Aaron Wealth Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 3, 2025), Aaron Wealth Advisors LLC reported 628 stock positions worth $1.7 billion. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 10.0% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 6.2%) and Nvidia (NVDA, 5.4%). Compared with Q2 2025, it opened 174 new positions, sold out of 35, added to 329 and reduced 97. The biggest buy was a new position in iShares 0-3 Month Treasury B (SGOV) and the biggest sale Amgen (AMGN, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001812198
- Portfolio Value
- $1.7B (Q3 2025)
- SEC Filing
- 0001172661-25-004156 ↗ filed Oct 3, 2025
Holdings Value
Holdings 628 stocks · $1.7B
| SGOV iShares 0-3 Month Treasury B | 10.04% | 1,649,615 | $166.1M | New |
| IEFA iShares Core MSCI Eafe ETF | 6.25% | 1,184,187 | $103.4M | Add +16.7% |
| NVDA Nvidia Corp. | 5.41% | 479,620 | $89.5M | Add +219.7% |
| VONG Vanguard Russell 1000 Growth | 4.89% | 671,400 | $80.9M | Add +9.7% |
| VONV Vanguard Russell 1000 Value | 4.38% | 810,318 | $72.4M | Add +10.8% |
| MSFT Microsoft Corp. | 3.12% | 99,617 | $51.6M | Add +51.6% |
| AMGN Amgen Inc. | 3.09% | 181,339 | $51.2M | Reduce -2.5% |
| AAPL Apple Inc. | 2.88% | 186,953 | $47.6M | Add +65.2% |
| GUNR NT Mstar GLBL NR ETF | 2.37% | 894,261 | $39.2M | Add +49.3% |
| IEMG iShares Core MSCI Emerging | 2.10% | 528,127 | $34.8M | Reduce -0.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.72% | 136,680 | $28.5M | Add +41.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.53% | 85,287 | $25.4M | Add +47.5% |
| AMZN Amazon.com Inc. | 1.38% | 103,917 | $22.8M | Add +79.9% |
| JAAA Janus Henderson Aaa Clo ETF | 1.13% | 369,604 | $18.8M | Add +4.7% |
| LMBS First Trust Low Duration Opp | 1.05% | 350,126 | $17.4M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 1.04% | 23,386 | $17.2M | Add +76.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.97% | 24,010 | $16.0M | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 0.95% | 64,760 | $15.7M | Add +65.5% |
| AVGO Broadcom Inc. | 0.86% | 43,057 | $14.2M | Add +68.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.84% | 27,633 | $13.9M | Add +40.6% |
| GOOG Alphabet Inc. Class C | 0.79% | 53,495 | $13.0M | Add +57.6% |
| TSLA Tesla Inc. | 0.77% | 28,765 | $12.8M | Add +88.9% |
| FCX Freeport-McMoran Inc. | 0.71% | 300,347 | $11.8M | Reduce -23.4% |
| JPM JPMorgan Chase & Co. | 0.64% | 33,561 | $10.6M | Add +55.2% |
| TOLZ Proshares GLB Infrastructure | 0.62% | 189,296 | $10.2M | Add +18.9% |
| WMT Walmart Inc. | 0.60% | 96,978 | $10.0M | Add +43.7% |
| SUB iShares Short-Term National | 0.60% | 92,312 | $9.9M | Add +4.2% |
| VONE Vanguard Russell 1000 | 0.51% | 27,931 | $8.4M | Reduce -0.6% |
| V Visa Inc. Class A | 0.50% | 24,004 | $8.2M | Add +39.6% |
| LLY Eli Lilly & Co. | 0.46% | 10,003 | $7.6M | Add +78.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.41% | 24,509 | $6.8M | Add +1.4% |
| JNJ Johnson & Johnson | 0.40% | 35,832 | $6.6M | Add +72.0% |
| NFLX Netflix Inc. | 0.38% | 5,284 | $6.3M | Add +89.8% |
| EFA iShares MSCI Eafe ETF | 0.36% | 63,333 | $5.9M | Reduce -12.8% |
| ORCL Oracle Corp. | 0.34% | 19,714 | $5.5M | Add +15.8% |
| XOM Exxon Mobil Corp. | 0.33% | 48,502 | $5.5M | Add +72.2% |
| HD Home Depot Inc. | 0.33% | 13,381 | $5.4M | Add +67.5% |
| UBER Uber Technologies Inc. | 0.32% | 53,997 | $5.3M | Add +17.6% |
| VOO Vanguard S&P 500 ETF | 0.31% | 8,454 | $5.2M | Reduce -3.8% |
| PLTR Palantir Technologies Inc. Class A | 0.30% | 27,327 | $5.0M | Add +119.0% |
| ABBV Abbvie Inc. | 0.30% | 21,357 | $4.9M | Add +76.9% |
| IWF iShares Russell 1000 Growth | 0.29% | 10,378 | $4.9M | Reduce -51.0% |
| MA Mastercard Inc. Class A | 0.29% | 8,536 | $4.9M | Add +38.7% |
| COST Costco Wholesale Corp. | 0.28% | 5,091 | $4.7M | Add +28.4% |
| BMY Bristol-Myers Squibb Co. | 0.26% | 96,044 | $4.3M | Add +7.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.26% | 8,888 | $4.3M | No change |
| PG The Procter & Gamble Co. | 0.25% | 26,764 | $4.1M | Add +59.9% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 13,373 | $4.0M | Add +94.4% |
| IVV iShares Core S&P 500 ETF | 0.24% | 5,989 | $4.0M | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.23% | 56,631 | $3.9M | Add +64.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 75,004 | $3.9M | Add +48.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.23% | 5 | $3.8M | No change |
| IWD iShares Russell 1000 Value E | 0.22% | 17,929 | $3.7M | No change |
| CAT Caterpillar Inc. | 0.22% | 7,640 | $3.6M | Add +49.5% |
| UNH Unitedhealth Group Inc. | 0.21% | 9,908 | $3.4M | Add +218.2% |
| RTX RTX Corp. | 0.20% | 19,836 | $3.3M | Add +93.3% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.20% | 50,764 | $3.3M | Reduce -1.4% |
| LRCX Lam Research Corp. | 0.20% | 24,382 | $3.3M | Add +90.9% |
| MCK McKesson Corp. | 0.20% | 4,204 | $3.2M | Reduce -6.9% |
| WM Waste Management Inc. | 0.20% | 14,685 | $3.2M | Add +11.4% |
| ACN Accenture PLC Class A | 0.19% | 12,822 | $3.2M | Add +64.8% |
| SCHW Schwab (charles) Corp. | 0.19% | 32,625 | $3.1M | Add +73.4% |
| MCD McDonald's Corp. | 0.18% | 9,773 | $3.0M | Add +73.0% |
| ADP Automatic Data Processing | 0.18% | 10,073 | $3.0M | Add +11.4% |
| ABT Abbott Laboratories | 0.18% | 22,067 | $3.0M | Add +49.9% |
| MS Morgan Stanley | 0.18% | 18,424 | $2.9M | Add +94.8% |
| GS Goldman Sachs Group Inc. | 0.18% | 3,667 | $2.9M | Add +99.5% |
| ANET Arista Networks Inc. | 0.18% | 19,932 | $2.9M | Add +130.8% |
| WFC Wells Fargo & Co. | 0.17% | 33,499 | $2.8M | Add +49.4% |
| GD General Dynamics Corp. | 0.17% | 8,184 | $2.8M | Add +275.4% |
| DBAW Xtrackers MSCI All World Ex | 0.17% | 69,659 | $2.7M | Reduce -6.4% |
| ETN Eaton Corp. PLC | 0.16% | 7,280 | $2.7M | Add +0.3% |
| C Citigroup Inc. | 0.16% | 26,844 | $2.7M | Add +108.5% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.16% | 67,561 | $2.7M | Reduce -7.5% |
| CVX Chevron Corp. | 0.16% | 17,037 | $2.6M | Add +134.8% |
| LIN Linde PLC | 0.16% | 5,466 | $2.6M | Add +61.5% |
| CVS CVS Health Corp. | 0.16% | 34,259 | $2.6M | Add +177.4% |
| MNST Monster Beverage Corp. | 0.16% | 38,337 | $2.6M | Add +295.1% |
| PM Philip Morris International | 0.15% | 15,811 | $2.6M | Add +72.5% |
| PANW Palo Alto Networks Inc. | 0.15% | 12,519 | $2.5M | Add +246.0% |
| QCOM Qualcomm Inc. | 0.15% | 15,012 | $2.5M | Add +72.3% |
| AMAT Applied Materials Inc. | 0.15% | 12,096 | $2.5M | Add +30.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.15% | 2,551 | $2.5M | Reduce -6.4% |
| KO The Coca-Cola Co. | 0.15% | 36,573 | $2.4M | Add +4.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 21,075 | $2.4M | Add +68.8% |
| NOW ServiceNow Inc. | 0.14% | 2,583 | $2.4M | Add +156.3% |
| MDT Medtronic PLC | 0.14% | 24,871 | $2.4M | Add +209.2% |
| INTU Intuit Inc. | 0.14% | 3,457 | $2.4M | Add +66.6% |
| ADBE Adobe Inc. | 0.14% | 6,663 | $2.4M | Add +125.5% |
| SHW The Sherwin-Williams Co. | 0.14% | 6,784 | $2.3M | Add +303.3% |
| ITOT iShares Core S&P Total U.S. | 0.14% | 15,970 | $2.3M | Reduce -11.7% |
| BKNG Booking Holdings Inc. | 0.14% | 428 | $2.3M | Add +84.5% |
| SAP Sap SE-Sponsored ADR | 0.14% | 8,623 | $2.3M | Reduce -6.6% |
| T AT&T Inc. | 0.14% | 81,472 | $2.3M | Add +60.6% |
| ISRG Intuitive Surgical Inc. | 0.14% | 5,130 | $2.3M | Add +102.9% |
| COF Capital One Financial Corp. | 0.13% | 10,466 | $2.2M | Add +52.4% |
| IWM iShares Russell 2000 ETF | 0.13% | 9,010 | $2.2M | Reduce -52.0% |
| ABNB Airbnb Inc. Class A | 0.13% | 17,866 | $2.2M | Add +404.6% |
| RGLD Royal Gold Inc. | 0.13% | 10,554 | $2.1M | Add +9.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 14,442 | $2.1M | Add +3.3% |
Options reported separately and not counted above: NVDA puts ($32.7M).
Portfolio Sells Q2 2025 → Q3 2025
| AMGN Amgen Inc. | Reduce -2.5% | 3.09% | −2.21 |
| IEMG iShares Core MSCI Emerging | Reduce -0.6% | 2.10% | −1.16 |
| FCX Freeport-McMoran Inc. | Reduce -23.4% | 0.71% | −1.02 |
| LMBS First Trust Low Duration Opp | Reduce -2.0% | 1.05% | −0.74 |
| IWF iShares Russell 1000 Growth | Reduce -51.0% | 0.29% | −0.63 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.9% | 0.97% | −0.59 |
| EFA iShares MSCI Eafe ETF | Reduce -12.8% | 0.36% | −0.31 |
| VONE Vanguard Russell 1000 | Reduce -0.6% | 0.51% | −0.30 |
| IWM iShares Russell 2000 ETF | Reduce -52.0% | 0.13% | −0.28 |
| VOO Vanguard S&P 500 ETF | Reduce -3.8% | 0.31% | −0.20 |
| SAP Sap SE-Sponsored ADR | Reduce -6.6% | 0.14% | −0.15 |
| MCK McKesson Corp. | Reduce -6.9% | 0.20% | −0.14 |
| IBM Intl Business Machines Corp. | Reduce -12.5% | 0.12% | −0.13 |
| DHR Danaher Corp. | Reduce -75.2% | 0.02% | −0.12 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -7.5% | 0.16% | −0.12 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -1.4% | 0.20% | −0.12 |
| DBAW Xtrackers MSCI All World Ex | Reduce -6.4% | 0.17% | −0.11 |
| ITOT iShares Core S&P Total U.S. | Reduce -11.7% | 0.14% | −0.11 |
| CAH Cardinal Health Inc. | Reduce -34.5% | 0.06% | −0.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -20.1% | 0.05% | −0.09 |
| MLPX Global X MLP & Energy Infras | Reduce -51.3% | 0.03% | −0.08 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -6.4% | 0.15% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -21.2% | 0.05% | −0.07 |
| SNY Sanofi-ADR | Reduce -19.3% | 0.06% | −0.07 |
| SYK Stryker Corp. | Reduce -20.1% | 0.05% | −0.07 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Reduce -18.1% | 0.05% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.1% | 0.10% | −0.06 |
| SHEL Shell PLC-ADR | Reduce -4.0% | 0.08% | −0.06 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Reduce -16.8% | 0.08% | −0.06 |
| ING ING Groep N.V.-Sponsored ADR | Reduce -4.4% | 0.12% | −0.06 |
| UL Unilever PLC | Reduce -2.5% | 0.07% | −0.06 |
| RELX Relx PLC - Spon ADR | Reduce -11.8% | 0.05% | −0.06 |
| CWAN Clearwater Analytics HDS-A | Reduce -4.7% | 0.05% | −0.05 |
| SONY Sony Group Corp. - SP ADR | Reduce -2.5% | 0.09% | −0.05 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -5.0% | 0.09% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -22.2% | 0.05% | −0.05 |
| HSBC HSBC Holdings PLC-Spons ADR | Reduce -0.9% | 0.11% | −0.05 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -13.7% | 0.04% | −0.05 |
| K Kellanova | Reduce -66.0% | 0.01% | −0.05 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 0.08% | −0.05 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.04 |
| TTE Totalenergies SE -Spon ADR | Reduce -19.6% | 0.04% | −0.04 |
| COR Cencora Inc. | Reduce -58.7% | 0.01% | −0.04 |
| ITW Illinois Tool Works | Reduce -26.6% | 0.04% | −0.04 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.04 |
| SBUX Starbucks Corp. | Reduce -22.0% | 0.03% | −0.04 |
| HDB HDFC Bank Ltd.-ADR | Reduce -0.1% | 0.04% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.4% | 0.06% | −0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| SGOV iShares 0-3 Month Treasury B | New | 10.04% | +10.04 |
| NVDA Nvidia Corp. | Add +219.7% | 5.41% | +2.99 |
| AAPL Apple Inc. | Add +65.2% | 2.88% | +0.50 |
| TSLA Tesla Inc. | Add +88.9% | 0.77% | +0.28 |
| GOOGL Alphabet Inc. Class A | Add +65.5% | 0.95% | +0.25 |
| GOOG Alphabet Inc. Class C | Add +57.6% | 0.79% | +0.17 |
| AVGO Broadcom Inc. | Add +68.1% | 0.86% | +0.14 |
| PLTR Palantir Technologies Inc. Class A | Add +119.0% | 0.30% | +0.13 |
| TSN Tyson Foods Inc. Class A | New | 0.11% | +0.11 |
| UNH Unitedhealth Group Inc. | Add +218.2% | 0.21% | +0.11 |
| GD General Dynamics Corp. | Add +275.4% | 0.17% | +0.10 |
| RHI Robert Half Inc. | New | 0.10% | +0.10 |
| MNST Monster Beverage Corp. | Add +295.1% | 0.16% | +0.09 |
| EXPE Expedia Group Inc. | Add +570.2% | 0.11% | +0.09 |
| OC Owens Corning | New | 0.09% | +0.09 |
| DGX Quest Diagnostics Inc. | New | 0.09% | +0.09 |
| TTC Toro Co. | New | 0.09% | +0.09 |
| ANET Arista Networks Inc. | Add +130.8% | 0.18% | +0.09 |
| AN Autonation Inc. | New | 0.08% | +0.08 |
| FWONK Liberty Media Corp. Class C | New | 0.08% | +0.08 |
| AMZN Amazon.com Inc. | Add +79.9% | 1.38% | +0.08 |
| ABNB Airbnb Inc. Class A | Add +404.6% | 0.13% | +0.08 |
| SHW The Sherwin-Williams Co. | Add +303.3% | 0.14% | +0.08 |
| KRC Kilroy Realty Corp. | Add +521.6% | 0.11% | +0.08 |
| PANW Palo Alto Networks Inc. | Add +246.0% | 0.15% | +0.08 |
| JNJ Johnson & Johnson | Add +72.0% | 0.40% | +0.08 |
| CCK Crown Holdings Inc. | Add +406.0% | 0.12% | +0.08 |
| TPR Tapestry Inc. | New | 0.07% | +0.07 |
| GRMN Garmin Ltd. | Add +471.0% | 0.10% | +0.07 |
| ZM Zoom Communications Inc. | Add +323.0% | 0.12% | +0.07 |
| G Genpact Ltd. | Add +436.4% | 0.11% | +0.07 |
| MAS Masco Corp. | Add +272.3% | 0.12% | +0.07 |
| ADSK Autodesk Inc. | Add +361.6% | 0.11% | +0.07 |
| MDT Medtronic PLC | Add +209.2% | 0.14% | +0.07 |
| DT Dynatrace Inc. | Add +570.2% | 0.10% | +0.07 |
| MIDD Middleby Corp. | New | 0.07% | +0.07 |
| BYD Boyd Gaming Corp. | Add +367.5% | 0.10% | +0.07 |
| LRCX Lam Research Corp. | Add +90.9% | 0.20% | +0.07 |
| ABBV Abbvie Inc. | Add +76.9% | 0.30% | +0.07 |
| SWKS Skyworks Solutions Inc. | Add +402.1% | 0.10% | +0.07 |
| CVS CVS Health Corp. | Add +177.4% | 0.16% | +0.07 |
| FR First Industrial Realty TR | New | 0.07% | +0.07 |
| URI United Rentals Inc. | Add +264.0% | 0.11% | +0.07 |
| CF CF Industries Holdings Inc. | New | 0.07% | +0.07 |
| CGNX Cognex Corp. | New | 0.07% | +0.07 |
| AWI Armstrong World Industries | New | 0.07% | +0.07 |
| MOH Molina Healthcare Inc. | New | 0.07% | +0.07 |
| INGR Ingredion Inc. | New | 0.07% | +0.07 |
| DG Dollar General Corp. | New | 0.06% | +0.06 |
| GE General Electric | Add +94.4% | 0.24% | +0.06 |
Options Activity Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | put | New | 175,000 | $32.7M |
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 |