Aaron Wealth Advisors
Chicago, ILfiles as Aaron Wealth Advisors LLC
$2.0bn in 688 US stocks at the end of 30 June 2026. The top 10 are 42.3% of the money. It changed about 12.2% of the portfolio this quarter.
Value
$2.0bn
Stocks
688
Top 10 share
42.3%
Turnover
12.2%
What changed this quarter
New
Bought for the first time this quarter.
- Spdr Series TrustXOP<0.1% of the fund
- CarnivalCCL<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Kraft HeinzKHC<0.1% of the fund
- MiddlebyMIDD<0.1% of the fund
- Darden RestaurantsDRI<0.1% of the fund
- Cousins PropertiesCUZ<0.1% of the fund
- West Pharmaceutical ServicesWST<0.1% of the fund
- Scotts Miracle-GroSMG<0.1% of the fund
- Ishares TRIWB<0.1% of the fund
- DynatraceDT<0.1% of the fund
- LennarLEN<0.1% of the fund
- Check Point Software TechnologiesCHKP<0.1% of the fund
- Astera LabsALAB<0.1% of the fund
- Vici PropertiesVICI<0.1% of the fund
- Dollar TreeDLTR<0.1% of the fund
- NVRNVR<0.1% of the fund
- HeicoHEI<0.1% of the fund
- AptargroupATR<0.1% of the fund
- American Homes 4 RentAMH<0.1% of the fund
- Bloom EnergyBE<0.1% of the fund
- TelusTU<0.1% of the fund
- NetAppNTAP<0.1% of the fund
- FerrovialFER<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIEFA7.9% of the fund+5%
- NvidiaNVDA6.7% of the fund+37%
- IsharesIEMG3.1% of the fund+14%
- Flexshares TRGUNR2.8% of the fund+5%
- MicrosoftMSFT1.8% of the fund+2%
- AlphabetGOOGL1.5% of the fund+3%
- Taiwan Semiconductor ManufacturingTSM1.5% of the fund+16%
- Amazon.comAMZN1.4% of the fund+9%
- State STR Spdr S&P 500 ETF TSPY1.2% of the fund+31%
- BroadcomAVGO0.9% of the fund+5%
- Eli LillyLLY0.7% of the fund+2%
- Proshares TRTOLZ0.6% of the fund+3%
- Meta PlatformsMETA0.6% of the fund+7%
- JPMorgan ChaseJPM0.6% of the fund+2%
- Ishares TRSUB0.6% of the fund+4%
- Johnson & JohnsonJNJ0.5% of the fund+3%
- Advanced Micro DevicesAMD0.5% of the fund+13%
- ASML Holding NVASML0.5% of the fund+8%
- VisaV0.5% of the fund+26%
- IntelINTC0.3% of the fund+2%
- Home DepotHD0.3% of the fund+40%
- MastercardMA0.2% of the fund+20%
- Morgan StanleyMS0.2% of the fund+8%
- UnitedHealth GroupUNH0.2% of the fund+21%
- CorningGLW0.2% of the fund+7%
Cut
Sold some of their stake.
- Vanguard Scottsdale FDSVONV5.3% of the fund-10%
- Vanguard Scottsdale FDSVONG5.2% of the fund-8%
- Vanguard Index FDSVBR1.8% of the fund-6%
- AlphabetGOOG1.0% of the fund-3%
- CaterpillarCAT0.6% of the fund-2%
- Berkshire HathawayBRK-B0.6% of the fund-5%
- Freeport-McMoRanFCX0.5% of the fund-8%
- Lam ResearchLRCX0.4% of the fund-5%
- Cisco SystemsCSCO0.4% of the fund-3%
- Vanguard Index FDSVOO0.3% of the fund-4%
- KLAKLAC0.3% of the fund-3%
- Ishares TRSGOV0.3% of the fund-92%
- Costco WholesaleCOST0.3% of the fund-5%
- Vanguard Index FDSVUG0.2% of the fund-3%
- GE VernovaGEV0.2% of the fund-3%
- General ElectricGE0.2% of the fund-6%
- SandiskSNDK0.2% of the fund-2%
- Coca-ColaKO0.2% of the fund-3%
- Procter & GamblePG0.2% of the fund-15%
- MerckMRK0.2% of the fund-3%
- MckessonMCK0.2% of the fund-6%
- Ishares TRACWX0.2% of the fund-18%
- Palantir TechnologiesPLTR0.1% of the fund-4%
- JabilJBL0.1% of the fund-4%
- McDonald'sMCD0.1% of the fund-26%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Clearwater Analytics Hldgs I-100%
- Carnival-100%
- Cognizant Technology SolutionsCTSH-100%
- IngredionINGR-100%
- Grand Canyon EducationLOPE-100%
- Motorola SolutionsMSI-100%
- Thomson Reuters-100%
- DuPont de NemoursDD-100%
- ExlService HoldingsEXLS-100%
- CencoraCOR-100%
- Mgic InvestmentMTG-100%
- Assured GuarantyAGO-100%
- NiceNICE-100%
- InsuletPODD-100%
- TE ConnectivityTEL-100%
- KE HldgsBEKE-100%
- Darling IngredientsDAR-100%
- Mettler Toledo InternationalMTD-100%
- Open TextOTEX-100%
- GracoGGG-100%
- NisourceNI-100%
- Old Republic InternationalORI-100%
- ITTITT-100%
- Zillow GroupZG-100%
Holdings
- Ishares TRIEFA
- Share
- 7.9%
- Value
- $156m
- Shares
- 1,610,916
+5%
- Vanguard Scottsdale FDSVONV
- Share
- 5.3%
- Value
- $104m
- Shares
- 976,287
-10%
- Vanguard Scottsdale FDSVONG
- Share
- 5.2%
- Value
- $102m
- Shares
- 797,921
-8%
- IsharesIEMG
- Share
- 3.1%
- Value
- $61m
- Shares
- 733,400
+14%
- Flexshares TRGUNR
- Share
- 2.8%
- Value
- $55m
- Shares
- 1,125,256
+5%
- Vanguard Index FDSVBK
- Share
- 1.8%
- Value
- $35m
- Shares
- 96,959
Held
- Vanguard Index FDSVBR
- Share
- 1.8%
- Value
- $35m
- Shares
- 142,094
-6%
- First TR Exchange-Traded FDLMBS
- Share
- 1.6%
- Value
- $31m
- Shares
- 619,993
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.2%
- Value
- $23m
- Shares
- 31,147
+31%
- Proshares TRTOLZ
- Share
- 0.6%
- Value
- $13m
- Shares
- 213,382
+3%
- Ishares TRSUB
- Share
- 0.6%
- Value
- $11m
- Shares
- 105,380
+4%
- Ishares TREFA
- Share
- 0.3%
- Value
- $7m
- Shares
- 63,106
Held
- Vanguard Scottsdale FDSVONE
- Share
- 0.3%
- Value
- $6m
- Shares
- 17,861
Held
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $5m
- Shares
- 7,639
-4%
- Ishares TRSGOV
- Share
- 0.3%
- Value
- $5m
- Shares
- 51,038
-92%
- Ishares TRIWF
- Share
- 0.3%
- Value
- $5m
- Shares
- 39,718
Held
- Vanguard Index FDSVUG
- Share
- 0.2%
- Value
- $4m
- Shares
- 51,102
-3%
- Ishares TRIVV
- Share
- 0.2%
- Value
- $4m
- Shares
- 5,830
Held
- Ishares TRIWD
- Share
- 0.2%
- Value
- $4m
- Shares
- 17,773
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.2%
- Value
- $4m
- Shares
- 5
Held
- Ishares TRACWX
- Share
- 0.2%
- Value
- $3m
- Shares
- 41,142
-18%
- ShellSHEL
- Share
- 0.1%
- Value
- $3m
- Shares
- 37,560
+9%
- BHP Billiton LimitedBHP
- Share
- 0.1%
- Value
- $3m
- Shares
- 33,890
+13%
- Ishares TRIWM
- Share
- 0.1%
- Value
- $3m
- Shares
- 9,010
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIEFA | 7.9% | $156m | 1,610,916 | +5% |
| NvidiaNVDA | 6.7% | $133m | 662,775 | +37% |
| Vanguard Scottsdale FDSVONV | 5.3% | $104m | 976,287 | -10% |
| Vanguard Scottsdale FDSVONG | 5.2% | $102m | 797,921 | -8% |
| MBX BiosciencesMBX | 3.3% | $64m | 1,167,799 | Held |
| AmgenAMGN | 3.2% | $63m | 173,851 | Held |
| IsharesIEMG | 3.1% | $61m | 733,400 | +14% |
| AppleAAPL | 3.0% | $59m | 204,480 | Held |
| Flexshares TRGUNR | 2.8% | $55m | 1,125,256 | +5% |
| MicrosoftMSFT | 1.8% | $36m | 95,430 | +2% |
| Vanguard Index FDSVBK | 1.8% | $35m | 96,959 | Held |
| Vanguard Index FDSVBR | 1.8% | $35m | 142,094 | -6% |
| First TR Exchange-Traded FDLMBS | 1.6% | $31m | 619,993 | Held |
| AlphabetGOOGL | 1.5% | $29m | 80,055 | +3% |
| Taiwan Semiconductor ManufacturingTSM | 1.5% | $29m | 59,883 | +16% |
| Amazon.comAMZN | 1.4% | $27m | 114,132 | +9% |
| State STR Spdr S&P 500 ETF TSPY | 1.2% | $23m | 31,147 | +31% |
| AlphabetGOOG | 1.0% | $20m | 55,428 | -3% |
| BroadcomAVGO | 0.9% | $18m | 46,469 | +5% |
| Micron TechnologyMU | 0.8% | $16m | 13,980 | Held |
| Eli LillyLLY | 0.7% | $14m | 11,530 | +2% |
| Proshares TRTOLZ | 0.6% | $13m | 213,382 | +3% |
| CaterpillarCAT | 0.6% | $13m | 11,790 | -2% |
| Berkshire HathawayBRK-B | 0.6% | $13m | 24,984 | -5% |
| Meta PlatformsMETA | 0.6% | $12m | 21,425 | +7% |
| TeslaTSLA | 0.6% | $12m | 27,912 | Held |
| JPMorgan ChaseJPM | 0.6% | $12m | 35,779 | +2% |
| Ishares TRSUB | 0.6% | $11m | 105,380 | +4% |
| Applied MaterialsAMAT | 0.6% | $11m | 15,406 | Held |
| Johnson & JohnsonJNJ | 0.5% | $11m | 41,786 | +3% |
| WalmartWMT | 0.5% | $11m | 93,516 | Held |
| Freeport-McMoRanFCX | 0.5% | $11m | 168,393 | -8% |
| Advanced Micro DevicesAMD | 0.5% | $10m | 17,573 | +13% |
| ASML Holding NVASML | 0.5% | $10m | 4,798 | +8% |
| VisaV | 0.5% | $9m | 26,947 | +26% |
| Lam ResearchLRCX | 0.4% | $9m | 20,037 | -5% |
| ExxonMobil HoldingsXOM | 0.4% | $8m | 59,358 | Held |
| Cisco SystemsCSCO | 0.4% | $8m | 64,869 | -3% |
| Ishares TREFA | 0.3% | $7m | 63,106 | Held |
| IntelINTC | 0.3% | $6m | 45,307 | +2% |
| Vanguard Scottsdale FDSVONE | 0.3% | $6m | 17,861 | Held |
| Bristol-Myers SquibbBMY | 0.3% | $6m | 99,879 | Held |
| AbbVieABBV | 0.3% | $5m | 20,993 | Held |
| Vanguard Index FDSVOO | 0.3% | $5m | 7,639 | -4% |
| KLAKLAC | 0.3% | $5m | 17,305 | -3% |
| Ishares TRSGOV | 0.3% | $5m | 51,038 | -92% |
| Home DepotHD | 0.3% | $5m | 14,324 | +40% |
| Costco WholesaleCOST | 0.3% | $5m | 5,329 | -5% |
| Ishares TRIWF | 0.3% | $5m | 39,718 | Held |
| MastercardMA | 0.2% | $5m | 9,530 | +20% |
| Morgan StanleyMS | 0.2% | $5m | 22,707 | +8% |
| Bank of AmericaBAC | 0.2% | $5m | 81,187 | Held |
| UnitedHealth GroupUNH | 0.2% | $4m | 10,803 | +21% |
| CorningGLW | 0.2% | $4m | 17,535 | +7% |
| Vanguard Index FDSVUG | 0.2% | $4m | 51,102 | -3% |
| Ishares TRIVV | 0.2% | $4m | 5,830 | Held |
| Goldman Sachs GroupGS | 0.2% | $4m | 4,296 | Held |
| Ishares TRIWD | 0.2% | $4m | 17,773 | Held |
| GE VernovaGEV | 0.2% | $4m | 3,562 | -3% |
| HSBC HoldingsHSBC | 0.2% | $4m | 43,514 | Held |
| General ElectricGE | 0.2% | $4m | 11,046 | -6% |
| CitigroupC | 0.2% | $4m | 29,376 | +3% |
| RTXRTX | 0.2% | $4m | 21,667 | Held |
| Uber TechnologiesUBER | 0.2% | $4m | 55,081 | +6% |
| SandiskSNDK | 0.2% | $4m | 1,747 | -2% |
| Novartis AGNVS | 0.2% | $4m | 24,810 | +3% |
| EatonETN | 0.2% | $4m | 8,802 | +6% |
| Coca-ColaKO | 0.2% | $4m | 46,145 | -3% |
| Berkshire Hathaway INC DELBRK-A | 0.2% | $4m | 5 | Held |
| Waste ManagementWM | 0.2% | $4m | 16,790 | Held |
| Procter & GamblePG | 0.2% | $4m | 25,113 | -15% |
| LindeLIN | 0.2% | $4m | 6,907 | +23% |
| OracleORCL | 0.2% | $3m | 23,414 | +6% |
| MerckMRK | 0.2% | $3m | 26,456 | -3% |
| Philip Morris InternationalPM | 0.2% | $3m | 18,682 | Held |
| Texas InstrumentsTXN | 0.2% | $3m | 11,298 | +19% |
| ChevronCVX | 0.2% | $3m | 20,144 | +7% |
| MckessonMCK | 0.2% | $3m | 4,321 | -6% |
| International Business MachinesIBM | 0.2% | $3m | 11,566 | Held |
| ING Groep NVING | 0.2% | $3m | 99,831 | +2% |
| Ishares TRACWX | 0.2% | $3m | 41,142 | -18% |
| Monster BeverageMNST | 0.2% | $3m | 32,237 | Held |
| Wells Fargo & CompanyWFC | 0.2% | $3m | 37,034 | Held |
| CumminsCMI | 0.2% | $3m | 4,248 | Held |
| Mitsubishi UFJ Financial GroupMUFG | 0.2% | $3m | 150,101 | +8% |
| TJX CompaniesTJX | 0.2% | $3m | 19,688 | +9% |
| Western DigitalWDC | 0.1% | $3m | 4,605 | +10% |
| ShellSHEL | 0.1% | $3m | 37,560 | +9% |
| NetflixNFLX | 0.1% | $3m | 40,784 | Held |
| Arista NetworksANET | 0.1% | $3m | 16,966 | +13% |
| Analog DevicesADI | 0.1% | $3m | 7,183 | Held |
| Palantir TechnologiesPLTR | 0.1% | $3m | 24,285 | -4% |
| BHP Billiton LimitedBHP | 0.1% | $3m | 33,890 | +13% |
| CVS HealthCVS | 0.1% | $3m | 26,512 | +6% |
| Banco SantanderSAN | 0.1% | $3m | 197,972 | Held |
| Ishares TRIWM | 0.1% | $3m | 9,010 | Held |
| Automatic Data ProcessingADP | 0.1% | $3m | 12,057 | +10% |
| Marvell TechnologyMRVL | 0.1% | $3m | 9,001 | +45% |
| DeereDE | 0.1% | $3m | 4,219 | +11% |
| Colgate-PalmoliveCL | 0.1% | $3m | 29,147 | +7% |
Showing the largest 100 of 688.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 101.1% since 30 June 2025.
Where the money is
Technology21.9%
Health care11.4%
Financial services7.0%
Industrials5.8%
Retail & consumer4.3%
Media & telecom3.9%
Everyday goods2.5%
Materials1.8%
Energy1.5%
Utilities1.0%
Real estate0.6%
Other38.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.