Aries Wealth Management
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Aries Wealth Management reported 234 stock positions worth $454.8 million. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 4.2%) and Vanguard Mrngstar GR ETF-Sui (VUG, 4.1%). Compared with Q4 2025, it opened 12 new positions, sold out of 11, added to 47 and reduced 63. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +36%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PORTLAND, ME
- CIK
- 0001729515
- Portfolio Value
- $454.8M (Q1 2026)
- SEC Filing
- 0001172661-26-001991 ↗ filed May 15, 2026
Holdings Value
Holdings 234 stocks · $454.8M
| AAPL Apple Inc. | 4.82% | 86,348 | $21.9M | Reduce -1.1% |
| EFA iShares MSCI Eafe ETF | 4.20% | 196,663 | $19.1M | Add +11.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.05% | 42,177 | $18.4M | Add +4.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.77% | 65,524 | $17.2M | Add +12.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.70% | 25,909 | $16.8M | Add +3.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.02% | 47,854 | $13.7M | Add +7.5% |
| MSFT Microsoft Corp. | 2.92% | 35,827 | $13.3M | Add +0.5% |
| CAT Caterpillar Inc. | 2.74% | 17,590 | $12.5M | Reduce -0.9% |
| EEM iShares MSCI Emerging Market | 2.47% | 197,635 | $11.2M | Add +12.2% |
| GOOGL Alphabet Inc. Class A | 2.07% | 32,744 | $9.4M | Reduce -0.3% |
| SGOV iShares 0-3 Month Treasury B | 2.01% | 90,700 | $9.1M | Add +36.5% |
| AMZN Amazon.com Inc. | 2.00% | 43,607 | $9.1M | Add +1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.90% | 44,151 | $8.7M | Add +11.2% |
| SDY SS SPDR S&P Dividend ETF | 1.60% | 49,715 | $7.3M | Reduce -2.1% |
| XOM Exxon Mobil Corp. | 1.55% | 41,512 | $7.0M | Reduce -7.1% |
| WMT Walmart Inc. | 1.49% | 54,359 | $6.8M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.42% | 20,096 | $6.4M | Add +7.2% |
| META Meta Platforms Inc. Class A | 1.38% | 10,970 | $6.3M | Add +4.5% |
| JNJ Johnson & Johnson | 1.37% | 25,486 | $6.2M | Reduce -0.2% |
| GLD SPDR Gold Shares | 1.33% | 14,057 | $6.0M | Reduce -3.0% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 1.28% | 215,564 | $5.8M | Add +5.5% |
| IWV iShares Russell 3000 ETF | 1.25% | 15,294 | $5.7M | No change |
| SHY iShares 1-3 Year Treasury Bo | 1.15% | 63,163 | $5.2M | Add +10.9% |
| JPM JPMorgan Chase & Co. | 1.13% | 17,397 | $5.1M | No change |
| HD Home Depot Inc. | 1.08% | 14,948 | $4.9M | Reduce -0.4% |
| QUAL iShares MSCI USA Quality Fac | 1.00% | 23,680 | $4.5M | Reduce -1.2% |
| DGRW Wisdomtree U.S. Quality Divi | 0.94% | 48,627 | $4.3M | Reduce -3.6% |
| COST Costco Wholesale Corp. | 0.88% | 4,025 | $4.0M | Add +2.7% |
| V Visa Inc. Class A | 0.87% | 13,151 | $4.0M | Add +0.3% |
| VCIT Vanguard Int-Term Corporate | 0.86% | 47,207 | $3.9M | Reduce -0.4% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.85% | 126,185 | $3.9M | Add +2.5% |
| LLY Eli Lilly & Co. | 0.83% | 4,080 | $3.8M | No change |
| GDX Vaneck Gold Miners ETF | 0.75% | 37,409 | $3.4M | Reduce -21.0% |
| MRK Merck & Co. Inc. | 0.68% | 25,532 | $3.1M | Reduce -1.2% |
| ACWI iShares MSCI Acwi ETF | 0.67% | 22,077 | $3.1M | Add +2.5% |
| PG The Procter & Gamble Co. | 0.65% | 20,390 | $2.9M | Reduce -6.8% |
| WM Waste Management Inc. | 0.62% | 12,349 | $2.8M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.61% | 11,437 | $2.8M | Reduce -0.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.60% | 29,299 | $2.7M | Reduce -2.6% |
| AGG iShares Core U.S. Aggregate | 0.59% | 27,057 | $2.7M | Add +3.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.59% | 50,712 | $2.7M | Add +1.6% |
| ABBV Abbvie Inc. | 0.58% | 12,230 | $2.7M | Reduce -3.9% |
| CB Chubb Ltd. | 0.53% | 7,422 | $2.4M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.53% | 44,556 | $2.4M | Add +4.7% |
| TMO Thermo Fisher Scientific Inc. | 0.53% | 4,896 | $2.4M | Reduce -0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.51% | 14,450 | $2.3M | No change |
| PEP Pepsico Inc. | 0.49% | 14,494 | $2.3M | Reduce -5.8% |
| VOO Vanguard S&P 500 ETF | 0.49% | 3,707 | $2.2M | No change |
| RTX RTX Corp. | 0.45% | 10,607 | $2.0M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.45% | 3,526 | $2.0M | No change |
| CVX Chevron Corp. | 0.44% | 9,609 | $2.0M | No change |
| VEA Vanguard Ftse Developed ETF | 0.44% | 31,000 | $2.0M | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.42% | 63,702 | $1.9M | Add +26.2% |
| ABT Abbott Laboratories | 0.41% | 18,306 | $1.9M | Add +2.2% |
| ETH Grayscale Ethereum Staking M | 0.41% | 94,302 | $1.9M | Add +42.9% |
| GE General Electric filed as GE AEROSPACE | 0.41% | 6,506 | $1.8M | Reduce -7.4% |
| MCD McDonald's Corp. | 0.40% | 5,804 | $1.8M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.40% | 22,687 | $1.8M | Reduce -2.2% |
| IDXX Idexx Laboratories Inc. | 0.39% | 3,189 | $1.8M | Add +0.4% |
| VTIP Vanguard Short-Term Tips | 0.39% | 35,802 | $1.8M | Add +13.4% |
| XLE SS Energy Select Sector | 0.39% | 28,748 | $1.8M | Add +152.7% |
| JPST JPMorgan Ultra-Short Income | 0.39% | 34,615 | $1.8M | Add +5.2% |
| GEV GE Vernova Inc. | 0.35% | 1,849 | $1.6M | Reduce -6.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.35% | 31,470 | $1.6M | Add +60.0% |
| PXF Invesco Rafi Developed Marke | 0.35% | 22,932 | $1.6M | Reduce -2.0% |
| ITW Illinois Tool Works | 0.35% | 6,098 | $1.6M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 3,220 | $1.5M | Reduce -3.8% |
| ADP Automatic Data Processing | 0.34% | 7,587 | $1.5M | No change |
| BLK BlackRock Inc. | 0.33% | 1,583 | $1.5M | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.32% | 19,547 | $1.5M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.32% | 6,735 | $1.4M | No change |
| NVDA Nvidia Corp. | 0.32% | 8,286 | $1.4M | Reduce -5.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.31% | 15,639 | $1.4M | No change |
| GOOG Alphabet Inc. Class C | 0.31% | 4,877 | $1.4M | No change |
| BSV Vanguard Short-Term Bond ETF | 0.29% | 17,026 | $1.3M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.29% | 14,114 | $1.3M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.28% | 4,102 | $1.3M | Reduce -5.7% |
| TXN Texas Instruments Inc. | 0.28% | 6,488 | $1.3M | No change |
| UNP Union Pacific Corp. | 0.27% | 5,080 | $1.2M | No change |
| KLAC KLA Corp. | 0.27% | 824 | $1.2M | Reduce -2.0% |
| CSCO Cisco Systems Inc. | 0.27% | 15,559 | $1.2M | No change |
| RSP Invesco S&P 500 Equal Weight | 0.26% | 6,158 | $1.2M | Add +2.5% |
| CL Colgate-Palmolive Co. | 0.26% | 13,675 | $1.2M | Reduce -2.8% |
| CTA Simplify Managed Futures St | 0.26% | 38,506 | $1.2M | Reduce -4.5% |
| LIN Linde PLC | 0.25% | 2,334 | $1.2M | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.25% | 19,148 | $1.1M | Add +24.2% |
| AEM Agnico Eagle Mines Ltd. | 0.25% | 5,540 | $1.1M | Reduce -45.0% |
| INDB Independent Bank Corp. | 0.25% | 14,872 | $1.1M | No change |
| UBER Uber Technologies Inc. | 0.24% | 14,931 | $1.1M | Add +10.9% |
| MUB iShares National Muni Bond E | 0.24% | 10,080 | $1.1M | No change |
| LOW Lowe's Cos Inc. | 0.23% | 4,484 | $1.1M | No change |
| RKLB Rocket Lab Corp. | 0.23% | 16,476 | $1.1M | Reduce -27.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.23% | 15,436 | $1.1M | Add +36.6% |
| MCK McKesson Corp. | 0.23% | 1,208 | $1.0M | No change |
| VGK Vanguard Ftse Europe ETF | 0.23% | 12,500 | $1.0M | No change |
| ACN Accenture PLC Class A | 0.23% | 5,173 | $1.0M | Reduce -2.0% |
| XLK SS Technology Select Sector | 0.22% | 7,590 | $1.0M | No change |
| MA Mastercard Inc. Class A | 0.21% | 1,939 | $969K | No change |
| KOD Kodiak Sciences Inc. | 0.21% | 25,000 | $953K | No change |
| KO The Coca-Cola Co. | 0.20% | 12,169 | $925K | Reduce -0.2% |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -1.1% | 4.82% | −0.44 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 2.07% | −0.21 |
| ORCL Oracle Corp. | Reduce -44.8% | 0.12% | −0.18 |
| IBM Intl Business Machines Corp. | Reduce -0.7% | 0.61% | −0.15 |
| GDX Vaneck Gold Miners ETF | Reduce -21.0% | 0.75% | −0.14 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.14 |
| AEM Agnico Eagle Mines Ltd. | Reduce -45.0% | 0.25% | −0.13 |
| RKLB Rocket Lab Corp. | Reduce -27.8% | 0.23% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.6% | 0.53% | −0.10 |
| PI Impinj Inc. | Reduce -20.0% | 0.09% | −0.10 |
| ACN Accenture PLC Class A | Reduce -2.0% | 0.23% | −0.09 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.09 |
| GE General Electric | Reduce -7.4% | 0.41% | −0.07 |
| CI The Cigna Group | Reduce -27.4% | 0.16% | −0.07 |
| HD Home Depot Inc. | Reduce -0.4% | 1.08% | −0.06 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -3.6% | 0.94% | −0.06 |
| ABBV Abbvie Inc. | Reduce -3.9% | 0.58% | −0.06 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.06 |
| CRM Salesforce Inc. | Reduce -6.0% | 0.11% | −0.06 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.06 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.06 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.2% | 1.00% | −0.06 |
| DIS The Walt Disney Co. | Reduce -12.0% | 0.15% | −0.05 |
| AVGO Broadcom Inc. | Reduce -5.7% | 0.28% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.05 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.05 |
| MHK Mohawk Industries Inc. | Sold out | 0.00% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -6.8% | 0.65% | −0.05 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.05 |
| NVDA Nvidia Corp. | Reduce -5.7% | 0.32% | −0.05 |
| FSK FS KKR Capital Corp. | Reduce -34.0% | 0.03% | −0.04 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -20.6% | 0.14% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.8% | 0.34% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.6% | 0.60% | −0.03 |
| CEG Constellation Energy | Reduce -2.7% | 0.09% | −0.03 |
| MMM 3M Co. | Reduce -2.5% | 0.18% | −0.02 |
| EMR Emerson Electric Co. | Reduce -9.3% | 0.18% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.4% | 0.86% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -3.0% | 0.14% | −0.02 |
| TSLA Tesla Inc. | Reduce -4.7% | 0.05% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.2% | 0.40% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -16.0% | 0.05% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -4.6% | 0.05% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -12.7% | 0.13% | −0.01 |
| SYK Stryker Corp. | Reduce -6.2% | 0.05% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.8% | 0.29% | −0.01 |
| FUBO Fubotv Inc. | Sold out | 0.00% | −0.01 |
| RSG Republic Services Inc. | Reduce -7.0% | 0.08% | −0.00 |
| NUE Nucor Corp. | Reduce -6.1% | 0.09% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| SGOV iShares 0-3 Month Treasury B | Add +36.5% | 2.01% | +0.53 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +12.9% | 3.77% | +0.46 |
| EFA iShares MSCI Eafe ETF | Add +11.3% | 4.20% | +0.44 |
| EEM iShares MSCI Emerging Market | Add +12.2% | 2.47% | +0.33 |
| XLE SS Energy Select Sector | Add +152.7% | 0.39% | +0.27 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +11.2% | 1.90% | +0.22 |
| NOW ServiceNow Inc. | New | 0.18% | +0.18 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +7.5% | 3.02% | +0.16 |
| PTC PTC Inc. | New | 0.14% | +0.14 |
| COST Costco Wholesale Corp. | Add +2.7% | 0.88% | +0.13 |
| JMST JPM Ultra-Short Muni Income | Add +60.0% | 0.35% | +0.13 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +5.5% | 1.28% | +0.11 |
| SHY iShares 1-3 Year Treasury Bo | Add +10.9% | 1.15% | +0.10 |
| TAN Invesco Solar ETF | New | 0.08% | +0.08 |
| SNPS Synopsys Inc. | New | 0.07% | +0.07 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +36.6% | 0.23% | +0.06 |
| GDLC Grayscale Coindesk 5 ETF | Add +90.1% | 0.19% | +0.06 |
| CRS Carpenter Technology | New | 0.05% | +0.05 |
| BWXT BWX Technologies Inc. | New | 0.05% | +0.05 |
| SLB SLB Ltd. | New | 0.05% | +0.05 |
| CTVA Corteva Inc. | New | 0.05% | +0.05 |
| VTIP Vanguard Short-Term Tips | Add +13.4% | 0.39% | +0.05 |
| KOMP SS SPDR S&P Kensho Ne Comp | Add +92.7% | 0.10% | +0.05 |
| CARR Carrier Global Corp. | New | 0.05% | +0.05 |
| DE Deere & Co. | New | 0.05% | +0.05 |
| XLF SS Financial Select Sector | Add +44.6% | 0.14% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.2% | 1.42% | +0.03 |
| NFLX Netflix Inc. | Add +11.7% | 0.20% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +4.7% | 0.53% | +0.02 |
| CPSH CPS Technologies Corp. | Add +45.6% | 0.05% | +0.02 |
| RDW Redwire Corp. | New | 0.02% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +45.1% | 0.12% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +5.2% | 0.39% | +0.02 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +2.5% | 0.85% | +0.02 |
| IAU iShares Gold Trust | Add +3.4% | 0.13% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +3.0% | 0.59% | +0.01 |
| BABA Alibaba Group Holding-SP ADR | Add +30.7% | 0.09% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +2.5% | 0.26% | +0.01 |
| MTVA Metavia Inc. | New | 0.00% | +0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +1.6% | 0.59% | +0.00 |
| ETH Grayscale Ethereum Staking M | Add +42.9% | 0.41% | +0.00 |
| ABTC American Bitcoin Corp. | Add +100.0% | 0.00% | +0.00 |
| LDEM iShares ESG MSCI Em Leaders | Add +1.5% | 0.06% | +0.00 |
| ACWI iShares MSCI Acwi ETF | Add +2.5% | 0.67% | −0.00 |
| GSOL Grayscale Solana Staking ETF | Add +17.5% | 0.02% | −0.00 |
| CPNG Coupang Inc. | Add +11.6% | 0.05% | −0.01 |
| UBER Uber Technologies Inc. | Add +10.9% | 0.24% | −0.01 |
| SUSL iShares ESG MSCI USA Leaders | Add +1.3% | 0.15% | −0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Add +24.2% | 0.25% | −0.01 |
| BTC Grayscale Bitcoin Mini ETF | Add +26.2% | 0.42% | −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 |