Aaron Wealth Advisors
Aaron Wealth Advisors reported 687 stocks worth $2B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are IEFA (8.1%), NVDA (7.4%) and VONV (4.9%). Compared with Q2 2026, the fund opened new positions in XOM, added to IEFA, NVDA and AAPL, trimmed VONV, VONG and AMGN and sold out of XOM, OKE and SYK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IEFA Ishares TR | $165M | 8.1% | 1.7M | +97K (+6%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $152M | 7.4% | 665K | +2,422 (+0%) | 8 of 8 | |
| 3 |  VONV Vanguard Russell 1000 Value ETF | $101M | 4.9% | 927K | −49K (−5%) | 8 of 8 | |
| 4 |  VONG Vanguard Russell 1000 | $100M | 4.9% | 776K | −22K (−3%) | 8 of 8 | |
| 5 |  AMGN Amgen Inc | $71M | 3.5% | 168K | −5,442 (−3%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $70.1M | 3.4% | 211K | +6,124 (+3%) | 8 of 8 | |
| 7 |  MBX Mbx Biosciences Inc | $68.9M | 3.4% | 1.2M | +7,972 (+1%) | 7 of 8 | |
| 8 |  IEMG Ishares Inc | $63.3M | 3.1% | 780K | +46K (+6%) | 8 of 8 | |
| 9 |  GUNR Flexshares TR | $60.3M | 3.0% | 1.1M | +18K (+2%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $47.8M | 2.3% | 93K | −2,215 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $8.1M | 59K |
 OKE Oneok Inc New | $907K | 10K |
 SYK Stryker Corporation | $869K | 2,760 |
 TSN Tyson Foods Inc | $718K | 13K |
 FITB Fifth Third Bancorp | $696K | 12K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Aaron Wealth Advisors 13F FAQ
What does Aaron Wealth Advisors own?
Aaron Wealth Advisors reported 687 stocks worth $2B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are IEFA (8.1%), NVDA (7.4%) and VONV (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did Aaron Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 87 new positions, 306 added to, 257 trimmed and 88 sold out. New positions include XOM. It sold all of XOM, OKE and SYK.
When will Aaron Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Aaron Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.