Aaron Wealth Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Aaron Wealth Advisors LLC reported 489 stock positions worth $978.9 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 8.7% of the portfolio, followed by Vanguard Russell 1000 Growth (VONG, 6.8%) and Vanguard Russell 1000 Value (VONV, 6.4%). Compared with Q1 2025, it opened 75 new positions, sold out of 36, added to 242 and reduced 144. The biggest buy was Janus Henderson Aaa Clo ETF (JAAA, shares +233%) and the biggest sale Amgen (AMGN, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001812198
- Portfolio Value
- $978.9M (Q2 2025)
- SEC Filing
- 0001172661-25-002506 ↗ filed Jul 9, 2025
Holdings Value
Holdings 489 stocks · $978.9M
| IEFA iShares Core MSCI Eafe ETF | 8.66% | 1,015,107 | $84.7M | Reduce -5.1% |
| VONG Vanguard Russell 1000 Growth | 6.82% | 611,791 | $66.8M | Add +4.6% |
| VONV Vanguard Russell 1000 Value | 6.37% | 731,432 | $62.3M | Add +1.5% |
| AMGN Amgen Inc. | 5.30% | 185,888 | $51.9M | Reduce -0.1% |
| MSFT Microsoft Corp. | 3.34% | 65,688 | $32.7M | Add +7.8% |
| IEMG iShares Core MSCI Emerging | 3.26% | 531,474 | $31.9M | Reduce -5.7% |
| GUNR NT Mstar GLBL NR ETF | 2.45% | 599,090 | $24.0M | Add +2.9% |
| NVDA Nvidia Corp. | 2.42% | 150,018 | $23.7M | Add +7.1% |
| AAPL Apple Inc. | 2.37% | 113,152 | $23.2M | Add +6.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.92% | 96,575 | $18.8M | Reduce -3.5% |
| JAAA Janus Henderson Aaa Clo ETF | 1.83% | 352,892 | $17.9M | Add +232.8% |
| LMBS First Trust Low Duration Opp | 1.80% | 357,186 | $17.6M | Add +1.4% |
| FCX Freeport-McMoran Inc. | 1.74% | 391,864 | $17.0M | Add +2.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.64% | 57,801 | $16.0M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.56% | 24,734 | $15.3M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.29% | 57,770 | $12.7M | Add +7.3% |
| META Meta Platforms Inc. Class A | 1.00% | 13,246 | $9.8M | Add +7.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.98% | 19,654 | $9.5M | Add +2.6% |
| SUB iShares Short-Term National | 0.96% | 88,566 | $9.4M | Reduce -10.2% |
| IWF iShares Russell 1000 Growth | 0.92% | 21,188 | $9.0M | No change |
| TOLZ Proshares GLB Infrastructure | 0.88% | 159,225 | $8.6M | Reduce -0.2% |
| VONE Vanguard Russell 1000 | 0.81% | 28,101 | $7.9M | Add +0.1% |
| AVGO Broadcom Inc. | 0.72% | 25,612 | $7.1M | Add +10.2% |
| GOOGL Alphabet Inc. Class A | 0.70% | 39,132 | $6.9M | Add +5.1% |
| WMT Walmart Inc. | 0.67% | 67,479 | $6.6M | Add +1.9% |
| EFA iShares MSCI Eafe ETF | 0.66% | 72,608 | $6.5M | No change |
| JPM JPMorgan Chase & Co. | 0.64% | 21,619 | $6.3M | Add +7.1% |
| V Visa Inc. Class A | 0.62% | 17,198 | $6.1M | Add +4.9% |
| GOOG Alphabet Inc. Class C | 0.62% | 33,947 | $6.0M | Add +6.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.56% | 24,174 | $5.5M | Add +28.4% |
| VOO Vanguard S&P 500 ETF | 0.51% | 8,783 | $5.0M | Reduce -3.9% |
| TSLA Tesla Inc. | 0.49% | 15,227 | $4.8M | Add +8.4% |
| LLY Eli Lilly & Co. | 0.45% | 5,611 | $4.4M | Reduce -0.7% |
| UBER Uber Technologies Inc. | 0.44% | 45,909 | $4.3M | Add +2.2% |
| BMY Bristol-Myers Squibb Co. | 0.42% | 89,229 | $4.1M | Reduce -1.9% |
| IWM iShares Russell 2000 ETF | 0.41% | 18,777 | $4.1M | Add +2.6% |
| COST Costco Wholesale Corp. | 0.40% | 3,964 | $3.9M | Add +25.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 8,888 | $3.9M | No change |
| NFLX Netflix Inc. | 0.38% | 2,784 | $3.7M | Add +4.6% |
| ORCL Oracle Corp. | 0.38% | 17,023 | $3.7M | Add +3.1% |
| IVV iShares Core S&P 500 ETF | 0.38% | 5,977 | $3.7M | Add +9.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.37% | 5 | $3.6M | No change |
| IWD iShares Russell 1000 Value E | 0.36% | 17,929 | $3.5M | No change |
| MA Mastercard Inc. Class A | 0.35% | 6,155 | $3.5M | Add +5.7% |
| MCK McKesson Corp. | 0.34% | 4,515 | $3.3M | Add +1.4% |
| JNJ Johnson & Johnson | 0.33% | 20,826 | $3.2M | Add +3.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.32% | 51,504 | $3.1M | Reduce -7.8% |
| XOM Exxon Mobil Corp. | 0.31% | 28,167 | $3.0M | Add +0.4% |
| WM Waste Management Inc. | 0.31% | 13,181 | $3.0M | Reduce -1.4% |
| HD Home Depot Inc. | 0.30% | 7,987 | $2.9M | Add +5.9% |
| SAP Sap SE-Sponsored ADR | 0.29% | 9,233 | $2.8M | Add +3.6% |
| ADP Automatic Data Processing | 0.28% | 9,042 | $2.8M | Add +1.5% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.28% | 73,016 | $2.8M | Reduce -2.7% |
| DBAW Xtrackers MSCI All World Ex | 0.28% | 74,418 | $2.7M | Reduce -11.4% |
| PG The Procter & Gamble Co. | 0.27% | 16,740 | $2.7M | Reduce -1.3% |
| ETN Eaton Corp. PLC | 0.26% | 7,259 | $2.6M | Add +7.6% |
| KO The Coca-Cola Co. | 0.25% | 35,123 | $2.5M | Add +2.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 8,312 | $2.5M | Reduce -4.5% |
| ITOT iShares Core S&P Total U.S. | 0.25% | 18,082 | $2.4M | Reduce -4.1% |
| CSCO Cisco Systems Inc. | 0.24% | 34,384 | $2.4M | Add +2.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 50,376 | $2.4M | Add +5.9% |
| ACN Accenture PLC Class A | 0.24% | 7,780 | $2.3M | Add +0.7% |
| ABBV Abbvie Inc. | 0.23% | 12,073 | $2.2M | Add +3.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.22% | 2,725 | $2.2M | Add +4.4% |
| PGR Progressive Corp. | 0.21% | 7,560 | $2.0M | Add +7.9% |
| ABT Abbott Laboratories | 0.20% | 14,719 | $2.0M | Add +3.0% |
| CAT Caterpillar Inc. | 0.20% | 5,111 | $2.0M | Reduce -8.6% |
| NVS Novartis AG-Sponsored ADR | 0.19% | 15,228 | $1.8M | Add +4.5% |
| SPGI S&P Global Inc. | 0.19% | 3,472 | $1.8M | Add +1.2% |
| CRM Salesforce Inc. | 0.19% | 6,673 | $1.8M | Reduce -2.0% |
| WFC Wells Fargo & Co. | 0.18% | 22,417 | $1.8M | Add +8.7% |
| ING ING Groep N.V.-Sponsored ADR | 0.18% | 81,384 | $1.8M | Add +4.3% |
| GE General Electric filed as GE AEROSPACE | 0.18% | 6,880 | $1.8M | Add +18.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 13,983 | $1.7M | Reduce -1.2% |
| SCHW Schwab (charles) Corp. | 0.18% | 18,814 | $1.7M | Add +7.9% |
| RGLD Royal Gold Inc. | 0.17% | 9,628 | $1.7M | Reduce -2.6% |
| AMAT Applied Materials Inc. | 0.17% | 9,303 | $1.7M | Add +4.9% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 12,475 | $1.7M | Add +14.1% |
| PM Philip Morris International | 0.17% | 9,167 | $1.7M | Add +9.1% |
| MCD McDonald's Corp. | 0.17% | 5,650 | $1.7M | Reduce -2.7% |
| INTU Intuit Inc. | 0.17% | 2,075 | $1.6M | Add +96.5% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 25,612 | $1.6M | Reduce -5.5% |
| LIN Linde PLC | 0.16% | 3,384 | $1.6M | Add +2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 6,698 | $1.6M | Add +1.6% |
| CAH Cardinal Health Inc. | 0.16% | 9,437 | $1.6M | Add +1.9% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.16% | 25,691 | $1.6M | Add +3.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 12,488 | $1.5M | Add +6.6% |
| RTX RTX Corp. | 0.15% | 10,264 | $1.5M | Reduce -3.8% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 13,665 | $1.5M | Reduce -6.1% |
| WPM Wheaton Precious Metals Corp. | 0.15% | 16,508 | $1.5M | Reduce -1.0% |
| AZN Astrazeneca PLC-Spons ADR | 0.15% | 21,079 | $1.5M | Add +2.8% |
| T AT&T Inc. | 0.15% | 50,733 | $1.5M | Add +10.3% |
| COF Capital One Financial Corp. | 0.15% | 6,867 | $1.5M | Add +109.2% |
| SONY Sony Group Corp. - SP ADR | 0.15% | 55,754 | $1.5M | Add +6.0% |
| AMD Advanced Micro Devices | 0.15% | 10,196 | $1.4M | Reduce -2.1% |
| SHEL Shell PLC-ADR | 0.15% | 20,369 | $1.4M | Add +4.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.15% | 3,219 | $1.4M | Reduce -2.7% |
| DHR Danaher Corp. | 0.14% | 7,172 | $1.4M | Reduce -3.6% |
| GILD Gilead Sciences Inc. | 0.14% | 12,675 | $1.4M | Add +13.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.14% | 20,315 | $1.4M | Reduce -6.3% |
Portfolio Sells Q1 2025 → Q2 2025
| AMGN Amgen Inc. | Reduce -0.1% | 5.30% | −1.35 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -5.1% | 8.66% | −0.62 |
| SUB iShares Short-Term National | Reduce -10.2% | 0.96% | −0.23 |
| IEMG iShares Core MSCI Emerging | Reduce -5.7% | 3.26% | −0.23 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.9% | 0.42% | −0.21 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.5% | 1.92% | −0.21 |
| UNH Unitedhealth Group Inc. | Reduce -34.8% | 0.10% | −0.19 |
| TGT Target Corp. | Reduce -74.6% | 0.03% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -0.7% | 0.45% | −0.09 |
| TOLZ Proshares GLB Infrastructure | Reduce -0.2% | 0.88% | −0.09 |
| CVX Chevron Corp. | Reduce -21.3% | 0.11% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -30.6% | 0.07% | −0.07 |
| DBAW Xtrackers MSCI All World Ex | Reduce -11.4% | 0.28% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.27% | −0.06 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -14.0% | 0.10% | −0.05 |
| TSN Tyson Foods Inc. Class A | Sold out | 0.00% | −0.05 |
| WM Waste Management Inc. | Reduce -1.4% | 0.31% | −0.05 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -17.9% | 0.14% | −0.05 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -0.5% | 1.64% | −0.04 |
| COP Conocophillips | Reduce -21.7% | 0.06% | −0.04 |
| MCD McDonald's Corp. | Reduce -2.7% | 0.17% | −0.04 |
| PEP Pepsico Inc. | Reduce -12.2% | 0.08% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -2.7% | 0.15% | −0.04 |
| UNP Union Pacific Corp. | Reduce -11.5% | 0.12% | −0.04 |
| TAP Molson Coors Beverage Co. Class B | Sold out | 0.00% | −0.04 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -7.8% | 0.32% | −0.03 |
| GIS General Mills Inc. | Reduce -12.5% | 0.07% | −0.03 |
| PCAR Paccar Inc. | Reduce -51.3% | 0.03% | −0.03 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| QRVO Qorvo Inc. | Sold out | 0.00% | −0.03 |
| JAZZ Jazz Pharmaceuticals PLC | Sold out | 0.00% | −0.03 |
| EOG EOG Resources Inc. | Reduce -27.8% | 0.05% | −0.03 |
| FISV Fiserv Inc. | Reduce -14.1% | 0.05% | −0.03 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −0.03 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 1.56% | −0.03 |
| DHR Danaher Corp. | Reduce -3.6% | 0.14% | −0.03 |
| MAT Mattel Inc. | Sold out | 0.00% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -11.3% | 0.09% | −0.03 |
| ESI Element Solutions Inc. | Sold out | 0.00% | −0.03 |
| PSA Public Storage | Sold out | 0.00% | −0.03 |
| TRMB Trimble Inc. | Sold out | 0.00% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -6.3% | 0.14% | −0.03 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -2.7% | 0.28% | −0.03 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -3.9% | 0.51% | −0.03 |
| ED Consolidated Edison Inc. | Reduce -5.8% | 0.09% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| JAAA Janus Henderson Aaa Clo ETF | Add +232.8% | 1.83% | +1.21 |
| MSFT Microsoft Corp. | Add +7.8% | 3.34% | +0.72 |
| NVDA Nvidia Corp. | Add +7.1% | 2.42% | +0.68 |
| VONG Vanguard Russell 1000 Growth | Add +4.6% | 6.82% | +0.61 |
| AVGO Broadcom Inc. | Add +10.2% | 0.72% | +0.28 |
| TSM Taiwan Semiconductor-SP ADR | Add +28.4% | 0.56% | +0.20 |
| META Meta Platforms Inc. Class A | Add +7.5% | 1.00% | +0.18 |
| AMZN Amazon.com Inc. | Add +7.3% | 1.29% | +0.12 |
| ORCL Oracle Corp. | Add +3.1% | 0.38% | +0.12 |
| CWAN Clearwater Analytics HDS-A | New | 0.10% | +0.10 |
| NFLX Netflix Inc. | Add +4.6% | 0.38% | +0.10 |
| INTU Intuit Inc. | Add +96.5% | 0.17% | +0.09 |
| COF Capital One Financial Corp. | Add +109.2% | 0.15% | +0.08 |
| FCX Freeport-McMoran Inc. | Add +2.6% | 1.74% | +0.08 |
| TSLA Tesla Inc. | Add +8.4% | 0.49% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +101.9% | 0.12% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +7.1% | 0.64% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +14.1% | 0.17% | +0.07 |
| GEV GE Vernova Inc. | Add +36.9% | 0.12% | +0.07 |
| UBER Uber Technologies Inc. | Add +2.2% | 0.44% | +0.06 |
| COST Costco Wholesale Corp. | Add +25.7% | 0.40% | +0.06 |
| ETN Eaton Corp. PLC | Add +7.6% | 0.26% | +0.05 |
| ZBRA Zebra Technologies Corp. Class A | New | 0.05% | +0.05 |
| GE General Electric | Add +18.7% | 0.18% | +0.05 |
| CCL Carnival Corp. | New | 0.05% | +0.05 |
| MSTR Strategy Inc. | New | 0.05% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +6.8% | 0.62% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +5.1% | 0.70% | +0.04 |
| NRG NRG Energy Inc. | New | 0.04% | +0.04 |
| HOOD Robinhood Markets Inc. Class A | New | 0.04% | +0.04 |
| FIVE Five Below | New | 0.04% | +0.04 |
| SMG Scotts Miracle-Gro Co. | New | 0.04% | +0.04 |
| VST Vistra Corp. | New | 0.04% | +0.04 |
| COIN Coinbase Global Inc. Class A | New | 0.04% | +0.04 |
| TER Teradyne Inc. | New | 0.03% | +0.03 |
| JBHT Hunt (jb) Transprt SVCS Inc. | New | 0.03% | +0.03 |
| LRCX Lam Research Corp. | Add +15.0% | 0.13% | +0.03 |
| SWKS Skyworks Solutions Inc. | New | 0.03% | +0.03 |
| WF Woori Financial-Spon ADR | New | 0.03% | +0.03 |
| NOW ServiceNow Inc. | Add +21.6% | 0.11% | +0.03 |
| AXON Axon Enterprise Inc. | New | 0.03% | +0.03 |
| PODD Insulet Corp. | New | 0.03% | +0.03 |
| TTEK Tetra Tech Inc. | New | 0.03% | +0.03 |
| KLAC KLA Corp. | Add +25.2% | 0.09% | +0.03 |
| PKW Invesco Buyback Achievers Et | New | 0.03% | +0.03 |
| APH Amphenol Corp. Class A | Add +25.1% | 0.07% | +0.03 |
| WDC Western Digital Corp. | New | 0.03% | +0.03 |
| NDAQ Nasdaq Inc. | New | 0.03% | +0.03 |
| VMI Valmont Industries | New | 0.03% | +0.03 |
| A Agilent Technologies Inc. | New | 0.03% | +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 |