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Latest Aaron Wealth Advisors Stock Portfolio

$1.97Billion | No. of Holdings #686

Aaron Wealth Advisors Performance

2026 Q2+11.34%
YTD+9.97%
2025+15.55%

About Aaron Wealth Advisors and 13F Hedge Fund Stock Holdings

Aaron Wealth Advisors LLC is a hedge fund based in Chicago, IL. On 2026-07-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Aaron Wealth Advisors LLC reported an equity portfolio of $2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Aaron Wealth Advisors LLC are IBCE, NVDA, BNDW. The fund has invested 7.9% of it's portfolio in ISHARES TR and 6.7% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), CLEARWATER ANALYTICS HLDGS I (CWAN) and CARNIVAL CORP (CCL) stocks. They significantly reduced their stock positions in ISHARES TR (DMXF), ECOLAB INC (ECL) and COMCAST CORP NEW (CMCSA). Aaron Wealth Advisors LLC opened new stock positions in SPDR SERIES TRUST (BIL), CARNIVAL CORP LTD and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), CARVANA CO (CVNA) and VANGUARD INDEX FDS (VB).
Aaron Wealth Advisors Equity Portfolio Value
Last Reported on: 16 Jul, 2026
$1.97Billion
  as of Jul 16, 2026

Aaron Wealth Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that Aaron Wealth Advisors LLC made a return of 11.34% in the last quarter. In trailing 12 months, it's portfolio return was 18.59%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr series trust1,018,120
carnival corp ltd745,220
honeywell intl inc716,704
honeywell aerospace inc707,677
kraft heinz co619,482
middleby corp618,548
darden restaurants inc618,236
cousins pptys inc611,502
New stocks bought by Aaron Wealth Advisors

Additions

Ticker% Inc.
vanguard world fd700
vanguard index fds482
vanguard index fds367
ishares tr299
epam sys inc173
best buy inc157
norfolk southn corp152
conagra brands inc149
Additions to existing portfolio by Aaron Wealth Advisors

Reductions

Ticker% Reduced
ishares tr-92.12
ulta beauty inc-58.31
donaldson inc-54.4
lowes cos inc-50.29
avnet inc-42.16
paylocity hldg corp-41.2
avery dennison corp-40.5
intuitive surgical inc-39.36
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 47.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Basic Materials
  • Energy
Sector%
Others47.9
Technology20.2
Healthcare7.8
Financial Services4.8
Industrials4.6
Consumer Cyclical4.4
Communication Services3.9
Consumer Defensive2.2
Basic Materials1.4
Energy1.3

Market Cap. Distribution

Aaron Wealth Advisors LLC has about 49.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED48
MEGA-CAP29.6
LARGE-CAP20.2
MID-CAP1.9

Stocks belong to which Index?

About 46.6% of the stocks held by Aaron Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others52.9
S&P 50046.6
Top 5 Winners (%)%
sandisk corp
255.0 %
MU
micron technology inc
240.8 %
INTC
intel corp
209.7 %
UMC
united microelectronics corp
164.6 %
YNDX
nebius group n.v.
163.1 %
Top 5 Winners ($)$
mbx biosciences inc
29.6 M
BNDW
vanguard scottsdale fds
15.0 M
NVDA
nvidia corporation
14.7 M
BNDW
vanguard scottsdale fds
13.0 M
MU
micron technology inc
11.5 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.5 %
CVNA
carvana co
-68.4 %
VB
vanguard index fds
-60.9 %
IJR
ishares tr
-60.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-10.5 M
IJR
ishares tr
-7.5 M
ASET
flexshares tr
-6.4 M
VAW
vanguard world fd
-2.0 M
XOM
exxon mobil corp
-1.9 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 686 stocks in it's portfolio. About 42.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. was the most profitable stock for Aaron Wealth Advisors LLC last quarter.

$1.92BTotal Value
500Positions
16 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Aaron Wealth Advisors, last reported on 16 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aaron Wealth Advisors's holding in Ishares Tr over time
0.57%105,380
$11.22M
0.57%
increased 4.28 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aaron Wealth Advisors's holding in Ishares Tr over time
0.16%41,142
$3.13M
0.16%
decreased 17.77 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aaron Wealth Advisors's holding in Ishares Tr over time
0.04%5,366
$842.3K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aaron Wealth Advisors's holding in Ishares Tr over time
0.03%6,331
$484.7K
0.03%
increased 2.66 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Aaron Wealth Advisors's holding in Dbx Etf Tr over time
0.11%45,273
$2.19M
0.11%
unchanged 0 percentunchanged
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Aaron Wealth Advisors's holding in Dbx Etf Tr over time
0.02%5,609
$389.6K
0.02%
decreased 5.91 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Aaron Wealth Advisors's holding in Ishares Tr over time
0.1%43,502
$2.04M
0.1%
unchanged 0 percentunchanged
AEG
Aegon Ltd

Aegon Ltd

AEG
Aaron Wealth Advisors's holding in Aegon Ltd over time
0.04%93,003
$784.9K
0.04%
increased 4.79 percentadded