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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

InvestmentPortfolio %Reported Value
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 4.83%
7.91%
$155.582M
1.611M shares@ $96.59 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.56%
6.74%
$132.615M
662,775 shares@ $200.1 avg price
VONV
Vanguard Russell 1000 Value
Recent Activity
Decreased -10.17%
5.28%
$103.789M
976,287 shares@ $106.32 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Decreased -7.54%
5.19%
$101.982M
797,921 shares@ $127.82 avg price
MBX
Mbx Biosciences Inc
Recent Activity
Decreased -0.03%
3.28%
$64.463M
1.168M shares@ $55.21 avg price
AMGN
Amgen Inc
Recent Activity
Decreased -0.5%
3.2%
$62.955M
173,851 shares@ $362.12 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 14.21%
3.09%
$60.755M
733,400 shares@ $82.85 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.68%
3.01%
$59.168M
204,480 shares@ $289.37 avg price
GUNR
Flexshares Global Upstream N
Recent Activity
Increased 5.45%
2.82%
$55.453M
1.125M shares@ $49.29 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.3%
1.81%
$35.597M
95,430 shares@ $373.03 avg price

1-10 of 688