13F Insight
DOSSIER · 13F-HR · Q2 2026

Aaron Wealth Advisors LLC

$2.0B in tracked AUM across 688 positions as of Q2 2026.

AW
CIK 0001812198 · last filed Jun 30, 2026
Total AUM
$2.0B
as of Q2 2026
Holdings
688
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 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...

Key Holdings

The portfolio is currently anchored by NVIDIA (NVDA), which stands as the largest individual holding at $130.74 million, representing 7.15% of the portfolio. This significant weighting underscores a strong conviction in the semiconductor and artificial intelligence space. Following NVDA, the next largest positions are major ETF providers: iShares Trust and IEFA (iShares Core MSCI EAFE), which account for 6.55% and 6.34% of the portfolio, respectively. These positions provide core exposure to international and broad equity markets.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IEFA
ISHARES TR
$156M1.6M7.9%02
NVDA
NVIDIA CORPORATION
$133M663K6.7%03
VONV
VANGUARD SCOTTSDALE FDS
$104M976K5.3%04
VONG
VANGUARD SCOTTSDALE FDS
$102M798K5.2%05
MBX
MBX BIOSCIENCES INC
$64M1.2M3.3%06
AMGN
AMGEN INC
$63M174K3.2%07
IEMG
ISHARES INC
$61M733K3.1%08
AAPL
APPLE INC
$59M204K3.0%09
GUNR
FLEXSHARES TR
$55M1.1M2.8%10
MSFT
MICROSOFT CORP
$36M95K1.8%

Filing history

2026Q2Jun 30
$2.0B▲ 11.8%
688 positionsView →2026Q1Mar 31
$1.8B▼ 3.7%
691 positionsView →2025Q4Dec 31
$1.8B▲ 8.4%
675 positionsView →2025Q3Sep 30
$1.7B▲ 72.4%
629 positionsView →2025Q2Jun 30
$979M▲ 12.2%
489 positionsLocked2025Q1Mar 31
$872M▲ 1.3%
450 positionsLocked2024Q4Dec 31
$861M▲ 2.6%
449 positionsLocked2024Q3Sep 30
$840M▲ 16.5%
427 positionsLocked2024Q2Jun 30
$720M▲ 3.3%
326 positionsLocked2024Q1Mar 31
$698M▲ 15.7%
309 positionsLocked2023Q4Dec 31
$603M▼ 22.2%
256 positionsLocked2023Q3Sep 30
$775M▲ 0.8%
258 positionsLocked
Showing 12 of 23