Aaron Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Aaron Wealth Advisors LLC

Investment Activity

Aaron Wealth Advisors LLC has $1.97 billion in total holdings as of June 30, 2026.
Aaron Wealth Advisors LLC owns shares of 688 different stocks, but just 120 companies or ETFs make up 80% of its holdings.
Approximately 6.82% of the portfolio was purchased this quarter.
About 7.45% of the portfolio was sold this quarter.
This quarter, Aaron Wealth Advisors LLC has purchased 690 new stocks and bought additional shares in 341 stocks.
Aaron Wealth Advisors LLC sold shares of 228 stocks and completely divested from 91 stocks this quarter.

Largest Holdings

iShares Core MSCI EAFE ETF: $155,582,287
NVIDIA: $132,614,838
Vanguard Russell 1000 Value ETF: $103,789,107
Vanguard Russell 1000 Growth ETF: $101,982,372
MBX BIOSCIENCES INC: $64,462,505

Largest New Holdings this Quarter

78468R556 - SPDR S&P Oil & Gas Exploration & Production ETF: $1,018,116 Holding
G2004J103 - CARNIVAL CORP LTD: $745,220 Holding
438516205 - HONEYWELL INTL INC: $716,704 Holding
43849R105 - HONEYWELL AEROSPACE INC: $707,677 Holding
500754106 - Kraft Heinz: $619,482 Holding

Largest Purchases this Quarter

iShares Core MSCI Emerging Markets ETF: 91,227 shares (about $7.56M)
iShares Core MSCI EAFE ETF: 74,198 shares (about $7.17M)
SPDR S&P 500 ETF Trust: 7,282 shares (about $5.44M)
KLA: 15,528 shares (about $4.68M)
Taiwan Semiconductor Manufacturing: 8,284 shares (about $3.96M)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF: 596,343 shares (about $60.03M)
Vanguard Russell 1000 Value ETF: 110,627 shares (about $11.76M)
Vanguard Russell 1000 Growth ETF: 65,151 shares (about $8.33M)
Vanguard Small-Cap Value ETF: 8,883 shares (about $2.16M)
Ecolab: 4,210 shares (about $1.17M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IEFA iShares Core MSCI EAFE ETF	$155,582,287	$7,166,044 â–²	4.8%	1,610,916	7.9%	ETF
NVDA NVIDIA	$132,614,838	$726,328 â–²	0.6%	662,775	6.7%	Computer and Technology
VONV Vanguard Russell 1000 Value ETF	$103,789,107	$11,760,760 â–¼	-10.2%	976,287	5.3%	ETF
VONG Vanguard Russell 1000 Growth ETF	$101,982,372	$8,326,957 â–¼	-7.5%	797,921	5.2%	ETF
MBX BIOSCIENCES INC	$64,462,505	$20,810 â–¼	0.0%	1,167,799	3.3%	COM
AMGN Amgen	$62,954,924	$320,114 â–¼	-0.5%	173,851	3.2%	Medical
IEMG iShares Core MSCI Emerging Markets ETF	$60,754,880	$7,557,248 â–²	14.2%	733,400	3.1%	ETF
AAPL Apple	$59,168,439	$973,988 â–²	1.7%	204,480	3.0%	Computer and Technology
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund	$55,452,649	$2,864,451 â–²	5.4%	1,125,256	2.8%	ETF
MSFT Microsoft	$35,597,497	$799,759 â–²	2.3%	95,430	1.8%	Computer and Technology
VBK Vanguard Small-Cap Growth ETF	$35,458,114	$68,386 â–¼	-0.2%	96,959	1.8%	ETF
VBR Vanguard Small-Cap Value ETF	$34,527,584	$2,158,490 â–¼	-5.9%	142,094	1.8%	ETF
LMBS First Trust Low Duration Opportunities ETF	$30,863,261	$486,102 â–²	1.6%	619,993	1.6%	Manufacturing
GOOGL Alphabet	$28,609,255	$946,673 â–²	3.4%	80,055	1.5%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$28,598,324	$3,956,190 â–²	16.1%	59,883	1.5%	Computer and Technology
AMZN Amazon.com	$27,202,221	$2,207,982 â–²	8.8%	114,132	1.4%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$23,259,645	$5,437,979 â–²	30.5%	31,147	1.2%	Finance
GOOG Alphabet	$19,584,375	$513,035 â–¼	-2.6%	55,428	1.0%	Computer and Technology
AVGO Broadcom	$17,553,665	$897,156 â–²	5.4%	46,469	0.9%	Computer and Technology
MU Micron Technology	$16,136,974	$122,355 â–¼	-0.8%	13,980	0.8%	Computer and Technology
LLY Eli Lilly and Company	$13,829,526	$332,244 â–²	2.5%	11,530	0.7%	Medical
TOLZ DJ Brookfield Global Infrastructure ETF	$12,647,180	$417,202 â–²	3.4%	213,382	0.6%	ETF
CAT Caterpillar	$12,555,575	$301,376 â–¼	-2.3%	11,790	0.6%	Industrials
BRK.B Berkshire Hathaway	$12,502,068	$723,583 â–¼	-5.5%	24,984	0.6%	Finance
META Meta Platforms	$12,068,488	$791,986 â–²	7.0%	21,425	0.6%	Computer and Technology
TSLA Tesla	$11,739,787	$227,965 â–¼	-1.9%	27,912	0.6%	Auto/Tires/Trucks
JPM JPMorgan Chase & Co.	$11,711,639	$274,305 â–²	2.4%	35,779	0.6%	Finance
SUB iShares Short-Term National Muni Bond ETF	$11,219,902	$460,700 â–²	4.3%	105,380	0.6%	ETF
AMAT Applied Materials	$11,138,538	$26,028 â–²	0.2%	15,406	0.6%	Computer and Technology
JNJ Johnson & Johnson	$10,612,518	$272,259 â–²	2.6%	41,786	0.5%	Medical
WALMART INC	$10,591,622	$156,299 â–¼	-1.5%	93,516	0.5%	COM
FCX Freeport-McMoRan	$10,590,294	$870,465 â–¼	-7.6%	168,393	0.5%	Basic Materials
AMD Advanced Micro Devices	$10,208,734	$1,142,695 â–²	12.6%	17,573	0.5%	Computer and Technology
ASML ASML	$9,545,333	$726,146 â–²	8.2%	4,798	0.5%	Computer and Technology
V Visa	$9,245,246	$1,897,288 â–²	25.8%	26,947	0.5%	Business Services
LAM RESEARCH CORP	$8,682,685	$483,599 â–¼	-5.3%	20,037	0.4%	COM NEW
XOM ExxonMobil	$8,115,426	$100,489 â–²	1.3%	59,358	0.4%	Energy
CSCO Cisco Systems	$7,619,513	$269,101 â–¼	-3.4%	64,869	0.4%	Computer and Technology
EFA iShares MSCI EAFE ETF	$6,555,451		0.0%	63,106	0.3%	Finance
INTC Intel	$6,326,216	$126,644 â–²	2.0%	45,307	0.3%	Computer and Technology
VONE Vanguard Russell 1000 ETF	$6,049,899	$76,212 â–¼	-1.2%	17,861	0.3%	ETF
BMY Bristol Myers Squibb	$5,755,028	$68,107 â–²	1.2%	99,879	0.3%	Medical
ABBV AbbVie	$5,282,679	$1,258 â–¼	0.0%	20,993	0.3%	Medical
VOO Vanguard S&P 500 ETF	$5,246,542	$192,307 â–¼	-3.5%	7,639	0.3%	ETF
KLAC KLA	$5,221,092	$4,684,953 â–²	873.8%	17,305	0.3%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$5,137,995	$60,033,844 â–¼	-92.1%	51,038	0.3%	ETF
HD Home Depot	$5,052,038	$1,432,304 â–²	39.6%	14,324	0.3%	Retail/Wholesale
COST Costco Wholesale	$4,985,120	$237,609 â–¼	-4.5%	5,329	0.3%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$4,931,784	$3,696,168 â–²	299.1%	39,718	0.3%	ETF
MA Mastercard	$4,894,887	$804,343 â–²	19.7%	9,530	0.2%	Business Services
MS Morgan Stanley	$4,746,671	$354,114 â–²	8.1%	22,707	0.2%	Finance
BAC Bank of America	$4,626,035	$29,345 â–¼	-0.6%	81,187	0.2%	Finance
UNH UnitedHealth Group	$4,490,051	$771,409 â–²	20.7%	10,803	0.2%	Medical
GLW Corning	$4,478,965	$296,299 â–²	7.1%	17,535	0.2%	Computer and Technology
VUG Vanguard Growth ETF	$4,401,926	$3,646,306 â–²	482.6%	51,102	0.2%	ETF
IVV iShares Core S&P 500 ETF	$4,366,557	$73,400 â–²	1.7%	5,830	0.2%	ETF
GS The Goldman Sachs Group	$4,344,846	$4,045 â–¼	-0.1%	4,296	0.2%	Finance
IWD iShares Russell 1000 Value ETF	$4,308,708		0.0%	17,773	0.2%	ETF
GE VERNOVA INC	$4,184,851	$112,787 â–¼	-2.6%	3,562	0.2%	COM
HSBC HSBC	$4,137,746	$39,177 â–²	1.0%	43,514	0.2%	Finance
GE GE Aerospace	$4,128,222	$261,985 â–¼	-6.0%	11,046	0.2%	Aerospace
C Citigroup	$4,111,465	$100,631 â–²	2.5%	29,376	0.2%	Financial Services
RTX RTX	$4,110,982	$6,451 â–²	0.2%	21,667	0.2%	Aerospace
UBER Uber Technologies	$3,974,645	$229,180 â–²	6.1%	55,081	0.2%	Computer and Technology
SANDISK CORP	$3,972,206	$90,949 â–¼	-2.2%	1,747	0.2%	COM
NVS Novartis	$3,888,223	$112,055 â–²	3.0%	24,810	0.2%	Medical
ETN Eaton	$3,750,921	$208,811 â–²	5.9%	8,802	0.2%	Industrials
KO CocaCola	$3,750,204	$133,283 â–¼	-3.4%	46,145	0.2%	Consumer Staples
BRK.A Berkshire Hathaway	$3,744,250		0.0%	5	0.2%	Finance
WM Waste Management	$3,742,155	$21,396 â–²	0.6%	16,790	0.2%	Business Services
PG Procter & Gamble	$3,682,593	$626,597 â–¼	-14.5%	25,113	0.2%	Consumer Staples
LINDE PLC	$3,584,319	$668,395 â–²	22.9%	6,907	0.2%	SHS
ORCL Oracle	$3,431,322	$184,506 â–²	5.7%	23,414	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$3,399,638	$94,192 â–¼	-2.7%	26,456	0.2%	Medical
PM Philip Morris International	$3,379,761	$12,121 â–¼	-0.4%	18,682	0.2%	Consumer Staples
TXN Texas Instruments	$3,367,595	$536,228 â–²	18.9%	11,298	0.2%	Computer and Technology
CVX Chevron	$3,339,167	$220,965 â–²	7.1%	20,144	0.2%	Energy
MCK McKesson	$3,264,948	$210,057 â–¼	-6.0%	4,321	0.2%	Medical
IBM International Business Machines	$3,252,475	$3,656 â–¼	-0.1%	11,566	0.2%	Computer and Technology
ING ING Group	$3,132,697	$64,988 â–²	2.1%	99,831	0.2%	Finance
ACWX iShares MSCI ACWI ex U.S. ETF	$3,131,318	$676,542 â–¼	-17.8%	41,142	0.2%	Manufacturing
MNST Monster Beverage	$3,098,620	$28,163 â–¼	-0.9%	32,237	0.2%	Consumer Staples
WFC Wells Fargo & Company	$3,060,513	$47,932 â–¼	-1.5%	37,034	0.2%	Finance
CMI Cummins	$3,029,716	$36,374 â–¼	-1.2%	4,248	0.2%	Auto/Tires/Trucks
MUFG Mitsubishi UFJ Financial Group	$2,985,509	$210,178 â–²	7.6%	150,101	0.2%	Finance
TJX TJX Companies	$2,982,732	$234,825 â–²	8.5%	19,688	0.2%	Retail/Wholesale
WDC Western Digital	$2,941,306	$272,095 â–²	10.2%	4,605	0.1%	Computer and Technology
SHEL Shell	$2,912,402	$239,521 â–²	9.0%	37,560	0.1%	Energy
NFLX Netflix	$2,911,978	$9,496 â–²	0.3%	40,784	0.1%	Consumer Discretionary
ARISTA NETWORKS INC	$2,882,184	$327,699 â–²	12.8%	16,966	0.1%	COM SHS
ADI Analog Devices	$2,852,872	$22,242 â–¼	-0.8%	7,183	0.1%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$2,833,331	$117,953 â–¼	-4.0%	24,285	0.1%	CL A
BHP BHP Group	$2,823,410	$331,828 â–²	13.3%	33,890	0.1%	Basic Materials
CVS CVS Health	$2,742,666	$154,554 â–²	6.0%	26,512	0.1%	Medical
SAN Banco Santander	$2,732,014	$24,937 â–²	0.9%	197,972	0.1%	Finance
IWM iShares Russell 2000 ETF	$2,707,178		0.0%	9,010	0.1%	Finance
ADP Automatic Data Processing	$2,700,165	$236,267 â–²	9.6%	12,057	0.1%	Computer and Technology
MRVL Marvell Technology	$2,681,308	$829,624 â–²	44.8%	9,001	0.1%	Computer and Technology
DE Deere & Company	$2,676,795	$255,054 â–²	10.5%	4,219	0.1%	Industrials
CL Colgate-Palmolive	$2,672,197	$166,949 â–²	6.7%	29,147	0.1%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Aaron Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Aaron Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Aaron Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Aaron Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAaron Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools