Filed: 7/9/2025ACC: 0001172661-25-002506
📋 What this filing means
AARON WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 489 equity positions with a total reported market value of $978.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
489
Positions
$978.94M
Total AUM (reported)
10.78M
Total Shares
Allocation by class
COM$367.21M37.5%
CORE MSCI EAFE$84.74M8.7%
VNG RUS1000GRW$66.81M6.8%
VNG RUS1000VAL$62.33M6.4%
CL A$32.94M3.4%
CORE MSCI EMKT$31.90M3.3%
MORNSTAR UPSTR$24.03M2.5%
Portfolio Concentration
Top 3$213.87M21.8%
4–10$206.26M21.1%
11–25$171.21M17.5%
Rest$387.59M39.6%
Top 3 weight
21.8%
Top 10 weight
42.9%
Voting Authority Distribution
Total shares with voting rights: 10.78M
Sole
Full voting authority
10.78M
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)
Sole489
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings489
Rows:
ISHARES TR
SOLEShares1.02M
TypeSH
Market value$84.74M
8.66%
Sole
1.02M
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares611.79K
TypeSH
Market value$66.81M
6.82%
Sole
611.79K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares731.43K
TypeSH
Market value$62.33M
6.37%
Sole
731.43K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares185.89K
TypeSH
Market value$51.90M
5.30%
Sole
185.89K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares65.69K
TypeSH
Market value$32.67M
3.34%
Sole
65.69K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares531.47K
TypeSH
Market value$31.90M
3.26%
Sole
531.47K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares599.09K
TypeSH
Market value$24.03M
2.45%
Sole
599.09K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares150.02K
TypeSH
Market value$23.70M
2.42%
Sole
150.02K
Shared
0.00
None
0.00
APPLE INC
SOLEShares113.15K
TypeSH
Market value$23.22M
2.37%
Sole
113.15K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares96.58K
TypeSH
Market value$18.83M
1.92%
Sole
96.58K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares352.89K
TypeSH
Market value$17.91M
1.83%
Sole
352.89K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares357.19K
TypeSH
Market value$17.59M
1.80%
Sole
357.19K
Shared
0.00
None
0.00
FREEPORT-MCMORAN INC
SOLEShares391.86K
TypeSH
Market value$16.99M
1.74%
Sole
391.86K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares57.80K
TypeSH
Market value$16.01M
1.64%
Sole
57.80K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares24.73K
TypeSH
Market value$15.28M
1.56%
Sole
24.73K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares57.77K
TypeSH
Market value$12.67M
1.29%
Sole
57.77K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares13.25K
TypeSH
Market value$9.78M
1.00%
Sole
13.25K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.65K
TypeSH
Market value$9.55M
0.98%
Sole
19.65K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares88.57K
TypeSH
Market value$9.42M
0.96%
Sole
88.57K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares21.19K
TypeSH
Market value$9.00M
0.92%
Sole
21.19K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares159.22K
TypeSH
Market value$8.57M
0.88%
Sole
159.22K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares28.10K
TypeSH
Market value$7.89M
0.81%
Sole
28.10K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares25.61K
TypeSH
Market value$7.06M
0.72%
Sole
25.61K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares39.13K
TypeSH
Market value$6.90M
0.70%
Sole
39.13K
Shared
0.00
None
0.00
WALMART INC
SOLEShares67.48K
TypeSH
Market value$6.60M
0.67%
Sole
67.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EAFE | 1.02M | SH | $84.74M 8.66% | 1.02M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 611.79K | SH | $66.81M 6.82% | 611.79K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 731.43K | SH | $62.33M 6.37% | 731.43K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 185.89K | SH | $51.90M 5.30% | 185.89K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 65.69K | SH | $32.67M 3.34% | 65.69K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 531.47K | SH | $31.90M 3.26% | 531.47K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 599.09K | SH | $24.03M 2.45% | 599.09K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 150.02K | SH | $23.70M 2.42% | 150.02K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 113.15K | SH | $23.22M 2.37% | 113.15K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 96.58K | SH | $18.83M 1.92% | 96.58K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 352.89K | SH | $17.91M 1.83% | 352.89K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 357.19K | SH | $17.59M 1.80% | 357.19K | 0.00 | 0.00 |
FREEPORT-MCMORAN INCSOLE | CL B | 391.86K | SH | $16.99M 1.74% | 391.86K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 57.80K | SH | $16.01M 1.64% | 57.80K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 24.73K | SH | $15.28M 1.56% | 24.73K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 57.77K | SH | $12.67M 1.29% | 57.77K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 13.25K | SH | $9.78M 1.00% | 13.25K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.65K | SH | $9.55M 0.98% | 19.65K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 88.57K | SH | $9.42M 0.96% | 88.57K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 21.19K | SH | $9.00M 0.92% | 21.19K | 0.00 | 0.00 |
PROSHARES TRSOLE | DJ BRKFLD GLB | 159.22K | SH | $8.57M 0.88% | 159.22K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 28.10K | SH | $7.89M 0.81% | 28.10K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 25.61K | SH | $7.06M 0.72% | 25.61K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 39.13K | SH | $6.90M 0.70% | 39.13K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 67.48K | SH | $6.60M 0.67% | 67.48K | 0.00 | 0.00 |
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