Aaron Wealth Advisors LLC holds a diversified book of 688 stocks worth $2.0B as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR S&P Og Exp & Prod and trimmed Vanguard Russell 1000 Value. Their largest long position is Ishares Core Msci Eafe ETF at 8% of the equity book.
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Use Arkolith to show Aaron Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
64% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE MSCI EAFE | $155.6M | 1.61M | 7.9% | ▲+4.8% Added · +74K sh | |
| 2 | Nvidia Corporation COM | $132.6M | 662.8K | 6.7% | ▲+37% Added · +179K sh | |
| 3 | Vanguard Scottsdale FDS VNG RUS1000VAL | $103.8M | 976.3K | 5.3% | ▼−10% Reduced · −111K sh | |
| 4 | Vanguard Scottsdale FDS VNG RUS1000GRW | $102.0M | 797.9K | 5.2% | ▼−7.5% Reduced · −65K sh | |
| 5 | MBX Biosciences Inc COM | $64.5M | 1.17M | 3.3% | ▼~0% Reduced · −377 sh | |
| 6 | Amgen Inc COM | $63.0M | 173.9K | 3.2% | ▼−0.5% Reduced · −884 sh | |
| 7 | Ishares Inc CORE MSCI EMKT | $60.8M | 733.4K | 3.1% | ▲+14% Added · +91K sh | |
| 8 | Apple Inc COM | $59.2M | 204.5K | 3.0% | ▲+1.7% Added · +3K sh | |
| 9 | Flexshares TR MORNSTAR UPSTR | $55.5M | 1.13M | 2.8% | ▲+5.4% Added · +58K sh | |
| 10 | Microsoft Corp COM | $35.6M | 95.4K | 1.8% | ▲+2.3% Added · +2K sh | |
| 11 | Vanguard Index FDS SML CP GRW ETF | $35.5M | 97.0K | 1.8% | ▼−0.2% Reduced · −187 sh | |
| 12 | Vanguard Index FDS SM CP VAL ETF | $34.5M | 142.1K | 1.8% | ▼−5.9% Reduced · −9K sh | |
| 13 | First TR Exchange-Traded FD FST LOW OPPT EFT | $30.9M | 620.0K | 1.6% | ▲+1.6% Added · +10K sh | |
| 14 | Alphabet Inc CAP STK CL A | $28.6M | 80.1K | 1.5% | ▲+3.4% Added · +3K sh | |
| 15 | Taiwan Semiconductor Manufac SPONSORED ADS | $28.6M | 59.9K | 1.5% | ▲+16% Added · +8K sh | |
| 16 | Amazon Com Inc COM | $27.2M | 114.1K | 1.4% | ▲+8.8% Added · +9K sh | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $23.3M | 31.1K | 1.2% | ▲+31% Added · +7K sh | |
| 18 | Alphabet Inc CAP STK CL C | $19.6M | 55.4K | 1.0% | ▼−2.5% Reduced · −1K sh | |
| 19 | Broadcom Inc COM | $17.6M | 46.5K | 0.9% | ▲+5.4% Added · +2K sh | |
| 20 | Micron Technology Inc COM | $16.1M | 14.0K | 0.8% | ▼−0.8% Reduced · −106 sh | |
| 21 | Eli Lilly & Co COM | $13.8M | 11.5K | 0.7% | ▲+2.5% Added · +277 sh | |
| 22 | Proshares TR DJ BRKFLD GLB | $12.6M | 213.4K | 0.6% | ▲+3.4% Added · +7K sh | |
| 23 | Caterpillar Inc COM | $12.6M | 11.8K | 0.6% | ▼−2.3% Reduced · −283 sh | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $12.5M | 25.0K | 0.6% | ▼−5.5% Reduced · −1K sh | |
| 25 | Meta Platforms Inc CL A | $12.1M | 21.4K | 0.6% | ▲+7.0% Added · +1K sh | |
| 26 | Tesla Inc COM | $11.7M | 27.9K | 0.6% | ▼−1.9% Reduced · −542 sh | |
| 27 | JPMorgan Chase & Co COM | $11.7M | 35.8K | 0.6% | ▲+2.4% Added · +838 sh | |
| 28 | Ishares TR SHRT NAT MUN ETF | $11.2M | 105.4K | 0.6% | ▲+4.3% Added · +4K sh | |
| 29 | Applied Matls Inc COM | $11.1M | 15.4K | 0.6% | ▲+0.2% Added · +36 sh | |
| 30 | Johnson & Johnson COM | $10.6M | 41.8K | 0.5% | ▲+2.6% Added · +1K sh | |
| 31 | Walmart Inc COM | $10.6M | 93.5K | 0.5% | ▼−1.4% Reduced · −1K sh | |
| 32 | Freeport McMoran Inc CL B | $10.6M | 168.4K | 0.5% | ▼−7.6% Reduced · −14K sh | |
| 33 | Advanced Micro Devices Inc COM | $10.2M | 17.6K | 0.5% | ▲+13% Added · +2K sh | |
| 34 | ASML Hldg NV N Y REGISTRY SHS | $9.5M | 4.8K | 0.5% | ▲+8.2% Added · +365 sh | |
| 35 | Visa Inc COM CL A | $9.2M | 26.9K | 0.5% | ▲+26% Added · +6K sh | |
| 36 | Lam Research Corp COM NEW | $8.7M | 20.0K | 0.4% | ▼−5.3% Reduced · −1K sh | |
| 37 | Exxon Mobil Corp COM | $8.1M | 59.4K | 0.4% | ▲+1.3% Added · +735 sh | |
| 38 | Cisco Sys Inc COM | $7.6M | 64.9K | 0.4% | ▼−3.4% Reduced · −2K sh | |
| 39 | Ishares TR MSCI EAFE ETF | $6.6M | 63.1K | 0.3% | —Held | |
| 40 | Intel Corp COM | $6.3M | 45.3K | 0.3% | ▲+2.0% Added · +907 sh | |
| 41 | Vanguard Scottsdale FDS VNG RUS1000IDX | $6.0M | 17.9K | 0.3% | ▼−1.2% Reduced · −225 sh | |
| 42 | Bristol-Myers Squibb Co COM | $5.8M | 99.9K | 0.3% | ▲+1.2% Added · +1K sh | |
| 43 | Abbvie Inc COM | $5.3M | 21.0K | 0.3% | ▼~0% Reduced · −5 sh | |
| 44 | Vanguard Index FDS S&P 500 ETF SHS | $5.2M | 7.6K | 0.3% | ▼−3.5% Reduced · −280 sh | |
| 45 | Kla Corp COM NEW | $5.2M | 17.3K | 0.3% | ▲+874% Added · +16K sh | |
| 46 | Ishares TR 0-3 MTH TREASURY | $5.1M | 51.0K | 0.3% | ▼−92% Reduced · −596K sh | |
| 47 | Home Depot Inc COM | $5.1M | 14.3K | 0.3% | ▲+40% Added · +4K sh | |
| 48 | Costco Wholesale Corporation COM | $5.0M | 5.3K | 0.3% | ▼−4.5% Reduced · −254 sh | |
| 49 | Ishares TR RUS 1000 GRW ETF | $4.9M | 39.7K | 0.3% | ▲+299% Added · +30K sh | |
| 50 | Mastercard Incorporated CL A | $4.9M | 9.5K | 0.2% | ▲+20% Added · +2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 688 | $2.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 691 | $1.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 675 | $1.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 3, 2025 | 629 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 489 | $978.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 450 | $872.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 449 | $861.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 427 | $839.6M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 22, 2024 | 326 | $720.5M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 25, 2024 | 309 | $697.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 26, 2024 | 256 | $602.9M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 19, 2023 | 258 | $775.3M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 26, 2023 | 252 | $769.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 2, 2023 | 251 | $727.3M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 24, 2023 | 244 | $684.8M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 21, 2022 | 221 | $542.3M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 22, 2022 | 191 | $397.9M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 10, 2022 | 928 | $7.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 21, 2022 | 177 | $357.8M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 21, 2021 | 160 | $354.6M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 29, 2021 | 156 | $303.8M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 29, 2021 | 151 | $272.5M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 4, 2021 | 135 | $273.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.