Aaron Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
691
Total value ($000)
$1,761,401
Net value change ($000)
-68,310 (-3.7%)
New positions
97
Sold out positions
81
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
MBX 32,662 1479.3%
IEFA 23,036 19.8%
VONV 20,982 25.9%
GUNR 15,672 36.3%
IEMG 8,556 23.6%
LMBS 7,483 32.7%
TSM 7,251 71.2%
AMGN 7,200 13.3%
VONG 6,848 7.8%
VBR 3,520 12.0%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -51,088 -43.9%
MSFT -17,253 -33.3%
NVDA -13,672 -13.9%
AAPL -12,590 -19.8%
AMZN -8,145 -27.2%
META -7,101 -38.3%
TSLA -4,949 -31.9%
AVGO -4,769 -25.9%
GOOGL -4,235 -16.0%
GOOGL -3,801 -18.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 30,520 (1.7% 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