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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 33 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SKM SK TELECOM CO LTD Communication Services 7,778.0 $228K 0.01% NEW $29.29 +28.9%
642 OC OWENS CORNING NEW Industrials 2,098.0 $227K 0.01% -622.0 -22.9% $108.22 +8.5%
643 DGRO ISHARES TR 3,224.0 $226K 0.01% $70.18 +6.7%
644 KVUE KENVUE INC Consumer Defensive 13,111.0 $226K 0.01% NEW $17.24 +1.7%
645 CVNA CARVANA CO Consumer Cyclical 718.0 $226K 0.01% -276.0 -27.8% $314.38 -78.3%
646 IXUS ISHARES TR 2,592.0 $225K 0.01% NEW $86.65 +9.6%
647 DXCM DEXCOM INC Healthcare 3,549.0 $223K 0.01% -2K -34.4% $62.80 +14.8%
648 ASTS AST SPACEMOBILE INC Technology 2,686.0 $223K 0.01% NEW $82.87 +27.7%
649 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,379.0 $222K 0.01% NEW $93.32 +3.1%
650 CRI CARTERS INC Consumer Cyclical 6,198.0 $222K 0.01% -65.0 -1.0% $35.76 +4.1%
651 VOE VANGUARD INDEX FDS 1,189.0 $219K 0.01% -3K -70.6% $184.28 +5.5%
652 CRS CARPENTER TECHNOLOGY CORP Industrials 555.0 $219K 0.01% NEW $394.15 +10.1%
653 FCPT FOUR CORNERS PPTY TR INC Real Estate 9,190.0 $217K 0.01% NEW $23.65 +6.0%
654 BIIB BIOGEN INC Healthcare 1,185.0 $217K 0.01% NEW $183.33 +5.7%
655 NEBIUS GROUP N.V. 2,086.0 $216K 0.01% NEW $103.76
656 BCE BCE INC Communication Services 8,537.0 $215K 0.01% NEW $25.24 -2.5%
657 RY ROYAL BK CDA Financial Services 1,328.0 $215K 0.01% NEW $161.78 +17.3%
658 AMCOR PLC 5,378.0 $214K 0.01% NEW $39.75
659 GTM ZOOMINFO TECHNOLOGIES INC Technology 35,685.0 $213K 0.01% NEW $5.98 -39.6%
660 FHN FIRST HORIZON CORPORATION Financial Services 9,337.0 $213K 0.01% -568.0 -5.7% $22.76 +6.5%
Page 33 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%