Titelia

Holdings of Aries Wealth Management

215 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 34.7 % of the equity sleeve

Sector breakdown

  • Technology 11.0 %
  • Industrials 7.7 %
  • Health care 6.1 %
  • Funds 6.1 %
  • Consumer discretionary 4.8 %
  • Consumer staples 4.5 %
  • Financials 4.4 %
  • Communication 4.4 %
  • Energy 2.1 %
  • Utilities 0.4 %
  • Materials 0.3 %
  • Real estate 0.1 %
  • Unattributed 48.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • GB 0.2 %
  • KY 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US213442M $99.82 %
2GB1740.5K $0.17 %
3KY160.3K $0.01 %

Positions

RankCompanySharesValueWeight
1Apple Inc 86,34821.9M $
2iShares MSCI EAFE ETF 196,66319.1M $
3Vanguard Growth ETF 42,17718.4M $
4Vanguard Small-Cap ETF 65,52417.2M $
5State Street SPDR S&P 500 ETF Trust 25,90916.8M $
6Vanguard Mid-Cap ETF 47,85413.7M $
7Microsoft Corp 35,82713.3M $
8Caterpillar Inc 17,59012.5M $
9iShares MSCI Emerging Markets ETF 197,63511.2M $
10Alphabet Inc 32,7449.4M $
11iShares Trust 90,7009.1M $
12Amazon.com Inc 43,6079.1M $
13Vanguard Value ETF 44,1518.7M $
14State Street SPDR S&P Dividend ETF 49,7157.3M $
15Exxon Mobil Corp 41,5127M $
16Walmart Inc 54,3596.8M $
17Vanguard Total Stock Market ETF 20,0966.4M $
18Meta Platforms Inc 10,9706.3M $
19Johnson & Johnson 25,4866.2M $
20SPDR Gold Shares 14,0576M $
21Invesco RAFI Emerging Markets 215,5645.8M $
22iShares Russell 3000 ETF 15,2945.7M $
23iShares Trust 63,1635.2M $
24JPMorgan Chase & Co 17,3975.1M $
25Home Depot Inc/The 14,9484.9M $
26iShares Trust 23,6804.5M $
27WisdomTree Trust 48,6274.3M $
28Costco Wholesale Corp 4,0254M $
29Visa Inc 13,1514M $
30Vanguard Intermediate-Term Corporate Bond ETF 47,2073.9M $
31SPDR Series Trust 126,1853.9M $
32Eli Lilly & Co 4,0803.8M $
33VanEck Gold Miners ETF/USA 37,4093.4M $
34Merck & Co Inc 25,5323.1M $
35iShares Trust 22,0773.1M $
36Procter & Gamble Co/The 20,3902.9M $
37Waste Management Inc 12,3492.8M $
38International Business Machines Corp. 11,4372.8M $
39iShares MSCI USA Min Vol Factor ETF 29,2992.7M $
40iShares Core U.S. Aggregate Bond ETF 27,0572.7M $
41iShares Trust 50,7122.7M $
42AbbVie Inc 12,2302.7M $
43Vanguard International Equity Index Funds 44,5562.4M $
44Thermo Fisher Scientific Inc 4,8962.4M $
45TJX Cos Inc/The 14,4502.3M $
46PepsiCo Inc 14,4942.3M $
47Vanguard S&P 500 ETF 3,7072.2M $
48RTX Corp 10,6072M $
49Invesco QQQ Trust Series 1 3,5262M $
50Chevron Corp 9,6092M $
51Vanguard FTSE Developed Markets ETF 31,0002M $
52Grayscale Bitcoin Mini Trust E 63,7021.9M $
53Abbott Laboratories 18,3061.9M $
54Grayscale Ethereum Staking Min 94,3021.9M $
55General Electric Co 6,5061.8M $
56McDonald's Corp. 5,8041.8M $
57VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 22,6871.8M $
58IDEXX Laboratories Inc 3,1891.8M $
59Vanguard Malvern Funds 35,8021.8M $
60Select Sector Spdr Trust 28,7481.8M $
61JPMorgan Ultra-Short Income ETF 34,6151.8M $
62GE Vernova Inc 1,8491.6M $
63JPMorgan Ultra-Short Municipal Income ETF 31,4701.6M $
64Invesco RAFI Developed Markets ex-U.S. ETF 22,9321.6M $
65Illinois Tool Works Inc 6,0981.6M $
66Berkshire Hathaway Inc 3,2201.5M $
67Automatic Data Processing Inc 7,5871.5M $
68Blackrock Inc 1,5831.5M $
69Vanguard FTSE All-World ex-US ETF 19,5471.5M $
70VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 6,7351.4M $
71NVIDIA Corp 8,2861.4M $
72iShares Core MSCI EAFE ETF 15,6391.4M $
73Alphabet Inc 4,8771.4M $
74Vanguard Short-term Bond Etf 17,0261.3M $
75NextEra Energy Inc 14,1141.3M $
76Broadcom Inc 4,1021.3M $
77Texas Instruments Inc 6,4881.3M $
78Union Pacific Corp 5,0801.2M $
79KLA Corp 8241.2M $
80Cisco Systems, Inc. 15,5591.2M $
81Invesco S&P 500 Equal Weight ETF 6,1581.2M $
82Colgate-Palmolive Co 13,6751.2M $
83Simplify Exchange Traded Funds 38,5061.2M $
84Fidelity Wise Origin Bitcoin Fund 19,1481.1M $
85Independent Bank Corp 14,8721.1M $
86Uber Technologies Inc 14,9311.1M $
87iShares National Muni Bond ETF 10,0801.1M $
88Lowe's Cos Inc 4,4841.1M $
89Rocket Lab Corp 16,4761.1M $
90iShares Trust 15,4361.1M $
91McKesson Corp 1,2081M $
92Vanguard FTSE Europe ETF 12,5001M $
93SELECT SECTOR SPDR TRUST (THE) 7,5901M $
94Mastercard Inc 1,939968.8K $
95Kodiak Sciences Inc 25,000953K $
96Coca-Cola Co/The 12,169925.5K $
97Vanguard Extended Market ETF 4,369899.1K $
98Netflix Inc 9,290893.2K $
99Pfizer Inc 29,837837.8K $
100ServiceNow Inc 7,936829.7K $