Aaron Wealth Advisors LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,761,401
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
30.52 K
(1.7% of total reported value)
· QoQ Δ:
-2.118 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.118 M | 64.6% | 0 | 570.4 K | -570.4 K |
| ETFs | 612.2 K | 35.4% | 504.5 K | 0 | 504.5 K |
| Other | 734 | 0.0% | 0 | 314 | -314 |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
1,761,401
Holdings
691
QoQ value change ($000)
-68,310
(-3.7%)
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.