Aaron Wealth Advisors LLC
Long book
$1.73B
Q1 2026
Positions
690
Top-10 weight
43%
concentration
Last quarter
+13.7%
SPY +14.8%
Turnover
23%
of book per quarter
Strategy in plain words
auto-generated from filingsAaron Wealth Advisors LLC is an institutional manager, running a $1.73B US long book across 690 positions.
The portfolio is moderately concentrated (top 10 ≈ 43% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE MSCI EAFE ETF, VANGUARD RUSSELL 1000 VALUE, VANGUARD RUSSELL 1000 GROWTH, NVIDIA CORP, ISHARES 0-3 MONTH TREASURY B.
Over the last 9 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.9%
Q2 2024
+5.8%
Q3 2024
-2.5%
Q4 2024
-0.2%
Q1 2025
+8.4%
Q2 2025
+7.0%
Q3 2025
+3.2%
Q4 2025
-1.5%
Q1 2026
+13.7%
Sector allocation
Technology 35%
Healthcare 18%
Financials 10%
Industrials 10%
Consumer discretionary 8%
Services media 4%
Utilities 3%
Other 3%
Long book by quarter
What does Aaron Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 484.1K | $84.4M | 4.9% | -8.0% |
| AMGN AMGEN INC | Healthcare | 174.7K | $61.5M | 3.6% | +5.4% |
| AAPL APPLE INC | Technology | 201.1K | $51.0M | 2.9% | -14.1% |
| MBX MBX BIOSCIENCES INC | Healthcare | 1.2M | $34.9M | 2.0% | +1568.8% |
| MSFT MICROSOFT CORP | Technology | 93.3K | $34.5M | 2.0% | -12.9% |
| GOOGL ALPHABET INC-CL A | Technology | 77.4K | $22.3M | 1.3% | -8.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 104.9K | $21.8M | 1.3% | -19.3% |
| GOOG ALPHABET INC-CL C | Technology | 56.9K | $16.3M | 0.9% | -11.3% |
| AVGO BROADCOM INC | Technology | 44.1K | $13.6M | 0.8% | -17.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 26.4K | $12.7M | 0.7% | -16.3% |
| WMT WALMART INC | Consumer discretionary | 94.9K | $11.8M | 0.7% | -10.7% |
| META META PLATFORMS INC-CLASS A | Technology | 20.0K | $11.5M | 0.7% | -28.8% |
| FCX FREEPORT-MCMORAN INC | Materials | 182.2K | $10.7M | 0.6% | -23.5% |
| TSLA TESLA INC | Industrials | 28.5K | $10.6M | 0.6% | -17.6% |
| LLY ELI LILLY & CO | Healthcare | 11.3K | $10.4M | 0.6% | -7.7% |
| JPM JPMORGAN CHASE & CO | Financials | 34.9K | $10.3M | 0.6% | -13.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 40.7K | $10.0M | 0.6% | -1.4% |
| XOM EXXON MOBIL CORP | Energy | 58.6K | $9.9M | 0.6% | -0.6% |
| CAT CATERPILLAR INC | Industrials | 12.1K | $8.6M | 0.5% | -2.0% |
| V VISA INC-CLASS A SHARES | Services media | 21.4K | $6.5M | 0.4% | -22.4% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 98.7K | $6.0M | 0.3% | +0.3% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 4.4K | $5.9M | 0.3% | +26.8% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 5.6K | $5.6M | 0.3% | +2.5% |
| AMAT APPLIED MATERIALS INC | Technology | 15.4K | $5.3M | 0.3% | -1.2% |
| CSCO CISCO SYSTEMS INC | Technology | 67.2K | $5.2M | 0.3% | -9.1% |
| MU MICRON TECHNOLOGY INC | Technology | 14.1K | $4.8M | 0.3% | +1.0% |
| ABBV ABBVIE INC | Healthcare | 21.0K | $4.6M | 0.3% | -17.1% |
| LRCX LAM RESEARCH CORP | Industrials | 21.2K | $4.5M | 0.3% | -20.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 29.4K | $4.2M | 0.2% | +0.1% |
| RTX RTX CORP | Industrials | 21.6K | $4.2M | 0.2% | -5.1% |
| BAC BANK OF AMERICA CORP | Financials | 81.7K | $4.0M | 0.2% | -10.2% |
| MCK MCKESSON CORP | Consumer discretionary | 4.6K | $4.0M | 0.2% | +14.2% |
| MA MASTERCARD INC - A | Services media | 8.0K | $4.0M | 0.2% | -33.8% |
| NFLX NETFLIX INC | Services media | 40.7K | $3.9M | 0.2% | +4.3% |
| CVX CHEVRON CORP | Energy | 18.8K | $3.9M | 0.2% | -6.4% |
| WM WASTE MANAGEMENT INC | Utilities | 16.7K | $3.8M | 0.2% | -0.7% |
| UBER UBER TECHNOLOGIES INC | Services media | 51.9K | $3.7M | 0.2% | -2.2% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 25.3K | $3.7M | 0.2% | -24.7% |
| GS GOLDMAN SACHS GROUP INC | Financials | 4.3K | $3.6M | 0.2% | -3.1% |
| KO COCA-COLA CO/THE | Consumer staples | 47.8K | $3.6M | 0.2% | -2.7% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 5 | $3.6M | 0.2% | Held |
| MS MORGAN STANLEY | Financials | 21.0K | $3.5M | 0.2% | -3.3% |
| HD HOME DEPOT INC | Consumer discretionary | 10.3K | $3.4M | 0.2% | +3.1% |
| GE GENERAL ELECTRIC | Industrials | 11.7K | $3.3M | 0.2% | -25.4% |
| MRK MERCK & CO. INC. | Healthcare | 27.2K | $3.3M | 0.2% | -4.3% |
| ORCL ORACLE CORP | Technology | 22.2K | $3.3M | 0.2% | -3.6% |
| MCD MCDONALD'S CORP | Consumer discretionary | 10.5K | $3.3M | 0.2% | -9.2% |
| C CITIGROUP INC | Financials | 28.7K | $3.2M | 0.2% | -5.2% |
| GEV GE VERNOVA INC | Industrials | 3.7K | $3.2M | 0.2% | +14.3% |
| AMD ADVANCED MICRO DEVICES | Technology | 15.6K | $3.2M | 0.2% | -6.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 21, 2026 | 691 | $1.76B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 21, 2026 | 675 | $1.83B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 3, 2025 | 629 | $1.69B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 9, 2025 | 489 | $978.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 28, 2025 | 450 | $872.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 15, 2025 | 449 | $861.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 17, 2024 | 427 | $839.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 22, 2024 | 326 | $720.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 25, 2024 | 309 | $697.6M | canonical | SEC ↗ |
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