Institutional Fund
Aaron Wealth Advisors LLC
Chicago, ILCIK 18121985 filings on record
Portfolio Value
$1.73B
Q1 2026
Holdings
690
Reported positions
New Buys
97
Opened this quarter
QoQ Change
-3.7%
from $1.80B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr8.0%
- Vanguard Scottsdale Fds5.9%
- Vanguard Scottsdale Fds5.5%
- Nvidia Corporation4.9%
- Ishares Tr3.8%
- Amgen Inc3.6%
- Other68.4%
Portfolio Holdings
690 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.54M | $139.12M | 8.0% | +239.1K | Added |
| 2 | Vanguard Scottsdale Fds | 1.09M | $101.89M | 5.9% | +210.4K | Added |
| 3 | Vanguard Scottsdale Fds | 863.1K | $94.67M | 5.5% | +141.7K | Added |
| 4 | Nvidia Corporation | 484.1K | $84.44M | 4.9% | −41.9K | Reduced |
| 5 | Ishares Tr | 647.4K | $65.17M | 3.8% | −510.8K | Reduced |
| 6 | Amgen Inc | 174.7K | $61.48M | 3.6% | +8.9K | Added |
| 7 | Flexshares Tr | 1.07M | $58.86M | 3.4% | +125.1K | Added |
| 8 | Apple Inc | 201.1K | $51.04M | 2.9% | −32.9K | Reduced |
| 9 | Ishares Inc | 642.2K | $44.79M | 2.6% | +103.1K | Added |
| 10 | Mbx Biosciences Inc | 1.17M | $34.87M | 2.0% | +1.10M | Added |
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