Aaron Wealth Advisors LLC
13F Reported Value
ⓘ$2.0B
Holdings
688
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Aaron Wealth Advisors LLC disclosed 688 positions worth $2.0B in its Form 13F-HR for Q2 2026, followed by $NVDA. During the quarter the fund opened 85 new positions and exited 88 and a full exit from $NVDA. The portfolio is most concentrated in Other (35.9% of disclosed assets). All figures are sourced directly from Aaron Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1812198.
AI Fund Analysis
Stable
$NVDA
$MBX
$TSM
$NFLX
$BHP
$BNY
$SMFGSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE MSCI EAFE
—Quality
$155.6M1,610,916 sh- 85.9#5
Quality
$132.6M662,775 sh VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL
—Quality
$103.8M976,287 shVANGUARD SCOTTSDALE FDS - VNG RUS1000GRW
—Quality
$102.0M797,921 sh- —
Quality
$64.5M1,167,799 sh - 79.2
Quality
$63.0M173,851 sh ISHARES INC - CORE MSCI EMKT
—Quality
$60.8M733,400 sh- 76.4
Quality
$59.2M204,480 sh FLEXSHARES TR - MORNSTAR UPSTR
—Quality
$55.5M1,125,256 sh- 79.8
Quality
$35.6M95,430 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE MSCI EAFE | — | $155.6M | 1,610,916 |
| NVIDIA CORP$NVDA | 85.9#5 | $132.6M | 662,775 |
| VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $103.8M | 976,287 |
| VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $102.0M | 797,921 |
| MBX Biosciences, Inc.$MBX | — | $64.5M | 1,167,799 |
 AMGEN INC$AMGN | 79.2 | $63.0M | 173,851 |
| ISHARES INC - CORE MSCI EMKT | — | $60.8M | 733,400 |
 Apple Inc.$AAPL | 76.4 | $59.2M | 204,480 |
| FLEXSHARES TR - MORNSTAR UPSTR | — | $55.5M | 1,125,256 |
 MICROSOFT CORP$MSFT | 79.8 | $35.6M | 95,430 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Aaron Wealth Advisors LLC's 688 positions.
Showing top 10 of 688 holdings.
Sector Allocation
Other
$706.7M
Technology
$519.6M
Healthcare
$217.2M
Financials
$153.0M
Industrials
$118.0M
Consumer Discretionary
$89.0M
Materials
$42.8M
Consumer Staples
$35.6M
Top Holdings — Aaron Wealth Advisors LLC (Q2 2026)
Top 150 of 688 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE MSCI EAFE | $155.6M | 7.9% | +5% | — |
| 2 | $NVDA | NVIDIA CORP | $132.6M | 6.7% | +37% | 85.9 |
| 3 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $103.8M | 5.3% | -10% | — |
| 4 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $102.0M | 5.2% | -8% | — |
| 5 | $MBX | MBX Biosciences, Inc. | $64.5M | 3.3% | -0% | — |
| 6 | $AMGN | AMGEN INC | $63.0M | 3.2% | -1% | 79.2 |
| 7 | — | ISHARES INC - CORE MSCI EMKT | $60.8M | 3.1% | +14% | — |
| 8 | $AAPL | Apple Inc. | $59.2M | 3.0% | +2% | 76.4 |
| 9 | — | FLEXSHARES TR - MORNSTAR UPSTR | $55.5M | 2.8% | +5% | — |
| 10 | $MSFT | MICROSOFT CORP | $35.6M | 1.8% | +2% | 79.8 |
| 11 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $35.5M | 1.8% | -0% | — |
| 12 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $34.5M | 1.8% | -6% | — |
| 13 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $30.9M | 1.6% | +2% | — |
| 14 |  $GOOG | Alphabet Inc. | $28.6M | 1.4% | +3% | 78.2 |
| 15 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $28.6M | 1.4% | +16% | — |
| 16 |  $AMZN | AMAZON COM INC | $27.2M | 1.4% | +9% | 68.7 |
| 17 |  $SPY | SPDR S&P 500 ETF TRUST | $23.3M | 1.2% | +31% | — |
| 18 |  $GOOGL | Alphabet Inc. | $19.6M | 1.0% | -3% | 78.2 |
| 19 |  $AVGO | Broadcom Inc. | $17.6M | 0.9% | +5% | 84.5 |
| 20 |  $MU | MICRON TECHNOLOGY INC | $16.1M | 0.8% | -1% | 86.2 |
| 21 |  $LLY | ELI LILLY & Co | $13.8M | 0.7% | +2% | 87.5 |
| 22 | — | PROSHARES TR - DJ BRKFLD GLB | $12.6M | 0.6% | +3% | — |
| 23 |  $CAT | CATERPILLAR INC | $12.6M | 0.6% | -2% | 66.5 |
| 24 |  $BRK.B | BERKSHIRE HATHAWAY INC | $12.5M | 0.6% | -5% | 73.8 |
| 25 |  $META | Meta Platforms, Inc. | $12.1M | 0.6% | +7% | 79.6 |
| 26 |  $TSLA | Tesla, Inc. | $11.7M | 0.6% | -2% | 53.9 |
| 27 |  $JPM | JPMORGAN CHASE & CO | $11.7M | 0.6% | +2% | 70.7 |
| 28 | — | ISHARES TR - SHRT NAT MUN ETF | $11.2M | 0.6% | +4% | — |
| 29 |  $AMAT | APPLIED MATERIALS INC /DE | $11.1M | 0.6% | +0% | 72.3 |
| 30 |  $JNJ | JOHNSON & JOHNSON | $10.6M | 0.5% | +3% | 69 |
| 31 |  $WMT | Walmart Inc. | $10.6M | 0.5% | -1% | 60.2 |
| 32 |  $FCX | FREEPORT-MCMORAN INC | $10.6M | 0.5% | -8% | 62 |
| 33 |  $AMD | ADVANCED MICRO DEVICES INC | $10.2M | 0.5% | +13% | 79.8 |
| 34 |  $ASML | ASML HOLDING NV | $9.5M | 0.5% | +8% | — |
| 35 |  $V | VISA INC. | $9.2M | 0.5% | +26% | 82.9 |
| 36 |  $LRCX | LAM RESEARCH CORP | $8.7M | 0.4% | -5% | 79.4 |
| 37 |  $XOM.R34088 | EXXON MOBIL CORP | $8.1M | 0.4% | +1% | 57.9 |
| 38 |  $CSCO | CISCO SYSTEMS, INC. | $7.6M | 0.4% | -3% | 70.3 |
| 39 | — | ISHARES TR - MSCI EAFE ETF | $6.6M | 0.3% | +0% | — |
| 40 |  $INTC | INTEL CORP | $6.3M | 0.3% | +2% | 45.6 |
| 41 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $6.0M | 0.3% | -1% | — |
| 42 |  $BMY | BRISTOL MYERS SQUIBB CO | $5.8M | 0.3% | +1% | 70.4 |
| 43 |  $ABBV | AbbVie Inc. | $5.3M | 0.3% | -0% | 72.6 |
| 44 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $5.2M | 0.3% | -4% | — |
| 45 |  $KLAC | KLA CORP | $5.2M | 0.3% | +874% | 78.6 |
| 46 | — | ISHARES TR - 0-3 MTH TREASURY | $5.1M | 0.3% | -92% | — |
| 47 |  $HD | HOME DEPOT, INC. | $5.1M | 0.3% | +40% | 60.3 |
| 48 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.0M | 0.3% | -5% | 66.2 |
| 49 | — | ISHARES TR - RUS 1000 GRW ETF | $4.9M | 0.3% | +299% | — |
| 50 |  $MA | Mastercard Inc | $4.9M | 0.3% | +20% | 85.1 |
| 51 |  $MS | MORGAN STANLEY | $4.7M | 0.2% | +8% | 75.8 |
| 52 |  $BAC | BANK OF AMERICA CORP /DE/ | $4.6M | 0.2% | -1% | 67.6 |
| 53 |  $UNH | UNITEDHEALTH GROUP INC | $4.5M | 0.2% | +21% | 62.7 |
| 54 |  $GLW | CORNING INC /NY | $4.5M | 0.2% | +7% | 73.7 |
| 55 | — | VANGUARD INDEX FDS - GROWTH ETF | $4.4M | 0.2% | +483% | — |
| 56 | — | ISHARES TR - CORE S&P500 ETF | $4.4M | 0.2% | +2% | — |
| 57 |  $GS | GOLDMAN SACHS GROUP INC | $4.3M | 0.2% | -0% | 73.5 |
| 58 | — | ISHARES TR - RUS 1000 VAL ETF | $4.3M | 0.2% | +0% | — |
| 59 |  $GEV | GE Vernova Inc. | $4.2M | 0.2% | -3% | 81.1 |
| 60 |  $HSBC | HSBC HOLDINGS PLC | $4.1M | 0.2% | +1% | — |
| 61 |  $GE | GENERAL ELECTRIC CO | $4.1M | 0.2% | -6% | 73.8 |
| 62 |  $C | CITIGROUP INC | $4.1M | 0.2% | +3% | 65 |
| 63 |  $RTX | RTX Corp | $4.1M | 0.2% | +0% | 73.2 |
| 64 |  $UBER | Uber Technologies, Inc | $4.0M | 0.2% | +6% | 73.5 |
| 65 |  $SNDK | Sandisk Corp | $4.0M | 0.2% | -2% | 87.7 |
| 66 |  $NVS | NOVARTIS AG | $3.9M | 0.2% | +3% | — |
| 67 |  $ETN | Eaton Corp plc | $3.8M | 0.2% | +6% | — |
| 68 |  $KO | COCA COLA CO | $3.8M | 0.2% | -3% | 69.5 |
| 69 |  $BRK.A | BERKSHIRE HATHAWAY INC | $3.7M | 0.2% | +0% | 73.8 |
| 70 |  $WM | WASTE MANAGEMENT INC | $3.7M | 0.2% | +1% | 67.6 |
| 71 |  $PG | PROCTER & GAMBLE Co | $3.7M | 0.2% | -15% | 64.6 |
| 72 |  $LIN | LINDE PLC | $3.6M | 0.2% | +23% | — |
| 73 |  $ORCL | ORACLE CORP | $3.4M | 0.2% | +6% | 66.2 |
| 74 |  $MRK | Merck & Co., Inc. | $3.4M | 0.2% | -3% | 59.9 |
| 75 |  $PM | Philip Morris International Inc. | $3.4M | 0.2% | -0% | 75.9 |
| 76 |  $TXN | TEXAS INSTRUMENTS INC | $3.4M | 0.2% | +19% | 73.4 |
| 77 |  $CVX | CHEVRON CORP | $3.3M | 0.2% | +7% | 62.8 |
| 78 |  $MCK | MCKESSON CORP | $3.3M | 0.2% | -6% | 63.4 |
| 79 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.3M | 0.2% | -0% | 70 |
| 80 |  $ING | ING GROEP NV | $3.1M | 0.2% | +2% | — |
| 81 | — | ISHARES TR - MSCI ACWI EX US | $3.1M | 0.2% | -18% | — |
| 82 |  $MNST | Monster Beverage Corp | $3.1M | 0.2% | -1% | 71.3 |
| 83 |  $WFC | WELLS FARGO & COMPANY/MN | $3.1M | 0.2% | -2% | 61.8 |
| 84 |  $CMI | CUMMINS INC | $3.0M | 0.1% | -1% | 58.1 |
| 85 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $3.0M | 0.1% | +8% | — |
| 86 |  $TJX | TJX COMPANIES INC /DE/ | $3.0M | 0.1% | +9% | 68.7 |
| 87 |  $WDC | WESTERN DIGITAL CORP | $2.9M | 0.1% | +10% | 80.7 |
| 88 |  $SHEL | Shell plc | $2.9M | 0.1% | +9% | — |
| 89 | $NFLX | NETFLIX INC | $2.9M | 0.1% | +0% | 78.8 |
| 90 |  $ANET | Arista Networks, Inc. | $2.9M | 0.1% | +13% | 81.9 |
| 91 |  $ADI | ANALOG DEVICES INC | $2.9M | 0.1% | -1% | 79.2 |
| 92 |  $PLTR | Palantir Technologies Inc. | $2.8M | 0.1% | -4% | 84.6 |
| 93 | $BHP | BHP Group Ltd | $2.8M | 0.1% | +13% | — |
| 94 |  $CVS | CVS HEALTH Corp | $2.7M | 0.1% | +6% | 59.4 |
| 95 |  $SAN | Banco Santander, S.A. | $2.7M | 0.1% | +1% | — |
| 96 | — | ISHARES TR - RUSSELL 2000 ETF | $2.7M | 0.1% | +0% | — |
| 97 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.7M | 0.1% | +10% | 69.8 |
| 98 |  $MRVL | Marvell Technology, Inc. | $2.7M | 0.1% | +45% | 76.5 |
| 99 |  $DE | DEERE & CO | $2.7M | 0.1% | +11% | 55.4 |
| 100 |  $CL | COLGATE PALMOLIVE CO | $2.7M | 0.1% | +7% | 61.3 |
| 101 | $BNY | Bank of New York Mellon Corp | $2.5M | 0.1% | +3% | 74.1 |
| 102 |  $CRWD | CrowdStrike Holdings, Inc. | $2.5M | 0.1% | +37% | 67.7 |
| 103 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $2.5M | 0.1% | -0% | 75.4 |
| 104 |  $UNP | UNION PACIFIC CORP | $2.5M | 0.1% | +26% | 69.7 |
| 105 |  $DELL | Dell Technologies Inc. | $2.5M | 0.1% | +33% | 71.2 |
| 106 |  $QCOM | QUALCOMM INC/DE | $2.5M | 0.1% | +21% | 70.5 |
| 107 |  $GILD | GILEAD SCIENCES, INC. | $2.5M | 0.1% | +1% | 57.4 |
| 108 |  $PANW | Palo Alto Networks Inc | $2.4M | 0.1% | +36% | 65.5 |
| 109 |  $AXP | AMERICAN EXPRESS CO | $2.4M | 0.1% | +18% | 69.4 |
| 110 |  $SAP | SAP SE | $2.4M | 0.1% | +28% | — |
| 111 | $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $2.4M | 0.1% | +11% | — |
| 112 | — | ISHARES TR - CORE S&P TTL STK | $2.4M | 0.1% | -0% | — |
| 113 |  $RGLD | ROYAL GOLD INC | $2.3M | 0.1% | -0% | 79.7 |
| 114 |  $JBL | JABIL INC | $2.3M | 0.1% | -4% | 57.4 |
| 115 |  $BABA | Alibaba Group Holding Ltd | $2.2M | 0.1% | +3% | — |
| 116 | — | DBX ETF TR - XTRACK MSCI ALL | $2.2M | 0.1% | +0% | — |
| 117 |  $APH | AMPHENOL CORP /DE/ | $2.2M | 0.1% | +8% | 79.3 |
| 118 |  $ED | CONSOLIDATED EDISON INC | $2.2M | 0.1% | +7% | 67.3 |
| 119 |  $PGR | PROGRESSIVE CORP/OH/ | $2.1M | 0.1% | +9% | 80.1 |
| 120 |  $HWM | Howmet Aerospace Inc. | $2.1M | 0.1% | +1% | 73.9 |
| 121 |  $MCD | MCDONALDS CORP | $2.1M | 0.1% | -26% | 69 |
| 122 | — | VANGUARD INDEX FDS - SMALL CP ETF | $2.1M | 0.1% | +4% | — |
| 123 |  $DIS | Walt Disney Co | $2.1M | 0.1% | +20% | 60.1 |
| 124 |  $STT | STATE STREET CORP | $2.1M | 0.1% | +6% | 71.5 |
| 125 |  $MFG | MIZUHO FINANCIAL GROUP INC | $2.0M | 0.1% | +31% | — |
| 126 | — | ISHARES TR - HDG MSCI EAFE | $2.0M | 0.1% | +0% | — |
| 127 |  $CB | Chubb Ltd | $2.0M | 0.1% | +23% | — |
| 128 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $2.0M | 0.1% | -3% | — |
| 129 |  $SCHW | SCHWAB CHARLES CORP | $2.0M | 0.1% | -35% | 79.4 |
| 130 |  $SPGI | S&P Global Inc. | $1.9M | 0.1% | +18% | 76.1 |
| 131 |  $EMR | EMERSON ELECTRIC CO | $1.9M | 0.1% | +11% | 65.3 |
| 132 |  $TM | TOYOTA MOTOR CORP/ | $1.9M | 0.1% | -3% | — |
| 133 |  $CAH | CARDINAL HEALTH INC | $1.9M | 0.1% | -20% | 62.4 |
| 134 |  $NVO | NOVO NORDISK A S | $1.9M | 0.1% | +36% | — |
| 135 |  $VZ | VERIZON COMMUNICATIONS INC | $1.9M | 0.1% | +4% | 65.8 |
| 136 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.9M | 0.1% | +3% | 62.4 |
| 137 |  $TXG | 10x Genomics, Inc. | $1.8M | 0.1% | +4% | 40.5 |
| 138 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.8M | 0.1% | -21% | 65.1 |
| 139 |  $WPM | Wheaton Precious Metals Corp. | $1.8M | 0.1% | +4% | — |
| 140 |  $ASX | ASE Technology Holding Co., Ltd. | $1.8M | 0.1% | -4% | — |
| 141 |  $URI | UNITED RENTALS, INC. | $1.8M | 0.1% | -10% | 63.9 |
| 142 |  $BA | BOEING CO | $1.8M | 0.1% | +17% | 61.6 |
| 143 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.8M | 0.1% | -5% | 61.7 |
| 144 |  $T | AT&T INC. | $1.8M | 0.1% | +6% | 65.7 |
| 145 |  $ILMN | ILLUMINA, INC. | $1.7M | 0.1% | +7% | 60.4 |
| 146 |  $GD | GENERAL DYNAMICS CORP | $1.7M | 0.1% | -22% | 68.7 |
| 147 |  $CASY | CASEYS GENERAL STORES INC | $1.7M | 0.1% | -5% | 65.1 |
| 148 |  $DDOG | Datadog, Inc. | $1.7M | 0.1% | +34% | 71.4 |
| 149 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.7M | 0.1% | +0% | — |
| 150 | — | ISHARES TR - CORE S&P SCP ETF | $1.7M | 0.1% | +7% | — |
New Positions (85)
$HONA Honeywell Aerospace Inc.$707,677
$KHC Kraft Heinz Co$619,482
$MIDD MIDDLEBY Corp$618,548
$DRI DARDEN RESTAURANTS INC$618,236
$CUZ COUSINS PROPERTIES INC$611,502
$WST WEST PHARMACEUTICAL SERVICES INC$580,503
$SMG SCOTTS MIRACLE-GRO CO$565,109
$DT Dynatrace, Inc.$519,499
$LEN LENNAR CORP /NEW/$507,649
$CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD$497,725
$ALAB Astera Labs, Inc.$466,114
$VICI VICI PROPERTIES INC.$451,138
$DLTR DOLLAR TREE, INC.$450,902Exited Positions (88)
$NVDAPUT NVIDIA CORP
$CWAN Clearwater Analytics Holdings, Inc.
$CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
$INGR Ingredion Inc
$LOPE Grand Canyon Education, Inc.
$MSI Motorola Solutions, Inc.
$EXLS ExlService Holdings, Inc.
$COR Cencora, Inc.
$MTG MGIC INVESTMENT CORP
$AGO ASSURED GUARANTY LTD
$NICE NICE Ltd.
$PODD INSULET CORP
$TEL TE Connectivity plc
$BEKE KE Holdings Inc.
$DAR DARLING INGREDIENTS INC.Browse Top Institutional Investors
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