Aaron Wealth Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Aaron Wealth Advisors LLC reported 450 stock positions worth $872.4 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 9.3% of the portfolio, followed by Vanguard Russell 1000 Value (VONV, 6.8%) and Amgen (AMGN, 6.6%). Compared with Q4 2024, it opened 52 new positions, sold out of 51, added to 266 and reduced 112. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +4%) and the biggest sale Nvidia (NVDA, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001812198
- Portfolio Value
- $872.4M (Q1 2025)
- SEC Filing
- 0001172661-25-001544 ↗ filed Apr 28, 2025
Holdings Value
Holdings 450 stocks · $872.4M
| IEFA iShares Core MSCI Eafe ETF | 9.28% | 1,069,798 | $80.9M | Add +3.8% |
| VONV Vanguard Russell 1000 Value | 6.82% | 720,435 | $59.5M | Reduce -4.8% |
| AMGN Amgen Inc. | 6.65% | 186,176 | $58.0M | Reduce -1.9% |
| VONG Vanguard Russell 1000 Growth | 6.22% | 584,668 | $54.3M | Reduce -3.9% |
| IEMG iShares Core MSCI Emerging | 3.49% | 563,401 | $30.4M | Add +1.8% |
| AAPL Apple Inc. | 2.71% | 106,309 | $23.6M | Add +1.0% |
| MSFT Microsoft Corp. | 2.62% | 60,923 | $22.9M | Add +0.3% |
| GUNR NT Mstar GLBL NR ETF | 2.59% | 582,103 | $22.6M | Add +9.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.14% | 100,108 | $18.6M | Add +4.1% |
| LMBS First Trust Low Duration Opp | 1.99% | 352,416 | $17.3M | Add +39.1% |
| NVDA Nvidia Corp. | 1.74% | 140,015 | $15.2M | Reduce -26.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.68% | 58,098 | $14.6M | Add +4.8% |
| FCX Freeport-McMoran Inc. | 1.66% | 382,081 | $14.5M | Add +20.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.59% | 24,819 | $13.9M | Reduce -8.3% |
| SUB iShares Short-Term National | 1.19% | 98,631 | $10.4M | Reduce -12.1% |
| AMZN Amazon.com Inc. | 1.17% | 53,837 | $10.2M | Add +6.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.17% | 19,154 | $10.2M | Add +14.6% |
| TOLZ Proshares GLB Infrastructure | 0.96% | 159,551 | $8.4M | Reduce -2.4% |
| IWF iShares Russell 1000 Growth | 0.88% | 21,188 | $7.7M | Reduce -7.8% |
| VONE Vanguard Russell 1000 | 0.82% | 28,076 | $7.1M | Reduce -2.5% |
| META Meta Platforms Inc. Class A | 0.81% | 12,327 | $7.1M | Add +6.0% |
| EFA iShares MSCI Eafe ETF | 0.68% | 72,608 | $5.9M | Reduce -3.1% |
| WMT Walmart Inc. | 0.67% | 66,244 | $5.8M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 0.66% | 37,244 | $5.8M | Add +2.7% |
| V Visa Inc. Class A | 0.66% | 16,400 | $5.7M | Add +2.5% |
| BMY Bristol-Myers Squibb Co. | 0.64% | 90,935 | $5.5M | Add +0.6% |
| JAAA Janus Henderson Aaa Clo ETF | 0.62% | 106,035 | $5.4M | Add +1103.0% |
| GOOG Alphabet Inc. Class C | 0.57% | 31,784 | $5.0M | Add +5.9% |
| JPM JPMorgan Chase & Co. | 0.57% | 20,191 | $5.0M | Add +6.4% |
| VOO Vanguard S&P 500 ETF | 0.54% | 9,137 | $4.7M | Reduce -2.6% |
| LLY Eli Lilly & Co. | 0.54% | 5,652 | $4.7M | Add +10.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.46% | 5 | $4.0M | New |
| AVGO Broadcom Inc. | 0.45% | 23,241 | $3.9M | Add +8.8% |
| IWM iShares Russell 2000 ETF | 0.42% | 18,302 | $3.7M | Add +1.1% |
| TSLA Tesla Inc. | 0.42% | 14,047 | $3.6M | Add +4.8% |
| IWD iShares Russell 1000 Value E | 0.39% | 17,929 | $3.4M | Reduce -13.3% |
| XOM Exxon Mobil Corp. | 0.38% | 28,064 | $3.3M | Add +4.4% |
| JNJ Johnson & Johnson | 0.38% | 20,073 | $3.3M | Add +3.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 8,888 | $3.3M | Reduce -0.2% |
| UBER Uber Technologies Inc. | 0.38% | 44,937 | $3.3M | Add +5.5% |
| MA Mastercard Inc. Class A | 0.37% | 5,825 | $3.2M | Add +6.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.36% | 18,832 | $3.1M | Add +11.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.35% | 55,853 | $3.1M | Reduce -36.6% |
| WM Waste Management Inc. | 0.35% | 13,374 | $3.1M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 0.35% | 5,475 | $3.1M | Reduce -25.0% |
| MCK McKesson Corp. | 0.34% | 4,453 | $3.0M | Add +1.8% |
| COST Costco Wholesale Corp. | 0.34% | 3,153 | $3.0M | Add +5.3% |
| DBAW Xtrackers MSCI All World Ex | 0.34% | 83,982 | $3.0M | No change |
| PG The Procter & Gamble Co. | 0.33% | 16,952 | $2.9M | Add +3.7% |
| HD Home Depot Inc. | 0.32% | 7,544 | $2.8M | Reduce -6.5% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.31% | 75,072 | $2.7M | Reduce -9.3% |
| ADP Automatic Data Processing | 0.31% | 8,905 | $2.7M | Add +1.1% |
| UNH Unitedhealth Group Inc. | 0.29% | 4,775 | $2.5M | Add +6.9% |
| NFLX Netflix Inc. | 0.28% | 2,662 | $2.5M | Add +3.7% |
| KO The Coca-Cola Co. | 0.28% | 34,149 | $2.4M | Add +7.0% |
| ABBV Abbvie Inc. | 0.28% | 11,653 | $2.4M | Add +8.7% |
| ACN Accenture PLC Class A | 0.28% | 7,727 | $2.4M | Reduce -2.6% |
| SAP Sap SE-Sponsored ADR | 0.27% | 8,914 | $2.4M | Add +3.5% |
| ORCL Oracle Corp. | 0.26% | 16,511 | $2.3M | Add +1.1% |
| ITOT iShares Core S&P Total U.S. | 0.26% | 18,847 | $2.3M | Reduce -2.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 8,700 | $2.2M | Add +3.3% |
| CSCO Cisco Systems Inc. | 0.24% | 33,477 | $2.1M | Add +4.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 47,562 | $2.0M | Add +0.9% |
| PGR Progressive Corp. | 0.23% | 7,009 | $2.0M | Add +3.9% |
| ABT Abbott Laboratories | 0.22% | 14,294 | $1.9M | Add +10.0% |
| CAT Caterpillar Inc. | 0.21% | 5,590 | $1.8M | Reduce -8.3% |
| ETN Eaton Corp. PLC | 0.21% | 6,745 | $1.8M | Add +1.4% |
| CRM Salesforce Inc. | 0.21% | 6,810 | $1.8M | Add +6.9% |
| MCD McDonald's Corp. | 0.21% | 5,808 | $1.8M | Add +4.3% |
| SPGI S&P Global Inc. | 0.20% | 3,430 | $1.7M | Add +6.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.20% | 2,611 | $1.7M | Add +1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 14,156 | $1.7M | Add +0.7% |
| QCOM Qualcomm Inc. | 0.19% | 10,609 | $1.6M | Add +17.3% |
| NVS Novartis AG-Sponsored ADR | 0.19% | 14,574 | $1.6M | Add +3.2% |
| RGLD Royal Gold Inc. | 0.19% | 9,884 | $1.6M | Reduce -1.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.18% | 3,307 | $1.6M | Add +6.2% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 27,104 | $1.6M | Reduce -10.9% |
| LIN Linde PLC | 0.18% | 3,319 | $1.5M | Add +7.1% |
| CVX Chevron Corp. | 0.18% | 9,223 | $1.5M | Add +4.1% |
| ING ING Groep N.V.-Sponsored ADR | 0.18% | 78,043 | $1.5M | Add +1.3% |
| DHR Danaher Corp. | 0.17% | 7,439 | $1.5M | Reduce -37.0% |
| IJR iShares Core S&P Small-Cap E | 0.17% | 14,559 | $1.5M | Reduce -9.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.17% | 20,509 | $1.5M | Add +8.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.17% | 21,682 | $1.5M | Add +0.5% |
| WFC Wells Fargo & Co. | 0.17% | 20,623 | $1.5M | Add +5.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 6,594 | $1.5M | Reduce -1.8% |
| SHEL Shell PLC-ADR | 0.16% | 19,499 | $1.4M | Add +3.9% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.16% | 24,822 | $1.4M | Add +4.5% |
| RTX RTX Corp. | 0.16% | 10,667 | $1.4M | Add +12.5% |
| TM Toyota Motor Corp. -Spon ADR | 0.16% | 7,935 | $1.4M | Add +5.5% |
| SNY Sanofi-ADR | 0.16% | 25,060 | $1.4M | Add +4.8% |
| SCHW Schwab (charles) Corp. | 0.16% | 17,433 | $1.4M | Add +1.6% |
| TGT Target Corp. | 0.16% | 13,045 | $1.4M | Reduce -7.0% |
| UNP Union Pacific Corp. | 0.16% | 5,741 | $1.4M | Add +16.4% |
| SONY Sony Group Corp. - SP ADR | 0.15% | 52,571 | $1.3M | Add +4.7% |
| PM Philip Morris International | 0.15% | 8,403 | $1.3M | Add +13.8% |
| T AT&T Inc. | 0.15% | 45,986 | $1.3M | Add +10.8% |
| WPM Wheaton Precious Metals Corp. | 0.15% | 16,678 | $1.3M | No change |
| AMAT Applied Materials Inc. | 0.15% | 8,870 | $1.3M | Add +10.3% |
| MRK Merck & Co. Inc. | 0.15% | 14,273 | $1.3M | Add +1.2% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -26.8% | 1.74% | −1.24 |
| VONG Vanguard Russell 1000 Growth | Reduce -3.9% | 6.22% | −1.08 |
| VONV Vanguard Russell 1000 Value | Reduce -4.8% | 6.82% | −0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.3% | 1.59% | −0.25 |
| IWF iShares Russell 1000 Growth | Reduce -7.8% | 0.88% | −0.19 |
| SUB iShares Short-Term National | Reduce -12.1% | 1.19% | −0.18 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -36.6% | 0.35% | −0.18 |
| IVV iShares Core S&P 500 ETF | Reduce -25.0% | 0.35% | −0.15 |
| DHR Danaher Corp. | Reduce -37.0% | 0.17% | −0.14 |
| VEA Vanguard Ftse Developed ETF | Reduce -72.5% | 0.05% | −0.11 |
| VONE Vanguard Russell 1000 | Reduce -2.5% | 0.82% | −0.08 |
| TGT Target Corp. | Reduce -7.0% | 0.16% | −0.06 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.06 |
| IWD iShares Russell 1000 Value E | Reduce -13.3% | 0.39% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.06 |
| EZU iShares MSCI Eurozone ETF | Sold out | 0.00% | −0.06 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -49.3% | 0.05% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -2.6% | 0.54% | −0.05 |
| ACN Accenture PLC Class A | Reduce -2.6% | 0.28% | −0.05 |
| HD Home Depot Inc. | Reduce -6.5% | 0.32% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.2% | 0.38% | −0.05 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.05 |
| CAT Caterpillar Inc. | Reduce -8.3% | 0.21% | −0.05 |
| SAM Boston Beer Company Inc. Class A | Sold out | 0.00% | −0.04 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -39.7% | 0.05% | −0.04 |
| URI United Rentals Inc. | Reduce -46.3% | 0.04% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.9% | 0.17% | −0.04 |
| ANET Arista Networks Inc. | Reduce -12.0% | 0.06% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -10.9% | 0.18% | −0.04 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.04 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.04 |
| HPQ HP Inc. | Sold out | 0.00% | −0.04 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.04 |
| TXT Textron Inc. | Sold out | 0.00% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.03 |
| ESGU iShares ESG Aware MSCI USA | Reduce -22.2% | 0.09% | −0.03 |
| KRC Kilroy Realty Corp. | Sold out | 0.00% | −0.03 |
| GIS General Mills Inc. | Reduce -17.6% | 0.11% | −0.03 |
| J Jacobs Solutions Inc. | Sold out | 0.00% | −0.03 |
| JHX James Hardie Ord | Sold out | 0.00% | −0.03 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.03 |
| EIX Edison International | Sold out | 0.00% | −0.03 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.03 |
| MNKD Mannkind Corp. | Reduce -0.7% | 0.10% | −0.03 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −0.03 |
| WPP WPP PLC-Sponsored ADR | Sold out | 0.00% | −0.03 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.03 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| IEFA iShares Core MSCI Eafe ETF | Add +3.8% | 9.28% | +0.86 |
| JAAA Janus Henderson Aaa Clo ETF | Add +1103.0% | 0.62% | +0.56 |
| LMBS First Trust Low Duration Opp | Add +39.1% | 1.99% | +0.55 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.46% | +0.46 |
| GUNR NT Mstar GLBL NR ETF | Add +9.6% | 2.59% | +0.35 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +14.6% | 1.17% | +0.29 |
| FCX Freeport-McMoran Inc. | Add +20.5% | 1.66% | +0.26 |
| IEMG iShares Core MSCI Emerging | Add +1.8% | 3.49% | +0.13 |
| UBER Uber Technologies Inc. | Add +5.5% | 0.38% | +0.08 |
| LLY Eli Lilly & Co. | Add +10.4% | 0.54% | +0.08 |
| V Visa Inc. Class A | Add +2.5% | 0.66% | +0.07 |
| ABBV Abbvie Inc. | Add +8.7% | 0.28% | +0.06 |
| JNJ Johnson & Johnson | Add +3.7% | 0.38% | +0.06 |
| MCK McKesson Corp. | Add +1.8% | 0.34% | +0.05 |
| NTNX Nutanix Inc. Class A | New | 0.05% | +0.05 |
| KO The Coca-Cola Co. | Add +7.0% | 0.28% | +0.05 |
| PM Philip Morris International | Add +13.8% | 0.15% | +0.05 |
| XOM Exxon Mobil Corp. | Add +4.4% | 0.38% | +0.05 |
| ABT Abbott Laboratories | Add +10.0% | 0.22% | +0.05 |
| BABA Alibaba Group Holding-SP ADR | Add +15.9% | 0.11% | +0.05 |
| WBA Walgreens Boots Alliance Inc. | New | 0.04% | +0.04 |
| MBX MBX Biosciences Inc. | New | 0.04% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +0.6% | 0.64% | +0.04 |
| CRUS Cirrus Logic Inc. | New | 0.04% | +0.04 |
| CCK Crown Holdings Inc. | New | 0.04% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +6.4% | 0.57% | +0.04 |
| PGR Progressive Corp. | Add +3.9% | 0.23% | +0.04 |
| T AT&T Inc. | Add +10.8% | 0.15% | +0.04 |
| LEN Lennar Corp. Class A | Add +218.6% | 0.06% | +0.04 |
| CVS CVS Health Corp. | Add +23.6% | 0.08% | +0.04 |
| ST Sensata Technologies Holdplc | New | 0.04% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +6.2% | 0.18% | +0.04 |
| PUK Prudential PLC-ADR | New | 0.04% | +0.04 |
| TAP Molson Coors Beverage Co. Class B | New | 0.04% | +0.04 |
| ING ING Groep N.V.-Sponsored ADR | Add +1.3% | 0.18% | +0.04 |
| RTX RTX Corp. | Add +12.5% | 0.16% | +0.03 |
| MDLZ Mondelez International Inc. Class A | Add +25.4% | 0.12% | +0.03 |
| QRVO Qorvo Inc. | New | 0.03% | +0.03 |
| YETI Yeti Holdings Inc. | New | 0.03% | +0.03 |
| CI The Cigna Group | Add +48.1% | 0.08% | +0.03 |
| IBM Intl Business Machines Corp. | Add +3.3% | 0.25% | +0.03 |
| ELV Elevance Health Inc. | New | 0.03% | +0.03 |
| MPWR Monolithic Power Systems Inc. | New | 0.03% | +0.03 |
| JMBS Janus Henderson Mortg Backed | New | 0.03% | +0.03 |
| GE General Electric | Add +10.6% | 0.13% | +0.03 |
| MA Mastercard Inc. Class A | Add +6.5% | 0.37% | +0.03 |
| PDD PDD Holdings Inc. | New | 0.03% | +0.03 |
| CBOE Cboe Global Markets Inc. | New | 0.03% | +0.03 |
| JD Jd.com Inc.-ADR | New | 0.03% | +0.03 |
| KLAC KLA Corp. | Add +89.2% | 0.06% | +0.03 |
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 |