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Latest Aaron Wealth Advisors Stock Portfolio

$2.04Billion | No. of Holdings #685

Aaron Wealth Advisors Performance

2026 Q3+1.90%
YTD+12.06%
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 2026-10-13, 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 Sep, 2026. <br><br> The top stock holdings of Aaron Wealth Advisors LLC are IBCE, NVDA, BNDW. The fund has invested 8.1% of it's portfolio in ISHARES TR and 7.4% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), ONEOK INC NEW (OKE) and STRYKER CORPORATION (SYK) stocks. They significantly reduced their stock positions in ISHARES TR (DMXF), ICL GROUP LTD (ICL) and DARDEN RESTAURANTS INC (DRI). Aaron Wealth Advisors LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, MOHAWK INDS INC (MHK) and IQVIA HLDGS INC (IQV). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, VANGUARD TAX-MANAGED FDS (VEA) and DTE ENERGY CO (DTB).
Aaron Wealth Advisors Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$2.04Billion
  as of Oct 13, 2026

Aaron Wealth Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that Aaron Wealth Advisors LLC made a return of 1.9% in the last quarter. In trailing 12 months, it's portfolio return was 15.09%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp8,994,050
sk hynix inc1,110,420
oneok inc new839,227
mohawk inds inc758,796
iqvia hldgs inc748,478
ingredion inc731,030
te connectivity plc711,253
space exploration techn corp699,689
New stocks bought by Aaron Wealth Advisors

Additions

Ticker% Inc.
berkshire hathaway inc del540
vanguard tax-managed fds507
dte energy co188
parker-hannifin corp176
acuity inc174
ishares inc149
rpm intl inc145
match group inc new110
Additions to existing portfolio by Aaron Wealth Advisors

Reductions

Ticker% Reduced
ishares tr-81.9
seagate technology hldngs pl-56.44
marsh & mclennan cos inc-56.00
home depot inc-51.17
marriott intl inc new-51.1
s&p global inc-45.38
mks inc.-45.32
ishares tr-41.91
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 48.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Basic Materials
Sector%
Others48.1
Technology21.5
Healthcare8.3
Financial Services4.4
Industrials4.1
Consumer Cyclical4.1
Communication Services4
Consumer Defensive2
Basic Materials1.4

Market Cap. Distribution

Aaron Wealth Advisors LLC has about 49.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED48.5
MEGA-CAP33.4
LARGE-CAP15.7
MID-CAP2.1

Stocks belong to which Index?

About 45.9% of the stocks held by Aaron Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others53.8
S&P 50045.9
Top 5 Winners (%)%
TXG
10x genomics inc
118.9 %
turn therapeutics inc
97.1 %
RNG
ringcentral inc
90.6 %
MRNA
moderna inc
88.6 %
MAN
manpowergroup inc wis
62.7 %
Top 5 Winners ($)$
NVDA
nvidia corporation
18.8 M
MSFT
microsoft corp
13.2 M
AMGN
amgen inc
10.2 M
AAPL
apple inc
9.1 M
mbx biosciences inc
4.0 M
Top 5 Losers (%)%
MNST
monster beverage corp new
-49.5 %
APH
amphenol corp
-44.8 %
GLW
corning inc
-37.8 %
MIDD
middleby corp
-36.7 %
APP
applovin corp
-36.0 %
Top 5 Losers ($)$
AMAT
applied matls inc
-3.2 M
CAT
caterpillar inc
-2.9 M
VB
vanguard index fds
-2.7 M
MNST
monster beverage corp new
-2.7 M
KLAC
kla corp
-2.3 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 685 stocks in it's portfolio. About 44% of the portfolio is in top 10 stocks. AMAT proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Aaron Wealth Advisors LLC last quarter.

$1.99BTotal Value
500Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Aaron Wealth Advisors, last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aaron Wealth Advisors's holding in Ishares Tr over time
0.31%61,212
$6.40M
0.31%
decreased 41.91 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aaron Wealth Advisors's holding in Ishares Tr over time
0.15%39,922
$3.02M
0.15%
decreased 2.97 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aaron Wealth Advisors's holding in Ishares Tr over time
0.04%5,366
$851.9K
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
$501.1K
0.03%
unchanged 0 percentunchanged
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Aaron Wealth Advisors's holding in Dbx Etf Tr over time
0.07%31,811
$1.52M
0.07%
decreased 29.74 percentreduced
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Aaron Wealth Advisors's holding in Dbx Etf Tr over time
0.02%5,609
$399.9K
0.02%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Aaron Wealth Advisors's holding in Ishares Tr over time
0.1%43,357
$2.01M
0.1%
decreased 0.33 percentreduced
AEG
Aegon Ltd

Aegon Ltd

AEG
Aaron Wealth Advisors's holding in Aegon Ltd over time
0.04%93,095
$803.4K
0.04%
increased 0.1 percentadded
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Aaron Wealth Advisors's holding in Agnico Eagle Mines Ltd over time
0.03%2,737
$501.6K
0.03%
increased 63.89 percentadded