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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001812198

Aaron Wealth Advisors LLC

Chicago, IL · File #028-20567

Latest AUM
$1.83B
Positions
675
Top-10 Concentration
61.1%
Filings
12

Sector Allocation

Technology
22.5%$412.4M
Healthcare
7.7%$141.5M
Industrials
3.4%$61.9M
Financials
2.6%$46.9M
Materials
1.5%$27.3M
Energy
1.1%$19.2M
Utilities
0.6%$10.3M
Real Estate
0.2%$3.6M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR46436E7181,158,134$116.3M9.50%
2ISHARES TR46432F8421,297,594$116.1M9.48%
3NVIDIA CORPORATIONNVDA526,042$98.1M8.01%
4VANGUARD SCOTTSDALE FDS92206C680721,331$87.8M7.17%
5VANGUARD SCOTTSDALE FDS92206C714876,547$80.9M6.61%
6APPLE INCAAPL234,058$63.6M5.20%
7AMGEN INCAMGN165,841$54.3M4.43%
8MICROSOFT CORPMSFT107,077$51.8M4.23%
9FLEXSHARES TRFLEX941,998$43.2M3.53%
10ISHARES INC46434G103539,058$36.2M2.96%
11NVIDIA CORPORATIONNVDA175,000$32.6M2.67%
12AMAZON COM INCAMZN129,910$30.0M2.45%
13VANGUARD INDEX FDS922908611138,251$29.3M2.39%
14ALPHABET INCGOOG84,645$26.5M2.16%
15VANGUARD INDEX FDS92290859587,472$26.4M2.16%
16FIRST TR EXCHANGE-TRADED FD33739Q200458,338$22.9M1.87%
17ALPHABET INCGOOG64,111$20.1M1.64%
18META PLATFORMS INCMETA28,108$18.6M1.52%
19BROADCOM INCAVGO53,214$18.4M1.50%
20SPDR S&P 500 ETF TRSPY23,918$16.3M1.33%