SEC Form 13F

Aries Wealth Management 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$509,284,499
Positions242

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$24,982,47486,337
VANGUARD INDEX FDSVUGGROWTH ETF$22,463,934260,784
ISHARES TREFAMSCI EAFE ETF$21,756,108209,435
VANGUARD INDEX FDSVBSMALL CP ETF$20,199,00766,637
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$19,790,15226,501
CATERPILLAR INCCATCOM$18,662,37317,525
VANGUARD INDEX FDSVOMID CAP ETF$15,712,842195,021
ISHARES TRSGOV0-3 MTH TREASURY$14,290,610141,955
ISHARES TREEMMSCI EMG MKT ETF$13,852,751202,496
MICROSOFT CORPMSFTCOM$13,262,03735,553

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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