Long-term investor
Aaron Wealth Advisors LLC @aaronwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001812198).
Record
- Tracked since 2025-06-30 (441 days), 83 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year +17.1% · all +17.1%
- Max drawdown n/a · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IEFA · 7.9% · long · since 2025-06-30
- NVDA · 6.7% · long · since 2025-06-30
- VONV · 5.3% · long · since 2025-06-30
- VONG · 5.2% · long · since 2025-06-30
- MBX · 3.3% · long · since 2025-06-30
- AMGN · 3.2% · long · since 2025-06-30
- IEMG · 3.1% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- GUNR · 2.8% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30
- VBK · 1.8% · long · since 2025-06-30
- VBR · 1.8% · long · since 2025-06-30