Aaron Wealth Advisors LLC

CIK

1812198

Location

Chicago, IL

Portfolio Value

Mid $1,261,409,516

Diversification

Diversified

Filing Date

Global Rank

#1,718 / 8,700 ▼ 144

Top Industry

Semiconductors 18.7%

Period ended 2 months ago

Filed Jul 16, 2026 · 59d

23 quarters · since Dec 2020

Portfolio Concentration

618 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.5%

−6.2 pts

Top 5

28.1%

−14.0 pts

Top 10

38.1%

−16.5 pts

HHI

233

Diversified−292

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.8%	$452,104,280	101
Healthcare	18.3%	$231,441,960	73
Financial Services	11.6%	$146,378,144	107
Industrials	7.7%	$97,282,862	84
Consumer Cyclical	7.7%	$96,784,267	73
Communication Services	4.8%	$60,793,539	29
Consumer Defensive	4.0%	$50,220,873	34
Basic Materials	2.9%	$36,018,641	33
Energy	2.6%	$32,187,897	31
Unclassified	2.1%	$26,171,986	5
Utilities	1.6%	$20,620,577	29
Real Estate	0.9%	$11,404,490	19

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MFG	Mizuho Financial Group Inc	+51,016	213,939	$2,049,535
FLO	Flowers Foods Inc	+42,396	81,423	$643,241
HDB	Hdfc Bank Ltd	+25,009	62,141	$1,605,102
CAG	Conagra Brands Inc.	+24,765	41,311	$556,046
KLAC	Kla Corp	+15,528	17,305	$5,221,091
NMR	Nomura Holdings Inc	+13,502	106,655	$936,430
MAN	ManpowerGroup Inc.	+12,159	26,914	$908,885
VALE	Vale S.A.	+11,945	49,014	$737,170
RHI	Robert Half Inc.	+11,122	23,407	$718,594
MUFG	Mitsubishi Ufj Financial Group Inc	+10,567	150,101	$2,985,508
NVO	Novo Nordisk A S	+10,193	38,829	$1,861,462
KVUE	Kenvue Inc.	+9,989	23,100	$441,441
SMFG	Sumitomo Mitsui Financial Group, Inc.	+9,952	101,462	$2,392,473
AMZN	Amazon Com Inc	+9,264	114,132	$27,202,220
KRC	Kilroy Realty Corp	+8,942	23,711	$888,451
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+8,284	59,883	$28,598,324
HLN	Haleon plc	+8,101	54,977	$512,935
BSX	Boston Scientific Corp	+7,934	20,643	$881,043
BBD	Bank Bradesco	+7,856	63,001	$218,613
SPY	Spdr S&P 500 ETF Trust	+7,282	31,147	$23,259,645
CSGP	Costar Group, Inc.	+7,027	15,157	$429,246
HIW	Highwoods Properties, Inc.	+6,652	18,712	$564,353
NWG	NatWest Group plc	+6,622	63,031	$1,111,236
LYG	Lloyds Banking Group plc	+6,538	196,676	$1,146,621
G	Genpact LTD	+6,470	16,924	$465,410
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−54,231	80,055	$28,609,255
CMCSA	Comcast Corp	−30,492	9,435	$231,629
HBAN	Huntington Bancshares Inc /Md/	−19,254	13,570	$240,596
INFY	Infosys Ltd	−14,032	35,367	$370,999
GAP	Gap Inc	−13,989	11,242	$210,000
FCX	Freeport-Mcmoran Inc	−13,841	168,393	$10,590,235
SCHW	Schwab Charles Corp	−11,290	21,400	$1,974,578
NU	Nu Holdings Ltd.	−8,720	17,092	$228,349
DD	DuPont de Nemours, Inc.	−7,707	2,679	$363,379
PUK	Prudential PLC	−6,682	19,174	$514,054
KDP	Keurig Dr Pepper Inc.	−6,281	15,118	$494,812
DCI	DONALDSON Co INC	−5,356	4,489	$402,977
JD	JD.com, Inc.	−5,277	18,979	$483,584
HE	Hawaiian Electric Industries Inc	−4,850	32,407	$438,466
LOW	Lowes Companies Inc	−4,410	4,359	$961,115
PG	PROCTER & GAMBLE Co	−4,273	25,113	$3,682,570
ECL	Ecolab Inc.	−4,210	993	$276,659
TAK	Takeda Pharmaceutical Co Ltd	−4,142	39,649	$635,573
CCL	Carnival Corp Ltd.	−3,488	26,084	$745,219
SNY	Sanofi	−3,371	29,120	$1,242,259
AVT	Avnet Inc	−3,314	4,547	$403,864
AVY	Avery Dennison Corp	−3,142	4,616	$749,407
VTRS	Viatris Inc	−3,123	26,061	$413,848
PFE	Pfizer Inc	−3,097	32,183	$774,966
IVZ	Invesco Ltd.	−3,091	9,313	$245,770
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	3,201	$706,780
KHC	Kraft Heinz Co	26,227	$619,481
MIDD	MIDDLEBY Corp	3,596	$618,547
DRI	Darden Restaurants Inc	3,001	$618,236
CUZ	Cousins Properties Inc	20,397	$611,502
WST	West Pharmaceutical Services Inc	1,617	$580,503
SMG	Scotts Miracle-Gro Co	8,297	$565,108
DT	Dynatrace, Inc.	11,831	$519,499
LEN	Lennar Corp /New/	5,610	$507,648
CHKP	Check Point Software Technologies Ltd	3,787	$497,725
ALAB	Astera Labs, Inc.	965	$466,114
VICI	Vici Properties Inc.	16,992	$451,137
DLTR	Dollar Tree, Inc.	3,728	$450,901
NVR	Nvr Inc	66	$449,684
HEI	Heico Corp	1,232	$438,826
ATR	Aptargroup, Inc.	3,399	$425,554
AMH	American Homes 4 Rent	12,471	$418,027
BE	Bloom Energy Corp	1,317	$398,655
TU	Telus Corp	37,243	$393,658
NTAP	NetApp, Inc.	2,513	$388,911
FER	Ferrovial N.V.	5,623	$385,794
HUM	Humana Inc	918	$364,647
FBIN	Fortune Brands Innovations, Inc.	6,598	$362,230
FIX	Comfort Systems USA Inc	177	$350,805
DB	Deutsche Bank Aktiengesellschaft	10,222	$345,094
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	3,211,503	$291,283,048
BNDW	Vanguard Total World Bond ETF	1,949,986	$196,557,685
VB	Vanguard Morningstar Small-Cap ETF	280,509	$71,342,256
BNDC	FlexShares Core Select Bond Fund	1,067,130	$58,862,890
CAAA	First Trust AAA CMBS ETF	610,228	$30,395,456
ANEW	ProShares MSCI Transformational Changes ETF	206,343	$12,376,453
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	51,234	$2,288,456
FNDA	Schwab Fundamental U.S. Small Company ETF	59,525	$1,697,842
CWI	State Street SPDR MSCI ACWI ex-US ETF	16,142	$1,355,928
VEU	Vanguard FTSE All-World Ex-US ETF	18,285	$1,151,798
VIGI	Vanguard International Dividend Appreciation ETF	4,888	$723,912
CTSH	Cognizant Technology Solutions Corp	11,057	$678,346
AGNG	Global X Funds Global X Aging Population ETF	8,219	$607,712
INGR	Ingredion Inc	5,028	$566,454
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	7,743	$539,252
LOPE	Grand Canyon Education, Inc.	3,046	$517,911
MSI	Motorola Solutions, Inc.	1,104	$479,102
EXLS	ExlService Holdings, Inc.	15,529	$472,858
COR	Cencora, Inc.	1,505	$472,780
MTG	Mgic Investment Corp	17,279	$453,573
ASGM	Virtus AlphaSimplex Global Macro ETF	18,295	$442,391
AGO	Assured Guaranty Ltd	5,395	$439,584
JA	Janus Henderson AA-A CLO ETF	8,541	$430,210
NICE	NICE Ltd.	3,742	$412,592
PODD	Insulet Corp	1,955	$410,237
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

618 tracked positions · $1,261,409,516 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 618 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	662,775	+3,630	$132,614,649	+15.4%	10.51%
MBX	MBX Biosciences, Inc. Healthcare	Reduced	1,167,799	-377	$64,462,504	+84.9%	5.11%
AMGN	Amgen Inc Healthcare	Reduced	173,851	-884	$62,954,924	+2.4%	4.99%
AAPL	Apple Inc. Technology	Added	204,480	+3,366	$59,168,332	+15.9%	4.69%
MSFT	Microsoft Corp Technology	Added	95,430	+2,144	$35,597,298	+3.1%	2.82%
GOOGL	Alphabet Inc. Communication Services	Reduced	80,055	-54,231	$28,609,255	−25.8%	2.27%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	59,883	+8,284	$28,598,324	+64.0%	2.27%
AMZN	Amazon Com Inc Consumer Cyclical	Added	114,132	+9,264	$27,202,220	+24.5%	2.16%
SPY	Spdr S&P 500 ETF Trust	Added	31,147	+7,282	$23,259,645	+49.9%	1.84%
AVGO	Broadcom Inc. Technology	Added	46,469	+2,375	$17,553,664	+28.6%	1.39%
MU	Micron Technology Inc Technology	Reduced	13,980	-106	$16,136,974	+239.1%	1.28%
LLY	ELI LILLY & Co Healthcare	Added	11,530	+277	$13,829,429	+33.6%	1.10%
CAT	Caterpillar Inc Industrials	Reduced	11,790	-283	$12,555,171	+46.8%	1.00%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	24,984	-1,451	$12,501,743	−23.1%	0.99%
META	Meta Platforms, Inc. Communication Services	Added	21,425	+1,406	$12,068,488	+5.4%	0.96%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	27,912	-542	$11,739,787	+11.0%	0.93%
JPM	Jpmorgan Chase & Co Financial Services	Added	35,779	+838	$11,711,540	+13.9%	0.93%
AMAT	Applied Materials Inc /De Technology	Added	15,406	+36	$11,138,538	+112.0%	0.88%
JNJ	Johnson & Johnson Healthcare	Added	41,786	+1,072	$10,612,390	+6.6%	0.84%
WMT	Walmart Inc. Consumer Defensive	Reduced	93,516	-1,380	$10,591,622	−10.2%	0.84%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	168,393	-13,841	$10,590,235	−1.1%	0.84%
AMD	Advanced Micro Devices Inc Technology	Added	17,573	+1,967	$10,208,331	+221.5%	0.81%
ASML	Asml Holding NV Technology	Added	4,798	+365	$9,545,332	+63.0%	0.76%
V	Visa Inc. Financial Services	Added	26,947	+5,530	$9,245,246	+42.8%	0.73%
LRCX	Lam Research Corp Technology	Reduced	20,037	-1,116	$8,682,633	+92.1%	0.69%
XOM	ExxonMobil Holdings Corp Energy	Added	59,358	+735	$8,115,425	−18.4%	0.64%
CSCO	Cisco Systems, Inc. Technology	Reduced	64,869	-2,291	$7,619,512	+46.2%	0.60%
INTC	Intel Corp Technology	Added	45,307	+907	$6,326,216	+222.9%	0.50%
BMY	Bristol Myers Squibb Co Healthcare	Added	99,879	+1,182	$5,755,027	−3.9%	0.46%
ABBV	AbbVie Inc. Healthcare	Reduced	20,993	-5	$5,282,678	+15.7%	0.42%
KLAC	Kla Corp Technology	Added	17,305	+15,528	$5,221,091	+99.5%	0.41%
HD	Home Depot, Inc. Consumer Cyclical	Added	14,324	+4,061	$5,051,788	+49.7%	0.40%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,329	-254	$4,985,119	−10.4%	0.40%
MA	Mastercard Inc Financial Services	Added	9,530	+1,566	$4,894,608	+23.0%	0.39%
MS	Morgan Stanley Financial Services	Added	22,707	+1,694	$4,746,671	+37.3%	0.38%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	81,187	-515	$4,626,035	+16.1%	0.37%
UNH	Unitedhealth Group Inc Healthcare	Added	10,803	+1,856	$4,490,050	+85.5%	0.36%
GLW	Corning Inc /Ny Technology	Added	17,535	+1,160	$4,478,965	+101.2%	0.36%
GS	Goldman Sachs Group Inc Financial Services	Reduced	4,296	-4	$4,344,845	+19.4%	0.34%
GEV	GE Vernova Inc. Industrials	Reduced	3,562	-96	$4,184,851	+31.1%	0.33%
HSBC	Hsbc Holdings PLC Financial Services	Added	43,514	+412	$4,137,746	+16.4%	0.33%
GE	General Electric Co Industrials	Reduced	11,046	-701	$4,128,221	+23.8%	0.33%
C	Citigroup Inc Financial Services	Added	29,376	+719	$4,111,464	+26.5%	0.33%
RTX	RTX Corp Industrials	Added	21,667	+34	$4,110,879	−1.5%	0.33%
UBER	Uber Technologies, Inc Technology	Added	55,081	+3,176	$3,974,644	+6.5%	0.32%
SNDK	Sandisk Corp Technology	Reduced	1,747	-40	$3,972,206	+249.9%	0.31%
NVS	Novartis AG Healthcare	Added	24,810	+715	$3,888,223	+5.6%	0.31%
ETN	Eaton Corp plc Industrials	Added	8,802	+490	$3,750,708	+26.2%	0.30%
KO	Coca Cola Co Consumer Defensive	Reduced	46,145	-1,640	$3,750,204	+3.2%	0.30%
WM	Waste Management Inc Industrials	Added	16,790	+96	$3,742,155	−2.4%	0.30%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.