# Aaron Wealth Advisors LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1812198. Source: https://holderbook.com/funds/1812198-aaron-wealth-advisors-llc/

- Reported value: $2.0B
- Positions: 688
- Weight of the ten largest: 42.3%
- Filed: 2026-07-16

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $155.6M | 1,610,916 | 7.9% | 23 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $132.6M | 662,775 | 6.7% | 23 |
| VANGUARD SCOTTSDALE FDS | [VONV](https://holderbook.com/stocks/VONV/) | $103.8M | 976,287 | 5.3% | 23 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $102.0M | 797,921 | 5.2% | 23 |
| MBX BIOSCIENCES INC | [MBX](https://holderbook.com/stocks/MBX/) | $64.5M | 1,167,799 | 3.3% | 6 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $63.0M | 173,851 | 3.2% | 23 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $60.8M | 733,400 | 3.1% | 23 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $59.2M | 204,480 | 3.0% | 23 |
| FLEXSHARES TR | [GUNR](https://holderbook.com/stocks/GUNR/) | $55.5M | 1,125,256 | 2.8% | 23 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $35.6M | 95,430 | 1.8% | 23 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $35.5M | 96,959 | 1.8% | 23 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $34.5M | 142,094 | 1.8% | 23 |
| FIRST TR EXCHANGE-TRADED FD | [LMBS](https://holderbook.com/stocks/LMBS/) | $30.9M | 619,993 | 1.6% | 12 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $28.6M | 80,055 | 1.5% | 23 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $28.6M | 59,883 | 1.5% | 22 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $27.2M | 114,132 | 1.4% | 23 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $23.3M | 31,147 | 1.2% | 23 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $19.6M | 55,428 | 1.0% | 23 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $17.6M | 46,469 | 0.9% | 19 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $16.1M | 13,980 | 0.8% | 16 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $13.8M | 11,530 | 0.7% | 23 |
| PROSHARES TR | [TOLZ](https://holderbook.com/stocks/TOLZ/) | $12.6M | 213,382 | 0.6% | 23 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $12.6M | 11,790 | 0.6% | 22 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $12.5M | 24,984 | 0.6% | 23 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $12.1M | 21,425 | 0.6% | 23 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $11.7M | 27,912 | 0.6% | 23 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $11.7M | 35,779 | 0.6% | 23 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $11.2M | 105,380 | 0.6% | 9 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $11.1M | 15,406 | 0.6% | 15 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $10.6M | 41,786 | 0.5% | 23 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $10.6M | 93,516 | 0.5% | 23 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $10.6M | 168,393 | 0.5% | 18 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $10.2M | 17,573 | 0.5% | 23 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $9.5M | 4,798 | 0.5% | 15 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $9.2M | 26,947 | 0.5% | 23 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $8.7M | 20,037 | 0.4% | 7 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $8.1M | 59,358 | 0.4% | 16 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $7.6M | 64,869 | 0.4% | 23 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $6.6M | 63,106 | 0.3% | 23 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $6.3M | 45,307 | 0.3% | 23 |
| VANGUARD SCOTTSDALE FDS | [VONE](https://holderbook.com/stocks/VONE/) | $6.0M | 17,861 | 0.3% | 19 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $5.8M | 99,879 | 0.3% | 23 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $5.3M | 20,993 | 0.3% | 19 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $5.2M | 7,639 | 0.3% | 15 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $5.2M | 17,305 | 0.3% | 9 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $5.1M | 51,038 | 0.3% | 4 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $5.1M | 14,324 | 0.3% | 23 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $5.0M | 5,329 | 0.3% | 19 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $4.9M | 39,718 | 0.3% | 23 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $4.9M | 9,530 | 0.2% | 23 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $4.7M | 22,707 | 0.2% | 21 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $4.6M | 81,187 | 0.2% | 23 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $4.5M | 10,803 | 0.2% | 23 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $4.5M | 17,535 | 0.2% | 23 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $4.4M | 51,102 | 0.2% | 12 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $4.4M | 5,830 | 0.2% | 18 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $4.3M | 4,296 | 0.2% | 15 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $4.3M | 17,773 | 0.2% | 18 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $4.2M | 3,562 | 0.2% | 8 |
| HSBC HLDGS PLC | [HSBC](https://holderbook.com/stocks/HSBC/) | $4.1M | 43,514 | 0.2% | 11 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $4.1M | 11,046 | 0.2% | 14 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $4.1M | 29,376 | 0.2% | 11 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $4.1M | 21,667 | 0.2% | 15 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $4.0M | 55,081 | 0.2% | 23 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $4.0M | 1,747 | 0.2% | 3 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $3.9M | 24,810 | 0.2% | 15 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $3.8M | 8,802 | 0.2% | 16 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $3.8M | 46,145 | 0.2% | 23 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $3.7M | 5 | 0.2% | 6 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $3.7M | 16,790 | 0.2% | 23 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $3.7M | 25,113 | 0.2% | 23 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $3.6M | 6,907 | 0.2% | 14 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $3.4M | 23,414 | 0.2% | 23 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $3.4M | 26,456 | 0.2% | 23 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $3.4M | 18,682 | 0.2% | 15 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $3.4M | 11,298 | 0.2% | 22 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $3.3M | 20,144 | 0.2% | 16 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $3.3M | 4,321 | 0.2% | 23 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $3.3M | 11,566 | 0.2% | 23 |
| ING GROEP N.V. | [ING](https://holderbook.com/stocks/ING/) | $3.1M | 99,831 | 0.2% | 22 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $3.1M | 41,142 | 0.2% | 23 |
| MONSTER BEVERAGE CORP NEW | [MNST](https://holderbook.com/stocks/MNST/) | $3.1M | 32,237 | 0.2% | 8 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $3.1M | 37,034 | 0.2% | 15 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $3.0M | 4,248 | 0.2% | 15 |
| MITSUBISHI UFJ FINANCIAL GRO | [MUFG](https://holderbook.com/stocks/MUFG/) | $3.0M | 150,101 | 0.2% | 15 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $3.0M | 19,688 | 0.2% | 16 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $2.9M | 4,605 | 0.1% | 5 |
| SHELL PLC | [SHEL](https://holderbook.com/stocks/SHEL/) | $2.9M | 37,560 | 0.1% | 12 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.9M | 40,784 | 0.1% | 16 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $2.9M | 16,966 | 0.1% | 7 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $2.9M | 7,183 | 0.1% | 15 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $2.8M | 24,285 | 0.1% | 8 |
| BHP BILLITON LIMITED | [BHP](https://holderbook.com/stocks/BHP/) | $2.8M | 33,890 | 0.1% | 13 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $2.7M | 26,512 | 0.1% | 22 |
| BANCO SANTANDER S.A. | [SAN](https://holderbook.com/stocks/SAN/) | $2.7M | 197,972 | 0.1% | 10 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $2.7M | 9,010 | 0.1% | 23 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $2.7M | 12,057 | 0.1% | 23 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $2.7M | 9,001 | 0.1% | 4 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $2.7M | 4,219 | 0.1% | 22 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $2.7M | 29,147 | 0.1% | 23 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.3% | +14.8% | -1.5% | 98% |
| Q1 2026 | -1.9% | -4.6% | +2.8% | 98% |
| Q4 2025 | +2.6% | +2.4% | +0.2% | 98% |
| Q3 2025 | +6.6% | +7.8% | -1.2% | 100% |
| Q2 2025 | +7.7% | +10.5% | -2.8% | 100% |
| Q1 2025 | -0.6% | -4.6% | +4.0% | 100% |
| Q4 2024 | -3.1% | +2.1% | -5.2% | 100% |
| Q3 2024 | +5.5% | +5.4% | +0.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.0B | 688 |
| Q1 2026 | $1.8B | 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 |