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Aaron Wealth Advisors LLC

Portfolio Manager
Aaron Wealth Advisors LLC
Performance
-2.70% (2026 Q1)
AUM (13F)
$1.76B
# of Holdings
690
Performance Rank
Allocation (Top 20)
56.08%

Aaron Wealth Advisors LLC Holdings Map

Top 50 Aaron Wealth Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IEFA
ISHARES TR
8.04%1.54M$139.1M
+18.43%(+239.12K)
2025-Q1: 1.07M shares2025-Q2: 1.02M shares2025-Q3: 1.18M shares2025-Q4: 1.30M shares2026-Q1: 1.54M shares
$75.19(+29.18%)
2026-03-31
VONV
VANGUARD SCOTTSDALE FDS
5.89%1.09M$101.9M
+24.00%(+210.37K)
2025-Q1: 720.4K shares2025-Q2: 731.4K shares2025-Q3: 810.3K shares2025-Q4: 876.5K shares2026-Q1: 1.09M shares
$76.51(+34.55%)
2026-03-31
VONG
VANGUARD SCOTTSDALE FDS
5.47%863.1K$94.7M
+19.65%(+141.74K)
2025-Q1: 584.7K shares2025-Q2: 611.8K shares2025-Q3: 671.4K shares2025-Q4: 721.3K shares2026-Q1: 863.1K shares
$84.31(+51.80%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.88%484.1K$84.4M
-7.96%(-41.90K)
2025-Q1: 140.0K shares2025-Q2: 150.0K shares2025-Q3: 479.6K shares2025-Q4: 526.0K shares2026-Q1: 484.1K shares
$148.25(+52.33%)
2026-03-31
SGOV
ISHARES TR
3.76%647.4K$65.2M
-44.10%(-510.75K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 1.65M shares2025-Q4: 1.16M shares2026-Q1: 647.4K shares
$100.69(-0.18%)
2026-03-31
AMGN
AMGEN INC
3.55%174.7K$61.5M
+5.36%(+8.89K)
2025-Q1: 186.2K shares2025-Q2: 185.9K shares2025-Q3: 181.3K shares2025-Q4: 165.8K shares2026-Q1: 174.7K shares
$247.00(+36.21%)
2026-03-31
GUNR
FLEXSHARES TR
3.4%1.07M$58.9M
+13.28%(+125.13K)
2025-Q1: 582.1K shares2025-Q2: 599.1K shares2025-Q3: 894.3K shares2025-Q4: 942.0K shares2026-Q1: 1.07M shares
$42.76(+30.64%)
2026-03-31
AAPL
APPLE INC
2.95%201.1K$51.0M
-14.08%(-32.94K)
2025-Q1: 106.3K shares2025-Q2: 113.2K shares2025-Q3: 187.0K shares2025-Q4: 234.1K shares2026-Q1: 201.1K shares
$214.15(+39.56%)
2026-03-31
IEMG
ISHARES INC
2.59%642.2K$44.8M
+19.13%(+103.11K)
2025-Q1: 563.4K shares2025-Q2: 531.5K shares2025-Q3: 528.1K shares2025-Q4: 539.1K shares2026-Q1: 642.2K shares
$56.80(+44.46%)
2026-03-31
MBX
MBX BIOSCIENCES INC
2.01%1.17M$34.9M
+1568.82%(+1.10M)
2025-Q1: 50.0K shares2025-Q2: 50.0K shares2025-Q3: 50.0K shares2025-Q4: 70.0K shares2026-Q1: 1.17M shares
$29.83(+25.72%)
2026-03-31

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