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CIK: 0001812198
Total reported value
$2.0B
$2.0B
688 檔
27.3%
During the Q2 2026 filing period, Aaron Wealth Advisors LLC (CIK: 0001812198) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 688 reported positions.
In Q2 2026, Aaron Wealth Advisors LLC displayed an active expansion posture, initiating 22 new positions and adding to 105 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 688 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.90% | +0.20% | +4.83% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.74% | +0.69% | +0.55% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 5.27% | -0.34% | -10.18% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 5.18% | -0.28% | -7.55% | |
| 5 | MBX | Mbx Biosciences Inc | Stock-Other | 3.27% | +0.10% | -0.03% | |
| 6 | AMGN | Amgen Inc | Stock-Healthcare | 3.20% | +0.27% | -0.51% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.09% | +0.01% | +14.21% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.01% | +0.42% | +1.67% | |
| 9 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.82% | +0.13% | +5.45% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | +0.53% | +2.30% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.80% | -0.16% | -0.19% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.75% | -0.10% | -5.88% | |
| 13 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.57% | -0.08% | +1.60% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | -0.12% | +3.42% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.45% | +0.03% | +16.05% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.12% | +8.83% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | -0.02% | +30.51% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | +0.08% | -2.55% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | -0.06% | +5.39% | |
| 20 | MU | Micron Technology Inc | Stock-Tech | 0.82% | -0.06% | -0.75% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | -0.02% | +2.46% | |
| 22 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.64% | -0.04% | +3.41% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | -0.20% | -2.34% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | +0.03% | -5.47% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | +0.11% | +7.02% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | -0.11% | -1.90% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.01% | +2.40% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.57% | -0.26% | +4.28% | |
| 29 | AMAT | Applied Materials Inc | Stock-Tech | 0.57% | -0.21% | +0.23% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.02% | +2.63% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.14% | -1.45% | |
| 32 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.54% | +0.01% | -7.60% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.52% | -0.03% | +12.60% | |
| 34 | ASML | ASML Holding N.V. | Stock-Tech | 0.48% | -0.04% | +8.23% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.02% | +25.82% | |
| 36 | LRCX | Lam Research CORP | Stock-Tech | 0.44% | -0.13% | -5.28% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.41% | EXIT | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | -0.09% | -3.41% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.33% | -0.01% | — | |
| 40 | INTC | Intel CORP | Stock-Tech | 0.32% | -0.09% | +2.04% | |
| 41 | VONE | Vanguard Russell 1000 | ETF-Other | 0.31% | -0.04% | -1.24% | |
| 42 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.29% | +0.01% | +1.20% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | -0.01% | -0.02% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | -0.01% | -3.54% | |
| 45 | KLAC | Kla CORP | Stock-Tech | 0.27% | -0.02% | +873.83% | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.26% | -0.21% | -92.12% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.16% | +39.57% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -0.02% | -4.55% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | -0.01% | +299.14% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | +0.04% | +19.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MBX | Mbx Biosciences Inc | +1.3% | -0.03% | Trim |
| 2 | IEMG | Ishares Core Msci Emerging | +0.6% | +14.21% | Add |
| 3 | MU | Micron Technology Inc | +0.6% | -0.75% | Trim |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +16.05% | Add |
| 5 | AMD | Advanced Micro Devices | +0.3% | +12.60% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +30.51% | Add |
| 7 | AMAT | Applied Materials Inc | +0.3% | +0.23% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | +0.55% | Add |
| 9 | INTC | Intel CORP | +0.2% | +2.04% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.42% | Add |
| 11 | LRCX | Lam Research CORP | +0.2% | -5.28% | Trim |
| 12 | CAT | Caterpillar Inc | +0.2% | -2.34% | Trim |
| 13 | ASML | ASML Holding N.V. | +0.2% | +8.23% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +8.83% | Add |
| 15 | SNDK | Sandisk CORP | +0.1% | -2.24% | Trim |
| 16 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | -0.19% | Trim |
| 17 | AVGO | Broadcom Inc | +0.1% | +5.39% | Add |
| 18 | KLAC | Kla CORP | +0.1% | +873.83% | Add |
| 19 | AAPL | Apple Inc | +0.1% | +1.67% | Add |
| 20 | LLY | Eli Lilly & Co | +0.1% | +2.46% | Add |
| 21 | V | Visa Inc-class A Shares | +0.1% | +25.82% | Add |
| 22 | GLW | Corning Inc | +0.1% | +7.08% | Add |
| 23 | MRVL | Marvell Technology Inc | +0.1% | +44.80% | Add |
| 24 | CSCO | Cisco Systems Inc | +0.1% | -3.41% | Trim |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +20.74% | Add |
| 26 | WDC | Western Digital CORP | +0.1% | +10.19% | Add |
| 27 | DELL | Dell Technologies -c | +0.1% | +32.62% | Add |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +36.97% | Add |
| 29 | HD | Home Depot Inc | +0.1% | +39.57% | Add |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | +35.80% | Add |
| 31 | TXN | Texas Instruments Inc | +0.1% | +18.94% | Add |
| 32 | GOOG | Alphabet Inc-cl C | +0.1% | -2.55% | Trim |
| 33 | DDOG | Datadog Inc - Class A | +0.1% | +34.21% | Add |
| 34 | QCOM | Qualcomm Inc | +0.1% | +20.61% | Add |
| 35 | ANET | Arista Networks Inc | +0.1% | +12.83% | Add |
| 36 | XOP | Ss Spdr S&p Og Exp & Prod | +0.1% | NEW | New buy |
| 37 | MS | Morgan Stanley | 0% | +8.06% | Add |
| 38 | CVS | Cvs Health CORP | 0% | +5.97% | Add |
| 39 | ASX | Ase Technology Holding -adr | 0% | -4.36% | Trim |
| 40 | UMC | United Microelectron-sp Adr | 0% | +16.71% | Add |
| 41 | ✓ | Carnival CORP LTD F | 0% | NEW | New buy |
| 42 | CNC | Centene CORP | 0% | +56.50% | Add |
| 43 | ✓ | 0% | NEW | New buy | |
| 44 | ✓ | 0% | NEW | New buy | |
| 45 | GEV | GE Vernova Inc | 0% | -2.62% | Trim |
| 46 | TXG | 10x Genomics Inc-class A | 0% | +3.97% | Add |
| 47 | C | Citigroup Inc | 0% | +2.51% | Add |
| 48 | NVO | Novo-nordisk A/s-spons Adr | 0% | +35.60% | Add |
| 49 | STX | Seagate Technology Holdings plc | 0% | +43.52% | Add |
| 50 | MFG | Mizuho Financial Group-adr | 0% | +31.31% | 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 688 disclosed positions in Q2 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 27.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
XOP
市值: $1.0M
Top Position Liquidated / Trimmed
HON
前期市值: $1.3M
During Q2 2026, Aaron Wealth Advisors LLC's top holdings by market value included IEFA (7.9%)、NVDA (6.7%)、VONV (5.3%). The largest single position, IEFA, represented 7.9% of total portfolio value.
In Q2 2026, Aaron Wealth Advisors LLC made 197 total portfolio adjustments, initiating 22 new buys, adding to 105 positions, trimming 54 holdings, and fully liquidating 16 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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