Aaron Wealth Advisors Llc Portfolio Stock Holdings
Aaron Wealth Advisors Llc disclosed 690 stock positions valued at approximately $1.7 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD SCOTTSDALE FDS, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 690
- Portfolio Value
- $1.7B
Holdings by Sector
Aaron Wealth Advisors Llc Portfolio Holdings in Q1 2026
678 holdings in the latest reporting period.
Page 1 of 7
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IEFA | Other | 8.04% | 1,536,718 | +239,124 | +18.43% | $139,119,139 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 5.89% | 1,086,914 | +210,367 | +24.00% | $101,887,391 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 5.47% | 863,072 | +141,741 | +19.65% | $94,670,451 |
| NVIDIA CORPORATION | NVDA | Technology | 4.88% | 484,145 | -41,897 | -7.96% | $84,435,046 |
| ISHARES TR | SGOV | Other | 3.76% | 647,381 | -510,753 | -44.10% | $65,165,371 |
| AMGEN INC | AMGN | Healthcare | 3.55% | 174,735 | +8,894 | +5.36% | $61,480,510 |
| FLEXSHARES TR | GUNR | Other | 3.40% | 1,067,130 | +125,132 | +13.28% | $58,862,944 |
| APPLE INC | AAPL | Technology | 2.95% | 201,114 | -32,944 | -14.08% | $51,040,948 |
| ISHARES INC | IEMG | Other | 2.59% | 642,173 | +103,115 | +19.13% | $44,791,610 |
| MICROSOFT CORP | MSFT | Technology | 2.00% | 93,286 | -13,791 | -12.88% | $34,531,889 |
| VANGUARD INDEX FDS | VBR | Other | 1.89% | 150,977 | +12,726 | +9.20% | $32,799,858 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 1.76% | 610,228 | +151,890 | +33.14% | $30,395,497 |
| VANGUARD INDEX FDS | VBK | Other | 1.70% | 97,146 | +9,674 | +11.06% | $29,362,425 |
| ALPHABET INC | GOOGL | Communication Services | 1.29% | 77,406 | -7,239 | -8.55% | $22,258,869 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.26% | 104,868 | -25,042 | -19.28% | $21,840,858 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.01% | 51,599 | +18,077 | +53.93% | $17,437,882 |
| ALPHABET INC | GOOG | Communication Services | 0.94% | 56,880 | -7,231 | -11.28% | $16,316,597 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.90% | 23,865 | -53 | -0.22% | $15,520,364 |
| BROADCOM INC | AVGO | Technology | 0.79% | 44,094 | -9,120 | -17.14% | $13,647,534 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.73% | 26,430 | -5,156 | -16.32% | $12,665,256 |
| PROSHARES TR | TOLZ | Other | 0.72% | 206,343 | +11,493 | +5.90% | $12,376,482 |
| WALMART INC | WMT | Consumer Defensive | 0.68% | 94,896 | -11,410 | -10.73% | $11,793,675 |
| META PLATFORMS INC | META | Communication Services | 0.66% | 20,019 | -8,089 | -28.78% | $11,453,470 |
| ISHARES TR | SUB | Other | 0.62% | 101,053 | +3,757 | +3.86% | $10,762,241 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.62% | 182,234 | -55,860 | -23.46% | $10,711,763 |
| TESLA INC | TSLA | Consumer Cyclical | 0.61% | 28,454 | -6,072 | -17.59% | $10,577,775 |
| ELI LILLY & CO | LLY | Healthcare | 0.60% | 11,253 | -943 | -7.73% | $10,350,247 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.59% | 34,941 | -5,277 | -13.12% | $10,278,316 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.57% | 40,714 | -591 | -1.43% | $9,952,332 |
| EXXON MOBIL CORP | XOM | Energy | 0.57% | 58,623 | -373 | -0.63% | $9,945,978 |
| CATERPILLAR INC | CAT | Industrials | 0.49% | 12,073 | -247 | -2.00% | $8,553,506 |
| VISA INC | V | Financial Services | 0.37% | 21,417 | -6,188 | -22.42% | $6,473,074 |
| ISHARES TR | EFA | Other | 0.35% | 63,106 | -193 | -0.30% | $6,129,486 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.35% | 98,697 | +288 | +0.29% | $5,985,973 |
| ASML HLDG NV | ASML | Other | 0.34% | 4,433 | +936 | +26.77% | $5,855,239 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.32% | 5,583 | +134 | +2.46% | $5,563,069 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 0.31% | 18,086 | -7,431 | -29.12% | $5,337,577 |
| APPLIED MATLS INC | AMAT | Technology | 0.30% | 15,370 | -192 | -1.23% | $5,253,312 |
| CISCO SYS INC | CSCO | Technology | 0.30% | 67,160 | -6,697 | -9.07% | $5,210,944 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.27% | 14,086 | +133 | +0.95% | $4,758,814 |
| VANGUARD INDEX FDS | VOO | Other | 0.27% | 7,919 | -325 | -3.94% | $4,731,998 |
| ABBVIE INC | ABBV | Healthcare | 0.26% | 20,998 | -4,342 | -17.13% | $4,566,855 |
| LAM RESEARCH CORP | LRCX | Other | 0.26% | 21,153 | -5,285 | -19.99% | $4,519,573 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.25% | 29,386 | +44 | +0.15% | $4,244,539 |
| ISHARES TR | IWF | Other | 0.25% | 9,951 | -51 | -0.51% | $4,243,106 |
| RTX CORPORATION | RTX | Industrials | 0.24% | 21,633 | -1,174 | -5.15% | $4,173,105 |
| BANK AMERICA CORP | BAC | Financial Services | 0.23% | 81,702 | -9,230 | -10.15% | $3,982,973 |
| MCKESSON CORP | MCK | Healthcare | 0.23% | 4,599 | +573 | +14.23% | $3,979,791 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.23% | 7,964 | -4,063 | -33.78% | $3,979,563 |
| NETFLIX INC. | NFLX | Communication Services | 0.23% | 40,651 | +1,670 | +4.28% | $3,908,594 |
| CHEVRON CORPORATION | CVX | Energy | 0.22% | 18,811 | -1,292 | -6.43% | $3,892,060 |
| WASTE MGMT INC DEL | WM | Industrials | 0.22% | 16,694 | -126 | -0.75% | $3,836,114 |
| VANGUARD INDEX FDS | VUG | Other | 0.22% | 8,772 | -113 | -1.27% | $3,831,522 |
| ISHARES TR | IWD | Other | 0.22% | 17,773 | -156 | -0.87% | $3,797,557 |
| ISHARES TR | IVV | Other | 0.22% | 5,732 | -272 | -4.53% | $3,744,374 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.22% | 51,905 | -1,155 | -2.18% | $3,733,527 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.21% | 25,296 | -8,282 | -24.66% | $3,700,299 |
| NOVARTIS AG | NVS | Healthcare | 0.21% | 24,095 | +4,376 | +22.19% | $3,680,511 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.21% | 4,300 | -138 | -3.11% | $3,637,757 |
| COCA COLA CO | KO | Consumer Defensive | 0.21% | 47,785 | -1,303 | -2.65% | $3,634,049 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.21% | 5 | - | - | $3,590,700 |
| HSBC HLDGS PLC | HSBC | Financial Services | 0.21% | 43,102 | +10,538 | +32.36% | $3,555,484 |
| MORGAN STANLEY | MS | Financial Services | 0.20% | 21,013 | -717 | -3.30% | $3,458,109 |
| ISHARES TR | ACWX | Other | 0.20% | 50,031 | -214 | -0.43% | $3,425,623 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.20% | 10,263 | +305 | +3.06% | $3,375,627 |
| GE AEROSPACE | GE | Industrials | 0.19% | 11,747 | -4,010 | -25.45% | $3,333,446 |
| MERCK & CO INC | MRK | Healthcare | 0.19% | 27,189 | -1,232 | -4.33% | $3,270,566 |
| ORACLE CORP | ORCL | Technology | 0.19% | 22,155 | -835 | -3.63% | $3,259,222 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.19% | 10,469 | -1,055 | -9.15% | $3,253,661 |
| CITIGROUP INC | C | Financial Services | 0.19% | 28,657 | -1,561 | -5.17% | $3,249,990 |
| SHELL PLC | SHEL | Energy | 0.19% | 34,471 | +10,078 | +41.32% | $3,205,803 |
| GE VERNOVA INC | GEV | Utilities | 0.18% | 3,658 | +458 | +14.31% | $3,193,068 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.18% | 15,606 | -1,042 | -6.26% | $3,174,870 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.18% | 18,749 | -2,169 | -10.37% | $3,099,960 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.18% | 32,690 | -4,206 | -11.40% | $3,072,206 |
| WELLS FARGO & CO | WFC | Financial Services | 0.17% | 37,614 | -3,303 | -8.07% | $2,994,457 |
| EATON CORP PLC | ETN | Other | 0.17% | 8,312 | -310 | -3.60% | $2,973,131 |
| ROYAL GOLD INC | RGLD | Basic Materials | 0.17% | 11,471 | -234 | -2.00% | $2,919,255 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.17% | 18,138 | -436 | -2.35% | $2,896,639 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.16% | 22,762 | +8,461 | +59.16% | $2,855,721 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.16% | 11,579 | +1,467 | +14.51% | $2,806,634 |
| LINDE PLC | LIN | Other | 0.16% | 5,619 | +188 | +3.46% | $2,785,675 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.16% | 19,278 | -1,089 | -5.35% | $2,686,775 |
| KLA CORP | KLAC | Technology | 0.15% | 1,777 | -191 | -9.71% | $2,616,473 |
| ING GROEP N.V. | ING | Financial Services | 0.15% | 97,760 | +15,119 | +18.29% | $2,546,648 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.14% | 8,947 | -1,339 | -13.02% | $2,420,969 |
| TOYOTA MOTOR CORP | TM | Consumer Cyclical | 0.14% | 11,607 | +2,002 | +20.84% | $2,392,087 |
| MITSUBISHI UFJ FINANCIAL GRO | MUFG | Financial Services | 0.14% | 139,534 | +32,364 | +30.20% | $2,367,892 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 0.14% | 32,530 | -5,471 | -14.40% | $2,357,124 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.13% | 27,326 | -2,173 | -7.37% | $2,328,995 |
| CUMMINS INC | CMI | Industrials | 0.13% | 4,299 | -3 | -0.07% | $2,312,948 |
| AT&T INC | T | Communication Services | 0.13% | 79,715 | -8,551 | -9.69% | $2,310,938 |
| ANALOG DEVICES INC | ADI | Technology | 0.13% | 7,239 | -147 | -1.99% | $2,303,015 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.13% | 4,625 | -643 | -12.21% | $2,273,326 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.13% | 4,903 | -1,377 | -21.93% | $2,260,679 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.13% | 5,042 | +117 | +2.38% | $2,251,455 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.13% | 11,002 | -1,206 | -9.88% | $2,235,386 |
| ISHARES TR | IWM | Other | 0.13% | 9,010 | - | - | $2,234,582 |
| CORNING INC | GLW | Technology | 0.13% | 16,375 | +182 | +1.12% | $2,226,509 |
| BANCO SANTANDER SA | SAN | Financial Services | 0.13% | 196,165 | +50,967 | +35.10% | $2,212,741 |
Aaron Wealth Advisors Llc Options Holdings in Q1 2026
1 options positions in the latest reporting period.
Page 1 of 1
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | NVDA | NVIDIA Corporation | PUT | 175,000 | $30,520,000 |
Notional value represents the total exposure of the options position.