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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 3 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSCO CISCO SYS INC Technology 67,160.0 $5.2M 0.30% -7K -9.1% $77.59 +55.2%
42 MU MICRON TECHNOLOGY INC Technology 14,086.0 $4.8M 0.27% +133.0 +0.9% $337.84 +122.3%
43 VOO VANGUARD INDEX FDS 7,919.0 $4.7M 0.27% -325.0 -3.9% $597.55 +14.7%
44 ABBV ABBVIE INC Healthcare 20,998.0 $4.6M 0.26% -4K -17.1% $217.49 -0.8%
45 LRCX LAM RESEARCH CORP Technology 21,153.0 $4.5M 0.26% -5K -20.0% $213.66 +42.9%
46 PG PROCTER & GAMBLE CO Consumer Defensive 29,386.0 $4.2M 0.24% $144.44 -0.0%
47 IWF ISHARES TR 9,951.0 $4.2M 0.24% -51.0 -0.5% $426.40 -70.7%
48 RTX RTX CORPORATION Industrials 21,633.0 $4.2M 0.24% -1K -5.2% $192.90 -8.2%
49 BAC BANK AMERICA CORP Financial Services 81,702.0 $4.0M 0.23% -9K -10.2% $48.75 +6.3%
50 MCK MCKESSON CORP Healthcare 4,599.0 $4.0M 0.23% +573.0 +14.2% $865.36 -11.5%
51 MA MASTERCARD INCORPORATED Financial Services 7,964.0 $4.0M 0.23% -4K -33.8% $499.69 -0.2%
52 NFLX NETFLIX INC. Communication Services 40,651.0 $3.9M 0.22% +2K +4.3% $96.15 -7.9%
53 CVX CHEVRON CORPORATION Energy 18,811.0 $3.9M 0.22% -1K -6.4% $206.90 -7.5%
54 WM WASTE MGMT INC DEL Industrials 16,694.0 $3.8M 0.22% -126.0 -0.8% $229.79 -5.2%
55 VUG VANGUARD INDEX FDS 8,772.0 $3.8M 0.22% -113.0 -1.3% $436.79 -80.0%
56 IWD ISHARES TR 17,773.0 $3.8M 0.22% -156.0 -0.9% $213.67 +10.6%
57 IVV ISHARES TR 5,732.0 $3.7M 0.21% -272.0 -4.5% $653.24 +14.7%
58 UBER UBER TECHNOLOGIES INC Technology 51,905.0 $3.7M 0.21% -1K -2.2% $71.93 -0.2%
59 PLTR PALANTIR TECHNOLOGIES INC Technology 25,296.0 $3.7M 0.21% -8K -24.7% $146.28 -6.4%
60 NVS NOVARTIS AG Healthcare 24,095.0 $3.7M 0.21% +4K +22.2% $152.75 -0.5%
Page 3 of 35  ·  691 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%