Aaron Wealth Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Aaron Wealth Advisors LLC reported 674 stock positions worth $1.8 billion. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 6.5% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 6.5%) and Nvidia (NVDA, 5.5%). Compared with Q3 2025, it opened 97 new positions, sold out of 51, added to 395 and reduced 155. The biggest buy was Apple (AAPL, shares +25%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001812198
- Portfolio Value
- $1.8B (Q4 2025)
- SEC Filing
- 0001172661-26-000232 ↗ filed Jan 21, 2026
Holdings Value
Holdings 674 stocks · $1.8B
| SGOV iShares 0-3 Month Treasury B | 6.47% | 1,158,134 | $116.3M | Reduce -29.8% |
| IEFA iShares Core MSCI Eafe ETF | 6.46% | 1,297,594 | $116.1M | Add +9.6% |
| NVDA Nvidia Corp. | 5.46% | 526,042 | $98.1M | Add +9.7% |
| VONG Vanguard Russell 1000 Growth | 4.89% | 721,331 | $87.8M | Add +7.4% |
| VONV Vanguard Russell 1000 Value | 4.50% | 876,547 | $80.9M | Add +8.2% |
| AAPL Apple Inc. | 3.54% | 234,058 | $63.6M | Add +25.2% |
| AMGN Amgen Inc. | 3.02% | 165,841 | $54.3M | Reduce -8.6% |
| MSFT Microsoft Corp. | 2.88% | 107,077 | $51.8M | Add +7.5% |
| GUNR NT Mstar GLBL NR ETF | 2.40% | 941,998 | $43.2M | Add +5.3% |
| IEMG iShares Core MSCI Emerging | 2.02% | 539,058 | $36.2M | Add +2.1% |
| AMZN Amazon.com Inc. | 1.67% | 129,910 | $30.0M | Add +25.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.63% | 138,251 | $29.3M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 1.47% | 84,645 | $26.5M | Add +30.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.47% | 87,472 | $26.4M | Add +2.6% |
| LMBS First Trust Low Duration Opp | 1.27% | 458,338 | $22.9M | Add +30.9% |
| GOOG Alphabet Inc. Class C | 1.12% | 64,111 | $20.1M | Add +19.8% |
| META Meta Platforms Inc. Class A | 1.03% | 28,108 | $18.6M | Add +20.2% |
| AVGO Broadcom Inc. | 1.02% | 53,214 | $18.4M | Add +23.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.91% | 23,918 | $16.3M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.88% | 31,586 | $15.9M | Add +14.3% |
| TSLA Tesla Inc. | 0.86% | 34,526 | $15.5M | Add +20.0% |
| LLY Eli Lilly & Co. | 0.73% | 12,196 | $13.1M | Add +21.9% |
| JPM JPMorgan Chase & Co. | 0.72% | 40,218 | $13.0M | Add +19.8% |
| FCX Freeport-McMoran Inc. | 0.67% | 238,094 | $12.1M | Reduce -20.7% |
| WMT Walmart Inc. | 0.66% | 106,306 | $11.8M | Add +9.6% |
| TOLZ Proshares GLB Infrastructure | 0.59% | 194,850 | $10.6M | Add +2.9% |
| SUB iShares Short-Term National | 0.58% | 97,296 | $10.4M | Add +5.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.57% | 33,522 | $10.2M | Add +36.8% |
| V Visa Inc. Class A | 0.54% | 27,605 | $9.7M | Add +15.0% |
| JNJ Johnson & Johnson | 0.48% | 41,305 | $8.5M | Add +15.3% |
| VONE Vanguard Russell 1000 | 0.44% | 25,517 | $7.9M | Reduce -8.6% |
| XOM Exxon Mobil Corp. | 0.40% | 58,996 | $7.1M | Add +21.6% |
| CAT Caterpillar Inc. | 0.39% | 12,320 | $7.1M | Add +61.3% |
| MA Mastercard Inc. Class A | 0.38% | 12,027 | $6.9M | Add +40.9% |
| EFA iShares MSCI Eafe ETF | 0.34% | 63,299 | $6.1M | Reduce -0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.33% | 33,578 | $6.0M | Add +22.9% |
| ABBV Abbvie Inc. | 0.32% | 25,340 | $5.8M | Add +18.6% |
| CSCO Cisco Systems Inc. | 0.32% | 73,857 | $5.7M | Add +30.4% |
| BMY Bristol-Myers Squibb Co. | 0.30% | 98,409 | $5.3M | Add +2.5% |
| VOO Vanguard S&P 500 ETF | 0.29% | 8,244 | $5.2M | Reduce -2.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 90,932 | $5.0M | Add +21.2% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 15,757 | $4.9M | Add +17.8% |
| IWF iShares Russell 1000 Growth | 0.26% | 10,002 | $4.7M | Reduce -3.6% |
| COST Costco Wholesale Corp. | 0.26% | 5,449 | $4.7M | Add +7.0% |
| LRCX Lam Research Corp. | 0.25% | 26,438 | $4.5M | Add +8.4% |
| ORCL Oracle Corp. | 0.25% | 22,990 | $4.5M | Add +16.6% |
| UBER Uber Technologies Inc. | 0.24% | 53,060 | $4.3M | Reduce -1.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 8,885 | $4.3M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 0.23% | 29,342 | $4.2M | Add +9.6% |
| RTX RTX Corp. | 0.23% | 22,807 | $4.2M | Add +15.0% |
| IVV iShares Core S&P 500 ETF | 0.23% | 6,004 | $4.1M | Add +0.3% |
| QCOM Qualcomm Inc. | 0.22% | 23,559 | $4.0M | Add +56.9% |
| AMAT Applied Materials Inc. | 0.22% | 15,562 | $4.0M | Add +28.6% |
| MU Micron Technology Inc. | 0.22% | 13,953 | $4.0M | Add +31.0% |
| GS Goldman Sachs Group Inc. | 0.22% | 4,438 | $3.9M | Add +21.0% |
| MS Morgan Stanley | 0.21% | 21,730 | $3.9M | Add +17.9% |
| WFC Wells Fargo & Co. | 0.21% | 40,917 | $3.8M | Add +22.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.21% | 5 | $3.8M | No change |
| IWD iShares Russell 1000 Value E | 0.21% | 17,929 | $3.8M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.21% | 3,497 | $3.7M | Add +37.1% |
| ACN Accenture PLC Class A | 0.21% | 13,834 | $3.7M | Add +7.9% |
| WM Waste Management Inc. | 0.21% | 16,820 | $3.7M | Add +14.5% |
| ABT Abbott Laboratories | 0.21% | 29,447 | $3.7M | Add +33.4% |
| SCHW Schwab (charles) Corp. | 0.21% | 36,896 | $3.7M | Add +13.1% |
| NFLX Netflix Inc. | 0.20% | 38,981 | $3.7M | Reduce -26.2% |
| AMD Advanced Micro Devices | 0.20% | 16,648 | $3.6M | Add +58.0% |
| ISRG Intuitive Surgical Inc. | 0.20% | 6,280 | $3.6M | Add +22.4% |
| C Citigroup Inc. | 0.20% | 30,218 | $3.5M | Add +12.6% |
| MCD McDonald's Corp. | 0.20% | 11,524 | $3.5M | Add +17.9% |
| KO The Coca-Cola Co. | 0.19% | 49,088 | $3.4M | Add +34.2% |
| HD Home Depot Inc. | 0.19% | 9,958 | $3.4M | Reduce -25.6% |
| UNH Unitedhealth Group Inc. | 0.19% | 10,286 | $3.4M | Add +3.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.19% | 50,245 | $3.4M | Reduce -1.0% |
| PM Philip Morris International | 0.19% | 20,918 | $3.4M | Add +32.3% |
| MCK McKesson Corp. | 0.18% | 4,026 | $3.3M | Reduce -4.2% |
| BKNG Booking Holdings Inc. | 0.18% | 613 | $3.3M | Add +43.2% |
| CRM Salesforce Inc. | 0.18% | 11,977 | $3.2M | Add +48.8% |
| ADP Automatic Data Processing | 0.17% | 12,208 | $3.1M | Add +21.2% |
| CVX Chevron Corp. | 0.17% | 20,103 | $3.1M | Add +18.0% |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 5,268 | $3.1M | Add +25.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 10,112 | $3.0M | Add +39.0% |
| MRK Merck & Co. Inc. | 0.17% | 28,421 | $3.0M | Add +62.0% |
| GD General Dynamics Corp. | 0.17% | 8,862 | $3.0M | Add +8.3% |
| COF Capital One Financial Corp. | 0.16% | 12,150 | $2.9M | Add +16.1% |
| MNST Monster Beverage Corp. | 0.16% | 38,001 | $2.9M | Reduce -0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 25,526 | $2.9M | Add +21.1% |
| CVS CVS Health Corp. | 0.16% | 36,346 | $2.9M | Add +6.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 18,574 | $2.9M | Add +28.6% |
| INTU Intuit Inc. | 0.16% | 4,251 | $2.8M | Add +23.0% |
| MDT Medtronic PLC | 0.16% | 29,066 | $2.8M | Add +16.9% |
| ADBE Adobe Inc. | 0.15% | 7,909 | $2.8M | Add +18.7% |
| ETN Eaton Corp. PLC | 0.15% | 8,622 | $2.7M | Add +18.4% |
| AXP American Express Co. | 0.15% | 7,372 | $2.7M | Add +38.3% |
| EXPE Expedia Group Inc. | 0.15% | 9,623 | $2.7M | Add +11.9% |
| NVS Novartis AG-Sponsored ADR | 0.15% | 19,719 | $2.7M | Add +26.1% |
| RGLD Royal Gold Inc. | 0.14% | 11,705 | $2.6M | Add +10.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.14% | 27,984 | $2.6M | Add +31.9% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.14% | 32,564 | $2.6M | Add +28.0% |
| ABNB Airbnb Inc. Class A | 0.14% | 18,764 | $2.5M | Add +5.0% |
| SAP Sap SE-Sponsored ADR | 0.14% | 10,326 | $2.5M | Add +19.8% |
Options reported separately and not counted above: NVDA puts ($32.6M).
Portfolio Sells Q3 2025 → Q4 2025
| SGOV iShares 0-3 Month Treasury B | Reduce -29.8% | 6.47% | −3.57 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -97.7% | 0.02% | −1.11 |
| NFLX Netflix Inc. | Reduce -26.2% | 0.20% | −0.18 |
| HD Home Depot Inc. | Reduce -25.6% | 0.19% | −0.14 |
| MAS Masco Corp. | Reduce -65.0% | 0.04% | −0.09 |
| TTC Toro Co. | Sold out | 0.00% | −0.09 |
| SWKS Skyworks Solutions Inc. | Reduce -69.0% | 0.02% | −0.08 |
| NOW ServiceNow Inc. | Reduce -41.3% | 0.06% | −0.08 |
| UBER Uber Technologies Inc. | Reduce -1.7% | 0.24% | −0.08 |
| FFIV F5 Inc. | Reduce -71.2% | 0.02% | −0.07 |
| OC Owens Corning | Reduce -73.8% | 0.02% | −0.07 |
| AMGN Amgen Inc. | Reduce -8.6% | 3.02% | −0.07 |
| VONE Vanguard Russell 1000 | Reduce -8.6% | 0.44% | −0.07 |
| AN Autonation Inc. | Reduce -80.7% | 0.01% | −0.07 |
| MIDD Middleby Corp. | Sold out | 0.00% | −0.07 |
| GRMN Garmin Ltd. | Reduce -60.1% | 0.03% | −0.07 |
| BA The Boeing Co. | Reduce -72.6% | 0.02% | −0.07 |
| SHW The Sherwin-Williams Co. | Reduce -38.9% | 0.07% | −0.07 |
| CF CF Industries Holdings Inc. | Sold out | 0.00% | −0.07 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.07 |
| ANET Arista Networks Inc. | Reduce -23.0% | 0.11% | −0.06 |
| OKTA Okta Inc. | Reduce -73.3% | 0.02% | −0.06 |
| KRC Kilroy Realty Corp. | Reduce -47.5% | 0.05% | −0.06 |
| DBAW Xtrackers MSCI All World Ex | Reduce -34.1% | 0.11% | −0.06 |
| KMB Kimberly-Clark Corp. | Reduce -74.2% | 0.01% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 0.91% | −0.06 |
| DT Dynatrace Inc. | Reduce -50.5% | 0.04% | −0.06 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.06 |
| OZK Bank Ozk | Reduce -75.2% | 0.01% | −0.06 |
| PANW Palo Alto Networks Inc. | Reduce -23.6% | 0.10% | −0.06 |
| RHI Robert Half Inc. | Reduce -36.8% | 0.05% | −0.05 |
| PCTY Paylocity Holding Corp. | Reduce -53.0% | 0.04% | −0.05 |
| MHK Mohawk Industries Inc. | Sold out | 0.00% | −0.05 |
| CTAS Cintas Corp. | Reduce -58.4% | 0.03% | −0.05 |
| DELL Dell Technologies -C | Reduce -63.6% | 0.02% | −0.05 |
| NTNX Nutanix Inc. Class A | Sold out | 0.00% | −0.05 |
| ETSY Etsy Inc. | Reduce -70.5% | 0.01% | −0.05 |
| HIW Highwoods Properties Inc. | Reduce -70.3% | 0.01% | −0.04 |
| GTES Gates Industrial Corp. UK Ltd. | Reduce -68.3% | 0.01% | −0.04 |
| HUM Humana Inc. | Sold out | 0.00% | −0.04 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -23.5% | 0.12% | −0.04 |
| RMD Resmed Inc. | Reduce -53.3% | 0.03% | −0.04 |
| DASH DoorDash Inc. Class A | Reduce -33.0% | 0.04% | −0.04 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.04 |
| FCX Freeport-McMoran Inc. | Reduce -20.7% | 0.67% | −0.04 |
| PHM Pultegroup Inc. | Reduce -33.7% | 0.05% | −0.04 |
| SPOT Spotify Technology SA | Reduce -39.1% | 0.03% | −0.04 |
| GEN Gen Digital Inc. | Reduce -49.3% | 0.03% | −0.04 |
| SRE Sempra | Sold out | 0.00% | −0.04 |
| FWONK Liberty Media Corp. Class C | Reduce -33.2% | 0.05% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| AAPL Apple Inc. | Add +25.2% | 3.54% | +0.66 |
| GOOGL Alphabet Inc. Class A | Add +30.7% | 1.47% | +0.52 |
| GOOG Alphabet Inc. Class C | Add +19.8% | 1.12% | +0.33 |
| AMZN Amazon.com Inc. | Add +25.0% | 1.67% | +0.29 |
| LLY Eli Lilly & Co. | Add +21.9% | 0.73% | +0.27 |
| LMBS First Trust Low Duration Opp | Add +30.9% | 1.27% | +0.22 |
| IEFA iShares Core MSCI Eafe ETF | Add +9.6% | 6.46% | +0.21 |
| CAT Caterpillar Inc. | Add +61.3% | 0.39% | +0.17 |
| AVGO Broadcom Inc. | Add +23.6% | 1.02% | +0.17 |
| TSM Taiwan Semiconductor-SP ADR | Add +36.8% | 0.57% | +0.15 |
| VONV Vanguard Russell 1000 Value | Add +8.2% | 4.50% | +0.13 |
| MU Micron Technology Inc. | Add +31.0% | 0.22% | +0.11 |
| AMD Advanced Micro Devices | Add +58.0% | 0.20% | +0.10 |
| TSLA Tesla Inc. | Add +20.0% | 0.86% | +0.09 |
| MA Mastercard Inc. Class A | Add +40.9% | 0.38% | +0.09 |
| CSCO Cisco Systems Inc. | Add +30.4% | 0.32% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +19.8% | 0.72% | +0.08 |
| MRK Merck & Co. Inc. | Add +62.0% | 0.17% | +0.08 |
| DHR Danaher Corp. | Add +331.7% | 0.10% | +0.08 |
| JNJ Johnson & Johnson | Add +15.3% | 0.48% | +0.07 |
| QCOM Qualcomm Inc. | Add +56.9% | 0.22% | +0.07 |
| AMAT Applied Materials Inc. | Add +28.6% | 0.22% | +0.07 |
| MBX MBX Biosciences Inc. | Add +40.0% | 0.12% | +0.07 |
| DE Deere & Co. | Add +115.2% | 0.14% | +0.07 |
| XOM Exxon Mobil Corp. | Add +21.6% | 0.40% | +0.06 |
| CCL Carnival Corp. | Add +178.8% | 0.10% | +0.06 |
| CRM Salesforce Inc. | Add +48.8% | 0.18% | +0.06 |
| CASY Casey's General Stores Inc. | Add +169.9% | 0.10% | +0.06 |
| ISRG Intuitive Surgical Inc. | Add +22.4% | 0.20% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +37.1% | 0.21% | +0.06 |
| CAH Cardinal Health Inc. | Add +65.9% | 0.12% | +0.06 |
| WMT Walmart Inc. | Add +9.6% | 0.66% | +0.06 |
| LRCX Lam Research Corp. | Add +8.4% | 0.25% | +0.05 |
| TAP Molson Coors Beverage Co. Class B | New | 0.05% | +0.05 |
| NVDA Nvidia Corp. | Add +9.7% | 5.46% | +0.05 |
| M Macy's Inc. | New | 0.05% | +0.05 |
| RPM RPM International Inc. | Add +259.4% | 0.08% | +0.05 |
| JCI Johnson Controls Internation | New | 0.05% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +25.3% | 0.17% | +0.05 |
| AXP American Express Co. | Add +38.3% | 0.15% | +0.04 |
| AZN Astrazeneca PLC-Spons ADR | Add +31.9% | 0.14% | +0.04 |
| TGT Target Corp. | Add +116.8% | 0.08% | +0.04 |
| BAC Bank of America Corp. | Add +21.2% | 0.28% | +0.04 |
| EPAM Epam Systems Inc. | Add +58.6% | 0.09% | +0.04 |
| KO The Coca-Cola Co. | Add +34.2% | 0.19% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +14.3% | 0.88% | +0.04 |
| V Visa Inc. Class A | Add +15.0% | 0.54% | +0.04 |
| DAL Delta Air Lines Inc. | Add +68.3% | 0.09% | +0.04 |
| PAYC Paycom Software Inc. | New | 0.04% | +0.04 |
| BKNG Booking Holdings Inc. | Add +43.2% | 0.18% | +0.04 |
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 |