETF | 0.37% | 17,964 | $1.4M | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.37% | 6,836 | $1.4M | Reduce -25.6% |
| AEM Agnico Eagle Mines Ltd. | 0.36% | 11,731 | $1.4M | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.36% | 20,584 | $1.4M | Reduce -6.2% |
| PXF Invesco Rafi Developed Marke | 0.35% | 23,596 | $1.4M | No change |
| CVX Chevron Corp. | 0.35% | 9,254 | $1.3M | Reduce -4.4% |
| TXN Texas Instruments Inc. | 0.34% | 6,338 | $1.3M | Reduce -0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.34% | 15,639 | $1.3M | No change |
| CI The Cigna Group | 0.33% | 3,827 | $1.3M | Reduce -2.2% |
| CL Colgate-Palmolive Co. | 0.33% | 13,872 | $1.3M | Reduce -0.2% |
| KKR KKR & Co. Inc. | 0.33% | 9,404 | $1.3M | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.33% | 13,262 | $1.2M | Add +5.4% |
| GBTC Grayscale Bitcoin Trust ETF | 0.32% | 14,545 | $1.2M | Reduce -2.4% |
| AVGO Broadcom Inc. | 0.32% | 4,460 | $1.2M | No change |
| LIN Linde PLC | 0.29% | 2,385 | $1.1M | Reduce -0.2% |
| UNP Union Pacific Corp. | 0.29% | 4,798 | $1.1M | Add +0.8% |
| RSP Invesco S&P 500 Equal Weight | 0.29% | 6,008 | $1.1M | Reduce -16.1% |
| MA Mastercard Inc. Class A | 0.28% | 1,927 | $1.1M | No change |
| CSCO Cisco Systems Inc. | 0.28% | 15,559 | $1.1M | Reduce -4.5% |
| NEE Nextera Energy Inc. | 0.28% | 15,330 | $1.1M | Reduce -8.5% |
| GEV GE Vernova Inc. | 0.27% | 1,980 | $1.0M | No change |
| UBER Uber Technologies Inc. | 0.27% | 11,228 | $1.0M | Add +14.4% |
| ETH Grayscale Ethereum Staking M | 0.26% | 42,678 | $1.0M | Add +5.8% |
| LOW Lowe's Cos Inc. | 0.26% | 4,484 | $995K | No change |
| VGK Vanguard Ftse Europe ETF | 0.25% | 12,500 | $969K | Add +4.2% |
| XLK SS Technology Select Sector | 0.25% | 3,795 | $961K | Reduce -4.1% |
| INDB Independent Bank Corp. | 0.25% | 15,100 | $950K | No change |
| EMR Emerson Electric Co. | 0.24% | 6,819 | $909K | Reduce -6.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 7,314 | $907K | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 0.23% | 5,057 | $897K | Reduce -8.3% |
| MCK McKesson Corp. | 0.23% | 1,208 | $885K | No change |
| RKLB Rocket Lab Corp. | 0.23% | 24,708 | $884K | No change |
| MMM 3M Co. | 0.23% | 5,748 | $875K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.5% | 4.74% | −0.68 |
| XOM Exxon Mobil Corp. | Reduce -23.9% | 1.26% | −0.64 |
| UNH Unitedhealth Group Inc. | Reduce -75.3% | 0.09% | −0.54 |
| JNJ Johnson & Johnson | Reduce -12.5% | 1.03% | −0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -32.3% | 0.42% | −0.29 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -69.2% | 0.13% | −0.27 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -17.4% | 0.79% | −0.20 |
| MRK Merck & Co. Inc. | Reduce -7.9% | 0.54% | −0.15 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -12.0% | 1.13% | −0.14 |
| VEA Vanguard Ftse Developed ETF | Reduce -27.8% | 0.46% | −0.13 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.13 |
| ABBV Abbvie Inc. | Reduce -1.1% | 0.64% | −0.12 |
| VIG Vanguard Dividend Apprec ETF | Reduce -25.6% | 0.37% | −0.12 |
| QUAL iShares MSCI USA Quality Fac | Reduce -11.7% | 1.16% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.92% | −0.12 |
| VGIT Vanguard Intermediate-Term T | Reduce -49.0% | 0.11% | −0.11 |
| PEP Pepsico Inc. | Reduce -1.9% | 0.53% | −0.11 |
| QDF NT Qual Div ETF | Sold out | 0.00% | −0.10 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.7% | 1.82% | −0.10 |
| CVX Chevron Corp. | Reduce -4.4% | 0.35% | −0.09 |
| VCIT Vanguard Int-Term Corporate | Reduce -8.7% | 0.76% | −0.09 |
| MCD McDonald's Corp. | Reduce -6.7% | 0.44% | −0.08 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.08 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.08 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.08 |
| TRV The Travelers Cos Inc. | Reduce -26.5% | 0.19% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Reduce -4.8% | 0.17% | −0.07 |
| HD Home Depot Inc. | Reduce -1.0% | 1.43% | −0.07 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -39.7% | 0.12% | −0.07 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.07 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.06 |
| XLE SS Energy Select Sector | Reduce -18.9% | 0.15% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -46.9% | 0.07% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.4% | 1.48% | −0.06 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.06 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.06 |
| DE Deere & Co. | Sold out | 0.00% | −0.06 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.06 |
| GLD SPDR Gold Shares | Reduce -6.5% | 1.11% | −0.06 |
| OMC Omnicom Group | Sold out | 0.00% | −0.06 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.05 |
| STZ Constellation Brands Inc. Class A | Reduce -27.3% | 0.09% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -16.1% | 0.29% | −0.05 |
| CB Chubb Ltd. | Reduce -0.1% | 0.56% | −0.05 |
| XLV SS Health Care Select Sector | Reduce -10.8% | 0.17% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -8.5% | 0.28% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -29.1% | 0.13% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -11.3% | 0.55% | −0.03 |
| ITW Illinois Tool Works | Reduce -3.3% | 0.39% | −0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.1% | 0.68% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.3% | 4.35% | +0.58 |
| EFA iShares MSCI Eafe ETF | Add +10.7% | 3.37% | +0.48 |
| META Meta Platforms Inc. Class A | Add +3.9% | 1.90% | +0.41 |
| VTI VG Morningstar TS MKT ETF-US | Add +27.8% | 1.11% | +0.30 |
| AMZN Amazon.com Inc. | Add +2.1% | 2.45% | +0.29 |
| EEM iShares MSCI Emerging Market | Add +10.6% | 1.74% | +0.26 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.8% | 3.11% | +0.22 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 1.51% | +0.15 |
| ORCL Oracle Corp. | Add +2.6% | 0.39% | +0.14 |
| BTC Grayscale Bitcoin Mini ETF | Add +8.8% | 0.43% | +0.12 |
| SHY iShares 1-3 Year Treasury Bo | Add +16.9% | 0.85% | +0.10 |
| IDXX Idexx Laboratories Inc. | Add +2.5% | 0.44% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.3% | 0.51% | +0.09 |
| GDX Vaneck Gold Miners ETF | Add +4.8% | 0.65% | +0.08 |
| FBTC Fidelity Wise Origin Bitcoin | Add +5.4% | 0.33% | +0.08 |
| UBER Uber Technologies Inc. | Add +14.4% | 0.27% | +0.08 |
| ETH Grayscale Ethereum Staking M | Add +5.8% | 0.26% | +0.08 |
| BLK BlackRock Inc. | Add +13.2% | 0.42% | +0.07 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +52.4% | 0.18% | +0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.07% | +0.07 |
| MS Morgan Stanley | New | 0.06% | +0.06 |
| DELL Dell Technologies -C | New | 0.06% | +0.06 |
| BABA Alibaba Group Holding-SP ADR | New | 0.06% | +0.06 |
| ROK Rockwell Automation Inc. | New | 0.06% | +0.06 |
| WFC Wells Fargo & Co. | New | 0.06% | +0.06 |
| KOMP SS SPDR S&P Kensho Ne Comp | New | 0.05% | +0.05 |
| SLV iShares Silver Trust | New | 0.05% | +0.05 |
| ACWI iShares MSCI Acwi ETF | Add +0.1% | 0.71% | +0.04 |
| CRM Salesforce Inc. | Add +30.2% | 0.16% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +0.2% | 0.51% | +0.03 |
| VGK Vanguard Ftse Europe ETF | Add +4.2% | 0.25% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +4.5% | 0.56% | +0.00 |
| TJX TJX Companies Inc. | Add +1.7% | 0.46% | −0.00 |
| SHEL Shell PLC-ADR | Add +5.7% | 0.17% | −0.00 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +3.2% | 0.89% | −0.01 |
| VTIP Vanguard Short-Term Tips | Add +1.6% | 0.40% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Add +0.8% | 0.22% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +0.1% | 0.37% | −0.01 |
| PFE Pfizer Inc. | Add +1.0% | 0.19% | −0.01 |
| V Visa Inc. Class A | Add +1.3% | 1.22% | −0.01 |
| UNP Union Pacific Corp. | Add +0.8% | 0.29% | −0.02 |
| CTA Simplify Managed Futures St | Add +8.2% | 0.39% | −0.02 |
| WM Waste Management Inc. | Add +1.8% | 0.74% | −0.02 |
| ACN Accenture PLC Class A | Add +1.5% | 0.48% | −0.03 |
| LLY Eli Lilly & Co. | Add +0.9% | 0.84% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Add +2.2% | 0.54% | −0.13 |
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 |