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CIK: 0001729515
Total reported value
$509.3M
$509.3M
231 檔
17.6%
According to the latest 13F quarterly dataset, Aries Wealth Management managed an equity portfolio of $509.3M at the end of Q3 2025, spanning 231 distinct U.S. exchange-listed positions.
Aries Wealth Management executed strategic sector rebalancing during Q3 2025, establishing 2 new positions while fully exiting 2 holdings and trimming 18 positions.
Showing top 200 holdings (of 231 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.28% | +0.09% | -0.84% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.36% | -0.32% | +0.95% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.31% | +0.36% | +0.10% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.83% | +0.19% | +25.74% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.46% | +0.07% | +8.45% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 3.14% | +0.20% | +3.71% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.85% | +0.07% | +0.93% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | +0.03% | +0.16% | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.03% | +0.92% | +0.46% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | +0.23% | -0.22% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.85% | +0.25% | +6.17% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.70% | -0.15% | — | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.66% | -0.17% | -2.67% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.53% | +0.13% | +8.90% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.45% | -0.05% | +1.10% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.37% | +0.03% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | -0.01% | +1.87% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.31% | -0.28% | +0.13% | |
| 19 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 1.23% | -0.10% | -0.32% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -0.44% | — | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.18% | -0.31% | +0.74% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.12% | -0.10% | -0.55% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.12% | +0.02% | -0.20% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | +0.04% | +0.53% | |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.08% | -0.04% | -0.39% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | +0.01% | +1.38% | |
| 27 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.86% | -0.18% | -0.67% | |
| 28 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.84% | -0.10% | +3.29% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.14% | +5.72% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.82% | -0.07% | +6.04% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.07% | -0.20% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.14% | +5.86% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | +0.03% | — | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.70% | +0.02% | +1.46% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.70% | — | +0.07% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | — | -3.11% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.69% | -0.05% | -5.18% | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.65% | -0.08% | +1.01% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.63% | -0.08% | +0.96% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.57% | -0.06% | -1.69% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.55% | -0.08% | -0.01% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.05% | +2.70% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | -0.03% | +7.27% | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.53% | -0.03% | -0.01% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.52% | +0.01% | +2.56% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | -0.04% | -0.57% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.51% | -0.11% | — | |
| 48 | GE | General Electric | Stock-Industrials | 0.50% | +0.03% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.11% | — | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.50% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.8% | +25.74% | Add |
| 2 | MSFT | Microsoft CORP | +0.7% | +0.95% | Trim |
| 3 | EFA | Ishares Msci Eafe ETF | +0.6% | +8.45% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.5% | +0.10% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.22% | Add |
| 6 | CAT | Caterpillar Inc | +0.4% | +0.46% | Trim |
| 7 | EEM | Ishares Msci Emerging Market | +0.4% | +6.17% | Add |
| 8 | GDX | Vaneck Gold Miners ETF | +0.3% | -0.67% | Add |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +0.53% | Add |
| 10 | VB | Vanguard Small-cap ETF | +0.3% | +3.71% | Add |
| 11 | ETH | Grayscale Ethereum Staking M | +0.2% | +9.72% | Add |
| 12 | ORCL | Oracle CORP | +0.2% | — | Add |
| 13 | META | Meta Platforms Inc-class A | +0.2% | -2.67% | Add |
| 14 | IDXX | Idexx Laboratories Inc | +0.1% | +2.40% | Add |
| 15 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | +8.18% | Add |
| 16 | ETHE | Grayscale Ethereum Staking E | +0.1% | -0.61% | Trim |
| 17 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 18 | GE | General Electric | +0.1% | — | Unchanged |
| 19 | AEM | Agnico Eagle Mines LTD | +0.1% | — | Unchanged |
| 20 | BLK | Blackrock Inc | +0.1% | +4.91% | Add |
| 21 | AVGO | Broadcom Inc | +0.1% | -12.44% | Trim |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +1.87% | Trim |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | Add |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +4.26% | Add |
| 25 | PI | Impinj Inc | +0.1% | — | Trim |
| 26 | UBER | Uber Technologies Inc | +0.1% | +1.13% | Add |
| 27 | AMZN | Amazon.com Inc | +0.1% | +0.16% | Add |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +6.04% | Add |
| 29 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +7.27% | Add |
| 30 | RTX | Rtx CORP | +0.1% | +4.63% | Add |
| 31 | IWV | Ishares Russell 3000 ETF | +0.1% | — | Unchanged |
| 32 | ACWI | Ishares Msci Acwi ETF | 0% | +1.46% | Add |
| 33 | GLD | Spdr Gold Shares | 0% | +0.74% | Trim |
| 34 | PXH | Inves Rafi Emer Mrkt-usd Inc | — | -0.32% | Trim |
| 35 | VTV | Vanguard Value ETF | 0% | +8.90% | Add |
| 36 | WMT | Walmart Inc | 0% | +0.13% | Trim |
| 37 | HD | Home Depot Inc | -0.1% | +1.10% | Add |
| 38 | VO | Vanguard Mid-cap ETF | -0.1% | +0.93% | Trim |
| 39 | VGIT | Vanguard Intermediate-term T | -0.1% | — | Trim |
| 40 | AAPL | Apple Inc | -0.1% | -0.84% | Trim |
| 41 | PG | Procter & Gamble Co/the | -0.2% | -0.20% | Trim |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.3% | — | Trim |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +6.68% | Trim |
| 44 | USMV | Ishares Msci USA Min Vol Fac | -0.3% | -5.18% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.6% | -6.07% | Trim |
| 46 | XOM | Exxon Mobil CORP | -0.7% | — | Trim |
| 47 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 48 | XLI | Ss Industrial Select Sector | — | EXIT | Sold out |
| 49 | RKLB | Rocket Lab Corporation | — | EXIT | Sold out |
| 50 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
According to official SEC Form 13F filings, Aries Wealth Management reported a total U.S. public equity portfolio value of $509.3M across 231 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, VUG) accounted for 17.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
RKLB
市值: $1.1M
Top Position Liquidated / Trimmed
XLI
前期市值: $466.6K
During Q3 2025, Aries Wealth Management's top holdings by market value included AAPL (5.3%)、MSFT (4.4%)、VUG (4.3%). The largest single position, AAPL, represented 5.3% of total portfolio value.
In Q3 2025, Aries Wealth Management made 46 total portfolio adjustments, initiating 2 new buys, adding to 24 positions, trimming 18 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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