Top Institutional Investors

Aaron Wealth Advisors LLC — 13F Holdings & Portfolio

CIK 1812198 · latest 13F-HR filed 2026-10-13

Backtest portfolio

Aaron Wealth Advisors LLC manages $2.04B in 13F-reported U.S. long-equity assets across 687 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are IEFA (8.10%), NVDA (7.43%), VONV (4.93%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 87 new positions and exited 88; 253 existing positions rose in reported value and 215 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$2.04B

Long-equity book

Holdings
687

Distinct positions

Period
2026-09-30

Filed 2026-10-13

Q/Q Activity
+87 / −88 / ↑253 / ↓215

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
IEFA8.1% · +6%NVDA7.4% · +0%VONV4.9% · -5%VONG4.9% · -3%AMGN3.5% · -3%AAPL3.4% · +3%MBX3.4% · +1%IEMG3.1% · +6%GUNR3.0% · +2%MSFT2.3% · -2%VBR1.7% · +3%VBK1.6% · +2%AMZN1.5% · +8%LMBS1.5% · +1%TSM1.5% · +10%GOOGL1.3% · -1%BRK.A1.2% · +540%SPY1.2% · -0%GOOG1.1% · +16%AVGO0.8% · +4%MU0.8% · +5%META0.7% · -5%LLY0.7% · +4%BRK.B0.7% · +11%TOLZ0.6% · +6%JPM0.6% · +3%FCX0.5% · -5%JNJ0.5% · -4%AMD0.5% · -6%V0.5% · +4%TSLA0.5% · +0%ASML0.4% · +5%XOM0.4% · -7%CAT0.4% · -6%WMT0.4% · -15%AMAT0.4% · -6%EFA0.3% · -1%SUB0.3% · -42%LRCX0.3% · -3%CSCO0.3% · -11%BMY0.3% · -1%MA0.3% · +13%IWD0.3% · +28%VONE0.3% · -10%ABBV0.3% · -2%VOO0.3% · -0%PLTR0.3% · +16%KLAC0.2% · +50%IWF0.2% · -0%COST0.2% · -2%INTC0.2% · -15%BAC0.2% · +3%HSBC0.2% · +4%IVV0.2% · -6%MS0.2% · -2%VUG0.2% · -9%UNH0.2% · +4%GS0.2% · +5%GE0.2% · +18%CVX0.2% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 44%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 15, 2026.

Assets Under Management
$4.29B
Discretionary
$4.03B
Employees
16
Accounts
1,672
Address
515 N. STATE ST.
SUITE 1770
CHICAGO, IL 60654
Phone
(312) 506-5780
Website
Name Title / Status Ownership Type
AARON WEALTH MIDCO LLC ControlMEMBER
since Aug 2026
75% or moreDomestic Entity
ANDRAKAKOS, KONSTANTINE, WILLIAM ControlCHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER/PRESIDENT
since Jun 2020
Less than 5%Individual
FEDYNSKY, ALEXANDER, EUGENE ControlMANAGING DIRECTOR, INVESTMENT ADVISOR, WEALTH PLANNER
since Dec 2022
Less than 5%Individual
GEH HOLDINGS, LLC ControlMANAGER
since Aug 2026
Less than 5%Domestic Entity
HIRSCHBERG, GARY, EVAN ControlCHIEF EXECUTIVE OFFICER
since Jul 2018
Less than 5%Individual
BARRY, JENNIFER, GOFFCHIEF ADMINISTRATIVE OFFICER
since Jan 2024
Less than 5%Individual
AARON WEALTH TOPCO LLC Control
Indirect owner via AARON WEALTH MIDCO LLC
MEMBER
since Aug 2026
75% or moreDomestic Entity
GEH HOLDINGS, LLC Control
Indirect owner via AARON WEALTH TOPCO LLC
MEMBER
since Aug 2026
50–75%Domestic Entity
HIRSCHBERG, GARY, EVAN Control
Indirect owner via GEH HOLDINGS, LLC
MEMBER
since Aug 2026
75% or moreIndividual
CWC HARDWAYS INVESTOR LLC
Indirect owner via AARON WEALTH TOPCO LLC
MEMBER
since Aug 2026
25–50%Domestic Entity
CWC INVESTOR AGGREGATOR II LLC
Indirect owner via CWC HARDWAYS INVESTOR LLC
MEMBER
since Aug 2026
25–50%Domestic Entity
Ownership & leadership changes · 8 filings with changes since Aug 6, 2018

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Sep 15, 2026 filing
  • AddedAARON WEALTH MIDCO LLC · MEMBER · 75% or more · control person
  • AddedAARON WEALTH TOPCO LLC · MEMBER · 75% or more · indirect via AARON WEALTH MIDCO LLC · control person
  • AddedCWC HARDWAYS INVESTOR LLC · MEMBER · 25–50% · indirect via AARON WEALTH TOPCO LLC
  • AddedCWC INVESTOR AGGREGATOR II LLC · MEMBER · 25–50% · indirect via CWC HARDWAYS INVESTOR LLC
  • AddedGEH HOLDINGS, LLC · MANAGER · Less than 5% · control person
  • AddedGEH HOLDINGS, LLC · MEMBER · 50–75% · indirect via AARON WEALTH TOPCO LLC · control person
  • AddedHIRSCHBERG, GARY, EVAN · MEMBER · 75% or more · indirect via GEH HOLDINGS, LLC · control person
  • ChangedHIRSCHBERG, GARY, EVAN · title MANAGING MEMBER, CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER; ownership 75% or more → Less than 5%
Mar 12, 2024 filing
  • AddedBARRY, JENNIFER, GOFF · CHIEF ADMINISTRATIVE OFFICER · Less than 5%
Mar 15, 2023 filing
  • AddedFEDYNSKY, ALEXANDER, EUGENE · MANAGING DIRECTOR, INVESTMENT ADVISOR, WEALTH PLANNER · Less than 5% · control person
Mar 22, 2022 filing
  • ChangedANDRAKAKOS, KONSTANTINE, WILLIAM · title CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER → CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER/PRESIDENT
Mar 24, 2021 filing
  • ChangedANDRAKAKOS, KONSTANTINE, WILLIAM · title CHIEF COMPLIANCE OFFICER → CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER
Mar 21, 2019 filing
  • ChangedHIRSCHBERG, GARY, EVAN · title MANAGING MEMBER → MANAGING MEMBER, CHIEF EXECUTIVE OFFICER
Dec 14, 2018 filing
  • No longer listedVANFOSSEN, DAVID, A · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Sep 2018
  • AddedANDRAKAKOS, KONSTANTINE, WILLIAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Sep 21, 2018 filing
  • AddedVANFOSSEN, DAVID, A · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedHIRSCHBERG, GARY, EVAN · title MANAGING MEMBER/CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
Aug 6, 2018 filing (earliest on record)
  • ListedHIRSCHBERG, GARY, EVAN · MANAGING MEMBER/CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 253 →

Top Trims

Show all 215 →

New Positions

Show all 87 →

Exited Positions

Show all 88 →

Aaron Wealth Advisors LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IEFA 46432F842 $165.5M 8.10% 1,708,017 SH
2 NVIDIA CORPORATION NVDA 67066G104 $151.9M 7.43% 665,197 SH
3 VANGUARD SCOTTSDALE FDS VONV 92206C714 $100.8M 4.93% 927,117 SH
4 VANGUARD SCOTTSDALE FDS VONG 92206C680 $100.0M 4.90% 775,952 SH
5 AMGEN INC AMGN 031162100 $71.0M 3.47% 168,409 SH
6 APPLE INC AAPL 037833100 $70.1M 3.43% 210,604 SH
7 MBX BIOSCIENCES INC MBX 55287L101 $68.9M 3.37% 1,175,771 SH
8 ISHARES INC IEMG 46434G103 $63.3M 3.10% 779,526 SH
9 FLEXSHARES TR GUNR 33939L407 $60.3M 2.95% 1,143,129 SH
10 MICROSOFT CORP MSFT 594918104 $47.8M 2.34% 93,215 SH
11 VANGUARD INDEX FDS VBR 922908611 $33.7M 1.65% 146,065 SH
12 VANGUARD INDEX FDS VBK 922908595 $33.5M 1.64% 99,248 SH
13 AMAZON COM INC AMZN 023135106 $30.7M 1.50% 123,406 SH
14 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $30.4M 1.49% 626,833 SH
15 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $30.2M 1.48% 66,110 SH
16 ALPHABET INC GOOGL 02079K305 $27.2M 1.33% 79,023 SH
17 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $23.9M 1.17% 32 SH
18 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $23.7M 1.16% 31,131 SH
19 ALPHABET INC GOOG 02079K107 $21.9M 1.07% 64,234 SH
20 BROADCOM INC AVGO 11135F101 $17.0M 0.83% 48,298 SH
21 MICRON TECHNOLOGY INC MU 595112103 $15.6M 0.76% 14,676 SH
22 META PLATFORMS INC META 30303M102 $14.7M 0.72% 20,303 SH
23 ELI LILLY & CO LLY 532457108 $13.9M 0.68% 12,033 SH
24 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $13.8M 0.67% 27,692 SH
25 PROSHARES TR TOLZ 74347B508 $12.3M 0.60% 225,649 SH
26 JPMORGAN CHASE & CO JPM 46625H100 $12.2M 0.60% 36,821 SH
27 FREEPORT MCMORAN INC FCX 35671D857 $11.2M 0.55% 159,735 SH
28 JOHNSON & JOHNSON JNJ 478160104 $10.6M 0.52% 40,113 SH
29 ADVANCED MICRO DEVICES INC AMD 007903107 $10.1M 0.49% 16,465 SH
30 VISA INC V 92826C839 $10.1M 0.49% 27,981 SH
31 TESLA INC TSLA 88160R101 $9.9M 0.49% 27,942 SH
32 ASML HLDG NV ASML N07059210 $9.1M 0.44% 5,018 SH
33 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $9.0M 0.44% 55,263 SH
34 CATERPILLAR INC CAT 149123101 $8.9M 0.44% 11,034 SH
35 WALMART INC WMT 931142103 $8.3M 0.40% 79,524 SH
36 APPLIED MATLS INC AMAT 038222105 $7.4M 0.36% 14,496 SH
37 ISHARES TR EFA 464287465 $6.5M 0.32% 62,321 SH
38 ISHARES TR SUB 464288158 $6.4M 0.31% 61,212 SH
39 LAM RESEARCH CORP LRCX 512807306 $6.4M 0.31% 19,449 SH
40 CISCO SYS INC CSCO 17275R102 $6.2M 0.30% 57,843 SH
41 BRISTOL-MYERS SQUIBB CO BMY 110122108 $6.2M 0.30% 99,289 SH
42 MASTERCARD INCORPORATED MA 57636Q104 $5.9M 0.29% 10,732 SH
43 ISHARES TR IWD 464287598 $5.6M 0.28% 22,773 SH
44 VANGUARD SCOTTSDALE FDS VONE 92206C730 $5.5M 0.27% 16,027 SH
45 ABBVIE INC ABBV 00287Y109 $5.4M 0.26% 20,639 SH
46 VANGUARD INDEX FDS VOO 922908363 $5.3M 0.26% 7,611 SH
47 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $5.3M 0.26% 28,297 SH
48 KLA CORP KLAC 482480100 $5.1M 0.25% 26,046 SH
49 ISHARES TR IWF 464287614 $4.9M 0.24% 39,513 SH
50 COSTCO WHOLESALE CORPORATION COST 22160K105 $4.7M 0.23% 5,215 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-13 $2.04B 687 0001172661-26-004505
2026-06-30 2026-07-16 $1.97B 688 0001172661-26-002640
2026-03-31 2026-04-21 $1.76B 691 0001172661-26-001518
2025-12-31 2026-01-21 $1.83B 675 0001172661-26-000232
Filer Information
Address
515 N. STATE ST.
SUITE 1770
CHICAGO, IL 60654
Phone
(312) 506-5780
Filing Manager
Aaron Wealth Advisors LLC
Chicago, IL
Signatory
Bill Andrakakos
Investment Adviser Representative