13F
中
← All fund report cards

Aaron Wealth Advisors LLC

13F equity value
$1.7B
Positions
690
Top 10 concentration
42.5%
Quarters / total new picks
20 / 1,311
13F equity value over time
$0M$4B$7B2020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 20 quarters, returned +2.1% per quarter — versus +1.8% per quarter from simply owning every 13F stock. It beat that baseline in only 60.0% of quarters (excess t = -1.13, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-1.3%
t-stat
-1.13
Quarterly win rate
60%
Annualized excess
+1.9%
$1 → follow vs universe
$1.47 vs $1.34
Cumulative return: $1 invested in new picks vs universe
1.00 20210331: universe 1.00920210630: universe 1.09020210930: universe 0.97820211231: universe 0.83220220331: universe 0.89420220630: universe 0.82820220930: universe 0.88920221231: universe 0.82620230331: universe 0.87020230630: universe 0.83920230930: universe 0.95220231231: universe 0.99520240331: universe 1.01720240630: universe 1.11020240930: universe 1.10020241231: universe 1.02720250331: universe 1.11920250630: universe 1.15520250930: universe 1.29820251231: universe 1.343 20210331: follow 1.02720210630: follow 1.15020210930: follow 1.08720211231: follow 0.94620220331: follow 0.98420220630: follow 0.98620220930: follow 1.03820221231: follow 1.02520230331: follow 1.06420230630: follow 1.05420230930: follow 1.09420231231: follow 1.16820240331: follow 1.18220240630: follow 1.32420240930: follow 1.31820241231: follow 1.25720250331: follow 1.28020250630: follow 1.32820250930: follow 1.49020251231: follow 1.466 0.76 1.18 1.61 20212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 690 · 2026 Q1

Ticker Value Weight QoQ
IEFA $139M
8.0%
ADD
VONV $102M
5.9%
ADD
VONG $95M
5.5%
ADD
NVDA $84M
4.9%
TRIM
SGOV $65M
3.8%
TRIM
AMGN $61M
3.5%
ADD
GUNR $59M
3.4%
ADD
AAPL $51M
2.9%
TRIM
IEMG $45M
2.6%
ADD
MBX $35M
2.0%
ADD
MSFT $35M
2.0%
TRIM
VBR $33M
1.9%
ADD
LMBS $30M
1.8%
ADD
VBK $29M
1.7%
ADD
GOOGL $22M
1.3%
TRIM
AMZN $22M
1.3%
TRIM
TSM $17M
1.0%
ADD
GOOG $16M
0.9%
TRIM
SPY $16M
0.9%
HOLD
AVGO $14M
0.8%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

ADTALCAMCRAPAAPDASTSBCEBDXBEKEBGBIIBBURLCAVACFCHDCHTCNPCRSCSXCTRACVRXCWENDARDSGXEAEMAEQNREXLSFCNFCPT

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.