Aaron Wealth Advisors LLC

CIK 1812198 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $1.8B
every reported holding for this filer and quarter, including ones with no disclosed value: 691
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 97
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 81

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: CORE MSCI EAFE · position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F`	ADD	+$23.0M	+239,124	$116M	$139M	1,297,594	1,536,718
—	share class as filed: VNG RUS1000VAL · position key `sid:sec:prov:599b4902e0ef3c89bb90ee03eb1fde93` · issuer key `iss:2482`	ADD	+$21.0M	+210,367	$80.9M	$102M	876,547	1,086,914
—	share class as filed: VNG RUS1000GRW · position key `sid:sec:prov:022b6f6e9b6589eae61ef0e7f47b8f6a` · issuer key `iss:2482`	ADD	+$6.8M	+141,741	$87.8M	$94.7M	721,331	863,072
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	TRIM	−$13.7M	−41,897	$98.1M	$84.4M	526,042	484,145
—	share class as filed: 0-3 MNTH TREASRY · position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `iss:2406`	TRIM	−$51.1M	−510,753	$116M	$65.2M	1,158,134	647,381
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11671` · issuer key `iss:122`	ADD	+$7.2M	+8,894	$54.3M	$61.5M	165,841	174,735
—	share class as filed: MORNSTAR UPSTR · position key `sid:sec:prov:963e6ee2489ee1e4d72ca0024ec5c72f` · issuer key `cusip6:33939L`	ADD	+$15.7M	+125,132	$43.2M	$58.9M	941,998	1,067,130
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	TRIM	−$12.6M	−32,944	$63.6M	$51.0M	234,058	201,114
—	share class as filed: CORE MSCI EMKT · position key `pos:13905` · issuer key `iss:1016`	ADD	+$8.6M	+103,115	$36.2M	$44.8M	539,058	642,173
—	share class as filed: COM · position key `sid:sec:prov:1910147dd0682cb840152de5838d5484` · issuer key `cusip6:55287L`	ADD	+$32.7M	+1,098,176	$2.2M	$34.9M	70,000	1,168,176
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	TRIM	−$17.3M	−13,791	$51.8M	$34.5M	107,077	93,286
—	share class as filed: SM CP VAL ETF · position key `pos:16562` · issuer key `iss:2483`	ADD	+$3.5M	+12,726	$29.3M	$32.8M	138,251	150,977
—	share class as filed: FST LOW OPPT EFT · position key `pos:11794` · issuer key `iss:2383`	ADD	+$7.5M	+151,890	$22.9M	$30.4M	458,338	610,228
—	share class as filed: SML CP GRW ETF · position key `sid:sec:prov:e1fd18a8d58c43ad5ed9af37714bdfaa` · issuer key `iss:2483`	ADD	+$2.9M	+9,674	$26.4M	$29.4M	87,472	97,146
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL A · position key `pos:15142` · issuer key `iss:89`	TRIM	−$4.2M	−7,239	$26.5M	$22.3M	84,645	77,406
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14175` · issuer key `iss:95`	TRIM	−$8.1M	−25,042	$30.0M	$21.8M	129,910	104,868
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPONSORED ADS · position key `pos:17467` · issuer key `iss:1751`	ADD	+$7.3M	+18,077	$10.2M	$17.4M	33,522	51,599
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL C · position key `pos:17821` · issuer key `iss:89`	TRIM	−$3.8M	−7,231	$20.1M	$16.3M	64,111	56,880
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: TR UNIT · position key `pos:11570` · issuer key `iss:1599`	TRIM	−$790K	−53	$16.3M	$15.5M	23,918	23,865
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12827` · issuer key `iss:323`	TRIM	−$4.8M	−9,120	$18.4M	$13.6M	53,214	44,094

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 31

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334` PUT	NO CHANGE	−$2.1M	$32.6M	$30.5M	175,000	175,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11020` · issuer key `iss:255`	NO CHANGE	−$183K	$3.8M	$3.6M	5	5
—	share class as filed: RUSSELL 2000 ETF · position key `pos:15702` · issuer key `iss:1012`	NO CHANGE	+$16.6K	$2.2M	$2.2M	9,010	9,010
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: UNIT SER 1 · position key `pos:11173` · issuer key `iss:995`	NO CHANGE	−$86.7K	$1.4M	$1.3M	2,334	2,334
—	share class as filed: TOTAL STK MKT · position key `pos:12944` · issuer key `iss:2483`	NO CHANGE	−$56.9K	$1.3M	$1.3M	3,934	3,934
—	share class as filed: S&P 500 GRWT ETF · position key `pos:13746` · issuer key `iss:1012`	NO CHANGE	−$91.4K	$1.1M	$1.0M	9,003	9,003
—	share class as filed: FTSE EMR MKT ETF · position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `iss:2480`	NO CHANGE	+$4.2K	$782K	$786K	14,542	14,542
—	share class as filed: MSCI ACWI ETF · position key `pos:10899` · issuer key `iss:1013`	NO CHANGE	−$16.7K	$759K	$742K	5,366	5,366
—	share class as filed: HIGH DIV YLD · position key `pos:12412` · issuer key `iss:2479`	NO CHANGE	+$22.4K	$702K	$724K	4,888	4,888
—	share class as filed: MID CAP ETF · position key `pos:14055` · issuer key `iss:2483`	NO CHANGE	−$6.9K	$661K	$654K	2,278	2,278
—	share class as filed: GLB X MLP ENRG I · position key `sid:sec:prov:e04b324bdcb1c228a6c7318dc8c6ce46` · issuer key `iss:2391`	NO CHANGE	+$110K	$497K	$608K	8,219	8,219
—	share class as filed: INF TECH ETF · position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `iss:2481`	NO CHANGE	−$42.6K	$573K	$530K	760	760
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: UT SER 1 · position key `pos:17452` · issuer key `iss:1604`	NO CHANGE	−$18.3K	$506K	$487K	1,052	1,052
—	share class as filed: EAFE VALUE ETF · position key `pos:12549` · issuer key `iss:1013`	NO CHANGE	+$18.1K	$440K	$459K	6,167	6,167
—	share class as filed: NEWFLEET ABS MBS · position key `sid:sec:prov:289fd77cff0bea4df9fd29b502d34b12` · issuer key `cusip6:92790A`	NO CHANGE	−$1.4K	$444K	$442K	18,295	18,295
—	share class as filed: HENDRSON AAA CL · position key `sid:sec:prov:56b05b23603c017e287f8db59897c4bd` · issuer key `iss:2410`	NO CHANGE	−$1.8K	$432K	$430K	8,541	8,541
—	share class as filed: MCAP GR IDXVIP · position key `sid:sec:prov:4bf4a03276865e7070ffcb8527bf98a8` · issuer key `iss:2483`	NO CHANGE	−$36.0K	$461K	$425K	1,651	1,651
—	share class as filed: FTSE PACIFIC ETF · position key `sid:sec:prov:5248ee4dfbb553978de6970665a45b85` · issuer key `iss:2480`	NO CHANGE	+$27.4K	$338K	$366K	3,743	3,743
—	share class as filed: UNIT · position key `sid:sec:prov:1045414298c87b527364349cd08f87a9` · issuer key `cusip6:38150K`	NO CHANGE	+$24.4K	$285K	$309K	6,700	6,700
—	share class as filed: STATE STREET SPD · position key `pos:11469` · issuer key `iss:1602`	NO CHANGE	+$1.6K	$304K	$305K	4,688	4,688
—	share class as filed: CALVERT US LARCP · position key `sid:sec:prov:844aafb4b5660c83a1161d6698446521` · issuer key `cusip6:61774R`	NO CHANGE	−$14.7K	$296K	$282K	3,517	3,517
—	share class as filed: NUVEEN ESG US · position key `sid:sec:prov:86389c4200f754b017d2158be1c9a4c1` · issuer key `cusip6:67092P`	NO CHANGE	−$1.7K	$268K	$267K	12,003	12,003
—	share class as filed: STATE STREET SPD · position key `pos:14221` · issuer key `iss:1602`	NO CHANGE	−$11.2K	$245K	$234K	3,055	3,055
—	share class as filed: CORE DIV GRWTH · position key `pos:18043` · issuer key `iss:2405`	NO CHANGE	+$2.5K	$224K	$226K	3,224	3,224
—	share class as filed: RUS 2000 GRW ETF · position key `pos:16516` · issuer key `iss:1012`	NO CHANGE	−$6.1K	$215K	$209K	667	667
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16646` · issuer key `iss:1429`	NO CHANGE	+$3.6K	$188K	$192K	12,778	12,778
—	share class as filed: ROUNDHILL BALL · position key `sid:sec:prov:7610d7ded9aa2dbb317b32e64a65a2f4` · issuer key `cusip6:53656F`	NO CHANGE	−$30.1K	$198K	$168K	10,563	10,563
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16795` · issuer key `iss:898`	NO CHANGE	+$42.9K	$74.2K	$117K	11,842	11,842
—	share class as filed: COM · position key `sid:sec:prov:05937aba4ce92b128af1dbba8d10131b` · issuer key `cusip6:690469`	NO CHANGE	+$6.6K	$18.3K	$24.9K	11,234	11,234
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14652` · issuer key `iss:1032`	NO CHANGE	−$17.8K	$35.9K	$18.1K	14,574	14,574
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM CL A · position key `pos:16811` · issuer key `iss:75`	NO CHANGE	−$37.8K	$53.9K	$16.1K	27,632	27,632

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

657 issuers · 691 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

VANGUARD SCOTTSDALE FDS

3 positions · 3 reported rows

Rows Aaron Wealth Advisors LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$102M	1,086,914
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$94.7M	863,072
VANGUARD SCOTTSDALE FDS · VNG RUS1000IDX CUSIP 92206C730 src ↗	$5.3M	18,086

ticker not yet mapped

$202M

1,968,072

11.5%

—

ISHARES TR

2 positions · 2 reported rows

Rows Aaron Wealth Advisors LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$139M	1,536,718
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$225K	2,592

ticker not yet mapped

$139M

1,539,310

7.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION

2 positions · 2 reported rows

Rows Aaron Wealth Advisors LLC reported for NVIDIA CORPORATION, as it reported them
NVIDIA CORPORATION · COM CUSIP — src ↗	$84.4M	484,145
NVIDIA CORPORATION · COM · PUT CUSIP — src ↗	$30.5M	175,000

$115M

659,145

6.5%

—

VANGUARD INDEX FDS

9 positions · 9 reported rows

Rows Aaron Wealth Advisors LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$32.8M	150,977
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$29.4M	97,146
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$4.7M	7,919
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$3.8M	8,772
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$1.7M	6,643
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$1.3M	3,934
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$654K	2,278
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$425K	1,651
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$219K	1,189

ticker not yet mapped

$75.0M

280,509

4.3%

—

ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$65.2M

647,381

3.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$61.5M

174,735

3.5%

—

FLEXSHARES TR · MORNSTAR UPSTR CUSIP 33939L407
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$58.9M

1,067,130

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$51.0M

201,114

2.9%

—

ISHARES INC

2 positions · 2 reported rows

Rows Aaron Wealth Advisors LLC reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$44.8M	642,173
ISHARES INC · ESG AWR MSCI EM CUSIP — src ↗	$301K	6,623

ticker not yet mapped

$45.1M

648,796

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Aaron Wealth Advisors LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$22.3M	77,406
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$16.3M	56,880

$38.6M

134,286

2.2%

—

MBX BIOSCIENCES INC · COM CUSIP 55287L101
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$34.9M

1,168,176

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$34.5M

93,286

2.0%

—

FIRST TR EXCHANGE-TRADED FD · FST LOW OPPT EFT CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$30.4M

610,228

1.7%

—

ISHARES TR

11 positions · 11 reported rows

Rows Aaron Wealth Advisors LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$6.1M	63,106
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$4.2M	9,951
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$3.8M	17,773
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$3.7M	5,732
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$2.2M	9,010
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$2.1M	14,591
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$1.3M	10,716
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$1.0M	9,003
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$890K	13,179
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$321K	1,010
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$209K	667

ticker not yet mapped

$26.0M

154,738

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$21.8M

104,868

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$17.4M

51,599

1.0%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows Aaron Wealth Advisors LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$12.7M	26,430
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$3.6M	5

$16.3M

26,435

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$15.5M

23,865

0.9%

—

ISHARES TR

4 positions · 4 reported rows

Rows Aaron Wealth Advisors LLC reported for ISHARES TR, as it reported them
ISHARES TR · SHRT NAT MUN ETF CUSIP — src ↗	$10.8M	101,053
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$3.4M	50,031
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$742K	5,366
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$459K	6,167

ticker not yet mapped

$15.4M

162,617

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$13.6M

44,094

0.8%

—

PROSHARES TR · DJ BRKFLD GLB CUSIP 74347B508
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$12.4M

206,343

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$11.8M

94,896

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$11.5M

20,019

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FREEPORT MCMORAN INC · CL B CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$10.7M

182,234

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$10.6M

28,454

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$10.4M

11,253

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$10.3M

34,941

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$10.0M

40,714

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$9.9M

58,623

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$8.6M

12,073

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$6.5M

21,417

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRISTOL-MYERS SQUIBB CO · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$6.0M

98,697

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASML HLDG NV · N Y REGISTRY SHS CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$5.9M

4,433

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$5.6M

5,583

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$5.3M

15,370

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$5.2M

67,160

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$4.8M

14,086

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$4.6M

20,998

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$4.5M

21,153

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$4.2M

29,386

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$4.2M

21,633

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$4.0M

81,702

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$4.0M

4,599

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$4.0M

7,964

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.9M

40,651

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.9M

18,811

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WASTE MGMT INC DEL · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.8M

16,694

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.7M

51,905

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.7M

25,296

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NOVARTIS AG · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.7M

24,095

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.6M

4,300

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.6M

47,785

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HSBC HLDGS PLC · SPON ADR NEW CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.6M

43,102

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.5M

21,013

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.4M

10,263

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.3M

11,747

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.3M

27,189

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.3M

22,155

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.3M

10,469

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.2M

28,657

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHELL PLC · SPON ADS CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.2M

34,471

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.2M

3,658

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.2M

15,606

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.1M

18,749

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.1M

32,690

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.0M

37,614

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$3.0M

8,312

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROYAL GOLD INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.9M

11,471

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.9M

18,138

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALIBABA GROUP HLDG LTD · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.9M

22,762

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.8M

11,579

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.8M

5,619

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.7M

19,278

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.6M

1,777

0.1%

—

ING GROEP N.V. · SPONSORED ADR CUSIP 456837103
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$2.5M

97,760

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.4M

8,947

0.1%

—

TOYOTA MOTOR CORP · ADS CUSIP 892331307
2026-03-31 filed 2026-04-21 +21d

src ↗

ticker not yet mapped

$2.4M

11,607

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MITSUBISHI UFJ FINANCIAL GRO · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.4M

139,534

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONSTER BEVERAGE CORP NEW · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.4M

32,530

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COLGATE PALMOLIVE CO · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.3M

27,326

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CUMMINS INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.3M

4,299

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.3M

79,715

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.3M

7,239

0.1%

—

DBX ETF TR

2 positions · 2 reported rows

Rows Aaron Wealth Advisors LLC reported for DBX ETF TR, as it reported them
DBX ETF TR · XTRACK MSCI ALL CUSIP 233051820 src ↗	$1.9M	45,273
DBX ETF TR · XTRACKERS MSCI CUSIP 233051150 src ↗	$356K	5,961

ticker not yet mapped

$2.3M

51,234

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.3M

4,625

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.3M

4,903

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTEX PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.3M

5,042

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.2M

11,002

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORNING INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.2M

16,375

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANCO SANTANDER SA · ADR CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.2M

196,165

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BHP BILLITON LIMITED · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.2M

29,907

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL DYNAMICS CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.2M

6,336

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.2M

3,817

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.1M

42,011

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SAP SE · SPON ADR CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.1M

12,165

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONSOLIDATED EDISON INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.1M

18,397

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARDINAL HEALTH INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.1M

9,825

0.1%

—

ISHARES TR

2 positions · 2 reported rows

Rows Aaron Wealth Advisors LLC reported for ISHARES TR, as it reported them
ISHARES TR · HDG MSCI EAFE CUSIP 46434V803 src ↗	$1.8M	43,502
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$226K	3,224

ticker not yet mapped

$2.1M

46,726

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.1M

8,769

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WHEATON PRECIOUS METALS CORP · COM CUSIP —
2026-03-31 filed 2026-04-21 +21d

src ↗

$2.1M

15,733

0.1%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 59.6%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 234 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 691 / 691median book 97.5 positions

772 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Aaron Wealth Advisors LLC's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.