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Disclosed positions
Aries Wealth Management: source evidence dated 2026-07-25T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $24,982,474
- Reported amount
- 86,337
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-002775Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| APPLE INC | AAPL | COM | $24,982,474 | 86,337 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $22,463,934 | 260,784 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $21,756,108 | 209,435 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $20,199,007 | 66,637 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $19,790,152 | 26,501 | SH | None |
| CATERPILLAR INC | CAT | COM | $18,662,373 | 17,525 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $15,712,842 | 195,021 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $14,290,610 | 141,955 | SH | None |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $13,852,751 | 202,496 | SH | None |
| MICROSOFT CORP | MSFT | COM | $13,262,037 | 35,553 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $11,700,651 | 32,741 | SH | None |
| AMAZON COM INC | AMZN | COM | $10,350,391 | 43,427 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $10,318,550 | 47,348 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $7,414,491 | 20,037 | SH | None |
| SPDR SERIES TRUST | SDY | ST STR SP DIV | $7,383,013 | 48,515 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $6,521,362 | 15,294 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $6,459,981 | 25,436 | SH | None |
| META PLATFORMS INC | META | CL A | $6,173,658 | 10,960 | SH | None |
| WALMART INC | WMT | COM | $6,155,001 | 54,344 | SH | None |
| INVESCO EXCH TRADED FD TR II | PXH | RAFI EMRGNG MRKT | $6,009,924 | 215,564 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $5,686,377 | 17,372 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $5,661,849 | 41,412 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $5,513,276 | 67,145 | SH | None |
| HOME DEPOT INC | HD | COM | $5,226,547 | 14,820 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $5,205,209 | 14,130 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $5,175,037 | 23,584 | SH | None |
| ELI LILLY & CO | LLY | COM | $4,956,045 | 4,132 | SH | None |
| WISDOMTREE TR | DGRW | US QTLY DIV GRT | $4,605,155 | 48,161 | SH | None |
| VISA INC | V | COM CL A | $4,467,375 | 13,021 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $4,384,583 | 53,050 | SH | None |
| SPDR SERIES TRUST | FLRN | ST STR RATE ETF | $3,812,611 | 123,585 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $3,765,267 | 4,025 | SH | None |
| ISHARES TR | ACWI | MSCI ACWI ETF | $3,501,216 | 22,305 | SH | None |
| MERCK & CO INC | MRK | COM | $3,278,549 | 25,514 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $3,244,320 | 11,537 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $3,073,230 | 31,049 | SH | None |
| ABBVIE INC | ABBV | COM | $2,951,737 | 11,730 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $2,945,704 | 20,088 | SH | None |
| VANECK ETF TRUST | GDX | GOLD MINERS ETF | $2,913,049 | 38,609 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $2,826,303 | 3,838 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $2,785,765 | 28,880 | SH | None |
| WASTE MGMT INC DEL | WM | COM | $2,752,345 | 12,349 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $2,732,130 | 3,978 | SH | None |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $2,582,188 | 49,269 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $2,561,059 | 42,906 | SH | None |
| CHUBB LIMITED | CB | COM | $2,520,795 | 7,398 | SH | None |
| KLA CORP | KLAC | COM NEW | $2,486,090 | 8,240 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $2,380,457 | 4,748 | SH | None |
| GE AEROSPACE | GE | COM NEW | $2,236,400 | 5,984 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $2,208,750 | 31,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.