Universe · entity
Aries Wealth Management
Institutional manager (13F) · CIK 1729515
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $328M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $22M | 86,348 |
| 2 | ISHARES TR | $19M | 196,663 |
| 3 | VANGUARD INDEX FDS | $18M | 42,177 |
| 4 | VANGUARD INDEX FDS | $17M | 65,524 |
| 5 | STATE STR SPDR S&P 500 ETF T | $17M | 25,909 |
| 6 | VANGUARD INDEX FDS | $14M | 47,854 |
| 7 | MICROSOFT CORP | $13M | 35,827 |
| 8 | CATERPILLAR INC | $12M | 17,590 |
| 9 | ISHARES TR | $11M | 197,635 |
| 10 | ALPHABET INC | $9M | 32,744 |
| 11 | ISHARES TR | $9M | 90,700 |
| 12 | AMAZON COM INC | $9M | 43,607 |
| 13 | VANGUARD INDEX FDS | $9M | 44,151 |
| 14 | SPDR SERIES TRUST | $7M | 49,715 |
| 15 | EXXON MOBIL CORP | $7M | 41,512 |
| 16 | WALMART INC | $7M | 54,359 |
| 17 | VANGUARD INDEX FDS | $6M | 20,096 |
| 18 | META PLATFORMS INC | $6M | 10,970 |
| 19 | JOHNSON & JOHNSON | $6M | 25,486 |
| 20 | SPDR GOLD TR | $6M | 14,057 |
| 21 | INVESCO EXCH TRADED FD TR II | $6M | 215,564 |
| 22 | ISHARES TR | $6M | 15,294 |
| 23 | ISHARES TR | $5M | 63,163 |
| 24 | JPMORGAN CHASE & CO | $5M | 17,397 |
| 25 | HOME DEPOT INC | $5M | 14,948 |
| 26 | ISHARES TR | $5M | 23,680 |
| 27 | WISDOMTREE TR | $4M | 48,627 |
| 28 | COSTCO WHOLESALE CORPORATION | $4M | 4,025 |
| 29 | VISA INC | $4M | 13,151 |
| 30 | VANGUARD SCOTTSDALE FDS | $4M | 47,207 |
| 31 | SPDR SERIES TRUST | $4M | 126,185 |
| 32 | ELI LILLY & CO | $4M | 4,080 |
| 33 | VANECK ETF TRUST | $3M | 37,409 |
| 34 | MERCK & CO INC | $3M | 25,532 |
| 35 | ISHARES TR | $3M | 22,077 |
| 36 | PROCTER & GAMBLE CO | $3M | 20,390 |
| 37 | WASTE MGMT INC DEL | $3M | 12,349 |
| 38 | INTERNATIONAL BUSINESS MACHS | $3M | 11,437 |
| 39 | ISHARES TR | $3M | 29,299 |
| 40 | ISHARES TR | $3M | 27,057 |
| 41 | ISHARES TR | $3M | 50,712 |
| 42 | ABBVIE INC | $3M | 12,230 |
| 43 | CHUBB LTD SWITZ | $2M | 7,422 |
| 44 | VANGUARD INTL EQUITY INDEX F | $2M | 44,556 |
| 45 | THERMO FISHER SCIENTIFIC INC | $2M | 4,896 |
| 46 | TJX COS INC NEW | $2M | 14,450 |
| 47 | PEPSICO INC | $2M | 14,494 |
| 48 | VANGUARD INDEX FDS | $2M | 3,707 |
| 49 | RTX CORPORATION | $2M | 10,607 |
| 50 | INVESCO QQQ TR | $2M | 3,526 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.