1y return+20.1%S&P 500 +20.9%
3y return+56.6%S&P 500 +68.5%
5y return+36.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $150 against $200 in the S&P 500.2
Aaron Wealth Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IEFAIshares Tr | $155.6M | 7.9% | +4.8% |
| NVDANvidia Corporation | $132.6M | 6.7% | +36.9% |
| VONVVanguard Scottsdale Fds | $103.8M | 5.3% | −10.2% |
| VONGVanguard Scottsdale Fds | $102.0M | 5.2% | −7.5% |
| MBXMbx Biosciences Inc | $64.5M | 3.3% | |
| AMGNAmgen Inc | $63.0M | 3.2% | |
| IEMGIshares Inc | $60.8M | 3.1% | +14.2% |
| AAPLApple Inc | $59.2M | 3.0% | +1.7% |
| GUNRFlexshares Tr | $55.5M | 2.8% | +5.4% |
| MSFTMicrosoft Corp | $35.6M | 1.8% | +2.3% |
| VBKVanguard Index Fds | $35.5M | 1.8% | |
| VBRVanguard Index Fds | $34.5M | 1.8% | −5.9% |
| LMBSFirst Tr Exchange-traded Fd | $30.9M | 1.6% | +1.6% |
| GOOGLAlphabet Inc | $28.6M | 1.5% | +3.4% |
| TSMTaiwan Semiconductor Manufac | $28.6M | 1.5% | +16.1% |
| AMZNAmazon Com Inc | $27.2M | 1.4% | +8.8% |
| SPYState Str Spdr S&p 500 Etf T | $23.3M | 1.2% | +30.5% |
| GOOGAlphabet Inc | $19.6M | 1.0% | −2.6% |
| AVGOBroadcom Inc | $17.6M | 0.9% | +5.4% |
| MUMicron Technology Inc | $16.1M | 0.8% | |
| LLYEli Lilly & Co | $13.8M | 0.7% | +2.5% |
| TOLZProshares Tr | $12.6M | 0.6% | +3.4% |
| CATCaterpillar Inc | $12.6M | 0.6% | −2.3% |
| BRK/BBerkshire Hathaway Inc Del | $12.5M | 0.6% | −5.5% |
| METAMeta Platforms Inc | $12.1M | 0.6% | +7.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $132.6M |
| MBXMbx Biosciences Inc | March 31, 2025 | +648.0% | $64.5M |
| AMATApplied Matls Inc | December 31, 2022 | +642.5% | $11.1M |
| LLYEli Lilly & Co | December 31, 2020 | +610.4% | $13.8M |
| AMDAdvanced Micro Devices Inc | December 31, 2020 | +533.4% | $10.2M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $8.7M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $17.6M |
| CATCaterpillar Inc | March 31, 2021 | +359.3% | $12.6M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $28.6M |
| TSMTaiwan Semiconductor Manufac | March 31, 2021 | +303.8% | $28.6M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.3M
- Clearwater Analytics Hldgs ICUSIP 185123106 was $1.3M
- Carnival CorpCUSIP 143658300 was $765K
- CTSHCognizant Technology Solutio was $678K
- INGRIngredion Inc was $566K
- LOPEGrand Canyon Ed Inc was $518K
- MSIMotorola Solutions Inc was $479K
- Thomson Reuters CorpCUSIP 884903808 was $478K
- Dupont De Nemours IncCUSIP 26614N102 was $476K
- EXLSExlservice Hldgs Inc was $473K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.9% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | −0.6% | −4.6% |
| December 31, 2024 | −3.1% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +2.2% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +10.9% | +11.2% |
| September 30, 2023 | −2.1% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +5.3% | +7.0% |
| December 31, 2022 | +7.7% | +7.1% |
| September 30, 2022 | −6.5% | −5.3% |
| June 30, 2022 | −19.7% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +4.8% | +10.7% |
| September 30, 2021 | −1.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Aaron Wealth Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1812198&type=13F-HR&dateb=&owner=include&count=40CIK 1812198
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1812198/000117266126002640/Filed July 16, 2026 · accession 0001172661-26-002640