Aries Wealth Management

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CIK 1729515

13F portfolio (2026-Q1)

$455M

Positions

234

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

234

Top 5

20.5%

Top 10

33.8%

Effective N

58.1

HHI

0.017

This quarter

13 new · 0 exit →

By sector

Unclassified51.7%

Information Technology13.0%

Consumer Discretionary7.3%

Industrials6.8%

Health Care5.5%

Financials5.5%

Communication Services4.3%

Energy2.6%

Other3.5%

By market cap

Unknown52.7%

Mega (>$200B)33.4%

Large ($10–200B)13.2%

Mid ($2–10B)0.6%

Micro (<$300M)0.1%

Small ($300M–2B)0.1%

By region

Other51.7%

North America47.7%

Europe0.5%

Asia-Pacific0.1%

Middle East0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	52.01%	86
Technology Hardware & Equipment	6.70%	8
Specialty Retail	6.54%	10
Pharmaceuticals & Biotechnology	5.32%	18
Software & IT Services	4.14%	5
Machinery	3.73%	10
Software	3.60%	7
Oil, Gas & Consumable Fuels	2.57%	7
Commercial Services & Supplies	2.49%	9
Banks	1.69%	5
Insurance	1.46%	9
Chemicals	1.38%	7
Semiconductors & Semiconductor Equipment	1.36%	8
Aerospace & Defense	1.01%	6
Electrical Equipment & Components	0.94%	3
Capital Markets	0.89%	6
Beverages	0.85%	3
Utilities	0.51%	4
Hotels, Restaurants & Leisure	0.40%	1
Metals & Mining	0.39%	3
Health Care Equipment & Supplies	0.35%	3
Distributors	0.28%	2
Road & Rail	0.27%	1
Media & Entertainment	0.20%	1
Entertainment	0.15%	1
Diversified Telecommunication Services	0.15%	1
Food Products	0.13%	1
Airlines	0.12%	1
Automobiles & Components	0.06%	2
Construction & Engineering	0.06%	1
Construction Materials	0.05%	1
Tobacco	0.05%	1
Equity Real Estate Investment Trusts (REITs)	0.05%	1
Paper & Forest Products	0.05%	1
Agricultural Products	0.05%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	4.82%
2	EFA	ISHARES TR	Unclassified	4.20%
3	VUG	VANGUARD INDEX FDS	Unclassified	4.05%
4	VB	VANGUARD INDEX FDS	Unclassified	3.77%
5	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	3.70%
6	VO	VANGUARD INDEX FDS	Unclassified	3.02%
7	MSFT	MICROSOFT CORP	Information Technology	2.92%
8	CAT	CATERPILLAR INC	Industrials	2.74%
9	EEM	ISHARES TR	Unclassified	2.47%
10	GOOGL	Alphabet Inc.	Communication Services	2.07%

149/234 names classified · sector 48.3% of weight · industry 48.0% · mkt cap 47.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 34 quarters

Information TechnologyAAPL, MSFT, TMO, IBM, INTC · other

FinancialsV, JPM, INDB, UNH, CI · other

Health CareJNJ, MRK, ABBV, PFE, BMY · other

Consumer DiscretionaryAMZN, HD, WMT, COST, MCD · other

IndustrialsCAT, ITW, MMM, WM, HON · other

Communication ServicesMETA, GOOGL, DIS, TMUS, CMCSA · other

MaterialsPG, CL, TREX, NKE, HXL · other

EnergyXOM, CVX, PSX, SLB, HAL · other

Consumer StaplesPEP, KO, CVS, MNST, GIS · other

UtilitiesNEE, D, AWK, EPD, SRE · other

Real EstateAMT, PLD, CCI, ARE, VTR

UnclassifiedSPTS, AGG, ISTB, SCHM, IYR · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 48.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 46% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (127 classified)Aries Wealth Management centroid (Large Core)

Information TechnologyConsumer DiscretionaryIndustrialsHealth CareFinancialsCommunication ServicesEnergyMaterialsConsumer StaplesUtilitiesReal Estate

Style box summary for Aries Wealth Management: centroid Large Core. Heaviest cells: Large Core 17.4%, Large Growth 16.3%, Large Value 8.4%.

Classified: 45.9% of book weight (127/234 names) · unclassified 54.1%: EFA, VUG, VB, SPY, VO, EEM, SGOV, VTV, SDY, VTI +97 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 234 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	86,348	$22M	4.8%	HOLD
2	EFAISHARES TR	196,663	$19M	4.2%	ADD 11%
3	VUGVANGUARD INDEX FDS	42,177	$18M	4.1%	ADD 4%
4	VBVANGUARD INDEX FDS	65,524	$17M	3.8%	ADD 13%
5	SPYSTATE STR SPDR S&P 500 ETF T	25,909	$17M	3.7%	ADD 3%
6	VOVANGUARD INDEX FDS	47,854	$14M	3.0%	ADD 8%
7	MSFTMICROSOFT CORP	35,827	$13M	2.9%	HOLD
8	CATCATERPILLAR INC	17,590	$12M	2.7%	HOLD
9	EEMISHARES TR	197,635	$11M	2.5%	ADD 12%
10	GOOGLALPHABET INC	32,744	$9M	2.1%	HOLD
11	SGOVISHARES TR	90,700	$9M	2.0%	ADD 36%
12	AMZNAMAZON COM INC	43,607	$9M	2.0%	HOLD
13	VTVVANGUARD INDEX FDS	44,151	$9M	1.9%	ADD 11%
14	SDYSPDR SER TR	49,715	$7M	1.6%	TRIM −2%
15	XOMEXXON MOBIL CORP	41,512	$7M	1.5%	TRIM −7%
16	WMTWALMART INC	54,359	$7M	1.5%	HOLD
17	VTIVANGUARD INDEX FDS	20,096	$6M	1.4%	ADD 7%
18	METAMETA PLATFORMS INC	10,970	$6M	1.4%	ADD 5%
19	JNJJOHNSON & JOHNSON	25,486	$6M	1.4%	HOLD
20	GLDSPDR GOLD TR	14,057	$6M	1.3%	TRIM −3%
21	PXHINVESCO EXCH TRADED FD TR II	215,564	$6M	1.3%	ADD 6%
22	IWVISHARES TR	15,294	$6M	1.2%	HOLD
23	SHYISHARES TR	63,163	$5M	1.1%	ADD 11%
24	JPMJPMORGAN CHASE & CO	17,397	$5M	1.1%	HOLD
25	HDHOME DEPOT INC	14,948	$5M	1.1%	HOLD
26	QUALISHARES TR	23,680	$5M	1.0%	HOLD
27	DGRWWISDOMTREE TR	48,627	$4M	0.9%	TRIM −4%
28	COSTCOSTCO WHSL CORP NEW	4,025	$4M	0.9%	ADD 3%
29	VVISA INC	13,151	$4M	0.9%	HOLD
30	VCITVANGUARD SCOTTSDALE FDS	47,207	$4M	0.9%	HOLD
31	FLRNSPDR SERIES TRUST	126,185	$4M	0.9%	ADD 2%
32	LLYELI LILLY & CO	4,080	$4M	0.8%	HOLD
33	GDXVANECK ETF TRUST GOLD MINERS ETF	37,409	$3M	0.8%	TRIM −21%
34	MRKMERCK & CO INC	25,532	$3M	0.7%	HOLD
35	ACWIISHARES TR	22,077	$3M	0.7%	ADD 2%
36	PGPROCTER AND GAMBLE CO	20,390	$3M	0.6%	TRIM −7%
37	WMWASTE MGMT INC DEL	12,349	$3M	0.6%	HOLD
38	IBMINTERNATIONAL BUSINESS MACHS	11,437	$3M	0.6%	HOLD
39	USMVISHARES TR	29,299	$3M	0.6%	TRIM −3%
40	AGGISHARES TR	27,057	$3M	0.6%	ADD 3%
41	IGSBISHARES TR	50,712	$3M	0.6%	HOLD
42	ABBVABBVIE INC	12,230	$3M	0.6%	TRIM −4%
43	CBCHUBB LIMITED	7,422	$2M	0.5%	HOLD
44	VWOVANGUARD INTL EQUITY INDEX F	44,556	$2M	0.5%	ADD 5%
45	TMOTHERMO FISHER SCIENTIFIC INC	4,896	$2M	0.5%	HOLD
46	TJXTJX COS INC NEW	14,450	$2M	0.5%	HOLD
47	PEPPEPSICO INC	14,494	$2M	0.5%	TRIM −6%
48	VOOVANGUARD INDEX FDS	3,707	$2M	0.5%	HOLD
49	RTXRTX CORPORATION	10,607	$2M	0.4%	HOLD
50	QQQINVESCO QQQ TR	3,526	$2M	0.4%	HOLD
51	CVXCHEVRON CORP NEW	9,609	$2M	0.4%	HOLD
52	VEAVANGUARD TAX-MANAGED FDS	31,000	$2M	0.4%	HOLD
53	BTCGRAYSCALE BITCOIN MINI TR ET	63,702	$2M	0.4%	ADD 26%
54	ABTABBOTT LABS	18,306	$2M	0.4%	ADD 2%
55	ETHGRAYSCALE ETHEREUM STAKING	94,302	$2M	0.4%	ADD 43%
56	GEGE AEROSPACE	6,506	$2M	0.4%	TRIM −7%
57	MCDMCDONALDS CORP	5,804	$2M	0.4%	HOLD
58	VCSHVANGUARD SCOTTSDALE FDS	22,687	$2M	0.4%	TRIM −2%
59	IDXXIDEXX LABS INC	3,189	$2M	0.4%	HOLD
60	VTIPVANGUARD MALVERN FDS	35,802	$2M	0.4%	ADD 13%
61	XLESELECT SECTOR SPDR TR	28,748	$2M	0.4%	ADD 153%
62	JPSTJ P MORGAN EXCHANGE TRADED F	34,615	$2M	0.4%	ADD 5%
63	GEVGE VERNOVA INC	1,849	$2M	0.4%	TRIM −7%
64	JMSTJ P MORGAN EXCHANGE TRADED F	31,470	$2M	0.4%	ADD 60%
65	PXFINVESCO EXCH TRADED FD TR II	22,932	$2M	0.4%	TRIM −2%
66	ITWILLINOIS TOOL WKS INC	6,098	$2M	0.3%	HOLD
67	BRK.BBERKSHIRE HATHAWAY INC DEL	3,220	$2M	0.3%	TRIM −4%
68	ADPAUTOMATIC DATA PROCESSING IN	7,587	$2M	0.3%	HOLD
69	BLKBLACKROCK INC	1,583	$2M	0.3%	HOLD
70	VEUVANGUARD INTL EQUITY INDEX F	19,547	$1M	0.3%	HOLD
71	VIGVANGUARD SPECIALIZED FUNDS	6,735	$1M	0.3%	HOLD
72	NVDANVIDIA CORPORATION	8,286	$1M	0.3%	TRIM −6%
73	IEFAISHARES TR	15,639	$1M	0.3%	HOLD
74	GOOGALPHABET INC	4,877	$1M	0.3%	HOLD
75	BSVVANGUARD BD INDEX FDS	17,026	$1M	0.3%	HOLD
76	NEENEXTERA ENERGY INC	14,114	$1M	0.3%	HOLD
77	AVGOBROADCOM INC	4,102	$1M	0.3%	TRIM −6%
78	TXNTEXAS INSTRS INC	6,488	$1M	0.3%	HOLD
79	UNPUNION PAC CORP	5,080	$1M	0.3%	HOLD
80	KLACKLA CORP	824	$1M	0.3%	TRIM −2%
81	CSCOCISCO SYS INC	15,559	$1M	0.3%	HOLD
82	RSPINVESCO EXCHANGE TRADED FD T	6,158	$1M	0.3%	ADD 2%
83	CLCOLGATE PALMOLIVE CO	13,675	$1M	0.3%	TRIM −3%
84	CTASIMPLIFY EXCHANGE TRADED FUN	38,506	$1M	0.3%	TRIM −4%
85	LINLINDE PLC	2,334	$1M	0.3%	HOLD
86	FBTCFIDELITY WISE ORIGIN BITCOIN	19,148	$1M	0.2%	ADD 24%
87	AEMAGNICO EAGLE MINES LTD	5,540	$1M	0.2%	TRIM −45%
88	INDBINDEPENDENT BK CORP MASS	14,872	$1M	0.2%	HOLD
89	UBERUBER TECHNOLOGIES INC	14,931	$1M	0.2%	ADD 11%
90	MUBISHARES TR	10,080	$1M	0.2%	HOLD
91	LOWLOWES COS INC	4,484	$1M	0.2%	HOLD
92	RKLBROCKET LAB CORP	16,476	$1M	0.2%	TRIM −28%
93	ACWXISHARES TR	15,436	$1M	0.2%	ADD 37%
94	MCKMCKESSON CORP	1,208	$1M	0.2%	HOLD
95	VGKVANGUARD INTL EQUITY INDEX F	12,500	$1M	0.2%	HOLD
96	ACNACCENTURE PLC IRELAND	5,173	$1M	0.2%	HOLD
97	XLKSELECT SECTOR SPDR TR	7,590	$1M	0.2%	HOLD
98	MAMASTERCARD INCORPORATED	1,939	$968,841	0.2%	HOLD
99	KODKODIAK SCIENCES INC	25,000	$953,000	0.2%	HOLD
100	KOCOCA COLA CO	12,169	$925,452	0.2%	HOLD
101	AZNASTRAZENECA PLC	4,561	$899,520	0.2%	NEW
102	VXFVANGUARD INDEX FDS	4,369	$899,140	0.2%	HOLD
103	NFLXNETFLIX INC	9,290	$893,234	0.2%	ADD 12%
104	GDLCGRAYSCALE COINDESK CRYPTO 5 ETF	27,745	$865,367	0.2%	ADD 90%
105	PFEPFIZER INC	29,837	$837,823	0.2%	HOLD
106	NOWSERVICENOW INC	7,936	$829,709	0.2%	NEW
107	KKRKKR & CO INC	8,864	$819,920	0.2%	HOLD
108	EMREMERSON ELEC CO	6,186	$810,490	0.2%	TRIM −9%
109	MMM3M CO	5,563	$807,914	0.2%	TRIM −2%
110	TRVTRAVELERS COMPANIES INC	2,658	$775,285	0.2%	HOLD
111	CITHE CIGNA GROUP	2,777	$740,765	0.2%	TRIM −27%
112	SHELSHELL PLC	7,962	$740,466	0.2%	HOLD
113	ETNEATON CORP PLC	2,035	$727,858	0.2%	HOLD
114	GBTCGRAYSCALE BITCOIN TRUST ETF	13,720	$723,867	0.2%	HOLD
115	DISDISNEY WALT CO	7,314	$704,923	0.2%	TRIM −12%
116	MNSTMONSTER BEVERAGE CORP NEW	9,700	$702,862	0.2%	HOLD
117	HONHONEYWELL INTL INC	3,072	$694,364	0.2%	TRIM −5%
118	SUSLISHARES TR	6,051	$687,409	0.2%	HOLD
119	TMUST-MOBILE US INC	3,265	$685,748	0.2%	HOLD
120	TTETotalEnergies SE	7,439	$680,206	0.1%	HOLD
121	AXSMAXSOME THERAPEUTICS INC.	4,000	$676,080	0.1%	HOLD
122	BMYBRISTOL-MYERS SQUIBB CO	10,803	$655,202	0.1%	HOLD
123	WSMWILLIAMS SONOMA INC	3,583	$653,288	0.1%	HOLD
124	XLFSELECT SECTOR SPDR TR	13,212	$652,276	0.1%	ADD 45%
125	XLVSELECT SECTOR SPDR TR	4,444	$651,535	0.1%	HOLD
126	IVVISHARES TR	992	$647,984	0.1%	HOLD
127	MRSHMARSH & MCLENNAN COS INC	3,713	$644,020	0.1%	TRIM −3%
128	AXPAMERICAN EXPRESS CO	2,098	$634,603	0.1%	HOLD
129	PTCPTC INC	4,395	$626,244	0.1%	NEW
130	SHVISHARES TR	5,609	$619,178	0.1%	TRIM −21%
131	STTSTATE STR CORP	4,779	$604,830	0.1%	HOLD
132	IAUISHARES GOLD TR	6,860	$604,778	0.1%	ADD 3%
133	HUBBHUBBELL INC	1,206	$591,832	0.1%	HOLD
134	MDLZMONDELEZ INTL INC	9,911	$571,270	0.1%	TRIM −13%
135	ORCLORACLE CORP	3,846	$565,785	0.1%	TRIM −45%
136	BNDVANGUARD BD INDEX FDS	7,677	$565,334	0.1%	HOLD
137	ETHEGRAYSCALE ETHEREUM STAKING E	32,977	$562,917	0.1%	HOLD
138	GSGOLDMAN SACHS GROUP INC	644	$544,818	0.1%	HOLD
139	PSXPHILLIPS 66	2,973	$541,621	0.1%	HOLD
140	LRCXLAM RESEARCH CORP	2,510	$536,287	0.1%	TRIM −9%
141	IEMGISHARES INC	7,673	$535,192	0.1%	HOLD
142	FDXFEDEX CORP	1,500	$534,270	0.1%	HOLD
143	EFAVISHARES TR	5,840	$533,601	0.1%	HOLD
144	ISRGINTUITIVE SURGICAL INC	1,139	$525,068	0.1%	ADD 45%
145	IWFISHARES TR	1,205	$513,812	0.1%	HOLD
146	CRMSALESFORCE INC	2,729	$509,422	0.1%	TRIM −6%
147	FTSMFIRST TR EXCHANGE-TRADED FD	8,500	$508,130	0.1%	HOLD
148	RNRRENAISSANCERE HLDGS LTD	1,678	$498,752	0.1%	HOLD
149	INTCINTEL CORP	11,131	$491,211	0.1%	HOLD
150	COPCONOCOPHILLIPS	3,709	$489,588	0.1%	HOLD
151	AMPAMERIPRISE FINL INC	1,081	$480,396	0.1%	HOLD
152	IJHISHARES TR	7,071	$477,505	0.1%	HOLD
153	HIGHARTFORD INSURANCE GROUP INC	3,456	$467,355	0.1%	HOLD
154	TDIVFIRST TR EXCHANGE TRADED FD	4,975	$465,959	0.1%	HOLD
155	VGSHVANGUARD SHORT-TERM TREASURY ETF	7,890	$461,881	0.1%	HOLD
156	KOMPSPDR SERIES TRUST	7,890	$461,389	0.1%	ADD 93%
157	ORLYOREILLY AUTOMOTIVE INC	4,965	$458,319	0.1%	HOLD
158	LMTLOCKHEED MARTIN CORP	748	$452,084	0.1%	HOLD
159	EEMVISHARES INC	6,887	$445,796	0.1%	HOLD
160	NXPINXP SEMICONDUCTORS N V	2,182	$429,549	0.1%	HOLD
161	DHRDANAHER CORP DEL	2,257	$427,927	0.1%	HOLD
162	UNMUNUM GROUP	5,736	$418,900	0.1%	HOLD
163	PHPARKER-HANNIFIN CORP	464	$415,391	0.1%	HOLD
164	VGITVANGUARD SCOTTSDALE FDS	6,956	$414,230	0.1%	HOLD
165	ECLECOLAB INC	1,549	$412,065	0.1%	HOLD
166	PIIMPINJ INC	4,000	$410,800	0.1%	TRIM −20%
167	ARESARES MANAGEMENT CORPORATION	3,726	$406,507	0.1%	HOLD
168	BABAALIBABA GROUP HLDG LTD	3,175	$398,336	0.1%	ADD 31%
169	CEGCONSTELLATION ENERGY CORP	1,399	$390,671	0.1%	TRIM −3%
170	NUENUCOR CORP	2,305	$389,776	0.1%	TRIM −6%
171	IEIISHARES TR	3,238	$384,027	0.1%	HOLD
172	TANINVESCO EXCH TRADED FD TR II	6,850	$381,614	0.1%	NEW
173	AFLAFLAC INC	3,362	$368,845	0.1%	HOLD
174	URIUNITED RENTALS INC	500	$364,280	0.1%	HOLD
175	RSGREPUBLIC SVCS INC	1,650	$361,383	0.1%	TRIM −7%
176	XBISPDR SERIES TRUST	2,760	$352,535	0.1%	HOLD
177	RPGINVESCO EXCHANGE TRADED FD T	7,540	$352,420	0.1%	HOLD
178	WMBWILLIAMS COS INC	4,837	$352,037	0.1%	HOLD
179	XYLXYLEM INC	2,800	$334,600	0.1%	HOLD
180	QARPDBX ETF TR	5,627	$331,923	0.1%	HOLD
181	EASGDBX ETF TR	9,185	$322,767	0.1%	HOLD
182	XLYSELECT SECTOR SPDR TR	2,930	$319,311	0.1%	HOLD
183	AMGNAMGEN INC	898	$315,961	0.1%	HOLD
184	DELLDELL TECHNOLOGIES INC	1,881	$308,729	0.1%	HOLD
185	XNTKSPDR SERIES TRUST	1,200	$306,336	0.1%	HOLD
186	TTMITTM TECHNOLOGIES INC	3,128	$304,730	0.1%	HOLD
187	IJRISHARES TR	2,446	$304,062	0.1%	HOLD
188	MELIMERCADOLIBRE INC	175	$302,579	0.1%	HOLD
189	ALLALLSTATE CORP	1,443	$299,192	0.1%	HOLD
190	SNPSSYNOPSYS INC	748	$296,567	0.1%	NEW
191	IGMISHARES TR	2,500	$296,275	0.1%	HOLD
192	CHDCHURCH & DWIGHT CO INC	3,102	$289,479	0.1%	TRIM −3%
193	CHKPCHECK POINT SOFTWARE TECH LT	2,023	$288,986	0.1%	HOLD
194	PWRQUANTA SVCS INC	521	$286,039	0.1%	HOLD
195	HXLHEXCEL CORP NEW	3,500	$283,255	0.1%	HOLD
196	MSMORGAN STANLEY	1,707	$280,921	0.1%	HOLD
197	VRTXVERTEX PHARMACEUTICALS INC	605	$270,157	0.1%	HOLD
198	LDEMISHARES TR	4,630	$268,365	0.1%	HOLD
199	SHWSHERWIN WILLIAMS CO	821	$263,172	0.1%	HOLD
200	AEPAMERICAN ELEC PWR CO INC	2,000	$262,160	0.1%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

91K

90K

88K

87K

86K

$22M

EFAISHARES TR

117K

130K

144K

157K

177K

197K

$19M

VUGVANGUARD INDEX FDS

37K

38K

40K

42K

$18M

VBVANGUARD INDEX FDS

48K

50K

52K

58K

66K

$17M

SPYSTATE STR SPDR S&P 500 ETF T

19K

20K

19K

24K

25K

26K

$17M

VOVANGUARD INDEX FDS

41K

42K

41K

44K

48K

$14M

MSFTMICROSOFT CORP

35K

36K

35K

36K

$13M

CATCATERPILLAR INC

18K

$12M

EEMISHARES TR

109K

125K

138K

146K

176K

198K

$11M

GOOGLALPHABET INC

30K

32K

33K

$9M

SGOVISHARES TR

—

66K

91K

$9M

AMZNAMAZON COM INC

40K

42K

43K

44K

$9M

VTVVANGUARD INDEX FDS

32K

33K

32K

35K

40K

44K

$9M

SDYSPDR SER TR

52K

51K

50K

$7M

XOMEXXON MOBIL CORP

45K

59K

45K

42K

$7M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Aries Wealth Management