Aaron Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.76B
Q ending 2026-03-31
Prior quarter
$1.83B
Q ending 2025-12-31
Change
-3.7% QoQ · +101.9% YoY
Positions
691
reported holdings
Largest positions
Top 100 of 691 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IEFA | Shares | $139.1M | 1.5M |
| Vanguard Scottsdale Fds | VONV | Shares | $101.9M | 1.1M |
| Vanguard Scottsdale Fds | VONG | Shares | $94.7M | 863K |
| Nvidia Corporation | NVDA | Shares | $84.4M | 484K |
| Ishares Tr | SGOV | Shares | $65.2M | 647K |
| Amgen Inc | AMGN | Shares | $61.5M | 175K |
| Flexshares Tr | GUNR | Shares | $58.9M | 1.1M |
| Apple Inc | AAPL | Shares | $51.0M | 201K |
| Ishares Inc | IEMG | Shares | $44.8M | 642K |
| Mbx Biosciences Inc | MBX | Shares | $34.9M | 1.2M |
| Microsoft Corp | MSFT | Shares | $34.5M | 93K |
| Vanguard Index Fds | VBR | Shares | $32.8M | 151K |
| Nvidia Corporation | NVDA | Put | $30.5M | 175K |
| First Tr Exchange-Traded Fd | LMBS | Shares | $30.4M | 610K |
| Vanguard Index Fds | VBK | Shares | $29.4M | 97K |
| Alphabet Inc | GOOGL | Shares | $22.3M | 77K |
| Amazon Com Inc | AMZN | Shares | $21.8M | 105K |
| Taiwan Semiconductor Manufac | TSM | Shares | $17.4M | 52K |
| Alphabet Inc | GOOG | Shares | $16.3M | 57K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $15.5M | 24K |
| Broadcom Inc | AVGO | Shares | $13.6M | 44K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $12.7M | 26K |
| Proshares Tr | TOLZ | Shares | $12.4M | 206K |
| Walmart Inc | WMT | Shares | $11.8M | 95K |
| Meta Platforms Inc | META | Shares | $11.5M | 20K |
| Ishares Tr | SUB | Shares | $10.8M | 101K |
| Freeport Mcmoran Inc | FCX | Shares | $10.7M | 182K |
| Tesla Inc | TSLA | Shares | $10.6M | 28K |
| Eli Lilly & Co | LLY | Shares | $10.4M | 11K |
| Jpmorgan Chase & Co | JPM | Shares | $10.3M | 35K |
| Johnson & Johnson | JNJ | Shares | $10.0M | 41K |
| Exxon Mobil Corp | XOM | Shares | $9.9M | 59K |
| Caterpillar Inc | CAT | Shares | $8.6M | 12K |
| Visa Inc | V | Shares | $6.5M | 21K |
| Ishares Tr | EFA | Shares | $6.1M | 63K |
| Bristol-Myers Squibb Co | BMY | Shares | $6.0M | 99K |
| Asml Hldg Nv | Shares | $5.9M | 4K | |
| Costco Wholesale Corporation | COST | Shares | $5.6M | 6K |
| Vanguard Scottsdale Fds | VONE | Shares | $5.3M | 18K |
| Applied Matls Inc | AMAT | Shares | $5.3M | 15K |
| Cisco Sys Inc | CSCO | Shares | $5.2M | 67K |
| Micron Technology Inc | MU | Shares | $4.8M | 14K |
| Vanguard Index Fds | VOO | Shares | $4.7M | 8K |
| Abbvie Inc | ABBV | Shares | $4.6M | 21K |
| Lam Research Corp | LRCX | Shares | $4.5M | 21K |
| Procter & Gamble Co | PG | Shares | $4.2M | 29K |
| Ishares Tr | IWF | Shares | $4.2M | 10K |
| Rtx Corporation | RTX | Shares | $4.2M | 22K |
| Bank America Corp | BAC | Shares | $4.0M | 82K |
| Mckesson Corp | MCK | Shares | $4.0M | 5K |
| Mastercard Incorporated | MA | Shares | $4.0M | 8K |
| Netflix Inc. | NFLX | Shares | $3.9M | 41K |
| Chevron Corporation | CVX | Shares | $3.9M | 19K |
| Waste Mgmt Inc Del | WM | Shares | $3.8M | 17K |
| Vanguard Index Fds | VUG | Shares | $3.8M | 9K |
| Ishares Tr | IWD | Shares | $3.8M | 18K |
| Ishares Tr | IVV | Shares | $3.7M | 6K |
| Uber Technologies Inc | UBER | Shares | $3.7M | 52K |
| Palantir Technologies Inc | PLTR | Shares | $3.7M | 25K |
| Novartis Ag | NVS | Shares | $3.7M | 24K |
| Goldman Sachs Group Inc | GS | Shares | $3.6M | 4K |
| Coca Cola Co | KO | Shares | $3.6M | 48K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $3.6M | 5 |
| Hsbc Hldgs Plc | HSBC | Shares | $3.6M | 43K |
| Morgan Stanley | MS | Shares | $3.5M | 21K |
| Ishares Tr | ACWX | Shares | $3.4M | 50K |
| Home Depot Inc | HD | Shares | $3.4M | 10K |
| Ge Aerospace | GE | Shares | $3.3M | 12K |
| Merck & Co Inc | MRK | Shares | $3.3M | 27K |
| Oracle Corp | ORCL | Shares | $3.3M | 22K |
| Mcdonalds Corp | MCD | Shares | $3.3M | 10K |
| Citigroup Inc | C | Shares | $3.2M | 29K |
| Shell Plc | SHEL | Shares | $3.2M | 34K |
| Ge Vernova Inc | GEV | Shares | $3.2M | 4K |
| Advanced Micro Devices Inc | AMD | Shares | $3.2M | 16K |
| Philip Morris Intl Inc | PM | Shares | $3.1M | 19K |
| Schwab Charles Corp | SCHW | Shares | $3.1M | 33K |
| Wells Fargo & Co | WFC | Shares | $3.0M | 38K |
| Eaton Corp Plc | Shares | $3.0M | 8K | |
| Royal Gold Inc | RGLD | Shares | $2.9M | 11K |
| Tjx Cos Inc New | TJX | Shares | $2.9M | 18K |
| Alibaba Group Hldg Ltd | BABA | Shares | $2.9M | 23K |
| International Business Machs | IBM | Shares | $2.8M | 12K |
| Linde Plc | Shares | $2.8M | 6K | |
| Gilead Sciences Inc | GILD | Shares | $2.7M | 19K |
| Kla Corp | KLAC | Shares | $2.6M | 2K |
| Ing Groep N.V. | ING | Shares | $2.5M | 98K |
| Unitedhealth Group Inc | UNH | Shares | $2.4M | 9K |
| Toyota Motor Corp | TM | Shares | $2.4M | 12K |
| Mitsubishi Ufj Financial Gro | MUFG | Shares | $2.4M | 140K |
| Monster Beverage Corp New | MNST | Shares | $2.4M | 33K |
| Colgate Palmolive Co | CL | Shares | $2.3M | 27K |
| Cummins Inc | CMI | Shares | $2.3M | 4K |
| At&T Inc | T | Shares | $2.3M | 80K |
| Analog Devices Inc | ADI | Shares | $2.3M | 7K |
| Thermo Fisher Scientific Inc | TMO | Shares | $2.3M | 5K |
| Intuitive Surgical Inc | ISRG | Shares | $2.3M | 5K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $2.3M | 5K |
| Automatic Data Processing In | ADP | Shares | $2.2M | 11K |
| Ishares Tr | IWM | Shares | $2.2M | 9K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.