Q2 2026 13F · SEC CIK 1812198

Aaron Wealth Advisors LLC

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.0B
Reported positions: 688
Top holdings a year, 3 yrs: +19.1%
Assets under management: $4.3B

Aaron Wealth Advisors LLC is a wealth manager that reported 688 positions worth $2.0B in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were Ishares Core Msci Eafe ETF (IEFA, 7.9%), Nvidia Corporation Com (NVDA, 6.7%), Vanguard Russell 1000 Value ETF (VONV, 5.3%). A portfolio copying its top holdings returned 19.1% a year over the last 3 years, against 20.4% for the S&P 500.

Aaron Wealth Advisors LLC holdings largest 50 of 688 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Aaron Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IEFAIshares Core Msci Eafe ETF	7.9%	8.0%	1,610,916	+4.8%	$155.6M
NVDANvidia Corporation Com	6.7%	4.9%	662,775	+36.9%	$132.6M
VONVVanguard Russell 1000 Value ETF	5.3%	5.9%	976,287	-10.2%	$103.8M
VONGVanguard Russell 1000 Growth ETF	5.2%	5.5%	797,921	-7.5%	$102.0M
MBXMbx Biosciences Inc	3.3%	2.0%	1,167,799	-0.0%	$64.5M
AMGNAmgen Inc Com	3.2%	3.6%	173,851	-0.5%	$63.0M
IEMGIshares	3.1%	2.6%	733,400	+14.2%	$60.8M
AAPLApple Inc	3.0%	2.9%	204,480	+1.7%	$59.2M
GUNRFlexshares Tr Mornstar Upstr	2.8%	3.4%	1,125,256	+5.4%	$55.5M
MSFTMicrosoft Corp	1.8%	2.0%	95,430	+2.3%	$35.6M
VBKVanguard Small Cap Growth ETF	1.8%	1.7%	96,959	-0.2%	$35.5M
VBRVanguard Small Cap Value ETF	1.8%	1.9%	142,094	-5.9%	$34.5M
LMBSFirst Tr Exchange-Traded Fd	1.6%	1.8%	619,993	+1.6%	$30.9M
GOOGLAlphabet Inc	1.5%	1.3%	80,055	+3.4%	$28.6M
TSMTaiwan Semiconductor Manufac	1.5%	1.0%	59,883	+16.1%	$28.6M
AMZNAmazon Com Inc Com	1.4%	1.3%	114,132	+8.8%	$27.2M
SPYSpdr S&p 500 ETF Tr	1.2%	0.9%	31,147	+30.5%	$23.3M
GOOGAlphabet Inc	1.0%	0.9%	55,428	-2.6%	$19.6M
AVGOBroadcom Inc	0.9%	0.8%	46,469	+5.4%	$17.6M
MUMicron Technology Inc	0.8%	0.3%	13,980	-0.8%	$16.1M
LLYLilly Eli & Co	0.7%	0.6%	11,530	+2.5%	$13.8M
TOLZProshares Tr	0.6%	0.7%	213,382	+3.4%	$12.6M
CATCaterpillar Inc Com	0.6%	0.5%	11,790	-2.3%	$12.6M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	24,984	-5.5%	$12.5M
METAMeta Platforms Inc Class A	0.6%	0.7%	21,425	+7.0%	$12.1M
TSLATesla Inc Com	0.6%	0.6%	27,912	-1.9%	$11.7M
JPMJpmorgan Chase & Co	0.6%	0.6%	35,779	+2.4%	$11.7M
SUBIshares Tr	0.6%	0.6%	105,380	+4.3%	$11.2M
AMATApplied Matls Inc	0.6%	0.3%	15,406	+0.2%	$11.1M
JNJJohnson & Johnson	0.5%	0.6%	41,786	+2.6%	$10.6M
WMTWalmart Inc	0.5%	0.7%	93,516	-1.5%	$10.6M
FCXFreeport Mcmoran Inc Cl B	0.5%	0.6%	168,393	-7.6%	$10.6M
AMDAdvanced Micro Devices Inc	0.5%	—	17,573	—	$10.2M
ASMLAsml Hldg NV	0.5%	0.3%	4,798	+8.2%	$9.5M
VVisa Inc Com Cl A	0.5%	0.4%	26,947	+25.8%	$9.2M
LRCXLam Research Corp	0.4%	0.3%	20,037	-5.3%	$8.7M
XOMExxon Mobil Corp	0.4%	0.6%	59,358	+1.3%	$8.1M
CSCOCisco Sys Inc	0.4%	0.3%	64,869	-3.4%	$7.6M
EFAiShs MSCI EAFE	0.3%	0.4%	63,106	+0.0%	$6.6M
INTCIntel Corp	0.3%	—	45,307	—	$6.3M
VONEVanguard Scottsdale Fds	0.3%	0.3%	17,861	-1.2%	$6.0M
BMYBristol-Myers Squibb Co Com	0.3%	0.3%	99,879	+1.2%	$5.8M
ABBVAbbvie Inc	0.3%	0.3%	20,993	-0.0%	$5.3M
VOOVanguard S&p 500 ETF	0.3%	0.3%	7,639	-3.5%	$5.2M
KLACKla Corp	0.3%	—	17,305	—	$5.2M
SGOViShares 0-3 Month Treasury Bon	0.3%	3.8%	51,038	-92.1%	$5.1M
HDHome Depot Inc Com	0.3%	—	14,324	—	$5.1M
COSTCostco Whsl Corp New	0.3%	0.3%	5,329	-4.5%	$5.0M
IWFIshares Russell 1000 Growth ETF	0.3%	0.2%	39,718	+299.1%	$4.9M
MAMastercard Inc.	0.2%	0.2%	9,530	+19.7%	$4.9M

What Aaron Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IWF Ishares Russell 1000 Growth ETF+299.1% shares
NVDA Nvidia Corporation Com+36.9% shares
SPY Spdr S&p 500 ETF Tr+30.5% shares
V Visa Inc Com Cl A+25.8% shares
MA Mastercard Inc.+19.7% shares
TSM Taiwan Semiconductor Manufac+16.1% shares
IEMG Ishares+14.2% shares
AMZN Amazon Com Inc Com+8.8% shares

Reduced

SGOV iShares 0-3 Month Treasury Bon-92.1% shares
VONV Vanguard Russell 1000 Value ETF-10.2% shares
FCX Freeport Mcmoran Inc Cl B-7.6% shares
VONG Vanguard Russell 1000 Growth ETF-7.5% shares
VBR Vanguard Small Cap Value ETF-5.9% shares
BRK-B Berkshire Hathaway Inc Del-5.5% shares
LRCX Lam Research Corp-5.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.0% /yr; S&P 500 +20.1%
3 years: +19.1% /yr; S&P 500 +20.4%
5 years: +9.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.0B	688
Q1 2026	$1.7B	690
Q4 2025	$1.8B	674
Q3 2025	$1.7B	628
Q2 2025	$978.9M	489
Q1 2025	$872.4M	450
Q4 2024	$861.3M	449
Q3 2024	$839.6M	427
Q2 2024	$720.5M	326
Q1 2024	$697.6M	309
Q4 2023	$602.9M	256
Q3 2023	$775.3M	258

Questions about Aaron Wealth Advisors LLC's portfolio

What stocks does Aaron Wealth Advisors LLC own?

Aaron Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Jul 16, 2026, lists 688 positions worth $2.0B. The largest are Ishares Core Msci Eafe ETF (IEFA) at 7.9%, Nvidia Corporation Com (NVDA) at 6.7%, Vanguard Russell 1000 Value ETF (VONV) at 5.3%, Vanguard Russell 1000 Growth ETF (VONG) at 5.2% and Mbx Biosciences Inc (MBX) at 3.3%.

What did Aaron Wealth Advisors LLC buy last quarter?

In Q2 2026, Aaron Wealth Advisors LLC added Ishares Russell 1000 Growth ETF (IWF) (+299.1% shares), Nvidia Corporation Com (NVDA) (+36.9% shares) and Spdr S&p 500 ETF Tr (SPY) (+30.5% shares), compared with its Q1 2026 filing.

What did Aaron Wealth Advisors LLC sell last quarter?

In Q2 2026, Aaron Wealth Advisors LLC cut from its top 50 Procter & Gamble Co Com (PG), cut from its top 50 Rtx Corporation Com (RTX), cut from its top 50 Bank of Amer Corp (BAC), cut from its top 50 Mckesson Corp Com (MCK), iShares 0-3 Month Treasury Bon (SGOV) (-92.1% shares), Vanguard Russell 1000 Value ETF (VONV) (-10.2% shares) and Freeport Mcmoran Inc Cl B (FCX) (-7.6% shares), compared with its Q1 2026 filing.

How has Aaron Wealth Advisors LLC's portfolio performed?

A portfolio copying Aaron Wealth Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.0% against +20.1%. Over 5 years: +9.5% a year against +11.6%.

When is Aaron Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Aaron Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Aaron Wealth Advisors LLC manage?

Aaron Wealth Advisors LLC reported $4.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.0B.