Filed: 4/21/2026ACC: 0001172661-26-001518
📋 What this filing means
AARON WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 690 equity positions with a total reported market value of $1.76B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
690
Positions
$1.76B
Total AUM (reported)
18.85M
Total Shares
Allocation by class
COM$773.24M43.9%
CORE MSCI EAFE$139.12M7.9%
VNG RUS1000VAL$101.89M5.8%
VNG RUS1000GRW$94.67M5.4%
0-3 MNTH TREASRY$65.17M3.7%
MORNSTAR UPSTR$58.86M3.3%
CORE MSCI EMKT$44.79M2.5%
Portfolio Concentration
Top 3$355.96M20.2%
4–10$410.88M23.3%
11–25$293.16M16.6%
Rest$701.39M39.8%
Top 3 weight
20.2%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 18.85M
Sole
Full voting authority
18.85M
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)
Sole690
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings690
Rows:
ISHARES TR
SOLEShares1.54M
TypeSH
Market value$139.12M
7.90%
Sole
1.54M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares659.14K
TypeSH
Market value$114.96M
6.53%
Sole
659.14K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares1.09M
TypeSH
Market value$101.89M
5.78%
Sole
1.09M
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares863.07K
TypeSH
Market value$94.67M
5.37%
Sole
863.07K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares647.38K
TypeSH
Market value$65.17M
3.70%
Sole
647.38K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares174.74K
TypeSH
Market value$61.48M
3.49%
Sole
174.74K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares1.07M
TypeSH
Market value$58.86M
3.34%
Sole
1.07M
Shared
0.00
None
0.00
APPLE INC
SOLEShares201.11K
TypeSH
Market value$51.04M
2.90%
Sole
201.11K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares642.17K
TypeSH
Market value$44.79M
2.54%
Sole
642.17K
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares1.17M
TypeSH
Market value$34.87M
1.98%
Sole
1.17M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares93.29K
TypeSH
Market value$34.53M
1.96%
Sole
93.29K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares150.98K
TypeSH
Market value$32.80M
1.86%
Sole
150.98K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares610.23K
TypeSH
Market value$30.40M
1.73%
Sole
610.23K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares97.15K
TypeSH
Market value$29.36M
1.67%
Sole
97.15K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares77.41K
TypeSH
Market value$22.26M
1.26%
Sole
77.41K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares104.87K
TypeSH
Market value$21.84M
1.24%
Sole
104.87K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares51.60K
TypeSH
Market value$17.44M
0.99%
Sole
51.60K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares56.88K
TypeSH
Market value$16.32M
0.93%
Sole
56.88K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares23.86K
TypeSH
Market value$15.52M
0.88%
Sole
23.86K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares44.09K
TypeSH
Market value$13.65M
0.77%
Sole
44.09K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares26.43K
TypeSH
Market value$12.67M
0.72%
Sole
26.43K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares206.34K
TypeSH
Market value$12.38M
0.70%
Sole
206.34K
Shared
0.00
None
0.00
WALMART INC
SOLEShares94.90K
TypeSH
Market value$11.79M
0.67%
Sole
94.90K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares20.02K
TypeSH
Market value$11.45M
0.65%
Sole
20.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares101.05K
TypeSH
Market value$10.76M
0.61%
Sole
101.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EAFE | 1.54M | SH | $139.12M 7.90% | 1.54M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 659.14K | SH | $114.96M 6.53% | 659.14K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 1.09M | SH | $101.89M 5.78% | 1.09M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 863.07K | SH | $94.67M 5.37% | 863.07K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 647.38K | SH | $65.17M 3.70% | 647.38K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 174.74K | SH | $61.48M 3.49% | 174.74K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 1.07M | SH | $58.86M 3.34% | 1.07M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 201.11K | SH | $51.04M 2.90% | 201.11K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 642.17K | SH | $44.79M 2.54% | 642.17K | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 1.17M | SH | $34.87M 1.98% | 1.17M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 93.29K | SH | $34.53M 1.96% | 93.29K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 150.98K | SH | $32.80M 1.86% | 150.98K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 610.23K | SH | $30.40M 1.73% | 610.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 97.15K | SH | $29.36M 1.67% | 97.15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 77.41K | SH | $22.26M 1.26% | 77.41K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 104.87K | SH | $21.84M 1.24% | 104.87K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 51.60K | SH | $17.44M 0.99% | 51.60K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 56.88K | SH | $16.32M 0.93% | 56.88K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 23.86K | SH | $15.52M 0.88% | 23.86K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 44.09K | SH | $13.65M 0.77% | 44.09K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 26.43K | SH | $12.67M 0.72% | 26.43K | 0.00 | 0.00 |
PROSHARES TRSOLE | DJ BRKFLD GLB | 206.34K | SH | $12.38M 0.70% | 206.34K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 94.90K | SH | $11.79M 0.67% | 94.90K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 20.02K | SH | $11.45M 0.65% | 20.02K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 101.05K | SH | $10.76M 0.61% | 101.05K | 0.00 | 0.00 |
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