AiSiWhale

AI & tech investing

Aaron Wealth Advisors LLC

CIK 1812198

13F filing for Q2 2026・No. 1,657

Holdings
US$1.97B
Quarter change
+US$207.32M
Entries
688
Net bought (estimate)
+US$8.18M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 89
  • Sold out 91
  • Cut 234
  • Added 334
  • Corporate actions 4
  • Unchanged 31

Largest holdings

688 stocks worth US$1.97B, options and bonds left out.

StockThis quarterValueWeight
ISHARES TRCORE MSCI EAFEAddedUS$155.58M7.90%
NVDANvidiaCOMAddedUS$132.61M6.74%
VANGUARD SCOTTSDALE FDSVNG RUS1000VALCutUS$103.79M5.27%
VANGUARD SCOTTSDALE FDSVNG RUS1000GRWCutUS$101.98M5.18%
MBX BIOSCIENCES INCCOMCutUS$64.46M3.27%
AMGNAMGEN INCCOMCutUS$62.95M3.20%
IEMGISHARES INCCORE MSCI EMKTAddedUS$60.75M3.09%
AAPLAppleCOMAddedUS$59.17M3.01%
FLEXSHARES TRMORNSTAR UPSTRAddedUS$55.45M2.82%
MSFTMicrosoftCOMAddedUS$35.6M1.81%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.