13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001729515
Total reported value
$519.3M
$519.3M
233 檔
18.3%
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 $519.3M across 233 reported positions.
Aries Wealth Management executed strategic sector rebalancing during Q4 2025, establishing 12 new positions while fully exiting 10 holdings and trimming 52 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% | +0.55% | -0.45% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 4.37% | +0.15% | +6.51% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.82% | +0.92% | +0.28% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.79% | +0.06% | +3.16% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.76% | +0.06% | +12.86% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 3.31% | -0.28% | +11.30% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.86% | -0.14% | +8.38% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.28% | -0.12% | +0.53% | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.25% | -1.07% | -1.24% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.19% | +0.07% | +0.36% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.13% | -0.03% | +20.33% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.68% | — | +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% | +0.31% | +9.72% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.48% | -0.08% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.39% | -0.01% | +32.78% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.34% | -0.20% | +1.47% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.31% | -0.01% | — | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.27% | +0.04% | +3.71% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | -0.01% | -0.93% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -1.11% | EXIT | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | +0.02% | — | |
| 23 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 1.17% | -0.01% | — | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.14% | -0.22% | -0.79% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.05% | -0.01% | -1.20% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.04% | -0.01% | +36.37% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | +0.03% | -1.26% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.00% | -0.02% | -1.83% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | -0.10% | -6.23% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.90% | +0.11% | -0.08% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.88% | -0.05% | +34.95% | |
| 32 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.84% | -0.04% | +7.43% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | -0.15% | +0.70% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.04% | +3.98% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.04% | -0.39% | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.67% | -0.01% | +0.74% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | +0.01% | -0.21% | |
| 38 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.63% | +0.16% | -1.50% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.63% | -0.01% | -1.83% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.60% | -0.05% | -1.12% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | +0.07% | -0.71% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.58% | -0.02% | +0.06% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.58% | -0.03% | +19.19% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | -0.02% | -2.63% | |
| 45 | CB | Chubb Limited | Stock-Financials | 0.51% | -0.04% | -0.23% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.51% | — | +1.34% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.04% | +2.74% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.49% | -0.06% | +0.69% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.04% | +0.50% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | +0.01% | +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 | ✓ | Grayscale Digital Large Cap | 0% | +109.80% | Add |
| 25 | WMT | Walmart Inc | 0% | +1.47% | Add |
| 26 | AVGO | Broadcom Inc | 0% | +11.34% | Add |
| 27 | NFLX | Netflix Inc | 0% | +1626.14% | Add |
| 28 | ISRG | Intuitive Surgical Inc | 0% | +21.71% | Add |
| 29 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 30 | AZNN | Astrazeneca Plc-spons Adr | 0% | +1.94% | Add |
| 31 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 32 | KLAC | Kla CORP | 0% | — | Unchanged |
| 33 | FDX | Fedex CORP | 0% | — | Unchanged |
| 34 | VO | Vanguard Mid-cap ETF | 0% | +8.38% | Add |
| 35 | CB | Chubb Limited | 0% | -0.23% | Trim |
| 36 | DIS | Walt Disney Co/the | 0% | +13.67% | Add |
| 37 | MNST | Monster Beverage CORP | 0% | — | Unchanged |
| 38 | CRM | Salesforce Inc | 0% | +1.40% | Add |
| 39 | AXP | American Express Co | 0% | +1.21% | Add |
| 40 | BMY | Bristol-myers Squibb Co | 0% | -2.53% | Trim |
| 41 | NUE | Nucor CORP | 0% | — | Unchanged |
| 42 | STT | State Street CORP | 0% | — | Unchanged |
| 43 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 44 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 45 | CTSH | Cognizant Tech Solutions-a | 0% | — | Unchanged |
| 46 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 47 | HXL | Hexcel CORP | 0% | — | Unchanged |
| 48 | WFC | Wells Fargo & Co | 0% | +4.81% | Add |
| 49 | MS | Morgan Stanley | 0% | — | Unchanged |
| 50 | ROK | Rockwell Automation Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Aries Wealth Management reported a total U.S. public equity portfolio value of $519.3M 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 18.3% 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 135 total portfolio adjustments, initiating 12 new buys, adding to 61 positions, trimming 52 holdings, and fully liquidating 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.