EdgeMarket › What Aaron Wealth Advisors Llc reported owning
What Aaron Wealth Advisors Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.8BPositions
691Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IEFA iShares Core MSCI EAFE ETF | 139.1M | 7.9% | 1.5M | 100.85 | +16.8% |
| VONV Vanguard Russell 1000 Value ETF | 101.9M | 5.8% | 1.1M | 112.82 | +29.1% |
| VONG Vanguard Russell 1000 Growth ETF | 94.7M | 5.4% | 863.1K | 125.99 | +11.3% |
| NVDA NVIDIA CORP | 84.4M | 4.8% | 484.1K | 214.72 | +22.4% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 65.2M | 3.7% | 647.4K | 100.63 | +0.0% |
| AMGN AMGEN INC | 61.5M | 3.5% | 174.7K | 439.33 | +48.2% |
| GUNR FlexShares Global Upstream Natural Resources I | 58.9M | 3.3% | 1.1M | 56.92 | +37.2% |
| AAPL Apple Inc. | 51.0M | 2.9% | 201.1K | 309.35 | +36.9% |
| IEMG iShares Core MSCI Emerging Markets ETF | 44.8M | 2.5% | 642.2K | 81.57 | +31.9% |
| MBX MBX Biosciences, Inc. | 34.9M | 2.0% | 1.2M | 66.33 | +386.6% |
| MSFT MICROSOFT CORP | 34.5M | 2.0% | 93.3K | 483.24 | -4.4% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 32.8M | 1.9% | 151.0K | 249.18 | +22.7% |
| LMBS First Trust Low Duration Opportunities ETF | 30.4M | 1.7% | 610.2K | 49.53 | -0.0% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 29.4M | 1.7% | 97.1K | 358.65 | +26.5% |
| GOOGL Alphabet Inc. | 22.3M | 1.3% | 77.4K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 21.8M | 1.2% | 104.9K | 258.63 | +15.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 17.4M | 1.0% | 51.6K | 418.95 | +83.3% |
| GOOG Alphabet Inc. | 16.3M | 0.9% | 56.9K | 341.75 | +70.7% |
| SPY SPDR S&P 500 ETF TRUST | 15.5M | 0.9% | 23.9K | 765.72 | +20.0% |
| AVGO Broadcom Inc. | 13.6M | 0.8% | 44.1K | 368.45 | +26.5% |
| unmapped CUSIP 084670702 | 12.7M | 0.7% | 26.4K | — | — |
| TOLZ ProShares DJ Brookfield Global Infrastructure | 12.4M | 0.7% | 206.3K | 58.95 | +8.4% |
| WMT Walmart Inc. | 11.8M | 0.7% | 94.9K | 103.70 | +1.1% |
| META Meta Platforms, Inc. | 11.5M | 0.7% | 20.0K | 549.90 | -26.5% |
| SUB iShares Short-Term National Muni Bond ETF | 10.8M | 0.6% | 101.1K | 106.30 | -0.6% |
| FCX FREEPORT-MCMORAN INC | 10.7M | 0.6% | 182.2K | 76.66 | +85.6% |
| TSLA Tesla, Inc. | 10.6M | 0.6% | 28.5K | 362.86 | +12.0% |
| LLY ELI LILLY & Co | 10.4M | 0.6% | 11.3K | 1,255.40 | +78.0% |
| JPM JPMORGAN CHASE & CO | 10.3M | 0.6% | 34.9K | 351.58 | +20.3% |
| JNJ JOHNSON & JOHNSON | 10.0M | 0.6% | 40.7K | 270.24 | +51.1% |
| XOM ExxonMobil Holdings Corp | 9.9M | 0.6% | 58.6K | 165.11 | +52.1% |
| CAT CATERPILLAR INC | 8.6M | 0.5% | 12.1K | 827.90 | +96.8% |
| V VISA INC. | 6.5M | 0.4% | 21.4K | 371.04 | +7.9% |
| EFA iShares MSCI EAFE ETF | 6.1M | 0.3% | 63.1K | 108.24 | +17.1% |
| BMY BRISTOL MYERS SQUIBB CO | 6.0M | 0.3% | 98.7K | 67.01 | +38.9% |
| ASML ASML HOLDING NV | 5.9M | 0.3% | 4.4K | 1,763.76 | +135.3% |
| COST COSTCO WHOLESALE CORP /NEW | 5.6M | 0.3% | 5.6K | 947.74 | -4.7% |
| VONE Vanguard Russell 1000 ETF | 5.3M | 0.3% | 18.1K | 347.10 | +19.8% |
| AMAT APPLIED MATERIALS INC /DE | 5.3M | 0.3% | 15.4K | 492.32 | +205.9% |
| CSCO CISCO SYSTEMS, INC. | 5.2M | 0.3% | 67.2K | 111.04 | +65.5% |
| MU MICRON TECHNOLOGY INC | 4.8M | 0.3% | 14.1K | 966.78 | +724.8% |
| VOO Vanguard S&P 500 ETF | 4.7M | 0.3% | 7.9K | 703.71 | +20.0% |
| ABBV AbbVie Inc. | 4.6M | 0.3% | 21.0K | 264.96 | +26.7% |
| LRCX LAM RESEARCH CORP | 4.5M | 0.3% | 21.2K | 314.00 | +216.7% |
| PG PROCTER & GAMBLE Co | 4.2M | 0.2% | 29.4K | 144.68 | -9.3% |
| IWF iShares Russell 1000 Growth Fund | 4.2M | 0.2% | 10.0K | 122.39 | +11.2% |
| RTX RTX Corp | 4.2M | 0.2% | 21.6K | 209.91 | +34.1% |
| BAC BANK OF AMERICA CORP /DE/ | 4.0M | 0.2% | 81.7K | 61.69 | +27.6% |
| MCK MCKESSON CORP | 4.0M | 0.2% | 4.6K | 858.90 | +22.2% |
| MA Mastercard Inc | 4.0M | 0.2% | 8.0K | 580.63 | -2.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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