Institutional Manager · CIK 0001729515
Aries Wealth Management
PORTLAND, ME · File #028-18258
Latest AUM
$451.6M
Positions
233
Top-10 Concentration
47.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025233 pos · $451.6M
- 13F HOLDINGS REPORTQ/E Sep 2025231 pos · $422.6M
- 13F HOLDINGS REPORTQ/E Jun 2025217 pos · $382.7M
- 13F HOLDINGS REPORTQ/E Mar 2025226 pos · $368.3M
- 13F HOLDINGS REPORTQ/E Dec 2024223 pos · $363.2M
- 13F HOLDINGS REPORTQ/E Sep 2024231 pos · $363.8M
- 13F HOLDINGS REPORTQ/E Jun 2024206 pos · $317.4M
- 13F HOLDINGS REPORTQ/E Mar 2024210 pos · $310.3M
- 13F HOLDINGS REPORTQ/E Dec 2023200 pos · $255.5M
- 13F HOLDINGS REPORTQ/E Sep 2023202 pos · $257.9M
- 13F HOLDINGS REPORTQ/E Jun 2023194 pos · $243.9M
- 13F HOLDINGS REPORTQ/E Mar 2023190 pos · $232.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 87,287 | $23.7M | 7.31% |
| 2 | VANGUARD INDEX FDS | 922908736 | 40,491 | $19.8M | 6.09% |
| 3 | MICROSOFT CORP | MSFT | 35,652 | $17.2M | 5.31% |
| 4 | SPDR S&P 500 ETF TR | SPY | 25,092 | $17.1M | 5.27% |
| 5 | ISHARES TR | 464287465 | 176,664 | $17.0M | 5.23% |
| 6 | VANGUARD INDEX FDS | 922908751 | 58,035 | $15.0M | 4.61% |
| 7 | VANGUARD INDEX FDS | 922908629 | 44,496 | $12.9M | 3.98% |
| 8 | ALPHABET INC | GOOG | 32,844 | $10.3M | 3.17% |
| 9 | CATERPILLAR INC | CAT | 17,753 | $10.2M | 3.13% |
| 10 | AMAZON COM INC | AMZN | 42,922 | $9.9M | 3.05% |
| 11 | ISHARES TR | 464287234 | 176,230 | $9.6M | 2.97% |
| 12 | VANGUARD INDEX FDS | 922908744 | 39,721 | $7.6M | 2.34% |
| 13 | SPDR SERIES TRUST | 78464A763 | 50,770 | $7.1M | 2.18% |
| 14 | META PLATFORMS INC | META | 10,496 | $6.9M | 2.14% |
| 15 | ISHARES TR | 46436E718 | 66,450 | $6.7M | 2.06% |
| 16 | VANGUARD INDEX FDS | 922908769 | 18,740 | $6.3M | 1.94% |
| 17 | WALMART INC | WMT | 54,480 | $6.1M | 1.87% |
| 18 | ISHARES TR | 464287689 | 15,294 | $5.9M | 1.82% |
| 19 | SPDR GOLD TR | GLD | 14,498 | $5.7M | 1.77% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 17,397 | $5.6M | 1.73% |