Aaron Wealth Advisors LLC Top Holdings and 13F Report (2026) About Aaron Wealth Advisors LLCInvestment ActivityAaron Wealth Advisors LLC has $2.04 billion in total holdings as of September 30, 2026.Aaron Wealth Advisors LLC owns shares of 687 different stocks, but just 115 companies or ETFs make up 80% of its holdings.Approximately 6.98% of the portfolio was purchased this quarter.About 5.17% of the portfolio was sold this quarter.This quarter, Aaron Wealth Advisors LLC has purchased 688 new stocks and bought additional shares in 309 stocks.Aaron Wealth Advisors LLC sold shares of 261 stocks and completely divested from 88 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $165,472,716NVIDIA $151,917,905Vanguard Russell 1000 Value ETF $100,777,660Vanguard Russell 1000 Growth ETF $100,043,512Amgen $70,986,078 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $8,994,053 Holding78392B206 - SK HYNIX INC $1,110,425 Holding30609A109 - ONEOK INC NEW $839,227 Holding608190104 - Mohawk Industries $758,796 Holding46266C105 - IQVIA $748,478 Holding Largest Purchases this Quarter Berkshire Hathaway 27 shares (about $20.17M)iShares Core MSCI EAFE ETF 97,101 shares (about $9.41M)EXXONMOBIL HOLDINGS CORP 55,263 shares (about $8.99M)iShares Core MSCI Emerging Markets ETF 46,126 shares (about $3.74M)Alphabet 8,806 shares (about $3.00M) Largest Sales this Quarter Vanguard Russell 1000 Value ETF 49,170 shares (about $5.34M)iShares Short-Term National Muni Bond ETF 44,168 shares (about $4.62M)ISHARES TR 41,799 shares (about $4.21M)Vanguard Russell 1000 Growth ETF 21,969 shares (about $2.83M)Amgen 5,442 shares (about $2.29M) 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$165,472,716$9,407,147 ▲6.0%1,708,0178.1%ETFNVDANVIDIA$151,917,905$553,137 ▲0.4%665,1977.4%TechnologyVONVVanguard Russell 1000 Value ETF$100,777,660$5,344,781 ▼-5.0%927,1174.9%ETFVONGVanguard Russell 1000 Growth ETF$100,043,512$2,832,464 ▼-2.8%775,9524.9%ETFAMGNAmgen$70,986,078$2,293,857 ▼-3.1%168,4093.5%HealthcareAAPLApple$70,135,622$2,039,423 ▲3.0%210,6043.4%TechnologyMBX BIOSCIENCES INC$68,923,696$467,319 ▲0.7%1,175,7713.4%COMIEMGiShares Core MSCI Emerging Markets ETF$63,266,354$3,743,588 ▲6.3%779,5263.1%ETFGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$60,288,665$942,623 ▲1.6%1,143,1293.0%ETFMSFTMicrosoft$47,810,126$1,136,077 ▼-2.3%93,2152.3%TechnologyVBRVanguard Small-Cap Value ETF$33,745,590$917,425 ▲2.8%146,0651.7%ETFVBKVanguard Small-Cap Growth ETF$33,529,071$773,296 ▲2.4%99,2481.6%ETFAMZNAmazon.com$30,746,605$2,310,617 ▲8.1%123,4061.5%Consumer DiscretionaryLMBSFirst Trust Low Duration Opportunities ETF$30,376,330$331,466 ▲1.1%626,8331.5%ETFTSMTaiwan Semiconductor Manufacturing$30,158,721$2,840,695 ▲10.4%66,1101.5%TechnologyGOOGLAlphabet$27,190,234$355,091 ▼-1.3%79,0231.3%Communication ServicesBRK.ABerkshire Hathaway$23,904,160$20,169,135 ▲540.0%321.2%FinanceSPYSPDR S&P 500 ETF Trust$23,741,435$12,202 ▼-0.1%31,1311.2%ETFGOOGAlphabet$21,887,093$3,000,556 ▲15.9%64,2341.1%Communication ServicesAVGOBroadcom$16,961,775$642,327 ▲3.9%48,2980.8%TechnologyMUMicron Technology$15,631,554$741,317 ▲5.0%14,6760.8%TechnologyMETAMeta Platforms$14,723,330$813,652 ▼-5.2%20,3030.7%Communication ServicesLLYEli Lilly and Company$13,923,144$582,011 ▲4.4%12,0330.7%HealthcareBRK.BBerkshire Hathaway$13,789,554$1,348,480 ▲10.8%27,6920.7%FinanceTOLZDJ Brookfield Global Infrastructure ETF$12,285,727$667,891 ▲5.7%225,6490.6%ETFJPMJPMorgan Chase & Co.$12,181,609$344,728 ▲2.9%36,8210.6%FinanceFCXFreeport-McMoRan$11,181,468$606,061 ▼-5.1%159,7350.5%MaterialsJNJJohnson & Johnson$10,619,521$442,910 ▼-4.0%40,1130.5%HealthcareAMDAdvanced Micro Devices$10,073,053$677,859 ▼-6.3%16,4650.5%TechnologyVVisa$10,054,413$371,547 ▲3.8%27,9810.5%FinanceTSLATesla$9,914,101$10,644 ▲0.1%27,9420.5%Consumer DiscretionaryASMLASML$9,090,960$398,567 ▲4.6%5,0180.4%TechnologyEXXONMOBIL HOLDINGS CORP$8,994,053$8,994,053 ▲New Holding55,2630.4%COM SHSCATCaterpillar$8,946,565$612,978 ▼-6.4%11,0340.4%IndustrialsWALMART INC$8,264,134$1,454,049 ▼-15.0%79,5240.4%COMAMATApplied Materials$7,412,964$465,356 ▼-5.9%14,4960.4%TechnologyEFAiShares MSCI EAFE ETF$6,474,529$81,554 ▼-1.2%62,3210.3%ETFSUBiShares Short-Term National Muni Bond ETF$6,399,102$4,617,322 ▼-41.9%61,2120.3%ETFLAM RESEARCH CORP$6,389,233$193,165 ▼-2.9%19,4490.3%COM NEWCSCOCisco Systems$6,225,642$756,208 ▼-10.8%57,8430.3%TechnologyBMYBristol Myers Squibb$6,195,634$36,816 ▼-0.6%99,2890.3%HealthcareMAMastercard$5,918,677$662,901 ▲12.6%10,7320.3%FinanceIWDiShares Russell 1000 Value ETF$5,646,110$1,239,650 ▲28.1%22,7730.3%ETFVONEVanguard Russell 1000 ETF$5,513,392$630,908 ▼-10.3%16,0270.3%ETFABBVAbbVie$5,398,956$92,603 ▼-1.7%20,6390.3%HealthcareVOOVanguard S&P 500 ETF$5,334,245$19,624 ▼-0.4%7,6110.3%ETFPALANTIR TECHNOLOGIES INC$5,292,954$750,445 ▲16.5%28,2970.3%CL AKLACKLA$5,077,147$1,703,883 ▲50.5%26,0460.2%TechnologyIWFiShares Russell 1000 Growth ETF$4,949,398$25,678 ▼-0.5%39,5130.2%ETFCOSTCostco Wholesale$4,747,423$103,779 ▼-2.1%5,2150.2%Consumer StaplesINTCIntel$4,650,376$796,884 ▼-14.6%38,6790.2%TechnologyBACBank of America$4,568,528$149,519 ▲3.4%83,9340.2%FinanceHSBCHSBC$4,517,413$196,038 ▲4.5%45,4880.2%FinanceIVViShares Core S&P 500 ETF$4,188,343$277,282 ▼-6.2%5,4680.2%ETFMSMorgan Stanley$4,183,840$86,893 ▼-2.0%22,2450.2%FinanceVUGVanguard Growth ETF$4,180,563$424,238 ▼-9.2%46,3940.2%ETFUNHUnitedHealth Group$4,135,523$169,958 ▲4.3%11,2660.2%HealthcareGSThe Goldman Sachs Group$4,075,930$207,983 ▲5.4%4,5270.2%FinanceGEGE Aerospace$4,073,511$623,955 ▲18.1%13,0440.2%IndustrialsCVXChevron$4,043,898$69,842 ▼-1.7%19,8020.2%EnergyGE VERNOVA INC$3,972,157$586,461 ▲17.3%4,1790.2%COMCCitigroup$3,947,068$143,464 ▲3.8%30,4840.2%FinanceETNEaton$3,914,443$131,928 ▲3.5%9,1090.2%IndustrialsRTXRTX$3,913,235$109,351 ▼-2.7%21,0780.2%IndustrialsPANWPalo Alto Networks$3,913,106$1,065,983 ▲37.4%9,8490.2%TechnologyKOCoca-Cola$3,912,594$59,567 ▼-1.5%45,4530.2%Consumer StaplesLINDE PLC$3,824,730$546,322 ▲16.7%8,0580.2%SHSPMPhilip Morris International$3,758,009$193,110 ▲5.4%19,6940.2%Consumer StaplesSHELShell$3,696,590$126,512 ▲3.5%38,8910.2%EnergyNVSNovartis$3,662,053$124,891 ▲3.5%25,6860.2%HealthcarePGProcter & Gamble$3,630,278$18,160 ▼-0.5%24,9880.2%Consumer StaplesINGING Group$3,624,266$80,266 ▲2.3%102,0920.2%FinanceMUFGMitsubishi UFJ Financial Group$3,602,381$139,550 ▲4.0%156,1500.2%FinanceUBERUber Technologies$3,595,542$178,057 ▼-4.7%52,4820.2%IndustrialsMRKMerck & Co., Inc.$3,583,855$260,546 ▼-6.8%24,6630.2%HealthcareARISTA NETWORKS INC$3,364,528$89,580 ▼-2.6%16,5260.2%COM SHSWMWaste Management$3,326,547$97,270 ▼-2.8%16,3130.2%IndustrialsCRWDCrowdStrike$3,304,629$2,436,509 ▲280.7%12,4820.2%TechnologyTXG10x Genomics$3,279,074$1,078,176 ▼-24.7%36,2890.2%HealthcareNFLXNetflix$3,234,900$397,100 ▲14.0%46,4910.2%Communication ServicesSAPSAP$3,212,677$44,406 ▼-1.4%15,4100.2%TechnologySANDISK CORP$3,161,380$121,792 ▲4.0%1,8170.2%COMBHPBHP Group$3,040,287$165,016 ▲5.7%35,8350.1%MaterialsACWXiShares MSCI ACWI ex U.S. ETF$3,018,902$92,256 ▼-3.0%39,9220.1%ETFTXNTexas Instruments$2,976,516$187,940 ▼-5.9%10,6270.1%TechnologyBABAAlibaba Group$2,973,481$459,303 ▲18.3%27,6500.1%Consumer DiscretionaryMCKMcKesson$2,966,990$722,323 ▼-19.6%3,4750.1%HealthcareGILDGilead Sciences$2,946,719$54,701 ▲1.9%19,7700.1%HealthcareORCLOracle$2,946,595$268,147 ▼-8.3%21,4610.1%TechnologySANBanco Santander$2,903,207$165,255 ▲6.0%209,9210.1%FinanceQCOMQualcomm$2,838,265$384,644 ▲15.7%15,4220.1%TechnologyWFCWells Fargo & Company$2,814,190$150,416 ▼-5.1%35,1550.1%FinanceADPAutomatic Data Processing$2,792,209$319,220 ▼-10.3%10,8200.1%IndustrialsDELLDell Technologies$2,788,733$284,038 ▼-9.2%5,1840.1%TechnologyDEDeere & Company$2,737,886$96,054 ▼-3.4%4,0760.1%IndustrialsMNSTMonster Beverage$2,713,749$1,372,045 ▲102.3%65,2030.1%Consumer StaplesTMOThermo Fisher Scientific$2,694,125$213,316 ▲8.6%3,9910.1%HealthcareADIAnalog Devices$2,667,478$182,090 ▼-6.4%6,7240.1%TechnologySMFGSumitomo Mitsui Financial Group$2,646,111$17,230 ▲0.7%102,1270.1%FinanceVRTXVertex Pharmaceuticals$2,639,145$14,116 ▲0.5%5,0480.1%HealthcareShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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