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CIK: 0001812198
Total reported value
$2.0B
$2.0B
628 檔
27.7%
As reported in its official Q3 2025 Form 13F filing, Aaron Wealth Advisors LLC's tracked investment portfolio stood at $2.0B with 628 total positions.
In Q3 2025, Aaron Wealth Advisors LLC displayed an active expansion posture, initiating 1 new positions and adding to 44 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 628 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 9.84% | -3.44% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.24% | +0.21% | +336.36% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.13% | — | +16.66% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.79% | -0.19% | +9.74% | |
| 5 | VONV | Vanguard Russell 1000 Value | ETF-Other | 4.29% | -0.51% | +10.79% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | -0.15% | +51.65% | |
| 7 | AMGN | Amgen Inc | Stock-Healthcare | 3.03% | -0.29% | -2.45% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.82% | +0.11% | +65.22% | |
| 9 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.32% | -0.52% | +49.27% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.06% | +0.55% | -0.63% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.69% | -0.11% | +41.53% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.50% | +0.13% | +47.55% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | +0.14% | +79.88% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.11% | — | +4.74% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.03% | -0.16% | -1.98% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.04% | +76.55% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | +0.30% | -2.93% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.19% | +65.49% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.12% | +68.11% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.08% | +40.60% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.06% | +57.58% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.76% | — | +88.91% | |
| 23 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.70% | -0.07% | -23.35% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | +0.01% | +55.24% | |
| 25 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.61% | -0.06% | +18.89% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.13% | +43.72% | |
| 27 | SUB | Ishares Short-term National | ETF-Other | 0.58% | -0.04% | +4.23% | |
| 28 | VONE | Vanguard Russell 1000 | ETF-Other | 0.50% | +0.01% | -0.60% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.10% | +39.57% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.11% | +78.27% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.41% | +0.46% | +1.39% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.02% | +72.05% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.38% | -0.07% | +89.80% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.35% | -0.02% | -12.77% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.33% | -0.01% | +15.81% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.15% | +72.19% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | +0.07% | +67.53% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.31% | -0.01% | +17.62% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | — | -3.75% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.30% | -0.07% | +119.05% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.29% | +0.01% | +76.90% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.29% | +0.01% | -51.02% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | +0.02% | +38.68% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.07% | +28.43% | |
| 45 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.26% | -0.05% | +7.64% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | — | — | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.05% | +59.88% | |
| 48 | GE | General Electric | Stock-Industrials | 0.24% | +0.02% | +94.38% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | +0.01% | +0.20% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.23% | +0.09% | +64.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +5.5% | +336.36% | Add |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | +0.5% | +4.74% | Add |
| 3 | MSFT | Microsoft CORP | +0.4% | +51.65% | Add |
| 4 | AVGO | Broadcom Inc | +0.4% | +68.11% | Add |
| 5 | TSLA | Tesla Inc | +0.3% | +88.91% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +65.49% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +76.55% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +57.58% | Add |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | +119.05% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | +79.88% | Add |
| 11 | AAPL | Apple Inc | +0.1% | +65.22% | Add |
| 12 | GE | General Electric | +0.1% | +94.38% | Add |
| 13 | ANET | Arista Networks Inc | +0.1% | +130.85% | Add |
| 14 | GD | General Dynamics CORP | +0.1% | +275.41% | Add |
| 15 | NFLX | Netflix Inc | +0.1% | +89.80% | Add |
| 16 | LRCX | Lam Research CORP | +0.1% | +90.93% | Add |
| 17 | MNST | Monster Beverage CORP | +0.1% | +295.10% | Add |
| 18 | PANW | Palo Alto Networks Inc | +0.1% | +246.02% | Add |
| 19 | ORCL | Oracle CORP | +0.1% | +15.81% | Add |
| 20 | C | Citigroup Inc | +0.1% | +108.55% | Add |
| 21 | CVS | Cvs Health CORP | +0.1% | +177.45% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +55.24% | Add |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +99.51% | Add |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.39% | Add |
| 25 | MS | Morgan Stanley | +0.1% | +94.78% | Add |
| 26 | RTX | Rtx CORP | 0% | +93.26% | Add |
| 27 | JNJ | Johnson & Johnson | 0% | +72.05% | Add |
| 28 | ABBV | Abbvie Inc | 0% | +76.90% | Add |
| 29 | HD | Home Depot Inc | — | +67.53% | Add |
| 30 | BAC | Bank Of America CORP | — | +48.89% | Add |
| 31 | CSCO | Cisco Systems Inc | 0% | +64.70% | Add |
| 32 | XOM | Exxon Mobil CORP | -0.1% | +72.19% | Add |
| 33 | UBER | Uber Technologies Inc | -0.1% | +17.62% | Add |
| 34 | WMT | Walmart Inc | -0.1% | +43.72% | Add |
| 35 | LLY | Eli Lilly & Co | -0.1% | +78.27% | Add |
| 36 | V | Visa Inc-class A Shares | -0.2% | +39.57% | Add |
| 37 | VBK | Vanguard Small-cap Grwth ETF | -0.2% | +47.55% | Add |
| 38 | GUNR | Flexshares Global Upstream N | -0.3% | +49.27% | Add |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +40.60% | Add |
| 40 | TOLZ | Proshares Glb Infrastructure | -0.4% | +18.89% | Add |
| 41 | VBR | Vanguard Small-cap Value ETF | -0.5% | +41.53% | Add |
| 42 | IWF | Ishares Russell 1000 Growth | -0.6% | -51.02% | Trim |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | -2.93% | Trim |
| 44 | FCX | Freeport-mcmoran Inc | -1% | -23.35% | Trim |
| 45 | VONG | Vanguard Russell 1000 Growth | -1.4% | +9.74% | Add |
| 46 | IEMG | Ishares Core Msci Emerging | -1.4% | -0.63% | Trim |
| 47 | VONV | Vanguard Russell 1000 Value | -2.5% | +10.79% | Add |
| 48 | IEFA | Ishares Core Msci Eafe ETF | -3.2% | +16.66% | Add |
| 49 | AMGN | Amgen Inc | -3.6% | -2.45% | Trim |
| 50 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
According to official SEC Form 13F filings, Aaron Wealth Advisors LLC reported a total U.S. public equity portfolio value of $2.0B across 628 disclosed positions in Q3 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 SGOV, NVDA, IEFA) accounted for 27.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
SGOV
市值: $166.1M
Top Position Liquidated / Trimmed
AMGN
前期市值: $58.0M
During Q3 2025, Aaron Wealth Advisors LLC's top holdings by market value included SGOV (9.8%)、NVDA (7.2%)、IEFA (6.1%). The largest single position, SGOV, represented 9.8% of total portfolio value.
In Q3 2025, Aaron Wealth Advisors LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 44 positions, trimming 5 holdings, and fully liquidating 0 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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