Aaron Wealth Advisors LLC
•CIK: 1812198•Filing: Q4 2025
**Aaron Wealth Advisors LLC** manages $1.7B across a diversified portfolio of 674 positions. The firm maintains significant allocations to fixed income and international equities, notably holding $116.3M in SGOV and $116.1M in IEFA. Core technology and healthcare exposure is evident through top holdings including AAPL ($63.6M), MSFT ($51.8M), and AMGN ($54.3M). This structure suggests a balanced approach blending defensive fixed income with growth vectors in global and sector-specific markets.
Total AUM
$1.7B
+ $32.6M in options
QoQ Performance
+2.6%
Positions
634
+ 1 option
Top 10 Concentration
46.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SGOV
IEFA
VONG
SGOV6.7%
IEFA6.7%
VONG5.1%
VONV4.7%
AAPL3.7%
AMGN3.1%
MSFT3.0%
GUNR2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.1%
Technology18.6%
Healthcare7.5%
Consumer5.6%
Financial5.2%
ETF1.7%
Industrial1.4%
Materials1.2%
🚪 Exited Positionssold since Q3 2025
+424 more exited positions
Changes from Q3 2025
NEW1 new position
↑161 increased
↓33 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023