Filed: 1/21/2026ACC: 0001172661-26-000232
📋 What this filing means
AARON WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 674 equity positions with a total reported market value of $1.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
674
Positions
$1.83B
Total AUM (reported)
17.32M
Total Shares
Allocation by class
COM$852.21M46.6%
0-3 MNTH TREASRY$116.25M6.4%
CORE MSCI EAFE$116.08M6.3%
VNG RUS1000GRW$87.82M4.8%
VNG RUS1000VAL$80.91M4.4%
CL A$63.22M3.5%
MORNSTAR UPSTR$43.19M2.4%
Portfolio Concentration
Top 3$363.08M19.8%
4–10$417.85M22.8%
11–25$289.90M15.8%
Rest$758.88M41.5%
Top 3 weight
19.8%
Top 10 weight
42.7%
Voting Authority Distribution
Total shares with voting rights: 17.32M
Sole
Full voting authority
17.32M
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)
Sole674
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings674
Rows:
NVIDIA CORPORATION
SOLEShares701.04K
TypeSH
Market value$130.74M
7.15%
Sole
701.04K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.16M
TypeSH
Market value$116.25M
6.35%
Sole
1.16M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.30M
TypeSH
Market value$116.08M
6.34%
Sole
1.30M
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares721.33K
TypeSH
Market value$87.82M
4.80%
Sole
721.33K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares876.55K
TypeSH
Market value$80.91M
4.42%
Sole
876.55K
Shared
0.00
None
0.00
APPLE INC
SOLEShares234.06K
TypeSH
Market value$63.63M
3.48%
Sole
234.06K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares165.84K
TypeSH
Market value$54.28M
2.97%
Sole
165.84K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares107.08K
TypeSH
Market value$51.78M
2.83%
Sole
107.08K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares942K
TypeSH
Market value$43.19M
2.36%
Sole
942K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares539.06K
TypeSH
Market value$36.24M
1.98%
Sole
539.06K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares129.91K
TypeSH
Market value$29.99M
1.64%
Sole
129.91K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares138.25K
TypeSH
Market value$29.28M
1.60%
Sole
138.25K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares84.64K
TypeSH
Market value$26.49M
1.45%
Sole
84.64K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares87.47K
TypeSH
Market value$26.43M
1.44%
Sole
87.47K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares458.34K
TypeSH
Market value$22.91M
1.25%
Sole
458.34K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares64.11K
TypeSH
Market value$20.12M
1.10%
Sole
64.11K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares28.11K
TypeSH
Market value$18.55M
1.01%
Sole
28.11K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares53.21K
TypeSH
Market value$18.42M
1.01%
Sole
53.21K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares23.92K
TypeSH
Market value$16.31M
0.89%
Sole
23.92K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares31.59K
TypeSH
Market value$15.88M
0.87%
Sole
31.59K
Shared
0.00
None
0.00
TESLA INC
SOLEShares34.53K
TypeSH
Market value$15.53M
0.85%
Sole
34.53K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares12.20K
TypeSH
Market value$13.11M
0.72%
Sole
12.20K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares40.22K
TypeSH
Market value$12.96M
0.71%
Sole
40.22K
Shared
0.00
None
0.00
FREEPORT-MCMORAN INC
SOLEShares238.09K
TypeSH
Market value$12.09M
0.66%
Sole
238.09K
Shared
0.00
None
0.00
WALMART INC
SOLEShares106.31K
TypeSH
Market value$11.84M
0.65%
Sole
106.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 701.04K | SH | $130.74M 7.15% | 701.04K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 1.16M | SH | $116.25M 6.35% | 1.16M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 1.30M | SH | $116.08M 6.34% | 1.30M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 721.33K | SH | $87.82M 4.80% | 721.33K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 876.55K | SH | $80.91M 4.42% | 876.55K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 234.06K | SH | $63.63M 3.48% | 234.06K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 165.84K | SH | $54.28M 2.97% | 165.84K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 107.08K | SH | $51.78M 2.83% | 107.08K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 942K | SH | $43.19M 2.36% | 942K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 539.06K | SH | $36.24M 1.98% | 539.06K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 129.91K | SH | $29.99M 1.64% | 129.91K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 138.25K | SH | $29.28M 1.60% | 138.25K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 84.64K | SH | $26.49M 1.45% | 84.64K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 87.47K | SH | $26.43M 1.44% | 87.47K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 458.34K | SH | $22.91M 1.25% | 458.34K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 64.11K | SH | $20.12M 1.10% | 64.11K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 28.11K | SH | $18.55M 1.01% | 28.11K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 53.21K | SH | $18.42M 1.01% | 53.21K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 23.92K | SH | $16.31M 0.89% | 23.92K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 31.59K | SH | $15.88M 0.87% | 31.59K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 34.53K | SH | $15.53M 0.85% | 34.53K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 12.20K | SH | $13.11M 0.72% | 12.20K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 40.22K | SH | $12.96M 0.71% | 40.22K | 0.00 | 0.00 |
FREEPORT-MCMORAN INCSOLE | CL B | 238.09K | SH | $12.09M 0.66% | 238.09K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 106.31K | SH | $11.84M 0.65% | 106.31K | 0.00 | 0.00 |
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