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Livermore
Livermore
ZHEN

Aaron Wealth Advisors

SEC CIK
0001812198
Latest filing
Jul 16, 2026

The latest 13F from Aaron Wealth Advisors covers Q2 2026 (filed Jul 16, 2026): 688 long positions worth $1.97B. The top 10 holdings make up 42.3% of the portfolio, and the largest is iShares Core MSCI Eafe ETF at 7.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
87
Est. +$29.2M
Added
336
Est. +$124.5M
Reduced
233
Est. −$118.9M
Sold out
89
Est. −$27.5M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core MSCI Eafe ETF46432F842
    7.9%$155.6M
  2. NVDANVIDIA Corp
    6.7%$132.6MHistory
  3. Vanguard Scottsdale FDS92206C714
    5.3%$103.8M
  4. Vanguard Scottsdale FDS92206C680
    5.2%$102.0M
  5. MBXMBX Biosciences, Inc.
    3.3%$64.5MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. NVDANVIDIA Corp
    +$35.7MAddedHistory
  2. iShares Core MSCI Emerging Markets ETF46434G103
    +$7.56MAdded
  3. iShares Core MSCI Eafe ETF46432F842
    +$7.17MAdded
  4. SPYSPDR S&P 500 ETF Trust
    +$5.44MAddedHistory
  5. TSMTaiwan Semiconductor Manufacturing Co Ltd
    +$3.96MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. NVDANVIDIA Corp
    +1.86 pp4.9% → 6.7%History
  2. iShares Core MSCI Emerging Markets ETF46434G103
    +0.50 pp2.6% → 3.1%
  3. TSMTaiwan Semiconductor Manufacturing Co Ltd
    +0.45 pp1.0% → 1.5%History
  4. AMDAdvanced Micro Devices Inc
    +0.34 pp0.2% → 0.5%History
  5. SPYSPDR S&P 500 ETF Trust
    +0.28 pp0.9% → 1.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr46436E718
    −$60.0MReduced
  2. Vanguard Scottsdale FDS92206C714
    −$11.8MReduced
  3. Vanguard Scottsdale FDS92206C680
    −$8.33MReduced
  4. Vanguard Morningstar Small-Cap Value ETF922908611
    −$2.16MReduced
  5. HONHoneywell International Inc
    −$1.27MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr46436E718
    −3.50 pp3.8% → 0.3%
  2. Vanguard Scottsdale FDS92206C714
    −0.61 pp5.9% → 5.3%
  3. AMGNAmgen Inc
    −0.35 pp3.6% → 3.2%History
  4. Vanguard Scottsdale FDS92206C680
    −0.29 pp5.5% → 5.2%
  5. WMTWalmart Inc.
    −0.14 pp0.7% → 0.5%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.97B
+$237.8M (+13.7%) vs. prior quarter
Positions
688
−2 vs. prior quarter
Top 10 concentration
42.3%
Top 10 as share of value
Turnover
7.9%
Q2 2026, one quarter
Average holding period
17.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $4.93B (Q1 2022)

Q1 2021: $272.5MQ2 2021: $303.8MQ3 2021: $354.6MQ4 2021: $357.8MQ1 2022: $4.93BQ2 2022: $397.9MQ3 2022: $542.3MQ4 2022: $675.5MQ1 2023: $727.3MQ2 2023: $769.1MQ3 2023: $775.3MQ4 2023: $602.9MQ1 2024: $697.6MQ2 2024: $720.5MQ3 2024: $839.6MQ4 2024: $861.3MQ1 2025: $872.4MQ2 2025: $978.9MQ3 2025: $1.66BQ4 2025: $1.80BQ1 2026: $1.73BQ2 2026: $1.97B
Q1 2021Q2 2026
13F filings of Aaron Wealth Advisors by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 16, 2026688$1.97BiShares Core MSCI Eafe ETFNVDAVanguard Scottsdale FDSvs. Q1 2026SEC
Q1 2026Apr 21, 2026690$1.73BiShares Core MSCI Eafe ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q4 2025SEC
Q4 2025Jan 21, 2026674$1.80BiShares TriShares Core MSCI Eafe ETFNVDAvs. Q3 2025SEC
Q3 2025Oct 3, 2025628$1.66BiShares TriShares Core MSCI Eafe ETFNVDAvs. Q2 2025SEC
Q2 2025Jul 9, 2025489$978.9MiShares Core MSCI Eafe ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q1 2025SEC
Q1 2025Apr 28, 2025450$872.4MiShares Core MSCI Eafe ETFVanguard Scottsdale FDSAMGNvs. Q4 2024SEC
Q4 2024Jan 15, 2025449$861.3MiShares Core MSCI Eafe ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q3 2024SEC
Q3 2024Oct 17, 2024427$839.6MiShares Core MSCI Eafe ETFAMGNVanguard Scottsdale FDSvs. Q2 2024SEC
Q2 2024Jul 22, 2024326$720.5MiShares Core MSCI Eafe ETFAMGNVanguard Scottsdale FDSvs. Q1 2024SEC
Q1 2024Apr 25, 2024309$697.6MiShares Core MSCI Eafe ETFAMGNVanguard Scottsdale FDSvs. Q4 2023SEC
Q4 2023Jan 26, 2024256$602.9MiShares Core MSCI Eafe ETFAMGNVanguard Scottsdale FDSvs. Q3 2023SEC
Q3 2023Oct 19, 2023258$775.3MMSFTAMGNiShares Core MSCI Eafe ETFvs. Q2 2023SEC
Q2 2023Jul 26, 2023252$769.1MMSFTiShares Core MSCI Eafe ETFAMGNvs. Q1 2023SEC
Q1 2023May 2, 2023251$727.3MMSFTAMGNiShares Core MSCI Eafe ETFvs. Q4 2022SEC
Q4 2022Jan 24, 2023243$675.5MAMGNMSFTVanguard Scottsdale FDSvs. Q3 2022SEC
Q3 2022Oct 21, 2022221$542.3MMSFTVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q2 2022SEC
Q2 2022Jul 22, 2022191$397.9MiShares Core MSCI Eafe ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q1 2022SEC
Q1 2022May 10, 2022928$4.93BVanguard Scottsdale FDSVanguard Scottsdale FDSiShares Core MSCI Emerging Markets ETFvs. Q4 2021SEC
Q4 2021Jan 21, 2022177$357.8MVanguard Scottsdale FDSVanguard Scottsdale FDSiShares Core MSCI Eafe ETFvs. Q3 2021SEC
Q3 2021Oct 21, 2021160$354.6MiShares Core MSCI Eafe ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q2 2021SEC
Q2 2021Jul 29, 2021156$303.8MVanguard Scottsdale FDSVanguard Scottsdale FDSiShares Core MSCI Eafe ETFvs. Q1 2021SEC
Q1 2021Apr 29, 2021151$272.5MVanguard Scottsdale FDSVanguard Scottsdale FDSiShares Core MSCI Eafe ETF–SEC