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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 Q3 2025 · Filed October 20, 2025 · Accession 0001968507-25-000007

Total Value
$302.3M
Positions
248
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (248)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F339284,039$55.2M18.28%
2MFS ACTIVE EXCHANGE TRADED F55286W405957,013$28.3M9.35%
3FRANKLIN TEMPLETON ETF TRFGDL707,015$26.4M8.73%
4ISHARES TR464287804212,658$25.3M8.36%
5APPLE INCAAPL35,779$9.1M3.01%
6SNAP ON INCSNA23,954$8.3M2.75%
7RIVIAN AUTOMOTIVE INCRIVN513,953$7.5M2.50%
8SPDR S&P 500 ETF TRSPY8,525$5.7M1.88%
9MICROSOFT CORPMSFT9,326$4.8M1.60%
10VANGUARD SPECIALIZED FUNDS92190884418,465$4.0M1.32%
11NVIDIA CORPORATIONNVDA21,277$4.0M1.31%
12FIRST TR EXCHANGE-TRADED FD33741X10296,835$3.7M1.22%
13ISHARES TR46428730928,809$3.5M1.15%
14VANGUARD TAX-MANAGED FDS92194385851,118$3.1M1.01%
15AMAZON COM INCAMZN12,935$2.8M0.94%
16JOHNSON & JOHNSONJNJ11,403$2.1M0.70%
17JPMORGAN CHASE & CO.VYLD6,326$2.0M0.66%
18FIVE BELOW INCFIVE12,342$1.9M0.63%
19TESLA INCTSLA3,759$1.7M0.55%
20ALPHABET INCGOOG6,646$1.6M0.53%
21INVESCO QQQ TRIVZ2,537$1.5M0.50%
22NETFLIX INCNFLX1,249$1.5M0.50%
23VISA INCV4,140$1.4M0.47%
24FORD MTR CO345370860114,780$1.4M0.45%
25LOWES COS INC5486611075,249$1.3M0.44%
26VANGUARD INDEX FDS9229083632,047$1.3M0.41%
27META PLATFORMS INCMETA1,654$1.2M0.40%
28PARKER-HANNIFIN CORPPH1,599$1.2M0.40%
29BROADCOM INCAVGO3,616$1.2M0.39%
30ANALOG DEVICES INCADI4,661$1.1M0.38%
31ALPHABET INCGOOG4,594$1.1M0.37%
32ISHARES TR46428746511,686$1.1M0.36%
33BANCO SANTANDER S.A.BCDRF98,158$1.0M0.34%
34BORGWARNER INCBWA23,111$1.0M0.34%
35FASTENAL COFAST20,273$994,1650.33%
36DEUTSCHE BANK A GD1819089827,401$970,2860.32%
37WALMART INCWMT9,319$960,4020.32%
38BERKSHIRE HATHAWAY INC DELBRK-A1,903$956,7140.32%
39S&P GLOBAL INCSPGI1,909$929,2500.31%
40RED ROCK RESORTS INCRRR15,112$922,7610.31%
41PROCTER AND GAMBLE CO7427181095,915$908,9040.30%
42GILEAD SCIENCES INCGILD8,096$898,6910.30%
43CHEVRON CORP NEWCVX5,698$884,7910.29%
44ISHARES TR4642874998,889$858,2230.28%
45MASTERCARD INCORPORATEDMA1,488$846,5020.28%
46MORGAN STANLEYMS-PQ5,266$837,1350.28%
47TYLER TECHNOLOGIES INCTYL1,581$827,1160.27%
48HEICO CORP NEWHEI-A2,539$819,6400.27%
49ISHARES TR4642876553,269$790,8550.26%
50JABIL INCJBL3,591$779,8690.26%
51WELLS FARGO CO NEW9497461019,149$766,8710.25%
52LINDE PLCLIN1,606$762,8890.25%
53TAIWAN SEMICONDUCTOR MFG LTD8740391002,678$747,9390.25%
54ISHARES TR4642871012,236$744,2300.25%
55VEEVA SYS INCVEEV2,447$728,9860.24%
56BARCLAYS PLCBCLYF34,433$711,7260.24%
57VANGUARD INDEX FDS9229086292,422$711,3490.24%
58CISCO SYS INCCSCO10,341$707,5180.23%
59PENN ENTERTAINMENT INCPENN36,363$700,3510.23%
60SERVICENOW INCNOW747$687,4490.23%
61ABBOTT LABSABLZF5,073$679,4980.22%
62ALTRIA GROUP INCMO10,267$678,2410.22%
63SALESFORCE INCCRM2,850$675,4970.22%
64UNITEDHEALTH GROUP INCUNH1,928$665,8160.22%
65TRAVELERS COMPANIES INCTRV2,384$665,5860.22%
66CATERPILLAR INCCAT1,346$642,3130.21%
67NATWEST GROUP PLCRBSPF44,334$627,3190.21%
68UBIQUITI INCUI947$625,6450.21%
69STERLING INFRASTRUCTURE INCSTRL1,803$612,4430.20%
70COSTAR GROUP INCCSGP7,159$604,0050.20%
71BANK AMERICA CORP06050510411,563$596,5520.20%
72ECOLAB INCECL2,165$593,0150.20%
73FIDELITY COVINGTON TRUST31609A30514,054$577,8990.19%
74VANGUARD INDEX FDS9229087443,091$576,5110.19%
75EMERSON ELEC COEMR4,295$563,4680.19%
76VERISK ANALYTICS INCVRSK2,190$550,8280.18%
77VODAFONE GROUP PLC NEW92857W30847,381$549,6240.18%
78CHUBB LIMITEDCB1,941$547,9250.18%
79ROLLINS INCROL9,319$547,3980.18%
80GRAND CANYON ED INCLOPE2,456$539,1410.18%
81RTX CORPORATIONRTX3,190$533,8230.18%
82KINROSS GOLD CORPKGCRF21,419$532,2640.18%
83CINTAS CORPCTAS2,587$531,0030.18%
84GOLDMAN SACHS GROUP INCGSCE655$521,8000.17%
85DANAHER CORPORATION2358511022,614$518,2640.17%
86ELI LILLY & COLLY668$509,8660.17%
87BERKLEY W R CORPWRB-PH6,404$490,6740.16%
88ADVANCED ENERGY INDS0079731002,877$489,4930.16%
89JOYY INCJOYY8,332$488,3310.16%
90SONY GROUP CORPSNEJF16,927$487,3280.16%
91IDEXX LABS INC45168D104758$484,2790.16%
92AFLAC INCAFL4,321$482,6450.16%
93EXXON MOBIL CORPXOM4,224$476,3110.16%
94MCDONALDS CORPMCD1,534$466,0220.15%
95COLGATE PALMOLIVE COCL5,778$461,8640.15%
96SAP SESAPGF1,723$460,4400.15%
97STRYKER CORPORATIONSYK1,245$460,2540.15%
98PAYCHEX INCPAYX3,614$458,1420.15%
99POPULAR INCBPOPM3,597$456,8550.15%
100SUNCOR ENERGY INC NEWSU10,883$455,0260.15%
101MCKESSON CORPMCK587$453,4830.15%
102DUKE ENERGY CORP NEWDUKB3,616$447,4560.15%
103BANCO BILBAO VIZCAYA ARGENTABBVXF23,039$443,4990.15%
104ISHARES TR4642883727,219$441,2160.15%
105US BANCORP DELUSB-PS9,001$435,0140.14%
106JOHNSON CTLS INTL PLCG515021053,937$432,8450.14%
107CORTEVA INCCTVA6,313$426,9290.14%
108NEXTERA ENERGY INCNEE-PW5,645$426,1470.14%
109RESMED INCRSMDF1,545$422,9730.14%
1103M COMMM2,688$417,1330.14%
111ABBVIE INCABBV1,778$411,6380.14%
112MAKEMYTRIP LIMITED MAURITIUSMMYT4,389$410,7840.14%
113DILLARDS INC254067101660$405,8480.13%
114ENSIGN GROUP INCENSG2,311$399,2710.13%
115BUCKLE INCBKE6,753$396,1500.13%
116MEDPACE HLDGS INCMEDP762$391,7900.13%
117RB GLOBAL INCRBA3,561$385,8700.13%
118MANULIFE FINL CORP56501R10612,141$378,1920.13%
119SOUTHERN COSOMN3,983$377,4780.12%
120LENNOX INTL INC526107107709$375,3250.12%
121AUTOMATIC DATA PROCESSING INADP1,266$371,5170.12%
122OVINTIV INCOVV8,999$363,3890.12%
123GUIDEWIRE SOFTWARE INCGWRE1,578$362,7190.12%
124CROWDSTRIKE HLDGS INCCRWD737$361,4100.12%
125SCHWAB CHARLES CORPSCHW-PJ3,771$360,0210.12%
126CBOE GLOBAL MKTS INC12503M1081,461$358,3550.12%
127ASML HOLDING N VASMLF367$355,2890.12%
128IMPERIAL OIL LTDIMO3,890$353,0150.12%
129CELESTICA INCCLS1,428$351,8310.12%
130THERMO FISHER SCIENTIFIC INCTMO718$348,2540.12%
131MUELLER INDS INC6247561023,436$347,4640.11%
132L3HARRIS TECHNOLOGIES INCLHX1,127$344,2060.11%
133CITIGROUP INCC-PR3,365$341,4990.11%
134FIRST BANCORP P R31867270615,445$340,5680.11%
135SHELL PLCRYDAF4,754$340,0540.11%
136PHILIP MORRIS INTL INC7181721092,096$339,9220.11%
137AMPHENOL CORP NEW0320951012,741$339,2010.11%
138GARRETT MOTION INCGTX24,876$338,8100.11%
139ON SEMICONDUCTOR CORPON6,842$337,3790.11%
140PALO ALTO NETWORKS INCPANW1,655$336,9910.11%
141ALLSTATE CORPALL-PJ1,546$331,9030.11%
142MURPHY OIL CORPMUR11,620$330,1350.11%
143INTERCONTINENTAL EXCHANGE IN45866F1041,947$327,9580.11%
144TJX COS INC NEW8725401092,258$326,4070.11%
145GRAINGER W W INC384802104335$319,2830.11%
146AMERICAN TOWER CORP NEW03027X1001,654$318,0860.11%
147ORACLE CORPORCL-PD1,123$315,8860.10%
148BOSTON SCIENTIFIC CORPBSX3,214$313,7830.10%
149NEXSTAR MEDIA GROUP INCNXST1,578$312,0120.10%
150HOME DEPOT INCHD768$311,0610.10%
151ISHARES TR46435G4098,765$310,9920.10%
152MOTOROLA SOLUTIONS INCMSI678$310,0430.10%
153WEST PHARMACEUTICAL SVSC INC9553061051,176$308,5000.10%
154CAL MAINE FOODS INCCALM3,274$308,0990.10%
155UNION PAC CORPUNP1,300$307,1970.10%
156AGNICO EAGLE MINES LTDAEM1,820$306,8390.10%
157VANGUARD WHITEHALL FDS9219467943,621$306,6420.10%
158COMERICA INC2003401074,464$305,9060.10%
159INVESCO EXCH TRADED FD TR IIIVZ5,557$300,0360.10%
160MEDTRONIC PLCMDT3,074$292,7590.10%
161PNC FINL SVCS GROUP INC6934751051,457$292,7030.10%
162PTC INCPTC1,423$288,8970.10%
163MOODYS CORPMCO606$288,8520.10%
164CABOT CORPCBT3,795$288,6140.10%
165PAYCOM SOFTWARE INCPAYC1,384$288,0660.10%
166GE AEROSPACE369604301954$286,8820.09%
167POWER SOLUTIONS INTL INC73933G2022,909$285,7220.09%
168COSTCO WHSL CORP NEW22160K105307$284,2900.09%
169STARBUCKS CORPSBUX3,338$282,3730.09%
170PIMCO ETF TR72201R8332,791$281,0300.09%
171SAIA INCSAIA936$280,2010.09%
172BK TECHNOLOGIES CORPORATIONBKTI3,302$278,9530.09%
173MICRON TECHNOLOGY INCMU1,638$274,0890.09%
174AMERICAN EXPRESS COAXP823$273,4160.09%
175CANADIAN IMPERIAL BANK OF COCNDIF3,364$268,7320.09%
176SIGNET JEWELERS LIMITEDSIG2,782$266,8720.09%
177WESCO INTL INC95082P1051,256$265,6820.09%
178D-WAVE QUANTUM INCQBTS10,700$264,3970.09%
179HCA HEALTHCARE INCHCA618$263,4690.09%
180MERCK & CO INCMRK3,055$256,3880.08%
181ZOETIS INCZTS1,730$253,1470.08%
182SELECTIVE INS GROUP INC8163001073,120$252,9380.08%
183BROADRIDGE FINL SOLUTIONS IN11133T1031,061$252,8030.08%
184CENTERRA GOLD INCCGAU23,439$251,5000.08%
185PHINIA INCPHIN4,366$250,9300.08%
186CSX CORPCSX7,053$250,4650.08%
187CME GROUP INCCME924$249,7780.08%
188MARSH & MCLENNAN COS INC5717481021,223$246,5290.08%
189DISNEY WALT CO2546871062,141$245,1980.08%
190THOR INDS INC8851601012,353$244,0130.08%
191KORN FERRYKFY3,486$243,9220.08%
192AMGEN INCAMGN856$241,5600.08%
193TRUIST FINL CORP89832Q1095,257$240,3420.08%
194INVESCO EXCH TRADED FD TR IIIVZ971$239,9910.08%
195VULCAN MATLS CO929160109779$239,6470.08%
196GENERAL DYNAMICS CORPGD700$238,7140.08%
197QUALCOMM INCQCOM1,431$238,0220.08%
198PERDOCEO ED CORPPRDO6,310$237,6240.08%
199AUTODESK INCADSK743$236,0290.08%
200AMERICAN INTL GROUP INC0268747842,955$232,0860.08%
201ISHARES TR464287200346$231,5140.08%
202VERISIGN INCVRSN822$229,8190.08%
203INTERNATIONAL BUSINESS MACHSINTR814$229,5940.08%
204KINSALE CAP GROUP INC49714P108537$228,3650.08%
205ILLINOIS TOOL WKS INC452308109874$227,9120.08%
206VANGUARD SCOTTSDALE FDS92206C6642,326$227,5290.08%
207ENTERGY CORP NEWENO2,432$226,6380.07%
208GRAHAM HLDGS COGHM191$224,8940.07%
209EQUITY RESIDENTIALEQR3,445$223,0200.07%
210TENET HEALTHCARE CORPTHC1,090$221,3140.07%
211NORFOLK SOUTHN CORP655844108735$220,8150.07%
212HDFC BANK LTDHDB6,446$220,1950.07%
213AIR PRODS & CHEMS INCAIIR804$219,2700.07%
214HUB GROUP INCHUBG6,337$218,2570.07%
215PROGRESSIVE CORP743315103876$216,3670.07%
216KROGER COKR3,205$216,0810.07%
217TENARIS S A88031M1096,029$215,6470.07%
218IBEX LTDIBEX5,148$208,5970.07%
219MSCI INCMSCI364$206,6750.07%
220FIRST FINL BANKSHARES INC32020R1096,110$205,5990.07%
221MASCO CORPMAS2,914$205,1480.07%
222COMMERCIAL METALS COCMC3,573$204,6450.07%
223TELEDYNE TECHNOLOGIES INCTDY349$204,5280.07%
224JACOBS SOLUTIONS INCJ1,356$203,2300.07%
225KENNAMETAL INCKMT9,693$202,8680.07%
226SPORTRADAR GROUP AGSRAD7,499$201,7230.07%
227INTUITINTU293$200,1430.07%
228ORLA MNG LTD NEW68634K10617,415$188,0820.06%
229ICL GROUP LTDICL29,648$185,6640.06%
230STEELCASE INC85815520310,602$182,3500.06%
231ENERFLEX LTDEFXT16,853$181,6750.06%
232NEW GOLD INC CDA64453510624,263$174,2080.06%
233ARBOR REALTY TRUST INCABR-PF14,243$173,9090.06%
234HOOKER FURNISHINGS CORPORATIHOFT16,596$168,4490.06%
235SUNCOKE ENERGY INCSXC18,342$149,6740.05%
236DHT HOLDINGS INCDHT11,689$139,6860.05%
237NORDIC AMERICAN TANKERS LIMINAT42,195$132,4930.04%
238NORTHFIELD BANCORP INC DELNFBK10,810$127,5570.04%
239HALEON PLCHLNCF13,646$122,4050.04%
240PUMA BIOTECHNOLOGY INCPBYI21,767$115,5830.04%
241MEDALLION FINL CORP58392810610,986$110,9560.04%
242NOMURA HLDGS INCNRSCF14,535$105,6690.03%
243CUREVAC N VN2451R10519,217$103,5800.03%
244TELEFONAKTIEBOLAGET LM ERICS29482160812,362$102,2310.03%
245ADT INC DELADT11,577$100,8390.03%
246PLAYTIKA HLDG CORPPLTK18,564$72,2150.02%
247INFORMATION SVCS GROUP INC45675Y10412,122$69,7020.02%
248LLOYDS BANKING GROUP PLCLLOBF10,132$45,9990.02%