Aaron Wealth Advisors LLC
Sector Allocation
- Other34.8%$711.3M
- Technology27.7%$565.1M
- Healthcare12.1%$248.1M
- Financials8.7%$177.0M
- Consumer Discretionary4.2%$84.9M
- Industrials3.9%$78.8M
- Consumer Staples2.4%$49.6M
- Materials2.0%$40.4M
- Energy1.9%$38.1M
- Utilities1.1%$22.2M
AUM History
13fpro.ai/research/fund/aaron-wealth-advisors-llc-1812198
Conviction and streaks
Concentrating · top 10 = 44.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$165.5M
NVDA
$151.9M- VANGUARD$100.8M
- VANGUARD$100.0M
AMGN
$71.0MAAPL
$70.1MMBX
$68.9M- ISHARES$63.3M
- FLEXSHARES$60.3M
MSFT
$47.8M- VANGUARD$33.7M
- VANGUARD$33.5M
AMZN
$30.7M- FIRST$30.4M
TSM
$30.2MGOOGL
$27.2MBRK.A
$23.9MSPY
$23.7MGOOG
$21.9MAVGO
$17.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/aaron-wealth-advisors-llc-1812198
Aaron Wealth Advisors LLC 13F holdings — Q3 2026
$2.0B portfolio (+3.8% QoQ) · 687 holdings · Q3 2026 13F · top 10 are 44% of the stock portfolio
- 1
ISHARES TR - CORE MSCI EAFE
$165.5M
8.1% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $151.9M
7.4% of stocks
+0.4%This quarter-5.5%Since filed11+ qtrsHeld- 3
VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL
$100.8M
4.9% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW
$100.0M
4.9% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $71.0M
3.5% of stocks
-3%This quarter+7.7%Since filed11+ qtrsHeld$70.1M
3.4% of stocks
+3%This quarter+0.8%Since filed11+ qtrsHeld$68.9M
3.4% of stocks
+0.7%This quarter+2.6%Since filed7 qtrsHeld- 8
ISHARES INC - CORE MSCI EMKT
$63.3M
3.1% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
FLEXSHARES TR - NRTRN TR MRN GBL
$60.3M
3.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $47.8M
2.3% of stocks
-2%This quarter-2.0%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE MSCI EAFE | $165.5M | 8.1% | +6% | — | — | — | — | |
| 2 | $151.9M | 7.4% | +0.4% | -5.5% | 11+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $100.8M | 4.9% | -5% | — | — | — | — | |
| 4 | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $100.0M | 4.9% | -3% | — | — | — | — | |
| 5 | $71.0M | 3.5% | -3% | +7.7% | 11+ qtrs | 78.5#49 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $70.1M | 3.4% | +3% | +0.8% | 11+ qtrsAdded 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $68.9M | 3.4% | +0.7% | +2.6% | 7 qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES INC - CORE MSCI EMKT | $63.3M | 3.1% | +6% | — | — | — | — | |
| 9 | FLEXSHARES TR - NRTRN TR MRN GBL | $60.3M | 3.0% | +2% | — | — | — | — | |
| 10 | $47.8M | 2.3% | -2% | -2.0% | 11+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Aaron Wealth Advisors LLC (Q3 2026)
687 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FDS - MRNGSTR SML CP Vetf/fund | — | $33.7M | 1.6% | 146K | +3% | — | — | 13F |
| 12 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GRetf/fund | — | $33.5M | 1.6% | 99K | +2% | — | — | 13F |
| 13 | AMAZON COM INC | Consumer Discretionary | $30.7M | 1.5% | 123K | +8% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $30.4M | 1.5% | 627K | +1% | — | — | 13F |
| 15 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $30.2M | 1.5% | 66K | +10% | 11+ qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Alphabet Inc. | Technology | $27.2M | 1.3% | 79K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | BERKSHIRE HATHAWAY INC | Financials | $23.9M | 1.2% | 32 | +540% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | SPDR S&P 500 ETF TRUSTetf/fund | — | $23.7M | 1.2% | 31K | -0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Alphabet Inc. | Technology | $21.9M | 1.1% | 64K | +16% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Broadcom Inc. | Technology | $17.0M | 0.8% | 48K | +4% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | MICRON TECHNOLOGY INC | Technology | $15.6M | 0.8% | 15K | +5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Meta Platforms, Inc. | Technology | $14.7M | 0.7% | 20K | -5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ELI LILLY & Co | Healthcare | $13.9M | 0.7% | 12K | +4% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | BERKSHIRE HATHAWAY INC | Financials | $13.8M | 0.7% | 28K | +11% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | PROSHARES TR - DJ BRKFLD GLBetf/fund | — | $12.3M | 0.6% | 226K | +6% | — | — | 13F |
| 26 | $JPM | JPMORGAN CHASE & CO | Financials | $12.2M | 0.6% | 37K | +3% | |||
| 27 | $FCX | FREEPORT-MCMORAN INC | Materials | $11.2M | 0.6% | 160K | -5% | |||
| 28 | $JNJ | JOHNSON & JOHNSON | Healthcare | $10.6M | 0.5% | 40K | -4% | |||
| 29 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $10.1M | 0.5% | 16K | -6% | |||
| 30 | $V | VISA INC. | Financials | $10.1M | 0.5% | 28K | +4% | |||
| 31 | $TSLA | Tesla, Inc. | Consumer Discretionary | $9.9M | 0.5% | 28K | +0.1% | |||
| 32 | $ASML | ASML HOLDING NV | Technology | $9.1M | 0.4% | 5,018 | +5% | |||
| 33 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $9.0M | 0.4% | 55K | -7% | |||
| 34 | $CAT | CATERPILLAR INC | Industrials | $8.9M | 0.4% | 11K | -6% | |||
| 35 | $WMT | Walmart Inc. | Consumer Staples | $8.3M | 0.4% | 80K | -15% | |||
| 36 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $7.4M | 0.4% | 14K | -6% | |||
| 37 | — | ISHARES TR - MSCI EAFE ETF | — | $6.5M | 0.3% | 62K | -1% | |||
| 38 | — | ISHARES TR - SHRT NAT MUN ETF | — | $6.4M | 0.3% | 61K | -42% | |||
| 39 | $LRCX | LAM RESEARCH CORP | Technology | $6.4M | 0.3% | 19K | -3% | |||
| 40 | $CSCO | CISCO SYSTEMS, INC. | Technology | $6.2M | 0.3% | 58K | -11% | |||
| 41 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $6.2M | 0.3% | 99K | -0.6% | |||
| 42 | $MA | Mastercard Inc | Financials | $5.9M | 0.3% | 11K | +13% | |||
| 43 | — | ISHARES TR - RUS 1000 VAL ETF | — | $5.6M | 0.3% | 23K | +28% | |||
| 44 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | — | $5.5M | 0.3% | 16K | -10% | |||
| 45 | $ABBV | AbbVie Inc. | Healthcare | $5.4M | 0.3% | 21K | -2% | |||
| 46 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $5.3M | 0.3% | 7,611 | -0.4% | |||
| 47 | $PLTR | Palantir Technologies Inc. | Technology | $5.3M | 0.3% | 28K | +17% | |||
| 48 | $KLAC | KLA CORP | Technology | $5.1M | 0.3% | 26K | +51% | |||
| 49 | — | ISHARES TR - RUS 1000 GRW ETF | — | $4.9M | 0.2% | 40K | -0.5% | |||
| 50 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.7M | 0.2% | 5,215 | -2% | |||
| 51 | $INTC | INTEL CORP | Technology | $4.7M | 0.2% | 39K | -15% | |||
| 52 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $4.6M | 0.2% | 84K | +3% | |||
| 53 | $HSBC | HSBC HOLDINGS PLC | Financials | $4.5M | 0.2% | 45K | +5% | |||
| 54 | — | ISHARES TR - CORE S&P500 ETF | — | $4.2M | 0.2% | 5,468 | -6% | |||
| 55 | $MS | MORGAN STANLEY | Financials | $4.2M | 0.2% | 22K | -2% | |||
| 56 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $4.2M | 0.2% | 46K | -9% | |||
| 57 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $4.1M | 0.2% | 11K | +4% | |||
| 58 | $GS | GOLDMAN SACHS GROUP INC | Financials | $4.1M | 0.2% | 4,527 | +5% | |||
| 59 | $GE | GENERAL ELECTRIC CO | Industrials | $4.1M | 0.2% | 13K | +18% | |||
| 60 | $CVX | CHEVRON CORP | Energy | $4.0M | 0.2% | 20K | -2% | |||
| 61 | $GEV | GE Vernova Inc. | Industrials | $4.0M | 0.2% | 4,179 | +17% | |||
| 62 | $C | CITIGROUP INC | Financials | $3.9M | 0.2% | 30K | +4% | |||
| 63 | $ETN | Eaton Corp plc | Industrials | $3.9M | 0.2% | 9,109 | +3% | |||
| 64 | $RTX | RTX Corp | Industrials | $3.9M | 0.2% | 21K | -3% | |||
| 65 | $PANW | Palo Alto Networks Inc | Technology | $3.9M | 0.2% | 9,849 | +37% | |||
| 66 | $KO | COCA COLA CO | Consumer Staples | $3.9M | 0.2% | 45K | -1% | |||
| 67 | $LIN | LINDE PLC | Materials | $3.8M | 0.2% | 8,058 | +17% | |||
| 68 | $PM | Philip Morris International Inc. | Consumer Staples | $3.8M | 0.2% | 20K | +5% | |||
| 69 | $SHEL | Shell plc | Energy | $3.7M | 0.2% | 39K | +4% | |||
| 70 | $NVS | NOVARTIS AG | Healthcare | $3.7M | 0.2% | 26K | +4% | |||
| 71 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.6M | 0.2% | 25K | -0.5% | |||
| 72 | $ING | ING GROEP NV | Financials | $3.6M | 0.2% | 102K | +2% | |||
| 73 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $3.6M | 0.2% | 156K | +4% | |||
| 74 | $UBER | Uber Technologies, Inc | Technology | $3.6M | 0.2% | 52K | -5% | |||
| 75 | $MRK | Merck & Co., Inc. | Healthcare | $3.6M | 0.2% | 25K | -7% | |||
| 76 | $ANET | Arista Networks, Inc. | Technology | $3.4M | 0.2% | 17K | -3% | |||
| 77 | $WM | WASTE MANAGEMENT INC | Utilities | $3.3M | 0.2% | 16K | -3% | |||
| 78 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $3.3M | 0.2% | 12K | +281% | |||
| 79 | $TXG | 10x Genomics, Inc. | Healthcare | $3.3M | 0.2% | 36K | -25% | |||
| 80 | $NFLX | NETFLIX INC | Communication Services | $3.2M | 0.2% | 46K | +14% | |||
| 81 | $SAP | SAP SE | Technology | $3.2M | 0.2% | 15K | -1% | |||
| 82 | $SNDK | Sandisk Corp | Technology | $3.2M | 0.1% | 1,817 | +4% | |||
| 83 | $BHP | BHP Group Ltd | Materials | $3.0M | 0.1% | 36K | +6% | |||
| 84 | — | ISHARES TR - MSCI ACWI EX US | — | $3.0M | 0.1% | 40K | -3% | |||
| 85 | $TXN | TEXAS INSTRUMENTS INC | Technology | $3.0M | 0.1% | 11K | -6% | |||
| 86 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $3.0M | 0.1% | 28K | +18% | |||
| 87 | $MCK | MCKESSON CORP | Consumer Staples | $3.0M | 0.1% | 3,475 | -20% | |||
| 88 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $2.9M | 0.1% | 20K | +2% | |||
| 89 | $ORCL | ORACLE CORP | Technology | $2.9M | 0.1% | 21K | -8% | |||
| 90 | $SAN | Banco Santander, S.A. | Financials | $2.9M | 0.1% | 210K | +6% | |||
| 91 | $QCOM | QUALCOMM INC/DE | Technology | $2.8M | 0.1% | 15K | +16% | |||
| 92 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $2.8M | 0.1% | 35K | -5% | |||
| 93 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $2.8M | 0.1% | 11K | -10% | |||
| 94 | $DELL | Dell Technologies Inc. | Technology | $2.8M | 0.1% | 5,184 | -9% | |||
| 95 | $DE | DEERE & CO | Industrials | $2.7M | 0.1% | 4,076 | -3% | |||
| 96 | $MNST | Monster Beverage Corp | Consumer Staples | $2.7M | 0.1% | 65K | +102% | |||
| 97 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $2.7M | 0.1% | 3,991 | +9% | |||
| 98 | $ADI | ANALOG DEVICES INC | Technology | $2.7M | 0.1% | 6,724 | -6% | |||
| 99 | $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Financials | $2.6M | 0.1% | 102K | +0.7% | |||
| 100 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $2.6M | 0.1% | 5,048 | +0.5% | |||
| 101 | $RGLD | ROYAL GOLD INC | Financials | $2.6M | 0.1% | 11K | -3% | |||
| 102 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.5M | 0.1% | 8,929 | -0.9% | |||
| 103 | $BNY | Bank of New York Mellon Corp | Financials | $2.5M | 0.1% | 17K | -3% | |||
| 104 | $MFG | MIZUHO FINANCIAL GROUP INC | Financials | $2.4M | 0.1% | 221K | +3% | |||
| 105 | $GLW | CORNING INC /NY | Materials | $2.4M | 0.1% | 16K | -10% | |||
| 106 | $ILMN | ILLUMINA, INC. | Healthcare | $2.4M | 0.1% | 8,769 | -12% | |||
| 107 | — | ISHARES TR - CORE S&P TTL STK | — | $2.4M | 0.1% | 14K | -2% | |||
| 108 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $2.3M | 0.1% | 13K | +12% | |||
| 109 | $T | AT&T INC. | Communication Services | $2.3M | 0.1% | 93K | +10% | |||
| 110 | $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Financials | $2.3M | 0.1% | 81K | +3% | |||
| 111 | $SCHW | SCHWAB CHARLES CORP | Financials | $2.2M | 0.1% | 23K | +8% | |||
| 112 | $CVS | CVS HEALTH Corp | Healthcare | $2.2M | 0.1% | 26K | -2% | |||
| 113 | — | ISHARES TR - CORE S&P SCP ETF | — | $2.2M | 0.1% | 16K | +42% | |||
| 114 | $STT | STATE STREET CORP | Financials | $2.2M | 0.1% | 13K | +4% | |||
| 115 | $TWLO | TWILIO INC | Technology | $2.2M | 0.1% | 7,551 | +0.9% | |||
| 116 | $WPM | Wheaton Precious Metals Corp. | Materials | $2.2M | 0.1% | 16K | +0.7% | |||
| 117 | $ABNB | Airbnb, Inc. | Technology | $2.2M | 0.1% | 14K | +21% | |||
| 118 | $UNP | UNION PACIFIC CORP | Industrials | $2.2M | 0.1% | 8,060 | -11% | |||
| 119 | $EMR | EMERSON ELECTRIC CO | Industrials | $2.2M | 0.1% | 14K | +5% | |||
| 120 | $CMI | CUMMINS INC | Industrials | $2.2M | 0.1% | 4,175 | -2% | |||
| 121 | $APH | AMPHENOL CORP /DE/ | Technology | $2.1M | 0.1% | 25K | +104% | |||
| 122 | $ED | CONSOLIDATED EDISON INC | Utilities | $2.1M | 0.1% | 21K | +5% | |||
| 123 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $2.1M | 0.1% | 29K | +507% | |||
| 124 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $2.0M | 0.1% | 24K | -19% | |||
| 125 | — | ISHARES TR - HDG MSCI EAFE | — | $2.0M | 0.1% | 43K | -0.3% | |||
| 126 | $SONY | Sony Group Corp | Technology | $2.0M | 0.1% | 85K | +1% | |||
| 127 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.0M | 0.1% | 6,994 | -51% | |||
| 128 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.0M | 0.1% | 43K | -2% | |||
| 129 | $TGT | TARGET CORP | Consumer Staples | $2.0M | 0.1% | 12K | +1% | |||
| 130 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $1.9M | 0.1% | 6,843 | -0.7% | |||
| 131 | $CRM | Salesforce, Inc. | Technology | $1.9M | 0.1% | 8,093 | -6% | |||
| 132 | $MRVL | Marvell Technology, Inc. | Technology | $1.8M | 0.1% | 6,927 | -23% | |||
| 133 | $UL | UNILEVER PLC | Consumer Staples | $1.8M | 0.1% | 30K | +20% | |||
| 134 | $DIS | Walt Disney Co | Communication Services | $1.8M | 0.1% | 17K | -20% | |||
| 135 | $ASX | ASE Technology Holding Co., Ltd. | Technology | $1.8M | 0.1% | 40K | -0.0% | |||
| 136 | $BLK | BlackRock, Inc. | Financials | $1.8M | 0.1% | 1,675 | +12% | |||
| 137 | $CB | Chubb Ltd | Financials | $1.8M | 0.1% | 5,434 | -8% | |||
| 138 | $IBN | ICICI BANK LTD | Financials | $1.8M | 0.1% | 64K | +20% | |||
| 139 | $URI | UNITED RENTALS, INC. | Industrials | $1.7M | 0.1% | 1,739 | +9% | |||
| 140 | $DDOG | Datadog, Inc. | Technology | $1.7M | 0.1% | 6,316 | -6% | |||
| 141 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.7M | 0.1% | 2,334 | — | |||
| 142 | $HWM | Howmet Aerospace Inc. | Materials | $1.7M | 0.1% | 7,566 | -4% | |||
| 143 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.7M | 0.1% | 7,652 | -34% | |||
| 144 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | Financials | $1.7M | 0.1% | 26K | +20% | |||
| 145 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.7M | 0.1% | 10K | +67% | |||
| 146 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.7M | 0.1% | 13K | -36% | |||
| 147 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.7M | 0.1% | 4,072 | +37% | |||
| 148 | $NTRS | NORTHERN TRUST CORP | Financials | $1.6M | 0.1% | 9,731 | +1% | |||
| 149 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.6M | 0.1% | 4,956 | +0.4% | |||
| 150 | $MDT | Medtronic plc | Healthcare | $1.6M | 0.1% | 19K | +52% |
What changed in Q3 2026
Against the previous quarter's 13F: 84 new, 309 added to, 263 trimmed, 86 sold out. Share-count changes; largest moves by dollar size first.
New positions (84)
$SKHYSK hynix Inc.$1.1M
first bought this quarter
$MHKMOHAWK INDUSTRIES INC$759K
first bought this quarter
$IQVIQVIA HOLDINGS INC.$748K
first bought this quarter
$INGRIngredion Inc$731K
first bought this quarter
$TELTE Connectivity plc$711K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$700Kfirst bought this quarter
+78 more in the Excel export
Added to (309)
now $23.9M · held 7 qtrs
- ISHARES TR - CORE MSCI EAFE+6%
now $165.5M
- ISHARES INC - CORE MSCI EMKT+6%
now $63.3M
now $21.9M · held 11+ qtrs
now $30.2M · held 11+ qtrs, 9 adds in a row
$CRWDCrowdStrike Holdings, Inc.+281%
now $3.3M · held 10 qtrs
+303 more in the Excel export
Trimmed (263)
- VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL-5%
now $100.8M
- ISHARES TR - SHRT NAT MUN ETF-42%
now $6.4M
- ISHARES TR - 0-3 MTH TREASURY-82%
now $930K
- VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW-3%
now $100.0M
now $71.0M · held 11+ qtrs
$HDHOME DEPOT, INC.-51%
now $2.0M · held 11+ qtrs
+257 more in the Excel export
Holdings by quarter
Every 13F Aaron Wealth Advisors LLC has filed, 23 earlier quarters. Pick one to see what it held then.
Is it too late to follow Aaron Wealth Advisors?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Aaron Wealth Advisors's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.4%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 32% over the last 4
Top 10 weight
44%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Aaron Wealth Advisors LLC disclosed 687 positions worth $2.0B in its Form 13F-HR for Q3 2026, followed by $NVDA. During the quarter the fund opened 84 new positions and exited 86 — including a new stake in $SKHY and a full exit from $SYK. The portfolio is most concentrated in Other (34.8% of disclosed assets). All figures are sourced directly from Aaron Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1812198.
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AI-Powered Hedge Fund Analysis: Aaron Wealth Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Aaron Wealth Advisors LLC (SEC CIK: 1812198), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Aaron Wealth Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.