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CIK: 0001812198
Total reported value
$2.0B
$2.0B
489 檔
15.2%
At the close of Q2 2025, Aaron Wealth Advisors LLC disclosed equity holdings valued at approximately $2.0B, spread across 489 reported holdings.
In Q2 2025, Aaron Wealth Advisors LLC displayed an active expansion posture, initiating 4 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 489 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.66% | — | -5.11% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 6.82% | -0.19% | +4.64% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 6.37% | -0.51% | +1.53% | |
| 4 | AMGN | Amgen Inc | Stock-Healthcare | 5.30% | -0.29% | -0.15% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.34% | -0.15% | +7.82% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.26% | +0.55% | -5.67% | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.45% | -0.52% | +2.92% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.42% | +0.21% | +7.14% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.37% | +0.11% | +6.44% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.92% | -0.11% | -3.53% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.83% | — | +232.81% | |
| 12 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.80% | -0.16% | +1.35% | |
| 13 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.74% | -0.07% | +2.56% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.64% | +0.13% | -0.51% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.56% | +0.30% | -0.34% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.14% | +7.31% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.04% | +7.46% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.08% | +2.61% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 0.96% | -0.04% | -10.20% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.92% | +0.01% | — | |
| 21 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.88% | -0.06% | -0.20% | |
| 22 | VONE | Vanguard Russell 1000 | ETF-Other | 0.81% | +0.01% | +0.09% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.12% | +10.20% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.19% | +5.07% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.13% | +1.86% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.66% | -0.02% | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | +0.01% | +7.07% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.10% | +4.87% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.06% | +6.81% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.56% | +0.46% | +28.37% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | — | -3.87% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | — | +8.40% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.11% | -0.73% | |
| 34 | UBER | Uber Technologies Inc | Stock-Industrials | 0.44% | -0.01% | +2.16% | |
| 35 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.42% | -0.05% | -1.88% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.41% | +0.01% | +2.60% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.07% | +25.72% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | — | — | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.38% | -0.07% | +4.58% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.38% | -0.01% | +3.10% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.01% | +9.17% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.37% | -0.01% | — | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.36% | — | — | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.35% | +0.02% | +5.67% | |
| 45 | MCK | Mckesson CORP | Stock-Healthcare | 0.34% | -0.06% | +1.39% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.02% | +3.75% | |
| 47 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.32% | -0.03% | -7.79% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.15% | +0.37% | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.31% | -0.03% | -1.44% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | +0.07% | +5.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | +1.2% | +232.81% | Add |
| 2 | MSFT | Microsoft CORP | +0.7% | +7.82% | Add |
| 3 | NVDA | Nvidia CORP | +0.7% | +7.14% | Add |
| 4 | VONG | Vanguard Russell 1000 Growth | +0.6% | +4.64% | Add |
| 5 | AVGO | Broadcom Inc | +0.3% | +10.20% | Add |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +28.37% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +7.46% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | +7.31% | Add |
| 9 | ORCL | Oracle CORP | +0.1% | +3.10% | Add |
| 10 | NFLX | Netflix Inc | +0.1% | +4.58% | Add |
| 11 | INTU | Intuit Inc | +0.1% | +96.50% | Add |
| 12 | CWAN | Clearwater Analytics Holdings, Inc. | +0.1% | NEW | New buy |
| 13 | FCX | Freeport-mcmoran Inc | +0.1% | +2.56% | Add |
| 14 | COF | Capital One Financial CORP | +0.1% | +109.23% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +7.07% | Add |
| 16 | TSLA | Tesla Inc | +0.1% | +8.40% | Add |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +101.89% | Add |
| 18 | UBER | Uber Technologies Inc | +0.1% | +2.16% | Add |
| 19 | COST | Costco Wholesale CORP | +0.1% | +25.72% | Add |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +14.13% | Add |
| 21 | GEV | GE Vernova Inc | +0.1% | +36.94% | Add |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +6.81% | Add |
| 23 | ETN | Eaton Corporation plc | +0.1% | +7.62% | Add |
| 24 | GE | General Electric | +0.1% | +18.66% | Add |
| 25 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | NEW | New buy |
| 26 | CCL1EUR | Carnival CORP LTD | +0.1% | NEW | New buy |
| 27 | MSTR | Strategy Inc | +0.1% | NEW | New buy |
| 28 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | +5.07% | Add |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | +9.17% | Add |
| 31 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 32 | ASML | ASML Holding N.V. | 0% | +4.37% | Add |
| 33 | WMT | Walmart Inc | — | +1.86% | Add |
| 34 | VONE | Vanguard Russell 1000 | 0% | +0.09% | Add |
| 35 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.34% | Trim |
| 37 | VBK | Vanguard Small-cap Grwth ETF | 0% | -0.51% | Trim |
| 38 | DFSEUR | Discover Financial Services | -0.1% | EXIT | Sold out |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.1% | -30.63% | Trim |
| 40 | CVX | Chevron CORP | -0.1% | -21.34% | Trim |
| 41 | TGT | Target CORP | -0.1% | -74.63% | Trim |
| 42 | GUNR | Flexshares Global Upstream N | -0.1% | +2.92% | Add |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | -34.79% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +2.61% | Add |
| 45 | BMY | Bristol-myers Squibb Co | -0.2% | -1.88% | Trim |
| 46 | IEMG | Ishares Core Msci Emerging | -0.2% | -5.67% | Trim |
| 47 | SUB | Ishares Short-term National | -0.2% | -10.20% | Trim |
| 48 | VONV | Vanguard Russell 1000 Value | -0.5% | +1.53% | Add |
| 49 | IEFA | Ishares Core Msci Eafe ETF | -0.6% | -5.11% | Trim |
| 50 | AMGN | Amgen Inc | -1.4% | -0.15% | Trim |
According to official SEC Form 13F filings, Aaron Wealth Advisors LLC reported a total U.S. public equity portfolio value of $2.0B across 489 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, VONG, VONV) accounted for 15.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
CWAN
市值: $980.0K
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $495.5K
During Q2 2025, Aaron Wealth Advisors LLC's top holdings by market value included IEFA (8.7%)、VONG (6.8%)、VONV (6.4%). The largest single position, IEFA, represented 8.7% of total portfolio value.
In Q2 2025, Aaron Wealth Advisors LLC made 47 total portfolio adjustments, initiating 4 new buys, adding to 31 positions, trimming 11 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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