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Livermore
Livermore
ZHEN

Aaron Wealth Advisors

SEC CIK
0001812198
Latest filing
Jul 16, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 21, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
674
+46 vs. Q3 2025
Portfolio value
$1.80B
+$142.0M (+8.6%) vs. Q3 2025
Filed
Jan 21, 2026
SEC
Holdings of Aaron Wealth Advisors in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr46436E7180-3 MTH TREASURY1,158,134$116.3M6.5%−491,481−29.8%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF1,297,594$116.1M6.5%+113,407+9.6%Added–
NVDANVIDIA CorpStock526,042$98.1M5.5%+46,422+9.7%AddedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW721,331$87.8M4.9%+49,931+7.4%Added–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL876,547$80.9M4.5%+66,229+8.2%Added–
AAPLApple Inc.Stock234,058$63.6M3.5%+47,105+25.2%AddedHistory
AMGNAmgen IncStock165,841$54.3M3.0%−15,498−8.5%ReducedHistory
MSFTMicrosoft CorpStock107,077$51.8M2.9%+7,460+7.5%AddedHistory
Flexshares Tr33939L407MORNSTAR UPSTR941,998$43.2M2.4%+47,737+5.3%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF539,058$36.2M2.0%+10,931+2.1%Added–
AMZNAmazon Com IncStock129,910$30.0M1.7%+25,993+25.0%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF138,251$29.3M1.6%+1,571+1.1%Added–
GOOGLAlphabet Inc.Stock84,645$26.5M1.5%+19,885+30.7%AddedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF87,472$26.4M1.5%+2,185+2.6%Added–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT458,338$22.9M1.3%+108,212+30.9%Added–
GOOGAlphabet Inc.Stock64,111$20.1M1.1%+10,616+19.8%AddedHistory
METAMeta Platforms, Inc.Stock28,108$18.6M1.0%+4,722+20.2%AddedHistory
AVGOBroadcom Inc.Stock53,214$18.4M1.0%+10,157+23.6%AddedHistory
SPYSPDR S&P 500 ETF TrustETF23,918$16.3M0.9%−92−0.4%ReducedHistory
BRK.BBerkshire Hathaway IncStock31,586$15.9M0.9%+3,953+14.3%AddedHistory
TSLATesla, Inc.Stock34,526$15.5M0.9%+5,761+20.0%AddedHistory
LLYEli Lilly & CoStock12,196$13.1M0.7%+2,193+21.9%AddedHistory
JPMJPMorgan Chase & CoStock40,218$13.0M0.7%+6,657+19.8%AddedHistory
FCXFreeport-McMoran IncStock238,094$12.1M0.7%−62,253−20.7%ReducedHistory
WMTWalmart Inc.Stock106,306$11.8M0.7%+9,328+9.6%AddedHistory
ProShares Tr74347B508DJ BRKFLD GLB194,850$10.6M0.6%+5,554+2.9%Added–
iShares Tr464288158SHRT NAT MUN ETF97,296$10.4M0.6%+4,984+5.4%Added–
TSMTaiwan Semiconductor Manufacturing Co LtdADR33,522$10.2M0.6%+9,013+36.8%AddedHistory
VVisa Inc.Stock27,605$9.68M0.5%+3,601+15.0%AddedHistory
JNJJohnson & JohnsonStock41,305$8.55M0.5%+5,473+15.3%AddedHistory
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX25,517$7.89M0.4%−2,414−8.6%Reduced–
XOMExxonMobil Holdings CorpCOM58,996$7.10M0.4%+10,494+21.6%AddedHistory
CATCaterpillar IncStock12,320$7.06M0.4%+4,680+61.3%AddedHistory
MAMastercard IncStock12,027$6.87M0.4%+3,491+40.9%AddedHistory
iShares MSCI Eafe ETF464287465ETF63,299$6.08M0.3%−34−0.1%Reduced–
PLTRPalantir Technologies Inc.Stock33,578$5.97M0.3%+6,251+22.9%AddedHistory
ABBVAbbVie Inc.Stock25,340$5.79M0.3%+3,983+18.6%AddedHistory
CSCOCisco Systems, Inc.Stock73,857$5.69M0.3%+17,226+30.4%AddedHistory
BMYBristol Myers Squibb CoStock98,409$5.31M0.3%+2,365+2.5%AddedHistory
Vanguard S&P 500 ETF922908363ETF8,244$5.17M0.3%−210−2.5%Reduced–
BACBank of America CorpStock90,932$5.00M0.3%+15,928+21.2%AddedHistory
GEGeneral Electric CoStock15,757$4.85M0.3%+2,384+17.8%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF10,002$4.73M0.3%−376−3.6%Reduced–
COSTCostco Wholesale CorpStock5,449$4.70M0.3%+358+7.0%AddedHistory
LRCXLam Research CorpStock26,438$4.53M0.3%+2,056+8.4%AddedHistory
ORCLOracle CorpStock22,990$4.48M0.2%+3,276+16.6%AddedHistory
UBERUber Technologies, IncStock53,060$4.34M0.2%−937−1.7%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF8,885$4.33M0.2%−30.0%Reduced–
PGProcter & Gamble CoStock29,342$4.21M0.2%+2,578+9.6%AddedHistory
RTXRTX CorpStock22,807$4.18M0.2%+2,971+15.0%AddedHistory
iShares Core S&P 500 ETF464287200ETF6,004$4.11M0.2%+15+0.3%Added–
QCOMQualcomm IncStock23,559$4.03M0.2%+8,547+56.9%AddedHistory
AMATApplied Materials IncStock15,562$4.00M0.2%+3,466+28.7%AddedHistory
MUMicron Technology IncStock13,953$3.98M0.2%+3,300+31.0%AddedHistory
GSGoldman Sachs Group IncStock4,438$3.90M0.2%+771+21.0%AddedHistory
MSMorgan StanleyStock21,730$3.86M0.2%+3,306+17.9%AddedHistory
WFCWells Fargo & CompanyStock40,917$3.81M0.2%+7,418+22.1%AddedHistory
BRK.ABerkshire Hathaway IncCL A5$3.77M0.2%00.0%UnchangedHistory
iShares Russell 1000 Value ETF464287598ETF17,929$3.77M0.2%00.0%Unchanged–
ASMLASML Holding NVADR3,497$3.74M0.2%+946+37.1%AddedHistory
ACNAccenture plcStock13,834$3.71M0.2%+1,012+7.9%AddedHistory
WMWaste Management IncStock16,820$3.70M0.2%+2,135+14.5%AddedHistory
ABTAbbott LaboratoriesStock29,447$3.69M0.2%+7,380+33.4%AddedHistory
SCHWSchwab Charles CorpStock36,896$3.69M0.2%+4,271+13.1%AddedHistory
NFLXNetflix IncStock38,981$3.65M0.2%−13,859−26.2%ReducedConverted for a 10-for-1 splitHistory
AMDAdvanced Micro Devices IncStock16,648$3.57M0.2%+6,113+58.0%AddedHistory
ISRGIntuitive Surgical IncCOM NEW6,280$3.56M0.2%+1,150+22.4%AddedHistory
CCitigroup IncStock30,218$3.53M0.2%+3,374+12.6%AddedHistory
MCDMcDonalds CorpStock11,524$3.52M0.2%+1,751+17.9%AddedHistory
KOCoca Cola CoStock49,088$3.43M0.2%+12,515+34.2%AddedHistory
HDHome Depot, Inc.Stock9,958$3.43M0.2%−3,423−25.6%ReducedHistory
UNHUnitedHealth Group IncStock10,286$3.40M0.2%+378+3.8%AddedHistory
iShares MSCI Acwi Ex U.S. ETF464288240ETF50,245$3.37M0.2%−519−1.0%Reduced–
PMPhilip Morris International Inc.Stock20,918$3.36M0.2%+5,107+32.3%AddedHistory
MCKMcKesson CorpStock4,026$3.30M0.2%−178−4.2%ReducedHistory
BKNGBooking Holdings Inc.Stock613$3.28M0.2%+185+43.2%AddedHistory
CRMSalesforce, Inc.Stock11,977$3.17M0.2%+3,930+48.8%AddedHistory
ADPAutomatic Data Processing IncStock12,208$3.14M0.2%+2,135+21.2%AddedHistory
CVXChevron CorpStock20,103$3.06M0.2%+3,066+18.0%AddedHistory
TMOThermo Fisher Scientific Inc.Stock5,268$3.05M0.2%+1,062+25.2%AddedHistory
IBMInternational Business Machines CorpStock10,112$3.00M0.2%+2,838+39.0%AddedHistory
MRKMerck & Co., Inc.Stock28,421$2.99M0.2%+10,874+62.0%AddedHistory
GDGeneral Dynamics CorpStock8,862$2.98M0.2%+678+8.3%AddedHistory
COFCapital One Financial CorpStock12,150$2.94M0.2%+1,684+16.1%AddedHistory
MNSTMonster Beverage CorpCOM38,001$2.91M0.2%−336−0.9%ReducedHistory
DISWalt Disney CoStock25,526$2.90M0.2%+4,451+21.1%AddedHistory
CVSCVS Health CorpStock36,346$2.88M0.2%+2,087+6.1%AddedHistory
TJXTJX Companies IncStock18,574$2.85M0.2%+4,132+28.6%AddedHistory
INTUIntuit Inc.Stock4,251$2.82M0.2%+794+23.0%AddedHistory
MDTMedtronic plcStock29,066$2.79M0.2%+4,195+16.9%AddedHistory
ADBEAdobe Inc.Stock7,909$2.77M0.2%+1,246+18.7%AddedHistory
ETNEaton Corp plcStock8,622$2.75M0.2%+1,342+18.4%AddedHistory
AXPAmerican Express CoStock7,372$2.73M0.2%+2,042+38.3%AddedHistory
EXPEExpedia Group, Inc.Stock9,623$2.73M0.2%+1,024+11.9%AddedHistory
NVSNovartis AGADR19,719$2.72M0.2%+4,080+26.1%AddedHistory
RGLDRoyal Gold IncStock11,705$2.60M0.1%+1,151+10.9%AddedHistory
AZNAstraZeneca PLCSPONSORED ADR27,984$2.57M0.1%+6,769+31.9%AddedHistory
HSBCHSBC Holdings PLCSPON ADR NEW32,564$2.56M0.1%+7,117+28.0%AddedHistory
ABNBAirbnb, Inc.Stock18,764$2.55M0.1%+898+5.0%AddedHistory
SAPSAP SEADR10,326$2.51M0.1%+1,703+19.7%AddedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Aaron Wealth Advisors in Q4 2025
SecurityClassPutsCalls
NVDANVIDIA CorpStock$32.6M–

Sold out since Q3 2025 (52)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Aaron Wealth Advisors sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
TTCToro CoCOM19,044$1.45M0.1%History
ULUnilever PLCSPON ADR NEW20,036$1.19M0.1%History
MIDDMIDDLEBY CorpCOM8,761$1.16M0.1%History
CFCF Industries Holdings, Inc.COM12,308$1.10M0.1%History
MOHMolina Healthcare, Inc.COM5,694$1.09M0.1%History
GISGeneral Mills IncStock19,238$970.0K0.1%History
MHKMohawk Industries IncCOM6,686$862.0K0.1%History
NTNXNutanix, Inc.Stock11,077$824.0K<0.1%History
HUMHumana IncStock2,788$725.4K<0.1%History
VICIVici Properties Inc.COM21,332$695.6K<0.1%History
SRESempraStock6,610$594.8K<0.1%History
GNRCGenerac Holdings Inc.Stock3,447$577.0K<0.1%History
NSCNorfolk Southern CorpStock1,599$480.4K<0.1%History
MTCHMatch Group, Inc.COM13,557$478.8K<0.1%History
MANManpowerGroup Inc.COM12,559$476.0K<0.1%History
ZTSZoetis Inc.Stock3,182$465.6K<0.1%History
KHCKraft Heinz CoStock17,355$451.9K<0.1%History
DRVNDriven Brands Holdings Inc.COM26,640$429.2K<0.1%History
ZBRAZebra Technologies CorpCL A1,439$427.6K<0.1%History
KMIKinder Morgan, Inc.Stock14,418$408.2K<0.1%History
BDXBecton Dickinson & CoStock2,134$399.4K<0.1%History
STXSeagate Technology Holdings plcORD SHS1,689$398.7K<0.1%History
EVREvercore Inc.CLASS A1,108$373.8K<0.1%History
SMGScotts Miracle-Gro CoStock6,330$360.5K<0.1%History
WENWendy's CoStock38,937$356.7K<0.1%History
OSKOshkosh CorpCOM2,729$354.0K<0.1%History
GTMZoomInfo Technologies Inc.Stock32,191$351.2K<0.1%History
PNWPinnacle West Capital CorpCOM3,875$347.4K<0.1%History
PWRQuanta Services, Inc.COM838$347.3K<0.1%History
SEICSEI Investments CoCOM3,999$339.3K<0.1%History
SAICScience Applications International CorpCOM3,328$330.7K<0.1%History
BLDQXO Insulation, LLCStock805$314.6K<0.1%History
RFRegions Financial CorpCOM11,694$308.4K<0.1%History
VEEVVeeva Systems IncStock955$284.5K<0.1%History
WSTWest Pharmaceutical Services IncCOM1,049$275.2K<0.1%History
FNDFloor & Decor Holdings, Inc.CL A3,707$273.2K<0.1%History
NBISNebius Group N.V.Stock2,418$271.5K<0.1%History
Janus Detroit STR Tr47103U852HENDERSON MTG5,645$257.8K<0.1%–
CPBCAMPBELL'S CoCOM8,135$256.9K<0.1%History
iShares Tr46435U663ESG AWARE MSCI5,566$251.0K<0.1%–
NWSNews CorpCL B7,031$242.9K<0.1%History
ARESAres Management CorpCL A COM STK1,493$238.7K<0.1%History
WTRGEssential Utilities, Inc.COM5,932$236.7K<0.1%History
LNCLincoln National CorpCOM5,777$233.0K<0.1%History
EQNREquinor ASASPONSORED ADR9,508$231.8K<0.1%History
XPEVXpeng Inc.ADS9,732$227.9K<0.1%History
DVADavita Inc.COM1,702$226.1K<0.1%History
WYNNWynn Resorts LtdCOM1,757$225.4K<0.1%History
KKellanovaStock2,539$208.2K<0.1%History
GMEDGlobus Medical IncStock3,591$205.7K<0.1%History
BF.BBrown Forman CorpStock7,530$203.9K<0.1%History
COTYCoty Inc.COM CL A20,030$80.9K<0.1%History