Aaron Wealth Advisors LLC
CIK: 0001812198Latest portfolio: $1.8B · Q4 2025
Holdings
674
Total Value
$1.8B
New Positions
98
Closed Positions
52
Top Holdings
View All 674 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 701,042 | $130.7M | 7.15% | +46K | Put |
| 2 | SGOVISHARES TR | 1,158,134 | $116.3M | 6.35% | -491,481 | |
| 3 | AQLTISHARES TR | 1,297,594 | $116.1M | 6.34% | +113K | |
| 4 | VONGVANGUARD SCOTTSDALE FDS | 721,331 | $87.8M | 4.80% | +50K | |
| 5 | VONVVANGUARD SCOTTSDALE FDS | 876,547 | $80.9M | 4.42% | +66K | |
| 6 | AAPLAPPLE INC | 234,058 | $63.6M | 3.48% | +47K | |
| 7 | AMGNAMGEN INC | 165,841 | $54.3M | 2.97% | -15,498 | |
| 8 | MSFTMICROSOFT CORP | 107,077 | $51.8M | 2.83% | +7K | |
| 9 | GUNRFLEXSHARES TR | 941,998 | $43.2M | 2.36% | +48K | |
| 10 | IEMGISHARES INC | 539,058 | $36.2M | 1.98% | +11K | |
| 11 | AMZNAMAZON COM INC | 129,910 | $30.0M | 1.64% | +26K | |
| 12 | VBRVANGUARD INDEX FDS | 138,251 | $29.3M | 1.60% | +2K | |
| 13 | GOOGLALPHABET INC | 84,645 | $26.5M | 1.45% | +20K | |
| 14 | VBKVANGUARD INDEX FDS | 87,472 | $26.4M | 1.44% | +2K | |
| 15 | LMBSFIRST TR EXCHANGE-TRADED FD | 458,338 | $22.9M | 1.25% | +108K | |
| 16 | GOOGALPHABET INC | 64,111 | $20.1M | 1.10% | +11K | |
| 17 | METAMETA PLATFORMS INC | 28,108 | $18.6M | 1.01% | +5K | |
| 18 | AVGOBROADCOM INC | 53,214 | $18.4M | 1.01% | +10K | |
| 19 | SPYSPDR S&P 500 ETF TR | 23,918 | $16.3M | 0.89% | -92 | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 31,586 | $15.9M | 0.87% | +4K | |
| 21 | TSLATESLA INC | 34,526 | $15.5M | 0.85% | +6K | |
| 22 | LLYELI LILLY & CO | 12,196 | $13.1M | 0.72% | +2K | |
| 23 | JPMJPMORGAN CHASE & CO. | 40,218 | $13.0M | 0.71% | +7K | |
| 24 | FCXFREEPORT-MCMORAN INC | 238,094 | $12.1M | 0.66% | -62,253 | |
| 25 | WMTWALMART INC | 106,306 | $11.8M | 0.65% | +9K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
TechnologyNaN% ($InfinityT)
Financial ServicesNaN% ($InfinityT)
Industrials0.0% ($7.057485341823695e+253T)
Consumer Cyclical0.0% ($2.998515527352234e+229T)
Healthcare0.0% ($5.4281131068548585e+228T)
Unknown0.0% ($1.1608215876385737e+130T)
Consumer Defensive0.0% ($1.1843469842053432e+97T)
Basic Materials0.0% ($1.2092260123151937e+78T)
Energy0.0% ($7.099306317921145e+72T)
Communication Services0.0% ($2.6494201181855336e+72T)
Utilities0.0% ($2.091204116541303e+70T)
Real Estate0.0% ($1.630132712129238e+47T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 21, 2026 | $1.8B | 675 |
| Q3 2025 | Oct 3, 2025 | $1.7T | 629 |
| Q2 2025 | Jul 9, 2025 | $978.9B | 489 |
| Q1 2025 | Apr 28, 2025 | $872.4B | 450 |
| Q4 2024 | Jan 15, 2025 | $861.3T | 449 |
| Q3 2024 | Oct 17, 2024 | $839.6T | 427 |
| Q2 2024 | Jul 22, 2024 | $720.5T | 326 |
| Q1 2024 | Apr 25, 2024 | $697.6T | 309 |
| Q4 2023 | Jan 26, 2024 | $602.9T | 256 |
| Q3 2023 | Oct 19, 2023 | $775.3T | 258 |
| Q2 2023 | Jul 26, 2023 | $769.1T | 252 |
| Q1 2023 | May 2, 2023 | $727.3T | 251 |
| Q4 2022 | Jan 24, 2023 | $684.8T | 244 |
| Q3 2022 | Oct 21, 2022 | $542.3B | 221 |
| Q2 2022 | Jul 22, 2022 | $397.9B | 191 |
| Q1 2022 | May 10, 2022 | $7.2T | 928 |
| Q4 2021 | Jan 21, 2022 | $357.8B | 177 |
| Q3 2021 | Oct 21, 2021 | $354.6B | 160 |
| Q2 2021 | Jul 29, 2021 | $303.8B | 156 |
| Q1 2021 | Apr 29, 2021 | $272.5B | 151 |
| Q4 2020 | Feb 4, 2021 | $273.1B | 135 |
Fund Information
Aaron Wealth Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.8B across 674 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 7.1% of the portfolio. Compared to the previous quarter, the fund opened 99 new positions and closed 53 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.