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CIK: 0001812198
Total reported value
$2.0B
$2.0B
674 檔
27.0%
According to the latest 13F quarterly dataset, Aaron Wealth Advisors LLC managed an equity portfolio of $2.0B at the end of Q4 2025, spanning 674 distinct U.S. exchange-listed positions.
In Q4 2025, Aaron Wealth Advisors LLC displayed an active expansion posture, initiating 1 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 674 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.15% | +0.21% | +7.09% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 6.35% | -3.44% | -29.79% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.34% | — | +9.58% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.80% | -0.19% | +7.44% | |
| 5 | VONV | Vanguard Russell 1000 Value | ETF-Other | 4.42% | -0.51% | +8.17% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.48% | +0.11% | +25.20% | |
| 7 | AMGN | Amgen Inc | Stock-Healthcare | 2.97% | -0.29% | -8.55% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.83% | -0.15% | +7.49% | |
| 9 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.36% | -0.52% | +5.34% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.98% | +0.55% | +2.07% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | +0.14% | +25.01% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.60% | -0.11% | +1.15% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | +0.19% | +30.71% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.44% | +0.13% | +2.56% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.25% | -0.16% | +30.91% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.10% | +0.06% | +19.84% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.04% | +20.19% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.01% | +0.12% | +23.59% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | +0.30% | -0.38% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.08% | +14.31% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.85% | — | +20.03% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.11% | +21.92% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | +0.01% | +19.84% | |
| 24 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.66% | -0.07% | -20.73% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.13% | +9.62% | |
| 26 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.58% | -0.06% | +2.93% | |
| 27 | SUB | Ishares Short-term National | ETF-Other | 0.57% | -0.04% | +5.40% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.56% | +0.46% | +36.77% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.10% | +15.00% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.02% | +15.27% | |
| 31 | VONE | Vanguard Russell 1000 | ETF-Other | 0.43% | +0.01% | -8.64% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.15% | +21.64% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | +0.15% | +61.26% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | +0.02% | +40.90% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.33% | -0.02% | -0.05% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.33% | -0.07% | +22.87% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | +0.01% | +18.65% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.31% | +0.09% | +30.42% | |
| 39 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.29% | -0.05% | +2.46% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | — | -2.48% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.27% | +0.01% | +21.24% | |
| 42 | GE | General Electric | Stock-Industrials | 0.27% | +0.02% | +17.83% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.26% | +0.01% | -3.62% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | -0.07% | +7.03% | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.25% | +0.18% | +8.43% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.24% | -0.01% | +16.62% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.24% | -0.01% | -1.74% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | — | -0.03% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | -0.05% | +9.63% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.23% | -0.03% | +14.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | +25.20% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +30.71% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +19.84% | Add |
| 4 | AMZN | Amazon.com Inc | +0.3% | +25.01% | Add |
| 5 | LLY | Eli Lilly & Co | +0.3% | +21.92% | Add |
| 6 | LMBS | First Trust Low Duration Opp | +0.2% | +30.91% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +9.58% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +23.59% | Add |
| 9 | CAT | Caterpillar Inc | +0.2% | +61.26% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +36.77% | Add |
| 11 | VONV | Vanguard Russell 1000 Value | +0.1% | +8.17% | Add |
| 12 | MU | Micron Technology Inc | +0.1% | +30.98% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | +20.03% | Add |
| 14 | MA | Mastercard Inc - A | +0.1% | +40.90% | Add |
| 15 | AMD | Advanced Micro Devices | +0.1% | +58.03% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +19.84% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | +15.27% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +30.42% | Add |
| 19 | DHR | Danaher CORP | +0.1% | +331.70% | Add |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +21.64% | Add |
| 21 | QCOM | Qualcomm Inc | +0.1% | +56.93% | Add |
| 22 | AMAT | Applied Materials Inc | +0.1% | +28.65% | Add |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +61.97% | Add |
| 24 | MBX | Mbx Biosciences Inc | +0.1% | +40.00% | Add |
| 25 | WMT | Walmart Inc | +0.1% | +9.62% | Add |
| 26 | DE | Deere & Co | +0.1% | +115.19% | Add |
| 27 | CRM | Salesforce Inc | +0.1% | +48.84% | Add |
| 28 | LRCX | Lam Research CORP | +0.1% | +8.43% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +14.31% | Add |
| 30 | ASML | ASML Holding N.V. | +0.1% | +37.08% | Add |
| 31 | ISRG | Intuitive Surgical Inc | +0.1% | +22.42% | Add |
| 32 | GUNR | Flexshares Global Upstream N | 0% | +5.34% | Add |
| 33 | V | Visa Inc-class A Shares | 0% | +15.00% | Add |
| 34 | VONG | Vanguard Russell 1000 Growth | 0% | +7.44% | Add |
| 35 | META | Meta Platforms Inc-class A | 0% | +20.19% | Add |
| 36 | AMGN | Amgen Inc | -0.1% | -8.55% | Trim |
| 37 | FFIV | F5 Inc | -0.1% | -71.20% | Trim |
| 38 | OC | Owens Corning | -0.1% | -73.83% | Trim |
| 39 | IEMG | Ishares Core Msci Emerging | -0.1% | +2.07% | Add |
| 40 | MAS | Masco CORP | -0.1% | -65.03% | Trim |
| 41 | SWKS | Skyworks Solutions Inc | -0.1% | -68.97% | Trim |
| 42 | NOW | Servicenow Inc | -0.1% | +193.42% | Add |
| 43 | NVDA | Nvidia CORP | -0.1% | +7.09% | Add |
| 44 | HD | Home Depot Inc | -0.1% | -25.58% | Trim |
| 45 | NFLX | Netflix Inc | -0.2% | +637.72% | Add |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | -1.1% | -97.69% | Trim |
| 47 | SGOV | Ishares 0-3 Month Treasury B | -3.5% | -29.79% | Trim |
| 48 | TTC | Toro Co | — | EXIT | Sold out |
| 49 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 50 | UL | Unilever PLC | — | EXIT | Sold out |
According to official SEC Form 13F filings, Aaron Wealth Advisors LLC reported a total U.S. public equity portfolio value of $2.0B across 674 disclosed positions in Q4 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 NVDA, SGOV, IEFA) accounted for 27.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $1.3M
Top Position Liquidated / Trimmed
TTC
前期市值: $1.5M
During Q4 2025, Aaron Wealth Advisors LLC's top holdings by market value included NVDA (7.2%)、SGOV (6.3%)、IEFA (6.3%). The largest single position, NVDA, represented 7.2% of total portfolio value.
In Q4 2025, Aaron Wealth Advisors LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 39 positions, trimming 8 holdings, and fully liquidating 2 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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