Aaron Wealth Advisors LLC — 13F Holdings & Portfolio
CIK 1812198 · latest 13F-HR filed 2026-04-21
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.
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AUM
$1.76B
Long-equity book
Holdings
691
Distinct positions
Period
2026-03-31
Filed 2026-04-21
Q/Q Activity
+97 / −81 / ↑216 / ↓286
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MBX BIOSCIENCES INC$32.7M +1479.4%
- ISHARES TR$23.0M +19.8%
- VANGUARD SCOTTSDALE FDS$21.0M +25.9%
- FLEXSHARES TR$15.7M +36.3%
- ISHARES INC$8.6M +23.6%
Top Trims
- ISHARES TR-$51.1M -43.9%
- MICROSOFT CORP-$17.3M -33.3%
- NVIDIA CORPORATION-$13.7M -13.9%
- APPLE INC-$12.6M -19.8%
- AMAZON COM INC-$8.1M -27.2%
New Positions
- ASTRAZENECA PLC$1.3M
- CF INDUSTRIES HOLD$836.7K
- SEMPRA$602.6K
- SYNOPSYS INC$595.9K
- QUANTA SVCS INC$573.7K
Exited Positions
- ASTRAZENECA PLC$2.6M
- ARMSTRONG WORLD INDS INC NEW$1.4M
- ACUITY INC$1.1M
- QORVO INC$907.3K
- TRANSUNION$777.8K
All Holdings
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 | $139.1M | 7.90% | 1,536,718 | SH |
| 2 | VANGUARD SCOTTSDALE FDS | VONV | 92206C714 | $101.9M | 5.78% | 1,086,914 | SH |
| 3 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $94.7M | 5.37% | 863,072 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $84.4M | 4.79% | 484,145 | SH |
| 5 | ISHARES TR | SGOV | 46436E718 | $65.2M | 3.70% | 647,381 | SH |
| 6 | AMGEN INC | AMGN | 031162100 | $61.5M | 3.49% | 174,735 | SH |
| 7 | FLEXSHARES TR | GUNR | 33939L407 | $58.9M | 3.34% | 1,067,130 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $51.0M | 2.90% | 201,114 | SH |
| 9 | ISHARES INC | IEMG | 46434G103 | $44.8M | 2.54% | 642,173 | SH |
| 10 | MBX BIOSCIENCES INC | MBX | 55287L101 | $34.9M | 1.98% | 1,168,176 | SH |
| 11 | MICROSOFT CORP | MSFT | 594918104 | $34.5M | 1.96% | 93,286 | SH |
| 12 | VANGUARD INDEX FDS | VBR | 922908611 | $32.8M | 1.86% | 150,977 | SH |
| 13 | NVIDIA CORPORATION Put | NVDA | 67066G104 | $30.5M | 1.73% | 175,000 | SH |
| 14 | FIRST TR EXCHANGE-TRADED FD | LMBS | 33739Q200 | $30.4M | 1.73% | 610,228 | SH |
| 15 | VANGUARD INDEX FDS | VBK | 922908595 | $29.4M | 1.67% | 97,146 | SH |
| 16 | ALPHABET INC | GOOGL | 02079K305 | $22.3M | 1.26% | 77,406 | SH |
| 17 | AMAZON COM INC | AMZN | 023135106 | $21.8M | 1.24% | 104,868 | SH |
| 18 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $17.4M | 0.99% | 51,599 | SH |
| 19 | ALPHABET INC | GOOG | 02079K107 | $16.3M | 0.93% | 56,880 | SH |
| 20 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $15.5M | 0.88% | 23,865 | SH |
| 21 | BROADCOM INC | AVGO | 11135F101 | $13.6M | 0.77% | 44,094 | SH |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $12.7M | 0.72% | 26,430 | SH |
| 23 | PROSHARES TR | TOLZ | 74347B508 | $12.4M | 0.70% | 206,343 | SH |
| 24 | WALMART INC | WMT | 931142103 | $11.8M | 0.67% | 94,896 | SH |
| 25 | META PLATFORMS INC | META | 30303M102 | $11.5M | 0.65% | 20,019 | SH |
| 26 | ISHARES TR | SUB | 464288158 | $10.8M | 0.61% | 101,053 | SH |
| 27 | FREEPORT MCMORAN INC | FCX | 35671D857 | $10.7M | 0.61% | 182,234 | SH |
| 28 | TESLA INC | TSLA | 88160R101 | $10.6M | 0.60% | 28,454 | SH |
| 29 | ELI LILLY & CO | LLY | 532457108 | $10.4M | 0.59% | 11,253 | SH |
| 30 | JPMORGAN CHASE & CO | JPM | 46625H100 | $10.3M | 0.58% | 34,941 | SH |
| 31 | JOHNSON & JOHNSON | JNJ | 478160104 | $10.0M | 0.57% | 40,714 | SH |
| 32 | EXXON MOBIL CORP | XOM | 30231G102 | $9.9M | 0.56% | 58,623 | SH |
| 33 | CATERPILLAR INC | CAT | 149123101 | $8.6M | 0.49% | 12,073 | SH |
| 34 | VISA INC | V | 92826C839 | $6.5M | 0.37% | 21,417 | SH |
| 35 | ISHARES TR | EFA | 464287465 | $6.1M | 0.35% | 63,106 | SH |
| 36 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $6.0M | 0.34% | 98,697 | SH |
| 37 | ASML HLDG NV | ASML | N07059210 | $5.9M | 0.33% | 4,433 | SH |
| 38 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $5.6M | 0.32% | 5,583 | SH |
| 39 | VANGUARD SCOTTSDALE FDS | VONE | 92206C730 | $5.3M | 0.30% | 18,086 | SH |
| 40 | APPLIED MATLS INC | AMAT | 038222105 | $5.3M | 0.30% | 15,370 | SH |
| 41 | CISCO SYS INC | CSCO | 17275R102 | $5.2M | 0.30% | 67,160 | SH |
| 42 | MICRON TECHNOLOGY INC | MU | 595112103 | $4.8M | 0.27% | 14,086 | SH |
| 43 | VANGUARD INDEX FDS | VOO | 922908363 | $4.7M | 0.27% | 7,919 | SH |
| 44 | ABBVIE INC | ABBV | 00287Y109 | $4.6M | 0.26% | 20,998 | SH |
| 45 | LAM RESEARCH CORP | LRCX | 512807306 | $4.5M | 0.26% | 21,153 | SH |
| 46 | PROCTER & GAMBLE CO | PG | 742718109 | $4.2M | 0.24% | 29,386 | SH |
| 47 | ISHARES TR | IWF | 464287614 | $4.2M | 0.24% | 9,951 | SH |
| 48 | RTX CORPORATION | RTX | 75513E101 | $4.2M | 0.24% | 21,633 | SH |
| 49 | BANK AMERICA CORP | BAC | 060505104 | $4.0M | 0.23% | 81,702 | SH |
| 50 | MCKESSON CORP | MCK | 58155Q103 | $4.0M | 0.23% | 4,599 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $1.76B | 691 | 0001172661-26-001518 |
| 2025-12-31 | 2026-01-21 | $1.83B | 675 | 0001172661-26-000232 |