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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 11 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FANG DIAMONDBACK ENERGY INC Energy 2,621.0 $518K 0.03% -464.0 -15.0% $197.79 +1.5%
202 LOPE GRAND CANYON ED INC Consumer Defensive 3,046.0 $518K 0.03% -2K -40.2% $170.03 -7.8%
203 WWD WOODWARD INC Industrials 1,447.0 $518K 0.03% -562.0 -28.0% $357.92 -1.8%
204 DASH DOORDASH INC Communication Services 3,441.0 $517K 0.03% -123.0 -3.5% $150.15 +6.7%
205 AXS AXIS CAP HLDGS LTD Financial Services 5,003.0 $507K 0.03% -194.0 -3.7% $101.41 -1.4%
206 FISV FISERV INC Technology 8,999.0 $502K 0.03% -7K -43.4% $55.80 +2.4%
207 IDXX IDEXX LABS INC Healthcare 889.0 $500K 0.03% -441.0 -33.2% $561.91 -0.5%
208 AVT AVNET INC Technology 7,861.0 $484K 0.03% -902.0 -10.3% $61.62 +39.4%
209 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 2,524.0 $477K 0.03% -455.0 -15.3% $189.05 +26.9%
210 DD DUPONT DE NEMOURS INC Basic Materials 10,386.0 $476K 0.03% -2K -17.7% $45.80 +5.1%
211 CENCORA INC 1,505.0 $473K 0.03% -448.0 -22.9% $314.14
212 ALLY ALLY FINL INC Financial Services 11,892.0 $467K 0.03% -3K -18.2% $39.23 +8.0%
213 VRSN VERISIGN INC Technology 1,864.0 $463K 0.03% -347.0 -15.7% $248.36 +24.8%
214 PHM PULTE GROUP INC Consumer Cyclical 3,892.0 $458K 0.03% -3K -44.4% $117.61 -1.0%
215 RJF RAYMOND JAMES FINL INC Financial Services 3,150.0 $456K 0.03% -2K -36.0% $144.79 +4.6%
216 MTG MGIC INVT CORP WIS Financial Services 17,279.0 $454K 0.03% -27K -61.4% $26.25 -1.0%
217 FORTINET INC 5,474.0 $447K 0.03% -10K -63.6% $81.72
218 RPRX ROYALTY PHARMA PLC Healthcare 9,254.0 $444K 0.03% -1K -10.2% $47.97 +13.6%
219 A AGILENT TECHNOLOGIES INC Healthcare 3,882.0 $442K 0.03% -7K -65.4% $113.99 +0.9%
220 AGO ASSURED GUARANTY LTD Financial Services 5,395.0 $440K 0.03% -1K -18.2% $81.48 -5.6%
Page 11 of 17  ·  327 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%