Aaron Wealth Advisors LLC

$1.8B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1812198 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $1.8B
ALL retained default holdings for this (filer, period), including NULL-value ones: 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

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	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 `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL 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 `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$23.0M	+239,124	$116M	$139M	1,297,594	1,536,718
position key `sid:sec:prov:599b4902e0ef3c89bb90ee03eb1fde93` · issuer key `cusip6:92206C` VNG RUS1000VAL	ADD	+$21.0M	+210,367	$80.9M	$102M	876,547	1,086,914
position key `sid:sec:prov:022b6f6e9b6589eae61ef0e7f47b8f6a` · issuer key `cusip6:92206C` VNG RUS1000GRW	ADD	+$6.8M	+141,741	$87.8M	$94.7M	721,331	863,072
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$13.7M	−41,897	$98.1M	$84.4M	526,042	484,145
position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `cusip6:46436E` 0-3 MNTH TREASRY	TRIM	−$51.1M	−510,753	$116M	$65.2M	1,158,134	647,381
position key `pos:11671` · issuer key `iss:122` COM	ADD	+$7.2M	+8,894	$54.3M	$61.5M	165,841	174,735
position key `sid:sec:prov:963e6ee2489ee1e4d72ca0024ec5c72f` · issuer key `cusip6:33939L` MORNSTAR UPSTR	ADD	+$15.7M	+125,132	$43.2M	$58.9M	941,998	1,067,130
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$12.6M	−32,944	$63.6M	$51.0M	234,058	201,114
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	ADD	+$8.6M	+103,115	$36.2M	$44.8M	539,058	642,173
position key `sid:sec:prov:1910147dd0682cb840152de5838d5484` · issuer key `cusip6:55287L` COM	ADD	+$32.7M	+1,098,176	$2.2M	$34.9M	70,000	1,168,176
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$17.3M	−13,791	$51.8M	$34.5M	107,077	93,286
position key `pos:16562` · issuer key `cusip6:922908` SM CP VAL ETF	ADD	+$3.5M	+12,726	$29.3M	$32.8M	138,251	150,977
position key `pos:11794` · issuer key `cusip6:33739Q` FST LOW OPPT EFT	ADD	+$7.5M	+151,890	$22.9M	$30.4M	458,338	610,228
position key `sid:sec:prov:e1fd18a8d58c43ad5ed9af37714bdfaa` · issuer key `cusip6:922908` SML CP GRW ETF	ADD	+$2.9M	+9,674	$26.4M	$29.4M	87,472	97,146
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$4.2M	−7,239	$26.5M	$22.3M	84,645	77,406
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$8.1M	−25,042	$30.0M	$21.8M	129,910	104,868
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	ADD	+$7.3M	+18,077	$10.2M	$17.4M	33,522	51,599
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$3.8M	−7,231	$20.1M	$16.3M	64,111	56,880
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$790K	−53	$16.3M	$15.5M	23,918	23,865
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$4.8M	−9,120	$18.4M	$13.6M	53,214	44,094
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$3.2M	−5,156	$15.9M	$12.7M	31,586	26,430
position key `sid:sec:prov:eb11957556eab0cacc746a859a95bc41` · issuer key `cusip6:74347B` DJ BRKFLD GLB	ADD	+$1.8M	+11,493	$10.6M	$12.4M	194,850	206,343
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	−$49.9K	−11,410	$11.8M	$11.8M	106,306	94,896
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$7.1M	−8,089	$18.6M	$11.5M	28,108	20,019
position key `pos:17598` · issuer key `iss:1013` SHRT NAT MUN ETF	ADD	+$381K	+3,757	$10.4M	$10.8M	97,296	101,053
position key `pos:10501` · issuer key `iss:779` CL B	TRIM	−$1.4M	−55,860	$12.1M	$10.7M	238,094	182,234
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$4.9M	−6,072	$15.5M	$10.6M	34,526	28,454
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$2.8M	−943	$13.1M	$10.4M	12,196	11,253
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$2.7M	−5,277	$13.0M	$10.3M	40,218	34,941
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$1.4M	−591	$8.5M	$10.0M	41,305	40,714
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$2.8M	−373	$7.1M	$9.9M	58,996	58,623
position key `pos:13432` · issuer key `iss:411` COM	TRIM	+$1.5M	−247	$7.1M	$8.6M	12,320	12,073
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$3.2M	−6,188	$9.7M	$6.5M	27,605	21,417
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	TRIM	+$50.9K	−193	$6.1M	$6.1M	63,299	63,106
position key `pos:15008` · issuer key `iss:318` COM	ADD	+$678K	+288	$5.3M	$6.0M	98,409	98,697
position key `pos:11625` · issuer key `iss:2284` N Y REGISTRY SHS	ADD	+$2.1M	+936	$3.7M	$5.9M	3,497	4,433
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$864K	+134	$4.7M	$5.6M	5,449	5,583
position key `sid:sec:prov:303540766d2ecf333f46440f72a108ab` · issuer key `cusip6:92206C` VNG RUS1000IDX	TRIM	−$2.5M	−7,431	$7.9M	$5.3M	25,517	18,086
position key `pos:14157` · issuer key `iss:149` COM	TRIM	+$1.3M	−192	$4.0M	$5.3M	15,562	15,370
position key `pos:11944` · issuer key `iss:454` COM	TRIM	−$478K	−6,697	$5.7M	$5.2M	73,857	67,160
position key `pos:15221` · issuer key `iss:1228` COM	ADD	+$776K	+133	$4.0M	$4.8M	13,953	14,086
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	TRIM	−$438K	−325	$5.2M	$4.7M	8,244	7,919
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$1.2M	−4,342	$5.8M	$4.6M	25,340	20,998
position key `pos:10455` · issuer key `iss:1091` COM NEW	TRIM	−$6.1K	−5,285	$4.5M	$4.5M	26,438	21,153
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$39.4K	+44	$4.2M	$4.2M	29,342	29,386
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	TRIM	−$491K	−51	$4.7M	$4.2M	10,002	9,951
position key `pos:15626` · issuer key `iss:1529` COM	TRIM	−$9.8K	−1,174	$4.2M	$4.2M	22,807	21,633
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$1.0M	−9,230	$5.0M	$4.0M	90,932	81,702
position key `pos:17201` · issuer key `iss:1208` COM	ADD	+$677K	+573	$3.3M	$4.0M	4,026	4,599
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$2.9M	−4,063	$6.9M	$4.0M	12,027	7,964
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$254K	+1,670	$3.7M	$3.9M	38,981	40,651
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$828K	−1,292	$3.1M	$3.9M	20,103	18,811
position key `pos:14916` · issuer key `iss:1946` COM	TRIM	+$141K	−126	$3.7M	$3.8M	16,820	16,694
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	TRIM	−$503K	−113	$4.3M	$3.8M	8,885	8,772
position key `pos:17700` · issuer key `iss:1012` RUS 1000 VAL ETF	TRIM	+$26.4K	−156	$3.8M	$3.8M	17,929	17,773
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	TRIM	−$368K	−272	$4.1M	$3.7M	6,004	5,732
position key `pos:12696` · issuer key `iss:1845` COM	TRIM	−$602K	−1,155	$4.3M	$3.7M	53,060	51,905
position key `pos:12445` · issuer key `iss:1405` CL A	TRIM	−$2.3M	−8,282	$6.0M	$3.7M	33,578	25,296
position key `pos:14360` · issuer key `iss:1327` SPONSORED ADR	ADD	+$962K	+4,376	$2.7M	$3.7M	19,719	24,095
position key `pos:11938` · issuer key `iss:834` COM	TRIM	−$263K	−138	$3.9M	$3.6M	4,438	4,300
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$202K	−1,303	$3.4M	$3.6M	49,088	47,785
position key `pos:16349` · issuer key `iss:867` SPON ADR NEW	ADD	+$994K	+10,538	$2.6M	$3.6M	32,564	43,102
position key `pos:11621` · issuer key `iss:1253` COM NEW	TRIM	−$400K	−717	$3.9M	$3.5M	21,730	21,013
position key `pos:14924` · issuer key `iss:1013` MSCI ACWI EX US	TRIM	+$52.7K	−214	$3.4M	$3.4M	50,245	50,031
position key `pos:10715` · issuer key `iss:916` COM	ADD	−$51.2K	+305	$3.4M	$3.4M	9,958	10,263
position key `pos:12492` · issuer key `iss:810` COM NEW	TRIM	−$1.5M	−4,010	$4.9M	$3.3M	15,757	11,747
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$279K	−1,232	$3.0M	$3.3M	28,421	27,189
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$1.2M	−835	$4.5M	$3.3M	22,990	22,155
position key `pos:16096` · issuer key `iss:1206` COM	TRIM	−$268K	−1,055	$3.5M	$3.3M	11,524	10,469
position key `pos:15168` · issuer key `iss:456` COM NEW	TRIM	−$276K	−1,561	$3.5M	$3.2M	30,218	28,657
position key `pos:14503` · issuer key `iss:1578` SPON ADS	ADD	+$1.4M	+10,078	$1.8M	$3.2M	24,393	34,471
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$1.1M	+458	$2.1M	$3.2M	3,200	3,658
position key `pos:14060` · issuer key `iss:47` COM	TRIM	−$391K	−1,042	$3.6M	$3.2M	16,648	15,606
position key `pos:15198` · issuer key `iss:1445` COM	TRIM	−$255K	−2,169	$3.4M	$3.1M	20,918	18,749
position key `pos:16131` · issuer key `iss:1632` COM	TRIM	−$614K	−4,206	$3.7M	$3.1M	36,896	32,690
position key `pos:11688` · issuer key `iss:1955` COM	TRIM	−$819K	−3,303	$3.8M	$3.0M	40,917	37,614
position key `pos:17839` · issuer key `iss:2093` SHS	TRIM	+$227K	−310	$2.7M	$3.0M	8,622	8,312
position key `pos:10184` · issuer key `iss:1579` COM	TRIM	+$317K	−234	$2.6M	$2.9M	11,705	11,471
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	+$43.5K	−436	$2.9M	$2.9M	18,574	18,138
position key `pos:15694` · issuer key `iss:72` SPONSORED ADS	ADD	+$759K	+8,461	$2.1M	$2.9M	14,301	22,762
position key `pos:10136` · issuer key `iss:990` COM	ADD	−$189K	+1,467	$3.0M	$2.8M	10,112	11,579
position key `pos:12681` · issuer key `iss:2154` SHS	ADD	+$470K	+188	$2.3M	$2.8M	5,431	5,619
position key `pos:10600` · issuer key `iss:821` COM	TRIM	+$187K	−1,089	$2.5M	$2.7M	20,367	19,278
position key `pos:18187` · issuer key `iss:1040` COM NEW	TRIM	+$225K	−191	$2.4M	$2.6M	1,968	1,777
position key `sid:sec:prov:14168e59577343097d860686c7d4f021` · issuer key `cusip6:456837` SPONSORED ADR	ADD	+$233K	+15,119	$2.3M	$2.5M	82,641	97,760
position key `pos:16115` · issuer key `iss:1869` COM	TRIM	−$975K	−1,339	$3.4M	$2.4M	10,286	8,947
position key `sid:sec:prov:54feb8f2a0a7a78d5aa43db032dd571f` · issuer key `cusip6:892331` ADS	ADD	+$336K	+2,002	$2.1M	$2.4M	9,605	11,607
position key `pos:11666` · issuer key `iss:1238` SPONSORED ADS	ADD	+$668K	+32,364	$1.7M	$2.4M	107,170	139,534
position key `pos:10330` · issuer key `iss:1250` COM	TRIM	−$556K	−5,471	$2.9M	$2.4M	38,001	32,530
position key `pos:10434` · issuer key `iss:482` COM	TRIM	−$2.0K	−2,173	$2.3M	$2.3M	29,499	27,326
position key `pos:11393` · issuer key `iss:545` COM	TRIM	+$117K	−3	$2.2M	$2.3M	4,302	4,299
position key `pos:16441` · issuer key `iss:16` COM	TRIM	+$118K	−8,551	$2.2M	$2.3M	88,266	79,715
position key `pos:14307` · issuer key `iss:127` COM	TRIM	+$300K	−147	$2.0M	$2.3M	7,386	7,239
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$779K	−643	$3.1M	$2.3M	5,268	4,625
position key `pos:16805` · issuer key `iss:997` COM NEW	TRIM	−$1.3M	−1,377	$3.6M	$2.3M	6,280	4,903
position key `pos:10586` · issuer key `iss:1908` COM	ADD	+$18.7K	+117	$2.2M	$2.3M	4,925	5,042
position key `pos:10793` · issuer key `iss:195` COM	TRIM	−$905K	−1,206	$3.1M	$2.2M	12,208	11,002
position key `pos:16439` · issuer key `iss:520` COM	ADD	+$809K	+182	$1.4M	$2.2M	16,193	16,375
position key `pos:12969` · issuer key `iss:226` ADR	ADD	+$510K	+50,967	$1.7M	$2.2M	145,198	196,165
position key `pos:10621` · issuer key `iss:258` SPONSORED ADS	ADD	+$942K	+9,483	$1.2M	$2.2M	20,424	29,907

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
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	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 `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:15642` · issuer key `iss:1334` COM PUT	NO CHANGE	−$2.1M	$32.6M	$30.5M	175,000	175,000
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$183K	$3.8M	$3.6M	5	5
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	NO CHANGE	+$16.6K	$2.2M	$2.2M	9,010	9,010
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	NO CHANGE	−$86.7K	$1.4M	$1.3M	2,334	2,334
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	NO CHANGE	−$56.9K	$1.3M	$1.3M	3,934	3,934
position key `pos:13746` · issuer key `iss:1012` S&P 500 GRWT ETF	NO CHANGE	−$91.4K	$1.1M	$1.0M	9,003	9,003
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	NO CHANGE	+$4.2K	$782K	$786K	14,542	14,542
position key `pos:10899` · issuer key `iss:1013` MSCI ACWI ETF	NO CHANGE	−$16.7K	$759K	$742K	5,366	5,366
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	NO CHANGE	+$22.4K	$702K	$724K	4,888	4,888
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	NO CHANGE	−$6.9K	$661K	$654K	2,278	2,278
position key `sid:sec:prov:e04b324bdcb1c228a6c7318dc8c6ce46` · issuer key `cusip6:37954Y` GLB X MLP ENRG I	NO CHANGE	+$110K	$497K	$608K	8,219	8,219
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	NO CHANGE	−$42.6K	$573K	$530K	760	760
position key `pos:17452` · issuer key `iss:1604` UT SER 1	NO CHANGE	−$18.3K	$506K	$487K	1,052	1,052
position key `pos:12549` · issuer key `iss:1013` EAFE VALUE ETF	NO CHANGE	+$18.1K	$440K	$459K	6,167	6,167
position key `sid:sec:prov:289fd77cff0bea4df9fd29b502d34b12` · issuer key `cusip6:92790A` NEWFLEET ABS MBS	NO CHANGE	−$1.4K	$444K	$442K	18,295	18,295
position key `sid:sec:prov:56b05b23603c017e287f8db59897c4bd` · issuer key `cusip6:47103U` HENDRSON AAA CL	NO CHANGE	−$1.8K	$432K	$430K	8,541	8,541
position key `sid:sec:prov:4bf4a03276865e7070ffcb8527bf98a8` · issuer key `cusip6:922908` MCAP GR IDXVIP	NO CHANGE	−$36.0K	$461K	$425K	1,651	1,651
position key `sid:sec:prov:5248ee4dfbb553978de6970665a45b85` · issuer key `cusip6:922042` FTSE PACIFIC ETF	NO CHANGE	+$27.4K	$338K	$366K	3,743	3,743
position key `sid:sec:prov:1045414298c87b527364349cd08f87a9` · issuer key `cusip6:38150K` UNIT	NO CHANGE	+$24.4K	$285K	$309K	6,700	6,700
position key `pos:11469` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$1.6K	$304K	$305K	4,688	4,688
position key `sid:sec:prov:844aafb4b5660c83a1161d6698446521` · issuer key `cusip6:61774R` CALVERT US LARCP	NO CHANGE	−$14.7K	$296K	$282K	3,517	3,517
position key `sid:sec:prov:86389c4200f754b017d2158be1c9a4c1` · issuer key `cusip6:67092P` NUVEEN ESG US	NO CHANGE	−$1.7K	$268K	$267K	12,003	12,003
position key `pos:14221` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	−$11.2K	$245K	$234K	3,055	3,055
position key `pos:18043` · issuer key `cusip6:46434V` CORE DIV GRWTH	NO CHANGE	+$2.5K	$224K	$226K	3,224	3,224
position key `pos:16516` · issuer key `iss:1012` RUS 2000 GRW ETF	NO CHANGE	−$6.1K	$215K	$209K	667	667
position key `pos:16646` · issuer key `iss:1429` COM	NO CHANGE	+$3.6K	$188K	$192K	12,778	12,778
position key `sid:sec:prov:7610d7ded9aa2dbb317b32e64a65a2f4` · issuer key `cusip6:53656F` ROUNDHILL BALL	NO CHANGE	−$30.1K	$198K	$168K	10,563	10,563
position key `pos:16795` · issuer key `iss:898` COM	NO CHANGE	+$42.9K	$74.2K	$117K	11,842	11,842
position key `sid:sec:prov:05937aba4ce92b128af1dbba8d10131b` · issuer key `cusip6:690469` COM	NO CHANGE	+$6.6K	$18.3K	$24.9K	11,234	11,234
position key `pos:14652` · issuer key `iss:1032` COM	NO CHANGE	−$17.8K	$35.9K	$18.1K	14,574	14,574
position key `pos:16811` · issuer key `iss:75` COM CL A	NO CHANGE	−$37.8K	$53.9K	$16.1K	27,632	27,632

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 657 issuers · $1.8B disclosed value over 691 rows · 0 undisclosed-value 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

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 59.6%below median 80.0%
Concentration index: 234 bpsbelow median 446 bps
Positions with value: 691 / 691median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 59.6% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 234 · QoQ moves: 772

Filing history

AVAILABLE QUARTERS

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

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

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

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

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 been changed or closed before you ever see it, and is older still by however long ago that 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 with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), 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 (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).