Aaron Wealth Advisors LLC

Q3 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
9/30/2025
Date filed
10/3/2025
Form type
13F-HR
Num holdings
629
Total value ($000)
$1,687,719
Net value change ($000)
+708,784 (72.4%)
New positions
174
Sold out positions
35
Turnover %
15.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOV 166,116 NEW
NVDA 65,787 277.6%
AAPL 24,389 105.1%
MSFT 18,923 57.9%
IEFA 18,650 22.0%
GUNR 15,121 62.9%
VONG 14,096 21.1%
AMZN 10,143 80.0%
VONV 10,093 16.2%
VBR 9,694 51.5%
Top Reduces (Value $000, Stocks/ETFs)
FCX -5,207 -30.7%
IWF -4,135 -46.0%
IWM -1,872 -46.2%
DHR -1,065 -75.2%
AMGN -728 -1.4%
CAH -614 -38.7%
JCI -612 -100.0%
EFA -577 -8.9%
MLPX -542 -51.3%
SAP -504 -17.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 32,652 (1.9% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type