Aaron Wealth Advisors LLC 13F Holdings
CIK 000298079 · Chicago, IL
As of Sep 30, 2025, Aaron Wealth Advisors LLC reported 629 positions worth
CIK 000298079 · Chicago, IL
As of Sep 30, 2025, Aaron Wealth Advisors LLC reported 629 positions worth
.5B in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 1,649,615 | 66.1M | 11.41% |
| NVIDIA CORP | NVDA | Technology | 654,620 | 22.1M | 8.39% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 1,184,187 | 03.4M | 7.10% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 671,400 | $80.9M | 5.56% |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND | VONV | — | 810,318 | $72.4M | 4.98% |
| MICROSOFT CORP | MSFT | Technology | 99,617 | $51.6M | 3.55% |
| AMGEN INC | AMGN | Healthcare | 181,339 | $51.2M | 3.52% |
| APPLE INC | AAPL | Technology | 186,953 | $47.6M | 3.27% |
| FlexShares Mstar Glbl Upstrm Nat Res ETF | GUNR | — | 894,261 | $39.2M | 2.69% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 528,127 | $34.8M | 2.39% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 136,680 | $28.5M | 1.96% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 85,287 | $25.4M | 1.74% |
| AMAZON.COM INC | AMZN | Equity | 103,917 | $22.8M | 1.57% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 369,604 | 8.8M | 1.29% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | LMBS | — | 350,126 | 7.4M | 1.20% |
| META PLATFORMS INC | META | Communication Services | 23,386 | 7.2M | 1.18% |
| SPDR S&P 500 ETF TRUST | SPY | — | 24,010 | 6.0M | 1.10% |
| ALPHABET INC | GOOGL | Equity | 64,760 | 5.7M | 1.08% |
| BROADCOM INC | AVGO | Technology | 43,057 | 4.2M | 0.98% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 27,633 | 3.9M | 0.95% |
| ALPHABET INC | GOOG | Equity | 53,495 | 3.0M | 0.90% |
| TESLA INC | TSLA | Consumer Cyclical | 28,765 | 2.8M | 0.88% |
| FREEPORT-MCMORAN INC | FCX | Basic Materials | 300,347 | 1.8M | 0.81% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 33,561 | 0.6M | 0.73% |
| PROSHARES TR | TOLZ | — | 189,296 | 0.2M | 0.70% |