13F HOLDINGS REPORT

Aries Wealth Management

Quarter ended Q4 2025 · Filed January 30, 2026 · Accession 0001172661-26-000402

Total Value

$451.6M

Positions

233

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (233)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	APPLE INC	AAPL	87,287	$23.7M	5.25%
2	VANGUARD INDEX FDS	922908736	40,491	$19.8M	4.37%
3	MICROSOFT CORP	MSFT	35,652	$17.2M	3.82%
4	SPDR S&P 500 ETF TR	SPY	25,092	$17.1M	3.79%
5	ISHARES TR	464287465	176,664	$17.0M	3.76%
6	VANGUARD INDEX FDS	922908751	58,035	$15.0M	3.31%
7	VANGUARD INDEX FDS	922908629	44,496	$12.9M	2.86%
8	ALPHABET INC	GOOG	32,844	$10.3M	2.28%
9	CATERPILLAR INC	CAT	17,753	$10.2M	2.25%
10	AMAZON COM INC	AMZN	42,922	$9.9M	2.19%
11	ISHARES TR	464287234	176,230	$9.6M	2.13%
12	VANGUARD INDEX FDS	922908744	39,721	$7.6M	1.68%
13	SPDR SERIES TRUST	78464A763	50,770	$7.1M	1.56%
14	META PLATFORMS INC	META	10,496	$6.9M	1.53%
15	ISHARES TR	46436E718	66,450	$6.7M	1.48%
16	VANGUARD INDEX FDS	922908769	18,740	$6.3M	1.39%
17	WALMART INC	WMT	54,480	$6.1M	1.34%
18	ISHARES TR	464287689	15,294	$5.9M	1.31%
19	SPDR GOLD TR	GLD	14,498	$5.7M	1.27%
20	JPMORGAN CHASE & CO.	VYLD	17,397	$5.6M	1.24%
21	EXXON MOBIL CORP	XOM	44,677	$5.4M	1.19%
22	JOHNSON & JOHNSON	JNJ	25,546	$5.3M	1.17%
23	INVESCO EXCH TRADED FD TR II	IVZ	204,284	$5.3M	1.17%
24	HOME DEPOT INC	HD	15,003	$5.2M	1.14%
25	ISHARES TR	46432F339	23,966	$4.8M	1.05%
26	ISHARES TR	464287457	56,970	$4.7M	1.04%
27	VISA INC	V	13,116	$4.6M	1.02%
28	WISDOMTREE TR	WT	50,445	$4.5M	1.00%
29	ELI LILLY & CO	LLY	4,080	$4.4M	0.97%
30	VANECK ETF TRUST	92189F106	47,364	$4.1M	0.90%
31	VANGUARD SCOTTSDALE FDS	92206C870	47,414	$4.0M	0.88%
32	SPDR SERIES TRUST	78468R200	123,171	$3.8M	0.84%
33	INTERNATIONAL BUSINESS MACHS	INTR	11,517	$3.4M	0.76%
34	COSTCO WHSL CORP NEW	22160K105	3,918	$3.4M	0.75%
35	PROCTER AND GAMBLE CO	742718109	21,872	$3.1M	0.69%
36	ISHARES TR	464288257	21,540	$3.0M	0.67%
37	ABBVIE INC	ABBV	12,730	$2.9M	0.64%
38	THERMO FISHER SCIENTIFIC INC	TMO	4,924	$2.9M	0.63%
39	ISHARES TR	46429B697	30,085	$2.8M	0.63%
40	WASTE MGMT INC DEL	94106L109	12,385	$2.7M	0.60%
41	MERCK & CO INC	MRK	25,849	$2.7M	0.60%
42	ISHARES TR	464288646	49,894	$2.6M	0.58%
43	ISHARES TR	464287226	26,264	$2.6M	0.58%
44	VANGUARD INDEX FDS	922908363	3,707	$2.3M	0.51%
45	CHUBB LIMITED	CB	7,422	$2.3M	0.51%
46	VANGUARD INTL EQUITY INDEX F	922042858	42,556	$2.3M	0.51%
47	ABBOTT LABS	ABLZF	17,906	$2.2M	0.50%
48	TJX COS INC NEW	872540109	14,450	$2.2M	0.49%
49	PEPSICO INC	PEP	15,379	$2.2M	0.49%
50	INVESCO QQQ TR	IVZ	3,526	$2.2M	0.48%
51	GE AEROSPACE	369604301	7,028	$2.2M	0.48%
52	IDEXX LABS INC	45168D104	3,177	$2.1M	0.48%
53	GRAYSCALE BITCOIN MINI TR ET	389930207	50,461	$2.0M	0.43%
54	AUTOMATIC DATA PROCESSING IN	ADP	7,587	$2.0M	0.43%
55	RTX CORPORATION	RTX	10,633	$2.0M	0.43%
56	VANGUARD TAX-MANAGED FDS	921943858	31,000	$1.9M	0.43%
57	GRAYSCALE ETHEREUM MINI TR E	38964R203	65,997	$1.9M	0.41%
58	VANGUARD SCOTTSDALE FDS	92206C409	23,187	$1.8M	0.41%
59	MCDONALDS CORP	MCD	5,804	$1.8M	0.39%
60	AGNICO EAGLE MINES LTD	AEM	10,077	$1.7M	0.38%
61	BLACKROCK INC	BLK	1,583	$1.7M	0.38%
62	BERKSHIRE HATHAWAY INC DEL	BRK-A	3,347	$1.7M	0.37%
63	J P MORGAN EXCHANGE TRADED F	46641Q837	32,915	$1.7M	0.37%
64	NVIDIA CORPORATION	NVDA	8,786	$1.6M	0.36%
65	ROCKET LAB CORP	RKLB	22,818	$1.6M	0.35%
66	VANGUARD MALVERN FDS	922020805	31,566	$1.6M	0.35%
67	INVESCO EXCH TRADED FD TR II	IVZ	23,406	$1.5M	0.34%
68	ALPHABET INC	GOOG	4,877	$1.5M	0.34%
69	BROADCOM INC	AVGO	4,348	$1.5M	0.33%
70	ILLINOIS TOOL WKS INC	452308109	6,098	$1.5M	0.33%
71	VANGUARD SPECIALIZED FUNDS	921908844	6,735	$1.5M	0.33%
72	CHEVRON CORP NEW	CVX	9,609	$1.5M	0.32%
73	VANGUARD INTL EQUITY INDEX F	922042775	19,609	$1.4M	0.32%
74	ACCENTURE PLC IRELAND	ACN	5,278	$1.4M	0.31%
75	ISHARES TR	46432F842	15,639	$1.4M	0.31%
76	ORACLE CORP	ORCL-PD	6,968	$1.4M	0.30%
77	VANGUARD BD INDEX FDS	921937827	17,156	$1.4M	0.30%
78	GE VERNOVA INC	GEV	1,980	$1.3M	0.29%
79	CISCO SYS INC	CSCO	15,559	$1.2M	0.27%
80	UNION PAC CORP	UNP	5,080	$1.2M	0.26%
81	FIDELITY WISE ORIGIN BITCOIN	FBTC	15,412	$1.2M	0.26%
82	INVESCO EXCHANGE TRADED FD T	IVZ	6,008	$1.2M	0.25%
83	NEXTERA ENERGY INC	NEE-PW	14,124	$1.1M	0.25%
84	KKR & CO INC	KKRT	8,864	$1.1M	0.25%
85	TEXAS INSTRS INC	882508104	6,488	$1.1M	0.25%
86	COLGATE PALMOLIVE CO	CL	14,062	$1.1M	0.25%
87	MASTERCARD INCORPORATED	MA	1,939	$1.1M	0.25%
88	UBER TECHNOLOGIES INC	UBER	13,461	$1.1M	0.24%
89	SIMPLIFY EXCHANGE TRADED FUN	82889N699	40,306	$1.1M	0.24%
90	SELECT SECTOR SPDR TR	81369Y803	7,590	$1.1M	0.24%
91	INDEPENDENT BK CORP MASS	453836108	14,872	$1.1M	0.24%
92	LOWES COS INC	548661107	4,484	$1.1M	0.24%
93	ISHARES TR	464288414	10,080	$1.1M	0.24%
94	THE CIGNA GROUP	125523100	3,827	$1.1M	0.23%
95	VANGUARD INTL EQUITY INDEX F	922042874	12,500	$1.0M	0.23%
96	KLA CORP	KLAC	841	$1.0M	0.23%
97	J P MORGAN EXCHANGE TRADED F	46641Q654	19,670	$1.0M	0.22%
98	LINDE PLC	LIN	2,334	$995,194	0.22%
99	MCKESSON CORP	MCK	1,208	$990,910	0.22%
100	DISNEY WALT CO	254687106	8,314	$945,884	0.21%
101	GRAYSCALE BITCOIN TRUST ETF	GBTC	13,720	$937,899	0.21%
102	VANGUARD INDEX FDS	922908652	4,369	$913,645	0.20%
103	3M CO	MMM	5,703	$913,050	0.20%
104	EMERSON ELEC CO	EMR	6,820	$905,150	0.20%
105	IMPINJ INC	PI	5,000	$870,050	0.19%
106	ASTRAZENECA PLC	AZN	9,427	$866,624	0.19%
107	COCA COLA CO	KO	12,190	$852,203	0.19%
108	GRAYSCALE ETHEREUM TRUST ETF	389638107	32,977	$803,649	0.18%
109	NETFLIX INC	NFLX	8,320	$780,083	0.17%
110	ISHARES TR	464288679	7,064	$778,100	0.17%
111	AMERICAN EXPRESS CO	AXP	2,098	$776,155	0.17%
112	TRAVELERS COMPANIES INC	TRV	2,658	$770,979	0.17%
113	SALESFORCE INC	CRM	2,903	$769,034	0.17%
114	ISHARES TR	464288240	11,302	$758,703	0.17%
115	PFIZER INC	PFE	30,437	$757,881	0.17%
116	MONSTER BEVERAGE CORP NEW	MNST	9,700	$743,699	0.16%
117	AXSOME THERAPEUTICS INC	AXSM	4,000	$730,560	0.16%
118	ISHARES TR	46435U218	5,976	$724,687	0.16%
119	MARSH & MCLENNAN COS INC	571748102	3,829	$710,356	0.16%
120	KODIAK SCIENCES INC	KOD	25,000	$699,000	0.15%
121	SELECT SECTOR SPDR TR	81369Y209	4,444	$687,931	0.15%
122	ISHARES TR	464287200	992	$679,460	0.15%
123	T-MOBILE US INC	TMUSZ	3,265	$662,926	0.15%
124	EATON CORP PLC	ETN	2,035	$648,168	0.14%
125	WILLIAMS SONOMA INC	WSM	3,583	$639,888	0.14%
126	HONEYWELL INTL INC	438516106	3,234	$630,921	0.14%
127	ADOBE INC	ADBE	1,777	$621,932	0.14%
128	STATE STR CORP	STT-PG	4,779	$616,539	0.14%
129	MONDELEZ INTL INC	609207105	11,352	$611,078	0.14%
130	GRAYSCALE COINDESK CRYPTO	GDLC	14,598	$603,236	0.13%
131	ARES MANAGEMENT CORPORATION	ARES-PB	3,726	$602,233	0.13%
132	SHELL PLC	RYDAF	7,997	$587,620	0.13%
133	BRISTOL-MYERS SQUIBB CO	CELG-RI	10,803	$582,714	0.13%
134	ISHARES TR	464287614	1,205	$570,327	0.13%
135	VANGUARD BD INDEX FDS	921937835	7,677	$568,635	0.13%
136	GOLDMAN SACHS GROUP INC	GSCE	644	$566,076	0.13%
137	ISHARES GOLD TR	IAU	6,635	$538,563	0.12%
138	HUBBELL INC	HUBB	1,206	$535,597	0.12%
139	AMERIPRISE FINL INC	03076C106	1,081	$530,058	0.12%
140	DANAHER CORPORATION	235851102	2,257	$516,672	0.11%
141	ISHARES INC	46434G103	7,673	$515,779	0.11%
142	FIRST TR EXCHANGE-TRADED FD	33739Q408	8,500	$509,405	0.11%
143	SELECT SECTOR SPDR TR	81369Y506	11,378	$508,710	0.11%
144	CONSTELLATION ENERGY CORP	CEG	1,438	$508,002	0.11%
145	ISHARES TR	46429B689	5,840	$503,700	0.11%
146	SELECT SECTOR SPDR TR	81369Y605	9,137	$500,433	0.11%
147	TOTALENERGIES SE	TTE	7,439	$486,445	0.11%
148	FIRST TR EXCHANGE TRADED FD	33738R118	4,975	$481,779	0.11%
149	HARTFORD INSURANCE GROUP INC	HIG-PG	3,456	$476,237	0.11%
150	NXP SEMICONDUCTORS N V	NXPI	2,182	$473,625	0.10%
151	LAM RESEARCH CORP	LRCX	2,760	$472,457	0.10%
152	RENAISSANCERE HLDGS LTD	RNR-PG	1,678	$471,786	0.10%
153	ISHARES TR	464287507	7,071	$466,686	0.10%
154	VANGUARD SCOTTSDALE FDS	92206C102	7,890	$463,380	0.10%
155	OREILLY AUTOMOTIVE INC	67103H107	4,965	$452,858	0.10%
156	INTUITIVE SURGICAL INC	ISRG	785	$444,593	0.10%
157	UNUM GROUP	UNMA	5,736	$444,540	0.10%
158	ISHARES INC	464286533	6,887	$441,043	0.10%
159	FEDEX CORP	FDX	1,500	$433,290	0.10%
160	VANGUARD SCOTTSDALE FDS	92206C706	6,956	$416,873	0.09%
161	INTEL CORP	INTC	11,131	$410,734	0.09%
162	PARKER-HANNIFIN CORP	PH	464	$407,837	0.09%
163	ECOLAB INC	ECL	1,549	$406,643	0.09%
164	UNITED RENTALS INC	URI	500	$404,660	0.09%
165	NUCOR CORP	NUE	2,455	$400,435	0.09%
166	ISHARES SILVER TR	SLV	6,100	$392,962	0.09%
167	ISHARES TR	464288661	3,238	$386,455	0.09%
168	PHILLIPS 66	PSX	2,973	$383,636	0.08%
169	XYLEM INC	XYL	2,800	$381,304	0.08%
170	REPUBLIC SVCS INC	760759100	1,775	$376,176	0.08%
171	CHECK POINT SOFTWARE TECH LT	M22465104	2,023	$375,388	0.08%
172	AFLAC INC	AFL	3,362	$370,728	0.08%
173	LOCKHEED MARTIN CORP	LMT	748	$361,785	0.08%
174	ALIBABA GROUP HLDG LTD	BBAAY	2,430	$356,189	0.08%
175	MERCADOLIBRE INC	MELI	175	$352,496	0.08%
176	INVESCO EXCHANGE TRADED FD T	IVZ	7,540	$351,930	0.08%
177	SELECT SECTOR SPDR TR	81369Y407	2,930	$349,871	0.08%
178	CONOCOPHILLIPS	COP	3,709	$347,199	0.08%
179	SPDR SERIES TRUST	78464A870	2,760	$336,527	0.07%
180	FS KKR CAP CORP	FSK	22,565	$334,188	0.07%
181	SPDR SERIES TRUST	78464A102	1,200	$333,456	0.07%
182	DBX ETF TR	233051242	5,627	$332,327	0.07%
183	DBX ETF TR	233051218	9,185	$323,212	0.07%
184	ISHARES TR	464287549	2,500	$322,900	0.07%
185	MORGAN STANLEY	MS-PQ	1,707	$303,044	0.07%
186	ALLSTATE CORP	ALL-PJ	1,443	$300,360	0.07%
187	ISHARES TR	464287804	2,446	$293,960	0.07%
188	AMGEN INC	AMGN	898	$293,924	0.07%
189	WILLIAMS COS INC	969457100	4,837	$290,752	0.06%
190	TESLA INC	TSLA	644	$289,620	0.06%
191	STRYKER CORPORATION	SYK	810	$284,691	0.06%
192	KIMBERLY-CLARK CORP	KMB	2,732	$275,631	0.06%
193	VERTEX PHARMACEUTICALS INC	VRTX	605	$274,283	0.06%
194	CHURCH & DWIGHT CO INC	CHD	3,202	$268,488	0.06%
195	TOAST INC	TOST	7,510	$266,680	0.06%
196	SHERWIN WILLIAMS CO	SHW	821	$266,029	0.06%
197	ISHARES TR	46436E601	4,560	$264,983	0.06%
198	COGNIZANT TECHNOLOGY SOLUTIO	CTSH	3,189	$264,687	0.06%
199	WELLS FARGO CO NEW	949746101	2,830	$263,756	0.06%
200	SELECT SECTOR SPDR TR	81369Y852	2,209	$260,043	0.06%
201	HEXCEL CORP NEW	428291108	3,500	$258,650	0.06%
202	QUALCOMM INC	QCOM	1,511	$258,457	0.06%
203	INTUIT	INTU	388	$257,019	0.06%
204	UNITEDHEALTH GROUP INC	UNH	778	$256,826	0.06%
205	ROCKWELL AUTOMATION INC	ROK	660	$256,786	0.06%
206	CROWN CASTLE INC	CCI	2,829	$251,413	0.06%
207	SPDR SERIES TRUST	78468R648	4,095	$244,594	0.05%
208	COUPANG INC	CPNG	10,320	$243,449	0.05%
209	TEXTRON INC	TXT	2,771	$241,548	0.05%
210	CUMMINS INC	CMI	465	$237,359	0.05%
211	DELL TECHNOLOGIES INC	DELL	1,881	$236,780	0.05%
212	CENCORA INC	COR	700	$236,425	0.05%
213	SELECT SECTOR SPDR TR	81369Y886	5,498	$234,710	0.05%
214	CROWDSTRIKE HLDGS INC	CRWD	500	$234,380	0.05%
215	AMERICAN ELEC PWR CO INC	025537101	2,000	$230,620	0.05%
216	PAYCHEX INC	PAYX	2,039	$228,735	0.05%
217	VANGUARD WORLD FD	92204A702	300	$226,134	0.05%
218	BLACKROCK ETF TRUST	BLK	8,590	$219,990	0.05%
219	QUANTA SVCS INC	74762E102	521	$219,893	0.05%
220	MOHAWK INDS INC	608190104	2,000	$218,600	0.05%
221	TTM TECHNOLOGIES INC	TTMI	3,128	$215,832	0.05%
222	ALTRIA GROUP INC	MO	3,570	$205,846	0.05%
223	BLACKSTONE INC	BX	1,333	$205,469	0.05%
224	VERASTEM INC	VSTM	26,249	$202,642	0.04%
225	CPS TECHNOLOGIES CORP	CPSH	43,900	$135,651	0.03%
226	GRAYSCALE SOLANA TR ETF	38965D104	11,450	$104,195	0.02%
227	COTY INC	COTY	20,000	$61,600	0.01%
228	NIO INC	NIOIF	10,000	$51,000	0.01%
229	EDITAS MEDICINE INC	EDIT	12,500	$25,625	0.01%
230	FUBOTV INC	FUBO	10,000	$25,200	0.01%
231	AMERICAN BITCOIN CORP.	ABTC	10,000	$17,000	0.00%
232	CANOPY GROWTH CORP	CGC	10,020	$11,405	0.00%
233	TSCAN THERAPEUTICS INC	TCRX	10,000	$10,000	0.00%