Aaron Wealth Advisors LLC

Registered adviser

CIK

1812198

Location

Chicago, IL

Portfolio Value

Mid $1,977,327,460

Diversification

Diversified

Filing Date

Global Rank

#1,615 / 8,821 ▼ 6 · as of Jun 2026

Top Industry

Semiconductors 18.6%

Period ended 31 days ago

Filed Oct 13, 2026 · 18d

24 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 298079

Roster of Oct 1, 2026

Regulatory AUM

$4,288,292,230

Main clients

Individuals and high net worth (76% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$4,288,292,230	Individuals and high net worth (76%)
Apr 2025 to Feb 2026	$2,607,024,926	Individuals and high net worth (78%)
Apr 2024 to Mar 2025	$1,952,029,521	Individuals and high net worth (76%)
May 2023 to Mar 2024	$1,589,522,371	Individuals and high net worth (91%)
Apr 2023	$1,589,522,371	Individuals and high net worth (91%)
Apr 2022 to Mar 2023	$1,081,021,764	Individuals and high net worth (96%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 52.2%, 22.9 effective positions, active share 46.8% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

29.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.2 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 46.8%; sector active share 25.7% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

687 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

10.8%

−3.0 pts

Top 5

36.6%

−2.3 pts

Top 10

51.6%

−0.6 pts

HHI

381

Diversified−55

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.6%	$644,954,101	70
Technology	25.0%	$493,473,340	111
Healthcare	12.9%	$254,121,752	83
Financial Services	8.7%	$171,554,279	107
Consumer Cyclical	4.6%	$91,813,083	67
Industrials	4.5%	$89,074,194	80
Communication Services	4.3%	$84,470,659	30
Consumer Defensive	2.3%	$46,119,047	32
Basic Materials	1.9%	$36,699,141	32
Energy	1.8%	$36,378,699	31
Utilities	0.9%	$18,492,965	27
Real Estate	0.5%	$10,176,200	17

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IEFA	iShares Core MSCI EAFE ETF	+97,101	1,708,017	$165,472,686
IEMG	iShares Trust	+46,126	779,526	$0
MNST	Monster Beverage Corp	+32,966	65,203	$2,713,748
VEA	Vanguard FTSE Developed Markets ETF	+24,329	29,127	$2,056,657
GUNR	FlexShares Morningstar Global Upstream Natural Resources Index Fund	+17,873	1,143,129	$60,288,623
APH	Amphenol Corp	+12,905	25,266	$2,129,923
TOLZ	ProShares DJ Brookfield Global Infrastructure ETF	+12,267	225,649	$12,286,588
AMH	American Homes 4 Rent	+12,227	24,698	$750,572
SAN	Banco Santander, S.A.	+11,949	209,921	$2,903,207
LYG	Lloyds Banking Group plc	+11,629	208,305	$1,172,757
MTCH	Match Group, Inc.	+11,578	22,031	$884,544
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+10,800	25,342	$1,503,034
IBN	Icici Bank Ltd	+10,683	63,655	$1,753,695
TTD	Trade Desk, Inc.	+10,284	25,788	$313,839
KRC	Kilroy Realty Corp	+9,997	33,708	$1,121,465
ESGE	iShares Trust	+9,287	15,506	$0
AMZN	Amazon Com Inc	+9,274	123,406	$30,746,604
CRWD	CrowdStrike Holdings, Inc.	+9,203	12,482	$3,304,609
T	At&T Inc.	+8,875	93,421	$2,279,472
GOOG	Alphabet Inc.	+8,806	64,234	$21,887,093
KLAC	Kla Corp	+8,741	26,046	$5,077,146
NVST	Envista Holdings Corp	+8,561	37,804	$887,259
NUBD	Nuveen ESG U.S. Aggregate Bond ETF	+7,973	19,976	$422,891
MBX	MBX Biosciences, Inc.	+7,972	1,175,771	$68,923,696
SNY	Sanofi	+7,919	37,039	$1,527,117
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	−49,170	927,117	$100,777,617
SUB	iShares Short-Term National Muni Bond ETF	−44,168	61,212	$6,399,102
SGOV	iShares 0-3 Month Treasury Bond ETF	−41,799	9,239	$930,182
ICL	ICL Group Ltd.	−36,599	17,795	$89,330
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	−21,969	775,952	$100,043,491
AUR	Aurora Innovation, Inc.	−20,264	13,572	$75,188
TU	Telus Corp	−19,614	17,629	$147,907
WMT	Walmart Inc.	−13,992	79,524	$8,264,134
DBAW	Xtrackers MSCI All World ex US Hedged Equity ETF	−13,462	31,811	$1,516,112
HDB	Hdfc Bank Ltd	−13,046	49,095	$1,096,782
FLO	Flowers Foods Inc	−12,126	69,297	$384,598
GLPI	Gaming & Leisure Properties, Inc.	−11,983	8,554	$324,795
TXG	10x Genomics, Inc.	−11,932	36,289	$3,279,074
WSE	Wise Group plc	−11,867	11,384	$129,663
FCX	Freeport-Mcmoran Inc	−8,658	159,735	$11,181,450
KVUE	Kenvue Inc.	−8,367	14,733	$260,184
PFE	Pfizer Inc	−7,610	24,573	$700,821
HD	Home Depot, Inc.	−7,330	6,994	$1,989,723
TJX	Tjx Companies Inc	−7,110	12,578	$1,664,195
CSCO	Cisco Systems, Inc.	−7,026	57,843	$6,225,642
CSGP	Costar Group, Inc.	−6,657	8,500	$232,900
INTC	Intel Corp	−6,628	38,679	$4,650,376
CL	Colgate Palmolive Co	−5,450	23,697	$2,021,828
AMGN	Amgen Inc	−5,442	168,409	$70,986,077
NVO	Novo Nordisk A S	−4,917	33,912	$1,285,603
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SKHY	SK hynix Inc.	6,030	$1,110,424
MHK	Mohawk Industries Inc	6,084	$758,796
IQV	Iqvia Holdings Inc.	2,784	$748,478
INGR	Ingredion Inc	7,630	$731,030
TEL	TE Connectivity plc	3,369	$711,128
SPCX	Space Exploration Technologies Corp	4,638	$699,688
—		6,020	$689,169
DAR	Darling Ingredients Inc.	10,527	$639,094
AVTR	Avantor, Inc.	39,382	$592,699
TEAM	Atlassian Corp	2,920	$523,526
P	Everpure, Inc.	3,866	$505,595
NDSN	Nordson Corp	1,487	$487,512
RVTY	Revvity, Inc.	3,089	$472,277
ZBRA	Zebra Technologies Corp	1,194	$445,732
DOCU	Docusign, Inc.	6,433	$431,975
BLSH	Bullish	11,782	$411,073
SJM	J M SMUCKER Co	3,442	$409,288
BIIB	Biogen Inc.	1,796	$405,680
NVCR	NovoCure Ltd	25,280	$403,216
NTRA	Natera, Inc.	974	$402,563
SCCO	Southern Copper Corp	1,860	$376,910
DXCM	Dexcom Inc	4,233	$365,265
OVV	Ovintiv Inc.	5,909	$341,658
SWKS	Skyworks Solutions, Inc.	3,957	$338,244
ZS	Zscaler, Inc.	1,690	$337,019
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SYK	Stryker Corp	2,760	$868,958
TSN	Tyson Foods, Inc.	12,538	$717,800
FITB	Fifth Third Bancorp	12,344	$695,831
—		12,948	$672,648
MDLZ	Mondelez International, Inc.	10,665	$616,863
SMG	Scotts Miracle-Gro Co	8,297	$565,108
APD	Air Products & Chemicals, Inc.	1,914	$561,146
CTVA	Corteva, Inc.	6,422	$543,879
KR	Kroger Co	9,424	$523,314
YUM	Yum Brands Inc	3,210	$513,150
HLT	Hilton Worldwide Holdings Inc.	1,543	$509,899
KDP	Keurig Dr Pepper Inc.	15,118	$494,812
PSA	Public Storage	1,523	$484,786
VICI	Vici Properties Inc.	16,992	$451,137
HE	Hawaiian Electric Industries Inc	32,407	$438,466
RSG	Republic Services, Inc.	1,943	$414,014
—		5,262	$402,122
MTZ	Mastec Inc	955	$397,337
FER	Ferrovial N.V.	5,623	$385,794
RBLX	Roblox Corp	6,925	$376,581
CRS	Carpenter Technology Corp	609	$375,655
FBIN	Fortune Brands Innovations, Inc.	6,598	$362,230
CRH	Crh Public Ltd Co	3,352	$358,664
LH	Labcorp Holdings Inc.	1,232	$344,960
MKL	Markel Group Inc.	174	$339,823
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

687 tracked positions · $1,977,327,460 total · filing declares 687 positions · $2,043,360,441 · as of Sep 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 687 positions by value · page 1 of 14

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IEFA	iShares Core MSCI EAFE ETF	Added	1,708,017	+97,101	$165,472,686	+6.4%	8.37%
NVDA	Nvidia Corp Technology	Added	665,197	+2,422	$151,917,690	+14.6%	7.68%
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	Reduced	927,117	-49,170	$100,777,617	−2.9%	5.10%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Reduced	775,952	-21,969	$100,043,491	−1.9%	5.06%
AMGN	Amgen Inc Healthcare	Reduced	168,409	-5,442	$70,986,077	+12.8%	3.59%
AAPL	Apple Inc. Technology	Added	210,604	+6,124	$70,135,344	+18.5%	3.55%
MBX	MBX Biosciences, Inc. Healthcare	Added	1,175,771	+7,972	$68,923,696	+6.9%	3.49%
GUNR	FlexShares Morningstar Global Upstream Natural Resources Index Fund	Added	1,143,129	+17,873	$60,288,623	+8.7%	3.05%
MSFT	Microsoft Corp Technology	Reduced	93,215	-2,215	$47,809,973	+34.3%	2.42%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	146,065	+3,971	$33,745,396	−2.3%	1.71%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Added	99,248	+2,289	$33,528,951	−5.4%	1.70%
AMZN	Amazon Com Inc Consumer Cyclical	Added	123,406	+9,274	$30,746,604	+13.0%	1.55%
LMBS	First Trust Low Duration Opportunities ETF	Added	626,833	+6,840	$30,376,327	−1.6%	1.54%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	66,110	+6,227	$30,158,720	+5.5%	1.53%
GOOGL	Alphabet Inc. Communication Services	Reduced	79,023	-1,032	$27,190,233	−5.0%	1.38%
BRK-A	Berkshire Hathaway Inc Financial Services	Added	32	+27	$23,904,160	+538.4%	1.21%
SPY	Spdr S&P 500 ETF Trust	Reduced	31,131	-16	$23,741,434	+2.1%	1.20%
GOOG	Alphabet Inc. Communication Services	Added	64,234	+8,806	$21,887,093	+11.8%	1.11%
AVGO	Broadcom Inc. Technology	Added	48,298	+1,829	$16,961,774	−3.4%	0.86%
MU	Micron Technology Inc Technology	Added	14,676	+696	$15,631,554	−3.1%	0.79%
META	Meta Platforms, Inc. Communication Services	Reduced	20,303	-1,122	$14,723,329	+22.0%	0.74%
LLY	ELI LILLY & Co Healthcare	Added	12,033	+503	$13,923,143	+0.7%	0.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	27,692	+2,708	$13,789,231	+10.3%	0.70%
TOLZ	ProShares DJ Brookfield Global Infrastructure ETF	Added	225,649	+12,267	$12,286,588	−2.9%	0.62%
JPM	Jpmorgan Chase & Co Financial Services	Added	36,821	+1,042	$12,181,491	+4.0%	0.62%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	159,735	-8,658	$11,181,450	+5.6%	0.57%
JNJ	Johnson & Johnson Healthcare	Reduced	40,113	-1,673	$10,619,515	+0.1%	0.54%
AMD	Advanced Micro Devices Inc Technology	Reduced	16,465	-1,108	$10,072,628	−1.3%	0.51%
V	Visa Inc. Financial Services	Added	27,981	+1,034	$10,054,412	+8.8%	0.51%
TSLA	Tesla, Inc. Consumer Cyclical	Added	27,942	+30	$9,914,101	−15.6%	0.50%
ASML	Asml Holding NV Technology	Added	5,018	+220	$9,090,960	−4.8%	0.46%
XOM	ExxonMobil Holdings Corp Energy	Reduced	55,263	-4,095	$8,994,053	+10.8%	0.45%
CAT	Caterpillar Inc Industrials	Reduced	11,034	-756	$8,946,256	−28.7%	0.45%
WMT	Walmart Inc. Consumer Defensive	Reduced	79,524	-13,992	$8,264,134	−22.0%	0.42%
AMAT	Applied Materials Inc Technology	Reduced	14,496	-910	$7,412,964	−33.4%	0.37%
EFA	iShares MSCI EAFE ETF	Reduced	62,321	-785	$6,474,528	−1.2%	0.33%
SUB	iShares Short-Term National Muni Bond ETF	Reduced	61,212	-44,168	$6,399,102	−43.0%	0.32%
LRCX	Lam Research Corp Technology	Reduced	19,449	-588	$6,389,190	−26.4%	0.32%
CSCO	Cisco Systems, Inc. Technology	Reduced	57,843	-7,026	$6,225,642	−18.3%	0.31%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	99,289	-590	$6,195,633	+7.7%	0.31%
MA	Mastercard Inc Financial Services	Added	10,732	+1,202	$5,918,376	+20.9%	0.30%
IWD	iShares Russell 1000 Value ETF	Added	22,773	+5,000	$5,646,109	+31.0%	0.29%
VONE	VANGUARD RUSSELL 1000 INDEX FUND	Reduced	16,027	-1,834	$5,513,288	−8.9%	0.28%
ABBV	AbbVie Inc. Healthcare	Reduced	20,639	-354	$5,398,956	+2.2%	0.27%
VOO	VANGUARD 500 INDEX FUND	Reduced	7,611	-28	$5,334,245	+1.7%	0.27%
PLTR	Palantir Technologies Inc. Technology	Added	28,297	+4,012	$5,292,953	+86.8%	0.27%
KLAC	Kla Corp Technology	Added	26,046	+8,741	$5,077,146	−2.8%	0.26%
IWF	iShares Russell 1000 Growth ETF	Reduced	39,513	-205	$4,949,398	+0.4%	0.25%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	5,215	-114	$4,747,423	−4.8%	0.24%
INTC	Intel Corp Technology	Reduced	38,679	-6,628	$4,650,376	−26.5%	0.24%

Showing the top 50 of 687 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.