Aries Wealth Management
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 30, 2026), Aries Wealth Management reported 233 stock positions worth $451.6 million. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 4.4%) and Microsoft (MSFT, 3.8%). Compared with Q3 2025, it opened 11 new positions, sold out of 9, added to 63 and reduced 68. The biggest buy was a new position in iShares 0-3 Month Treasury B (SGOV) and the biggest sale Home Depot (HD, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PORTLAND, ME
- CIK
- 0001729515
- Portfolio Value
- $451.6M (Q4 2025)
- SEC Filing
- 0001172661-26-000402 ↗ filed Jan 30, 2026
Holdings Value
Holdings 233 stocks · $451.6M
| AAPL Apple Inc. | 5.25% | 87,287 | $23.7M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.37% | 40,491 | $19.8M | Add +6.5% |
| MSFT Microsoft Corp. | 3.82% | 35,652 | $17.2M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.79% | 25,092 | $17.1M | Add +3.2% |
| EFA iShares MSCI Eafe ETF | 3.76% | 176,664 | $17.0M | Add +12.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.31% | 58,035 | $15.0M | Add +11.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.86% | 44,496 | $12.9M | Add +8.4% |
| GOOGL Alphabet Inc. Class A | 2.28% | 32,844 | $10.3M | Add +0.5% |
| CAT Caterpillar Inc. | 2.25% | 17,753 | $10.2M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 2.19% | 42,922 | $9.9M | Add +0.4% |
| EEM iShares MSCI Emerging Market | 2.13% | 176,230 | $9.6M | Add +20.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.68% | 39,721 | $7.6M | Add +14.2% |
| SDY SS SPDR S&P Dividend ETF | 1.56% | 50,770 | $7.1M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 1.53% | 10,496 | $6.9M | Add +9.7% |
| SGOV iShares 0-3 Month Treasury B | 1.48% | 66,450 | $6.7M | New |
| VTI VG Morningstar TS MKT ETF-US | 1.39% | 18,740 | $6.3M | Add +32.8% |
| WMT Walmart Inc. | 1.34% | 54,480 | $6.1M | Add +1.5% |
| IWV iShares Russell 3000 ETF | 1.31% | 15,294 | $5.9M | No change |
| GLD SPDR Gold Shares | 1.27% | 14,498 | $5.7M | Add +3.7% |
| JPM JPMorgan Chase & Co. | 1.24% | 17,397 | $5.6M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 1.19% | 44,677 | $5.4M | Add +0.1% |
| JNJ Johnson & Johnson | 1.17% | 25,546 | $5.3M | No change |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 1.17% | 204,284 | $5.3M | No change |
| HD Home Depot Inc. | 1.14% | 15,003 | $5.2M | Reduce -0.8% |
| QUAL iShares MSCI USA Quality Fac | 1.05% | 23,966 | $4.8M | Reduce -1.2% |
| SHY iShares 1-3 Year Treasury Bo | 1.04% | 56,970 | $4.7M | Add +36.4% |
| V Visa Inc. Class A | 1.02% | 13,116 | $4.6M | Reduce -1.3% |
| DGRW Wisdomtree U.S. Quality Divi | 1.00% | 50,445 | $4.5M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 0.97% | 4,080 | $4.4M | Reduce -6.2% |
| GDX Vaneck Gold Miners ETF | 0.90% | 47,364 | $4.1M | Reduce -0.1% |
| VCIT Vanguard Int-Term Corporate | 0.88% | 47,414 | $4.0M | Add +35.0% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.84% | 123,171 | $3.8M | Add +7.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.76% | 11,517 | $3.4M | Add +0.7% |
| COST Costco Wholesale Corp. | 0.75% | 3,918 | $3.4M | Add +4.0% |
| PG The Procter & Gamble Co. | 0.69% | 21,872 | $3.1M | Reduce -0.4% |
| ACWI iShares MSCI Acwi ETF | 0.67% | 21,540 | $3.0M | Add +0.7% |
| ABBV Abbvie Inc. | 0.64% | 12,730 | $2.9M | Reduce -0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.63% | 4,924 | $2.9M | Reduce -1.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.63% | 30,085 | $2.8M | Reduce -1.8% |
| WM Waste Management Inc. | 0.60% | 12,385 | $2.7M | Reduce -1.1% |
| MRK Merck & Co. Inc. | 0.60% | 25,849 | $2.7M | Reduce -0.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.58% | 49,894 | $2.6M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 0.58% | 26,264 | $2.6M | Add +19.2% |
| VOO Vanguard S&P 500 ETF | 0.51% | 3,707 | $2.3M | Reduce -2.6% |
| CB Chubb Ltd. | 0.51% | 7,422 | $2.3M | Reduce -0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.51% | 42,556 | $2.3M | Add +1.3% |
| ABT Abbott Laboratories | 0.50% | 17,906 | $2.2M | Add +2.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.49% | 14,450 | $2.2M | Add +0.7% |
| PEP Pepsico Inc. | 0.49% | 15,379 | $2.2M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.48% | 3,526 | $2.2M | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.48% | 7,028 | $2.2M | No change |
| IDXX Idexx Laboratories Inc. | 0.48% | 3,177 | $2.1M | Reduce -2.2% |
| BTC Grayscale Bitcoin Mini ETF | 0.43% | 50,461 | $2.0M | Add +34.5% |
| ADP Automatic Data Processing | 0.43% | 7,587 | $2.0M | No change |
| RTX RTX Corp. | 0.43% | 10,633 | $2.0M | Reduce -5.5% |
| VEA Vanguard Ftse Developed ETF | 0.43% | 31,000 | $1.9M | No change |
| ETH Grayscale Ethereum Staking M | 0.41% | 65,997 | $1.9M | Add +40.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.41% | 23,187 | $1.8M | Reduce -0.3% |
| MCD McDonald's Corp. | 0.39% | 5,804 | $1.8M | Add +1.1% |
| AEM Agnico Eagle Mines Ltd. | 0.38% | 10,077 | $1.7M | Reduce -14.1% |
| BLK BlackRock Inc. | 0.38% | 1,583 | $1.7M | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 3,347 | $1.7M | Reduce -5.6% |
| JPST JPMorgan Ultra-Short Income | 0.37% | 32,915 | $1.7M | Reduce -1.5% |
| NVDA Nvidia Corp. | 0.36% | 8,786 | $1.6M | Reduce -14.2% |
| RKLB Rocket Lab Corp. | 0.35% | 22,818 | $1.6M | Reduce -2.6% |
| VTIP Vanguard Short-Term Tips | 0.35% | 31,566 | $1.6M | Add +1.4% |
| PXF Invesco Rafi Developed Marke | 0.34% | 23,406 | $1.5M | No change |
| GOOG Alphabet Inc. Class C | 0.34% | 4,877 | $1.5M | Reduce -5.2% |
| AVGO Broadcom Inc. | 0.33% | 4,348 | $1.5M | Add +11.3% |
| ITW Illinois Tool Works | 0.33% | 6,098 | $1.5M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 6,735 | $1.5M | Reduce -1.3% |
| CVX Chevron Corp. | 0.32% | 9,609 | $1.5M | Reduce -2.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.32% | 19,609 | $1.4M | No change |
| ACN Accenture PLC Class A | 0.31% | 5,278 | $1.4M | Reduce -12.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.31% | 15,639 | $1.4M | No change |
| ORCL Oracle Corp. | 0.30% | 6,968 | $1.4M | Add +1.3% |
| BSV Vanguard Short-Term Bond ETF | 0.30% | 17,156 | $1.4M | Reduce -4.3% |
| GEV GE Vernova Inc. | 0.29% | 1,980 | $1.3M | No change |
| CSCO Cisco Systems Inc. | 0.27% | 15,559 | $1.2M | No change |
| UNP Union Pacific Corp. | 0.26% | 5,080 | $1.2M | Add +5.2% |
| FBTC Fidelity Wise Origin Bitcoin | 0.26% | 15,412 | $1.2M | Add +11.5% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 6,008 | $1.2M | No change |
| NEE Nextera Energy Inc. | 0.25% | 14,124 | $1.1M | Reduce -5.3% |
| KKR KKR & Co. Inc. | 0.25% | 8,864 | $1.1M | Reduce -5.3% |
| TXN Texas Instruments Inc. | 0.25% | 6,488 | $1.1M | Reduce -4.3% |
| CL Colgate-Palmolive Co. | 0.25% | 14,062 | $1.1M | Reduce -0.7% |
| MA Mastercard Inc. Class A | 0.25% | 1,939 | $1.1M | Add +1.4% |
| UBER Uber Technologies Inc. | 0.24% | 13,461 | $1.1M | Add +18.6% |
| CTA Simplify Managed Futures St | 0.24% | 40,306 | $1.1M | Reduce -26.8% |
| XLK SS Technology Select Sector | 0.24% | 7,590 | $1.1M | No change |
| INDB Independent Bank Corp. | 0.24% | 14,872 | $1.1M | Reduce -1.5% |
| LOW Lowe's Cos Inc. | 0.24% | 4,484 | $1.1M | No change |
| MUB iShares National Muni Bond E | 0.24% | 10,080 | $1.1M | Add +102.4% |
| CI The Cigna Group | 0.23% | 3,827 | $1.1M | No change |
| VGK Vanguard Ftse Europe ETF | 0.23% | 12,500 | $1.0M | No change |
| KLAC KLA Corp. | 0.23% | 841 | $1.0M | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.22% | 19,670 | $1.0M | Add +262.3% |
| LIN Linde PLC | 0.22% | 2,334 | $995K | Reduce -2.1% |
| MCK McKesson Corp. | 0.22% | 1,208 | $991K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 8,314 | $946K | Add +13.7% |
Portfolio Sells Q3 2025 → Q4 2025
| HD Home Depot Inc. | Reduce -0.8% | 1.14% | −0.31 |
| TMUS T-Mobile US Inc. | Reduce -52.1% | 0.15% | −0.24 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.3% | 1.56% | −0.14 |
| CTA Simplify Managed Futures St | Reduce -26.8% | 0.24% | −0.12 |
| ETHE Grayscale Ethereum Staking E | Reduce -6.0% | 0.18% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.69% | −0.10 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -5.7% | 0.21% | −0.10 |
| AEM Agnico Eagle Mines Ltd. | Reduce -14.1% | 0.38% | −0.09 |
| NVDA Nvidia Corp. | Reduce -14.2% | 0.36% | −0.09 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -1.8% | 1.00% | −0.08 |
| BLK BlackRock Inc. | Reduce -2.6% | 0.38% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -0.9% | 1.24% | −0.07 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.07 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.8% | 0.63% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.2% | 1.05% | −0.06 |
| ABBV Abbvie Inc. | Reduce -0.2% | 0.64% | −0.05 |
| ISTB iShares Core 1-5 Year Usd Bo | Sold out | 0.00% | −0.05 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.05 |
| V Visa Inc. Class A | Reduce -1.3% | 1.02% | −0.05 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.05 |
| ESGD iShares Trust iShares ESG Aw | Sold out | 0.00% | −0.05 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.05 |
| WM Waste Management Inc. | Reduce -1.1% | 0.60% | −0.05 |
| DE Deere & Co. | Sold out | 0.00% | −0.05 |
| BWXT BWX Technologies Inc. | Sold out | 0.00% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.6% | 0.37% | −0.05 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.05 |
| LIN Linde PLC | Reduce -2.1% | 0.22% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -7.3% | 0.14% | −0.05 |
| TXN Texas Instruments Inc. | Reduce -4.3% | 0.25% | −0.05 |
| CHKP Check Point Software Tech | Reduce -20.4% | 0.08% | −0.04 |
| ACN Accenture PLC Class A | Reduce -12.9% | 0.31% | −0.04 |
| RNR Renaissancere Holdings Ltd. | Reduce -30.1% | 0.10% | −0.04 |
| CVX Chevron Corp. | Reduce -2.6% | 0.32% | −0.04 |
| KKR KKR & Co. Inc. | Reduce -5.3% | 0.25% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -2.6% | 0.51% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.3% | 0.30% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.5% | 0.37% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.3% | 0.41% | −0.03 |
| XNTK SS SPDR Nyse Tech ETF | Reduce -25.0% | 0.07% | −0.03 |
| AAPL Apple Inc. | Reduce -0.5% | 5.25% | −0.03 |
| WSM Williams-Sonoma Inc. | Reduce -2.1% | 0.14% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -23.8% | 0.06% | −0.03 |
| MRSH Marsh & McLennan Cos | Reduce -0.1% | 0.16% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -0.7% | 0.25% | −0.02 |
| PFE Pfizer Inc. | Reduce -3.2% | 0.17% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.3% | 0.33% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -19.7% | 0.05% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -5.3% | 0.25% | −0.02 |
| IDXX Idexx Laboratories Inc. | Reduce -2.2% | 0.48% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| SGOV iShares 0-3 Month Treasury B | New | 1.48% | +1.48 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 2.28% | +0.40 |
| EFA iShares MSCI Eafe ETF | Add +12.9% | 3.76% | +0.30 |
| VTI VG Morningstar TS MKT ETF-US | Add +32.8% | 1.39% | +0.30 |
| EEM iShares MSCI Emerging Market | Add +20.3% | 2.13% | +0.28 |
| SHY iShares 1-3 Year Treasury Bo | Add +36.4% | 1.04% | +0.22 |
| VCIT Vanguard Int-Term Corporate | Add +35.0% | 0.88% | +0.18 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +11.3% | 3.31% | +0.18 |
| JMST JPM Ultra-Short Muni Income | Add +262.3% | 0.22% | +0.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +14.2% | 1.68% | +0.14 |
| MUB iShares National Muni Bond E | Add +102.4% | 0.24% | +0.11 |
| GLD SPDR Gold Shares | Add +3.7% | 1.27% | +0.10 |
| TSLA Tesla Inc. | New | 0.06% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +6.5% | 4.37% | +0.06 |
| AGG iShares Core U.S. Aggregate | Add +19.2% | 0.58% | +0.06 |
| CMI Cummins Inc. | New | 0.05% | +0.05 |
| COR Cencora Inc. | New | 0.05% | +0.05 |
| TTMI TTM Technologies | New | 0.05% | +0.05 |
| GDLC Grayscale Coindesk 5 ETF | Add +109.8% | 0.13% | +0.04 |
| NFLX Netflix Inc. | Add +72.6% | 0.17% | +0.04 |
| WMT Walmart Inc. | Add +1.5% | 1.34% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +21.7% | 0.10% | +0.03 |
| CPSH CPS Technologies Corp. | New | 0.03% | +0.03 |
| AVGO Broadcom Inc. | Add +11.3% | 0.33% | +0.03 |
| AZN Astrazeneca PLC-Spons ADR | Add +1.9% | 0.19% | +0.02 |
| GSOL Grayscale Solana Staking ETF | New | 0.02% | +0.02 |
| COTY Coty Inc. Class A | New | 0.01% | +0.01 |
| DIS The Walt Disney Co. | Add +13.7% | 0.21% | +0.01 |
| CRM Salesforce Inc. | Add +1.4% | 0.17% | +0.01 |
| AXP American Express Co. | Add +1.2% | 0.17% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.4% | 2.86% | +0.01 |
| FUBO Fubotv Inc. | New | 0.01% | +0.01 |
| WFC Wells Fargo & Co. | Add +4.8% | 0.06% | +0.00 |
| SHV iShares 0-1 Year Treasury Bo | Add +10.1% | 0.17% | +0.00 |
| VGSH Vanguard Short-Term Treasury | Add +12.0% | 0.10% | +0.00 |
| ABTC American Bitcoin Corp. | New | 0.00% | +0.00 |
| CEG Constellation Energy | Add +2.8% | 0.11% | +0.00 |
| CGC Canopy Growth Corp. | New | 0.00% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +5.2% | 0.15% | +0.00 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +7.4% | 0.84% | +0.00 |
| TJX TJX Companies Inc. | Add +0.7% | 0.49% | +0.00 |
| PWR Quanta Services Inc. | Add +6.3% | 0.05% | +0.00 |
| XOM Exxon Mobil Corp. | Add +0.1% | 1.19% | +0.00 |
| KOMP SS SPDR S&P Kensho Ne Comp | Add +9.3% | 0.05% | −0.00 |
| ALL Allstate Corp. | Add +6.9% | 0.07% | −0.00 |
| WMB Williams Cos Inc. | Add +8.4% | 0.06% | −0.00 |
| DMXU Xtrckr BBG Dev MK Ex Use ETF | Add +1.1% | 0.07% | −0.00 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +1.1% | 0.11% | −0.00 |
| EMR Emerson Electric Co. | Add +2.3% | 0.20% | −0.01 |
| IBM Intl Business Machines Corp. | Add +0.7% | 0.76% | −0.01 |
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 |