Aaron Wealth Advisors LLC

Est. AUM

$1.76B

13F long equity, this entity only

Positions

691

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE MSCI EAFE	$139.1M	1536718	7.90%	SOLE
2	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$101.9M	1086914	5.78%	SOLE
3	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$94.7M	863072	5.37%	SOLE
4	NVIDIA CORPORATION	COM	$84.4M	484145	4.79%	SOLE
5	ISHARES TR	0-3 MNTH TREASRY	$65.2M	647381	3.70%	SOLE
6	AMGEN INC	COM	$61.5M	174735	3.49%	SOLE
7	FLEXSHARES TR	MORNSTAR UPSTR	$58.9M	1067130	3.34%	SOLE
8	APPLE INC	COM	$51.0M	201114	2.90%	SOLE
9	ISHARES INC	CORE MSCI EMKT	$44.8M	642173	2.54%	SOLE
10	MBX BIOSCIENCES INC	COM	$34.9M	1168176	1.98%	SOLE
11	MICROSOFT CORP	COM	$34.5M	93286	1.96%	SOLE
12	VANGUARD INDEX FDS	SM CP VAL ETF	$32.8M	150977	1.86%	SOLE
13	NVIDIA CORPORATIONPUT	COM	$30.5M	175000	1.73%	SOLE
14	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$30.4M	610228	1.73%	SOLE
15	VANGUARD INDEX FDS	SML CP GRW ETF	$29.4M	97146	1.67%	SOLE
16	ALPHABET INC	CAP STK CL A	$22.3M	77406	1.26%	SOLE
17	AMAZON COM INC	COM	$21.8M	104868	1.24%	SOLE
18	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$17.4M	51599	0.99%	SOLE
19	ALPHABET INC	CAP STK CL C	$16.3M	56880	0.93%	SOLE
20	STATE STR SPDR S&P 500 ETF T	TR UNIT	$15.5M	23865	0.88%	SOLE
21	BROADCOM INC	COM	$13.6M	44094	0.77%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$12.7M	26430	0.72%	SOLE
23	PROSHARES TR	DJ BRKFLD GLB	$12.4M	206343	0.70%	SOLE
24	WALMART INC	COM	$11.8M	94896	0.67%	SOLE
25	META PLATFORMS INC	CL A	$11.5M	20019	0.65%	SOLE
26	ISHARES TR	SHRT NAT MUN ETF	$10.8M	101053	0.61%	SOLE
27	FREEPORT MCMORAN INC	CL B	$10.7M	182234	0.61%	SOLE
28	TESLA INC	COM	$10.6M	28454	0.60%	SOLE
29	ELI LILLY & CO	COM	$10.3M	11253	0.59%	SOLE
30	JPMORGAN CHASE & CO	COM	$10.3M	34941	0.58%	SOLE
31	JOHNSON & JOHNSON	COM	$10.0M	40714	0.57%	SOLE
32	EXXON MOBIL CORP	COM	$9.9M	58623	0.56%	SOLE
33	CATERPILLAR INC	COM	$8.6M	12073	0.49%	SOLE
34	VISA INC	COM CL A	$6.5M	21417	0.37%	SOLE
35	ISHARES TR	MSCI EAFE ETF	$6.1M	63106	0.35%	SOLE
36	BRISTOL-MYERS SQUIBB CO	COM	$6.0M	98697	0.34%	SOLE
37	ASML HLDG NV	N Y REGISTRY SHS	$5.9M	4433	0.33%	SOLE
38	COSTCO WHOLESALE CORPORATION	COM	$5.6M	5583	0.32%	SOLE
39	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$5.3M	18086	0.30%	SOLE
40	APPLIED MATLS INC	COM	$5.3M	15370	0.30%	SOLE
41	CISCO SYS INC	COM	$5.2M	67160	0.30%	SOLE
42	MICRON TECHNOLOGY INC	COM	$4.8M	14086	0.27%	SOLE
43	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.7M	7919	0.27%	SOLE
44	ABBVIE INC	COM	$4.6M	20998	0.26%	SOLE
45	LAM RESEARCH CORP	COM NEW	$4.5M	21153	0.26%	SOLE
46	PROCTER & GAMBLE CO	COM	$4.2M	29386	0.24%	SOLE
47	ISHARES TR	RUS 1000 GRW ETF	$4.2M	9951	0.24%	SOLE
48	RTX CORPORATION	COM	$4.2M	21633	0.24%	SOLE
49	BANK AMERICA CORP	COM	$4.0M	81702	0.23%	SOLE
50	MCKESSON CORP	COM	$4.0M	4599	0.23%	SOLE

1–50 of 691

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.