Aaron Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
687
Total value ($000)
$2,043,360
Net value change ($000)
+74,641 (3.8%)
New positions
87
Sold out positions
88
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
BRK-B 20,160 538.5%
NVDA 19,303 14.6%
MSFT 12,213 34.3%
AAPL 10,968 18.5%
IEFA 9,891 6.4%
EXXONMOBIL HOLDINGS CORP 8,994 NEW
AMGN 8,031 12.8%
GUNR 4,836 8.7%
MBX 4,461 6.9%
AMZN 3,545 13.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -8,115 -100.0%
SUB -4,821 -43.0%
SGOV -4,208 -81.9%
AMAT -3,726 -33.5%
CAT -3,609 -28.7%
HD -3,062 -60.6%
VONV -3,011 -2.9%
WMT -2,328 -22.0%
LRCX -2,294 -26.4%
GLW -2,053 -45.8%
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