Aaron Wealth Advisors LLC

CIK

1812198

Location

Chicago, IL

Portfolio Value

Mid $1,261,409,516

Diversification

Diversified

Filing Date

Global Rank

#306 / 2,968 ▲ 1398

Top Industry

Semiconductors 18.7%

3Y Alpha vs SPY

-0.2%

Period ended 29 days ago

Filed Jul 16, 2026 · 13d

23 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+73.6%

SPY

+67.9%

Annualised alpha

+1.3%

Max drawdown

−16.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 99% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.5%

−0.4 pts

Top 5

28.1%

+0.0 pts

Top 10

38.1%

+1.4 pts

HHI

233

Diversified+0

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%	$97,179,363	83
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%	$32,291,396	32
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
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
TSN	Tyson Foods, Inc.	−3,048	12,538	$717,800
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
CWAN	Clearwater Analytics Holdings, Inc.	52,902	$1,251,132
CTSH	Cognizant Technology Solutions Corp	11,057	$678,346
INGR	Ingredion Inc	5,028	$566,454
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
AGO	Assured Guaranty Ltd	5,395	$439,584
NICE	NICE Ltd.	3,742	$412,592
PODD	Insulet Corp	1,955	$410,237
TEL	TE Connectivity plc	1,950	$407,589
BEKE	KE Holdings Inc.	26,080	$390,417
DAR	Darling Ingredients Inc.	6,312	$390,397
MTD	Mettler Toledo International Inc/	301	$379,621
OTEX	Open Text Corp	17,069	$379,614
GGG	Graco Inc	4,397	$372,206
NI	Nisource Inc.	7,926	$369,827
ORI	Old Republic International Corp	9,257	$369,354
ITT	Itt Inc.	1,909	$363,721
ZG	Zillow Group, Inc.	8,627	$357,071
SAM	Boston Beer Co Inc	1,529	$352,281
CNA	Cna Financial Corp	7,606	$349,267
ROL	Rollins Inc	6,336	$338,405
AOS	Smith A O Corp	5,118	$337,480
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	Added	80,055	+2,649	$28,609,255	+28.5%	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	-1,446	$12,501,743	−1.3%	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.