Position in HOOD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$699,252
+$394,956 QoQ
Shares Held
6,973
+58.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#748
of 1,386 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $13,090,409 across 6 Capital Markets names. HOOD ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,707 | $4,746,671 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,296 | $4,344,845 | |
| 3 | SCHW |
Schwab Charles Corp
|
21,400 | $1,974,578 | |
| 4 | NMR |
Nomura Holdings Inc
|
106,655 | $936,430 | |
| 5 | HOOD |
Robinhood Markets, Inc.
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|
6,973 | $699,252 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,465 | $388,633 |
All Filings in HOOD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,252 | 6,973 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $304,296 | 4,391 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $912,943 | 8,072 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,038,055 | 7,250 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $389,500 | 4,160 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||