Aaron Wealth Advisors LLC

CIK: 0001812198SEC EDGAR →

Portfolio Value

$1.8B

Holdings

674

As of

Q4 2025

New Positions

98

Closed Positions

52

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	NVDAPut NVIDIA CORPORATION	701,042	$130.7M	7.15%
2	SGOV ISHARES TR	1,158,134	$116.3M	6.35%
3	AQLT ISHARES TR	1,297,594	$116.1M	6.34%
4	VONG VANGUARD SCOTTSDALE FDS	721,331	$87.8M	4.80%
5	VONV VANGUARD SCOTTSDALE FDS	876,547	$80.9M	4.42%
6	AAPL APPLE INC	234,058	$63.6M	3.48%
7	AMGN AMGEN INC	165,841	$54.3M	2.97%
8	MSFT MICROSOFT CORP	107,077	$51.8M	2.83%
9	GUNR FLEXSHARES TR	941,998	$43.2M	2.36%
10	IEMG ISHARES INC	539,058	$36.2M	1.98%

Quarterly Changes

Top Buys

AAPL↑ Increased

$16.0M

AQLT↑ Increased

$12.7M

GOOGL↑ Increased

$10.8M

NVDA↑ Increased

$8.6M

VONV↑ Increased

$8.5M

Top Sells

SGOV↓ Decreased

$49.9M

JAAA↓ Decreased

$18.3M

AMGN↓ Decreased

$3.1M

HD↓ Decreased

$2.0M

TTCCLOSED

$1.5M

New Positions (99)

$1.3M · 20K shares

$959K · 21K shares

$921K · 42K shares

$871K · 7K shares

$775K · 5K shares

$772K · 9K shares

$664K · 21K shares

$662K · 25K shares

$658K · 15K shares

$594K · 4K shares

$576K · 3K shares

$569K · 6K shares

$566K · 5K shares

$548K · 1K shares

$536K · 27K shares

$506K · 3K shares

$506K · 8K shares

$478K · 2K shares

$462K · 5K shares

$438K · 12K shares

$414K · 4K shares

$412K · 2K shares

$410K · 6K shares

$402K · 8K shares

$402K · 7K shares

$396K · 2K shares

$394K · 4K shares

$373K · 2K shares

$367K · 5K shares

$367K · 4K shares

$359K · 5K shares

$359K · 891 shares

$354K · 2K shares

$346K · 2K shares

$344K · 2K shares

$341K · 1K shares

$335K · 19K shares

$325K · 832 shares

$322K · 3K shares

$321K · 5K shares

$320K · 10K shares

$320K · 4K shares

$312K · 8K shares

$311K · 4K shares

$310K · 28K shares

$305K · 3K shares

$302K · 2K shares

$300K · 5K shares

$291K · 5K shares

$291K · 15K shares

$288K · 720 shares

$283K · 1K shares

$280K · 732 shares

$279K · 21K shares

$274K · 2K shares

$260K · 6K shares

$258K · 6K shares

$254K · 1K shares

$253K · 1K shares

$248K · 1K shares

$247K · 11K shares

$246K · 5K shares

$245K · 2K shares

$241K · 6K shares

$240K · 1K shares

$238K · 2K shares

$237K · 4K shares

$236K · 980 shares

$236K · 704 shares

$235K · 2K shares

$233K · 1K shares

$233K · 2K shares

$232K · 3K shares

$232K · 6K shares

$230K · 2K shares

$228K · 760 shares

$227K · 1K shares

$224K · 3K shares

$223K · 2K shares

$220K · 3K shares

$216K · 30K shares

$214K · 5K shares

$213K · 1K shares

$212K · 3K shares

$209K · 1K shares

$209K · 5K shares

$205K · 3K shares

$204K · 3K shares

$203K · 6K shares

$202K · 1K shares

$201K · 799 shares

$199K · 13K shares

$113K · 14K shares

$74K · 12K shares

$68K · 10K shares

$65K · 20K shares

$53K · 28K shares

$35K · 15K shares

$34K · 12K shares

Closed Positions (53)

$1.5M · 19K shares

$1.2M · 20K shares

$1.2M · 9K shares

$1.1M · 12K shares

$1.1M · 6K shares

$970K · 19K shares

$862K · 7K shares

$824K · 11K shares

$725K · 3K shares

$696K · 21K shares

$626K · 10K shares

$595K · 7K shares

$577K · 3K shares

$480K · 2K shares

$479K · 14K shares

$476K · 13K shares

$466K · 3K shares

$452K · 17K shares

$429K · 27K shares

$428K · 1K shares

$408K · 14K shares

$399K · 2K shares

$399K · 2K shares

$374K · 1K shares

$360K · 6K shares

$357K · 39K shares

$354K · 3K shares

$351K · 32K shares

$347K · 4K shares

$347K · 838 shares

$339K · 4K shares

$331K · 3K shares

$315K · 805 shares

$308K · 12K shares

$285K · 955 shares

$275K · 1K shares

$273K · 4K shares

$271K · 2K shares

$258K · 6K shares

$257K · 8K shares

$251K · 6K shares

$243K · 7K shares

$239K · 1K shares

$237K · 6K shares

$233K · 6K shares

$232K · 10K shares

$228K · 10K shares

$226K · 2K shares

$225K · 2K shares

$208K · 3K shares

$206K · 4K shares

$204K · 8K shares

$81K · 20K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	153	$659.8M	36.1%
Technology	110	$416.2M	22.8%
Unknown	42	$170.9M	9.3%
Healthcare	69	$161.1M	8.8%
Consumer Cyclical	71	$113.6M	6.2%
Industrials	79	$87.1M	4.8%
Communication Services	23	$86.5M	4.7%
Consumer Defensive	32	$46.8M	2.6%
Basic Materials	26	$32.0M	1.7%
Energy	26	$24.9M	1.4%
Utilities	25	$18.5M	1.0%
Real Estate	18	$11.9M	0.7%