Filed: 10/13/2026ACC: 0001172661-26-004505
📋 What this filing means
AARON WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 687 equity positions with a total reported market value of $2.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
687
Positions
$2.04B
Total AUM (reported)
18.81M
Total Shares
Allocation by class
COM$931.61M45.6%
CORE MSCI EAFE$165.47M8.1%
VNG RUS1000VAL$100.78M4.9%
VNG RUS1000GRW$100.04M4.9%
CL A$76.93M3.8%
CORE MSCI EMKT$63.27M3.1%
NRTRN TR MRN GBL$60.29M3.0%
Portfolio Concentration
Top 3$418.17M20.5%
4–10$481.45M23.6%
11–25$342.59M16.8%
Rest$801.14M39.2%
Top 3 weight
20.5%
Top 10 weight
44.0%
Voting Authority Distribution
Total shares with voting rights: 18.81M
Sole
Full voting authority
18.81M
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)
Sole687
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings687
Rows:
ISHARES TR
SOLEShares1.71M
TypeSH
Market value$165.47M
8.10%
Sole
1.71M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares665.20K
TypeSH
Market value$151.92M
7.43%
Sole
665.20K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares927.12K
TypeSH
Market value$100.78M
4.93%
Sole
927.12K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares775.95K
TypeSH
Market value$100.04M
4.90%
Sole
775.95K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares168.41K
TypeSH
Market value$70.99M
3.47%
Sole
168.41K
Shared
0.00
None
0.00
APPLE INC
SOLEShares210.60K
TypeSH
Market value$70.14M
3.43%
Sole
210.60K
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares1.18M
TypeSH
Market value$68.92M
3.37%
Sole
1.18M
Shared
0.00
None
0.00
ISHARES INC
SOLEShares779.53K
TypeSH
Market value$63.27M
3.10%
Sole
779.53K
Shared
0.00
None
0.00
FLEXSHARES TR
SOLEShares1.14M
TypeSH
Market value$60.29M
2.95%
Sole
1.14M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares93.22K
TypeSH
Market value$47.81M
2.34%
Sole
93.22K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares146.06K
TypeSH
Market value$33.75M
1.65%
Sole
146.06K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares99.25K
TypeSH
Market value$33.53M
1.64%
Sole
99.25K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares123.41K
TypeSH
Market value$30.75M
1.50%
Sole
123.41K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares626.83K
TypeSH
Market value$30.38M
1.49%
Sole
626.83K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares66.11K
TypeSH
Market value$30.16M
1.48%
Sole
66.11K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares79.02K
TypeSH
Market value$27.19M
1.33%
Sole
79.02K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares32.00
TypeSH
Market value$23.90M
1.17%
Sole
32.00
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares31.13K
TypeSH
Market value$23.74M
1.16%
Sole
31.13K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares64.23K
TypeSH
Market value$21.89M
1.07%
Sole
64.23K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares48.30K
TypeSH
Market value$16.96M
0.83%
Sole
48.30K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares14.68K
TypeSH
Market value$15.63M
0.76%
Sole
14.68K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares20.30K
TypeSH
Market value$14.72M
0.72%
Sole
20.30K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares12.03K
TypeSH
Market value$13.92M
0.68%
Sole
12.03K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares27.69K
TypeSH
Market value$13.79M
0.67%
Sole
27.69K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares225.65K
TypeSH
Market value$12.29M
0.60%
Sole
225.65K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EAFE | 1.71M | SH | $165.47M 8.10% | 1.71M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 665.20K | SH | $151.92M 7.43% | 665.20K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 927.12K | SH | $100.78M 4.93% | 927.12K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 775.95K | SH | $100.04M 4.90% | 775.95K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 168.41K | SH | $70.99M 3.47% | 168.41K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 210.60K | SH | $70.14M 3.43% | 210.60K | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 1.18M | SH | $68.92M 3.37% | 1.18M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 779.53K | SH | $63.27M 3.10% | 779.53K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | NRTRN TR MRN GBL | 1.14M | SH | $60.29M 2.95% | 1.14M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 93.22K | SH | $47.81M 2.34% | 93.22K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR SML CP V | 146.06K | SH | $33.75M 1.65% | 146.06K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR SM CP GR | 99.25K | SH | $33.53M 1.64% | 99.25K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 123.41K | SH | $30.75M 1.50% | 123.41K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 626.83K | SH | $30.38M 1.49% | 626.83K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 66.11K | SH | $30.16M 1.48% | 66.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 79.02K | SH | $27.19M 1.33% | 79.02K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 32.00 | SH | $23.90M 1.17% | 32.00 | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 31.13K | SH | $23.74M 1.16% | 31.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 64.23K | SH | $21.89M 1.07% | 64.23K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 48.30K | SH | $16.96M 0.83% | 48.30K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 14.68K | SH | $15.63M 0.76% | 14.68K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 20.30K | SH | $14.72M 0.72% | 20.30K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 12.03K | SH | $13.92M 0.68% | 12.03K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 27.69K | SH | $13.79M 0.67% | 27.69K | 0.00 | 0.00 |
PROSHARES TRSOLE | DJ BRKFLD GLB | 225.65K | SH | $12.29M 0.60% | 225.65K | 0.00 | 0.00 |
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