Aaron Wealth Advisors
- SEC CIK
- 0001812198
- Latest filing
- Jul 16, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 21, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 690
- +16 vs. Q4 2025
- Portfolio value
- $1.73B
- −$66.2M (−3.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,536,718 | $139.1M | 8.0% | +239,124+18.4% | Added | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 1,086,914 | $101.9M | 5.9% | +210,367+24.0% | Added | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 863,072 | $94.7M | 5.5% | +141,741+19.6% | Added | – |
| NVDANVIDIA Corp | Stock | 484,145 | $84.4M | 4.9% | −41,897−8.0% | Reduced | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 647,381 | $65.2M | 3.8% | −510,753−44.1% | Reduced | – |
| AMGNAmgen Inc | Stock | 174,735 | $61.5M | 3.6% | +8,894+5.4% | Added | History |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 1,067,130 | $58.9M | 3.4% | +125,132+13.3% | Added | – |
| AAPLApple Inc. | Stock | 201,114 | $51.0M | 2.9% | −32,944−14.1% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 642,173 | $44.8M | 2.6% | +103,115+19.1% | Added | – |
| MBXMBX Biosciences, Inc. | COM | 1,168,176 | $34.9M | 2.0% | +1,098,176+1,568.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 93,286 | $34.5M | 2.0% | −13,791−12.9% | Reduced | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 150,977 | $32.8M | 1.9% | +12,726+9.2% | Added | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 610,228 | $30.4M | 1.8% | +151,890+33.1% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 97,146 | $29.4M | 1.7% | +9,674+11.1% | Added | – |
| GOOGLAlphabet Inc. | Stock | 77,406 | $22.3M | 1.3% | −7,239−8.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 104,868 | $21.8M | 1.3% | −25,042−19.3% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 51,599 | $17.4M | 1.0% | +18,077+53.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 56,880 | $16.3M | 0.9% | −7,231−11.3% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,865 | $15.5M | 0.9% | −53−0.2% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 44,094 | $13.6M | 0.8% | −9,120−17.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 26,430 | $12.7M | 0.7% | −5,156−16.3% | Reduced | History |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 206,343 | $12.4M | 0.7% | +11,493+5.9% | Added | – |
| WMTWalmart Inc. | Stock | 94,896 | $11.8M | 0.7% | −11,410−10.7% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 20,019 | $11.5M | 0.7% | −8,089−28.8% | Reduced | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 101,053 | $10.8M | 0.6% | +3,757+3.9% | Added | – |
| FCXFreeport-McMoran Inc | Stock | 182,234 | $10.7M | 0.6% | −55,860−23.5% | Reduced | History |
| TSLATesla, Inc. | Stock | 28,454 | $10.6M | 0.6% | −6,072−17.6% | Reduced | History |
| LLYEli Lilly & Co | Stock | 11,253 | $10.4M | 0.6% | −943−7.7% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 34,941 | $10.3M | 0.6% | −5,277−13.1% | Reduced | History |
| JNJJohnson & Johnson | Stock | 40,714 | $9.95M | 0.6% | −591−1.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 58,623 | $9.95M | 0.6% | −373−0.6% | Reduced | History |
| CATCaterpillar Inc | Stock | 12,073 | $8.55M | 0.5% | −247−2.0% | Reduced | History |
| VVisa Inc. | Stock | 21,417 | $6.47M | 0.4% | −6,188−22.4% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 63,106 | $6.13M | 0.4% | −193−0.3% | Reduced | – |
| BMYBristol Myers Squibb Co | Stock | 98,697 | $5.99M | 0.3% | +288+0.3% | Added | History |
| ASMLASML Holding NV | ADR | 4,433 | $5.86M | 0.3% | +936+26.8% | Added | History |
| COSTCostco Wholesale Corp | Stock | 5,583 | $5.56M | 0.3% | +134+2.5% | Added | History |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 18,086 | $5.34M | 0.3% | −7,431−29.1% | Reduced | – |
| AMATApplied Materials Inc | Stock | 15,370 | $5.25M | 0.3% | −192−1.2% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 67,160 | $5.21M | 0.3% | −6,697−9.1% | Reduced | History |
| MUMicron Technology Inc | Stock | 14,086 | $4.76M | 0.3% | +133+1.0% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 7,919 | $4.73M | 0.3% | −325−3.9% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 20,998 | $4.57M | 0.3% | −4,342−17.1% | Reduced | History |
| LRCXLam Research Corp | Stock | 21,153 | $4.52M | 0.3% | −5,285−20.0% | Reduced | History |
| PGProcter & Gamble Co | Stock | 29,386 | $4.24M | 0.2% | +44+0.1% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 9,951 | $4.24M | 0.2% | −51−0.5% | Reduced | – |
| RTXRTX Corp | Stock | 21,633 | $4.17M | 0.2% | −1,174−5.1% | Reduced | History |
| BACBank of America Corp | Stock | 81,702 | $3.98M | 0.2% | −9,230−10.2% | Reduced | History |
| MCKMcKesson Corp | Stock | 4,599 | $3.98M | 0.2% | +573+14.2% | Added | History |
| MAMastercard Inc | Stock | 7,964 | $3.98M | 0.2% | −4,063−33.8% | Reduced | History |
| NFLXNetflix Inc | Stock | 40,651 | $3.91M | 0.2% | +1,670+4.3% | Added | History |
| CVXChevron Corp | Stock | 18,811 | $3.89M | 0.2% | −1,292−6.4% | Reduced | History |
| WMWaste Management Inc | Stock | 16,694 | $3.84M | 0.2% | −126−0.7% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,772 | $3.83M | 0.2% | −113−1.3% | Reduced | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 17,773 | $3.80M | 0.2% | −156−0.9% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,732 | $3.74M | 0.2% | −272−4.5% | Reduced | – |
| UBERUber Technologies, Inc | Stock | 51,905 | $3.73M | 0.2% | −1,155−2.2% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 25,296 | $3.70M | 0.2% | −8,282−24.7% | Reduced | History |
| NVSNovartis AG | ADR | 24,095 | $3.68M | 0.2% | +4,376+22.2% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 4,300 | $3.64M | 0.2% | −138−3.1% | Reduced | History |
| KOCoca Cola Co | Stock | 47,785 | $3.63M | 0.2% | −1,303−2.7% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $3.59M | 0.2% | 00.0% | Unchanged | History |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 43,102 | $3.56M | 0.2% | +10,538+32.4% | Added | History |
| MSMorgan Stanley | Stock | 21,013 | $3.46M | 0.2% | −717−3.3% | Reduced | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 50,031 | $3.43M | 0.2% | −214−0.4% | Reduced | – |
| HDHome Depot, Inc. | Stock | 10,263 | $3.38M | 0.2% | +305+3.1% | Added | History |
| GEGeneral Electric Co | Stock | 11,747 | $3.33M | 0.2% | −4,010−25.4% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 27,189 | $3.27M | 0.2% | −1,232−4.3% | Reduced | History |
| ORCLOracle Corp | Stock | 22,155 | $3.26M | 0.2% | −835−3.6% | Reduced | History |
| MCDMcDonalds Corp | Stock | 10,469 | $3.25M | 0.2% | −1,055−9.2% | Reduced | History |
| CCitigroup Inc | Stock | 28,657 | $3.25M | 0.2% | −1,561−5.2% | Reduced | History |
| SHELShell plc | ADR | 34,471 | $3.21M | 0.2% | +10,078+41.3% | Added | History |
| GEVGE Vernova Inc. | Stock | 3,658 | $3.19M | 0.2% | +458+14.3% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 15,606 | $3.17M | 0.2% | −1,042−6.3% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 18,749 | $3.10M | 0.2% | −2,169−10.4% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 32,690 | $3.07M | 0.2% | −4,206−11.4% | Reduced | History |
| WFCWells Fargo & Company | Stock | 37,614 | $2.99M | 0.2% | −3,303−8.1% | Reduced | History |
| ETNEaton Corp plc | Stock | 8,312 | $2.97M | 0.2% | −310−3.6% | Reduced | History |
| RGLDRoyal Gold Inc | Stock | 11,471 | $2.92M | 0.2% | −234−2.0% | Reduced | History |
| TJXTJX Companies Inc | Stock | 18,138 | $2.90M | 0.2% | −436−2.3% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 22,762 | $2.86M | 0.2% | +8,461+59.2% | Added | History |
| IBMInternational Business Machines Corp | Stock | 11,579 | $2.81M | 0.2% | +1,467+14.5% | Added | History |
| LINLinde PLC | Stock | 5,619 | $2.79M | 0.2% | +188+3.5% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 19,278 | $2.69M | 0.2% | −1,089−5.3% | Reduced | History |
| KLACKLA Corp | COM NEW | 1,777 | $2.62M | 0.2% | −191−9.7% | Reduced | History |
| INGING Groep NV | SPONSORED ADR | 97,760 | $2.55M | 0.1% | +15,119+18.3% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 8,947 | $2.42M | 0.1% | −1,339−13.0% | Reduced | History |
| TMToyota Motor Corp | ADS | 11,607 | $2.39M | 0.1% | +2,002+20.8% | Added | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 139,534 | $2.37M | 0.1% | +32,364+30.2% | Added | History |
| MNSTMonster Beverage Corp | COM | 32,530 | $2.36M | 0.1% | −5,471−14.4% | Reduced | History |
| CLColgate Palmolive Co | Stock | 27,326 | $2.33M | 0.1% | −2,173−7.4% | Reduced | History |
| CMICummins Inc | Stock | 4,299 | $2.31M | 0.1% | −3−0.1% | Reduced | History |
| TAT&T Inc. | Stock | 79,715 | $2.31M | 0.1% | −8,551−9.7% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 7,239 | $2.30M | 0.1% | −147−2.0% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 4,625 | $2.27M | 0.1% | −643−12.2% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 4,903 | $2.26M | 0.1% | −1,377−21.9% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,042 | $2.25M | 0.1% | +117+2.4% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 11,002 | $2.24M | 0.1% | −1,206−9.9% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 9,010 | $2.23M | 0.1% | 00.0% | Unchanged | – |
| GLWCorning Inc | COM | 16,375 | $2.23M | 0.1% | +182+1.1% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| NVDANVIDIA Corp | Stock | $30.5M | – |
Sold out since Q4 2025 (80)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| AWIArmstrong World Industries Inc | COM | 7,585 | $1.45M | 0.1% | History |
| AYIAcuity Inc. (DE) | Stock | 3,087 | $1.11M | 0.1% | History |
| QRVOQorvo, Inc. | Stock | 10,736 | $907.3K | 0.1% | History |
| TRUTransUnion | COM | 9,070 | $777.8K | <0.1% | History |
| TECHBIO-TECHNE Corp | COM | 12,450 | $732.2K | <0.1% | History |
| DTDynatrace, Inc. | Stock | 16,732 | $725.2K | <0.1% | History |
| HEI.AHeico Corp | CL A | 2,867 | $723.7K | <0.1% | History |
| AXTAAxalta Coating Systems Ltd. | COM | 20,563 | $664.4K | <0.1% | History |
| WWayfair Inc. | CL A | 6,566 | $659.3K | <0.1% | History |
| Avidity Biosciences, Inc.05370A108 | COM | 8,562 | $617.6K | <0.1% | – |
| REYNReynolds Consumer Products Inc. | COM | 26,604 | $609.8K | <0.1% | History |
| HEIHeico Corp | COM | 1,816 | $587.6K | <0.1% | History |
| ICUIIcu Medical Inc | COM | 4,037 | $576.0K | <0.1% | History |
| POSTPost Holdings, Inc. | COM | 5,749 | $569.4K | <0.1% | History |
| FOXFox Corp | CL B COM | 8,654 | $561.9K | <0.1% | History |
| MATMattel Inc | COM | 27,051 | $536.7K | <0.1% | History |
| GENGen Digital Inc. | Stock | 19,646 | $534.2K | <0.1% | History |
| TROWPrice T Rowe Group Inc | Stock | 5,197 | $532.1K | <0.1% | History |
| AVDLAvadel Pharmaceuticals PLC | Stock | 23,543 | $507.4K | <0.1% | History |
| GNTXGentex Corp | COM | 21,309 | $495.9K | <0.1% | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 2,164 | $482.9K | <0.1% | History |
| AMHAmerican Homes 4 Rent | CL A | 14,085 | $452.1K | <0.1% | History |
| LDOSLeidos Holdings, Inc. | COM | 2,472 | $446.0K | <0.1% | History |
| ESTCElastic N.V. | ORD SHS | 5,842 | $440.7K | <0.1% | History |
| SFStifel Financial Corp | COM | 3,406 | $426.5K | <0.1% | History |
| FBINFortune Brands Innovations, Inc. | COM | 8,056 | $403.0K | <0.1% | History |
| PCARPaccar Inc | COM | 3,600 | $394.2K | <0.1% | History |
| NVCRNovoCure Ltd | ORD SHS | 29,220 | $377.8K | <0.1% | History |
| CUZCousins Properties Inc | COM NEW | 14,568 | $375.6K | <0.1% | History |
| TRMBTrimble Inc. | COM | 4,692 | $367.6K | <0.1% | History |
| SFMSprouts Farmers Market, Inc. | COM | 4,612 | $367.4K | <0.1% | History |
| MUSAMurphy USA Inc. | COM | 891 | $359.5K | <0.1% | History |
| EFXEquifax Inc | COM | 1,587 | $344.3K | <0.1% | History |
| SHCSotera Health Co | COM | 19,024 | $335.6K | <0.1% | History |
| RSReliance, Inc. | COM | 1,158 | $334.5K | <0.1% | History |
| DTEDte Energy Co | COM | 2,585 | $333.4K | <0.1% | History |
| KNSLKinsale Capital Group, Inc. | Stock | 832 | $325.4K | <0.1% | History |
| LVSLas Vegas Sands Corp | COM | 4,942 | $321.7K | <0.1% | History |
| CNXCConcentrix Corp | Stock | 7,518 | $312.6K | <0.1% | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 3,017 | $305.9K | <0.1% | History |
| ELEstee Lauder Companies Inc | CL A | 2,899 | $303.6K | <0.1% | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 1,883 | $302.7K | <0.1% | History |
| GLOBGlobant S.A. | COM | 4,599 | $300.6K | <0.1% | History |
| RKTRocket Companies, Inc. | Stock | 15,056 | $291.5K | <0.1% | History |
| HUBSHubSpot Inc | COM | 720 | $288.9K | <0.1% | History |
| VMCVulcan Materials CO | COM | 993 | $283.4K | <0.1% | History |
| AMEAmetek Inc | COM | 1,379 | $283.1K | <0.1% | History |
| WPCW. P. Carey Inc. | COM | 4,234 | $272.5K | <0.1% | History |
| GTESGates Industrial Corp Ltd. | ORD SHS | 12,461 | $267.5K | <0.1% | History |
| PPLPPL Corp | COM | 7,390 | $258.8K | <0.1% | History |
| NEUNewmarket Corp | COM | 376 | $258.4K | <0.1% | History |
| CELHCelsius Holdings, Inc. | COM NEW | 5,646 | $258.2K | <0.1% | History |
| ANAutonation, Inc. | COM | 1,237 | $255.4K | <0.1% | History |
| WINGWingstop Inc. | COM | 1,061 | $253.0K | <0.1% | History |
| KMBKimberly Clark Corp | Stock | 2,500 | $252.2K | <0.1% | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 1,450 | $248.4K | <0.1% | History |
| VLTOVeralto Corp | Stock | 2,458 | $245.3K | <0.1% | History |
| FIXComfort Systems USA Inc | COM | 259 | $241.7K | <0.1% | History |
| TXRHTexas Roadhouse, Inc. | COM | 1,450 | $240.7K | <0.1% | History |
| EXASExact Sciences Corp | COM | 2,353 | $239.0K | <0.1% | History |
| PEverpure, Inc. | CL A | 3,538 | $237.1K | <0.1% | History |
| FYBRFrontier Communications Parent, Inc. | COM | 6,102 | $232.3K | <0.1% | History |
| ELFe.l.f. Beauty, Inc. | COM | 2,946 | $224.0K | <0.1% | History |
| AUAngloGold Ashanti PLC | COM SHS | 2,589 | $220.8K | <0.1% | History |
| NVRNVR Inc | COM | 30 | $218.8K | <0.1% | History |
| INSMINSMED Inc | COM PAR $.01 | 1,229 | $213.9K | <0.1% | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 1,453 | $213.6K | <0.1% | History |
| PLNTPlanet Fitness, Inc. | CL A | 1,965 | $213.1K | <0.1% | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 2,593 | $212.7K | <0.1% | History |
| GPCGenuine Parts Co | Stock | 1,711 | $210.5K | <0.1% | History |
| CRDOCredo Technology Group Holding Ltd | Stock | 1,455 | $209.4K | <0.1% | History |
| UHAL.BU-Haul Holding Co | COM SER N | 4,419 | $206.5K | <0.1% | History |
| SYYSysco Corp | Stock | 2,780 | $204.9K | <0.1% | History |
| DUOLDuolingo, Inc. | CL A COM | 1,153 | $202.4K | <0.1% | History |
| ITGartner Inc | COM | 799 | $201.6K | <0.1% | History |
| NOVNOV Inc. | COM | 12,790 | $199.9K | <0.1% | History |
| TELFYTelefonica S A | SPONSORED ADR | 47,597 | $192.8K | <0.1% | History |
| YEXTYext, Inc. | COM | 14,111 | $113.7K | <0.1% | History |
| EOLSEvolus, Inc. | COM | 10,260 | $68.2K | <0.1% | History |
| WITWipro Ltd | SPON ADR 1 SH | 12,269 | $34.8K | <0.1% | History |