Aaron Wealth Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), Aaron Wealth Advisors LLC reported 688 stock positions worth $2.0 billion. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 7.9% of the portfolio, followed by Nvidia (NVDA, 6.7%) and Vanguard Russell 1000 Value (VONV, 5.3%). Compared with Q1 2026, it opened 83 new positions, sold out of 87, added to 338 and reduced 236. The biggest buy was Nvidia (NVDA, shares +37%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001812198
- Portfolio Value
- $2.0B (Q2 2026)
- SEC Filing
- 0001172661-26-002640 ↗ filed Jul 16, 2026
Holdings Value
Holdings 688 stocks · $2.0B
| IEFA iShares Core MSCI Eafe ETF | 7.90% | 1,610,916 | $155.6M | Add +4.8% |
| NVDA Nvidia Corp. | 6.74% | 662,775 | $132.6M | Add +36.9% |
| VONV Vanguard Russell 1000 Value | 5.27% | 976,287 | $103.8M | Reduce -10.2% |
| VONG Vanguard Russell 1000 Growth | 5.18% | 797,921 | $102.0M | Reduce -7.5% |
| MBX MBX Biosciences Inc. | 3.27% | 1,167,799 | $64.5M | Reduce -0.0% |
| AMGN Amgen Inc. | 3.20% | 173,851 | $63.0M | Reduce -0.5% |
| IEMG iShares Core MSCI Emerging | 3.09% | 733,400 | $60.8M | Add +14.2% |
| AAPL Apple Inc. | 3.01% | 204,480 | $59.2M | Add +1.7% |
| GUNR NT Mstar GLBL NR ETF | 2.82% | 1,125,256 | $55.5M | Add +5.5% |
| MSFT Microsoft Corp. | 1.81% | 95,430 | $35.6M | Add +2.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.80% | 96,959 | $35.5M | Reduce -0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.75% | 142,094 | $34.5M | Reduce -5.9% |
| LMBS First Trust Low Duration Opp | 1.57% | 619,993 | $30.9M | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 1.45% | 80,055 | $28.6M | Add +3.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.45% | 59,883 | $28.6M | Add +16.1% |
| AMZN Amazon.com Inc. | 1.38% | 114,132 | $27.2M | Add +8.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.18% | 31,147 | $23.3M | Add +30.5% |
| GOOG Alphabet Inc. Class C | 0.99% | 55,428 | $19.6M | Reduce -2.5% |
| AVGO Broadcom Inc. | 0.89% | 46,469 | $17.6M | Add +5.4% |
| MU Micron Technology Inc. | 0.82% | 13,980 | $16.1M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.70% | 11,530 | $13.8M | Add +2.5% |
| TOLZ Proshares GLB Infrastructure | 0.64% | 213,382 | $12.6M | Add +3.4% |
| CAT Caterpillar Inc. | 0.64% | 11,790 | $12.6M | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 24,984 | $12.5M | Reduce -5.5% |
| META Meta Platforms Inc. Class A | 0.61% | 21,425 | $12.1M | Add +7.0% |
| TSLA Tesla Inc. | 0.60% | 27,912 | $11.7M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 0.59% | 35,779 | $11.7M | Add +2.4% |
| SUB iShares Short-Term National | 0.57% | 105,380 | $11.2M | Add +4.3% |
| AMAT Applied Materials Inc. | 0.57% | 15,406 | $11.1M | Add +0.2% |
| JNJ Johnson & Johnson | 0.54% | 41,786 | $10.6M | Add +2.6% |
| WMT Walmart Inc. | 0.54% | 93,516 | $10.6M | Reduce -1.4% |
| FCX Freeport-McMoran Inc. | 0.54% | 168,393 | $10.6M | Reduce -7.6% |
| AMD Advanced Micro Devices | 0.52% | 17,573 | $10.2M | Add +12.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.48% | 4,798 | $9.5M | Add +8.2% |
| V Visa Inc. Class A | 0.47% | 26,947 | $9.2M | Add +25.8% |
| LRCX Lam Research Corp. | 0.44% | 20,037 | $8.7M | Reduce -5.3% |
| XOM Exxon Mobil Corp. | 0.41% | 59,358 | $8.1M | Add +1.3% |
| CSCO Cisco Systems Inc. | 0.39% | 64,869 | $7.6M | Reduce -3.4% |
| EFA iShares MSCI Eafe ETF | 0.33% | 63,106 | $6.6M | No change |
| INTC Intel Corp. | 0.32% | 45,307 | $6.3M | Add +2.0% |
| VONE Vanguard Russell 1000 | 0.31% | 17,861 | $6.0M | Reduce -1.2% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 99,879 | $5.8M | Add +1.2% |
| ABBV Abbvie Inc. | 0.27% | 20,993 | $5.3M | Reduce -0.0% |
| VOO Vanguard S&P 500 ETF | 0.27% | 7,639 | $5.2M | Reduce -3.5% |
| KLAC KLA Corp. | 0.27% | 17,305 | $5.2M | Reduce -2.6% |
| SGOV iShares 0-3 Month Treasury B | 0.26% | 51,038 | $5.1M | Reduce -92.1% |
| HD Home Depot Inc. | 0.26% | 14,324 | $5.1M | Add +39.6% |
| COST Costco Wholesale Corp. | 0.25% | 5,329 | $5.0M | Reduce -4.5% |
| IWF iShares Russell 1000 Growth | 0.25% | 39,718 | $4.9M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.25% | 9,530 | $4.9M | Add +19.7% |
| MS Morgan Stanley | 0.24% | 22,707 | $4.7M | Add +8.1% |
| BAC Bank of America Corp. | 0.23% | 81,187 | $4.6M | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 0.23% | 10,803 | $4.5M | Add +20.7% |
| GLW Corning Inc. | 0.23% | 17,535 | $4.5M | Add +7.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 51,102 | $4.4M | Reduce -2.9% |
| IVV iShares Core S&P 500 ETF | 0.22% | 5,830 | $4.4M | Add +1.7% |
| GS Goldman Sachs Group Inc. | 0.22% | 4,296 | $4.3M | Reduce -0.1% |
| IWD iShares Russell 1000 Value E | 0.22% | 17,773 | $4.3M | No change |
| GEV GE Vernova Inc. | 0.21% | 3,562 | $4.2M | Reduce -2.6% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.21% | 43,514 | $4.1M | Add +1.0% |
| GE General Electric filed as GE AEROSPACE | 0.21% | 11,046 | $4.1M | Reduce -6.0% |
| C Citigroup Inc. | 0.21% | 29,376 | $4.1M | Add +2.5% |
| RTX RTX Corp. | 0.21% | 21,667 | $4.1M | Add +0.2% |
| UBER Uber Technologies Inc. | 0.20% | 55,081 | $4.0M | Add +6.1% |
| SNDK Sandisk Corp. | 0.20% | 1,747 | $4.0M | Reduce -2.2% |
| NVS Novartis AG-Sponsored ADR | 0.20% | 24,810 | $3.9M | Add +3.0% |
| ETN Eaton Corp. PLC | 0.19% | 8,802 | $3.8M | Add +5.9% |
| KO The Coca-Cola Co. | 0.19% | 46,145 | $3.8M | Reduce -3.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.19% | 5 | $3.7M | No change |
| WM Waste Management Inc. | 0.19% | 16,790 | $3.7M | Add +0.6% |
| PG The Procter & Gamble Co. | 0.19% | 25,113 | $3.7M | Reduce -14.5% |
| LIN Linde PLC | 0.18% | 6,907 | $3.6M | Add +22.9% |
| ORCL Oracle Corp. | 0.17% | 23,414 | $3.4M | Add +5.7% |
| MRK Merck & Co. Inc. | 0.17% | 26,456 | $3.4M | Reduce -2.7% |
| PM Philip Morris International | 0.17% | 18,682 | $3.4M | Reduce -0.4% |
| TXN Texas Instruments Inc. | 0.17% | 11,298 | $3.4M | Add +18.9% |
| CVX Chevron Corp. | 0.17% | 20,144 | $3.3M | Add +7.1% |
| MCK McKesson Corp. | 0.17% | 4,321 | $3.3M | Reduce -6.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 11,566 | $3.3M | Reduce -0.1% |
| ING ING Groep N.V.-Sponsored ADR | 0.16% | 99,831 | $3.1M | Add +2.1% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.16% | 41,142 | $3.1M | Reduce -17.8% |
| MNST Monster Beverage Corp. | 0.16% | 32,237 | $3.1M | Reduce -0.9% |
| WFC Wells Fargo & Co. | 0.16% | 37,034 | $3.1M | Reduce -1.5% |
| CMI Cummins Inc. | 0.15% | 4,248 | $3.0M | Reduce -1.2% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.15% | 150,101 | $3.0M | Add +7.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 19,688 | $3.0M | Add +8.6% |
| WDC Western Digital Corp. | 0.15% | 4,605 | $2.9M | Add +10.2% |
| SHEL Shell PLC-ADR | 0.15% | 37,560 | $2.9M | Add +9.0% |
| NFLX Netflix Inc. | 0.15% | 40,784 | $2.9M | Add +0.3% |
| ANET Arista Networks Inc. | 0.15% | 16,966 | $2.9M | Add +12.8% |
| ADI Analog Devices Inc. | 0.14% | 7,183 | $2.9M | Reduce -0.8% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 24,285 | $2.8M | Reduce -4.0% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.14% | 33,890 | $2.8M | Add +13.3% |
| CVS CVS Health Corp. | 0.14% | 26,512 | $2.7M | Add +6.0% |
| SAN Banco Santander SA-Spon ADR | 0.14% | 197,972 | $2.7M | Add +0.9% |
| IWM iShares Russell 2000 ETF | 0.14% | 9,010 | $2.7M | No change |
| ADP Automatic Data Processing | 0.14% | 12,057 | $2.7M | Add +9.6% |
| MRVL Marvell Technology Inc. | 0.14% | 9,001 | $2.7M | Add +44.8% |
| DE Deere & Co. | 0.14% | 4,219 | $2.7M | Add +10.5% |
| CL Colgate-Palmolive Co. | 0.14% | 29,147 | $2.7M | Add +6.7% |
Portfolio Sells Q1 2026 → Q2 2026
| SGOV iShares 0-3 Month Treasury B | Reduce -92.1% | 0.26% | −3.50 |
| VONV Vanguard Russell 1000 Value | Reduce -10.2% | 5.27% | −0.61 |
| AMGN Amgen Inc. | Reduce -0.5% | 3.20% | −0.35 |
| VONG Vanguard Russell 1000 Growth | Reduce -7.5% | 5.18% | −0.29 |
| WMT Walmart Inc. | Reduce -1.4% | 0.54% | −0.14 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.9% | 1.75% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.5% | 0.64% | −0.10 |
| MCD McDonald's Corp. | Reduce -26.0% | 0.11% | −0.08 |
| FCX Freeport-McMoran Inc. | Reduce -7.6% | 0.54% | −0.08 |
| SCHW Schwab (charles) Corp. | Reduce -34.5% | 0.10% | −0.08 |
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -50.3% | 0.05% | −0.07 |
| ISRG Intuitive Surgical Inc. | Reduce -39.4% | 0.06% | −0.07 |
| PLTR Palantir Technologies Inc. Class A | Reduce -4.0% | 0.14% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -4.5% | 0.25% | −0.07 |
| ECL Ecolab Inc. | Reduce -80.9% | 0.01% | −0.07 |
| MCK McKesson Corp. | Reduce -6.0% | 0.17% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -14.5% | 0.19% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -76.4% | 0.01% | −0.05 |
| RGLD Royal Gold Inc. | Reduce -0.3% | 0.12% | −0.05 |
| ULTA Ulta Beauty Inc. | Reduce -58.3% | 0.02% | −0.05 |
| HCA HCA Healthcare Inc. | Reduce -31.1% | 0.04% | −0.04 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -3.2% | 0.10% | −0.04 |
| AVY Avery Dennison Corp. | Reduce -40.5% | 0.04% | −0.04 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.04 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -17.8% | 0.16% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -20.5% | 0.09% | −0.04 |
| GD General Dynamics Corp. | Reduce -22.1% | 0.09% | −0.04 |
| ADSK Autodesk Inc. | Reduce -58.5% | 0.02% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -34.0% | 0.06% | −0.03 |
| INGR Ingredion Inc. | Sold out | 0.00% | −0.03 |
| PDD PDD Holdings Inc. | Reduce -28.3% | 0.03% | −0.03 |
| HSY The Hershey Co. | Reduce -30.0% | 0.03% | −0.03 |
| LOPE Grand Canyon Education Inc. | Sold out | 0.00% | −0.03 |
| ADBE Adobe Inc. | Reduce -29.0% | 0.03% | −0.03 |
| ALSN Allison Transmission Holding | Reduce -26.6% | 0.05% | −0.03 |
| DCI Donaldson Co. Inc. | Reduce -54.4% | 0.02% | −0.03 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.03 |
| COR Cencora Inc. | Sold out | 0.00% | −0.03 |
| EXLS Exlservice Holdings Inc. | Sold out | 0.00% | −0.03 |
| SNY Sanofi-ADR | Reduce -10.4% | 0.06% | −0.03 |
| PEP Pepsico Inc. | Reduce -5.7% | 0.07% | −0.03 |
| MTG Mgic Investment Corp. | Sold out | 0.00% | −0.03 |
| AGO Assured Guaranty Ltd. | Sold out | 0.00% | −0.03 |
| CME Cme Group Inc. | Reduce -25.8% | 0.02% | −0.03 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.2% | 0.07% | −0.03 |
| AZN Astrazeneca PLC | Reduce -20.9% | 0.05% | −0.03 |
| FIVE Five Below | Reduce -2.2% | 0.05% | −0.03 |
| CAH Cardinal Health Inc. | Reduce -19.8% | 0.10% | −0.02 |
| GAP The Gap Inc. | Reduce -55.4% | 0.01% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Add +36.9% | 6.74% | +1.86 |
| IEMG iShares Core MSCI Emerging | Add +14.2% | 3.09% | +0.50 |
| TSM Taiwan Semiconductor-SP ADR | Add +16.1% | 1.45% | +0.45 |
| AMD Advanced Micro Devices | Add +12.6% | 0.52% | +0.34 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +30.5% | 1.18% | +0.28 |
| AMAT Applied Materials Inc. | Add +0.2% | 0.57% | +0.26 |
| INTC Intel Corp. | Add +2.0% | 0.32% | +0.21 |
| GOOGL Alphabet Inc. Class A | Add +3.4% | 1.45% | +0.17 |
| ASML ASML Holding NV-NY Reg SHS | Add +8.2% | 0.48% | +0.15 |
| AMZN Amazon.com Inc. | Add +8.8% | 1.38% | +0.12 |
| LLY Eli Lilly & Co. | Add +2.5% | 0.70% | +0.10 |
| AVGO Broadcom Inc. | Add +5.4% | 0.89% | +0.10 |
| MRVL Marvell Technology Inc. | Add +44.8% | 0.14% | +0.10 |
| GLW Corning Inc. | Add +7.1% | 0.23% | +0.10 |
| V Visa Inc. Class A | Add +25.8% | 0.47% | +0.10 |
| UNH Unitedhealth Group Inc. | Add +20.7% | 0.23% | +0.09 |
| DELL Dell Technologies -C | Add +32.6% | 0.13% | +0.08 |
| WDC Western Digital Corp. | Add +10.2% | 0.15% | +0.08 |
| PANW Palo Alto Networks Inc. | Add +35.8% | 0.12% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +37.0% | 0.13% | +0.07 |
| TXN Texas Instruments Inc. | Add +18.9% | 0.17% | +0.06 |
| HD Home Depot Inc. | Add +39.6% | 0.26% | +0.06 |
| AAPL Apple Inc. | Add +1.7% | 3.01% | +0.06 |
| DDOG Datadog Inc. Class A | Add +34.2% | 0.09% | +0.05 |
| XOP SS SPDR S&P Og Exp & Prod | New | 0.05% | +0.05 |
| QCOM Qualcomm Inc. | Add +20.6% | 0.13% | +0.04 |
| MS Morgan Stanley | Add +8.1% | 0.24% | +0.04 |
| ANET Arista Networks Inc. | Add +12.8% | 0.15% | +0.04 |
| UMC United Microelectron-SP ADR | Add +16.7% | 0.06% | +0.04 |
| STX Seagate Technology Holdings | Add +43.5% | 0.05% | +0.04 |
| TXG 10X Genomics Inc. Class A | Add +4.0% | 0.09% | +0.04 |
| CVS CVS Health Corp. | Add +6.0% | 0.14% | +0.04 |
| CNC Centene Corp. | Add +56.5% | 0.06% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +35.6% | 0.09% | +0.03 |
| KHC The Kraft Heinz Co. | New | 0.03% | +0.03 |
| DRI Darden Restaurants Inc. | New | 0.03% | +0.03 |
| MIDD Middleby Corp. | New | 0.03% | +0.03 |
| CUZ Cousins Properties Inc. | New | 0.03% | +0.03 |
| FTNT Fortinet Inc. | Add +30.6% | 0.06% | +0.03 |
| WST West Pharmaceutical Services | New | 0.03% | +0.03 |
| MFG Mizuho Financial Group-ADR | Add +31.3% | 0.10% | +0.03 |
| SMG Scotts Miracle-Gro Co. | New | 0.03% | +0.03 |
| HDB HDFC Bank Ltd.-ADR | Add +67.3% | 0.08% | +0.03 |
| IWB iShares Russell 1000 ETF | New | 0.03% | +0.03 |
| APH Amphenol Corp. Class A | Add +7.5% | 0.11% | +0.03 |
| DT Dynatrace Inc. | New | 0.03% | +0.03 |
| LEN Lennar Corp. Class A | New | 0.03% | +0.03 |
| TWLO Twilio Inc. Class A | Add +3.3% | 0.08% | +0.03 |
| CHKP Check Point Software Tech | New | 0.03% | +0.03 |
| ROKU Roku Inc. | Add +65.4% | 0.05% | +0.02 |
Options Activity Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | put | Sold out | 175,000 | $30.5Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 688 | $2.0B | IEFA, NVDA, VONV, VONG, MBX |
| Q1 2026 | 690 | $1.7B | IEFA, VONV, VONG, NVDA, SGOV |
| Q4 2025 | 674 | $1.8B | SGOV, IEFA, NVDA, VONG, VONV |
| Q3 2025 | 628 | $1.7B | SGOV, IEFA, NVDA, VONG, VONV |
| Q2 2025 | 489 | $978.9M | IEFA, VONG, VONV, AMGN, MSFT |
| Q1 2025 | 450 | $872.4M | IEFA, VONV, AMGN, VONG, IEMG |
| Q4 2024 | 449 | $861.3M | IEFA, VONG, VONV, AMGN, IEMG |
| Q3 2024 | 427 | $839.6M | IEFA, AMGN, VONV, VONG, IEMG |
| Q2 2024 | 326 | $720.5M | IEFA, AMGN, VONG, VONV, IEMG |
| Q1 2024 | 309 | $697.6M | IEFA, AMGN, VONV, VONG, IEMG |