Aries Wealth Management ETF holdings
Portland, ME
Reported $265.6M in 85 ETFs in its Form 13F for June 30, 2026.
ETF value
$265.6M
ETFs held
85
Change from prior quarter
+13.5%
With price moves
ETFs as a share of its 13F
52.2%
of $509.3M
Top 10 of 85 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VUG | Vanguard Morningstar Growth ETF | $22.5M | 260,784 | +218,607 shares |
| EFA | iShares MSCI EAFE ETF | $21.8M | 209,435 | +12,772 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $20.2M | 66,637 | +1,113 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $19.8M | 26,501 | +592 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $15.7M | 195,021 | +147,167 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $14.3M | 141,955 | +51,255 shares |
| EEM | iShares MSCI Emerging Markets ETF | $13.9M | 202,496 | +4,861 shares |
| VTV | Vanguard Morningstar Value ETF | $10.3M | 47,348 | +3,197 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $7.4M | 20,037 | −59 shares |
| SDY | State Street SPDR S&P Dividend ETF | $7.4M | 48,515 | −1,200 shares |
75 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001729515. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Aries Wealth Management own?
Aries Wealth Management reported 85 ETF positions worth $265.6M in its Form 13F for June 30, 2026. The largest was VUG, at $22.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.