Filed: 10/3/2025ACC: 0001172661-25-004156
📋 What this filing means
AARON WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 628 equity positions with a total reported market value of $1.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
628
Positions
$1.69B
Total AUM (reported)
16.58M
Total Shares
Allocation by class
COM$738.94M43.8%
0-3 MNTH TREASRY$166.12M9.8%
CORE MSCI EAFE$103.39M6.1%
VNG RUS1000GRW$80.90M4.8%
VNG RUS1000VAL$72.42M4.3%
CL A$58.84M3.5%
MORNSTAR UPSTR$39.15M2.3%
Portfolio Concentration
Top 3$391.65M23.2%
4–10$377.66M22.4%
11–25$248.37M14.7%
Rest$670.04M39.7%
Top 3 weight
23.2%
Top 10 weight
45.6%
Voting Authority Distribution
Total shares with voting rights: 16.58M
Sole
Full voting authority
16.58M
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)
Sole628
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings628
Rows:
ISHARES TR
SOLEShares1.65M
TypeSH
Market value$166.12M
9.84%
Sole
1.65M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares654.62K
TypeSH
Market value$122.14M
7.24%
Sole
654.62K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.18M
TypeSH
Market value$103.39M
6.13%
Sole
1.18M
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares671.40K
TypeSH
Market value$80.90M
4.79%
Sole
671.40K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares810.32K
TypeSH
Market value$72.42M
4.29%
Sole
810.32K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares99.62K
TypeSH
Market value$51.60M
3.06%
Sole
99.62K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares181.34K
TypeSH
Market value$51.17M
3.03%
Sole
181.34K
Shared
0.00
None
0.00
APPLE INC
SOLEShares186.95K
TypeSH
Market value$47.60M
2.82%
Sole
186.95K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares894.26K
TypeSH
Market value$39.15M
2.32%
Sole
894.26K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares528.13K
TypeSH
Market value$34.81M
2.06%
Sole
528.13K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares136.68K
TypeSH
Market value$28.53M
1.69%
Sole
136.68K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares85.29K
TypeSH
Market value$25.38M
1.50%
Sole
85.29K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares103.92K
TypeSH
Market value$22.82M
1.35%
Sole
103.92K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares369.60K
TypeSH
Market value$18.77M
1.11%
Sole
369.60K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares350.13K
TypeSH
Market value$17.43M
1.03%
Sole
350.13K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares23.39K
TypeSH
Market value$17.17M
1.02%
Sole
23.39K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares24.01K
TypeSH
Market value$15.99M
0.95%
Sole
24.01K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares64.76K
TypeSH
Market value$15.74M
0.93%
Sole
64.76K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares43.06K
TypeSH
Market value$14.20M
0.84%
Sole
43.06K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares27.63K
TypeSH
Market value$13.89M
0.82%
Sole
27.63K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares53.49K
TypeSH
Market value$13.03M
0.77%
Sole
53.49K
Shared
0.00
None
0.00
TESLA INC
SOLEShares28.77K
TypeSH
Market value$12.79M
0.76%
Sole
28.77K
Shared
0.00
None
0.00
FREEPORT-MCMORAN INC
SOLEShares300.35K
TypeSH
Market value$11.78M
0.70%
Sole
300.35K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares33.56K
TypeSH
Market value$10.59M
0.63%
Sole
33.56K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares189.30K
TypeSH
Market value$10.24M
0.61%
Sole
189.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 0-3 MNTH TREASRY | 1.65M | SH | $166.12M 9.84% | 1.65M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 654.62K | SH | $122.14M 7.24% | 654.62K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 1.18M | SH | $103.39M 6.13% | 1.18M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 671.40K | SH | $80.90M 4.79% | 671.40K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 810.32K | SH | $72.42M 4.29% | 810.32K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 99.62K | SH | $51.60M 3.06% | 99.62K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 181.34K | SH | $51.17M 3.03% | 181.34K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 186.95K | SH | $47.60M 2.82% | 186.95K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 894.26K | SH | $39.15M 2.32% | 894.26K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 528.13K | SH | $34.81M 2.06% | 528.13K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 136.68K | SH | $28.53M 1.69% | 136.68K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 85.29K | SH | $25.38M 1.50% | 85.29K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 103.92K | SH | $22.82M 1.35% | 103.92K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 369.60K | SH | $18.77M 1.11% | 369.60K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 350.13K | SH | $17.43M 1.03% | 350.13K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 23.39K | SH | $17.17M 1.02% | 23.39K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 24.01K | SH | $15.99M 0.95% | 24.01K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 64.76K | SH | $15.74M 0.93% | 64.76K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 43.06K | SH | $14.20M 0.84% | 43.06K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 27.63K | SH | $13.89M 0.82% | 27.63K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 53.49K | SH | $13.03M 0.77% | 53.49K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 28.77K | SH | $12.79M 0.76% | 28.77K | 0.00 | 0.00 |
FREEPORT-MCMORAN INCSOLE | CL B | 300.35K | SH | $11.78M 0.70% | 300.35K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 33.56K | SH | $10.59M 0.63% | 33.56K | 0.00 | 0.00 |
PROSHARES TRSOLE | DJ BRKFLD GLB | 189.30K | SH | $10.24M 0.61% | 189.30K | 0.00 | 0.00 |
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