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CIK: 0001729515
Total reported value
$509.3M
$509.3M
233 檔
18.6%
During the Q4 2025 filing period, Aries Wealth Management (CIK: 0001729515) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $509.3M across 233 reported positions.
Aries Wealth Management executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 4 holdings and trimming 16 positions.
Showing top 200 holdings (of 233 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.25% | +0.09% | -0.45% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 4.37% | +0.36% | +6.51% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.82% | -0.32% | +0.28% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.79% | +0.19% | +3.16% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.76% | +0.07% | +12.86% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 3.31% | +0.20% | +11.30% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.86% | +0.07% | +8.38% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.28% | +0.23% | +0.53% | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.25% | +0.92% | -1.24% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.19% | +0.03% | +0.36% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.13% | +0.25% | +20.33% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.68% | +0.13% | +14.20% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.56% | -0.15% | -1.28% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.53% | -0.17% | +9.72% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.48% | +0.80% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.39% | +0.04% | +32.78% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.34% | -0.28% | +1.47% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.31% | +0.03% | — | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.27% | -0.31% | +3.71% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | -0.01% | -0.93% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -0.44% | +0.13% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.10% | — | |
| 23 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 1.17% | -0.10% | — | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.14% | -0.05% | -0.79% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.05% | +0.02% | -1.20% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.04% | -0.07% | +36.37% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | +0.01% | -1.26% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.00% | -0.04% | -1.83% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.14% | -6.23% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.90% | -0.18% | -0.08% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.88% | — | +34.95% | |
| 32 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.84% | -0.10% | +7.43% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | +0.03% | +0.70% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.14% | +3.98% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.07% | -0.39% | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.67% | +0.02% | +0.74% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | — | -0.21% | |
| 38 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.63% | -0.06% | -1.50% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.63% | -0.05% | -1.83% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.60% | -0.08% | -1.12% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | -0.04% | -0.71% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.58% | -0.08% | +0.06% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.58% | +0.01% | +19.19% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.05% | -2.63% | |
| 45 | CB | Chubb Limited | Stock-Financials | 0.51% | -0.03% | -0.23% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.51% | -0.03% | +1.34% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.08% | +2.74% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.49% | -0.08% | +0.69% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.11% | +0.50% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | +0.11% | +0.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.53% | Add |
| 2 | EFA | Ishares Msci Eafe ETF | +0.3% | +12.86% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +32.78% | Add |
| 4 | EEM | Ishares Msci Emerging Market | +0.3% | +20.33% | Add |
| 5 | CAT | Caterpillar Inc | +0.2% | -1.24% | Trim |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +36.37% | Add |
| 7 | LLY | Eli Lilly & Co | +0.2% | -6.23% | Trim |
| 8 | VCIT | Vanguard Int-term Corporate | +0.2% | +34.95% | Add |
| 9 | VB | Vanguard Small-cap ETF | +0.2% | +11.30% | Add |
| 10 | VTV | Vanguard Value ETF | +0.2% | +14.20% | Add |
| 11 | JMST | JPM Ultra-short Muni Income | +0.2% | +262.25% | Add |
| 12 | MUB | Ishares National Muni Bond E | +0.1% | +102.41% | Add |
| 13 | GLD | Spdr Gold Shares | +0.1% | +3.71% | Add |
| 14 | MRK | Merck & Co. Inc. | +0.1% | -0.71% | Trim |
| 15 | RKLB | Rocket Lab CORP | +0.1% | -2.65% | Trim |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +6.51% | Add |
| 17 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.50% | Trim |
| 18 | AGG | Ishares Core U.s. Aggregate | +0.1% | +19.19% | Add |
| 19 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 20 | KOD | Kodiak Sciences Inc | +0.1% | — | Unchanged |
| 21 | AXSM | Axsome Therapeutics Inc | +0.1% | — | Unchanged |
| 22 | GDX | Vaneck Gold Miners ETF | 0% | -0.08% | Trim |
| 23 | GOOG | Alphabet Inc-cl C | 0% | -5.15% | Trim |
| 24 | WMT | Walmart Inc | 0% | +1.47% | Add |
| 25 | VO | Vanguard Mid-cap ETF | 0% | +8.38% | Add |
| 26 | XOM | Exxon Mobil CORP | — | +0.13% | Add |
| 27 | FLRN | Ss Spdr Bb Ig Float Rt ETF | — | +7.43% | Add |
| 28 | AAPL | Apple Inc | 0% | -0.45% | Trim |
| 29 | AMZN | Amazon.com Inc | 0% | +0.36% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.16% | Add |
| 31 | NVDA | Nvidia CORP | -0.1% | -14.16% | Trim |
| 32 | AEM | Agnico Eagle Mines LTD | -0.1% | -14.10% | Trim |
| 33 | ETHE | Grayscale Ethereum Staking E | -0.1% | -5.99% | Trim |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -5.67% | Trim |
| 35 | ADP | Automatic Data Processing | -0.1% | — | Unchanged |
| 36 | PG | Procter & Gamble Co/the | -0.1% | -0.39% | Trim |
| 37 | CTA | Simplify Managed Futures St | -0.1% | -26.84% | Trim |
| 38 | ORCL | Oracle CORP | -0.2% | +1.26% | Add |
| 39 | TMUS | T-mobile US Inc | -0.2% | -52.10% | Trim |
| 40 | HD | Home Depot Inc | -0.3% | -0.79% | Trim |
| 41 | MSFT | Microsoft CORP | -0.5% | +0.28% | Add |
| 42 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 43 | TTE | TotalEnergies SE | — | NEW | New buy |
| 44 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 45 | TSLA | Tesla Inc | — | NEW | New buy |
| 46 | STZ | Constellation Brands Inc-a | — | EXIT | Sold out |
| 47 | CMI | Cummins Inc | — | NEW | New buy |
| 48 | COR | Cencora Inc | — | NEW | New buy |
| 49 | ISTB | Ishares Core 1-5 Year Usd Bo | — | EXIT | Sold out |
| 50 | TTD | Trade Desk Inc/the -class A | — | EXIT | Sold out |
According to official SEC Form 13F filings, Aries Wealth Management reported a total U.S. public equity portfolio value of $509.3M across 233 disclosed positions in Q4 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, VUG, MSFT) accounted for 18.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
SGOV
市值: $6.7M
Top Position Liquidated / Trimmed
TTEN
前期市值: $457.5K
During Q4 2025, Aries Wealth Management's top holdings by market value included AAPL (5.3%)、VUG (4.4%)、MSFT (3.8%). The largest single position, AAPL, represented 5.3% of total portfolio value.
In Q4 2025, Aries Wealth Management made 46 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 16 holdings, and fully liquidating 4 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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