Aaron Wealth Advisors LLC

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CIK 1812198

13F portfolio (2026-Q1)

$1.7B

Positions

690

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

690

Top 5

28.0%

Top 10

42.5%

Effective N

41.7

HHI

0.024

This quarter

97 new · 0 exit →

By sector

Unclassified41.0%

Information Technology17.8%

Health Care10.0%

Financials7.5%

Consumer Discretionary6.3%

Industrials5.8%

Communication Services4.0%

Materials2.7%

Other5.0%

By market cap

Unknown47.3%

Mega (>$200B)30.4%

Large ($10–200B)18.3%

Mid ($2–10B)3.8%

Small ($300M–2B)0.2%

Micro (<$300M)0.0%

By region

North America53.8%

Other41.0%

Asia-Pacific2.7%

Europe2.5%

Latin America0.0%

Africa0.0%

Middle East0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	41.76%	74
Pharmaceuticals & Biotechnology	8.94%	35
Semiconductors & Semiconductor Equipment	8.34%	21
Technology Hardware & Equipment	4.58%	23
Banks	3.61%	50
Software	3.60%	35
Specialty Retail	3.56%	25
Software & IT Services	3.46%	19
Commercial Services & Supplies	2.31%	37
Machinery	2.25%	24
Oil, Gas & Consumable Fuels	1.82%	26
Metals & Mining	1.46%	17
Utilities	1.36%	36
Capital Markets	1.27%	21
Insurance	1.22%	34
Chemicals	1.03%	19
Automobiles & Components	0.96%	8
Aerospace & Defense	0.89%	11
Distributors	0.63%	12
Health Care Equipment & Supplies	0.62%	17
Beverages	0.61%	10
Hotels, Restaurants & Leisure	0.61%	13
Electrical Equipment & Components	0.50%	4
Media & Entertainment	0.48%	10
Diversified Telecommunication Services	0.40%	9
Equity Real Estate Investment Trusts (REITs)	0.39%	13
Road & Rail	0.32%	7
Tobacco	0.30%	3
Health Care Providers & Services	0.27%	7
Food Products	0.26%	8
Life Sciences Tools & Services	0.22%	6
Textiles, Apparel & Luxury Goods	0.22%	5
Communications Equipment	0.20%	5
Airlines	0.18%	4
Transportation Infrastructure	0.16%	3
Food & Staples Retailing	0.14%	2
Household Durables	0.14%	3
Construction & Engineering	0.13%	5
Entertainment	0.12%	2
Professional Services	0.11%	6
Leisure Products	0.10%	3
Marine	0.09%	2
Paper & Forest Products	0.09%	3
Real Estate Management & Development	0.09%	5
Media & Publishing	0.08%	3
Construction Materials	0.07%	3
Agricultural Products	0.04%	1
Diversified Consumer Services	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IEFA	ISHARES TR	Unclassified	8.04%
2	VONV	VANGUARD SCOTTSDALE FDS	Unclassified	5.89%
3	VONG	VANGUARD SCOTTSDALE FDS	Unclassified	5.47%
4	NVDA	NVIDIA CORP	Information Technology	4.88%
5	SGOV	ISHARES TR	Unclassified	3.76%
6	AMGN	AMGEN INC	Health Care	3.55%
7	GUNR	FLEXSHARES TR	Unclassified	3.40%
8	AAPL	Apple Inc.	Information Technology	2.95%
9	IEMG	ISHARES INC	Unclassified	2.59%
10	MBX	MBX Biosciences, Inc.	Health Care	2.01%

619/690 names classified · sector 59.0% of weight · industry 58.2% · mkt cap 52.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 22 quarters

Information TechnologyMSFT, AAPL, NVDA, IBM, ADP · other

Health CareAMGN, BMY, BKD, MBX, LPCN · other

FinancialsBRK.B, V, MA, RGLD, SCHW · other

Consumer DiscretionaryAMZN, WMT, TSLA, TJX, PTON · other

IndustrialsWM, UBER, ACN, CAT, ASML · other

Communication ServicesGOOG, GOOGL, META, UNIT, TELFY · other

MaterialsFCX, WPM, AG, RIO, ALB · other

Consumer StaplesKO, HSY, GIS, CVS, INGR · other

EnergyXOM, CVX, SLB, ENB, SHEL · other

UtilitiesNEE, WTRG, ED, EPD, DUK · other

Real EstateSPG, OHI, PSA, KRC, AMT · other

UnclassifiedIEFA, VONV, VONG, ZUORA INC, SGOV · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 59.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 49% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (475 classified)Aaron Wealth Advisors LLC centroid (Large Core)

Information TechnologyHealth CareConsumer DiscretionaryFinancialsIndustrialsCommunication ServicesMaterialsEnergyUtilitiesConsumer StaplesReal Estate

Style box summary for Aaron Wealth Advisors LLC: centroid Large Core. Heaviest cells: Large Growth 18.1%, Large Core 14.9%, Large Value 5.7%.

Classified: 48.9% of book weight (475/690 names) · unclassified 51.1%: IEFA, VONV, VONG, SGOV, GUNR, IEMG, MBX, VBR, LMBS, VBK +205 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 690 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IEFAISHARES TR	1,536,718	$139M	8.0%	ADD 18%
2	VONVVANGUARD SCOTTSDALE FDS	1,086,914	$102M	5.9%	ADD 24%
3	VONGVANGUARD SCOTTSDALE FDS	863,072	$95M	5.5%	ADD 20%
4	NVDANVIDIA CORPORATION	484,145	$84M	4.9%	TRIM −8%
5	SGOVISHARES TR	647,381	$65M	3.8%	TRIM −44%
6	AMGNAMGEN INC	174,735	$61M	3.6%	ADD 5%
7	GUNRFLEXSHARES TR	1,067,130	$59M	3.4%	ADD 13%
8	AAPLAPPLE INC	201,114	$51M	2.9%	TRIM −14%
9	IEMGISHARES INC	642,173	$45M	2.6%	ADD 19%
10	MBXMBX BIOSCIENCES INC	1,168,176	$35M	2.0%	ADD 1569%
11	MSFTMICROSOFT CORP	93,286	$35M	2.0%	TRIM −13%
12	VBRVANGUARD INDEX FDS	150,977	$33M	1.9%	ADD 9%
13	LMBSFIRST TR EXCHANGE-TRADED FD	610,228	$30M	1.8%	ADD 33%
14	VBKVANGUARD INDEX FDS	97,146	$29M	1.7%	ADD 11%
15	GOOGLALPHABET INC	77,406	$22M	1.3%	TRIM −9%
16	AMZNAMAZON COM INC	104,868	$22M	1.3%	TRIM −19%
17	TSMTAIWAN SEMICONDUCTOR MFG LTD	51,599	$17M	1.0%	ADD 54%
18	GOOGALPHABET INC	56,880	$16M	0.9%	TRIM −11%
19	SPYSTATE STR SPDR S&P 500 ETF T	23,865	$16M	0.9%	HOLD
20	AVGOBROADCOM INC	44,094	$14M	0.8%	TRIM −17%
21	BRK.BBERKSHIRE HATHAWAY INC DEL	26,430	$13M	0.7%	TRIM −16%
22	TOLZPROSHARES TR	206,343	$12M	0.7%	ADD 6%
23	WMTWALMART INC	94,896	$12M	0.7%	TRIM −11%
24	METAMETA PLATFORMS INC	20,019	$11M	0.7%	TRIM −29%
25	SUBISHARES TR	101,053	$11M	0.6%	ADD 4%
26	FCXFREEPORT MCMORAN INC	182,234	$11M	0.6%	TRIM −23%
27	TSLATESLA INC	28,454	$11M	0.6%	TRIM −18%
28	LLYELI LILLY & CO	11,253	$10M	0.6%	TRIM −8%
29	JPMJPMORGAN CHASE & CO	34,941	$10M	0.6%	TRIM −13%
30	JNJJOHNSON & JOHNSON	40,714	$10M	0.6%	HOLD
31	XOMEXXON MOBIL CORP	58,623	$10M	0.6%	HOLD
32	CATCATERPILLAR INC	12,073	$9M	0.5%	TRIM −2%
33	VVISA INC	21,417	$6M	0.4%	TRIM −22%
34	EFAISHARES TR	63,106	$6M	0.4%	HOLD
35	BMYBRISTOL-MYERS SQUIBB CO	98,697	$6M	0.3%	HOLD
36	ASMLASML HOLDING N V	4,433	$6M	0.3%	ADD 27%
37	COSTCOSTCO WHSL CORP NEW	5,583	$6M	0.3%	ADD 2%
38	VONEVanguard Russell 1000 ETF	18,086	$5M	0.3%	TRIM −29%
39	AMATAPPLIED MATLS INC	15,370	$5M	0.3%	HOLD
40	CSCOCISCO SYS INC	67,160	$5M	0.3%	TRIM −9%
41	MUMICRON TECHNOLOGY INC	14,086	$5M	0.3%	HOLD
42	VOOVANGUARD INDEX FDS	7,919	$5M	0.3%	TRIM −4%
43	ABBVABBVIE INC	20,998	$5M	0.3%	TRIM −17%
44	LRCXLAM RESEARCH CORP	21,153	$5M	0.3%	TRIM −20%
45	PGPROCTER AND GAMBLE CO	29,386	$4M	0.2%	HOLD
46	IWFISHARES TR	9,951	$4M	0.2%	HOLD
47	RTXRTX CORPORATION	21,633	$4M	0.2%	TRIM −5%
48	BACBANK AMERICA CORP	81,702	$4M	0.2%	TRIM −10%
49	MCKMCKESSON CORP	4,599	$4M	0.2%	ADD 14%
50	MAMASTERCARD INCORPORATED	7,964	$4M	0.2%	TRIM −34%
51	NFLXNETFLIX INC	40,651	$4M	0.2%	ADD 4%
52	CVXCHEVRON CORP NEW	18,811	$4M	0.2%	TRIM −6%
53	WMWASTE MGMT INC DEL	16,694	$4M	0.2%	HOLD
54	VUGVANGUARD INDEX FDS	8,772	$4M	0.2%	HOLD
55	IWDISHARES TR	17,773	$4M	0.2%	HOLD
56	IVVISHARES TR	5,732	$4M	0.2%	TRIM −5%
57	UBERUBER TECHNOLOGIES INC	51,905	$4M	0.2%	TRIM −2%
58	PLTRPALANTIR TECHNOLOGIES INC	25,296	$4M	0.2%	TRIM −25%
59	NVSNOVARTIS AG	24,095	$4M	0.2%	ADD 22%
60	GSGOLDMAN SACHS GROUP INC	4,300	$4M	0.2%	TRIM −3%
61	KOCOCA COLA CO	47,785	$4M	0.2%	TRIM −3%
62	BRK.ABERKSHIRE HATHAWAY INC DEL	5	$4M	0.2%	HOLD
63	HSBCHSBC HLDGS PLC	43,102	$4M	0.2%	ADD 32%
64	MSMORGAN STANLEY	21,013	$3M	0.2%	TRIM −3%
65	ACWXISHARES TR	50,031	$3M	0.2%	HOLD
66	HDHOME DEPOT INC	10,263	$3M	0.2%	ADD 3%
67	GEGE AEROSPACE	11,747	$3M	0.2%	TRIM −25%
68	MRKMERCK & CO INC	27,189	$3M	0.2%	TRIM −4%
69	ORCLORACLE CORP	22,155	$3M	0.2%	TRIM −4%
70	MCDMCDONALDS CORP	10,469	$3M	0.2%	TRIM −9%
71	CCITIGROUP INC	28,657	$3M	0.2%	TRIM −5%
72	SHELSHELL PLC	34,471	$3M	0.2%	ADD 41%
73	GEVGE VERNOVA INC	3,658	$3M	0.2%	ADD 14%
74	AMDADVANCED MICRO DEVICES INC	15,606	$3M	0.2%	TRIM −6%
75	PMPHILIP MORRIS INTL INC	18,749	$3M	0.2%	TRIM −10%
76	SCHWSCHWAB CHARLES CORP	32,690	$3M	0.2%	TRIM −11%
77	WFCWELLS FARGO CO NEW	37,614	$3M	0.2%	TRIM −8%
78	ETNEATON CORP PLC	8,312	$3M	0.2%	TRIM −4%
79	RGLDROYAL GOLD INC	11,471	$3M	0.2%	HOLD
80	TJXTJX COS INC NEW	18,138	$3M	0.2%	TRIM −2%
81	BABAALIBABA GROUP HLDG LTD	22,762	$3M	0.2%	ADD 59%
82	IBMINTERNATIONAL BUSINESS MACHS	11,579	$3M	0.2%	ADD 15%
83	LINLINDE PLC	5,619	$3M	0.2%	ADD 3%
84	GILDGILEAD SCIENCES INC	19,278	$3M	0.2%	TRIM −5%
85	KLACKLA CORP	1,777	$3M	0.2%	TRIM −10%
86	INGING GROEP N.V.	97,760	$3M	0.1%	ADD 18%
87	UNHUNITEDHEALTH GROUP INC	8,947	$2M	0.1%	TRIM −13%
88	TMTOYOTA MOTOR CORP	11,607	$2M	0.1%	ADD 21%
89	MUFGMITSUBISHI UFJ FINANCIAL GRO	139,534	$2M	0.1%	ADD 30%
90	MNSTMONSTER BEVERAGE CORP NEW	32,530	$2M	0.1%	TRIM −14%
91	CLCOLGATE PALMOLIVE CO	27,326	$2M	0.1%	TRIM −7%
92	CMICUMMINS INC	4,299	$2M	0.1%	HOLD
93	TAT&T INC	79,715	$2M	0.1%	TRIM −10%
94	ADIANALOG DEVICES INC	7,239	$2M	0.1%	HOLD
95	TMOTHERMO FISHER SCIENTIFIC INC	4,625	$2M	0.1%	TRIM −12%
96	ISRGINTUITIVE SURGICAL INC	4,903	$2M	0.1%	TRIM −22%
97	VRTXVERTEX PHARMACEUTICALS INC	5,042	$2M	0.1%	ADD 2%
98	ADPAUTOMATIC DATA PROCESSING IN	11,002	$2M	0.1%	TRIM −10%
99	IWMISHARES TR	9,010	$2M	0.1%	HOLD
100	GLWCORNING INC	16,375	$2M	0.1%	HOLD
101	SANBANCO SANTANDER S.A.	196,165	$2M	0.1%	ADD 35%
102	BHPBHP BILLITON LIMITED	29,907	$2M	0.1%	ADD 46%
103	GDGENERAL DYNAMICS CORP	6,336	$2M	0.1%	TRIM −29%
104	DEDEERE & CO	3,817	$2M	0.1%	TRIM −27%
105	VZVERIZON COMMUNICATIONS INC	42,011	$2M	0.1%	ADD 8%
106	SAPSAP SE	12,165	$2M	0.1%	ADD 18%
107	EDCONSOLIDATED EDISON INC	18,397	$2M	0.1%	TRIM −10%
108	ITOTISHARES TR	14,591	$2M	0.1%	ADD 14%
109	CAHCARDINAL HEALTH INC	9,825	$2M	0.1%	TRIM −4%
110	LOWLOWES COS INC	8,769	$2M	0.1%	TRIM −8%
111	WPMWHEATON PRECIOUS METALS CORP	15,733	$2M	0.1%	TRIM −5%
112	BNYBANK NEW YORK MELLON CORP	17,103	$2M	0.1%	HOLD
113	INTCINTEL CORP	44,400	$2M	0.1%	TRIM −8%
114	DBAWDBX ETF TR	45,273	$2M	0.1%	HOLD
115	HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF	43,502	$2M	0.1%	TRIM −16%
116	ANETARISTA NETWORKS INC	15,037	$2M	0.1%	HOLD
117	TXNTEXAS INSTRS INC	9,499	$2M	0.1%	ADD 8%
118	AXPAMERICAN EXPRESS CO	6,094	$2M	0.1%	TRIM −17%
119	SMFGSUMITOMO MITSUI FINL GROUP I	91,510	$2M	0.1%	ADD 23%
120	HWMHOWMET AEROSPACE INC	7,821	$2M	0.1%	TRIM −10%
121	CVSCVS HEALTH CORP	25,018	$2M	0.1%	TRIM −31%
122	SPGIS&P GLOBAL INC	4,223	$2M	0.1%	TRIM −6%
123	PGRPROGRESSIVE CORP	8,954	$2M	0.1%	HOLD
124	SONYSONY GROUP CORP	85,664	$2M	0.1%	ADD 28%
125	BBVABANCO BILBAO VIZCAYA ARGENTA	81,240	$2M	0.1%	ADD 33%
126	UNPUNION PAC CORP	7,218	$2M	0.1%	TRIM −23%
127	VBVANGUARD INDEX FDS	6,643	$2M	0.1%	TRIM −13%
128	DISDISNEY WALT CO	17,949	$2M	0.1%	TRIM −30%
129	CASYCASEYS GEN STORES INC	2,315	$2M	0.1%	TRIM −30%
130	GSKGSK PLC	30,267	$2M	0.1%	ADD 17%
131	LHXL3HARRIS TECHNOLOGIES INC	4,835	$2M	0.1%	ADD 5%
132	PEPPEPSICO INC	10,723	$2M	0.1%	HOLD
133	COFCAPITAL ONE FINL CORP	8,977	$2M	0.1%	TRIM −26%
134	MARMARRIOTT INTL INC NEW	4,968	$2M	0.1%	ADD 7%
135	JBLJabil Circuit, Inc.	6,112	$2M	0.1%	TRIM −14%
136	TGTTARGET CORP	13,391	$2M	0.1%	TRIM −12%
137	COPCONOCOPHILLIPS	12,047	$2M	0.1%	HOLD
138	CCKCROWN HLDGS INC	15,768	$2M	0.1%	TRIM −23%
139	EMREMERSON ELEC CO	12,025	$2M	0.1%	TRIM −16%
140	CBCHUBB LIMITED	4,814	$2M	0.1%	HOLD
141	ABNBAIRBNB INC	12,407	$2M	0.1%	TRIM −34%
142	SNYSANOFI SA	32,491	$2M	0.1%	ADD 26%
143	BKNGBOOKING HOLDINGS INC	371	$2M	0.1%	TRIM −39%
144	ACNACCENTURE PLC IRELAND	7,835	$2M	0.1%	TRIM −43%
145	CRMSALESFORCE INC	8,317	$2M	0.1%	TRIM −31%
146	HCAHCA HEALTHCARE INC	3,166	$1M	0.1%	TRIM −10%
147	DHRDANAHER CORP DEL	7,788	$1M	0.1%	HOLD
148	APHAMPHENOL CORP	11,498	$1M	0.1%	TRIM −15%
149	STTSTATE STR CORP	11,464	$1M	0.1%	HOLD
150	BLKBLACKROCK INC	1,497	$1M	0.1%	TRIM −18%
151	QCOMQUALCOMM INC	11,054	$1M	0.1%	TRIM −53%
152	RLRALPH LAUREN CORP	4,122	$1M	0.1%	TRIM −26%
153	BTIBRITISH AMERN TOB PLC	24,241	$1M	0.1%	ADD 24%
154	ABTABBOTT LABS	13,746	$1M	0.1%	TRIM −53%
155	BABOEING CO	7,058	$1M	0.1%	ADD 272%
156	IBNICICI BANK LIMITED	54,010	$1M	0.1%	ADD 111%
157	ULUNILEVER PLC	24,385	$1M	0.1%	ADD 22%
158	ECLECOLAB INC	5,203	$1M	0.1%	TRIM −14%
159	NANRSPDR INDEX SHS FDS	16,142	$1M	0.1%	TRIM −14%
160	DUKDUKE ENERGY CORP NEW	10,338	$1M	0.1%	TRIM −27%
161	QQQINVESCO QQQ TR	2,334	$1M	0.1%	HOLD
162	AVYAVERY DENNISON CORP	7,758	$1M	0.1%	TRIM −10%
163	FIVEFIVE BELOW INC	5,846	$1M	0.1%	TRIM −17%
164	IJRISHARES TR	10,716	$1M	0.1%	TRIM −22%
165	ULTAULTA BEAUTY INC	2,545	$1M	0.1%	TRIM −23%
166	ALSNALLISON TRANSMISSION HLDGS I	11,315	$1M	0.1%	TRIM −20%
167	FRFIRST INDL RLTY TR INC	22,882	$1M	0.1%	HOLD
168	NOCNORTHROP GRUMMAN CORP	1,928	$1M	0.1%	ADD 63%
169	AZNASTRAZENECA PLC	6,644	$1M	0.1%	NEW
170	NOWSERVICENOW INC	12,484	$1M	0.1%	ADD 65%
171	MFGMIZUHO FINANCIAL GROUP INC	162,923	$1M	0.1%	ADD 22%
172	URIUNITED RENTALS INC	1,769	$1M	0.1%	TRIM −26%
173	SBUXSTARBUCKS CORP	14,342	$1M	0.1%	ADD 25%
174	JBHTHUNT J B TRANS SVCS INC	6,043	$1M	0.1%	TRIM −20%
175	CWCURTISS WRIGHT CORP	1,874	$1M	0.1%	TRIM −34%
176	HONHONEYWELL INTL INC	5,633	$1M	0.1%	HOLD
177	NEENEXTERA ENERGY INC	13,644	$1M	0.1%	ADD 12%
178	NTRSNORTHERN TR CORP	9,071	$1M	0.1%	HOLD
179	VTIVANGUARD INDEX FDS	3,934	$1M	0.1%	HOLD
180	CRUSCIRRUS LOGIC INC	8,663	$1M	0.1%	TRIM −41%
181	INTUINTUIT	2,894	$1M	0.1%	TRIM −32%
182	CLEARWATER ANALYTICS HLDGS I	52,902	$1M	0.1%	HOLD
183	BPBP PLC	26,596	$1M	0.1%	ADD 26%
184	SNASNAP ON INC	3,441	$1M	0.1%	TRIM −22%
185	CFGCITIZENS FINL GROUP INC	20,711	$1M	0.1%	HOLD
186	NEMNEWMONT CORP	11,451	$1M	0.1%	HOLD
187	BKDBROOKDALE SR LIVING INC	90,421	$1M	0.1%	HOLD
188	RIORIO TINTO PLC	13,238	$1M	0.1%	ADD 38%
189	NGGNATIONAL GRID PLC	14,572	$1M	0.1%	ADD 67%
190	MDTMEDTRONIC PLC	14,181	$1M	0.1%	TRIM −51%
191	CLHCLEAN HARBORS INC	4,279	$1M	0.1%	TRIM −12%
192	LMTLOCKHEED MARTIN CORP	2,011	$1M	0.1%	ADD 31%
193	TPRTAPESTRY INC	8,440	$1M	0.1%	TRIM −26%
194	TNLTRAVEL PLUS LEISURE CO	17,132	$1M	0.1%	HOLD
195	USBUS BANCORP	22,477	$1M	0.1%	TRIM −8%
196	RELXRELX PLC	34,815	$1M	0.1%	ADD 86%
197	ILMNILLUMINA INC	9,310	$1M	0.1%	TRIM −17%
198	CMCSACOMCAST CORP NEW	39,927	$1M	0.1%	HOLD
199	DALDELTA AIR LINES INC	17,081	$1M	0.1%	TRIM −28%
200	SNDKSANDISK CORP	1,787	$1M	0.1%	ADD 24%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IEFAISHARES TR

1.0M

1.1M

1.0M

1.2M

1.3M

1.5M

$139M

VONVVANGUARD SCOTTSDALE FDS

757K

720K

731K

810K

877K

1.1M

$102M

VONGVANGUARD SCOTTSDALE FDS

608K

585K

612K

671K

721K

863K

$95M

NVDANVIDIA CORPORATION

191K

140K

150K

480K

526K

484K

$84M

SGOVISHARES TR

—

1.6M

1.2M

647K

$65M

AMGNAMGEN INC

190K

186K

181K

166K

175K

$61M

GUNRFLEXSHARES TR

531K

582K

599K

894K

942K

1.1M

$59M

AAPLAPPLE INC

105K

106K

113K

187K

234K

201K

$51M

IEMGISHARES INC

553K

563K

531K

528K

539K

642K

$45M

MBXMBX BIOSCIENCES INC

—

50K

70K

1.2M

$35M

MSFTMICROSOFT CORP

61K

66K

100K

107K

93K

$35M

VBRVANGUARD INDEX FDS

96K

100K

97K

137K

138K

151K

$33M

LMBSFIRST TR EXCHANGE-TRADED FD

253K

352K

357K

350K

458K

610K

$30M

VBKVANGUARD INDEX FDS

55K

58K

85K

87K

97K

$29M

GOOGLALPHABET INC

36K

37K

39K

65K

85K

77K

$22M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Aaron Wealth Advisors LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 690 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Aaron Wealth Advisors LLC