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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 2 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMAT APPLIED MATLS INC Technology 15,370.0 $5.3M 0.30% -192.0 -1.2% $341.79 +26.4%
22 CSCO CISCO SYS INC Technology 67,160.0 $5.2M 0.30% -7K -9.1% $77.59 +55.2%
23 VOO VANGUARD INDEX FDS 7,919.0 $4.7M 0.27% -325.0 -3.9% $597.55 +14.7%
24 ABBV ABBVIE INC Healthcare 20,998.0 $4.6M 0.26% -4K -17.1% $217.49 -0.8%
25 LRCX LAM RESEARCH CORP Technology 21,153.0 $4.5M 0.26% -5K -20.0% $213.66 +42.9%
26 IWF ISHARES TR 9,951.0 $4.2M 0.24% -51.0 -0.5% $426.40 -70.7%
27 RTX RTX CORPORATION Industrials 21,633.0 $4.2M 0.24% -1K -5.2% $192.90 -8.2%
28 BAC BANK AMERICA CORP Financial Services 81,702.0 $4.0M 0.23% -9K -10.2% $48.75 +6.3%
29 MA MASTERCARD INCORPORATED Financial Services 7,964.0 $4.0M 0.23% -4K -33.8% $499.69 -0.2%
30 CVX CHEVRON CORPORATION Energy 18,811.0 $3.9M 0.22% -1K -6.4% $206.90 -7.5%
31 WM WASTE MGMT INC DEL Industrials 16,694.0 $3.8M 0.22% -126.0 -0.8% $229.79 -5.2%
32 VUG VANGUARD INDEX FDS 8,772.0 $3.8M 0.22% -113.0 -1.3% $436.79 -80.0%
33 IWD ISHARES TR 17,773.0 $3.8M 0.22% -156.0 -0.9% $213.67 +10.6%
34 IVV ISHARES TR 5,732.0 $3.7M 0.21% -272.0 -4.5% $653.24 +14.7%
35 UBER UBER TECHNOLOGIES INC Technology 51,905.0 $3.7M 0.21% -1K -2.2% $71.93 -0.2%
36 PLTR PALANTIR TECHNOLOGIES INC Technology 25,296.0 $3.7M 0.21% -8K -24.7% $146.28 -6.4%
37 GS GOLDMAN SACHS GROUP INC Financial Services 4,300.0 $3.6M 0.21% -138.0 -3.1% $845.99 +17.8%
38 KO COCA COLA CO Consumer Defensive 47,785.0 $3.6M 0.21% -1K -2.6% $76.05 +7.1%
39 MS MORGAN STANLEY Financial Services 21,013.0 $3.5M 0.20% -717.0 -3.3% $164.57 +22.2%
40 GE GE AEROSPACE Industrials 11,747.0 $3.3M 0.19% -4K -25.4% $283.77 +6.7%
Page 2 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%