Aaron Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Aaron Wealth Advisors Llc disclosed 678 stock positions valued at approximately $1.97B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, NVIDIA CORPORATION, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 678
- Portfolio Value
- $1.97B
Holdings by Sector
Aaron Wealth Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IEFA | Other | 7.90% | 1,610,916 | +74,198 | +4.83% | $155,582,287 |
| NVIDIA CORPORATION | NVDA | Technology | 6.74% | 662,775 | +178,630 | +36.90% | $132,614,838 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 5.27% | 976,287 | -110,627 | -10.18% | $103,789,107 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 5.18% | 797,921 | -65,151 | -7.55% | $101,982,372 |
| MBX BIOSCIENCES INC | MBX | Other | 3.27% | 1,167,799 | -377 | -0.03% | $64,462,505 |
| AMGEN INC | AMGN | Healthcare | 3.20% | 173,851 | -884 | -0.51% | $62,954,924 |
| ISHARES INC | IEMG | Other | 3.09% | 733,400 | +91,227 | +14.21% | $60,754,880 |
| APPLE INC | AAPL | Technology | 3.01% | 204,480 | +3,366 | +1.67% | $59,168,439 |
| FLEXSHARES TR | GUNR | Other | 2.82% | 1,125,256 | +58,126 | +5.45% | $55,452,649 |
| MICROSOFT CORP | MSFT | Technology | 1.81% | 95,430 | +2,144 | +2.30% | $35,597,497 |
| VANGUARD INDEX FDS | VBK | Other | 1.80% | 96,959 | -187 | -0.19% | $35,458,114 |
| VANGUARD INDEX FDS | VBR | Other | 1.75% | 142,094 | -8,883 | -5.88% | $34,527,584 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 1.57% | 619,993 | +9,765 | +1.60% | $30,863,261 |
| ALPHABET INC | GOOGL | Communication Services | 1.45% | 80,055 | +2,649 | +3.42% | $28,609,255 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.45% | 59,883 | +8,284 | +16.05% | $28,598,324 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.38% | 114,132 | +9,264 | +8.83% | $27,202,221 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.18% | 31,147 | +7,282 | +30.51% | $23,259,645 |
| ALPHABET INC | GOOG | Communication Services | 0.99% | 55,428 | -1,452 | -2.55% | $19,584,375 |
| BROADCOM INC | AVGO | Technology | 0.89% | 46,469 | +2,375 | +5.39% | $17,553,665 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.82% | 13,980 | -106 | -0.75% | $16,136,974 |
| ELI LILLY & CO | LLY | Healthcare | 0.70% | 11,530 | +277 | +2.46% | $13,829,526 |
| PROSHARES TR | TOLZ | Other | 0.64% | 213,382 | +7,039 | +3.41% | $12,647,180 |
| CATERPILLAR INC | CAT | Industrials | 0.64% | 11,790 | -283 | -2.34% | $12,555,575 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.64% | 24,984 | -1,446 | -5.47% | $12,502,068 |
| META PLATFORMS INC | META | Communication Services | 0.61% | 21,425 | +1,406 | +7.02% | $12,068,488 |
| TESLA INC | TSLA | Consumer Cyclical | 0.60% | 27,912 | -542 | -1.90% | $11,739,787 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.59% | 35,779 | +838 | +2.40% | $11,711,639 |
| ISHARES TR | SUB | Other | 0.57% | 105,380 | +4,327 | +4.28% | $11,219,902 |
| APPLIED MATLS INC | AMAT | Technology | 0.57% | 15,406 | +36 | +0.23% | $11,138,538 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.54% | 41,786 | +1,072 | +2.63% | $10,612,518 |
Showing 30 of 678 holdings in the latest reporting period.