DOSSIER · 13F-HR · Q1 2026
Aaron Wealth Advisors LLC
Aaron Wealth's family office based in Omaha, NE — $1.8B in tracked AUM across 691 positions as of Q1 2026.
AW
Aaron Wealth·Omaha, NE·Family Office
CIK 0001812198 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Aaron Wealth Advisors LLC reported a substantial expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 109.4%, growing from approximately $874 million to $1.83 billion. This near-doubling of assets suggests significant net capital inflows or strong market performance on existing positions during the quarter. The portfolio is highly diversified, consisting of 675 total holdings.
The investment str...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…