Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aries Wealth Management (CIK 1729515) reported $454.8M across 233 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($21.9M, 4.82%), EFA ($19.1M, 4.20%), VUG ($18.4M, 4.05%), VB ($17.2M, 3.77%), SPY ($16.8M, 3.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $21.9M | 4.82% | 86,348 | Trimmed |
| 2 | EFA | ISHARES TR | $19.1M | 4.20% | 196,663 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $18.4M | 4.05% | 42,177 | Added |
| 4 | VB | VANGUARD INDEX FDS | $17.2M | 3.77% | 65,524 | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $16.8M | 3.70% | 25,909 | Added |
| 6 | VO | VANGUARD INDEX FDS | $13.7M | 3.02% | 47,854 | Added |
| 7 | MSFT | MICROSOFT CORP | $13.3M | 2.92% | 35,827 | Added |
| 8 | CAT | CATERPILLAR INC | $12.5M | 2.74% | 17,590 | Trimmed |
| 9 | EEM | ISHARES TR | $11.2M | 2.47% | 197,635 | Added |
| 10 | GOOGL | ALPHABET INC | $9.4M | 2.07% | 32,744 | Trimmed |
| 11 | SGOV | ISHARES TR | $9.1M | 2.01% | 90,700 | Added |
| 12 | AMZN | AMAZON COM INC | $9.1M | 2.00% | 43,607 | Added |
| 13 | VTV | VANGUARD INDEX FDS | $8.7M | 1.90% | 44,151 | Added |
| 14 | SDY | SPDR SERIES TRUST | $7.3M | 1.60% | 49,715 | Trimmed |
| 15 | XOM | EXXON MOBIL CORP | $7.0M | 1.55% | 41,512 | Trimmed |
| 16 | WMT | WALMART INC | $6.8M | 1.49% | 54,359 | Trimmed |
| 17 | VTI | VANGUARD INDEX FDS | $6.4M | 1.42% | 20,096 | Added |
| 18 | META | META PLATFORMS INC | $6.3M | 1.38% | 10,970 | Added |
| 19 | JNJ | JOHNSON & JOHNSON | $6.2M | 1.37% | 25,486 | Trimmed |
| 20 | GLD | SPDR GOLD TR | $6.0M | 1.33% | 14,057 | Trimmed |
| 21 | PXH | INVESCO EXCH TRADED FD TR II | $5.8M | 1.28% | 215,564 | Added |
| 22 | IWV | ISHARES TR | $5.7M | 1.25% | 15,294 | Hold |
| 23 | SHY | ISHARES TR | $5.2M | 1.15% | 63,163 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $5.1M | 1.13% | 17,397 | Hold |
| 25 | HD | HOME DEPOT INC | $4.9M | 1.08% | 14,948 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31