Aaron Wealth Advisors LLC Top Holdings and 13F Report (2026) About Aaron Wealth Advisors LLCInvestment ActivityAaron Wealth Advisors LLC has $1.76 billion in total holdings as of March 31, 2026.Aaron Wealth Advisors LLC owns shares of 690 different stocks, but just 120 companies or ETFs make up 80% of its holdings.Approximately 11.00% of the portfolio was purchased this quarter.About 13.07% of the portfolio was sold this quarter.This quarter, Aaron Wealth Advisors LLC has purchased 674 new stocks and bought additional shares in 225 stocks.Aaron Wealth Advisors LLC sold shares of 338 stocks and completely divested from 81 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $139,119,139NVIDIA $114,955,046Vanguard Russell 1000 Value ETF $101,887,391Vanguard Russell 1000 Growth ETF $94,670,451iShares 0-3 Month Treasury Bond ETF $65,165,371 Largest New Holdings this Quarter G0593M107 - AstraZeneca $1,310,330 Holding125269100 - CF Industries $836,689 Holding816851109 - Sempra Energy $602,648 Holding871607107 - Synopsys $595,909 Holding74762E102 - Quanta Services $573,726 Holding Largest Purchases this Quarter MBX BIOSCIENCES INC 1,098,176 shares (about $32.78M)iShares Core MSCI EAFE ETF 239,124 shares (about $21.65M)Vanguard Russell 1000 Value ETF 210,367 shares (about $19.72M)Vanguard Russell 1000 Growth ETF 141,741 shares (about $15.55M)First Trust Low Duration Opportunities ETF 151,890 shares (about $7.57M) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 510,753 shares (about $51.41M)Apple 32,944 shares (about $8.36M)NVIDIA 41,897 shares (about $7.31M)Amazon.com 25,042 shares (about $5.22M)Microsoft 13,791 shares (about $5.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAaron Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$139,119,139$21,647,905 â–²18.4%1,536,7187.9%ETFNVDANVIDIA$114,955,046$7,306,847 â–¼-6.0%659,1456.5%Computer and TechnologyVONVVanguard Russell 1000 Value ETF$101,887,391$19,719,817 â–²24.0%1,086,9145.8%ETFVONGVanguard Russell 1000 Growth ETF$94,670,451$15,547,584 â–²19.6%863,0725.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$65,165,371$51,412,397 â–¼-44.1%647,3813.7%ETFAMGNAmgen$61,480,510$3,129,354 â–²5.4%174,7353.5%MedicalGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$58,862,944$6,902,287 â–²13.3%1,067,1303.3%ETFAAPLApple$51,040,948$8,360,895 â–¼-14.1%201,1142.9%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$44,791,610$7,192,278 â–²19.1%642,1732.5%ETFMBX BIOSCIENCES INC$34,870,054$32,780,554 â–²1,568.8%1,168,1762.0%COMMSFTMicrosoft$34,531,889$5,105,046 â–¼-12.9%93,2862.0%Computer and TechnologyVBRVanguard Small-Cap Value ETF$32,799,858$2,764,732 â–²9.2%150,9771.9%ETFLMBSFirst Trust Low Duration Opportunities ETF$30,395,497$7,565,651 â–²33.1%610,2281.7%ManufacturingVBKVanguard Small-Cap Growth ETF$29,362,425$2,923,971 â–²11.1%97,1461.7%ETFGOOGLAlphabet$22,258,869$2,081,647 â–¼-8.6%77,4061.3%Computer and TechnologyAMZNAmazon.com$21,840,858$5,215,497 â–¼-19.3%104,8681.2%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$17,437,882$6,109,122 â–²53.9%51,5991.0%Computer and TechnologyGOOGAlphabet$16,316,597$2,074,285 â–¼-11.3%56,8800.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$15,520,364$34,468 â–¼-0.2%23,8650.9%FinanceAVGOBroadcom$13,647,534$2,822,731 â–¼-17.1%44,0940.8%Computer and TechnologyBRK.BBerkshire Hathaway$12,665,256$2,470,755 â–¼-16.3%26,4300.7%FinanceTOLZDJ Brookfield Global Infrastructure ETF$12,376,482$689,352 â–²5.9%206,3430.7%ETFWALMART INC$11,793,675$1,418,035 â–¼-10.7%94,8960.7%COMMETAMeta Platforms$11,453,470$4,627,959 â–¼-28.8%20,0190.7%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$10,762,241$400,124 â–²3.9%101,0530.6%ETFFCXFreeport-McMoRan$10,711,763$3,283,466 â–¼-23.5%182,2340.6%Basic MaterialsTSLATesla$10,577,775$2,257,266 â–¼-17.6%28,4540.6%Auto/Tires/TrucksLLYEli Lilly and Company$10,350,247$867,349 â–¼-7.7%11,2530.6%MedicalJPMJPMorgan Chase & Co.$10,278,316$1,552,293 â–¼-13.1%34,9410.6%FinanceJNJJohnson & Johnson$9,952,332$144,467 â–¼-1.4%40,7140.6%MedicalXOMExxonMobil$9,945,978$63,283 â–¼-0.6%58,6230.6%EnergyCATCaterpillar$8,553,506$174,995 â–¼-2.0%12,0730.5%IndustrialsVVisa$6,473,074$1,870,261 â–¼-22.4%21,4170.4%Business ServicesEFAiShares MSCI EAFE ETF$6,129,486$18,746 â–¼-0.3%63,1060.3%FinanceBMYBristol Myers Squibb$5,985,973$17,467 â–²0.3%98,6970.3%MedicalASMLASML$5,855,239$1,236,297 â–²26.8%4,4330.3%Computer and TechnologyCOSTCostco Wholesale$5,563,069$133,522 â–²2.5%5,5830.3%Retail/WholesaleVONEVanguard Russell 1000 ETF$5,337,577$2,193,052 â–¼-29.1%18,0860.3%ETFAMATApplied Materials$5,253,312$65,624 â–¼-1.2%15,3700.3%Computer and TechnologyCSCOCisco Systems$5,210,944$519,620 â–¼-9.1%67,1600.3%Computer and TechnologyMUMicron Technology$4,758,814$44,933 â–²1.0%14,0860.3%Computer and TechnologyVOOVanguard S&P 500 ETF$4,731,998$194,204 â–¼-3.9%7,9190.3%ETFABBVAbbVie$4,566,855$944,342 â–¼-17.1%20,9980.3%MedicalLAM RESEARCH CORP$4,519,573$1,129,199 â–¼-20.0%21,1530.3%COM NEWPGProcter & Gamble$4,244,539$6,355 â–²0.1%29,3860.2%Consumer StaplesIWFiShares Russell 1000 Growth ETF$4,243,106$21,746 â–¼-0.5%9,9510.2%ETFRTXRTX$4,173,105$226,470 â–¼-5.1%21,6330.2%AerospaceBACBank of America$3,982,973$449,963 â–¼-10.2%81,7020.2%FinanceMCKMcKesson$3,979,791$495,851 â–²14.2%4,5990.2%MedicalMAMastercard$3,979,563$2,030,257 â–¼-33.8%7,9640.2%Business ServicesNFLXNetflix$3,908,594$160,571 â–²4.3%40,6510.2%Consumer DiscretionaryCVXChevron$3,892,060$267,319 â–¼-6.4%18,8110.2%EnergyWMWaste Management$3,836,114$28,954 â–¼-0.7%16,6940.2%Business ServicesVUGVanguard Growth ETF$3,831,522$49,357 â–¼-1.3%8,7720.2%ETFIWDiShares Russell 1000 Value ETF$3,797,557$33,333 â–¼-0.9%17,7730.2%ETFIVViShares Core S&P 500 ETF$3,744,374$177,681 â–¼-4.5%5,7320.2%ETFUBERUber Technologies$3,733,527$83,079 â–¼-2.2%51,9050.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$3,700,299$1,211,491 â–¼-24.7%25,2960.2%CL ANVSNovartis$3,680,511$668,434 â–²22.2%24,0950.2%MedicalGSThe Goldman Sachs Group$3,637,757$116,747 â–¼-3.1%4,3000.2%FinanceKOCocaCola$3,634,049$99,093 â–¼-2.7%47,7850.2%Consumer StaplesBRK.ABerkshire Hathaway$3,590,7000.0%50.2%FinanceHSBCHSBC$3,555,484$869,280 â–²32.4%43,1020.2%FinanceMSMorgan Stanley$3,458,109$117,997 â–¼-3.3%21,0130.2%FinanceACWXiShares MSCI ACWI ex U.S. ETF$3,425,623$14,653 â–¼-0.4%50,0310.2%ManufacturingHDHome Depot$3,375,627$100,318 â–²3.1%10,2630.2%Retail/WholesaleGEGE Aerospace$3,333,446$1,137,918 â–¼-25.4%11,7470.2%AerospaceMRKMerck & Co., Inc.$3,270,566$148,197 â–¼-4.3%27,1890.2%MedicalORCLOracle$3,259,222$122,837 â–¼-3.6%22,1550.2%Computer and TechnologyMCDMcDonald's$3,253,661$327,883 â–¼-9.2%10,4690.2%Retail/WholesaleCCitigroup$3,249,990$177,033 â–¼-5.2%28,6570.2%Financial ServicesSHELShell$3,205,803$937,254 â–²41.3%34,4710.2%EnergyGE VERNOVA INC$3,193,068$399,788 â–²14.3%3,6580.2%COMAMDAdvanced Micro Devices$3,174,870$211,984 â–¼-6.3%15,6060.2%Computer and TechnologyPMPhilip Morris International$3,099,960$358,622 â–¼-10.4%18,7490.2%Consumer StaplesSCHWCharles Schwab$3,072,206$395,280 â–¼-11.4%32,6900.2%FinanceWFCWells Fargo & Company$2,994,457$262,952 â–¼-8.1%37,6140.2%FinanceETNEaton$2,973,131$110,884 â–¼-3.6%8,3120.2%IndustrialsRGLDRoyal Gold$2,919,255$59,551 â–¼-2.0%11,4710.2%Basic MaterialsTJXTJX Companies$2,896,639$69,629 â–¼-2.3%18,1380.2%Retail/WholesaleBABAAlibaba Group$2,855,721$1,061,517 â–²59.2%22,7620.2%Retail/WholesaleIBMInternational Business Machines$2,806,634$355,586 â–²14.5%11,5790.2%Computer and TechnologyLINDE PLC$2,785,675$93,203 â–²3.5%5,6190.2%SHSGILDGilead Sciences$2,686,775$151,774 â–¼-5.3%19,2780.2%MedicalKLACKLA$2,616,473$281,230 â–¼-9.7%1,7770.1%Computer and TechnologyINGING Group$2,546,648$393,850 â–²18.3%97,7600.1%FinanceUNHUnitedHealth Group$2,420,969$362,320 â–¼-13.0%8,9470.1%MedicalTMToyota Motor$2,392,087$412,592 â–²20.8%11,6070.1%Auto/Tires/TrucksMUFGMitsubishi UFJ Financial Group$2,367,892$549,217 â–²30.2%139,5340.1%FinanceMNSTMonster Beverage$2,357,124$396,429 â–¼-14.4%32,5300.1%Consumer StaplesCLColgate-Palmolive$2,328,995$185,205 â–¼-7.4%27,3260.1%Consumer StaplesCMICummins$2,312,948$1,614 â–¼-0.1%4,2990.1%Auto/Tires/TrucksTAT&T$2,310,938$247,894 â–¼-9.7%79,7150.1%Computer and TechnologyADIAnalog Devices$2,303,015$46,767 â–¼-2.0%7,2390.1%Computer and TechnologyTMOThermo Fisher Scientific$2,273,326$316,054 â–¼-12.2%4,6250.1%MedicalISRGIntuitive Surgical$2,260,679$634,908 â–¼-21.9%4,9030.1%MedicalVRTXVertex Pharmaceuticals$2,251,455$52,245 â–²2.4%5,0420.1%MedicalADPAutomatic Data Processing$2,235,386$245,035 â–¼-9.9%11,0020.1%Computer and TechnologyIWMiShares Russell 2000 ETF$2,234,5820.0%9,0100.1%FinanceGLWCorning$2,226,509$24,747 â–²1.1%16,3750.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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