Aaron Wealth Advisors LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,829,711
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 675 | 1,829,711 | 13F-HR | Aaron Wealth Advisors LLC |
| Q3 2025 | 10/3/2025 | 629 | 1,687,719 | 13F-HR | Aaron Wealth Advisors LLC |
| Q2 2025 | 7/9/2025 | 489 | 978,935 | 13F-HR | Aaron Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
32.64 K
(1.8% of total reported value)
· QoQ Δ:
-14
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.688 M | 93.9% | 138.1 K | 0 | 138.1 K |
| ETFs | 107.8 K | 6.0% | 3.148 K | 0 | 3.148 K |
| Other | 1.048 K | 0.1% | 717 | 0 | 717 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
1,829,711
Holdings
675
QoQ value change ($000)
141,992
(8.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.