Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aaron Wealth Advisors LLC (CIK 1812198) reported $1.76B across 686 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($139.1M, 7.90%), NVDA ($115.0M, 6.53%), VONV ($101.9M, 5.78%), VONG ($94.7M, 5.37%), SGOV ($65.2M, 3.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $139.1M | 7.90% | 1.5M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $115.0M | 6.53% | 659,145 | Trimmed |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | $101.9M | 5.78% | 1.1M | Added |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | $94.7M | 5.37% | 863,072 | Added |
| 5 | SGOV | ISHARES TR | $65.2M | 3.70% | 647,381 | Trimmed |
| 6 | AMGN | AMGEN INC | $61.5M | 3.49% | 174,735 | Added |
| 7 | GUNR | FLEXSHARES TR | $58.9M | 3.34% | 1.1M | Added |
| 8 | AAPL | APPLE INC | $51.0M | 2.90% | 201,114 | Trimmed |
| 9 | IEMG | ISHARES INC | $44.8M | 2.54% | 642,173 | Added |
| 10 | MBX | MBX BIOSCIENCES INC | $34.9M | 1.98% | 1.2M | Added |
| 11 | MSFT | MICROSOFT CORP | $34.5M | 1.96% | 93,286 | Trimmed |
| 12 | VBR | VANGUARD INDEX FDS | $32.8M | 1.86% | 150,977 | Added |
| 13 | LMBS | FIRST TR EXCHANGE-TRADED FD | $30.4M | 1.73% | 610,228 | Added |
| 14 | VBK | VANGUARD INDEX FDS | $29.4M | 1.67% | 97,146 | Added |
| 15 | GOOGL | ALPHABET INC | $22.3M | 1.26% | 77,406 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $21.8M | 1.24% | 104,868 | Trimmed |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $17.4M | 0.99% | 51,599 | Added |
| 18 | GOOG | ALPHABET INC | $16.3M | 0.93% | 56,880 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $15.5M | 0.88% | 23,865 | Trimmed |
| 20 | AVGO | BROADCOM INC | $13.6M | 0.77% | 44,094 | Trimmed |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.7M | 0.72% | 26,430 | Trimmed |
| 22 | TOLZ | PROSHARES TR | $12.4M | 0.70% | 206,343 | Added |
| 23 | WMT | WALMART INC | $11.8M | 0.67% | 94,896 | Trimmed |
| 24 | META | META PLATFORMS INC | $11.5M | 0.65% | 20,019 | Trimmed |
| 25 | SUB | ISHARES TR | $10.8M | 0.61% | 101,053 | Added |
Source: SEC Form 13F filings · as of 2026-03-31