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Portfolio (Quarterly) Guide ↗

Aaron Wealth Advisors LLC

· CIK 0001812198
13F Portfolio $1.8B AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 675 New
Page 2 of 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 31,586.0 $15.9M 0.87% NEW $502.65
22 TSLA TESLA INC Consumer Cyclical 34,526.0 $15.5M 0.85% NEW $449.72 -5.3%
23 LLY ELI LILLY & CO Healthcare 12,196.0 $13.1M 0.72% NEW $1074.68 -0.9%
24 JPM JPMORGAN CHASE & CO. Financial Services 40,218.0 $13.0M 0.71% NEW $322.22 -4.9%
25 FCX FREEPORT-MCMORAN INC Basic Materials 238,094.0 $12.1M 0.66% NEW $50.79 +22.1%
26 WMT WALMART INC Consumer Defensive 106,306.0 $11.8M 0.65% NEW $111.41 +8.0%
27 TOLZ PROSHARES TR 194,850.0 $10.6M 0.58% NEW $54.15 +14.2%
28 SUB ISHARES TR 97,296.0 $10.4M 0.57% NEW $106.70 -0.4%
29 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 33,522.0 $10.2M 0.56% NEW $303.89 +33.1%
30 V VISA INC Financial Services 27,605.0 $9.7M 0.53% NEW $350.71 -6.2%
31 JNJ JOHNSON & JOHNSON Healthcare 41,305.0 $8.5M 0.47% NEW $206.95 +13.2%
32 VONE VANGUARD SCOTTSDALE FDS 25,517.0 $7.9M 0.43% NEW $309.04 +8.8%
33 XOM EXXON MOBIL CORP Energy 58,996.0 $7.1M 0.39% NEW $120.34 +28.7%
34 CAT CATERPILLAR INC Industrials 12,320.0 $7.1M 0.39% NEW $572.89 +53.6%
35 MA MASTERCARD INCORPORATED Financial Services 12,027.0 $6.9M 0.38% NEW $570.91 -12.7%
36 EFA ISHARES TR 63,299.0 $6.1M 0.33% NEW $96.03 +8.3%
37 PLTR PALANTIR TECHNOLOGIES INC Technology 33,578.0 $6.0M 0.33% NEW $177.75 -23.0%
38 ABBV ABBVIE INC Healthcare 25,340.0 $5.8M 0.32% NEW $228.49 -5.6%
39 CSCO CISCO SYS INC Technology 73,857.0 $5.7M 0.31% NEW $77.03 +56.3%
40 BMY BRISTOL-MYERS SQUIBB CO Healthcare 98,409.0 $5.3M 0.29% NEW $53.94 +10.2%
Page 2 of 34  ·  675 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 33.3%
Healthcare 14.7%
Financial Services 13.3%
Consumer Cyclical 10.2%
Industrials 7.9%
Communication Services 7.8%
Consumer Defensive 4.7%
Basic Materials 2.9%
Energy 2.2%
Utilities 1.8%