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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
13F HOLDINGS REPORT

Baron Wealth Management LLC

Quarter ended Q2 2025 · Filed July 9, 2025 · Accession 0001968507-25-000006

Total Value
$282.3M
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F339288,385$52.7M18.68%
2MFS ACTIVE EXCHANGE TRADED F55286W405924,284$26.3M9.32%
3FRANKLIN TEMPLETON ETF TRFGDL678,704$24.2M8.57%
4ISHARES TR464287804213,802$23.4M8.28%
5RIVIAN AUTOMOTIVE INCRIVN563,953$7.7M2.75%
6SNAP ON INCSNA23,954$7.5M2.64%
7APPLE INCAAPL31,219$6.4M2.27%
8SPDR S&P 500 ETF TRSPY8,656$5.3M1.89%
9MICROSOFT CORPMSFT10,098$5.0M1.78%
10NVIDIA CORPORATIONNVDA24,313$3.8M1.36%
11VANGUARD SPECIALIZED FUNDS92190884418,416$3.8M1.34%
12FIRST TR EXCHANGE-TRADED FD33741X10290,660$3.2M1.13%
13ISHARES TR46428730928,784$3.2M1.12%
14AMAZON COM INCAMZN13,774$3.0M1.07%
15VANGUARD TAX-MANAGED FDS92194385850,937$2.9M1.03%
16NETFLIX INCNFLX1,333$1.8M0.63%
17JPMORGAN CHASE & CO.VYLD6,154$1.8M0.63%
18JOHNSON & JOHNSONJNJ10,878$1.7M0.59%
19FIVE BELOW INCFIVE12,342$1.6M0.57%
20FORD MTR CO345370860148,128$1.6M0.57%
21VISA INCV4,453$1.6M0.56%
22TESLA INCTSLA4,944$1.6M0.56%
23INVESCO QQQ TRIVZ2,536$1.4M0.50%
24ALPHABET INCGOOG6,977$1.2M0.44%
25META PLATFORMS INCMETA1,572$1.2M0.41%
26LOWES COS INC5486611075,223$1.2M0.41%
27HEICO CORP NEWHEI-A3,501$1.1M0.41%
28S&P GLOBAL INCSPGI2,175$1.1M0.41%
29VANGUARD INDEX FDS9229083632,010$1.1M0.40%
30ANALOG DEVICES INCADI4,650$1.1M0.39%
31PARKER-HANNIFIN CORPPH1,535$1.1M0.38%
32ISHARES TR46428746511,686$1.0M0.37%
33SERVICENOW INCNOW954$980,7880.35%
34BERKSHIRE HATHAWAY INC DELBRK-A2,015$978,8270.35%
35PROCTER AND GAMBLE CO7427181095,978$952,4370.34%
36TYLER TECHNOLOGIES INCTYL1,574$933,1300.33%
37BROADCOM INCAVGO3,266$900,1750.32%
38ALPHABET INCGOOG5,045$894,9640.32%
39WALMART INCWMT8,803$860,7680.30%
40FASTENAL COFAST20,272$851,4380.30%
41GILEAD SCIENCES INCGILD7,637$846,6850.30%
42MASTERCARD INCORPORATEDMA1,457$818,8260.29%
43ISHARES TR4642874998,863$815,1290.29%
44SALESFORCE INCCRM2,912$794,1160.28%
45DEUTSCHE BANK A GD1819089827,099$793,4720.28%
46BANCO SANTANDER S.A.BCDRF95,312$791,0910.28%
47CHEVRON CORP NEWCVX5,521$790,6020.28%
48ABBOTT LABSABLZF5,750$782,1240.28%
49RED ROCK RESORTS INCRRR14,894$774,9450.27%
50LINDE PLCLIN1,641$769,9530.27%
51JABIL INCJBL3,525$768,8110.27%
52MORGAN STANLEYMS-PQ5,216$734,6770.26%
53BORGWARNER INCBWA21,753$728,3040.26%
54CISCO SYS INCCSCO10,200$707,6760.25%
55ISHARES TR4642876553,260$703,5330.25%
56VERISK ANALYTICS INCVRSK2,247$699,9640.25%
57VEEVA SYS INCVEEV2,405$692,5920.25%
58ISHARES TR4642871012,236$680,5270.24%
59VANGUARD INDEX FDS9229086292,419$676,9940.24%
60WELLS FARGO CO NEW9497461018,389$672,1410.24%
61CINTAS CORPCTAS2,942$655,6480.23%
62PENN ENTERTAINMENT INCPENN36,363$649,8070.23%
63TRAVELERS COMPANIES INCTRV2,422$647,8830.23%
64TAIWAN SEMICONDUCTOR MFG LTD8740391002,732$618,7710.22%
65CHUBB LIMITEDCB2,119$613,9950.22%
66NATWEST GROUP PLCRBSPF43,272$612,3000.22%
67BARCLAYS PLCBCLYF32,937$612,2930.22%
68ECOLAB INCECL2,138$576,1400.20%
69COSTAR GROUP INCCSGP7,159$575,5840.20%
70EMERSON ELEC COEMR4,260$567,9930.20%
71ALTRIA GROUP INCMO9,640$565,1960.20%
72VANGUARD INDEX FDS9229087443,075$543,4510.19%
73BANK AMERICA CORP06050510411,481$543,2640.19%
74SAP SESAPGF1,785$542,8690.19%
75PAYCHEX INCPAYX3,705$538,8600.19%
76DANAHER CORPORATION2358511022,702$533,7630.19%
77ROLLINS INCROL9,319$525,7780.19%
78RB GLOBAL INCRBA4,921$522,5610.19%
79CATERPILLAR INCCAT1,297$503,5540.18%
80ELI LILLY & COLLY642$500,6280.18%
81VODAFONE GROUP PLC NEW92857W30846,020$490,5750.17%
82STRYKER CORPORATIONSYK1,234$488,1640.17%
83COLGATE PALMOLIVE COCL5,364$487,6080.17%
84STERLING INFRASTRUCTURE INCSTRL2,103$485,2250.17%
85BERKLEY W R CORPWRB-PH6,589$484,0940.17%
86GRAINGER W W INC384802104451$469,1800.17%
87MCDONALDS CORPMCD1,604$468,7650.17%
88GRAND CANYON ED INCLOPE2,456$464,1840.16%
89SONY GROUP CORPSNEJF17,764$462,3970.16%
90RTX CORPORATIONRTX3,161$461,5790.16%
91GOLDMAN SACHS GROUP INCGSCE632$447,4390.16%
92ALLSTATE CORPALL-PJ2,212$445,3510.16%
933M COMMM2,918$444,2710.16%
94AFLAC INCAFL4,160$438,6910.16%
95MAKEMYTRIP LIMITED MAURITIUSMMYT4,389$430,1820.15%
96ISHARES TR4642883727,219$427,3560.15%
97MCKESSON CORPMCK580$425,0130.15%
98FIDELITY COVINGTON TRUST31609A30511,426$423,1150.15%
99IDEXX LABS INC45168D104767$411,3730.15%
100JOYY INCJOYY8,076$411,1530.15%
101COSTCO WHSL CORP NEW22160K105412$407,9790.14%
102JOHNSON CTLS INTL PLCG515021053,832$404,7840.14%
103AUTOMATIC DATA PROCESSING INADP1,311$404,2300.14%
104LENNOX INTL INC526107107704$403,5680.14%
105MANULIFE FINL CORP56501R10612,612$403,0800.14%
106NEXTERA ENERGY INCNEE-PW5,799$402,5580.14%
107PALO ALTO NETWORKS INCPANW1,958$400,6850.14%
108DISNEY WALT CO2546871063,218$399,0670.14%
109BOSTON SCIENTIFIC CORPBSX3,647$391,7630.14%
110ON SEMICONDUCTOR CORPON7,460$390,9790.14%
111ZOETIS INCZTS2,497$389,4130.14%
112CORTEVA INCCTVA5,224$389,3700.14%
113POPULAR INCBPOPM3,510$386,8370.14%
114RESMED INCRSMDF1,481$382,1300.14%
115UBIQUITI INCUI927$381,6320.14%
116ADVANCED ENERGY INDS0079731002,877$381,2030.14%
117CROWDSTRIKE HLDGS INCCRWD745$379,4360.13%
118DUKE ENERGY CORP NEWDUKB3,196$377,0880.13%
119GUIDEWIRE SOFTWARE INCGWRE1,600$376,7200.13%
120SUNCOR ENERGY INC NEWSU9,982$373,8090.13%
121ANSYS INC03662Q1051,046$367,3760.13%
122INTERCONTINENTAL EXCHANGE IN45866F1041,976$362,4460.13%
123US BANCORP DELUSB-PS8,009$362,4260.13%
124SCHWAB CHARLES CORPSCHW-PJ3,951$360,4890.13%
125ENSIGN GROUP INCENSG2,311$356,4950.13%
126WEST PHARMACEUTICAL SVSC INC9553061051,598$349,6420.12%
127BANCO BILBAO VIZCAYA ARGENTABBVXF22,486$345,6080.12%
128SHELL PLCRYDAF4,795$337,6160.12%
129EXXON MOBIL CORPXOM3,117$335,9870.12%
130KINROSS GOLD CORPKGCRF21,084$329,5380.12%
131CBOE GLOBAL MKTS INC12503M1081,399$326,2950.12%
132PIMCO ETF TR72201R8333,224$324,0930.11%
133PHILIP MORRIS INTL INC7181721091,764$321,3200.11%
134PAYCOM SOFTWARE INCPAYC1,384$320,2580.11%
135CAL MAINE FOODS INCCALM3,201$318,8920.11%
136UNITEDHEALTH GROUP INCUNH1,013$316,0650.11%
137AMERICAN TOWER CORP NEW03027X1001,402$309,8130.11%
138ASML HOLDING N VASMLF384$307,7340.11%
139ABBVIE INCABBV1,646$305,4560.11%
140MOODYS CORPMCO603$302,5440.11%
141TJX COS INC NEW8725401092,410$297,6360.11%
142AMPHENOL CORP NEW0320951013,007$296,9410.11%
143PROGRESSIVE CORP7433151031,111$296,5230.11%
144IMPERIAL OIL LTDIMO3,682$292,6420.10%
145SOUTHERN COSOMN3,174$291,4900.10%
146FACTSET RESH SYS INC303075105643$287,6180.10%
147KROGER COKR3,996$286,6480.10%
148BROADRIDGE FINL SOLUTIONS IN11133T1031,173$285,1440.10%
149BUCKLE INCBKE6,254$283,6370.10%
150MOTOROLA SOLUTIONS INCMSI674$283,3900.10%
151CITIGROUP INCC-PR3,287$279,7880.10%
152VIRTU FINL INC9282541016,233$279,1980.10%
153STARBUCKS CORPSBUX3,028$277,4860.10%
154AMERICAN INTL GROUP INC0268747843,237$277,0660.10%
155UNION PAC CORPUNP1,190$273,8820.10%
156SELECTIVE INS GROUP INC8163001073,120$270,3480.10%
157HOME DEPOT INCHD725$265,8800.09%
158ISHARES TR46435G4098,052$264,8400.09%
159UNUM GROUPUNMA3,269$264,0040.09%
160VANGUARD WHITEHALL FDS9219467943,294$263,8690.09%
161GARTNER INCIT652$263,5510.09%
162DILLARDS INC254067101627$262,1740.09%
163THERMO FISHER SCIENTIFIC INCTMO641$259,9040.09%
164INVESCO EXCH TRADED FD TR IIIVZ5,068$259,6640.09%
165L3HARRIS TECHNOLOGIES INCLHX1,032$258,8670.09%
166HDFC BANK LTDHDB3,352$256,9980.09%
167PNC FINL SVCS GROUP INC6934751051,375$256,2510.09%
168FIRST BANCORP P R31867270612,233$254,8220.09%
169ADOBE INCADBE649$251,0850.09%
170INTUITINTU316$248,9430.09%
171CME GROUP INCCME900$248,1710.09%
172NEXSTAR MEDIA GROUP INCNXST1,428$247,0540.09%
173AMERICAN EXPRESS COAXP774$246,9210.09%
174MICRON TECHNOLOGY INCMU1,978$243,8000.09%
175FAIR ISAAC CORPFICO133$243,1190.09%
176WALGREENS BOOTS ALLIANCE INC93142710821,141$242,6990.09%
177KORN FERRYKFY3,307$242,5150.09%
178FIRST FINL BANKSHARES INC32020R1096,726$242,0100.09%
179INTERNATIONAL BUSINESS MACHSINTR818$241,0040.09%
180COMERICA INC2003401074,026$240,1580.09%
181MEDPACE HLDGS INCMEDP762$239,1610.08%
182SAIA INCSAIA872$238,9190.08%
183MUELLER INDS INC6247561022,975$236,4460.08%
184HCA HEALTHCARE INCHCA616$236,0480.08%
185CSX CORPCSX7,232$235,9860.08%
186GE AEROSPACE369604301912$234,8650.08%
187ORACLE CORPORCL-PD1,072$234,4040.08%
188AIR PRODS & CHEMS INCAIIR830$234,1100.08%
189CARLISLE COS INC142339100623$232,6310.08%
190MATSON INCMATX2,080$231,6320.08%
191GARRETT MOTION INCGTX22,019$231,4160.08%
192MID-AMER APT CMNTYS INC59522J1031,560$230,9510.08%
193WESCO INTL INC95082P1051,242$230,0370.08%
194PINNACLE FINL PARTNERS INC72346Q1042,075$229,1010.08%
195FIDELITY NATL INFORMATION SV31620M1062,808$228,5990.08%
196ALCON AGALC2,589$228,5570.08%
197GLOBANT S AGLOB2,511$228,0990.08%
198PERDOCEO ED CORPPRDO6,960$227,5250.08%
199VERISIGN INCVRSN786$226,9970.08%
200SBA COMMUNICATIONS CORP NEWSBAC963$226,2170.08%
201TRUIST FINL CORP89832Q1095,256$225,9750.08%
202EQUITY RESIDENTIALEQR3,316$223,8250.08%
203MURPHY OIL CORPMUR9,895$222,6410.08%
204CANADIAN IMPERIAL BK COMMCNDIF3,143$222,6410.08%
205OLD DOMINION FREIGHT LINE INODFL1,368$222,0670.08%
206INSIGHT ENTERPRISES INCNSIT1,606$221,7650.08%
207SIGNET JEWELERS LIMITEDSIG2,788$221,7470.08%
208TENARIS S A88031M1095,852$218,8540.08%
209QUALCOMM INCQCOM1,369$217,9540.08%
210KENNAMETAL INCKMT9,425$216,4030.08%
211ILLINOIS TOOL WKS INC452308109874$216,0970.08%
212ISHARES TR464287200346$214,6530.08%
213PTC INCPTC1,243$214,2190.08%
214REINSURANCE GRP OF AMERICA I7593516041,071$212,4440.08%
215EOG RES INCEOG1,769$211,5900.07%
216GRAHAM HLDGS COGHM222$210,0650.07%
217ICL GROUP LTDICL30,459$208,9730.07%
218DOVER CORPDOV1,140$208,8820.07%
219MSCI INCMSCI361$208,3170.07%
220CELESTICA INCCLS1,332$207,9390.07%
221THOR INDS INC8851601012,338$207,6380.07%
222AGNICO EAGLE MINES LTDAEM1,715$203,9940.07%
223VANGUARD SCOTTSDALE FDS92206C6642,326$202,8740.07%
224ENTERGY CORP NEWENO2,432$202,1480.07%
225MERCK & CO INCMRK2,536$200,7850.07%
226ZIM INTEGRATED SHIPPING SERVZIM11,960$192,4290.07%
227HOOKER FURNISHINGS CORPORATIHOFT16,596$175,5860.06%
228ORLA MNG LTD NEW68634K10617,304$173,3860.06%
229HALEON PLCHLNCF16,719$173,3760.06%
230CENTERRA GOLD INCCGAU23,171$167,0630.06%
231SUNCOKE ENERGY INCSXC18,350$157,6270.06%
232D-WAVE QUANTUM INCQBTS10,700$156,6480.06%
233NORTHFIELD BANCORP INC DELNFBK12,698$145,7730.05%
234NEW GOLD INC CDA64453510624,315$120,3590.04%
235TEEKAY CORPORATION LTDTK14,583$120,3100.04%
236ENERFLEX LTDEFXT15,215$120,0460.04%
237DHT HOLDINGS INCDHT10,925$118,0960.04%
238CUREVAC N VN2451R10519,697$106,9550.04%
239MEDALLION FINL CORP58392810610,828$103,1860.04%
240TELEFONAKTIEBOLAGET LM ERICS29482160811,516$97,6570.03%
241NORDIC AMERICAN TANKERS LIMINAT37,012$97,3410.03%
242ADT INC DELADT11,350$96,1360.03%
243NOMURA HLDGS INCNRSCF14,487$95,3240.03%
244PLAYTIKA HLDG CORPPLTK17,251$81,5980.03%
245INFORMATION SVCS GROUP INC45675Y10411,845$56,8570.02%
246FRONTIER GROUP HLDGS INCULCC10,075$36,5720.01%