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Latest Aaron Wealth Advisors Stock Portfolio

Aaron Wealth Advisors Performance:
2025 Q4: 1.2%YTD: 13.17%2024: 10.25%
Performance for 2025 Q4 is 1.2%, and YTD is 13.17%, and 2024 is 10.25%.

About Aaron Wealth Advisors and 13F Hedge Fund Stock Holdings

Aaron Wealth Advisors LLC is a hedge fund based in CHICAGO, IL. On 22-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.6 Billions. In it's latest 13F Holdings report, Aaron Wealth Advisors LLC reported an equity portfolio of $1.8 Billions as of 31 Dec, 2025.

The top stock holdings of Aaron Wealth Advisors LLC are DMXF, IBCE, NVDA. The fund has invested 6.3% of it's portfolio in ISHARES TR and 6.3% of portfolio in ISHARES TR.

The fund managers got completely rid off TORO CO (TTC), UNILEVER PLC and MIDDLEBY CORP (MIDD) stocks. They significantly reduced their stock positions in JANUS DETROIT STR TR (JAAA), AUTONATION INC (AN) and BANK OZK LITTLE ROCK ARK. Aaron Wealth Advisors LLC opened new stock positions in UNILEVER PLC, MOLSON COORS BEVERAGE CO (TAP) and MACYS INC (M). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), DANAHER CORPORATION (DHR) and ROCKWELL AUTOMATION INC (ROK).

Aaron Wealth Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that Aaron Wealth Advisors LLC made a return of 1.2% in the last quarter. In trailing 12 months, it's portfolio return was 13.17%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
unilever plc1,303,880
molson coors beverage co959,181
macys inc921,403
johnson ctls intl plc871,660
paycom software inc775,650
cognizant technology solutio772,647
axalta coating sys ltd664,391
schneider national inc662,189
New stocks bought by Aaron Wealth Advisors

Additions

Ticker% Inc.
netflix inc637
danaher corporation331
rockwell automation inc293
rpm intl inc259
fiserv inc246
clean harbors inc216
zillow group inc196
servicenow inc193
Additions to existing portfolio by Aaron Wealth Advisors

Reductions

Ticker% Reduced
janus detroit str tr-97.69
boeing co-72.62
skyworks solutions inc-68.97
masco corp-65.03
garmin ltd-60.06
cintas corp-58.36
zions bancorporation n a-54.11
resmed inc-53.28
Aaron Wealth Advisors reduced stake in above stock

Sold off

None of the stocks were completely sold off by Aaron Wealth Advisors

Sector Distribution

Aaron Wealth Advisors LLC has about 43.4% of it's holdings in Others sector.

Sector%
Others43.4
Technology19.5
Healthcare8.5
Consumer Cyclical6.1
Financial Services5.8
Industrials4.7
Communication Services4.7
Consumer Defensive2.8
Basic Materials1.6
Energy1.2

Market Cap. Distribution

Aaron Wealth Advisors LLC has about 52.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED43.5
MEGA-CAP26.6
LARGE-CAP26.1
MID-CAP3.6

Stocks belong to which Index?

About 49.7% of the stocks held by Aaron Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others49.9
S&P 50049.7
Top 5 Winners (%)%
RNA
avidity biosciences inc
65.4 %
mbx biosciences inc
61.7 %
MU
micron technology inc
57.4 %
JBHT
hunt j b trans svcs inc
42.2 %
ASX
ase technology hldg co ltd
41.9 %
Top 5 Winners ($)$
AMGN
amgen inc
7.8 M
GOOG
alphabet inc
5.2 M
GOOG
alphabet inc
4.1 M
AAPL
apple inc
3.6 M
LLY
eli lilly & co
3.5 M
Top 5 Losers (%)%
NFLX
netflix inc
-87.0 %
NOW
servicenow inc
-77.0 %
MSTR
strategy inc
-50.3 %
DD
dupont de nemours inc
-44.5 %
XLB
select sector spdr tr
-42.8 %
Top 5 Losers ($)$
NFLX
netflix inc
-24.5 M
NOW
servicenow inc
-3.9 M
MSFT
microsoft corp
-3.5 M
META
meta platforms inc
-1.9 M
ORCL
oracle corp
-1.8 M

Aaron Wealth Advisors Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Aaron Wealth Advisors

Aaron Wealth Advisors LLC has 672 stocks in it's portfolio. About 40.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AMGN was the most profitable stock for Aaron Wealth Advisors LLC last quarter.

Last Reported on: 21 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions