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CIK: 0001812198
Total reported value
$2.0B
$2.0B
690 檔
26.2%
As reported in its official Q1 2026 Form 13F filing, Aaron Wealth Advisors LLC's tracked investment portfolio stood at $2.0B with 690 total positions.
In Q1 2026, Aaron Wealth Advisors LLC adopted a defensive or profit-taking posture, trimming 111 positions and completely liquidating 26 holdings to manage risk exposure.
Showing top 200 holdings (of 690 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.90% | — | +18.43% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.53% | +0.21% | -5.98% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 5.78% | -0.51% | +24.00% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 5.37% | -0.19% | +19.65% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.70% | -3.44% | -44.10% | |
| 6 | AMGN | Amgen Inc | Stock-Healthcare | 3.49% | -0.29% | +5.36% | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-Other | 3.34% | -0.52% | +13.28% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.90% | +0.11% | -14.08% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.54% | +0.55% | +19.13% | |
| 10 | MBX | Mbx Biosciences Inc | Stock-Other | 1.98% | +1.29% | +1568.82% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | -0.15% | -12.88% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.86% | -0.11% | +9.21% | |
| 13 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.73% | -0.16% | +33.14% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.67% | +0.13% | +11.06% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | +0.19% | -8.55% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | +0.14% | -19.28% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.99% | +0.46% | +53.93% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.06% | -11.28% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | +0.30% | -0.22% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | +0.12% | -17.14% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.08% | -16.32% | |
| 22 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.70% | -0.06% | +5.90% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.13% | -10.73% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.04% | -28.78% | |
| 25 | SUB | Ishares Short-term National | ETF-Other | 0.61% | -0.04% | +3.86% | |
| 26 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.61% | -0.07% | -23.46% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | — | -17.59% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.11% | -7.73% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | +0.01% | -13.12% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.02% | -1.43% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.15% | -0.63% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.49% | +0.15% | -2.00% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | +0.10% | -22.42% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.35% | -0.02% | -0.30% | |
| 35 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.34% | -0.05% | +0.29% | |
| 36 | ASML | ASML Holding N.V. | Stock-Tech | 0.33% | +0.15% | +26.77% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.07% | +2.46% | |
| 38 | VONE | Vanguard Russell 1000 | ETF-Other | 0.30% | +0.01% | -29.12% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.30% | +0.27% | -1.23% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | +0.09% | -9.07% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.27% | +0.55% | +0.95% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | -3.94% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | +0.01% | -17.14% | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.26% | +0.18% | -19.99% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.05% | +0.15% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | +0.01% | -0.51% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.24% | -0.03% | -5.15% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.23% | +0.01% | -10.15% | |
| 49 | MCK | Mckesson CORP | Stock-Healthcare | 0.23% | -0.06% | +14.23% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | +0.02% | -33.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MBX | Mbx Biosciences Inc | +1.9% | +1568.82% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +1.6% | +18.43% | Add |
| 3 | VONV | Vanguard Russell 1000 Value | +1.4% | +24.00% | Add |
| 4 | GUNR | Flexshares Global Upstream N | +1% | +13.28% | Add |
| 5 | VONG | Vanguard Russell 1000 Growth | +0.6% | +19.65% | Add |
| 6 | IEMG | Ishares Core Msci Emerging | +0.6% | +19.13% | Add |
| 7 | AMGN | Amgen Inc | +0.5% | +5.36% | Add |
| 8 | LMBS | First Trust Low Duration Opp | +0.5% | +33.14% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +53.93% | Add |
| 10 | VBR | Vanguard Small-cap Value ETF | +0.3% | +9.21% | Add |
| 11 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +11.06% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.2% | -0.63% | Trim |
| 13 | ASML | ASML Holding N.V. | +0.1% | +26.77% | Add |
| 14 | TOLZ | Proshares Glb Infrastructure | +0.1% | +5.90% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | -2.00% | Trim |
| 16 | JNJ | Johnson & Johnson | +0.1% | -1.43% | Trim |
| 17 | SHEL | Shell Plc-adr | +0.1% | +41.32% | Add |
| 18 | AMAT | Applied Materials Inc | +0.1% | -1.23% | Trim |
| 19 | GEV | GE Vernova Inc | +0.1% | +14.31% | Add |
| 20 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +32.36% | Add |
| 21 | BA | Boeing Co/the | +0.1% | +272.26% | Add |
| 22 | NVS | Novartis Ag-sponsored Adr | +0.1% | +22.19% | Add |
| 23 | COST | Costco Wholesale CORP | +0.1% | +2.46% | Add |
| 24 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +46.43% | Add |
| 25 | CVX | Chevron CORP | +0.1% | -6.43% | Trim |
| 26 | GLW | Corning Inc | +0.1% | +1.12% | Add |
| 27 | MU | Micron Technology Inc | +0.1% | +0.95% | Add |
| 28 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +59.16% | Add |
| 29 | BMY | Bristol-myers Squibb Co | +0.1% | +0.29% | Add |
| 30 | MCK | Mckesson CORP | +0.1% | +14.23% | Add |
| 31 | SNDK | Sandisk CORP | 0% | +24.36% | Add |
| 32 | MUFG | Mitsubishi Ufj Finl-spon Adr | 0% | +30.20% | Add |
| 33 | IBN | Icici Bank Ltd-spon Adr | 0% | +110.89% | Add |
| 34 | PDD | Pdd Holdings Inc | 0% | +154.64% | Add |
| 35 | SAN | Banco Santander Sa-spon Adr | 0% | +35.10% | Add |
| 36 | NOC | Northrop Grumman CORP | 0% | +62.84% | Add |
| 37 | NGG | National Grid Plc-sp Adr | 0% | +67.40% | Add |
| 38 | BP | Bp Plc-spons Adr | 0% | +26.20% | Add |
| 39 | VZ | Verizon Communications Inc | 0% | +7.50% | Add |
| 40 | LMT | Lockheed Martin CORP | 0% | +31.44% | Add |
| 41 | LIN | Linde plc | 0% | +3.46% | Add |
| 42 | RIO | Rio Tinto Plc-spon Adr | 0% | +38.47% | Add |
| 43 | JD | Jd.com Inc-adr | 0% | +169.15% | Add |
| 44 | EBAY | Ebay Inc | 0% | +73.48% | Add |
| 45 | COP | Conocophillips | 0% | -1.50% | Trim |
| 46 | RNG | Ringcentral Inc-class A | 0% | +111.41% | Add |
| 47 | GWRE | Guidewire Software Inc | 0% | +177.89% | Add |
| 48 | WDC | Western Digital CORP | 0% | +7.90% | Add |
| 49 | HSY | Hershey Co/the | 0% | +42.43% | Add |
| 50 | XYZ | Block Inc | 0% | +108.22% | Add |
According to official SEC Form 13F filings, Aaron Wealth Advisors LLC reported a total U.S. public equity portfolio value of $2.0B across 690 disclosed positions in Q1 2026.
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, NVDA, VONV) accounted for 26.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $1.3M
Top Position Liquidated / Trimmed
AZNN
前期市值: $2.6M
During Q1 2026, Aaron Wealth Advisors LLC's top holdings by market value included IEFA (7.9%)、NVDA (6.5%)、VONV (5.8%). The largest single position, IEFA, represented 7.9% of total portfolio value.
In Q1 2026, Aaron Wealth Advisors LLC made 200 total portfolio adjustments, initiating 16 new buys, adding to 47 positions, trimming 111 holdings, and fully liquidating 26 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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