Aaron Wealth Advisors LLC reported 608 positions worth $1.33B for the quarter ended Sep 30, 2026, up 5.6% on the prior quarter. It opened 79 new positions, added to 290, trimmed 236 and exited 80. Its largest holding is Nvidia Corp at 11.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-A Berkshire Hathaway Inc | +27 | +540.0% | $20.17M | 1.8% |
| GOOG Alphabet Inc. | +8,806 | +15.9% | $3.00M | 1.65% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +6,227 | +10.4% | $2.84M | 2.27% |
| AMZN Amazon Com Inc | +9,274 | +8.1% | $2.31M | 2.32% |
| AAPL Apple Inc. | +6,124 | +3.0% | $2.04M | 5.28% |
| KLAC Kla Corp | +8,741 | +50.5% | $1.70M | 0.382% |
| BRK-B Berkshire Hathaway Inc | +2,708 | +10.8% | $1.35M | 1.04% |
| PANW Palo Alto Networks Inc | +2,683 | +37.4% | $1.07M | 0.295% |
| MHK Mohawk Industries Inc | +6,084 | – | $758.80K | 0.057% |
| PLTR Palantir Technologies Inc. | +4,012 | +16.5% | $750.44K | 0.399% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMGN Amgen Inc | -5,442 | -3.1% | $2.29M | 5.35% |
| HD Home Depot, Inc. | -7,330 | -51.2% | $2.09M | 0.15% |
| WMT Walmart Inc. | -14.0K | -15.0% | $1.45M | 0.622% |
| MSFT Microsoft Corp | -2,215 | -2.3% | $1.14M | 3.6% |
| TXG 10x Genomics, Inc. | -11.9K | -24.7% | $1.08M | 0.247% |
| TJX Tjx Companies Inc | -7,110 | -36.1% | $940.72K | 0.125% |
| SPGI S&P Global Inc. | -2,257 | -45.4% | $890.32K | 0.081% |
| SYK Stryker Corp | -2,760 | -100.0% | $868.96K | Exited |
| MAR Marriott International Inc | -2,423 | -51.1% | $861.79K | 0.062% |
| IBM International Business Machines Corp | -3,914 | -33.8% | $860.81K | 0.127% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MHK Mohawk Industries Inc | +6,084 | $758.80K | 0.057% |
| IQV Iqvia Holdings Inc. | +2,784 | $748.48K | 0.056% |
| INGR Ingredion Inc | +7,630 | $731.03K | 0.055% |
| TEL TE Connectivity plc | +3,369 | $711.25K | 0.054% |
| SPCX Space Exploration Technologies Corp | +4,638 | $699.69K | 0.053% |
| DAR Darling Ingredients Inc. | +10.5K | $639.09K | 0.048% |
| AVTR Avantor, Inc. | +39.4K | $592.70K | 0.045% |
| TEAM Atlassian Corp | +2,920 | $523.53K | 0.039% |
| P Everpure, Inc. | +3,866 | $505.60K | 0.038% |
| NDSN Nordson Corp | +1,487 | $487.51K | 0.037% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SYK Stryker Corp | -2,760 | $868.96K | 0.069% |
| TSN Tyson Foods, Inc. | -12.5K | $717.80K | 0.057% |
| FITB Fifth Third Bancorp | -12.3K | $695.83K | 0.055% |
| MDLZ Mondelez International, Inc. | -10.7K | $616.86K | 0.049% |
| SMG Scotts Miracle-Gro Co | -8,297 | $565.11K | 0.045% |
| APD Air Products & Chemicals, Inc. | -1,914 | $561.15K | 0.045% |
| CTVA Corteva, Inc. | -6,422 | $543.88K | 0.043% |
| KR Kroger Co | -9,424 | $523.32K | 0.042% |
| YUM Yum Brands Inc | -3,210 | $513.15K | 0.041% |
| HLT Hilton Worldwide Holdings Inc. | -1,543 | $509.90K | 0.041% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 665.2K | $151.92M | 11.44% | +2,422 | +0.4% | Added | 0% |
| 2 | AMGN Amgen Inc | Healthcare | 168.4K | $70.99M | 5.35% | -5,442 | -3.1% | Reduced | 0.03% |
| 3 | AAPL Apple Inc. | Technology | 210.6K | $70.14M | 5.28% | +6,124 | +3.0% | Added | 0% |
| 4 | MBX MBX Biosciences, Inc. | Healthcare | 1.18M | $68.92M | 5.19% | +7,972 | +0.7% | Added | 2.45% |
| 5 | MSFT Microsoft Corp | Technology | 93.2K | $47.81M | 3.6% | -2,215 | -2.3% | Reduced | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 123.4K | $30.75M | 2.32% | +9,274 | +8.1% | Added | 0% |
| 7 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 66.1K | $30.16M | 2.27% | +6,227 | +10.4% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 79.0K | $27.19M | 2.05% | -1,032 | -1.3% | Reduced | 0% |
| 9 | BRK-A Berkshire Hathaway Inc | Financial Services | 32 | $23.90M | 1.8% | +27 | +540.0% | Added | 0.01% |
| 10 | GOOG Alphabet Inc. | Technology | 64.2K | $21.89M | 1.65% | +8,806 | +15.9% | Added | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 48.3K | $16.96M | 1.28% | +1,829 | +3.9% | Added | 0% |
| 12 | MU Micron Technology Inc | Technology | 14.7K | $15.63M | 1.18% | +696 | +5.0% | Added | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 20.3K | $14.72M | 1.11% | -1,122 | -5.2% | Reduced | 0% |
| 14 | LLY ELI LILLY & Co | Healthcare | 12.0K | $13.92M | 1.05% | +503 | +4.4% | Added | 0% |
| 15 | BRK-B Berkshire Hathaway Inc | Financial Services | 27.7K | $13.79M | 1.04% | +2,708 | +10.8% | Added | 0% |
Tip. Select a row to see that position’s full history at Aaron Wealth Advisors.
As of its Q3 2026 13F filing, Aaron Wealth Advisors LLC’s five largest positions were Nvidia Corp (NVDA) at 11.4%, Amgen Inc (AMGN) at 5.3%, Apple Inc. (AAPL) at 5.3%, MBX Biosciences, Inc. (MBX) at 5.2%, Microsoft Corp (MSFT) at 3.6% of the reported portfolio.
Aaron Wealth Advisors LLC reported a 13F portfolio worth $1.33B across 608 positions for Q3 2026. That is up 5.6% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($20.17M), Alphabet Inc. ($3.00M), Taiwan Semiconductor Manufacturing Co Ltd ($2.84M). It opened 79 new positions.
Its largest sales by value were Amgen Inc ($2.29M), Home Depot, Inc. ($2.09M), Walmart Inc. ($1.45M). It exited 80 positions entirely.
From the Form 13F-HR reports Aaron Wealth Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.