Aaron Wealth Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Aaron Wealth Advisors LLC reported 690 stock positions worth $1.7 billion. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 8.0% of the portfolio, followed by Vanguard Russell 1000 Value (VONV, 5.9%) and Vanguard Russell 1000 Growth (VONG, 5.5%). Compared with Q4 2025, it opened 96 new positions, sold out of 80, added to 225 and reduced 339. The biggest buy was MBX Biosciences (MBX, shares +1569%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001812198
- Portfolio Value
- $1.7B (Q1 2026)
- SEC Filing
- 0001172661-26-001518 ↗ filed Apr 21, 2026
Holdings Value
Holdings 690 stocks · $1.7B
| IEFA iShares Core MSCI Eafe ETF | 8.04% | 1,536,718 | $139.1M | Add +18.4% |
| VONV Vanguard Russell 1000 Value | 5.89% | 1,086,914 | $101.9M | Add +24.0% |
| VONG Vanguard Russell 1000 Growth | 5.47% | 863,072 | $94.7M | Add +19.6% |
| NVDA Nvidia Corp. | 4.88% | 484,145 | $84.4M | Reduce -8.0% |
| SGOV iShares 0-3 Month Treasury B | 3.76% | 647,381 | $65.2M | Reduce -44.1% |
| AMGN Amgen Inc. | 3.55% | 174,735 | $61.5M | Add +5.4% |
| GUNR NT Mstar GLBL NR ETF | 3.40% | 1,067,130 | $58.9M | Add +13.3% |
| AAPL Apple Inc. | 2.95% | 201,114 | $51.0M | Reduce -14.1% |
| IEMG iShares Core MSCI Emerging | 2.59% | 642,173 | $44.8M | Add +19.1% |
| MBX MBX Biosciences Inc. | 2.01% | 1,168,176 | $34.9M | Add +1568.8% |
| MSFT Microsoft Corp. | 2.00% | 93,286 | $34.5M | Reduce -12.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.90% | 150,977 | $32.8M | Add +9.2% |
| LMBS First Trust Low Duration Opp | 1.76% | 610,228 | $30.4M | Add +33.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.70% | 97,146 | $29.4M | Add +11.1% |
| GOOGL Alphabet Inc. Class A | 1.29% | 77,406 | $22.3M | Reduce -8.6% |
| AMZN Amazon.com Inc. | 1.26% | 104,868 | $21.8M | Reduce -19.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.01% | 51,599 | $17.4M | Add +53.9% |
| GOOG Alphabet Inc. Class C | 0.94% | 56,880 | $16.3M | Reduce -11.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 23,865 | $15.5M | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.79% | 44,094 | $13.6M | Reduce -17.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 26,430 | $12.7M | Reduce -16.3% |
| TOLZ Proshares GLB Infrastructure | 0.71% | 206,343 | $12.4M | Add +5.9% |
| WMT Walmart Inc. | 0.68% | 94,896 | $11.8M | Reduce -10.7% |
| META Meta Platforms Inc. Class A | 0.66% | 20,019 | $11.5M | Reduce -28.8% |
| SUB iShares Short-Term National | 0.62% | 101,053 | $10.8M | Add +3.9% |
| FCX Freeport-McMoran Inc. | 0.62% | 182,234 | $10.7M | Reduce -23.5% |
| TSLA Tesla Inc. | 0.61% | 28,454 | $10.6M | Reduce -17.6% |
| LLY Eli Lilly & Co. | 0.60% | 11,253 | $10.4M | Reduce -7.7% |
| JPM JPMorgan Chase & Co. | 0.59% | 34,941 | $10.3M | Reduce -13.1% |
| JNJ Johnson & Johnson | 0.57% | 40,714 | $10.0M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.57% | 58,623 | $9.9M | Reduce -0.6% |
| CAT Caterpillar Inc. | 0.49% | 12,073 | $8.6M | Reduce -2.0% |
| V Visa Inc. Class A | 0.37% | 21,417 | $6.5M | Reduce -22.4% |
| EFA iShares MSCI Eafe ETF | 0.35% | 63,106 | $6.1M | Reduce -0.3% |
| BMY Bristol-Myers Squibb Co. | 0.35% | 98,697 | $6.0M | Add +0.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.34% | 4,433 | $5.9M | Add +26.8% |
| COST Costco Wholesale Corp. | 0.32% | 5,583 | $5.6M | Add +2.5% |
| VONE Vanguard Russell 1000 | 0.31% | 18,086 | $5.3M | Reduce -29.1% |
| AMAT Applied Materials Inc. | 0.30% | 15,370 | $5.3M | Reduce -1.2% |
| CSCO Cisco Systems Inc. | 0.30% | 67,160 | $5.2M | Reduce -9.1% |
| MU Micron Technology Inc. | 0.27% | 14,086 | $4.8M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 0.27% | 7,919 | $4.7M | Reduce -3.9% |
| ABBV Abbvie Inc. | 0.26% | 20,998 | $4.6M | Reduce -17.1% |
| LRCX Lam Research Corp. | 0.26% | 21,153 | $4.5M | Reduce -20.0% |
| PG The Procter & Gamble Co. | 0.25% | 29,386 | $4.2M | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.25% | 9,951 | $4.2M | Reduce -0.5% |
| RTX RTX Corp. | 0.24% | 21,633 | $4.2M | Reduce -5.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 81,702 | $4.0M | Reduce -10.2% |
| MCK McKesson Corp. | 0.23% | 4,599 | $4.0M | Add +14.2% |
| MA Mastercard Inc. Class A | 0.23% | 7,964 | $4.0M | Reduce -33.8% |
| NFLX Netflix Inc. | 0.23% | 40,651 | $3.9M | Add +4.3% |
| CVX Chevron Corp. | 0.22% | 18,811 | $3.9M | Reduce -6.4% |
| WM Waste Management Inc. | 0.22% | 16,694 | $3.8M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 8,772 | $3.8M | Reduce -1.3% |
| IWD iShares Russell 1000 Value E | 0.22% | 17,773 | $3.8M | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 0.22% | 5,732 | $3.7M | Reduce -4.5% |
| UBER Uber Technologies Inc. | 0.22% | 51,905 | $3.7M | Reduce -2.2% |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 25,296 | $3.7M | Reduce -24.7% |
| NVS Novartis AG-Sponsored ADR | 0.21% | 24,095 | $3.7M | Add +22.2% |
| GS Goldman Sachs Group Inc. | 0.21% | 4,300 | $3.6M | Reduce -3.1% |
| KO The Coca-Cola Co. | 0.21% | 47,785 | $3.6M | Reduce -2.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.21% | 5 | $3.6M | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.21% | 43,102 | $3.6M | Add +32.4% |
| MS Morgan Stanley | 0.20% | 21,013 | $3.5M | Reduce -3.3% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.20% | 50,031 | $3.4M | Reduce -0.4% |
| HD Home Depot Inc. | 0.20% | 10,263 | $3.4M | Add +3.1% |
| GE General Electric filed as GE AEROSPACE | 0.19% | 11,747 | $3.3M | Reduce -25.4% |
| MRK Merck & Co. Inc. | 0.19% | 27,189 | $3.3M | Reduce -4.3% |
| ORCL Oracle Corp. | 0.19% | 22,155 | $3.3M | Reduce -3.6% |
| MCD McDonald's Corp. | 0.19% | 10,469 | $3.3M | Reduce -9.2% |
| C Citigroup Inc. | 0.19% | 28,657 | $3.2M | Reduce -5.2% |
| SHEL Shell PLC-ADR | 0.19% | 34,471 | $3.2M | Add +41.3% |
| GEV GE Vernova Inc. | 0.18% | 3,658 | $3.2M | Add +14.3% |
| AMD Advanced Micro Devices | 0.18% | 15,606 | $3.2M | Reduce -6.3% |
| PM Philip Morris International | 0.18% | 18,749 | $3.1M | Reduce -10.4% |
| SCHW Schwab (charles) Corp. | 0.18% | 32,690 | $3.1M | Reduce -11.4% |
| WFC Wells Fargo & Co. | 0.17% | 37,614 | $3.0M | Reduce -8.1% |
| ETN Eaton Corp. PLC | 0.17% | 8,312 | $3.0M | Reduce -3.6% |
| RGLD Royal Gold Inc. | 0.17% | 11,471 | $2.9M | Reduce -2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.17% | 18,138 | $2.9M | Reduce -2.4% |
| BABA Alibaba Group Holding-SP ADR | 0.17% | 22,762 | $2.9M | Add +59.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 11,579 | $2.8M | Add +14.5% |
| LIN Linde PLC | 0.16% | 5,619 | $2.8M | Add +3.5% |
| GILD Gilead Sciences Inc. | 0.16% | 19,278 | $2.7M | Reduce -5.3% |
| KLAC KLA Corp. | 0.15% | 1,777 | $2.6M | Reduce -9.7% |
| ING ING Groep N.V.-Sponsored ADR | 0.15% | 97,760 | $2.5M | Add +18.3% |
| UNH Unitedhealth Group Inc. | 0.14% | 8,947 | $2.4M | Reduce -13.0% |
| TM Toyota Motor Corp. -Spon ADR | 0.14% | 11,607 | $2.4M | Add +20.8% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.14% | 139,534 | $2.4M | Add +30.2% |
| MNST Monster Beverage Corp. | 0.14% | 32,530 | $2.4M | Reduce -14.4% |
| CL Colgate-Palmolive Co. | 0.13% | 27,326 | $2.3M | Reduce -7.4% |
| CMI Cummins Inc. | 0.13% | 4,299 | $2.3M | Reduce -0.1% |
| T AT&T Inc. | 0.13% | 79,715 | $2.3M | Reduce -9.7% |
| ADI Analog Devices Inc. | 0.13% | 7,239 | $2.3M | Reduce -2.0% |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 4,625 | $2.3M | Reduce -12.2% |
| ISRG Intuitive Surgical Inc. | 0.13% | 4,903 | $2.3M | Reduce -21.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.13% | 5,042 | $2.3M | Add +2.4% |
| ADP Automatic Data Processing | 0.13% | 11,002 | $2.2M | Reduce -9.9% |
| IWM iShares Russell 2000 ETF | 0.13% | 9,010 | $2.2M | No change |
| GLW Corning Inc. | 0.13% | 16,375 | $2.2M | Add +1.1% |
Options reported separately and not counted above: NVDA puts ($30.5M).
Portfolio Sells Q4 2025 → Q1 2026
| SGOV iShares 0-3 Month Treasury B | Reduce -44.1% | 3.76% | −2.70 |
| MSFT Microsoft Corp. | Reduce -12.9% | 2.00% | −0.89 |
| AAPL Apple Inc. | Reduce -14.1% | 2.95% | −0.59 |
| NVDA Nvidia Corp. | Reduce -8.0% | 4.88% | −0.58 |
| AMZN Amazon.com Inc. | Reduce -19.3% | 1.26% | −0.41 |
| META Meta Platforms Inc. Class A | Reduce -28.8% | 0.66% | −0.37 |
| TSLA Tesla Inc. | Reduce -17.6% | 0.61% | −0.25 |
| AVGO Broadcom Inc. | Reduce -17.1% | 0.79% | −0.24 |
| GOOGL Alphabet Inc. Class A | Reduce -8.6% | 1.29% | −0.19 |
| GOOG Alphabet Inc. Class C | Reduce -11.3% | 0.94% | −0.18 |
| V Visa Inc. Class A | Reduce -22.4% | 0.37% | −0.16 |
| MA Mastercard Inc. Class A | Reduce -33.8% | 0.23% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -16.3% | 0.73% | −0.15 |
| QCOM Qualcomm Inc. | Reduce -53.1% | 0.08% | −0.14 |
| LLY Eli Lilly & Co. | Reduce -7.7% | 0.60% | −0.13 |
| VONE Vanguard Russell 1000 | Reduce -29.1% | 0.31% | −0.13 |
| JPM JPMorgan Chase & Co. | Reduce -13.1% | 0.59% | −0.13 |
| ABT Abbott Laboratories | Reduce -53.3% | 0.08% | −0.12 |
| PLTR Palantir Technologies Inc. Class A | Reduce -24.7% | 0.21% | −0.12 |
| ACN Accenture PLC Class A | Reduce -43.4% | 0.09% | −0.12 |
| EXPE Expedia Group Inc. | Reduce -62.3% | 0.05% | −0.10 |
| G Genpact Ltd. | Reduce -77.0% | 0.02% | −0.10 |
| ADBE Adobe Inc. | Reduce -44.6% | 0.06% | −0.09 |
| BKNG Booking Holdings Inc. | Reduce -39.5% | 0.09% | −0.09 |
| BSX Boston Scientific Corp. | Reduce -49.5% | 0.05% | −0.09 |
| CRM Salesforce Inc. | Reduce -30.6% | 0.09% | −0.09 |
| INTU Intuit Inc. | Reduce -31.9% | 0.07% | −0.08 |
| MDT Medtronic PLC | Reduce -51.2% | 0.07% | −0.08 |
| AWI Armstrong World Industries | Sold out | 0.00% | −0.08 |
| GE General Electric | Reduce -25.4% | 0.19% | −0.08 |
| EPAM Epam Systems Inc. | Reduce -75.0% | 0.02% | −0.07 |
| COF Capital One Financial Corp. | Reduce -26.1% | 0.09% | −0.07 |
| ZM Zoom Communications Inc. | Reduce -51.2% | 0.06% | −0.07 |
| AZN Astrazeneca PLC | Reduce -52.5% | 0.08% | −0.07 |
| ISRG Intuitive Surgical Inc. | Reduce -21.9% | 0.13% | −0.07 |
| AYI Acuity Inc. | Sold out | 0.00% | −0.06 |
| DIS The Walt Disney Co. | Reduce -29.7% | 0.10% | −0.06 |
| ORCL Oracle Corp. | Reduce -3.6% | 0.19% | −0.06 |
| A Agilent Technologies Inc. | Reduce -65.4% | 0.03% | −0.06 |
| ABBV Abbvie Inc. | Reduce -17.1% | 0.26% | −0.06 |
| CVS CVS Health Corp. | Reduce -31.2% | 0.10% | −0.06 |
| RPM RPM International Inc. | Reduce -75.1% | 0.02% | −0.06 |
| UHS Universal Health Services-B | Reduce -65.9% | 0.02% | −0.06 |
| FCX Freeport-McMoran Inc. | Reduce -23.5% | 0.62% | −0.05 |
| CCL Carnival Corp. | Reduce -48.6% | 0.04% | −0.05 |
| FOXA Fox Corp. Class A | Reduce -71.3% | 0.02% | −0.05 |
| ESS Essex Property Trust Inc. | Reduce -57.0% | 0.04% | −0.05 |
| ABNB Airbnb Inc. Class A | Reduce -33.9% | 0.09% | −0.05 |
| SBAC SBA Communications Corp. | Reduce -73.1% | 0.02% | −0.05 |
| QRVO Qorvo Inc. | Sold out | 0.00% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| MBX MBX Biosciences Inc. | Add +1568.8% | 2.01% | +1.89 |
| IEFA iShares Core MSCI Eafe ETF | Add +18.4% | 8.04% | +1.58 |
| VONV Vanguard Russell 1000 Value | Add +24.0% | 5.89% | +1.38 |
| GUNR NT Mstar GLBL NR ETF | Add +13.3% | 3.40% | +1.00 |
| VONG Vanguard Russell 1000 Growth | Add +19.6% | 5.47% | +0.58 |
| IEMG iShares Core MSCI Emerging | Add +19.1% | 2.59% | +0.57 |
| AMGN Amgen Inc. | Add +5.4% | 3.55% | +0.53 |
| LMBS First Trust Low Duration Opp | Add +33.1% | 1.76% | +0.48 |
| TSM Taiwan Semiconductor-SP ADR | Add +53.9% | 1.01% | +0.44 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +9.2% | 1.90% | +0.27 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +11.1% | 1.70% | +0.23 |
| ASML ASML Holding NV-NY Reg SHS | Add +26.8% | 0.34% | +0.13 |
| TOLZ Proshares GLB Infrastructure | Add +5.9% | 0.71% | +0.13 |
| SHEL Shell PLC-ADR | Add +41.3% | 0.19% | +0.09 |
| GEV GE Vernova Inc. | Add +14.3% | 0.18% | +0.07 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +32.4% | 0.21% | +0.06 |
| NVS Novartis AG-Sponsored ADR | Add +22.2% | 0.21% | +0.06 |
| COST Costco Wholesale Corp. | Add +2.5% | 0.32% | +0.06 |
| BA The Boeing Co. | Add +272.3% | 0.08% | +0.06 |
| BHP BHP Group Ltd.-Spon ADR | Add +46.4% | 0.13% | +0.06 |
| MU Micron Technology Inc. | Add +0.9% | 0.27% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +0.3% | 0.35% | +0.05 |
| GLW Corning Inc. | Add +1.1% | 0.13% | +0.05 |
| BABA Alibaba Group Holding-SP ADR | Add +59.2% | 0.17% | +0.05 |
| CF CF Industries Holdings Inc. | New | 0.05% | +0.05 |
| SNDK Sandisk Corp. | Add +24.4% | 0.07% | +0.05 |
| MCK McKesson Corp. | Add +14.2% | 0.23% | +0.05 |
| SUB iShares Short-Term National | Add +3.9% | 0.62% | +0.04 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +30.2% | 0.14% | +0.04 |
| NOC Northrop Grumman Corp. | Add +62.8% | 0.08% | +0.04 |
| IBN Icici Bank Ltd.-Spon ADR | Add +110.9% | 0.08% | +0.04 |
| SRE Sempra | New | 0.03% | +0.03 |
| PDD PDD Holdings Inc. | Add +154.6% | 0.06% | +0.03 |
| SNPS Synopsys Inc. | New | 0.03% | +0.03 |
| NGG National Grid PLC-SP ADR | Add +67.4% | 0.07% | +0.03 |
| VZ Verizon Communications Inc. | Add +7.5% | 0.12% | +0.03 |
| SAN Banco Santander SA-Spon ADR | Add +35.1% | 0.13% | +0.03 |
| PWR Quanta Services Inc. | New | 0.03% | +0.03 |
| LIN Linde PLC | Add +3.5% | 0.16% | +0.03 |
| BP BP PLC-Spons ADR | Add +26.2% | 0.07% | +0.03 |
| PSO Pearson PLC-Sponsored ADR | New | 0.03% | +0.03 |
| LMT Lockheed Martin Corp. | Add +31.4% | 0.07% | +0.03 |
| FTS Fortis Inc. | New | 0.03% | +0.03 |
| RIO Rio Tinto PLC-Spon ADR | Add +38.5% | 0.07% | +0.03 |
| PKX Posco Holdings Inc. -Spon ADR | New | 0.03% | +0.03 |
| DSGX The Descartes Systems Grp | New | 0.03% | +0.03 |
| WDC Western Digital Corp. | Add +7.9% | 0.07% | +0.03 |
| TRI Thomson Reuters Corp. | New | 0.03% | +0.03 |
| EXLS Exlservice Holdings Inc. | New | 0.03% | +0.03 |
| JD Jd.com Inc.-ADR | Add +169.2% | 0.04% | +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 |