Aaron Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Aaron Wealth Advisors Llc disclosed 679 stock positions valued at approximately $2.04B as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, NVIDIA CORPORATION, and VANGUARD SCOTTSDALE FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 679
- Portfolio Value
- $2.04B
Holdings by Sector
Aaron Wealth Advisors Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IEFA | Other | 8.10% | 1,708,017 | +97,101 | +6.03% | $165,472,716 |
| NVIDIA CORPORATION | NVDA | Technology | 7.43% | 665,197 | +2,422 | +0.37% | $151,917,905 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 4.93% | 927,117 | -49,170 | -5.04% | $100,777,660 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 4.90% | 775,952 | -21,969 | -2.75% | $100,043,512 |
| AMGEN INC | AMGN | Healthcare | 3.47% | 168,409 | -5,442 | -3.13% | $70,986,078 |
| APPLE INC | AAPL | Technology | 3.43% | 210,604 | +6,124 | +2.99% | $70,135,622 |
| MBX BIOSCIENCES INC | MBX | Healthcare | 3.37% | 1,175,771 | +7,972 | +0.68% | $68,923,696 |
| ISHARES INC | IEMG | Other | 3.10% | 779,526 | +46,126 | +6.29% | $63,266,354 |
| FLEXSHARES TR | GUNR | Other | 2.95% | 1,143,129 | +17,873 | +1.59% | $60,288,665 |
| MICROSOFT CORP | MSFT | Technology | 2.34% | 93,215 | -2,215 | -2.32% | $47,810,126 |
| VANGUARD INDEX FDS | VBR | Other | 1.65% | 146,065 | +3,971 | +2.79% | $33,745,590 |
| VANGUARD INDEX FDS | VBK | Other | 1.64% | 99,248 | +2,289 | +2.36% | $33,529,071 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.50% | 123,406 | +9,274 | +8.13% | $30,746,605 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 1.49% | 626,833 | +6,840 | +1.10% | $30,376,330 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.48% | 66,110 | +6,227 | +10.40% | $30,158,721 |
| ALPHABET INC | GOOGL | Communication Services | 1.33% | 79,023 | -1,032 | -1.29% | $27,190,234 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.17% | 32 | +27 | +540.00% | $23,904,160 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.16% | 31,131 | -16 | -0.05% | $23,741,435 |
| ALPHABET INC | GOOG | Communication Services | 1.07% | 64,234 | +8,806 | +15.89% | $21,887,093 |
| BROADCOM INC | AVGO | Technology | 0.83% | 48,298 | +1,829 | +3.94% | $16,961,775 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.76% | 14,676 | +696 | +4.98% | $15,631,554 |
| META PLATFORMS INC | META | Communication Services | 0.72% | 20,303 | -1,122 | -5.24% | $14,723,330 |
| ELI LILLY & CO | LLY | Healthcare | 0.68% | 12,033 | +503 | +4.36% | $13,923,144 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.67% | 27,692 | +2,708 | +10.84% | $13,789,554 |
| PROSHARES TR | TOLZ | Other | 0.60% | 225,649 | +12,267 | +5.75% | $12,285,727 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.60% | 36,821 | +1,042 | +2.91% | $12,181,609 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.55% | 159,735 | -8,658 | -5.14% | $11,181,468 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.52% | 40,113 | -1,673 | -4.00% | $10,619,521 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.49% | 16,465 | -1,108 | -6.31% | $10,073,053 |
| VISA INC | V | Financial Services | 0.49% | 27,981 | +1,034 | +3.84% | $10,054,413 |
Showing 30 of 679 holdings in the latest reporting period.