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Portfolio (Quarterly) Guide ↗

Aaron Wealth Advisors LLC

· CIK 0001812198
13F Portfolio $1.8B AUM 691 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 97 New 215 Added 327 Reduced 81 Exited
Page 7 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 10,659.0 $654K 0.04% +3K +35.8% $61.32 +4.9%
122 NTES NETEASE COM INC Technology 5,834.0 $653K 0.04% +3K +147.5% $111.94 +4.1%
123 JKHY HENRY JACK & ASSOC INC Technology 4,108.0 $649K 0.04% +2K +90.3% $158.04 -11.3%
124 AEGON LTD 88,748.0 $644K 0.04% +55K +162.0% $7.26
125 WDAY WORKDAY INC Technology 4,916.0 $639K 0.04% +3K +170.4% $129.92 -1.4%
126 PYPL PAYPAL HLDGS INC Financial Services 13,960.0 $631K 0.04% +4K +35.8% $45.23 -2.2%
127 TOL TOLL BROTHERS INC Consumer Cyclical 4,553.0 $621K 0.04% +263.0 +6.1% $136.47 -1.6%
128 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,272.0 $617K 0.04% +253.0 +24.8% $484.91 +7.2%
129 FFIV F5 INC Technology 2,126.0 $615K 0.04% +773.0 +57.1% $289.33 +36.0%
130 ENB ENBRIDGE INC Energy 11,179.0 $605K 0.03% +468.0 +4.4% $54.14 +7.2%
131 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 8,330.0 $604K 0.03% +817.0 +10.9% $72.55 +3.8%
132 ARGX ARGENX SE Healthcare 818.0 $597K 0.03% +145.0 +21.6% $730.25 +10.4%
133 ESGD ISHARES TR 6,246.0 $597K 0.03% +193.0 +3.2% $95.62 +7.5%
134 VALE VALE S A Basic Materials 37,069.0 $590K 0.03% +16K +73.0% $15.91 +3.6%
135 WCC WESCO INTL INC Industrials 2,132.0 $583K 0.03% +51.0 +2.5% $273.62 +32.9%
136 WF WOORI FINL GROUP INC Financial Services 8,734.0 $582K 0.03% +3K +60.5% $66.60 -5.8%
137 MNKD MANNKIND CORP Healthcare 235,652.0 $577K 0.03% +35K +17.4% $2.45 +38.0%
138 NOK NOKIA CORP Technology 71,285.0 $573K 0.03% +12K +20.6% $8.04 +92.4%
139 MORN MORNINGSTAR INC Financial Services 3,323.0 $562K 0.03% +1K +50.9% $169.05 +6.3%
140 HE HAWAIIAN ELEC INDS INC MTN B Utilities 37,257.0 $553K 0.03% +7K +21.4% $14.84 -7.9%
Page 7 of 11  ·  215 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.6%
Healthcare 18.6%
Financial Services 12.6%
Consumer Cyclical 8.6%
Industrials 7.9%
Communication Services 7.1%
Consumer Defensive 4.8%
Energy 3.6%
Basic Materials 3.3%
Utilities 2.2%