Aaron Wealth Advisors LLC
692 holdingsFiling period: 2026-03-31Current AUM: $2.01Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 1.54M | $139.1M | $151.0M | 7.51% | +239.1K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 659.1K | $115.0M | $132.3M | 6.58% | -41,897 | 2026-03-31 |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | 1.09M | $101.9M | $120.0M | 5.97% | +210.4K | 2026-03-31 |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | 863.1K | $94.7M | $105.2M | 5.23% | +141.7K | 2026-03-31 |
| 5 | SGOV | ISHARES TR | 647.4K | $65.2M | $65.2M | 3.24% | -510,753 | 2026-03-31 |
| 6 | AMGN | AMGEN INC | 174.7K | $61.5M | $67.3M | 3.35% | +8.9K | 2026-03-31 |
| 7 | GUNR | FLEXSHARES TR | 1.07M | $58.9M | $55.9M | 2.78% | +125.1K | 2026-03-31 |
| 8 | AAPL | APPLE INC | 201.1K | $51.0M | $62.1M | 3.09% | -32,944 | 2026-03-31 |
| 9 | IEMG | ISHARES INC | 642.2K | $44.8M | $49.8M | 2.48% | +103.1K | 2026-03-31 |
| 10 | MBX | MBX BIOSCIENCES INC | 1.17M | $34.9M | $77.0M | 3.83% | +1.10M | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 93.3K | $34.5M | $43.4M | 2.16% | -13,791 | 2026-03-31 |
| 12 | VBR | VANGUARD INDEX FDS | 151.0K | $32.8M | $36.9M | 1.84% | +12.7K | 2026-03-31 |
| 13 | LMBS | FIRST TR EXCHANGE-TRADED FD | 610.2K | $30.4M | $30.2M | 1.50% | +151.9K | 2026-03-31 |
| 14 | VBK | VANGUARD INDEX FDS | 97.1K | $29.4M | $33.1M | 1.64% | +9.7K | 2026-03-31 |
| 15 | GOOGL | ALPHABET INC | 77.4K | $22.3M | $27.6M | 1.37% | -7,239 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 104.9K | $21.8M | $28.5M | 1.42% | -25,042 | 2026-03-31 |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 51.6K | $17.4M | $20.9M | 1.04% | +18.1K | 2026-03-31 |
| 18 | GOOG | ALPHABET INC | 56.9K | $16.3M | $20.3M | 1.01% | -7,231 | 2026-03-31 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | 23.9K | $15.5M | $17.8M | 0.89% | -53 | 2026-03-31 |
| 20 | AVGO | BROADCOM INC | 44.1K | $13.6M | $17.2M | 0.85% | -9,120 | 2026-03-31 |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 26.4K | $12.7M | $12.7M | 0.63% | -5,156 | 2026-03-31 |
| 22 | TOLZ | PROSHARES TR | 206.3K | $12.4M | $12.3M | 0.61% | +11.5K | 2026-03-31 |
| 23 | WMT | WALMART INC | 94.9K | $11.8M | $10.6M | 0.52% | -11,410 | 2026-03-31 |
| 24 | META | META PLATFORMS INC | 20.0K | $11.5M | $11.1M | 0.55% | -8,089 | 2026-03-31 |
| 25 | SUB | ISHARES TR | 101.1K | $10.8M | $10.7M | 0.53% | +3.8K | 2026-03-31 |
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