Aries Wealth Management
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Aries Wealth Management reported 231 stock positions worth $422.6 million. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by Microsoft (MSFT, 4.4%) and Vanguard Mrngstar GR ETF-Sui (VUG, 4.3%). Compared with Q2 2025, it opened 15 new positions, sold out of 1, added to 53 and reduced 53. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +26%) and the biggest sale Meta Platforms Class A (META, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- PORTLAND, ME
- CIK
- 0001729515
- Portfolio Value
- $422.6M (Q3 2025)
- SEC Filing
- 0001172661-25-004662 ↗ filed Nov 10, 2025
Holdings Value
Holdings 231 stocks · $422.6M
| AAPL Apple Inc. | 5.28% | 87,680 | $22.3M | Reduce -0.8% |
| MSFT Microsoft Corp. | 4.36% | 35,553 | $18.4M | Add +0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.31% | 38,017 | $18.2M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.83% | 24,323 | $16.2M | Add +25.7% |
| EFA iShares MSCI Eafe ETF | 3.46% | 156,529 | $14.6M | Add +8.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.14% | 52,145 | $13.3M | Add +3.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.85% | 41,055 | $12.1M | Add +0.9% |
| AMZN Amazon.com Inc. | 2.22% | 42,768 | $9.4M | Add +0.2% |
| CAT Caterpillar Inc. | 2.03% | 17,975 | $8.6M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 1.88% | 32,672 | $7.9M | Reduce -0.2% |
| EEM iShares MSCI Emerging Market | 1.85% | 146,460 | $7.8M | Add +6.2% |
| SDY SS SPDR S&P Dividend ETF | 1.70% | 51,429 | $7.2M | No change |
| META Meta Platforms Inc. Class A | 1.66% | 9,566 | $7.0M | Reduce -2.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.53% | 34,781 | $6.5M | Add +8.9% |
| HD Home Depot Inc. | 1.45% | 15,122 | $6.1M | Add +1.1% |
| IWV iShares Russell 3000 ETF | 1.37% | 15,294 | $5.8M | No change |
| JPM JPMorgan Chase & Co. | 1.31% | 17,561 | $5.5M | Add +1.9% |
| WMT Walmart Inc. | 1.31% | 53,691 | $5.5M | Add +0.1% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 1.23% | 204,284 | $5.2M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 1.19% | 44,618 | $5.0M | No change |
| GLD SPDR Gold Shares | 1.18% | 13,980 | $5.0M | Add +0.7% |
| JNJ Johnson & Johnson | 1.12% | 25,546 | $4.7M | Reduce -0.6% |
| QUAL iShares MSCI USA Quality Fac | 1.12% | 24,256 | $4.7M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.10% | 14,114 | $4.6M | Add +0.5% |
| DGRW Wisdomtree U.S. Quality Divi | 1.08% | 51,386 | $4.6M | Reduce -0.4% |
| V Visa Inc. Class A | 1.07% | 13,283 | $4.5M | Add +1.4% |
| GDX Vaneck Gold Miners ETF | 0.86% | 47,404 | $3.6M | Reduce -0.7% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.84% | 114,648 | $3.5M | Add +3.3% |
| COST Costco Wholesale Corp. | 0.83% | 3,768 | $3.5M | Add +5.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.82% | 41,775 | $3.5M | Add +6.0% |
| PG The Procter & Gamble Co. | 0.80% | 21,957 | $3.4M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.79% | 4,351 | $3.3M | Add +5.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.76% | 11,437 | $3.2M | No change |
| ACWI iShares MSCI Acwi ETF | 0.70% | 21,382 | $3.0M | Add +1.5% |
| VCIT Vanguard Int-Term Corporate | 0.70% | 35,135 | $3.0M | Add +0.1% |
| ABBV Abbvie Inc. | 0.70% | 12,757 | $3.0M | Reduce -3.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.69% | 30,645 | $2.9M | Reduce -5.2% |
| WM Waste Management Inc. | 0.65% | 12,525 | $2.8M | Add +1.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.63% | 49,862 | $2.6M | Add +1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.57% | 4,999 | $2.4M | Reduce -1.7% |
| ABT Abbott Laboratories | 0.55% | 17,428 | $2.3M | Reduce -0.0% |
| VOO Vanguard S&P 500 ETF | 0.55% | 3,807 | $2.3M | Add +2.7% |
| VWO Vanguard Ftse Emerging Marke | 0.54% | 41,993 | $2.3M | Add +7.3% |
| ADP Automatic Data Processing | 0.53% | 7,587 | $2.2M | Reduce -0.0% |
| AGG iShares Core U.S. Aggregate | 0.52% | 22,035 | $2.2M | Add +2.6% |
| MRK Merck & Co. Inc. | 0.52% | 26,034 | $2.2M | Reduce -0.6% |
| PEP Pepsico Inc. | 0.51% | 15,302 | $2.1M | No change |
| GE General Electric filed as GE AEROSPACE | 0.50% | 7,028 | $2.1M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 3,511 | $2.1M | No change |
| CB Chubb Ltd. | 0.50% | 7,439 | $2.1M | No change |
| IDXX Idexx Laboratories Inc. | 0.49% | 3,248 | $2.1M | Add +2.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.49% | 14,351 | $2.1M | No change |
| AEM Agnico Eagle Mines Ltd. | 0.47% | 11,731 | $2.0M | No change |
| ORCL Oracle Corp. | 0.46% | 6,881 | $1.9M | No change |
| NVDA Nvidia Corp. | 0.45% | 10,235 | $1.9M | Reduce -10.9% |
| BTC Grayscale Bitcoin Mini ETF | 0.45% | 37,503 | $1.9M | Add +8.2% |
| BLK BlackRock Inc. | 0.45% | 1,625 | $1.9M | Add +4.9% |
| RTX RTX Corp. | 0.45% | 11,255 | $1.9M | Add +4.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.44% | 23,247 | $1.9M | No change |
| VEA Vanguard Ftse Developed ETF | 0.44% | 31,000 | $1.9M | No change |
| ETH Grayscale Ethereum Staking M | 0.43% | 46,828 | $1.8M | Add +9.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 3,547 | $1.8M | Add +6.7% |
| MCD McDonald's Corp. | 0.41% | 5,740 | $1.7M | No change |
| JPST JPMorgan Ultra-Short Income | 0.40% | 33,415 | $1.7M | Add +4.6% |
| TMUS T-Mobile US Inc. | 0.39% | 6,816 | $1.6M | No change |
| ITW Illinois Tool Works | 0.38% | 6,098 | $1.6M | Reduce -0.0% |
| VTIP Vanguard Short-Term Tips | 0.37% | 31,145 | $1.6M | Add +2.6% |
| CTA Simplify Managed Futures St | 0.36% | 55,091 | $1.5M | Reduce -0.7% |
| CVX Chevron Corp. | 0.36% | 9,863 | $1.5M | Add +6.6% |
| ACN Accenture PLC Class A | 0.35% | 6,062 | $1.5M | Reduce -1.4% |
| VIG Vanguard Dividend Apprec ETF | 0.35% | 6,826 | $1.5M | Reduce -0.1% |
| PXF Invesco Rafi Developed Marke | 0.34% | 23,406 | $1.4M | Reduce -0.8% |
| BSV Vanguard Short-Term Bond ETF | 0.33% | 17,929 | $1.4M | Reduce -0.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.33% | 19,609 | $1.4M | Reduce -4.7% |
| FBTC Fidelity Wise Origin Bitcoin | 0.33% | 13,827 | $1.4M | Add +4.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.32% | 15,639 | $1.4M | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.31% | 14,545 | $1.3M | No change |
| AVGO Broadcom Inc. | 0.30% | 3,905 | $1.3M | Reduce -12.4% |
| GOOG Alphabet Inc. Class C | 0.30% | 5,142 | $1.3M | Add +1.7% |
| TXN Texas Instruments Inc. | 0.29% | 6,777 | $1.2M | Add +6.9% |
| GEV GE Vernova Inc. | 0.29% | 1,980 | $1.2M | No change |
| KKR KKR & Co. Inc. | 0.29% | 9,364 | $1.2M | Reduce -0.4% |
| ETHE Grayscale Ethereum Staking E | 0.28% | 35,077 | $1.2M | Reduce -0.6% |
| UNP Union Pacific Corp. | 0.27% | 4,830 | $1.1M | Add +0.7% |
| RSP Invesco S&P 500 Equal Weight | 0.27% | 6,008 | $1.1M | No change |
| LIN Linde PLC | 0.27% | 2,385 | $1.1M | No change |
| CL Colgate-Palmolive Co. | 0.27% | 14,157 | $1.1M | Add +2.0% |
| LOW Lowe's Cos Inc. | 0.27% | 4,484 | $1.1M | No change |
| NEE Nextera Energy Inc. | 0.27% | 14,923 | $1.1M | Reduce -2.6% |
| RKLB Rocket Lab Corp. | 0.27% | 23,438 | $1.1M | Reduce -5.1% |
| UBER Uber Technologies Inc. | 0.26% | 11,355 | $1.1M | Add +1.1% |
| CI The Cigna Group | 0.26% | 3,827 | $1.1M | No change |
| MA Mastercard Inc. Class A | 0.26% | 1,912 | $1.1M | Reduce -0.8% |
| XLK SS Technology Select Sector | 0.25% | 3,795 | $1.1M | No change |
| CSCO Cisco Systems Inc. | 0.25% | 15,559 | $1.1M | No change |
| INDB Independent Bank Corp. | 0.25% | 15,100 | $1.0M | No change |
| VGK Vanguard Ftse Europe ETF | 0.24% | 12,500 | $998K | No change |
| MCK McKesson Corp. | 0.22% | 1,208 | $933K | No change |
| VXF Vanguard Extended Market ETF | 0.22% | 4,369 | $915K | No change |
| KLAC KLA Corp. | 0.21% | 841 | $907K | Reduce -0.1% |
Portfolio Sells Q2 2025 → Q3 2025
| META Meta Platforms Inc. Class A | Reduce -2.7% | 1.66% | −0.23 |
| ACN Accenture PLC Class A | Reduce -1.4% | 0.35% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 0.80% | −0.12 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -5.2% | 0.69% | −0.10 |
| ADP Automatic Data Processing | Reduce -0.0% | 0.53% | −0.08 |
| ABT Abbott Laboratories | Reduce -0.0% | 0.55% | −0.07 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Reduce -19.1% | 0.12% | −0.05 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -0.4% | 1.08% | −0.05 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.2% | 1.12% | −0.04 |
| KKR KKR & Co. Inc. | Reduce -0.4% | 0.29% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -0.1% | 0.18% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.1% | 0.18% | −0.04 |
| DHR Danaher Corp. | Reduce -17.3% | 0.11% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.2% | 0.33% | −0.03 |
| EMR Emerson Electric Co. | Reduce -2.2% | 0.21% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -4.7% | 0.33% | −0.03 |
| ARES Ares Management Corp. Class A | Reduce -0.0% | 0.14% | −0.03 |
| SHEL Shell PLC-ADR | Reduce -9.3% | 0.14% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 0.26% | −0.03 |
| AMP Ameriprise Financial Inc. | Reduce -0.1% | 0.13% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -0.6% | 0.52% | −0.02 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Reduce -0.3% | 1.23% | −0.02 |
| CTA Simplify Managed Futures St | Reduce -0.7% | 0.36% | −0.02 |
| XLE SS Energy Select Sector | Reduce -11.1% | 0.13% | −0.02 |
| NVDA Nvidia Corp. | Reduce -10.9% | 0.45% | −0.02 |
| CHD Church & Dwight Co. Inc. | Reduce -9.2% | 0.07% | −0.02 |
| MMM 3M Co. | Reduce -0.8% | 0.21% | −0.02 |
| ITW Illinois Tool Works | Reduce -0.0% | 0.38% | −0.02 |
| TTE Totalenergies SE -Spon ADR | Reduce -2.0% | 0.11% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 0.35% | −0.02 |
| AVGO Broadcom Inc. | Reduce -12.4% | 0.30% | −0.02 |
| PXF Invesco Rafi Developed Marke | Reduce -0.8% | 0.34% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -2.6% | 0.27% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -10.0% | 0.06% | −0.01 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -0.6% | 0.17% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -0.7% | 0.07% | −0.01 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -3.1% | 0.17% | −0.01 |
| HUBB Hubbell Inc. | Reduce -0.1% | 0.12% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -6.1% | 0.08% | −0.01 |
| COP Conocophillips | Reduce -0.0% | 0.08% | −0.00 |
| QARP DBX ETF Trust - Xtrackers Ru | Reduce -1.0% | 0.08% | −0.00 |
| MS Morgan Stanley | Reduce -0.1% | 0.06% | +0.00 |
| EDIT Editas Medicine Inc. | Reduce -7.4% | 0.01% | +0.00 |
| LRCX Lam Research Corp. | Reduce -6.8% | 0.10% | +0.01 |
| KLAC KLA Corp. | Reduce -0.1% | 0.21% | +0.02 |
| RKLB Rocket Lab Corp. | Reduce -5.1% | 0.27% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.7% | 0.57% | +0.03 |
| ABBV Abbvie Inc. | Reduce -3.1% | 0.70% | +0.06 |
| ETHE Grayscale Ethereum Staking E | Reduce -0.6% | 0.28% | +0.09 |
Portfolio Buys Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +25.7% | 3.83% | +0.71 |
| CAT Caterpillar Inc. | Add +0.5% | 2.03% | +0.21 |
| ETH Grayscale Ethereum Staking M | Add +9.7% | 0.43% | +0.17 |
| EEM iShares MSCI Emerging Market | Add +6.2% | 1.85% | +0.11 |
| GDLC Grayscale Coindesk 5 ETF | New | 0.09% | +0.09 |
| EFA iShares MSCI Eafe ETF | Add +8.4% | 3.46% | +0.09 |
| GLD SPDR Gold Shares | Add +0.7% | 1.18% | +0.07 |
| JMST JPM Ultra-Short Muni Income | New | 0.07% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +1.7% | 0.30% | +0.06 |
| MHK Mohawk Industries Inc. | New | 0.06% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.9% | 1.53% | +0.06 |
| ISTB iShares Core 1-5 Year Usd Bo | New | 0.05% | +0.05 |
| BX Blackstone Inc. | New | 0.05% | +0.05 |
| GPC Genuine Parts Co. | New | 0.05% | +0.05 |
| ESGD iShares Trust iShares ESG Aw | New | 0.05% | +0.05 |
| VGT Vanguard Info Tech ETF | New | 0.05% | +0.05 |
| HXL Hexcel Corp. | New | 0.05% | +0.05 |
| DE Deere & Co. | New | 0.05% | +0.05 |
| BDYN iShares DYN Act ETF | New | 0.05% | +0.05 |
| BWXT BWX Technologies Inc. | New | 0.05% | +0.05 |
| GEHC GE Healthcare Technology | New | 0.05% | +0.05 |
| PWR Quanta Services Inc. | New | 0.05% | +0.05 |
| IDXX Idexx Laboratories Inc. | Add +2.4% | 0.49% | +0.05 |
| BABA Alibaba Group Holding-SP ADR | Add +18.9% | 0.10% | +0.04 |
| RTX RTX Corp. | Add +4.6% | 0.45% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +7.3% | 0.54% | +0.03 |
| VSTM Verastem Inc. | Add +10.5% | 0.05% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.7% | 3.14% | +0.02 |
| BLK BlackRock Inc. | Add +4.9% | 0.45% | +0.02 |
| VGSH Vanguard Short-Term Treasury | Add +39.1% | 0.10% | +0.02 |
| IAU iShares Gold Trust | Add +10.4% | 0.13% | +0.02 |
| NIO Nio Inc. - ADR | New | 0.02% | +0.02 |
| BTC Grayscale Bitcoin Mini ETF | Add +8.2% | 0.45% | +0.02 |
| HD Home Depot Inc. | Add +1.1% | 1.45% | +0.02 |
| CVX Chevron Corp. | Add +6.6% | 0.36% | +0.02 |
| CPNG Coupang Inc. | Add +9.9% | 0.08% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +1.9% | 1.31% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +2.7% | 0.55% | +0.00 |
| FBTC Fidelity Wise Origin Bitcoin | Add +4.3% | 0.33% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.7% | 0.42% | −0.00 |
| CRM Salesforce Inc. | Add +26.4% | 0.16% | −0.00 |
| PFE Pfizer Inc. | Add +3.3% | 0.19% | −0.00 |
| ISRG Intuitive Surgical Inc. | Add +27.0% | 0.07% | −0.00 |
| ACWI iShares MSCI Acwi ETF | Add +1.5% | 0.70% | −0.01 |
| UBER Uber Technologies Inc. | Add +1.1% | 0.26% | −0.01 |
| ADBE Adobe Inc. | Add +10.8% | 0.15% | −0.01 |
| SHV iShares 0-1 Year Treasury Bo | Add +1.2% | 0.17% | −0.02 |
| UNP Union Pacific Corp. | Add +0.7% | 0.27% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.5% | 1.10% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Add +4.6% | 0.40% | −0.02 |
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 |