Aaron Wealth Advisors LLC

CIK

1812198

Location

Chicago, IL

Portfolio Value

Small $190,664,858

Diversification

Diversified

Filing Date

Global Rank

#1,551 / 8,336 ▲ 25

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

78 positions · $190,664,858 total · Healthcare only · 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 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMGN	Amgen Inc Healthcare	Added	174,735	+8,894	$61,480,509	+13.3%	32.25%
MBX	MBX Biosciences, Inc. Healthcare	Added	1,168,176	+1,098,176	$34,870,053	+1479.4%	18.29%
LLY	ELI LILLY & Co Healthcare	Reduced	11,253	-943	$10,350,171	−21.0%	5.43%
JNJ	Johnson & Johnson Healthcare	Reduced	40,714	-591	$9,952,130	+16.4%	5.22%
BMY	Bristol Myers Squibb Co Healthcare	Added	98,697	+288	$5,985,973	+12.8%	3.14%
ABBV	AbbVie Inc. Healthcare	Reduced	20,998	-4,342	$4,566,855	−21.1%	2.40%
MCK	Mckesson Corp Healthcare	Added	4,599	+573	$3,979,790	+20.5%	2.09%
NVS	Novartis AG Healthcare	Added	24,095	+4,376	$3,680,511	+35.4%	1.93%
MRK	Merck & Co., Inc. Healthcare	Reduced	27,189	-1,232	$3,270,564	+9.3%	1.72%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	19,278	-1,089	$2,686,774	+7.5%	1.41%
UNH	Unitedhealth Group Inc Healthcare	Reduced	8,947	-1,339	$2,420,968	−28.7%	1.27%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	4,625	-643	$2,273,326	−25.5%	1.19%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	4,903	-1,377	$2,260,233	−36.5%	1.19%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	5,042	+117	$2,251,454	+0.8%	1.18%
CAH	Cardinal Health Inc Healthcare	Reduced	9,825	-433	$2,076,120	−1.5%	1.09%
CVS	CVS HEALTH Corp Healthcare	Reduced	25,018	-11,328	$1,796,792	−37.7%	0.94%
GSK	GSK plc Healthcare	Added	30,267	+4,435	$1,670,435	+31.9%	0.88%
SNY	Sanofi Healthcare	Added	32,491	+6,647	$1,565,416	+25.0%	0.82%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	3,166	-363	$1,498,277	−9.1%	0.79%
DHR	Danaher Corp /De/ Healthcare	Added	7,788	+121	$1,476,604	−15.9%	0.77%
ABT	Abbott Laboratories Healthcare	Reduced	13,746	-15,701	$1,411,301	−61.7%	0.74%
AZN	Astrazeneca PLC Healthcare	NEW	6,644	NEW	$1,310,329	NEW	0.69%
BKD	Brookdale Senior Living Inc. Healthcare	Reduced	90,421	-710	$1,236,959	+25.8%	0.65%
MDT	Medtronic plc Healthcare	Reduced	14,181	-14,885	$1,228,783	−56.0%	0.64%
ILMN	Illumina, Inc. Healthcare	Reduced	9,310	-1,939	$1,147,550	−22.2%	0.60%
NVO	Novo Nordisk A S Healthcare	Added	28,636	+6,298	$1,052,373	−7.4%	0.55%
SYK	Stryker Corp Healthcare	Added	3,040	+122	$998,913	−2.6%	0.52%
PFE	Pfizer Inc Healthcare	Added	35,280	+6,225	$990,662	+36.9%	0.52%
TXG	10x Genomics, Inc. Healthcare	Reduced	46,381	-20,033	$984,668	−9.1%	0.52%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	1,102	+16	$851,449	+1.6%	0.45%
TAK	Takeda Pharmaceutical Co Ltd Healthcare	Added	43,791	+13,529	$811,009	+71.9%	0.43%
BSX	Boston Scientific Corp Healthcare	Reduced	12,709	-12,451	$797,489	−66.8%	0.42%
ELV	Elevance Health, Inc. Healthcare	Added	2,704	+154	$791,596	−11.4%	0.42%
NVST	Envista Holdings Corp Healthcare	Reduced	29,635	-11,067	$751,839	−14.9%	0.39%
EW	Edwards Lifesciences Corp Healthcare	Reduced	9,374	-15	$750,669	−6.2%	0.39%
CI	Cigna Group Healthcare	Reduced	2,732	-565	$728,761	−19.7%	0.38%
ARGX	Argenx SE Healthcare	Added	818	+145	$597,344	+5.5%	0.31%
ELAN	Elanco Animal Health Inc Healthcare	Reduced	24,540	-9,730	$587,242	−24.3%	0.31%
DGX	Quest Diagnostics Inc Healthcare	Reduced	2,995	-4,045	$586,960	−52.0%	0.31%
MNKD	Mannkind Corp Healthcare	Added	235,652	+34,889	$577,347	−49.3%	0.30%
KURA	Kura Oncology, Inc. Healthcare	Reduced	66,840	-302	$543,409	−22.1%	0.29%
RMD	Resmed Inc Healthcare	Added	2,391	+453	$536,731	+15.0%	0.28%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	889	-441	$499,520	−44.5%	0.26%
JAZZ	Jazz Pharmaceuticals plc Healthcare	Reduced	2,524	-455	$477,162	−5.8%	0.25%
COR	Cencora, Inc. Healthcare	Reduced	1,505	-448	$472,780	−28.3%	0.25%
HLN	Haleon plc Healthcare	Added	46,876	+5,654	$469,228	+12.6%	0.25%
RPRX	Royalty Pharma plc Healthcare	Reduced	9,254	-1,046	$443,914	+11.5%	0.23%
A	Agilent Technologies, Inc. Healthcare	Reduced	3,882	-7,330	$442,470	−71.0%	0.23%
WAT	Waters Corp /De/ Healthcare	Added	1,456	+13	$433,596	−20.9%	0.23%
CRL	Charles River Laboratories International, Inc. Healthcare	Added	2,424	+287	$418,140	−1.9%	0.22%