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Aaron Wealth Advisors 13F Portfolio

Portfolio Manager
Aaron Wealth Advisors LLC
Performance
+4.82% (2026 Q3)
AUM (13F)
$2.04B
# of Holdings
687
Performance Rank
Allocation (Top 20)
57.34%
Latest filing
Q3 2026

Aaron Wealth Advisors LLC Holdings Map

Top 50 Aaron Wealth Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IEFA
ISHARES TR
8.1%1.71M$165.5M
+6.03%(+97.10K)
2025-Q3: 1.18M shares2025-Q4: 1.30M shares2026-Q1: 1.54M shares2026-Q2: 1.61M shares2026-Q3: 1.71M shares
$77.15(+24.38%)
2026-09-30
NVDA
NVIDIA CORPORATION
7.43%665.2K$151.9M
+0.37%(+2.42K)
2025-Q3: 479.6K shares2025-Q4: 526.0K shares2026-Q1: 484.1K shares2026-Q2: 662.8K shares2026-Q3: 665.2K shares
$157.73(+37.64%)
2026-09-30
VONV
VANGUARD SCOTTSDALE FDS
4.93%927.1K$100.8M
-5.04%(-49.17K)
2025-Q3: 810.3K shares2025-Q4: 876.5K shares2026-Q1: 1.09M shares2026-Q2: 976.3K shares2026-Q3: 927.1K shares
$76.51(+46.44%)
2026-09-30
VONG
VANGUARD SCOTTSDALE FDS
4.9%776.0K$100.0M
-2.75%(-21.97K)
2025-Q3: 671.4K shares2025-Q4: 721.3K shares2026-Q1: 863.1K shares2026-Q2: 797.9K shares2026-Q3: 776.0K shares
$84.31(+49.71%)
2026-09-30
AMGN
AMGEN INC
3.47%168.4K$71.0M
-3.13%(-5.44K)
2025-Q3: 181.3K shares2025-Q4: 165.8K shares2026-Q1: 174.7K shares2026-Q2: 173.9K shares2026-Q3: 168.4K shares
$247.00(+72.04%)
2026-09-30
AAPL
APPLE INC
3.43%210.6K$70.1M
+2.99%(+6.12K)
2025-Q3: 187.0K shares2025-Q4: 234.1K shares2026-Q1: 201.1K shares2026-Q2: 204.5K shares2026-Q3: 210.6K shares
$217.83(+57.43%)
2026-09-30
MBX
MBX BIOSCIENCES INC
3.37%1.18M$68.9M
+0.68%(+7.97K)
2025-Q3: 50.0K shares2025-Q4: 70.0K shares2026-Q1: 1.17M shares2026-Q2: 1.17M shares2026-Q3: 1.18M shares
$30.01(+74.87%)
2026-09-30
IEMG
ISHARES INC
3.1%779.5K$63.3M
+6.29%(+46.13K)
2025-Q3: 528.1K shares2025-Q4: 539.1K shares2026-Q1: 642.2K shares2026-Q2: 733.4K shares2026-Q3: 779.5K shares
$60.64(+27.53%)
2026-09-30
GUNR
FLEXSHARES TR
2.95%1.14M$60.3M
+1.59%(+17.87K)
2025-Q3: 894.3K shares2025-Q4: 942.0K shares2026-Q1: 1.07M shares2026-Q2: 1.13M shares2026-Q3: 1.14M shares
$43.34(+25.18%)
2026-09-30
MSFT
MICROSOFT CORP
2.34%93.2K$47.8M
-2.32%(-2.21K)
2025-Q3: 99.6K shares2025-Q4: 107.1K shares2026-Q1: 93.3K shares2026-Q2: 95.4K shares2026-Q3: 93.2K shares
$385.94(+38.24%)
2026-09-30

About Aaron Wealth Advisors LLCโ€™s portfolio

Aaron Wealth Advisors LLC reports $2.04B in US-listed equity holdings across 687 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (8.1%), NVDA (7.4%) and VONV (4.9%). The top 20 holdings account for 57.34% of reported assets. Its disclosed equity book has returned +63.22% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
IEFA โ€” 11.6% ($165.47M)NVDA โ€” 10.7% ($151.92M)VONV โ€” 7.1% ($100.78M)VONG โ€” 7.0% ($100.04M)AMGN โ€” 5.0% ($70.99M)AAPL โ€” 4.9% ($70.14M)MBX โ€” 4.8% ($68.92M)IEMG โ€” 4.4% ($63.27M)GUNR โ€” 4.2% ($60.29M)MSFT โ€” 3.4% ($47.81M)Other โ€” 36.8% ($524.55M)
63%in top 10
  • IEFA11.6%
  • NVDA10.7%
  • VONV7.1%
  • VONG7.0%
  • AMGN5.0%
  • AAPL4.9%
  • MBX4.8%
  • IEMG4.4%
  • GUNR4.2%
  • MSFT3.4%
  • Other36.8%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
26
BRK.ABERKSHIRE HATHAWAY INC DEL+540.0%
IEFAISHARES TR+6.0%
IEMGISHARES INC+6.3%
GOOGALPHABET INC+15.9%
+22 more
Trimmed
24
VONVVANGUARD SCOTTSDALE FDS-5.0%
SUBISHARES TR-41.9%
VONGVANGUARD SCOTTSDALE FDS-2.8%
AMGNAMGEN INC-3.1%
+20 more

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Source filings

Holdings on this page are parsed from Aaron Wealth Advisors LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1812198). View Aaron Wealth Advisors LLCโ€™s 13F filings on SEC

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