Aries Wealth Management — 13F holdings

Aries Wealth Management reported 245 holdings worth $519M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. AAPL APPLE INC — $28.3M (5.5%)
  2. VUG VANGUARD INDEX FDS — $23.7M (4.6%)
  3. EFA ISHARES TR — $22.5M (4.3%)
  4. SPY SPDR S&P 500 ETF TR — $20.5M (3.9%)
  5. VB VANGUARD INDEX FDS — $19.2M (3.7%)
  6. MSFT MICROSOFT CORP — $18.3M (3.5%)
  7. VO VANGUARD INDEX FDS — $15.3M (2.9%)
  8. SGOV ISHARES TR — $14.2M (2.7%)
  9. EEM ISHARES TR — $14.0M (2.7%)
  10. CAT CATERPILLAR INC — $13.4M (2.6%)