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Aaron Wealth Advisors LLC
CIK:0001812198
Investment Adviser
$2B AUM
629 holdings
Chicago, IL, USA
Aaron Wealth Advisors LLC is a registered investment adviser based in Chicago, offering discretionary portfolio management services since 2018. It provides investment advice tailored to meet clients' needs and investment objectives.
Latest 13F Filing Activity
Aaron Wealth Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 623 equity positions and 1 options positions with a total 13F market value of $2B. The fund increased holdings in Ishares TR, Nvidia Corporation, Apple Inc. among other positions. Aaron Wealth Advisors LLC reduced exposure to Freeport-mcmoran Inc., Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (623)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 9.84% | $166.1M | 1,649,615 | $100.70 | $100.70 | +$166.1M |
I IEFA | ISHARES TR | 6.13% | $103.4M | 1,184,187 | $70.59 | $87.31 | +$18.7M |
N NVDA | NVIDIA CORPORATION | 5.30% | $89.5M | 479,620 | $156.43 | $186.58 | +$65.8M |
V VONG | VANGUARD SCOTTSDALE FDS | 4.79% | $80.9M | 671,400 | $74.32 | $120.50 | +$14.1M |
V VONV | VANGUARD SCOTTSDALE FDS | 4.29% | $72.4M | 810,318 | $70.63 | $89.37 | +$10.1M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | New | Put | $32.7M | 1,750 | $186.58 | $186.58 | +1,750 | +$32.7M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+9.5%
SERVICES-PREPACKAGED SOFTWARE
+5.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.8%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+3.2%
ELECTRONIC COMPUTERS
+2.9%
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