Bill Andrakakos
Aaron Wealth Advisors Llc
Assets Managed
$1.969B
Holdings
688
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
11.78%(2Q avg: 4.02%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Aaron Wealth Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 688 positions.
Assets under management
The assets under management (AUM) of Aaron Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.969B in assets, with a quarterly growth rate of 11.78% and a 2-quarter average growth rate of 4.02%. The portfolio is managed by Bill Andrakakos, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IEFA Ishares Core Msci Eafe Etf
| 7.91% | $155.582M 1.611M shares@ $96.59 avg price | Increased 4.83% |
NVDA Nvidia Corp
| 6.74% | $132.615M 662,775 shares@ $200.1 avg price | Increased 0.56% |
VONV Vanguard Russell 1000 Value
| 5.28% | $103.789M 976,287 shares@ $106.32 avg price | Decreased -10.17% |
VONG Vanguard Russell 1000 Growth
| 5.19% | $101.982M 797,921 shares@ $127.82 avg price | Decreased -7.54% |
MBX Mbx Biosciences Inc
| 3.28% | $64.463M 1.168M shares@ $55.21 avg price | Decreased -0.03% |
AMGN Amgen Inc
| 3.2% | $62.955M 173,851 shares@ $362.12 avg price | Decreased -0.5% |
IEMG Ishares Core Msci Emerging
| 3.09% | $60.755M 733,400 shares@ $82.85 avg price | Increased 14.21% |
AAPL Apple Inc
| 3.01% | $59.168M 204,480 shares@ $289.37 avg price | Increased 1.68% |
GUNR Flexshares Global Upstream N
| 2.82% | $55.453M 1.125M shares@ $49.29 avg price | Increased 5.45% |
MSFT Microsoft Corp
| 1.81% | $35.597M 95,430 shares@ $373.03 avg price | Increased 2.3% |
1-10 of 688