Q3 2026 13F · SEC CIK 1812198

Aaron Wealth Advisors LLC

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.0B
Reported positions: 687
Top holdings a year, 3 yrs: +19.1%
Assets under management: $4.3B

Aaron Wealth Advisors LLC is a wealth manager that reported 687 positions worth $2.0B in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Ishares Tr (IEFA, 8.1%), Nvidia Corporation (NVDA, 7.4%), Vanguard Scottsdale Fds (VONV, 4.9%). A portfolio copying its top holdings returned 19.1% a year over the last 3 years, against 20.4% for the S&P 500.

Aaron Wealth Advisors LLC holdings largest 50 of 687 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Aaron Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IEFAIshares Tr	8.1%	7.9%	1,708,017	+6.0%	$165.5M
NVDANvidia Corporation	7.4%	6.7%	665,197	+0.4%	$151.9M
VONVVanguard Scottsdale Fds	4.9%	5.3%	927,117	-5.0%	$100.8M
VONGVanguard Scottsdale Fds	4.9%	5.2%	775,952	-2.8%	$100.0M
AMGNAmgen Inc	3.5%	3.2%	168,409	-3.1%	$71.0M
AAPLApple Inc	3.4%	3.0%	210,604	+3.0%	$70.1M
MBXMbx Biosciences Inc	3.4%	3.3%	1,175,771	+0.7%	$68.9M
IEMGIshares Inc	3.1%	3.1%	779,526	+6.3%	$63.3M
GUNRNorthern Trust Global Natural	3.0%	2.8%	1,143,129	+1.6%	$60.3M
MSFTMicrosoft Corp	2.3%	1.8%	93,215	-2.3%	$47.8M
VBRVanguard Index Fds	1.7%	1.8%	146,065	+2.8%	$33.7M
VBKVanguard Index Fds	1.6%	1.8%	99,248	+2.4%	$33.5M
AMZNAmazon Com Inc	1.5%	1.4%	123,406	+8.1%	$30.7M
LMBSFirst Tr Exchange-Traded Fd	1.5%	1.6%	626,833	+1.1%	$30.4M
TSMTaiwan Semiconductor Manufac	1.5%	1.5%	66,110	+10.4%	$30.2M
GOOGLAlphabet Inc	1.3%	1.5%	79,023	-1.3%	$27.2M
BRK-ABerkshire Hathaway Inc Del	1.2%	—	32	—	$23.9M
SPYState Str Spdr S&p 500 ETF T	1.2%	1.2%	31,131	-0.1%	$23.7M
GOOGAlphabet Inc	1.1%	1.0%	64,234	+15.9%	$21.9M
AVGOBroadcom Inc	0.8%	0.9%	48,298	+3.9%	$17.0M
MUMicron Technology Inc	0.8%	0.8%	14,676	+5.0%	$15.6M
METAMeta Platforms Inc	0.7%	0.6%	20,303	-5.2%	$14.7M
LLYEli Lilly & Co	0.7%	0.7%	12,033	+4.4%	$13.9M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.6%	27,692	+10.8%	$13.8M
TOLZProshares Tr	0.6%	0.6%	225,649	+5.7%	$12.3M
JPMJpmorgan Chase & Co	0.6%	0.6%	36,821	+2.9%	$12.2M
FCXFreeport Mcmoran Inc	0.5%	0.5%	159,735	-5.1%	$11.2M
JNJJohnson & Johnson	0.5%	0.5%	40,113	-4.0%	$10.6M
AMDAdvanced Micro Devices Inc	0.5%	0.5%	16,465	-6.3%	$10.1M
VVisa Inc	0.5%	0.5%	27,981	+3.8%	$10.1M
TSLATesla Inc	0.5%	0.6%	27,942	+0.1%	$9.9M
ASMLAsml Hldg NV	0.4%	0.5%	5,018	+4.6%	$9.1M
XOMExxonmobil Holdings Corp	0.4%	—	55,263	—	$9.0M
CATCaterpillar Inc	0.4%	0.6%	11,034	-6.4%	$8.9M
WMTWalmart Inc	0.4%	0.5%	79,524	-15.0%	$8.3M
AMATApplied Matls Inc	0.4%	0.6%	14,496	-5.9%	$7.4M
EFAIshares Tr	0.3%	0.3%	62,321	-1.2%	$6.5M
SUBIshares Tr	0.3%	0.6%	61,212	-41.9%	$6.4M
LRCXLam Research Corp	0.3%	0.4%	19,449	-2.9%	$6.4M
CSCOCisco Sys Inc	0.3%	0.4%	57,843	-10.8%	$6.2M
BMYBristol-Myers Squibb Co	0.3%	0.3%	99,289	-0.6%	$6.2M
MAMastercard Incorporated	0.3%	0.2%	10,732	+12.6%	$5.9M
IWDIshares Tr	0.3%	—	22,773	—	$5.6M
VONEVanguard Scottsdale Fds	0.3%	0.3%	16,027	-10.3%	$5.5M
ABBVAbbvie Inc	0.3%	0.3%	20,639	-1.7%	$5.4M
VOOVanguard Index Fds	0.3%	0.3%	7,611	-0.4%	$5.3M
PLTRPalantir Technologies Inc	0.3%	—	28,297	—	$5.3M
KLACKla Corp	0.2%	0.3%	26,046	+50.5%	$5.1M
IWFIshares Tr	0.2%	0.3%	39,513	-0.5%	$4.9M
COSTCostco Wholesale Corporation	0.2%	0.3%	5,215	-2.1%	$4.7M

What Aaron Wealth Advisors LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+50.5% shares
GOOG Alphabet Inc+15.9% shares
MA Mastercard Incorporated+12.6% shares
BRK-B Berkshire Hathaway Inc Del+10.8% shares
TSM Taiwan Semiconductor Manufac+10.4% shares
AMZN Amazon Com Inc+8.1% shares
IEMG Ishares Inc+6.3% shares
IEFA Ishares Tr+6.0% shares

Reduced

SUB Ishares Tr-41.9% shares
WMT Walmart Inc-15.0% shares
CSCO Cisco Sys Inc-10.8% shares
VONE Vanguard Scottsdale Fds-10.3% shares
CAT Caterpillar Inc-6.4% shares
AMD Advanced Micro Devices Inc-6.3% shares
AMAT Applied Matls Inc-5.9% shares
META Meta Platforms Inc-5.2% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.0% /yr; S&P 500 +20.1%
3 years: +19.1% /yr; S&P 500 +20.4%
5 years: +9.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$2.0B	687
Q2 2026	$2.0B	688
Q1 2026	$1.7B	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

Questions about Aaron Wealth Advisors LLC's portfolio

What stocks does Aaron Wealth Advisors LLC own?

Aaron Wealth Advisors LLC's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 687 positions worth $2.0B. The largest are Ishares Tr (IEFA) at 8.1%, Nvidia Corporation (NVDA) at 7.4%, Vanguard Scottsdale Fds (VONV) at 4.9%, Vanguard Scottsdale Fds (VONG) at 4.9% and Amgen Inc (AMGN) at 3.5%.

What did Aaron Wealth Advisors LLC buy last quarter?

In Q3 2026, Aaron Wealth Advisors LLC added Kla Corp (KLAC) (+50.5% shares), Alphabet Inc (GOOG) (+15.9% shares) and Mastercard Incorporated (MA) (+12.6% shares), compared with its Q2 2026 filing.

What did Aaron Wealth Advisors LLC sell last quarter?

In Q3 2026, Aaron Wealth Advisors LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Intel Corp (INTC), cut from its top 50 Ishares Tr (SGOV), cut from its top 50 Home Depot Inc (HD), Ishares Tr (SUB) (-41.9% shares), Walmart Inc (WMT) (-15.0% shares) and Cisco Sys Inc (CSCO) (-10.8% shares), compared with its Q2 2026 filing.

How has Aaron Wealth Advisors LLC's portfolio performed?

A portfolio copying Aaron Wealth Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.0% against +20.1%. Over 5 years: +9.6% a year against +11.6%.

When is Aaron Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Aaron Wealth Advisors LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Aaron Wealth Advisors LLC manage?

Aaron Wealth Advisors LLC reported $4.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.0B.