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CIK: 0001729515
Total reported value
$509.3M
$509.3M
234 檔
18.3%
At the close of Q1 2026, Aries Wealth Management disclosed equity holdings valued at approximately $509.3M, spread across 234 reported holdings.
Aries Wealth Management executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 12 holdings and trimming 59 positions.
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.82% | +0.09% | -1.08% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.20% | +0.07% | +11.32% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.05% | +0.36% | +4.16% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 3.77% | +0.20% | +12.90% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.70% | +0.19% | +3.26% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.02% | +0.07% | +7.55% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.92% | -0.32% | +0.49% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.74% | +0.92% | -0.92% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.47% | +0.25% | +12.15% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.07% | +0.23% | -0.30% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.01% | +0.80% | +36.49% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | +0.03% | +1.60% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.90% | +0.13% | +11.15% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.60% | -0.15% | -2.08% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.55% | -0.44% | -7.08% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.49% | -0.28% | -0.22% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.42% | +0.04% | +7.24% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.38% | -0.17% | +4.52% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | -0.10% | -0.23% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.33% | -0.31% | -3.04% | |
| 21 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 1.28% | -0.10% | +5.52% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.25% | +0.03% | — | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.15% | -0.07% | +10.87% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | -0.01% | — | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | -0.05% | -0.37% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.00% | +0.02% | -1.19% | |
| 27 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.94% | -0.04% | -3.60% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.14% | +2.73% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | +0.01% | +0.27% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.86% | — | -0.44% | |
| 31 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.85% | -0.10% | +2.45% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | +0.14% | — | |
| 33 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.75% | -0.18% | -21.02% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | -0.04% | -1.23% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.67% | +0.02% | +2.49% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.07% | -6.78% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.62% | -0.08% | -0.29% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.61% | +0.03% | -0.69% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.60% | -0.05% | -2.61% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.59% | +0.01% | +3.02% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.59% | -0.08% | +1.64% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | — | -3.93% | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.53% | -0.03% | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | -0.03% | +4.70% | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.53% | -0.06% | -0.57% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.51% | -0.08% | — | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.11% | -5.75% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.05% | — | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.45% | -0.06% | -0.24% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | +0.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | +36.49% | Add |
| 2 | CAT | Caterpillar Inc | +0.5% | -0.92% | Trim |
| 3 | VB | Vanguard Small-cap ETF | +0.5% | +12.90% | Add |
| 4 | EFA | Ishares Msci Eafe ETF | +0.4% | +11.32% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.4% | -7.08% | Trim |
| 6 | EEM | Ishares Msci Emerging Market | +0.3% | +12.15% | Add |
| 7 | XLE | Ss Energy Select Sector | +0.3% | +152.66% | Add |
| 8 | VTV | Vanguard Value ETF | +0.2% | +11.15% | Add |
| 9 | JNJ | Johnson & Johnson | +0.2% | -0.23% | Trim |
| 10 | VO | Vanguard Mid-cap ETF | +0.2% | +7.55% | Add |
| 11 | WMT | Walmart Inc | +0.2% | -0.22% | Trim |
| 12 | COST | Costco Wholesale CORP | +0.1% | +2.73% | Add |
| 13 | JMST | JPM Ultra-short Muni Income | +0.1% | +59.99% | Add |
| 14 | CVX | Chevron CORP | +0.1% | — | Unchanged |
| 15 | PXH | Inves Rafi Emer Mrkt-usd Inc | +0.1% | +5.52% | Add |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +10.87% | Add |
| 17 | MRK | Merck & Co. Inc. | +0.1% | -1.23% | Trim |
| 18 | GEV | GE Vernova Inc | +0.1% | -6.62% | Trim |
| 19 | GLD | Spdr Gold Shares | +0.1% | -3.04% | Trim |
| 20 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +36.58% | Add |
| 21 | ✓ | Grayscale Digital Large Cap | +0.1% | +90.06% | Add |
| 22 | KOD | Kodiak Sciences Inc | +0.1% | — | Unchanged |
| 23 | KOMP | Ss Spdr S&p Kensho Ne Comp | +0.1% | +92.67% | Add |
| 24 | VTIP | Vanguard Short-term Tips | 0% | +13.42% | Add |
| 25 | TTE | TotalEnergies SE | 0% | — | Unchanged |
| 26 | KLAC | Kla CORP | 0% | -2.02% | Trim |
| 27 | SDY | Ss Spdr S&p Dividend ETF | 0% | -2.08% | Trim |
| 28 | NEE | Nextera Energy Inc | 0% | -0.07% | Trim |
| 29 | PSX | Phillips 66 | 0% | — | Unchanged |
| 30 | VTI | Vanguard Total Stock Mkt ETF | 0% | +7.24% | Add |
| 31 | LIN | Linde plc | 0% | — | Unchanged |
| 32 | SHEL | Shell Plc-adr | 0% | -0.44% | Trim |
| 33 | XLF | Ss Financial Select Sector | 0% | +44.60% | Add |
| 34 | COP | Conocophillips | 0% | — | Unchanged |
| 35 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 36 | NFLX | Netflix Inc | 0% | +11.66% | Add |
| 37 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.70% | Add |
| 38 | WM | Waste Management Inc | 0% | -0.29% | Trim |
| 39 | CPSH | Cps Technologies CORP | 0% | +45.56% | Add |
| 40 | CB | Chubb Limited | 0% | — | Unchanged |
| 41 | FDX | Fedex CORP | 0% | — | Unchanged |
| 42 | RTX | Rtx CORP | 0% | -0.24% | Trim |
| 43 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 44 | TTMI | Ttm Technologies | 0% | — | Unchanged |
| 45 | TJX | Tjx Companies Inc | 0% | — | Unchanged |
| 46 | JPST | Jpmorgan Ultra-short Income | 0% | +5.16% | Add |
| 47 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 48 | INTC | Intel CORP | 0% | — | Unchanged |
| 49 | ISRG | Intuitive Surgical Inc | 0% | +45.10% | Add |
| 50 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Aries Wealth Management reported a total U.S. public equity portfolio value of $509.3M across 234 disclosed positions in Q1 2026.
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, EFA, VUG) accounted for 18.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $899.5K
Top Position Liquidated / Trimmed
AZNN
前期市值: $866.6K
During Q1 2026, Aries Wealth Management's top holdings by market value included AAPL (4.8%)、EFA (4.2%)、VUG (4.0%). The largest single position, AAPL, represented 4.8% of total portfolio value.
In Q1 2026, Aries Wealth Management made 127 total portfolio adjustments, initiating 12 new buys, adding to 44 positions, trimming 59 holdings, and fully liquidating 12 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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