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 $1.97B across 688 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IEFA ($155.6M, 7.90%), NVDA ($132.6M, 6.74%), VONV ($103.8M, 5.27%), VONG ($102.0M, 5.18%), MBX ($64.5M, 3.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $155.6M | 7.90% | 1.6M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $132.6M | 6.74% | 662,775 | Added |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | $103.8M | 5.27% | 976,287 | Trimmed |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | $102.0M | 5.18% | 797,921 | Trimmed |
| 5 | MBX | MBX BIOSCIENCES INC | $64.5M | 3.27% | 1.2M | Trimmed |
| 6 | AMGN | AMGEN INC | $63.0M | 3.20% | 173,851 | Trimmed |
| 7 | IEMG | ISHARES INC | $60.8M | 3.09% | 733,400 | Added |
| 8 | AAPL | APPLE INC | $59.2M | 3.01% | 204,480 | Added |
| 9 | GUNR | FLEXSHARES TR | $55.5M | 2.82% | 1.1M | Added |
| 10 | MSFT | MICROSOFT CORP | $35.6M | 1.81% | 95,430 | Added |
| 11 | VBK | VANGUARD INDEX FDS | $35.5M | 1.80% | 96,959 | Trimmed |
| 12 | VBR | VANGUARD INDEX FDS | $34.5M | 1.75% | 142,094 | Trimmed |
| 13 | LMBS | FIRST TR EXCHANGE-TRADED FD | $30.9M | 1.57% | 619,993 | Added |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.6M | 1.45% | 59,883 | Added |
| 15 | GOOGL | ALPHABET INC | $28.6M | 1.45% | 80,055 | Added |
| 16 | AMZN | AMAZON COM INC | $27.2M | 1.38% | 114,132 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $23.3M | 1.18% | 31,147 | Added |
| 18 | GOOG | ALPHABET INC | $19.6M | 0.99% | 55,428 | Trimmed |
| 19 | AVGO | BROADCOM INC | $17.6M | 0.89% | 46,469 | Added |
| 20 | MU | MICRON TECHNOLOGY INC | $16.1M | 0.82% | 13,980 | Trimmed |
| 21 | LLY | ELI LILLY & CO | $13.8M | 0.70% | 11,530 | Added |
| 22 | TOLZ | PROSHARES TR | $12.6M | 0.64% | 213,382 | Added |
| 23 | CAT | CATERPILLAR INC | $12.6M | 0.64% | 11,790 | Trimmed |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.5M | 0.64% | 24,984 | Trimmed |
| 25 | META | META PLATFORMS INC | $12.1M | 0.61% | 21,425 | Added |
Source: SEC Form 13F filings · as of 2026-06-30