StockDriftsStockDriftsTop 50 Aaron Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 7.9% | 1.61M | $155.6M | +4.83%(+74.20K) | $75.97(+33.36%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.74% | 662.8K | $132.6M | +36.90%(+178.63K) | $157.52(+43.52%) | 2026-06-30 | |
| VONV | VANGUARD SCOTTSDALE FDS | 5.27% | 976.3K | $103.8M | -10.18%(-110.63K) | $76.51(+47.42%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 5.18% | 797.9K | $102.0M | -7.55%(-65.15K) | $84.31(+53.36%) | 2026-06-30 | |
| MBX | MBX BIOSCIENCES INC | 3.27% | 1.17M | $64.5M | -0.03%(-377) | $29.83(+129.89%) | 2026-06-30 | |
| AMGN | AMGEN INC | 3.2% | 173.9K | $63.0M | -0.51%(-884) | $247.00(+68.49%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.09% | 733.4K | $60.8M | +14.21%(+91.23K) | $59.04(+39.95%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.01% | 204.5K | $59.2M | +1.67%(+3.37K) | $215.04(+42.01%) | 2026-06-30 | |
| GUNR | FLEXSHARES TR | 2.82% | 1.13M | $55.5M | +5.45%(+58.13K) | $43.22(+23.75%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.81% | 95.4K | $35.6M | +2.30%(+2.14K) | $385.94(+25.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.07% | +56.36% | +5.51% | +30.76% |
| Top 20 Holdings Unweighted | +17.56% | +62.48% | +7.95% | +46.57% |
Aaron Wealth Advisors LLC reports $1.97B in US-listed equity holdings across 688 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (7.9%), NVDA (6.7%) and VONV (5.3%). The top 20 holdings account for 55.57% of reported assets. Its disclosed equity book has returned +56.36% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aaron Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1812198). View Aaron Wealth Advisors LLC’s 13F filings on SEC