Aaron Wealth Advisors LLC — 13F Holdings & Portfolio
CIK 1812198 · latest 13F-HR filed 2026-07-16
Aaron Wealth Advisors LLC manages $1.97B in 13F-reported U.S. long-equity assets across 688 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IEFA (7.90%), NVDA (6.74%), VONV (5.27%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 89 new positions, exited 91, added to 361, and trimmed 159.
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.
SUITE 1770
CHICAGO, IL 60654
$1.97B
Long-equity book
688
Distinct positions
2026-06-30
Filed 2026-07-16
+89 / −91 / ↑361 / ↓159
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NVIDIA CORPORATION$48.2M +57.1%
- MBX BIOSCIENCES INC$29.6M +84.9%
- ISHARES TR$16.5M +11.8%
- ISHARES INC$16.0M +35.6%
- MICRON TECHNOLOGY INC$11.4M +239.1%
Top Trims
- ISHARES TR-$60.0M -92.1%
- FLEXSHARES TR-$3.4M -5.8%
- EXXON MOBIL CORP-$1.8M -18.4%
- WALMART INC-$1.2M -10.2%
- MCDONALDS CORP-$1.2M -35.6%
New Positions
- SPDR SERIES TRUST$1.0M
- CARNIVAL CORP LTD$745.2K
- HONEYWELL INTL INC$716.7K
- HONEYWELL AEROSPACE INC$707.7K
- KRAFT HEINZ CO$619.5K
Exited Positions
- HONEYWELL INTL INC$1.3M
- CLEARWATER ANALYTICS HLDGS I$1.3M
- CARNIVAL CORP$765.3K
- COGNIZANT TECHNOLOGY SOLUTIO$678.3K
- INGREDION INC$566.5K
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 | $155.6M | 7.90% | 1,610,916 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $132.6M | 6.74% | 662,775 | SH |
| 3 | VANGUARD SCOTTSDALE FDS | VONV | 92206C714 | $103.8M | 5.27% | 976,287 | SH |
| 4 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $102.0M | 5.18% | 797,921 | SH |
| 5 | MBX BIOSCIENCES INC | MBX | 55287L101 | $64.5M | 3.27% | 1,167,799 | SH |
| 6 | AMGEN INC | AMGN | 031162100 | $63.0M | 3.20% | 173,851 | SH |
| 7 | ISHARES INC | IEMG | 46434G103 | $60.8M | 3.09% | 733,400 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $59.2M | 3.01% | 204,480 | SH |
| 9 | FLEXSHARES TR | GUNR | 33939L407 | $55.5M | 2.82% | 1,125,256 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $35.6M | 1.81% | 95,430 | SH |
| 11 | VANGUARD INDEX FDS | VBK | 922908595 | $35.5M | 1.80% | 96,959 | SH |
| 12 | VANGUARD INDEX FDS | VBR | 922908611 | $34.5M | 1.75% | 142,094 | SH |
| 13 | FIRST TR EXCHANGE-TRADED FD | LMBS | 33739Q200 | $30.9M | 1.57% | 619,993 | SH |
| 14 | ALPHABET INC | GOOGL | 02079K305 | $28.6M | 1.45% | 80,055 | SH |
| 15 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $28.6M | 1.45% | 59,883 | SH |
| 16 | AMAZON COM INC | AMZN | 023135106 | $27.2M | 1.38% | 114,132 | SH |
| 17 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $23.3M | 1.18% | 31,147 | SH |
| 18 | ALPHABET INC | GOOG | 02079K107 | $19.6M | 0.99% | 55,428 | SH |
| 19 | BROADCOM INC | AVGO | 11135F101 | $17.6M | 0.89% | 46,469 | SH |
| 20 | MICRON TECHNOLOGY INC | MU | 595112103 | $16.1M | 0.82% | 13,980 | SH |
| 21 | ELI LILLY & CO | LLY | 532457108 | $13.8M | 0.70% | 11,530 | SH |
| 22 | PROSHARES TR | TOLZ | 74347B508 | $12.6M | 0.64% | 213,382 | SH |
| 23 | CATERPILLAR INC | CAT | 149123101 | $12.6M | 0.64% | 11,790 | SH |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $12.5M | 0.64% | 24,984 | SH |
| 25 | META PLATFORMS INC | META | 30303M102 | $12.1M | 0.61% | 21,425 | SH |
| 26 | TESLA INC | TSLA | 88160R101 | $11.7M | 0.60% | 27,912 | SH |
| 27 | JPMORGAN CHASE & CO | JPM | 46625H100 | $11.7M | 0.59% | 35,779 | SH |
| 28 | ISHARES TR | SUB | 464288158 | $11.2M | 0.57% | 105,380 | SH |
| 29 | APPLIED MATLS INC | AMAT | 038222105 | $11.1M | 0.57% | 15,406 | SH |
| 30 | JOHNSON & JOHNSON | JNJ | 478160104 | $10.6M | 0.54% | 41,786 | SH |
| 31 | WALMART INC | WMT | 931142103 | $10.6M | 0.54% | 93,516 | SH |
| 32 | FREEPORT MCMORAN INC | FCX | 35671D857 | $10.6M | 0.54% | 168,393 | SH |
| 33 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $10.2M | 0.52% | 17,573 | SH |
| 34 | ASML HLDG NV | ASML | N07059210 | $9.5M | 0.48% | 4,798 | SH |
| 35 | VISA INC | V | 92826C839 | $9.2M | 0.47% | 26,947 | SH |
| 36 | LAM RESEARCH CORP | LRCX | 512807306 | $8.7M | 0.44% | 20,037 | SH |
| 37 | EXXON MOBIL CORP | XOM | 30231G102 | $8.1M | 0.41% | 59,358 | SH |
| 38 | CISCO SYS INC | CSCO | 17275R102 | $7.6M | 0.39% | 64,869 | SH |
| 39 | ISHARES TR | EFA | 464287465 | $6.6M | 0.33% | 63,106 | SH |
| 40 | INTEL CORP | INTC | 458140100 | $6.3M | 0.32% | 45,307 | SH |
| 41 | VANGUARD SCOTTSDALE FDS | VONE | 92206C730 | $6.0M | 0.31% | 17,861 | SH |
| 42 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $5.8M | 0.29% | 99,879 | SH |
| 43 | ABBVIE INC | ABBV | 00287Y109 | $5.3M | 0.27% | 20,993 | SH |
| 44 | VANGUARD INDEX FDS | VOO | 922908363 | $5.2M | 0.27% | 7,639 | SH |
| 45 | KLA CORP | KLAC | 482480100 | $5.2M | 0.27% | 17,305 | SH |
| 46 | ISHARES TR | SGOV | 46436E718 | $5.1M | 0.26% | 51,038 | SH |
| 47 | HOME DEPOT INC | HD | 437076102 | $5.1M | 0.26% | 14,324 | SH |
| 48 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $5.0M | 0.25% | 5,329 | SH |
| 49 | ISHARES TR | IWF | 464287614 | $4.9M | 0.25% | 39,718 | SH |
| 50 | MASTERCARD INCORPORATED | MA | 57636Q104 | $4.9M | 0.25% | 9,530 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |