Aaron Wealth Advisors LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,968,719
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 688 | 1,968,719 | 13F-HR | Aaron Wealth Advisors LLC |
| Q1 2026 | 4/21/2026 | 691 | 1,761,401 | 13F-HR | Aaron Wealth Advisors LLC |
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.347 M | 68.4% | 229.2 K | 0 | 229.2 K |
| ETFs | 620.7 K | 31.5% | 8.451 K | 0 | 8.451 K |
| Other | 951 | 0.0% | 217 | 0 | 217 |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
1,968,719
Holdings
688
QoQ value change ($000)
207,318
(11.8%)
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.