Filed: 4/28/2025ACC: 0001172661-25-001544
📋 What this filing means
AARON WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 450 equity positions with a total reported market value of $872.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
450
Positions
$872.40M
Total AUM (reported)
10.31M
Total Shares
Allocation by class
COM$331.55M38.0%
CORE MSCI EAFE$80.93M9.3%
VNG RUS1000VAL$59.46M6.8%
VNG RUS1000GRW$54.25M6.2%
CORE MSCI EMKT$30.41M3.5%
CL A$25.43M2.9%
MORNSTAR UPSTR$22.59M2.6%
Portfolio Concentration
Top 3$198.40M22.7%
4–10$189.71M21.7%
11–25$142.55M16.3%
Rest$341.74M39.2%
Top 3 weight
22.7%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 10.31M
Sole
Full voting authority
10.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole450
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings450
Rows:
ISHARES TR
SOLEShares1.07M
TypeSH
Market value$80.93M
9.28%
Sole
1.07M
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares720.43K
TypeSH
Market value$59.46M
6.82%
Sole
720.43K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares186.18K
TypeSH
Market value$58.00M
6.65%
Sole
186.18K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares584.67K
TypeSH
Market value$54.25M
6.22%
Sole
584.67K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares563.40K
TypeSH
Market value$30.41M
3.49%
Sole
563.40K
Shared
0.00
None
0.00
APPLE INC
SOLEShares106.31K
TypeSH
Market value$23.61M
2.71%
Sole
106.31K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares60.92K
TypeSH
Market value$22.87M
2.62%
Sole
60.92K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares582.10K
TypeSH
Market value$22.59M
2.59%
Sole
582.10K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares100.11K
TypeSH
Market value$18.65M
2.14%
Sole
100.11K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares352.42K
TypeSH
Market value$17.32M
1.99%
Sole
352.42K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares140.01K
TypeSH
Market value$15.17M
1.74%
Sole
140.01K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares58.10K
TypeSH
Market value$14.63M
1.68%
Sole
58.10K
Shared
0.00
None
0.00
FREEPORT-MCMORAN INC
SOLEShares382.08K
TypeSH
Market value$14.47M
1.66%
Sole
382.08K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares24.82K
TypeSH
Market value$13.88M
1.59%
Sole
24.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares98.63K
TypeSH
Market value$10.42M
1.19%
Sole
98.63K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares53.84K
TypeSH
Market value$10.24M
1.17%
Sole
53.84K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.15K
TypeSH
Market value$10.20M
1.17%
Sole
19.15K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares159.55K
TypeSH
Market value$8.40M
0.96%
Sole
159.55K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares21.19K
TypeSH
Market value$7.65M
0.88%
Sole
21.19K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares28.08K
TypeSH
Market value$7.13M
0.82%
Sole
28.08K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares12.33K
TypeSH
Market value$7.10M
0.81%
Sole
12.33K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares72.61K
TypeSH
Market value$5.93M
0.68%
Sole
72.61K
Shared
0.00
None
0.00
WALMART INC
SOLEShares66.24K
TypeSH
Market value$5.82M
0.67%
Sole
66.24K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares37.24K
TypeSH
Market value$5.76M
0.66%
Sole
37.24K
Shared
0.00
None
0.00
VISA INC
SOLEShares16.40K
TypeSH
Market value$5.75M
0.66%
Sole
16.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EAFE | 1.07M | SH | $80.93M 9.28% | 1.07M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 720.43K | SH | $59.46M 6.82% | 720.43K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 186.18K | SH | $58.00M 6.65% | 186.18K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 584.67K | SH | $54.25M 6.22% | 584.67K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 563.40K | SH | $30.41M 3.49% | 563.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 106.31K | SH | $23.61M 2.71% | 106.31K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 60.92K | SH | $22.87M 2.62% | 60.92K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 582.10K | SH | $22.59M 2.59% | 582.10K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 100.11K | SH | $18.65M 2.14% | 100.11K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 352.42K | SH | $17.32M 1.99% | 352.42K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 140.01K | SH | $15.17M 1.74% | 140.01K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 58.10K | SH | $14.63M 1.68% | 58.10K | 0.00 | 0.00 |
FREEPORT-MCMORAN INCSOLE | CL B | 382.08K | SH | $14.47M 1.66% | 382.08K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 24.82K | SH | $13.88M 1.59% | 24.82K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 98.63K | SH | $10.42M 1.19% | 98.63K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 53.84K | SH | $10.24M 1.17% | 53.84K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.15K | SH | $10.20M 1.17% | 19.15K | 0.00 | 0.00 |
PROSHARES TRSOLE | DJ BRKFLD GLB | 159.55K | SH | $8.40M 0.96% | 159.55K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 21.19K | SH | $7.65M 0.88% | 21.19K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 28.08K | SH | $7.13M 0.82% | 28.08K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 12.33K | SH | $7.10M 0.81% | 12.33K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 72.61K | SH | $5.93M 0.68% | 72.61K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 66.24K | SH | $5.82M 0.67% | 66.24K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 37.24K | SH | $5.76M 0.66% | 37.24K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 16.40K | SH | $5.75M 0.66% | 16.40K | 0.00 | 0.00 |
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