Aaron Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
688
Total value ($000)
$1,968,719
Net value change ($000)
+207,318 (11.8%)
New positions
89
Sold out positions
91
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
NVDA 48,180 57.1%
MBX 29,593 84.9%
IEFA 16,463 11.8%
IEMG 15,963 35.6%
MU 11,378 239.1%
TSM 11,160 64.0%
AAPL 8,127 15.9%
SPY 7,740 49.9%
VONG 7,312 7.7%
AMD 7,034 221.5%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -60,027 -92.1%
GUNR -3,410 -5.8%
XOM -1,831 -18.4%
HON -1,273 -100.0%
CWAN -1,251 -100.0%
WMT -1,202 -10.2%
MCD -1,160 -35.6%
LOW -1,111 -53.6%
ECL -1,107 -80.0%
SCHW -1,097 -35.7%
Instrument mix + QoQ Δ (ex-options)
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