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Aaron Wealth Advisors LLC
Gary Hirschberg · Investment Advisor · Multi-Strategy
Aaron Wealth Advisors LLC is an independent, boutique wealth management firm and registered investment advisor based in Chicago. Founded in 2018 by Gary Hirschberg, a former Goldman Sachs Private Wealth Advisor, the firm operates as a highly personalized shared family office. It caters specifically to ultra-high-net-worth individuals, multi-generational families, and entrepreneurs, focusing on complex financial, lifestyle, and generational needs. The firm is part of the Dynasty Financial Partners network and provides sophisticated investment strategies and tax-efficient planning designed to preserve and grow generational wealth.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +32.2% |
| YTD return | +24.3% |
| Sharpe ratio | 3.29 |
| Win rate | 72% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://aaronwealth.com/ |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 22.5% | +19.1% |
| MBX | MBX Biosciences, Inc. Common Stock | 11.2% | +76.8% |
| AMGN | Amgen Inc | 10.3% | +31.6% |
| AAPL | Apple Inc | 10.1% | +31.5% |
| MSFT | Microsoft Corporation | 7.3% | +0.4% |
| GOOGL | Alphabet Inc Class A | 6.9% | +32.2% |
| AMZN | Amazon.com Inc | 4.5% | +13.3% |
| TSM | Taiwan Semiconductor Manufacturing | 4.0% | +30.4% |
| AVGO | Broadcom Inc | 2.6% | +8.0% |
| BRK-A | Berkshire Hathaway Inc | 2.5% | +1.8% |
| META | Meta Platforms Inc. | 2.2% | +6.9% |
| MU | Micron Technology Inc | 2.1% | +93.3% |
| LLY | Eli Lilly and Company | 2.0% | +29.6% |
| JPM | JPMorgan Chase & Co | 2.0% | +9.2% |
| FCX | Freeport-McMoran Copper & Gold Inc | 1.9% | +71.5% |
| JNJ | Johnson & Johnson | 1.7% | +37.1% |
| TSLA | Tesla Inc | 1.6% | +9.3% |
| V | Visa Inc. Class A | 1.5% | +2.3% |
| WMT | Walmart Inc. Common Stock | 1.5% | +5.9% |
| XOM | Exxon Mobil Corp | 1.5% | -4.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | BRK-A | 2.4% → 2.5% |
| Sep 14, 2026 | BUY | TSLA | 1.5% → 1.6% |
| Sep 14, 2026 | BUY | NVDA | 22.1% → 22.5% |
| Sep 14, 2026 | SELL | AMZN | 4.6% → 4.5% |
| Sep 14, 2026 | BUY | JPM | 1.9% → 2.0% |
Investment Style Analysis
Aaron Wealth Advisors LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $0.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Drug Manufacturers - General sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Aaron Wealth Advisors LLC made a significant move by reducing the position in BRK-A. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Aaron Wealth Advisors follows an investment philosophy centered on independence, objectivity, and sophisticated asset allocation through an open-architecture platform. Utilizing Modern Portfolio Theory, the firm constructs customized, multi-asset class portfolios that include public equities, fixed income, and unique access to private investments. Their strategy prioritizes risk management, tax efficiency, and long-term capital preservation, aligning investment decisions with the specific lifestyle and philanthropic goals of multi-generational families and family offices.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Aaron Wealth Advisors LLC.
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Frequently asked questions
How is the simulated portfolio for Aaron Wealth Advisors LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Aaron Wealth Advisors LLC's largest holding?
As of the latest filing, Aaron Wealth Advisors LLC's top position is NVIDIA Corporation (NVDA), representing 22.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Aaron Wealth Advisors LLC's historical performance and risk profile?
Our simulation indicates a total return of +32.2% with a win rate of 72%. Notably, the portfolio maintains a Sharpe Ratio of 3.29, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Aaron Wealth Advisors LLC primarily invest in?
Aaron Wealth Advisors LLC has a strong preference for the Semiconductors sector, which makes up 31.3% of their disclosed assets. The portfolio also has exposure to Drug Manufacturers - General, indicating a specific thematic focus.
Is Aaron Wealth Advisors LLC's portfolio concentrated or diversified?
Aaron Wealth Advisors LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 44.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Aaron Wealth Advisors LLC performed in 2026?
Our AI-simulated model portfolio for Aaron Wealth Advisors LLC tracks a Year-to-Date (YTD) return of +24.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Gary Hirschberg manage Aaron Wealth Advisors LLC directly?
Yes, Gary Hirschberg serves as the key portfolio manager for Aaron Wealth Advisors LLC, overseeing the investment strategy and final capital allocation decisions.