Aaron Wealth Advisors LLC

CIK

1812198

Location

Chicago, IL

Portfolio Value

Mid $1,056,758,902

Diversification

Diversified

Filing Date

Global Rank

#1,448 / 8,232 ▲ 52

Top Industry

Semiconductors 16.1%

3Y Alpha vs SPY

-1.4%

Period ended 3 months ago

Filed Apr 21, 2026 · 55d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.4%

SPY

+74.2%

Annualised alpha

-1.6%

Max drawdown

−16.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

628 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.9%

−0.5 pts

Top 5

28.1%

−0.7 pts

Top 10

36.7%

−0.4 pts

HHI

232

Diversified−11

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.6%	$344,263,966	104
Healthcare	18.0%	$190,664,858	78
Financial Services	12.0%	$126,354,604	108
Consumer Cyclical	8.6%	$90,445,429	70
Industrials	7.7%	$81,605,472	83
Communication Services	5.2%	$55,314,103	34
Consumer Defensive	4.8%	$50,799,690	34
Energy	3.5%	$36,784,827	34
Basic Materials	3.3%	$34,536,134	29
Utilities	1.9%	$19,691,390	31
Unclassified	1.7%	$18,166,394	5
Real Estate	0.8%	$8,132,035	18

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MBX	MBX Biosciences, Inc.	+1,098,176	1,168,176	$34,870,053
AEG	Aegon Ltd.	+54,869	88,748	$644,310
SAN	Banco Santander, S.A.	+50,967	196,165	$2,212,741
BBD	Bank Bradesco	+35,583	55,145	$201,279
MNKD	Mannkind Corp	+34,889	235,652	$577,347
MUFG	Mitsubishi Ufj Financial Group Inc	+32,364	139,534	$2,367,891
INFY	Infosys Ltd	+30,163	49,399	$667,380
MFG	Mizuho Financial Group Inc	+28,959	162,923	$1,293,608
IBN	Icici Bank Ltd	+28,400	54,010	$1,398,859
LYG	Lloyds Banking Group plc	+23,750	190,138	$956,394
ITUB	Itau Unibanco Holding S.A.	+21,689	51,877	$434,729
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	+19,958	81,240	$1,759,658
SONY	Sony Group Corp	+18,682	85,664	$1,773,244
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+18,077	51,599	$17,437,882
SMFG	Sumitomo Mitsui Financial Group, Inc.	+17,129	91,510	$1,807,322
RELX	Relx PLC	+16,102	34,815	$1,154,117
VALE	Vale S.A.	+15,640	37,069	$589,767
JD	JD.com, Inc.	+15,244	24,256	$717,249
ING	Ing Groep NV	+15,119	97,760	$2,546,648
TAK	Takeda Pharmaceutical Co Ltd	+13,529	43,791	$811,009
NOK	Nokia Corp	+12,184	71,285	$573,131
HSBC	Hsbc Holdings PLC	+10,538	43,102	$3,555,483
ASX	ASE Technology Holding Co., Ltd.	+10,532	42,039	$911,405
IX	Orix Corp	+10,465	34,001	$1,019,689
SHEL	Shell plc	+10,078	34,471	$3,205,803
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FCX	Freeport-Mcmoran Inc	−55,860	182,234	$10,711,714
NVDA	Nvidia Corp	−41,897	659,145	$114,954,888
G	Genpact LTD	−35,105	10,454	$389,411
AAPL	Apple Inc.	−32,944	201,114	$51,040,722
M	Macy's, Inc.	−30,461	11,326	$204,887
CCL	Carnival Corp Ltd.	−28,017	29,572	$765,323
MTG	Mgic Investment Corp	−27,447	17,279	$453,573
AMZN	Amazon Com Inc	−25,042	104,868	$21,840,858
DBX	Dropbox, Inc.	−23,038	12,985	$295,019
FLO	Flowers Foods Inc	−20,198	39,027	$318,070
TXG	10x Genomics, Inc.	−20,033	46,381	$984,668
RHI	Robert Half Inc.	−19,122	12,285	$312,039
CAG	Conagra Brands Inc.	−17,350	16,546	$260,103
ABT	Abbott Laboratories	−15,701	13,746	$1,411,301
MDT	Medtronic plc	−14,885	14,181	$1,228,783
CGNX	Cognex Corp	−14,529	16,352	$801,084
FNB	Fnb Corp/Pa/	−14,294	24,917	$416,612
KDP	Keurig Dr Pepper Inc.	−14,028	21,399	$563,435
MSFT	Microsoft Corp	−13,791	93,286	$34,531,678
ZM	Zoom Communications, Inc.	−13,709	13,066	$1,050,375
TAP	Molson Coors Beverage Co	−13,067	7,481	$322,131
TTEK	Tetra Tech Inc	−12,989	9,181	$276,531
QCOM	Qualcomm Inc/De	−12,505	11,054	$1,423,534
BSX	Boston Scientific Corp	−12,451	12,709	$797,489
FOXA	Fox Corp	−12,341	4,967	$290,072
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	6,644	$1,310,329
CF	CF Industries Holdings, Inc.	6,444	$836,688
SRE	Sempra	6,202	$602,648
SNPS	Synopsys Inc	1,503	$595,909
PWR	Quanta Services, Inc.	1,045	$573,725
PSO	Pearson PLC	39,412	$517,479
FTS	Fortis Inc.	8,960	$499,878
PKX	Posco Holdings Inc.	8,495	$496,872
DSGX	Descartes Systems Group Inc	6,858	$490,758
TRI	Thomson Reuters Corp /Can/	5,307	$477,523
EXLS	ExlService Holdings, Inc.	15,529	$472,858
MAN	ManpowerGroup Inc.	14,755	$434,682
CHT	Chunghwa Telecom Co Ltd	10,283	$434,353
BG	Bunge Global SA	3,379	$429,808
LI	Li Auto Inc.	23,463	$418,345
NICE	NICE Ltd.	3,742	$412,592
PNW	Pinnacle West Capital Corp	4,025	$405,518
GMED	Globus Medical Inc	4,705	$405,382
CWEN	Clearway Energy, Inc.	10,217	$401,425
BEKE	KE Holdings Inc.	26,080	$390,417
DAR	Darling Ingredients Inc.	6,312	$390,397
OTEX	Open Text Corp	17,069	$379,614
PBR	Petrobras - Petroleo Brasileiro SA	18,292	$379,559
EMA	Emera Inc	7,270	$377,094
ALC	Alcon Inc	4,984	$375,544
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AWI	Armstrong World Industries Inc	7,585	$1,449,493
AYI	Acuity Inc. (De)	3,087	$1,111,443
QRVO	Qorvo, Inc.	10,736	$907,299
TRU	TransUnion	9,070	$777,752
TECH	BIO-TECHNE Corp	12,450	$732,184
DT	Dynatrace, Inc.	16,732	$725,164
AXTA	Axalta Coating Systems Ltd.	20,563	$664,390
W	Wayfair Inc.	6,566	$659,292
REYN	Reynolds Consumer Products Inc.	26,604	$609,763
HEI	Heico Corp	1,816	$587,639
ICUI	Icu Medical Inc/De	4,037	$575,958
POST	Post Holdings, Inc.	5,749	$569,438
MAT	Mattel Inc /De/	27,051	$536,691
GEN	Gen Digital Inc.	19,646	$534,174
TROW	Price T Rowe Group Inc	5,197	$532,068
GNTX	Gentex Corp	21,309	$495,860
BR	Broadridge Financial Solutions, Inc.	2,164	$482,939
AMH	American Homes 4 Rent	14,085	$452,128
LDOS	Leidos Holdings, Inc.	2,472	$445,948
ESTC	Elastic N.V.	5,842	$440,720
FBIN	Fortune Brands Innovations, Inc.	8,056	$402,961
PCAR	Paccar Inc	3,600	$394,236
NVCR	NovoCure Ltd	29,220	$377,814
CUZ	Cousins Properties Inc	14,568	$375,563
TRMB	Trimble Inc.	4,692	$367,618
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

628 positions · $1,056,758,902 total · as of Mar 31, 2026

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

Showing 1–50 of 628 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ALIT	Alight, Inc. / Delaware Technology	Held	27,632	0	$16,109	−70.1%	0.00%
JELD	JELD-WEN Holding, Inc. Industrials	Held	14,574	0	$18,071	−49.6%	0.00%
OVID	Ovid Therapeutics Inc. Healthcare	Held	11,234	0	$24,939	+36.2%	0.00%
PRTH	Priority Technology Holdings, Inc. Technology	NEW	10,534	NEW	$49,720	NEW	0.00%
PTLO	Portillo's Inc. Consumer Cyclical	NEW	10,000	NEW	$52,900	NEW	0.01%
OPRX	OptimizeRx Corp Healthcare	NEW	10,588	NEW	$66,492	NEW	0.01%
IBRX	ImmunityBio, Inc. Healthcare	NEW	10,184	NEW	$78,111	NEW	0.01%
RMAX	RE/MAX Holdings, Inc. Real Estate	NEW	14,622	NEW	$84,222	NEW	0.01%
MAX	MediaAlpha, Inc. Communication Services	NEW	10,242	NEW	$95,250	NEW	0.01%
GDYN	Grid Dynamics Holdings, Inc. Technology	NEW	17,169	NEW	$97,863	NEW	0.01%
SVV	Savers Value Village, Inc. Consumer Cyclical	NEW	13,433	NEW	$99,941	NEW	0.01%
CVRX	CVRx, Inc. Healthcare	NEW	10,726	NEW	$101,467	NEW	0.01%
HLX	Helix Energy Solutions Group Inc Energy	Held	11,842	0	$117,117	+57.7%	0.01%
TKC	Turkcell Iletisim Hizmetleri A S Communication Services	NEW	19,580	NEW	$118,067	NEW	0.01%
PENN	PENN Entertainment, Inc. Consumer Cyclical	Held	12,778	0	$192,053	+1.9%	0.02%
OZK	Bank OZK Financial Services	Reduced	4,360	-1,383	$200,080	−24.3%	0.02%
BBD	Bank Bradesco Financial Services	Added	55,145	+35,583	$201,279	+209.0%	0.02%
RDY	Dr Reddys Laboratories Ltd Healthcare	NEW	14,584	NEW	$201,988	NEW	0.02%
AIZ	Assurant, Inc. Financial Services	Reduced	933	-47	$203,216	−13.9%	0.02%
ACM	Aecom Industrials	Reduced	2,402	-16	$203,737	−11.6%	0.02%
PGC	Peapack Gladstone Financial Corp Financial Services	NEW	5,800	NEW	$204,218	NEW	0.02%
M	Macy's, Inc. Consumer Cyclical	Reduced	11,326	-30,461	$204,887	−77.8%	0.02%
PRI	Primerica, Inc. Financial Services	Reduced	828	-1,313	$207,397	−62.5%	0.02%
OVV	Ovintiv Inc. Energy	NEW	3,512	NEW	$208,472	NEW	0.02%
ADT	ADT Inc. Industrials	NEW	31,851	NEW	$209,261	NEW	0.02%
MTDR	Matador Resources Co Energy	NEW	3,316	NEW	$209,504	NEW	0.02%
LH	Labcorp Holdings Inc. Healthcare	Reduced	788	-490	$210,246	−34.4%	0.02%
WRB	Berkley W R Corp Financial Services	Reduced	3,184	-1,575	$211,035	−36.8%	0.02%
COLB	Columbia Banking System, Inc. Financial Services	Reduced	7,710	-937	$211,485	−12.5%	0.02%
FHN	First Horizon Corp Financial Services	Reduced	9,337	-568	$212,510	−10.2%	0.02%
GTM	ZoomInfo Technologies Inc. Technology	NEW	35,685	NEW	$213,396	NEW	0.02%
AMCR	Amcor plc Consumer Cyclical	NEW	5,378	NEW	$213,775	NEW	0.02%
RY	Royal Bank Of Canada Financial Services	NEW	1,328	NEW	$214,843	NEW	0.02%
BCE	Bce Inc Communication Services	NEW	8,537	NEW	$215,473	NEW	0.02%
NBIS	Nebius Group N.V. Communication Services	NEW	2,086	NEW	$216,443	NEW	0.02%
BIIB	Biogen Inc. Healthcare	NEW	1,185	NEW	$217,246	NEW	0.02%
FCPT	Four Corners Property Trust, Inc. Real Estate	NEW	9,190	NEW	$217,343	NEW	0.02%
CRS	Carpenter Technology Corp Industrials	NEW	555	NEW	$218,753	NEW	0.02%
CRI	Carters Inc Consumer Cyclical	Reduced	6,198	-65	$221,640	+9.1%	0.02%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	NEW	2,379	NEW	$222,008	NEW	0.02%
ASTS	AST SpaceMobile, Inc. Technology	NEW	2,686	NEW	$222,588	NEW	0.02%
DXCM	Dexcom Inc Healthcare	Reduced	3,549	-1,862	$222,877	−37.9%	0.02%
CVNA	Carvana Co. Consumer Cyclical	Reduced	718	-276	$225,724	−46.2%	0.02%
KVUE	Kenvue Inc. Consumer Defensive	NEW	13,111	NEW	$226,033	NEW	0.02%
OC	Owens Corning Industrials	Reduced	2,098	-622	$227,045	−25.4%	0.02%
SKM	Sk Telecom Co Ltd Communication Services	NEW	7,778	NEW	$227,817	NEW	0.02%
TME	Tencent Music Entertainment Group Communication Services	NEW	24,675	NEW	$228,984	NEW	0.02%
CPAY	Corpay, Inc. Technology	Added	788	+28	$229,300	+0.3%	0.02%
GPN	Global Payments Inc Industrials	Reduced	3,415	-678	$229,829	−27.5%	0.02%
NXST	Nexstar Media Group, Inc. Communication Services	NEW	1,271	NEW	$229,834	NEW	0.02%