Aries Wealth Management Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$451.6B
Holdings
233
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (233 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 87,287 | $23.7B | 5.25% | |
| 2 | VUGVANGUARD INDEX FDS | 40,491 | $19.8B | 4.37% | |
| 3 | MSFTMICROSOFT CORP | 35,652 | $17.2B | 3.82% | |
| 4 | SPYSPDR S&P 500 ETF TR | 25,092 | $17.1B | 3.79% | |
| 5 | EFAISHARES TR | 176,664 | $17.0B | 3.76% | |
| 6 | VBVANGUARD INDEX FDS | 58,035 | $15.0B | 3.31% | |
| 7 | VOVANGUARD INDEX FDS | 44,496 | $12.9B | 2.86% | |
| 8 | GOOGLALPHABET INC | 32,844 | $10.3B | 2.28% | |
| 9 | CATCATERPILLAR INC | 17,753 | $10.2B | 2.25% | |
| 10 | AMZNAMAZON COM INC | 42,922 | $9.9B | 2.19% | |
| 11 | EEMISHARES TR | 176,230 | $9.6B | 2.13% | |
| 12 | VTVVANGUARD INDEX FDS | 39,721 | $7.6B | 1.68% | |
| 13 | SDYSPDR SERIES TRUST | 50,770 | $7.1B | 1.56% | |
| 14 | METAMETA PLATFORMS INC | 10,496 | $6.9B | 1.53% | |
| 15 | SGOVISHARES TR | 66,450 | $6.7B | 1.48% | |
| 16 | VTIVANGUARD INDEX FDS | 18,740 | $6.3B | 1.39% | |
| 17 | WMTWALMART INC | 54,480 | $6.1B | 1.34% | |
| 18 | IWVISHARES TR | 15,294 | $5.9B | 1.31% | |
| 19 | GQ9SPDR GOLD TR | 14,498 | $5.7B | 1.27% | |
| 20 | JPMJPMORGAN CHASE & CO. | 17,397 | $5.6B | 1.24% | |
| 21 | XOMEXXON MOBIL CORP | 44,677 | $5.4B | 1.19% | |
| 22 | JNJJOHNSON & JOHNSON | 25,546 | $5.3B | 1.17% | |
| 23 | PXHINVESCO EXCH TRADED FD TR II | 204,284 | $5.3B | 1.17% | |
| 24 | HDHOME DEPOT INC | 15,003 | $5.2B | 1.14% | |
| 25 | QUALISHARES TR | 23,966 | $4.8B | 1.05% | |
| 26 | SHYISHARES TR | 56,970 | $4.7B | 1.04% | |
| 27 | VVISA INC | 13,116 | $4.6B | 1.02% | |
| 28 | DGRWWISDOMTREE TR | 50,445 | $4.5B | 1.00% | |
| 29 | LLYELI LILLY & CO | 4,080 | $4.4B | 0.97% | |
| 30 | GDXVANECK ETF TRUST | 47,364 | $4.1B | 0.90% | |
| 31 | VCITVANGUARD SCOTTSDALE FDS | 47,414 | $4.0B | 0.88% | |
| 32 | FLRNSPDR SERIES TRUST | 123,171 | $3.8B | 0.84% | |
| 33 | IBMINTERNATIONAL BUSINESS MACHS | 11,517 | $3.4B | 0.76% | |
| 34 | COSTCOSTCO WHSL CORP NEW | 3,918 | $3.4B | 0.75% | |
| 35 | PGPROCTER AND GAMBLE CO | 21,872 | $3.1B | 0.69% | |
| 36 | ACWIISHARES TR | 21,540 | $3.0B | 0.67% | |
| 37 | ABBVABBVIE INC | 12,730 | $2.9B | 0.64% | |
| 38 | TMOTHERMO FISHER SCIENTIFIC INC | 4,924 | $2.9B | 0.63% | |
| 39 | USMVISHARES TR | 30,085 | $2.8B | 0.63% | |
| 40 | WMWASTE MGMT INC DEL | 12,385 | $2.7B | 0.60% | |
| 41 | MRKMERCK & CO INC | 25,849 | $2.7B | 0.60% | |
| 42 | IGSBISHARES TR | 49,894 | $2.6B | 0.58% | |
| 43 | AGGISHARES TR | 26,264 | $2.6B | 0.58% | |
| 44 | VOOVANGUARD INDEX FDS | 3,707 | $2.3B | 0.51% | |
| 45 | CBCHUBB LIMITED | 7,422 | $2.3B | 0.51% | |
| 46 | VWOVANGUARD INTL EQUITY INDEX F | 42,556 | $2.3B | 0.51% | |
| 47 | ABTABBOTT LABS | 17,906 | $2.2B | 0.50% | |
| 48 | TJXTJX COS INC NEW | 14,450 | $2.2B | 0.49% | |
| 49 | PEPPEPSICO INC | 15,379 | $2.2B | 0.49% | |
| 50 | NDQINVESCO QQQ TR | 3,526 | $2.2B | 0.48% | |
| 51 | GEGE AEROSPACE | 7,028 | $2.2B | 0.48% | |
| 52 | IDXXIDEXX LABS INC | 3,177 | $2.1B | 0.48% | |
| 53 | BTCGRAYSCALE BITCOIN MINI TR ET | 50,461 | $2.0B | 0.43% | |
| 54 | ADPAUTOMATIC DATA PROCESSING IN | 7,587 | $2.0B | 0.43% | |
| 55 | RTXRTX CORPORATION | 10,633 | $1.9B | 0.43% | |
| 56 | VEAVANGUARD TAX-MANAGED FDS | 31,000 | $1.9B | 0.43% | |
| 57 | ETHGRAYSCALE ETHEREUM MINI TR E | 65,997 | $1.9B | 0.41% | |
| 58 | VCSHVANGUARD SCOTTSDALE FDS | 23,187 | $1.8B | 0.41% | |
| 59 | MCDMCDONALDS CORP | 5,804 | $1.8B | 0.39% | |
| 60 | AEMAGNICO EAGLE MINES LTD | 10,077 | $1.7B | 0.38% | |
| 61 | BLKBLACKROCK INC | 1,583 | $1.7B | 0.38% | |
| 62 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,347 | $1.7B | 0.37% | |
| 63 | JPSTJ P MORGAN EXCHANGE TRADED F | 32,915 | $1.7B | 0.37% | |
| 64 | NVDANVIDIA CORPORATION | 8,786 | $1.6B | 0.36% | |
| 65 | 6RJ0ROCKET LAB CORP | 22,818 | $1.6B | 0.35% | |
| 66 | VTIPVANGUARD MALVERN FDS | 31,566 | $1.6B | 0.35% | |
| 67 | PXFINVESCO EXCH TRADED FD TR II | 23,406 | $1.5B | 0.34% | |
| 68 | GOOGALPHABET INC | 4,877 | $1.5B | 0.34% | |
| 69 | AVGOBROADCOM INC | 4,348 | $1.5B | 0.33% | |
| 70 | ITWILLINOIS TOOL WKS INC | 6,098 | $1.5B | 0.33% | |
| 71 | VIGVANGUARD SPECIALIZED FUNDS | 6,735 | $1.5B | 0.33% | |
| 72 | CVXCHEVRON CORP NEW | 9,609 | $1.5B | 0.32% | |
| 73 | VEUVANGUARD INTL EQUITY INDEX F | 19,609 | $1.4B | 0.32% | |
| 74 | ACNACCENTURE PLC IRELAND | 5,278 | $1.4B | 0.31% | |
| 75 | AQLTISHARES TR | 15,639 | $1.4B | 0.31% | |
| 76 | ORCLORACLE CORP | 6,968 | $1.4B | 0.30% | |
| 77 | BSVVANGUARD BD INDEX FDS | 17,156 | $1.4B | 0.30% | |
| 78 | GEVGE VERNOVA INC | 1,980 | $1.3B | 0.29% | |
| 79 | CSCOCISCO SYS INC | 15,559 | $1.2B | 0.27% | |
| 80 | UNPUNION PAC CORP | 5,080 | $1.2B | 0.26% | |
| 81 | FBTCFIDELITY WISE ORIGIN BITCOIN | 15,412 | $1.2B | 0.26% | |
| 82 | RSPINVESCO EXCHANGE TRADED FD T | 6,008 | $1.1B | 0.25% | |
| 83 | NEENEXTERA ENERGY INC | 14,124 | $1.1B | 0.25% | |
| 84 | KKRKKR & CO INC | 8,864 | $1.1B | 0.25% | |
| 85 | TXNTEXAS INSTRS INC | 6,488 | $1.1B | 0.25% | |
| 86 | CLCOLGATE PALMOLIVE CO | 14,062 | $1.1B | 0.25% | |
| 87 | MAMASTERCARD INCORPORATED | 1,939 | $1.1B | 0.24% | |
| 88 | UBERUBER TECHNOLOGIES INC | 13,461 | $1.1B | 0.24% | |
| 89 | CTASIMPLIFY EXCHANGE TRADED FUN | 40,306 | $1.1B | 0.24% | |
| 90 | XLKSELECT SECTOR SPDR TR | 7,590 | $1.1B | 0.24% | |
| 91 | INDBINDEPENDENT BK CORP MASS | 14,872 | $1.1B | 0.24% | |
| 92 | LOWLOWES COS INC | 4,484 | $1.1B | 0.24% | |
| 93 | MUBISHARES TR | 10,080 | $1.1B | 0.24% | |
| 94 | CITHE CIGNA GROUP | 3,827 | $1.1B | 0.23% | |
| 95 | VGKVANGUARD INTL EQUITY INDEX F | 12,500 | $1.0B | 0.23% | |
| 96 | KLACKLA CORP | 841 | $1.0B | 0.23% | |
| 97 | JMSTJ P MORGAN EXCHANGE TRADED F | 19,670 | $1.0B | 0.22% | |
| 98 | LINLINDE PLC | 2,334 | $995.0M | 0.22% | |
| 99 | MCKMCKESSON CORP | 1,208 | $990.0M | 0.22% | |
| 100 | DISDISNEY WALT CO | 8,314 | $945.0M | 0.21% |
Page 1 of 3Next