Aaron Wealth Advisors LLC

RIA/Wealth

Aaron Wealth Advisors LLC is a RIA/Wealth based in Chicago, IL led by Gary Evan Hirschberg, reporting $2.6B in AUM as of Q3 2025 with 42% ETF concentration.

CEOGary Evan Hirschberg

Portfolio Value: $1.7B
Positions: 627
Top Holding: SGOV at 10.04%
Last Reported: Q3 2025

Address515 N. State St., Suite 1770, Chicago, IL, 60654, United States

Top Holdings

Largest long holdings in Aaron Wealth Advisors LLC's portfolio (44.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$166.1M	10.04%	+$166.1M New	— 1.6M shares	Q3 2025 Held for 2 months
2 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$103.4M	6.25%	+$14.8M Bought	— 1.2M shares	Q4 2020 Held for 4y 11m
3 Nvidia NVDA	Semiconductors Technology	$89.5M	5.41%	+$61.5M Bought	0.00% 479.6K shares	Q4 2020 Held for 4y 11m
4 Vanguard Russell 1000 Growth VONG	ETF ETF	$80.9M	4.89%	+$7.2M Bought	— 671.4K shares	Q4 2020 Held for 4y 11m
5 Vanguard Russell 1000 Value ETF VONV	ETF ETF	$72.4M	4.38%	+$7.1M Bought	— 810.3K shares	Q4 2020 Held for 4y 11m
6 Microsoft MSFT	Software - Infrastructure Technology	$51.6M	3.12%	+$17.6M Bought	0.00% 99.6K shares	Q4 2020 Held for 4y 11m
7 Amgen AMGN	Drug Manufacturers - General Healthcare	$51.2M	3.09%	-$1.3M Sold	0.03% 181.3K shares	Q4 2020 Held for 4y 11m
8 Apple AAPL	Consumer Electronics Technology	$47.6M	2.88%	+$18.8M Bought	0.00% 187.0K shares	Q4 2020 Held for 4y 11m
9 FlexShares Global Upstream Natural Resources Index Fund GUNR	ETF ETF	$39.2M	2.37%	+$12.9M Bought	— 894.3K shares	Q4 2020 Held for 4y 11m
10 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$34.8M	2.10%	-$220.6K Sold	— 528.1K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Aaron Wealth Advisors LLC's latest filing

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Market Value

$1.7B

Prior: $978.7M

Q/Q Change

+69.07%

+$676.0M

Net Flows % of MV

+34.27%

Turnover Ratio

20.47%

New Purchases

84 stocks

$203.8M

Added To

329 stocks

+$396.1M

Sold Out Of

35 stocks

$8.7M

Reduced Holdings

96 stocks

-$24.1M

Increased Positions

Position	Shares Δ	Change
1 iShares 0-3 Month Treasury Bond SGOV	New	0 → 1.6M +$166.1M
2 Owens Corning OC	New	0 → 10.4K +$1.5M
3 Toro Company TTC	New	0 → 19.0K +$1.5M
4 AutoNation AN	New	0 → 6.4K +$1.4M
5 Liberty Media Corporation FWONK	New	0 → 13.3K +$1.4M

Decreased Positions

Position	Shares Δ	Change
1 Johnson Controls International JCI	Sold	5.8K → 0 −$612.5K
2 Lennar LEN	Sold	4.2K → 0 −$467.3K
3 Otis Worldwide OTIS	Sold	4.4K → 0 −$434.9K
4 Paychex PAYX	Sold	2.8K → 0 −$410.8K
5 Air Products and Chemicals APD	Sold	1.2K → 0 −$346.7K

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Analytics

Portfolio insights and performance metrics for Aaron Wealth Advisors LLC

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Sector Allocation

ETF

42.10%

Technology

19.30%

Healthcare

7.80%

Financial Services

6.30%

Consumer Cyclical

5.30%

Industrials

4.60%

Communication Services

4.20%

Consumer Defensive

2.80%

Basic Materials

1.80%

Utilities

1.10%

Energy

1.10%

Real Estate

0.70%

Market Cap Distribution

Mega Cap (> $200B)

27.78%

Large Cap ($10B - $200B)

23.12%

Mid Cap ($2B - $10B)

3.34%

Small Cap ($300M - $2B)

0.35%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.12%

N/A (ETF or Unknown)

45.29%

Portfolio Concentration

Top 10 Holdings %

44.52%

Top 20 Holdings %

56.0%

Top 50 Holdings %

68.33%

Top 100 Holdings %

76.61%