Filed: 7/16/2026ACC: 0001172661-26-002640
📋 What this filing means
AARON WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 688 equity positions with a total reported market value of $1.97B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
688
Positions
$1.97B
Total AUM (reported)
18.65M
Total Shares
Allocation by class
COM$912.46M46.3%
CORE MSCI EAFE$155.58M7.9%
VNG RUS1000VAL$103.79M5.3%
VNG RUS1000GRW$101.98M5.2%
CORE MSCI EMKT$60.75M3.1%
MORNSTAR UPSTR$55.45M2.8%
CL A$47.52M2.4%
Portfolio Concentration
Top 3$391.99M19.9%
4–10$440.37M22.4%
11–25$325.40M16.5%
Rest$810.96M41.2%
Top 3 weight
19.9%
Top 10 weight
42.3%
Voting Authority Distribution
Total shares with voting rights: 18.65M
Sole
Full voting authority
18.65M
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)
Sole688
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings688
Rows:
ISHARES TR
SOLEShares1.61M
TypeSH
Market value$155.58M
7.90%
Sole
1.61M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares662.77K
TypeSH
Market value$132.61M
6.74%
Sole
662.77K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares976.29K
TypeSH
Market value$103.79M
5.27%
Sole
976.29K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares797.92K
TypeSH
Market value$101.98M
5.18%
Sole
797.92K
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares1.17M
TypeSH
Market value$64.46M
3.27%
Sole
1.17M
Shared
0.00
None
0.00
AMGEN INC
SOLEShares173.85K
TypeSH
Market value$62.95M
3.20%
Sole
173.85K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares733.40K
TypeSH
Market value$60.75M
3.09%
Sole
733.40K
Shared
0.00
None
0.00
APPLE INC
SOLEShares204.48K
TypeSH
Market value$59.17M
3.01%
Sole
204.48K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares1.13M
TypeSH
Market value$55.45M
2.82%
Sole
1.13M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares95.43K
TypeSH
Market value$35.60M
1.81%
Sole
95.43K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares96.96K
TypeSH
Market value$35.46M
1.80%
Sole
96.96K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares142.09K
TypeSH
Market value$34.53M
1.75%
Sole
142.09K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares619.99K
TypeSH
Market value$30.86M
1.57%
Sole
619.99K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares80.06K
TypeSH
Market value$28.61M
1.45%
Sole
80.06K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares59.88K
TypeSH
Market value$28.60M
1.45%
Sole
59.88K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares114.13K
TypeSH
Market value$27.20M
1.38%
Sole
114.13K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares31.15K
TypeSH
Market value$23.26M
1.18%
Sole
31.15K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares55.43K
TypeSH
Market value$19.58M
0.99%
Sole
55.43K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares46.47K
TypeSH
Market value$17.55M
0.89%
Sole
46.47K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares13.98K
TypeSH
Market value$16.14M
0.82%
Sole
13.98K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares11.53K
TypeSH
Market value$13.83M
0.70%
Sole
11.53K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares213.38K
TypeSH
Market value$12.65M
0.64%
Sole
213.38K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares11.79K
TypeSH
Market value$12.56M
0.64%
Sole
11.79K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares24.98K
TypeSH
Market value$12.50M
0.64%
Sole
24.98K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares21.43K
TypeSH
Market value$12.07M
0.61%
Sole
21.43K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EAFE | 1.61M | SH | $155.58M 7.90% | 1.61M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 662.77K | SH | $132.61M 6.74% | 662.77K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 976.29K | SH | $103.79M 5.27% | 976.29K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 797.92K | SH | $101.98M 5.18% | 797.92K | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 1.17M | SH | $64.46M 3.27% | 1.17M | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 173.85K | SH | $62.95M 3.20% | 173.85K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 733.40K | SH | $60.75M 3.09% | 733.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 204.48K | SH | $59.17M 3.01% | 204.48K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 1.13M | SH | $55.45M 2.82% | 1.13M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 95.43K | SH | $35.60M 1.81% | 95.43K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 96.96K | SH | $35.46M 1.80% | 96.96K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 142.09K | SH | $34.53M 1.75% | 142.09K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 619.99K | SH | $30.86M 1.57% | 619.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 80.06K | SH | $28.61M 1.45% | 80.06K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 59.88K | SH | $28.60M 1.45% | 59.88K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 114.13K | SH | $27.20M 1.38% | 114.13K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 31.15K | SH | $23.26M 1.18% | 31.15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 55.43K | SH | $19.58M 0.99% | 55.43K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 46.47K | SH | $17.55M 0.89% | 46.47K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 13.98K | SH | $16.14M 0.82% | 13.98K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 11.53K | SH | $13.83M 0.70% | 11.53K | 0.00 | 0.00 |
PROSHARES TRSOLE | DJ BRKFLD GLB | 213.38K | SH | $12.65M 0.64% | 213.38K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 11.79K | SH | $12.56M 0.64% | 11.79K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 24.98K | SH | $12.50M 0.64% | 24.98K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 21.43K | SH | $12.07M 0.61% | 21.43K | 0.00 | 0.00 |
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