Aaron Wealth Advisors LLC
SEC Form 13F institutional filer · CIK 0001812198
13F-HR · 365 reported holdings · 2026-03-31
Aaron Wealth Advisors LLC is a registered investment advisor.
Reported long-US-equity value
$1.24B
Top-10 concentration
56.5%
Aaron Wealth Advisors LLC — $1.24B AUM allocation strategy
Aaron Wealth Advisors LLC files SEC Form 13F and reports $1.24B of long US equity value across 365 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 14.8%, followed by Health Care 6.6% and Communication Services 4.0%.
The top 10 holdings account for 56% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Aaron Wealth Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.24B
total across 365 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
56% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VTWO +345K sh · +$25.3M+$IVV +331K sh · +$30.5M+$AMAT +12K sh · +$1.44M
Biggest trims (shares)
−$FCX −55.9K sh · −$1.38M−$NVDA −41.9K sh · −$13.7M−$AAPL −32.9K sh · −$12.6M
Exited to nil (held last quarter, gone now)
$TECH ($732K last qtr)$FOXA ($562K last qtr)$GEN ($534K last qtr)$TROW ($532K last qtr)$BR ($483K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors7.9%—
- Biotechnology5.0%—
- Technology Hardware, Storage & Peripherals4.1%—
- Interactive Media & Services4.0%—
- Systems Software2.7%—
- Broadline Retail1.8%—
- Pharmaceuticals1.6%—
- Multi-Sector Holdings1.0%—
- Other holdings71.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 484K | $84.4M | -41.9K | 6.8% |
| $AMGN | Amgen Inc | 175K | $61.5M | +8.89K | 4.9% |
| $AAPL | Apple Inc | 201K | $51M | -32.9K | 4.1% |
| $MSFT | Microsoft Corporation | 93.3K | $34.5M | -13.8K | 2.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 77.4K | $22.3M | -7.24K | 1.8% |
| $AMZN | Amazon.com Inc | 105K | $21.8M | -25K | 1.8% |
| $GOOGL | Alphabet Inc | 56.9K | $16.3M | -7.23K | 1.3% |
…and 358 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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