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Bill Andrakakos

Aaron Wealth Advisors Llc

Assets Managed
$1.761B
Holdings
690
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-3.73%(2Q avg: 2.34%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Aaron Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 690 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.761B in assets, with a quarterly growth rate of -3.73% and a 2-quarter average growth rate of 2.34%. The portfolio is managed by Bill Andrakakos, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 18.43%
7.9%
$139.119M
1.537M shares@ $90.54 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -5.97%
6.53%
$114.955M
659,145 shares@ $174.41 avg price
VONV
Vanguard Russell 1000 Value
Recent Activity
Increased 24%
5.79%
$101.887M
1.087M shares@ $93.75 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Increased 19.65%
5.38%
$94.67M
863,072 shares@ $109.7 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -44.1%
3.7%
$65.165M
647,381 shares@ $100.66 avg price
AMGN
Amgen Inc
Recent Activity
Increased 5.37%
3.5%
$61.481M
174,735 shares@ $351.86 avg price
GUNR
Flexshares Global Upstream N
Recent Activity
Increased 13.29%
3.35%
$58.863M
1.067M shares@ $55.17 avg price
AAPL
Apple Inc
Recent Activity
Decreased -14.07%
2.9%
$51.041M
201,114 shares@ $253.8 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 19.13%
2.55%
$44.792M
642,173 shares@ $69.76 avg price
MBX
Mbx Biosciences Inc
Recent Activity
Increased 1568.83%
1.98%
$34.87M
1.168M shares@ $29.86 avg price

1-10 of 690