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Livermore
Livermore
ZHEN

Aaron Wealth Advisors

SEC CIK
0001812198
Latest filing
Jul 16, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 16, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
688
−2 vs. Q1 2026
Portfolio value
$1.97B
+$237.8M (+13.7%) vs. Q1 2026
Filed
Jul 16, 2026
SEC
Holdings of Aaron Wealth Advisors in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core MSCI Eafe ETF46432F842ETF1,610,916$155.6M7.9%+74,198+4.8%Added–
NVDANVIDIA CorpStock662,775$132.6M6.7%+178,630+36.9%AddedHistory
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL976,287$103.8M5.3%−110,627−10.2%Reduced–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW797,921$102.0M5.2%−65,151−7.5%Reduced–
MBXMBX Biosciences, Inc.COM1,167,799$64.5M3.3%−3770.0%ReducedHistory
AMGNAmgen IncStock173,851$63.0M3.2%−884−0.5%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF733,400$60.8M3.1%+91,227+14.2%Added–
AAPLApple Inc.Stock204,480$59.2M3.0%+3,366+1.7%AddedHistory
Flexshares Tr33939L407MORNSTAR UPSTR1,125,256$55.5M2.8%+58,126+5.4%Added–
MSFTMicrosoft CorpStock95,430$35.6M1.8%+2,144+2.3%AddedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF96,959$35.5M1.8%−187−0.2%Reduced–
Vanguard Morningstar Small-Cap Value ETF922908611ETF142,094$34.5M1.8%−8,883−5.9%Reduced–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT619,993$30.9M1.6%+9,765+1.6%Added–
GOOGLAlphabet Inc.Stock80,055$28.6M1.5%+2,649+3.4%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR59,883$28.6M1.5%+8,284+16.1%AddedHistory
AMZNAmazon Com IncStock114,132$27.2M1.4%+9,264+8.8%AddedHistory
SPYSPDR S&P 500 ETF TrustETF31,147$23.3M1.2%+7,282+30.5%AddedHistory
GOOGAlphabet Inc.Stock55,428$19.6M1.0%−1,452−2.6%ReducedHistory
AVGOBroadcom Inc.Stock46,469$17.6M0.9%+2,375+5.4%AddedHistory
MUMicron Technology IncStock13,980$16.1M0.8%−106−0.8%ReducedHistory
LLYEli Lilly & CoStock11,530$13.8M0.7%+277+2.5%AddedHistory
ProShares Tr74347B508DJ BRKFLD GLB213,382$12.6M0.6%+7,039+3.4%Added–
CATCaterpillar IncStock11,790$12.6M0.6%−283−2.3%ReducedHistory
BRK.BBerkshire Hathaway IncStock24,984$12.5M0.6%−1,446−5.5%ReducedHistory
METAMeta Platforms, Inc.Stock21,425$12.1M0.6%+1,406+7.0%AddedHistory
TSLATesla, Inc.Stock27,912$11.7M0.6%−542−1.9%ReducedHistory
JPMJPMorgan Chase & CoStock35,779$11.7M0.6%+838+2.4%AddedHistory
iShares Tr464288158SHRT NAT MUN ETF105,380$11.2M0.6%+4,327+4.3%Added–
AMATApplied Materials IncStock15,406$11.1M0.6%+36+0.2%AddedHistory
JNJJohnson & JohnsonStock41,786$10.6M0.5%+1,072+2.6%AddedHistory
WMTWalmart Inc.Stock93,516$10.6M0.5%−1,380−1.5%ReducedHistory
FCXFreeport-McMoran IncStock168,393$10.6M0.5%−13,841−7.6%ReducedHistory
AMDAdvanced Micro Devices IncStock17,573$10.2M0.5%+1,967+12.6%AddedHistory
ASMLASML Holding NVADR4,798$9.55M0.5%+365+8.2%AddedHistory
VVisa Inc.Stock26,947$9.25M0.5%+5,530+25.8%AddedHistory
LRCXLam Research CorpStock20,037$8.68M0.4%−1,116−5.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM59,358$8.12M0.4%+735+1.3%AddedHistory
CSCOCisco Systems, Inc.Stock64,869$7.62M0.4%−2,291−3.4%ReducedHistory
iShares MSCI Eafe ETF464287465ETF63,106$6.56M0.3%00.0%Unchanged–
INTCIntel CorpStock45,307$6.33M0.3%+907+2.0%AddedHistory
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX17,861$6.05M0.3%−225−1.2%Reduced–
BMYBristol Myers Squibb CoStock99,879$5.76M0.3%+1,182+1.2%AddedHistory
ABBVAbbVie Inc.Stock20,993$5.28M0.3%−50.0%ReducedHistory
Vanguard S&P 500 ETF922908363ETF7,639$5.25M0.3%−280−3.5%Reduced–
KLACKLA CorpCOM NEW17,305$5.22M0.3%−465−2.6%ReducedConverted for a 10-for-1 splitHistory
iShares Tr46436E7180-3 MTH TREASURY51,038$5.14M0.3%−596,343−92.1%Reduced–
HDHome Depot, Inc.Stock14,324$5.05M0.3%+4,061+39.6%AddedHistory
COSTCostco Wholesale CorpStock5,329$4.99M0.3%−254−4.5%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF39,718$4.93M0.3%00.0%UnchangedConverted for a 4-for-1 split–
MAMastercard IncStock9,530$4.89M0.2%+1,566+19.7%AddedHistory
MSMorgan StanleyStock22,707$4.75M0.2%+1,694+8.1%AddedHistory
BACBank of America CorpStock81,187$4.63M0.2%−515−0.6%ReducedHistory
UNHUnitedHealth Group IncStock10,803$4.49M0.2%+1,856+20.7%AddedHistory
GLWCorning IncCOM17,535$4.48M0.2%+1,160+7.1%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF51,102$4.40M0.2%−1,530−2.9%ReducedConverted for a 6-for-1 split–
iShares Core S&P 500 ETF464287200ETF5,830$4.37M0.2%+98+1.7%Added–
GSGoldman Sachs Group IncStock4,296$4.34M0.2%−4−0.1%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF17,773$4.31M0.2%00.0%Unchanged–
GEVGE Vernova Inc.Stock3,562$4.18M0.2%−96−2.6%ReducedHistory
HSBCHSBC Holdings PLCSPON ADR NEW43,514$4.14M0.2%+412+1.0%AddedHistory
GEGeneral Electric CoStock11,046$4.13M0.2%−701−6.0%ReducedHistory
CCitigroup IncStock29,376$4.11M0.2%+719+2.5%AddedHistory
RTXRTX CorpStock21,667$4.11M0.2%+34+0.2%AddedHistory
UBERUber Technologies, IncStock55,081$3.97M0.2%+3,176+6.1%AddedHistory
SNDKSandisk CorpCOM1,747$3.97M0.2%−40−2.2%ReducedHistory
NVSNovartis AGADR24,810$3.89M0.2%+715+3.0%AddedHistory
ETNEaton Corp plcStock8,802$3.75M0.2%+490+5.9%AddedHistory
KOCoca Cola CoStock46,145$3.75M0.2%−1,640−3.4%ReducedHistory
BRK.ABerkshire Hathaway IncCL A5$3.74M0.2%00.0%UnchangedHistory
WMWaste Management IncStock16,790$3.74M0.2%+96+0.6%AddedHistory
PGProcter & Gamble CoStock25,113$3.68M0.2%−4,273−14.5%ReducedHistory
LINLinde PLCStock6,907$3.58M0.2%+1,288+22.9%AddedHistory
ORCLOracle CorpStock23,414$3.43M0.2%+1,259+5.7%AddedHistory
MRKMerck & Co., Inc.Stock26,456$3.40M0.2%−733−2.7%ReducedHistory
PMPhilip Morris International Inc.Stock18,682$3.38M0.2%−67−0.4%ReducedHistory
TXNTexas Instruments IncStock11,298$3.37M0.2%+1,799+18.9%AddedHistory
CVXChevron CorpStock20,144$3.34M0.2%+1,333+7.1%AddedHistory
MCKMcKesson CorpStock4,321$3.26M0.2%−278−6.0%ReducedHistory
IBMInternational Business Machines CorpStock11,566$3.25M0.2%−13−0.1%ReducedHistory
INGING Groep NVSPONSORED ADR99,831$3.13M0.2%+2,071+2.1%AddedHistory
iShares MSCI Acwi Ex U.S. ETF464288240ETF41,142$3.13M0.2%−8,889−17.8%Reduced–
MNSTMonster Beverage CorpCOM32,237$3.10M0.2%−293−0.9%ReducedHistory
WFCWells Fargo & CompanyStock37,034$3.06M0.2%−580−1.5%ReducedHistory
CMICummins IncStock4,248$3.03M0.2%−51−1.2%ReducedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS150,101$2.99M0.2%+10,567+7.6%AddedHistory
TJXTJX Companies IncStock19,688$2.98M0.2%+1,550+8.5%AddedHistory
WDCWestern Digital CorpCOM4,605$2.94M0.1%+426+10.2%AddedHistory
SHELShell plcADR37,560$2.91M0.1%+3,089+9.0%AddedHistory
NFLXNetflix IncStock40,784$2.91M0.1%+133+0.3%AddedHistory
ANETArista Networks, Inc.Stock16,966$2.88M0.1%+1,929+12.8%AddedHistory
ADIAnalog Devices IncStock7,183$2.85M0.1%−56−0.8%ReducedHistory
PLTRPalantir Technologies Inc.Stock24,285$2.83M0.1%−1,011−4.0%ReducedHistory
BHPBHP Group LtdADR33,890$2.82M0.1%+3,983+13.3%AddedHistory
CVSCVS Health CorpStock26,512$2.74M0.1%+1,494+6.0%AddedHistory
SANBanco Santander, S.A.ADR197,972$2.73M0.1%+1,807+0.9%AddedHistory
iShares Russell 2000 ETF464287655ETF9,010$2.71M0.1%00.0%Unchanged–
ADPAutomatic Data Processing IncStock12,057$2.70M0.1%+1,055+9.6%AddedHistory
MRVLMarvell Technology, Inc.COM9,001$2.68M0.1%+2,785+44.8%AddedHistory
DEDeere & CoStock4,219$2.68M0.1%+402+10.5%AddedHistory
CLColgate Palmolive CoStock29,147$2.67M0.1%+1,821+6.7%AddedHistory

Sold out since Q1 2026 (89)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Aaron Wealth Advisors sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM5,633$1.27M0.1%History
CWANClearwater Analytics Holdings, Inc.CL A52,902$1.25M0.1%History
CTSHCognizant Technology Solutions CorpCL A11,057$678.3K<0.1%History
INGRIngredion IncCOM5,028$566.5K<0.1%History
LOPEGrand Canyon Education, Inc.COM3,046$517.9K<0.1%History
MSIMotorola Solutions, Inc.Stock1,104$479.1K<0.1%History
TRIThomson Reuters CorpCOM NO PAR5,307$477.5K<0.1%History
EXLSExlService Holdings, Inc.COM15,529$472.9K<0.1%History
CORCencora, Inc.Stock1,505$472.8K<0.1%History
MTGMgic Investment CorpCOM17,279$453.6K<0.1%History
AGOAssured Guaranty LtdCOM5,395$439.6K<0.1%History
NICENICE Ltd.SPONSORED ADR3,742$412.6K<0.1%History
PODDInsulet CorpStock1,955$410.2K<0.1%History
TELTE Connectivity plcStock1,950$407.7K<0.1%History
BEKEKE Holdings Inc.SPONSORED ADS26,080$390.4K<0.1%History
DARDarling Ingredients Inc.COM6,312$390.4K<0.1%History
MTDMettler Toledo International IncCOM301$379.6K<0.1%History
OTEXOpen Text CorpCOM17,069$379.6K<0.1%History
GGGGraco IncCOM4,397$372.2K<0.1%History
NINisource Inc.COM7,926$369.8K<0.1%History
ORIOld Republic International CorpCOM9,257$369.4K<0.1%History
ITTItt Inc.COM1,909$363.7K<0.1%History
ZGZillow Group, Inc.CL A8,627$357.1K<0.1%History
SAMBoston Beer Co IncCL A1,529$352.3K<0.1%History
CNACna Financial CorpCOM7,606$349.3K<0.1%History
ROLRollins IncCOM6,336$338.4K<0.1%History
AOSSmith A O CorpCOM5,118$337.5K<0.1%History
TKOTKO Group Holdings, Inc.CL A1,670$336.8K<0.1%History
WMSAdvanced Drainage Systems, Inc.COM2,432$333.5K<0.1%History
XPEVXpeng Inc.ADS19,045$325.9K<0.1%History
QQnity Electronics, Inc.COMMON STOCK2,816$324.9K<0.1%History
LBTYALiberty Global Ltd.COM CL A26,813$324.2K<0.1%History
TAPMolson Coors Beverage CoCL B7,481$322.1K<0.1%History
FCNFti Consulting, IncCOM1,785$315.5K<0.1%History
THCTenet Healthcare CorpCOM NEW1,670$315.1K<0.1%History
XYLXylem Inc.COM2,600$310.7K<0.1%History
AWKAmerican Water Works Company, Inc.Stock2,272$309.2K<0.1%History
FEFirstenergy CorpCOM5,942$301.0K<0.1%History
DOCUDocuSign, Inc.Stock6,272$297.4K<0.1%History
NRGNRG Energy, Inc.Stock2,028$296.4K<0.1%History
DPZDominos Pizza IncCOM812$291.3K<0.1%History
BURLBurlington Stores, Inc.COM871$283.4K<0.1%History
AGCOAGCO CorpCOM2,439$282.6K<0.1%History
SCCOSouthern Copper CorpStock1,641$282.4K<0.1%History
EAElectronic Arts Inc.COM1,376$280.5K<0.1%History
DECKDeckers Outdoor CorpCOM2,760$276.2K<0.1%History
STLAStellantis N.V.SHS38,111$270.2K<0.1%History
ORealty Income CorpREIT4,408$269.7K<0.1%History
AERAerCap Holdings N.V.SHS1,951$267.6K<0.1%History
SWKSSkyworks Solutions, Inc.Stock4,995$267.5K<0.1%History
SUNBSunbelt Rentals Holdings, Inc.SHS3,948$257.0K<0.1%History
EMEEMCOR Group, Inc.Stock341$251.9K<0.1%History
HOLXHologic IncCOM3,254$246.0K<0.1%History
TDToronto Dominion BankStock2,634$245.8K<0.1%History
CNPCenterpoint Energy IncCOM5,659$244.2K<0.1%History
CSXCSX CorpStock5,849$240.1K<0.1%History
CTRACoterra Energy Inc.Stock6,762$237.6K<0.1%History
VRSKVerisk Analytics, Inc.COM1,249$237.0K<0.1%History
LULUlululemon athletica inc.Stock1,536$235.2K<0.1%History
PONYPony AI Inc.SPONSORED ADS24,911$235.2K<0.1%History
JLLJones Lang Lasalle IncCOM771$234.6K<0.1%History
FUTUFutu Holdings LtdSPON ADS CL A1,681$229.9K<0.1%History
NXSTNexstar Media Group, Inc.COMMON STOCK1,271$229.8K<0.1%History
TMETencent Music Entertainment GroupSPON ADS24,675$229.0K<0.1%History
iShares Core Dividend Growth ETF46434V621ETF3,224$226.3K<0.1%–
DXCMDexcom IncCOM3,549$222.9K<0.1%History
ASTSAST SpaceMobile, Inc.COM CL A2,686$222.6K<0.1%History
CHDChurch & Dwight Co IncCOM2,379$222.0K<0.1%History
BIIBBiogen Inc.COM1,185$217.2K<0.1%History
BCEBce IncCOM NEW8,537$215.5K<0.1%History
RYRoyal Bank of CanadaStock1,328$214.8K<0.1%History
GTMZoomInfo Technologies Inc.Stock35,685$213.4K<0.1%History
WRBBerkley W R CorpCOM3,184$211.0K<0.1%History
ADTADT Inc.COM31,851$209.3K<0.1%History
OVVOvintiv Inc.COM3,512$208.5K<0.1%History
MMacy's, Inc.COM11,326$204.9K<0.1%History
ACMAecomCOM2,402$203.7K<0.1%History
AIZAssurant, Inc.Stock933$203.2K<0.1%History
RDYDr Reddys Laboratories LtdADR14,584$202.0K<0.1%History
OZKBank OZKCOM4,360$200.1K<0.1%History
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW19,580$118.1K<0.1%History
CVRXCVRx, Inc.COM10,726$101.5K<0.1%History
SVVSavers Value Village, Inc.COM13,433$99.9K<0.1%History
GDYNGrid Dynamics Holdings, Inc.CL A17,169$97.9K<0.1%History
MAXMediaAlpha, Inc.CL A10,242$95.3K<0.1%History
RMAXRE/MAX Holdings, Inc.CL A14,622$84.2K<0.1%History
IBRXImmunityBio, Inc.COM10,184$78.1K<0.1%History
OPRXOptimizeRx CorpCOM NEW10,588$66.5K<0.1%History
PRTHPriority Technology Holdings, Inc.COM10,534$49.7K<0.1%History