account_balance

Investment manager · 13F filer · SEC CIK 1812198

Aaron Wealth Advisors LLC

Reported value$2.04Bas of Sep 30, 2026
Positions687 83 new, 84 sold out
Top 10 weight44.0%IEFA alone is 8%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IEFA iShares Tr 8.1% Added +6%
NVDA NVIDIA Corp 7.4% Held
VONV Vanguard Scottsdale FDS 4.9% Trimmed −5%
VONG Vanguard Scottsdale FDS 4.9% Trimmed −3%
AMGN Amgen Inc 3.5% Trimmed −3%AAPL Apple Inc. 3.4% Added +3%MBX MBX Biosciences, Inc. 3.4% Held
IEMG iShares Inc 3.1% Added +6%
GUNR Flexshares Tr 3.0% Held
MSFT Microsoft Corp 2.3% Trimmed −2%
VBR Vanguard Index FDS 1.7% Added +3%
VBK Vanguard Index FDS 1.6% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 16, 2026 filing
add_circleNew
arrow_upwardAdded
  • Berkshire Hathaway Inc +540%
  • KLAC +51%
  • IWD +28%
  • PLTR +17%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist