Aaron Wealth Advisors LLC

CIK 0001812198 · Q2 2026

13F Equity AUM

$2.0B

+11.8% QoQ

Positions

688

-2 QoQ

AUM Rank

#2,350

Top 19%

Skill Alpha (FF)

-2.7%/yr^ns

No Clear Edge

Rank #6,551 · Top 79%

vs S&P -3.5%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 28.4%Top 10: 42.3%Top 20: 55.6%

IEFA7.9%

NVDA6.7%

VONV5.3%

VONG5.2%

MBX3.3%

AMGN3.2%

IEMG3.1%

AAPL3.0%

GUNR2.8%

MSFT1.8%

Others (678)57.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services43.1%

Technology23.0%

Healthcare11.8%

Industrials4.7%

Consumer Cyclical4.6%

Communication Services4.1%

Consumer Defensive2.4%

Other6.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 688Median: 0.03%Avg: 0.15%

0–0.5%

655(36.7%)

0.5–1%

16(10.4%)

1–3%

9(15.2%)

3–5%

4(12.6%)

5%+

4(25.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 688vs 20 funds

0%Low

688

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New89Increased341Decreased228Exited91

New Positions

XOP0.1%

+7K

CARNIVAL CORP LTD0.0%

+26K

HONEYWELL AEROSPACE …0.0%

+3K

HONEYWELL INTL INC0.0%

+3K

IWB0.0%

+1K

CHKP0.0%

+4K

SMG0.0%

+8K

CUZ0.0%

+20K

WST0.0%

+2K

DRI0.0%

+3K

Increased

IEMG3.1%

+91K(+14%)

IEFA7.9%

+74K(+5%)

GUNR2.8%

+58K(+5%)

MFG0.1%

+51K(+31%)

FLO0.0%

+42K(+109%)

VUG0.2%

+42K(+483%)

IWF0.3%

+30K(+299%)

HDB0.1%

+25K(+67%)

CAG0.0%

+25K(+150%)

KLAC0.3%

+16K(+874%)

Decreased

SGOV0.3%

-596,343(-92%)

VONV5.3%

-110,627(-10%)

VONG5.2%

-65,151(-8%)

CMCSA0.0%

-30,492(-76%)

HBAN0.0%

-19,254(-59%)

INFY0.0%

-14,032(-28%)

GAP0.0%

-13,989(-55%)

FCX0.5%

-13,841(-8%)

SCHW0.1%

-11,290(-35%)

ACWX0.2%

-8,889(-18%)

Exited

-52,902

-5,633

-11,057

-29,572

-3,046

-1,104

-17,279

-5,395

-10,386

EXLS

-15,529

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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