Aaron Wealth Advisors LLC Portfolio Holdings
Aaron Wealth Advisors LLC
- $1.76 Billion
- Q4 2025
Aaron Wealth Advisors LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.76 Billion distributed in 675 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $116M, Ishares Tr with a value of $115M, Nvidia Corp with a value of $98.2M, Vanguard Russell 1000 Growth E with a value of $87.4M, and Vanguard Russell 1000 Value Et with a value of $78.8M.
Examining the 13F form we can see an increase of $108M in the current position value, from $1.66B to 1.76B.
Below you can find more details about Aaron Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.76 Billion
ETFs: $653 Million
Technology: $403 Million
Healthcare: $163 Million
Financial Services: $137 Million
Consumer Cyclical: $109 Million
Industrials: $84.1 Million
Communication Services: $81.2 Million
Consumer Defensive: $50.9 Million
Other: $82.7 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 675
- Current Value $1.76 Billion
- Prior Value $1.66 Billion
- Filing
- Period Q4 2025
- Filing Date January 21, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 99 stocks
- Additional Purchases 397 stocks
- Sold out of 0 stocks
- Reduced holdings in 152 stocks