Aaron Wealth Advisors LLC ETF holdings
Chicago, IL
Reported $707.6M in 70 ETFs in its Form 13F for June 30, 2026.
ETF value
$707.6M
ETFs held
70
Change from prior quarter
+0.8%
With price moves
ETFs as a share of its 13F
35.9%
of $2.0B
Top 10 of 70 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IEFA | iShares Core MSCI EAFE ETF | $155.6M | 1,610,916 | +74,198 shares |
| VONV | Vanguard Russell 1000 Value ETF | $103.8M | 976,287 | −110,627 shares |
| VONG | Vanguard Russell 1000 Growth ETF | $102.0M | 797,921 | −65,151 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $60.8M | 733,400 | +91,227 shares |
| GUNR | Northern Trust Morningstar Global Upstream Natural Resources ETF | $55.5M | 1,125,256 | +58,126 shares |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | $35.5M | 96,959 | −187 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $34.5M | 142,094 | −8,883 shares |
| LMBS | First Trust Low Duration Opportunities ETF | $30.9M | 619,993 | +9,765 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $23.3M | 31,147 | +7,282 shares |
| TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | $12.6M | 213,382 | +7,039 shares |
60 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001812198. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Aaron Wealth Advisors LLC own?
Aaron Wealth Advisors LLC reported 70 ETF positions worth $707.6M in its Form 13F for June 30, 2026. The largest was IEFA, at $155.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.