13F filer

Aries Wealth Management

As of Sep 30, 2026 Filed Oct 23, 2026 CIK 1729515 SEC filings ↗

13F Value

$519.3M

Positions

245

Top Position

AAPL5.5%

Top 5

22.0%

Latest filing changes

vs Jun 30, 2026

1 EFA iShares MSCI EAFE ETF +3.3%+$708K

2 GDLC Grayscale Coindesk Crypto +27.7%+$489K

3 EEM iShares MSCI Emerging Markets ETF +3.2%+$431K

4 NFLX Netflix +39.3%+$330K

5 VTV Vanguard Morningstar Value Index Fund — ETF Shares +3.1%+$319K

Holdings245

#							Trend (4Q)
1	AAPL Apple	5.5%	$28.3M	-1.4%	85.1K	4.9%		Common Stock
2	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	4.6%	$23.7M	+0.8%	262.9K	4.4%	—	ETF
3	EFA iShares MSCI EAFE ETF	4.3%	$22.5M	+3.3%	216.2K	4.3%		ETF
4	SPY State Str SPDR S&P 500 ETF T — Tr Unit	3.9%	$20.5M	+1.4%	26.9K	3.9%		ETF
5	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	3.7%	$19.2M	+1.2%	67.4K	4.0%		ETF
6	MSFT Microsoft	3.5%	$18.3M	+0.1%	35.6K	2.6%		Common Stock
7	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	2.9%	$15.3M	+0.2%	195.3K	3.1%		ETF
8	SGOV iShares 0-3 Month Treasury Bond ETF	2.7%	$14.2M	-0.9%	140.7K	2.8%		ETF
9	EEM iShares MSCI Emerging Markets ETF	2.7%	$14.0M	+3.2%	208.9K	2.7%		ETF
10	CAT Caterpillar	2.6%	$13.4M	-5.5%	16.6K	3.7%		Common Stock
11	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 32,871 reported quantity $11,310,254 reported value	2.2%	$11.3M	+0.4%	32.9K	2.3%		Common Stock
12	AMZN Amazon	2.1%	$10.9M	+0.8%	43.8K	2.0%		Common Stock
13	VTV Vanguard Morningstar Value Index Fund — ETF Shares	2.0%	$10.6M	+3.1%	48.8K	2.0%		ETF
14	META Meta Platforms	1.5%	$7.9M	-0.5%	10.9K	1.2%		Common Stock
15	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.4%	$7.5M	+0.1%	20.1K	1.5%		ETF
16	SDY State Street(R) SPDR(R) S&P(R) Dividend ETF	1.3%	$6.7M	-5.0%	46.1K	1.4%		ETF
17	JNJ Johnson & Johnson	1.3%	$6.7M	-0.2%	25.4K	1.3%		Common Stock
18	IWV iShares Russell 3000 ETF	1.3%	$6.6M	—	15.3K	1.3%		ETF
19	XOM ExxonMobil Filing details 30233Q108 Sep 30, 2026 39,584 reported quantity $6,442,296 reported value	1.2%	$6.4M	—	39.6K	1.1%	—	Common Stock
20	PXH Invesco RAFI Emerging Markets ETF	1.2%	$6.1M	-2.6%	209.9K	1.2%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing9

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.