Aries Wealth Management

13F filer · CIK 0001729515

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$509MU.S. long equity reported on 13F

Positions1699 new · 5 closed

Net flow last quarter+$1.47MBuys minus sells

Top 10 positions weight24.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026169 positions
AAPLApple Inc.	$25M	4.91%	0.00%	0.0%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$19.8M	3.89%	Not reported	+2.3%	Q4 2017
CATCaterpillar Inc	$18.7M	3.66%	0.00%	-0.4%	Q4 2017
MSFTMicrosoft Corp	$13.3M	2.60%	0.00%	-0.8%	Q4 2017
GOOGLAlphabet Inc.	$11.7M	2.30%	0.00%	0.0%	Q4 2017
AMZNAmazon Com Inc	$10.4M	2.03%	0.00%	-0.4%	Q4 2017
JNJJohnson & Johnson	$6.46M	1.27%	0.00%	-0.2%	Q4 2017
METAMeta Platforms, Inc.	$6.17M	1.21%	Not reported	-0.1%	Q4 2017
WMTWalmart Inc.	$6.16M	1.21%	0.00%	0.0%	Q4 2017
JPMJPMorgan Chase & Co	$5.69M	1.12%	0.00%	-0.1%	Q4 2017
XOMExxonMobil Holdings Corp	$5.66M	1.11%	0.00%	-0.2%	Q4 2017
HDHome Depot, Inc.	$5.23M	1.03%	0.00%	-0.9%	Q4 2017
GLDSPDR Gold Trust	$5.21M	1.02%	0.00%	+0.5%	Q1 2019
LLYELI LILLY & Co	$4.96M	0.97%	0.00%	+1.3%	Q4 2017
VVisa Inc.	$4.47M	0.88%	0.00%	-1.0%	Q4 2017
COSTCostco Wholesale Corp	$3.77M	0.74%	0.00%	Not reported	Q4 2017
MRKMerck & Co., Inc.	$3.28M	0.64%	0.00%	-0.1%	Q4 2017
IBMInternational Business Machines Corp	$3.24M	0.64%	0.00%	+0.9%	Q4 2017
ABBVAbbVie Inc.	$2.95M	0.58%	0.00%	-4.1%	Q4 2017
PGPROCTER & GAMBLE Co	$2.95M	0.58%	0.00%	-1.5%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$2.83M	0.55%	Not reported	+8.9%	Q2 2020
WMWaste Management Inc	$2.75M	0.54%	0.00%	Not reported	Q4 2017
CBChubb Ltd	$2.52M	0.49%	0.00%	-0.3%	Q4 2017
KLACKla Corp	$2.49M	0.49%	0.00%	Not reported	Q3 2024
TMOThermo Fisher Scientific Inc.	$2.38M	0.47%	0.00%	-3.0%	Q4 2017
GEGeneral Electric Co	$2.24M	0.44%	0.00%	-8.0%	Q3 2021
TJXTJX Companies Inc	$2.19M	0.43%	0.00%	Not reported	Q1 2019
GEVGE Vernova Inc.	$2.17M	0.43%	0.00%	Not reported	Q2 2024
RTXRTX Corp	$2.01M	0.39%	0.00%	-0.1%	Q2 2020
TXNTexas Instruments Inc	$1.93M	0.38%	0.00%	-0.1%	Q4 2017
PEPPepsico Inc	$1.92M	0.38%	0.00%	-2.3%	Q4 2017
CSCOCisco Systems, Inc.	$1.83M	0.36%	0.00%	Not reported	Q4 2017
GOOGAlphabet Inc.	$1.72M	0.34%	Not reported	Not reported	Q4 2017
BTCGrayscale Bitcoin Mini Trust ETF	$1.67M	0.33%	0.05%	+1.3%	Q3 2024
IDXXIdexx Laboratories Inc	$1.67M	0.33%	0.00%	-0.8%	Q4 2017
ABTAbbott Laboratories	$1.66M	0.33%	0.00%	-0.1%	Q4 2017
NVDANvidia Corp	$1.66M	0.33%	0.00%	Not reported	Q3 2020
BSVNBank7 Corp.	$1.65M	0.32%	0.22%	+24.3%	Q4 2017
ITWIllinois Tool Works Inc	$1.64M	0.32%	0.00%	-0.4%	Q4 2017
CVXChevron Corp	$1.59M	0.31%	0.00%	0.0%	Q4 2017
BRK.BBerkshire Hathaway Inc	$1.59M	0.31%	Not reported	-1.2%	Q4 2017
ADPAutomatic Data Processing Inc	$1.58M	0.31%	0.00%	-7.0%	Q1 2019
MCDMcdonalds Corp	$1.57M	0.31%	0.00%	0.0%	Q4 2017
INTCIntel Corp	$1.55M	0.31%	0.00%	Not reported	Q4 2017
AVGOBroadcom Inc.	$1.55M	0.30%	0.00%	Not reported	Q1 2024
BLKBlackRock, Inc.	$1.52M	0.30%	0.00%	Not reported	Q1 2019
ETHGrayscale Ethereum Staking Mini ETF	$1.51M	0.30%	0.10%	+6.5%	Q3 2024
UNPUnion Pacific Corp	$1.37M	0.27%	0.00%	-1.0%	Q4 2017
RKLBRocket Lab Corp	$1.33M	0.26%	0.00%	-20.6%	Q2 2022
CLColgate Palmolive Co	$1.25M	0.25%	0.00%	-0.1%	Q4 2017

Q1 2026Reported May 15, 2026163 positions
AAPLApple Inc.	$21.9M	4.82%	0.00%	-1.1%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$16.8M	3.70%	Not reported	+3.3%	Q4 2017
MSFTMicrosoft Corp	$13.3M	2.92%	0.00%	+0.5%	Q4 2017
CATCaterpillar Inc	$12.5M	2.74%	0.00%	-0.9%	Q4 2017
GOOGLAlphabet Inc.	$9.42M	2.07%	0.00%	-0.3%	Q4 2017
AMZNAmazon Com Inc	$9.08M	2.00%	0.00%	+1.6%	Q4 2017
XOMExxonMobil Holdings Corp	$7.04M	1.55%	0.00%	-7.1%	Q4 2017
WMTWalmart Inc.	$6.76M	1.49%	0.00%	-0.2%	Q4 2017
METAMeta Platforms, Inc.	$6.28M	1.38%	Not reported	+4.5%	Q4 2017
JNJJohnson & Johnson	$6.23M	1.37%	0.00%	-0.2%	Q4 2017
GLDSPDR Gold Trust	$6.05M	1.33%	0.00%	-3.0%	Q1 2019
JPMJPMorgan Chase & Co	$5.12M	1.13%	0.00%	Not reported	Q4 2017
HDHome Depot, Inc.	$4.92M	1.08%	0.00%	-0.4%	Q4 2017
COSTCostco Wholesale Corp	$4.01M	0.88%	0.00%	+2.7%	Q4 2017
VVisa Inc.	$3.97M	0.87%	0.00%	+0.3%	Q4 2017
LLYELI LILLY & Co	$3.75M	0.83%	0.00%	Not reported	Q4 2017
MRKMerck & Co., Inc.	$3.07M	0.68%	0.00%	-1.2%	Q4 2017
PGPROCTER & GAMBLE Co	$2.95M	0.65%	0.00%	-6.8%	Q4 2017
WMWaste Management Inc	$2.84M	0.62%	0.00%	-0.3%	Q4 2017
IBMInternational Business Machines Corp	$2.77M	0.61%	0.00%	-0.7%	Q4 2017
ABBVAbbVie Inc.	$2.66M	0.58%	0.00%	-3.9%	Q4 2017
CBChubb Ltd	$2.42M	0.53%	0.00%	Not reported	Q4 2017
TMOThermo Fisher Scientific Inc.	$2.41M	0.53%	0.00%	-0.6%	Q4 2017
TJXTJX Companies Inc	$2.31M	0.51%	0.00%	Not reported	Q1 2019
PEPPepsico Inc	$2.25M	0.49%	0.00%	-5.8%	Q4 2017
RTXRTX Corp	$2.05M	0.45%	0.00%	-0.2%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$2.04M	0.45%	Not reported	Not reported	Q2 2020
CVXChevron Corp	$1.99M	0.44%	0.00%	Not reported	Q4 2017
BTCGrayscale Bitcoin Mini Trust ETF	$1.91M	0.42%	0.06%	+26.2%	Q3 2024
ABTAbbott Laboratories	$1.88M	0.41%	0.00%	+2.2%	Q4 2017
ETHGrayscale Ethereum Staking Mini ETF	$1.87M	0.41%	0.11%	+42.9%	Q3 2024
GEGeneral Electric Co	$1.85M	0.41%	0.00%	-7.4%	Q3 2021
MCDMcdonalds Corp	$1.8M	0.40%	0.00%	Not reported	Q4 2017
IDXXIdexx Laboratories Inc	$1.79M	0.39%	0.00%	+0.4%	Q4 2017
GEVGE Vernova Inc.	$1.61M	0.35%	0.00%	-6.6%	Q2 2024
ITWIllinois Tool Works Inc	$1.59M	0.35%	0.00%	Not reported	Q4 2017
BRK.BBerkshire Hathaway Inc	$1.54M	0.34%	Not reported	-3.8%	Q4 2017
ADPAutomatic Data Processing Inc	$1.54M	0.34%	0.00%	Not reported	Q1 2019
BLKBlackRock, Inc.	$1.52M	0.33%	0.00%	Not reported	Q1 2019
NVDANvidia Corp	$1.45M	0.32%	0.00%	-5.7%	Q3 2020
GOOGAlphabet Inc.	$1.4M	0.31%	Not reported	Not reported	Q4 2017
BSVNBank7 Corp.	$1.34M	0.29%	0.18%	-0.8%	Q4 2017
NEENextera Energy Inc	$1.31M	0.29%	0.00%	-0.1%	Q4 2017
AVGOBroadcom Inc.	$1.27M	0.28%	0.00%	-5.7%	Q1 2024
TXNTexas Instruments Inc	$1.26M	0.28%	0.00%	Not reported	Q4 2017
UNPUnion Pacific Corp	$1.23M	0.27%	0.00%	Not reported	Q4 2017
KLACKla Corp	$1.21M	0.27%	0.00%	-2.0%	Q3 2024
CSCOCisco Systems, Inc.	$1.21M	0.27%	0.00%	Not reported	Q4 2017
CLColgate Palmolive Co	$1.17M	0.26%	0.00%	-2.8%	Q4 2017
LINLinde PLC	$1.16M	0.25%	0.00%	Not reported	Q1 2019

Q4 2025Reported Jan 30, 2026163 positions
AAPLApple Inc.	$23.7M	5.25%	0.00%	-0.5%	Q4 2017
MSFTMicrosoft Corp	$17.2M	3.82%	0.00%	+0.3%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$17.1M	3.79%	Not reported	+3.2%	Q4 2017
GOOGLAlphabet Inc.	$10.3M	2.28%	0.00%	+0.5%	Q4 2017
CATCaterpillar Inc	$10.2M	2.25%	0.00%	-1.2%	Q4 2017
AMZNAmazon Com Inc	$9.91M	2.19%	0.00%	+0.4%	Q4 2017
METAMeta Platforms, Inc.	$6.93M	1.53%	Not reported	+9.7%	Q4 2017
WMTWalmart Inc.	$6.07M	1.34%	0.00%	+1.5%	Q4 2017
GLDSPDR Gold Trust	$5.75M	1.27%	0.00%	+3.7%	Q1 2019
JPMJPMorgan Chase & Co	$5.61M	1.24%	0.00%	-0.9%	Q4 2017
XOMExxonMobil Holdings Corp	$5.38M	1.19%	0.00%	+0.1%	Q4 2017
JNJJohnson & Johnson	$5.29M	1.17%	0.00%	Not reported	Q4 2017
HDHome Depot, Inc.	$5.16M	1.14%	0.00%	-0.8%	Q4 2017
VVisa Inc.	$4.6M	1.02%	0.00%	-1.3%	Q4 2017
LLYELI LILLY & Co	$4.38M	0.97%	0.00%	-6.2%	Q4 2017
IBMInternational Business Machines Corp	$3.41M	0.76%	0.00%	+0.7%	Q4 2017
COSTCostco Wholesale Corp	$3.38M	0.75%	0.00%	+4.0%	Q4 2017
PGPROCTER & GAMBLE Co	$3.13M	0.69%	0.00%	-0.4%	Q4 2017
ABBVAbbVie Inc.	$2.91M	0.64%	0.00%	-0.2%	Q4 2017
TMOThermo Fisher Scientific Inc.	$2.85M	0.63%	0.00%	-1.5%	Q4 2017
WMWaste Management Inc	$2.72M	0.60%	0.00%	-1.1%	Q4 2017
MRKMerck & Co., Inc.	$2.72M	0.60%	0.00%	-0.7%	Q4 2017
CBChubb Ltd	$2.32M	0.51%	0.00%	-0.2%	Q4 2017
ABTAbbott Laboratories	$2.24M	0.50%	0.00%	+2.7%	Q4 2017
TJXTJX Companies Inc	$2.22M	0.49%	0.00%	+0.7%	Q1 2019
PEPPepsico Inc	$2.21M	0.49%	0.00%	+0.5%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$2.17M	0.48%	Not reported	+0.4%	Q2 2020
GEGeneral Electric Co	$2.16M	0.48%	0.00%	Not reported	Q3 2021
IDXXIdexx Laboratories Inc	$2.15M	0.48%	0.00%	-2.2%	Q4 2017
BTCGrayscale Bitcoin Mini Trust ETF	$1.95M	0.43%	0.05%	+34.6%	Q3 2024
ADPAutomatic Data Processing Inc	$1.95M	0.43%	0.00%	Not reported	Q1 2019
RTXRTX Corp	$1.95M	0.43%	0.00%	-5.5%	Q2 2020
ETHGrayscale Ethereum Staking Mini ETF	$1.85M	0.41%	0.08%	+40.9%	Q3 2024
MCDMcdonalds Corp	$1.77M	0.39%	0.00%	+1.1%	Q4 2017
AEMAgnico Eagle Mines Ltd	$1.71M	0.38%	0.00%	-14.1%	Q2 2022
BLKBlackRock, Inc.	$1.69M	0.38%	0.00%	-2.6%	Q1 2019
BRK.BBerkshire Hathaway Inc	$1.68M	0.37%	Not reported	-5.6%	Q4 2017
NVDANvidia Corp	$1.64M	0.36%	0.00%	-14.2%	Q3 2020
RKLBRocket Lab Corp	$1.59M	0.35%	0.00%	-2.7%	Q2 2022
GOOGAlphabet Inc.	$1.53M	0.34%	Not reported	-5.2%	Q4 2017
AVGOBroadcom Inc.	$1.5M	0.33%	0.00%	+11.3%	Q1 2024
ITWIllinois Tool Works Inc	$1.5M	0.33%	0.00%	Not reported	Q4 2017
CVXChevron Corp	$1.46M	0.32%	0.00%	-2.6%	Q4 2017
ACNAccenture plc	$1.42M	0.31%	0.00%	-12.9%	Q1 2019
ORCLOracle Corp	$1.36M	0.30%	0.00%	+1.3%	Q4 2017
BSVNBank7 Corp.	$1.35M	0.30%	0.18%	-4.3%	Q4 2017
GEVGE Vernova Inc.	$1.29M	0.29%	0.00%	Not reported	Q2 2024
CSCOCisco Systems, Inc.	$1.2M	0.27%	0.00%	Not reported	Q4 2017
UNPUnion Pacific Corp	$1.18M	0.26%	0.00%	+5.2%	Q4 2017
FBTCFidelity Wise Origin Bitcoin Fund	$1.17M	0.26%	0.01%	+11.5%	Q2 2024

Q3 2025Reported Nov 10, 2025160 positions
AAPLApple Inc.	$22.3M	5.28%	0.00%	-0.8%	Q4 2017
MSFTMicrosoft Corp	$18.4M	4.36%	0.00%	+1.0%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$16.2M	3.83%	Not reported	+25.7%	Q4 2017
AMZNAmazon Com Inc	$9.39M	2.22%	0.00%	+0.2%	Q4 2017
CATCaterpillar Inc	$8.58M	2.03%	0.00%	+0.5%	Q4 2017
GOOGLAlphabet Inc.	$7.94M	1.88%	0.00%	-0.2%	Q4 2017
METAMeta Platforms, Inc.	$7.03M	1.66%	Not reported	-2.7%	Q4 2017
HDHome Depot, Inc.	$6.13M	1.45%	0.00%	+1.1%	Q4 2017
JPMJPMorgan Chase & Co	$5.54M	1.31%	0.00%	+1.9%	Q4 2017
WMTWalmart Inc.	$5.53M	1.31%	0.00%	+0.1%	Q4 2017
XOMExxonMobil Holdings Corp	$5.03M	1.19%	0.00%	Not reported	Q4 2017
GLDSPDR Gold Trust	$4.97M	1.18%	0.00%	+0.7%	Q1 2019
JNJJohnson & Johnson	$4.74M	1.12%	0.00%	-0.6%	Q4 2017
VVisa Inc.	$4.53M	1.07%	0.00%	+1.4%	Q4 2017
COSTCostco Wholesale Corp	$3.49M	0.83%	0.00%	+5.7%	Q4 2017
PGPROCTER & GAMBLE Co	$3.37M	0.80%	0.00%	-0.2%	Q4 2017
LLYELI LILLY & Co	$3.32M	0.79%	0.00%	+5.9%	Q4 2017
IBMInternational Business Machines Corp	$3.23M	0.76%	0.00%	Not reported	Q4 2017
ABBVAbbVie Inc.	$2.95M	0.70%	0.00%	-3.1%	Q4 2017
WMWaste Management Inc	$2.77M	0.65%	0.00%	+1.0%	Q4 2017
TMOThermo Fisher Scientific Inc.	$2.42M	0.57%	0.00%	-1.7%	Q4 2017
ABTAbbott Laboratories	$2.33M	0.55%	0.00%	0.0%	Q4 2017
ADPAutomatic Data Processing Inc	$2.23M	0.53%	0.00%	0.0%	Q1 2019
MRKMerck & Co., Inc.	$2.19M	0.52%	0.00%	-0.6%	Q4 2017
PEPPepsico Inc	$2.15M	0.51%	0.00%	Not reported	Q4 2017
GEGeneral Electric Co	$2.11M	0.50%	0.00%	Not reported	Q3 2021
QQQInvesco QQQ Trust, Series 1	$2.11M	0.50%	Not reported	Not reported	Q2 2020
CBChubb Ltd	$2.1M	0.50%	0.00%	Not reported	Q4 2017
IDXXIdexx Laboratories Inc	$2.08M	0.49%	0.00%	+2.4%	Q4 2017
TJXTJX Companies Inc	$2.07M	0.49%	0.00%	Not reported	Q1 2019
AEMAgnico Eagle Mines Ltd	$1.98M	0.47%	0.00%	Not reported	Q2 2022
ORCLOracle Corp	$1.94M	0.46%	0.00%	Not reported	Q4 2017
NVDANvidia Corp	$1.91M	0.45%	0.00%	-10.9%	Q3 2020
BTCGrayscale Bitcoin Mini Trust ETF	$1.9M	0.45%	0.04%	+8.2%	Q3 2024
BLKBlackRock, Inc.	$1.89M	0.45%	0.00%	+4.9%	Q1 2019
RTXRTX Corp	$1.88M	0.45%	0.00%	+4.6%	Q2 2020
ETHGrayscale Ethereum Staking Mini ETF	$1.83M	0.43%	0.07%	+9.7%	Q3 2024
BRK.BBerkshire Hathaway Inc	$1.78M	0.42%	Not reported	+6.7%	Q4 2017
MCDMcdonalds Corp	$1.74M	0.41%	0.00%	Not reported	Q4 2017
TMUST-Mobile US, Inc.	$1.63M	0.39%	0.00%	Not reported	Q4 2017
ITWIllinois Tool Works Inc	$1.59M	0.38%	0.00%	0.0%	Q4 2017
CVXChevron Corp	$1.53M	0.36%	0.00%	+6.6%	Q4 2017
ACNAccenture plc	$1.49M	0.35%	0.00%	-1.4%	Q1 2019
BSVNBank7 Corp.	$1.41M	0.33%	0.19%	-0.2%	Q4 2017
FBTCFidelity Wise Origin Bitcoin Fund	$1.38M	0.33%	0.01%	+4.3%	Q2 2024
GBTCGrayscale Bitcoin Trust ETF	$1.31M	0.31%	0.01%	Not reported	Q1 2024
AVGOBroadcom Inc.	$1.29M	0.30%	0.00%	-12.4%	Q1 2024
GOOGAlphabet Inc.	$1.25M	0.30%	Not reported	+1.7%	Q4 2017
TXNTexas Instruments Inc	$1.25M	0.29%	0.00%	+6.9%	Q4 2017
GEVGE Vernova Inc.	$1.22M	0.29%	0.00%	Not reported	Q2 2024

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