Aaron Wealth Advisors LLC
Annual return '25
+26.5%
SPY '25
+17.7%
Alpha
+8.8ptsvs SPY
Invested
$1.8B
Holdings
689
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IEFA
ISHARES TR
Q4 2025: Exited (was 1.18M shares)
7.9%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +3.9% (73.2k → 76.0k shares)
6.5%
03
$VONV
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 810.3k shares)
5.8%
04
$VONG
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 671.4k shares)
5.4%
05
$SGOV
ISHARES TR
Q4 2025: Exited (was 1.65M shares)
3.7%
06
$AMGN
AMGEN INC
Q4 2025: Exited (was 181.3k shares)
3.5%
07
$GUNR
FLEXSHARES TR
Q4 2025: Exited (was 894.3k shares)
3.3%
08
$AAPL
APPLE INC
Q1 2026: Increased +3.6% (57.6k → 59.7k shares)
2.9%
09
$IEMG
ISHARES INC
Q4 2025: Exited (was 528.1k shares)
2.5%
10
$MBX
MBX BIOSCIENCES INC
Q4 2025: Exited (was 50.0k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.