Latest Aaron Wealth Advisors Stock Portfolio
Aaron Wealth Advisors Performance:
2026 Q1: -1.23%YTD: -1.23%2025: 15.55%
Performance for 2026 Q1 is -1.23%, and YTD is -1.23%, and 2025 is 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 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Aaron Wealth Advisors LLC reported an equity portfolio of $1.8 Billions as of 31 Mar, 2026.
The top stock holdings of Aaron Wealth Advisors LLC are IBCE, BNDW, BNDW. The fund has invested 7.9% of it's portfolio in ISHARES TR and 5.8% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off ASTRAZENECA PLC (AZN), ARMSTRONG WORLD INDS INC NEW (AWI) and ACUITY INC (AYI) stocks. They significantly reduced their stock positions in GENPACT LIMITED (G), RPM INTL INC (RPM) and EPAM SYS INC (EPAM). Aaron Wealth Advisors LLC opened new stock positions in ASTRAZENECA PLC, CF INDUSTRIES HOLD (CF) and SEMPRA (SRE). The fund showed a lot of confidence in some stocks as they added substantially to MBX BIOSCIENCES INC, BOEING CO (BA) and GUIDEWIRE SOFTWARE INC (GWRE).
The top stock holdings of Aaron Wealth Advisors LLC are IBCE, BNDW, BNDW. The fund has invested 7.9% of it's portfolio in ISHARES TR and 5.8% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off ASTRAZENECA PLC (AZN), ARMSTRONG WORLD INDS INC NEW (AWI) and ACUITY INC (AYI) stocks. They significantly reduced their stock positions in GENPACT LIMITED (G), RPM INTL INC (RPM) and EPAM SYS INC (EPAM). Aaron Wealth Advisors LLC opened new stock positions in ASTRAZENECA PLC, CF INDUSTRIES HOLD (CF) and SEMPRA (SRE). The fund showed a lot of confidence in some stocks as they added substantially to MBX BIOSCIENCES INC, BOEING CO (BA) and GUIDEWIRE SOFTWARE INC (GWRE).
Aaron Wealth Advisors Annual Return Estimates Vs S&P 500
Our best estimate is that Aaron Wealth Advisors LLC made a return of -1.23% in the last quarter. In trailing 12 months, it's portfolio return was 14.52%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| astrazeneca plc | 1,310,330 |
| cf industries hold | 836,689 |
| sempra | 602,648 |
| synopsys inc | 595,909 |
| quanta svcs inc | 573,726 |
| pearson plc | 517,480 |
| fortis inc | 499,878 |
| posco holdings inc | 496,873 |
New stocks bought by Aaron Wealth Advisors
Additions
| Ticker | % Inc. |
|---|---|
| mbx biosciences inc | 1,568 |
| boeing co | 272 |
| guidewire software inc | 177 |
| workday inc | 170 |
| jd.com inc | 169 |
| aegon ltd | 161 |
| infosys ltd | 156 |
| pdd holdings inc | 154 |
Additions to existing portfolio by Aaron Wealth Advisors
Reductions
| Ticker | % Reduced |
|---|---|
| genpact limited | -77.05 |
| universal hlth svcs inc | -65.87 |
| agilent technologies inc | -65.38 |
| fortinet inc | -63.65 |
| expedia group inc | -62.28 |
| mgic invt corp wis | -61.37 |
| ingredion inc | -58.11 |
| boyd gaming corp | -57.55 |
Aaron Wealth Advisors reduced stake in above stock
Sold off
Sector Distribution
Aaron Wealth Advisors LLC has about 50.8% of it's holdings in Others sector.
- Others
- Technology
- Healthcare
- Financial Services
- Consumer Cyclical
- Industrials
- Communication Services
- Consumer Defensive
- Energy
- Basic Materials
| Sector | % |
|---|---|
| Others | 50.8 |
| Technology | 16.1 |
| Healthcare | 8.2 |
| Financial Services | 4.7 |
| Consumer Cyclical | 4.6 |
| Industrials | 4.4 |
| Communication Services | 3.8 |
| Consumer Defensive | 2.7 |
| Energy | 1.7 |
| Basic Materials | 1.5 |
Market Cap. Distribution
Aaron Wealth Advisors LLC has about 47.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 50.8 |
| MEGA-CAP | 26.1 |
| LARGE-CAP | 21 |
| MID-CAP | 1.8 |
Stocks belong to which Index?
About 44.1% of the stocks held by Aaron Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 55.5 |
| S&P 500 | 44.1 |
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 688 stocks in it's portfolio. About 41.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. ASET was the most profitable stock for Aaron Wealth Advisors LLC last quarter.
Last Reported on: 21 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.03 | 3,882 | 442,490 | reduced | -65.38 | ||
| AAPL | apple inc | 2.90 | 201,114 | 51,040,900 | reduced | -14.08 | ||
| AAXJ | ishares tr | 0.61 | 101,053 | 10,762,200 | added | 3.86 | ||
| AAXJ | ishares tr | 0.19 | 50,031 | 3,425,620 | reduced | -0.43 | ||
| AAXJ | ishares tr | 0.04 | 5,366 | 742,493 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.03 | 6,167 | 458,582 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.26 | 20,998 | 4,566,860 | reduced | -17.13 | ||
| ABC | cencora inc | 0.03 | 1,505 | 472,781 | reduced | -22.94 | ||
| ABNB | airbnb inc | 0.09 | 12,407 | 1,566,760 | reduced | -33.88 | ||
| ABT | abbott laboratories | 0.08 | 13,746 | 1,411,300 | reduced | -53.32 | ||
| ACN | accenture plc ireland | 0.09 | 7,835 | 1,553,600 | reduced | -43.36 | ||
| ACSG | dbx etf tr | 0.11 | 45,273 | 1,932,770 | reduced | -1.36 | ||
| ACSG | dbx etf tr | 0.02 | 5,961 | 355,752 | added | 20.16 | ||
| ACWF | ishares tr | 0.10 | 43,502 | 1,848,650 | reduced | -15.87 | ||
| ADBE | adobe inc | 0.06 | 4,385 | 1,065,930 | reduced | -44.56 | ||
| ADI | analog devices inc | 0.13 | 7,239 | 2,303,020 | reduced | -1.99 | ||
| ADP | automatic data processing in | 0.13 | 11,002 | 2,235,390 | reduced | -9.88 | ||
| ADSK | autodesk inc | 0.05 | 3,742 | 895,837 | reduced | -38.61 | ||
| AEE | ameren corp | 0.04 | 6,218 | 683,483 | reduced | -13.36 | ||
| AEG | aegon ltd | 0.04 | 88,748 | 644,310 | added | 161 | ||