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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 Q4 2025 · Filed January 14, 2026 · Accession 0001968507-26-000003

Total Value
$324.5M
Positions
259
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F339284,589$56.5M17.42%
2MFS ACTIVE EXCHANGE TRADED F55286W405978,004$29.8M9.18%
3FRANKLIN TEMPLETON ETF TRFGDL726,946$28.3M8.71%
4ISHARES TR464287804190,826$22.9M7.07%
5APPLE INCAAPL36,675$10.0M3.07%
6SNAP ON INCSNA23,954$8.3M2.54%
7FIRST TR EXCHANGE-TRADED FD33741X102165,869$6.4M1.96%
8RIVIAN AUTOMOTIVE INCRIVN313,953$6.2M1.91%
9SPDR S&P 500 ETF TRSPY8,536$5.8M1.79%
10MICROSOFT CORPMSFT9,864$4.8M1.47%
11NVIDIA CORPORATIONNVDA23,722$4.4M1.36%
12VANGUARD SPECIALIZED FUNDS92190884418,548$4.1M1.26%
13ISHARES TR46428730928,825$3.6M1.09%
14VANGUARD ADMIRAL FDS INC92193286929,250$3.5M1.08%
15AMAZON COM INCAMZN14,444$3.3M1.03%
16VANGUARD TAX-MANAGED FDS92194385851,555$3.2M0.99%
17JOHNSON & JOHNSONJNJ11,504$2.4M0.73%
18ALPHABET INCGOOG6,965$2.2M0.67%
19JPMORGAN CHASE & CO.VYLD6,418$2.1M0.64%
20BROADCOM INCAVGO5,639$2.0M0.60%
21FIVE BELOW INCFIVE10,309$1.9M0.60%
22FIDELITY COVINGTON TRUST31609A30538,248$1.6M0.49%
23PARKER-HANNIFIN CORPPH1,784$1.6M0.48%
24INVESCO QQQ TRIVZ2,538$1.6M0.48%
25ALPHABET INCGOOG4,678$1.5M0.45%
26VISA INCV4,125$1.4M0.45%
27FORD MTR CO345370860109,739$1.4M0.44%
28WALMART INCWMT12,775$1.4M0.44%
29TESLA INCTSLA3,111$1.4M0.43%
30LOWES COS INC5486611075,668$1.4M0.42%
31VANGUARD INDEX FDS9229083632,059$1.3M0.40%
32ANALOG DEVICES INCADI4,707$1.3M0.39%
33NETFLIX INCNFLX12,538$1.2M0.36%
34BORGWARNER INCBWA25,848$1.2M0.36%
35ISHARES TR46428746511,854$1.1M0.35%
36BANCO SANTANDER SABCDRF92,034$1.1M0.33%
37DEUTSCHE BANK A GD1819089827,432$1.1M0.33%
38MORGAN STANLEYMS-PQ5,864$1.0M0.32%
39META PLATFORMS INCMETA1,568$1.0M0.32%
40GILEAD SCIENCES INCGILD8,393$1.0M0.32%
41BERKSHIRE HATHAWAY INC DELBRK-A2,033$1.0M0.31%
42BARCLAYS PLCBCLYF38,282$974,2720.30%
43ISHARES TR4642872001,419$971,9870.30%
44S&P GLOBAL INCSPGI1,848$965,9070.30%
45RED ROCK RESORTS INCRRR15,266$945,7000.29%
46VANGUARD BD INDEX FDS92193783512,722$942,3350.29%
47WELLS FARGO CO NEW9497461019,966$928,8150.29%
48ELI LILLY & COLLY838$900,8560.28%
49TAIWAN SEMICONDUCTOR MFG LTD8740391002,886$877,0270.27%
50ISHARES TR4642874999,052$871,3960.27%
51CISCO SYS INCCSCO11,189$861,8610.27%
52MASTERCARD INCORPORATEDMA1,488$849,5980.26%
53NATWEST GROUP PLCRBSPF48,547$849,5640.26%
54CHEVRON CORP NEWCVX5,548$845,5720.26%
55PROCTER AND GAMBLE CO7427181095,854$838,9060.26%
56HEICO CORP NEWHEI-A2,535$820,3010.25%
57CATERPILLAR INCCAT1,430$819,2970.25%
58FASTENAL COFAST20,255$812,8240.25%
59JABIL INCJBL3,552$809,9430.25%
60ISHARES TR4642876553,279$807,0560.25%
61VANGUARD INDEX FDS9229087444,187$799,7530.25%
62ISHARES TR4642871012,236$766,8810.24%
63ABBOTT LABSABLZF5,735$718,5100.22%
64US BANCORP DELUSB-PS12,998$693,5660.21%
65TRAVELERS COMPANIES INCTRV2,388$692,6290.21%
66DANAHER CORPORATION2358511023,019$691,1260.21%
67UNITEDHEALTH GROUP INCUNH2,074$684,7400.21%
68BANK AMERICA CORP06050510412,393$681,6130.21%
69SALESFORCE INCCRM2,453$649,8810.20%
70VODAFONE GROUP PLC NEW92857W30848,783$644,4280.20%
71LINDE PLCLIN1,507$642,5940.20%
72CHUBB LIMITEDCB2,037$635,8880.20%
73ISHARES TR4642875983,001$631,2300.19%
74GOLDMAN SACHS GROUP INCGSCE708$622,5750.19%
75KINROSS GOLD CORPKGCRF22,059$621,1950.19%
76AMGEN INCAMGN1,897$620,9850.19%
77TYLER TECHNOLOGIES INCTYL1,367$620,5500.19%
78BNY MELLON ETF TRUST II05613H10021,236$616,2690.19%
79EXXON MOBIL CORPXOM5,090$612,5540.19%
80VANGUARD INDEX FDS9229086292,104$610,5760.19%
81ADVANCED ENERGY INDS0079731002,877$602,3570.19%
82EMERSON ELEC COEMR4,487$595,4850.18%
83ALTRIA GROUP INCMO10,266$591,9310.18%
84RTX CORPORATIONRTX3,200$586,9500.18%
85CORTEVA INCCTVA8,695$582,8200.18%
86VERISK ANALYTICS INCVRSK2,565$573,7870.18%
87SERVICENOW INCNOW3,670$562,2070.17%
88BANCO BILBAO VIZCAYA ARGENTABBVXF24,068$561,0360.17%
89ABBVIE INCABBV2,441$557,7570.17%
90ECOLAB INCECL2,108$553,2690.17%
91STERLING INFRASTRUCTURE INCSTRL1,803$552,1330.17%
92JOHNSON CTLS INTL PLCG515021054,525$541,8760.17%
93JOYY INCJOYY8,326$539,1930.17%
94PENN ENTERTAINMENT INCPENN36,363$536,3540.17%
95VEEVA SYS INCVEEV2,327$519,4560.16%
96UBIQUITI INCUI938$519,1280.16%
97IDEXX LABS INC45168D104760$514,1630.16%
983M COMMM3,196$511,6930.16%
99SUNCOR ENERGY INC NEWSU11,342$503,1330.16%
100MCDONALDS CORPMCD1,628$497,4500.15%
101ROLLINS INCROL8,197$491,9840.15%
102CITIGROUP INCC-PR4,213$491,6180.15%
103MICRON TECHNOLOGY INCMU1,689$482,0930.15%
104COSTAR GROUP INCCSGP7,142$480,2280.15%
105AFLAC INCAFL4,340$478,5770.15%
106ALCOA CORPAA8,908$473,3790.15%
107THERMO FISHER SCIENTIFIC INCTMO815$472,2670.15%
108INTERNATIONAL BUSINESS MACHSINTR1,586$469,7320.14%
109GARRETT MOTION INCGTX26,446$460,9540.14%
110GE AEROSPACE3696043011,478$455,2140.14%
111NEXTERA ENERGY INCNEE-PW5,642$452,9600.14%
112ISHARES TR4642883727,313$448,6970.14%
113POPULAR INCBPOPM3,568$444,2870.14%
114SONY GROUP CORPSNEJF17,253$441,6860.14%
115MANULIFE FINL CORP56501R10612,141$440,4750.14%
116CELESTICA INCCLS1,487$439,5720.14%
117STRYKER CORPORATIONSYK1,250$439,4080.14%
118BERKLEY W R CORPWRB-PH6,220$436,1460.13%
119MCKESSON CORPMCK527$432,3010.13%
120ENERFLEX LTDEFXT27,668$426,9170.13%
121CROWDSTRIKE HLDGS INCCRWD902$422,8220.13%
122SCHWAB CHARLES CORPSCHW-PJ4,179$417,5330.13%
123MEDTRONIC PLCMDT4,332$416,1060.13%
124MUELLER INDS INC6247561023,578$410,7170.13%
125AMERICAN EXPRESS COAXP1,109$410,3430.13%
126GRAND CANYON ED INCLOPE2,453$407,9580.13%
127ISHARES TR46435G40910,691$406,7820.13%
128DILLARDS INC254067101669$405,9340.13%
129MERCK & CO INCMRK3,840$404,2260.12%
130ENSIGN GROUP INCENSG2,309$402,2280.12%
131SAP SESAPGF1,643$399,1010.12%
132PIMCO ETF TR72201R8333,958$397,1530.12%
133CBOE GLOBAL MKTS INC12503M1081,562$392,1200.12%
134ASML HOLDING N VASMLF363$388,3590.12%
135DUKE ENERGY CORP NEWDUKB3,249$380,8180.12%
136INVESCO EXCH TRADED FD TR IIIVZ6,850$380,6530.12%
137L3HARRIS TECHNOLOGIES INCLHX1,288$378,1450.12%
138CENTERRA GOLD INCCGAU25,981$373,3470.12%
139ZOETIS INCZTS2,965$373,0820.11%
140MURPHY OIL CORPMUR11,814$369,1800.11%
141ON SEMICONDUCTOR CORPON6,817$369,1410.11%
142BUCKLE INCBKE6,902$368,7190.11%
143RB GLOBAL INCRBA3,553$365,4970.11%
144TJX COS INC NEW8725401092,375$364,8720.11%
145RESMED INCRSMDF1,503$362,1040.11%
146MEDPACE HLDGS INCMEDP642$360,5790.11%
147MAKEMYTRIP LIMITED MAURITIUSMMYT4,389$360,4010.11%
148HOME DEPOT INCHD1,026$353,1450.11%
149MAGNA INTL INC5592224016,572$350,3090.11%
150SHELL PLCRYDAF4,754$349,3240.11%
151AMPHENOL CORP NEW0320951012,573$347,7190.11%
152NEXSTAR MEDIA GROUP INCNXST1,687$342,6140.11%
153TRAVEL PLUS LEISURE CO8941641024,820$339,9320.10%
154IMPERIAL OIL LTDIMO3,906$337,1150.10%
155VANGUARD WHITEHALL FDS9219467943,659$329,3240.10%
156ALLSTATE CORPALL-PJ1,574$327,6910.10%
157KENNAMETAL INCKMT11,533$327,6490.10%
158WESCO INTL INC95082P1051,331$325,6760.10%
159HCA HEALTHCARE INCHCA697$325,4990.10%
160MOODYS CORPMCO636$325,0400.10%
161FAIR ISAAC CORPFICO192$324,5990.10%
162CANADIAN IMPERIAL BANK OF COCNDIF3,571$323,5850.10%
163WEST PHARMACEUTICAL SVSC INC9553061051,174$323,0140.10%
164AGNICO EAGLE MINES LTDAEM1,879$318,6220.10%
165PALO ALTO NETWORKS INCPANW1,726$317,9290.10%
166GUIDEWIRE SOFTWARE INCGWRE1,575$316,5910.10%
167PNC FINL SVCS GROUP INC6934751051,516$316,4130.10%
168PAYCHEX INCPAYX2,794$313,4010.10%
169UNION PAC CORPUNP1,354$313,1900.10%
170LENNOX INTL INC526107107641$311,2670.10%
171CABOT CORPCBT4,662$309,0050.10%
172SAIA INCSAIA927$302,6840.09%
173BREAD FINANCIAL HOLDINGS INCBFH-PA4,070$301,2670.09%
174BOSTON SCIENTIFIC CORPBSX3,119$297,3970.09%
175MARKEL GROUP INCMKL138$296,6520.09%
176FIRST BANCORP P R31867270614,196$294,2810.09%
177BOEING COBA-PA1,353$293,7630.09%
178DELUXE CORPDLX13,120$292,9790.09%
179STARBUCKS CORPSBUX3,429$288,7620.09%
180COLGATE PALMOLIVE COCL3,505$276,9800.09%
181WW GRAINGER INC384802104268$270,4300.08%
182SHOPIFY INCSHOP1,675$269,6250.08%
183WAFD INCWAFDP8,397$268,9520.08%
184PHINIA INCPHIN4,281$268,3770.08%
185ORACLE CORPORCL-PD1,377$268,3080.08%
186COMMERCIAL METALS COCMC3,814$263,9990.08%
187CINTAS CORPCTAS1,402$263,6810.08%
188SELECTIVE INS GROUP INC8163001073,144$263,0580.08%
189HUB GROUP INCHUBG6,170$262,8920.08%
190PTC INCPTC1,509$262,8830.08%
191INSTALLED BLDG PRODS INC45780R1011,007$261,2510.08%
192DISNEY WALT CO2546871062,291$260,7000.08%
193CSX CORPCSX7,176$260,1130.08%
194SOUTHERN COSOMN2,965$258,5500.08%
195PALANTIR TECHNOLOGIES INCPLTR1,435$255,0710.08%
196AMERICAN INTL GROUP INC0268747842,979$254,8530.08%
197QUALCOMM INCQCOM1,479$252,9830.08%
198INVESCO EXCHANGE TRADED FD TIVZ1,318$252,4760.08%
199TENARIS S A88031M1096,563$252,3590.08%
200TRUIST FINL CORP89832Q1095,116$251,7690.08%
201GENERAL DYNAMICS CORPGD744$250,5050.08%
202ENTERGY CORP NEWENO2,696$249,1910.08%
203CME GROUP INCCME911$248,6440.08%
204MOTOROLA SOLUTIONS INCMSI645$247,2410.08%
205INTERCONTINENTAL EXCHANGE IN45866F1041,525$246,9230.08%
206THOR INDS INC8851601012,376$243,8990.08%
207AUTOMATIC DATA PROCESSING INADP933$239,9500.07%
208ILLINOIS TOOL WKS INC452308109969$238,6800.07%
209ORLA MNG LTD NEW68634K10617,552$236,4250.07%
210HDFC BANK LTDHDB6,446$235,5370.07%
211BK TECHNOLOGIES CORPORATIONBKTI3,156$235,4060.07%
212SIGNET JEWELERS LIMITEDSIG2,807$232,6730.07%
213VANGUARD SCOTTSDALE FDS92206C6642,326$231,4840.07%
214TENET HEALTHCARE CORPTHC1,142$226,9380.07%
215COSTCO WHSL CORP NEW22160K105262$226,0480.07%
216TOLL BROTHERS INCTOL1,671$225,9960.07%
217GE VERNOVA INCGEV342$223,5600.07%
218MSCI INCMSCI388$222,7730.07%
219DOVER CORPDOV1,140$222,5740.07%
220AFFILIATED MANAGERS GROUP INMGRE771$222,2640.07%
221VULCAN MATLS CO929160109775$221,0570.07%
222HARTFORD INSURANCE GROUP INCHIG-PG1,602$220,8210.07%
223GRAHAM HLDGS COGHM198$217,5550.07%
224TEEKAY TANKERS LTDTNK4,035$215,5640.07%
225REINSURANCE GRP OF AMERICA I7593516041,055$214,6500.07%
226PAYCOM SOFTWARE INCPAYC1,341$213,7020.07%
227BLACKSTONE INCBX1,381$212,9380.07%
228NORFOLK SOUTHN CORP655844108735$212,2310.07%
229ONEMAIN HLDGS INCOMF3,138$211,9520.07%
230BROADRIDGE FINL SOLUTIONS IN11133T103949$211,6870.07%
231INTUITINTU319$211,3630.07%
232PUMA BIOTECHNOLOGY INCPBYI35,392$210,5820.06%
233FLUOR CORP NEWFLR5,300$210,0390.06%
234ATKORE INCATKR3,320$209,9710.06%
235NEW GOLD INC CDA64453510624,040$209,3880.06%
236IBEX LTDIBEX5,460$208,4630.06%
237CENCORA INCCOR605$204,3630.06%
238ZIM INTEGRATED SHIPPING SERVZIM9,515$202,0010.06%
239PROGRESSIVE CORP743315103883$201,1130.06%
240MARSH & MCLENNAN COS INC5717481021,081$200,5470.06%
241SUN CTRY AIRLS HLDGS INC86668310513,117$188,7540.06%
242HOOKER FURNISHINGS CORPORATIHOFT16,596$187,3690.06%
243DHT HOLDINGS INCDHT14,158$172,8720.05%
244NORDIC AMERICAN TANKERS LIMINAT43,586$149,9340.05%
245AGNC INVT CORP00123Q10412,602$135,0930.04%
246EMERGENT BIOSOLUTIONS INCEBS10,785$133,3030.04%
247BAYTEX ENERGY CORPBTE38,485$124,3070.04%
248NOMURA HLDGS INCNRSCF14,521$121,8330.04%
249TELEFONAKTIEBOLAGET LM ERICS29482160812,555$121,1530.04%
250MEDALLION FINL CORP58392810611,185$115,0970.04%
251INFORMATION SVCS GROUP INC45675Y10419,365$111,9290.03%
252WESTERN UN COWU11,495$107,0150.03%
253TEEKAY CORPORATION LTDTK10,480$94,6350.03%
254ADT INC DELADT10,313$83,2300.03%
255CUREVAC N VN2451R10516,669$75,3440.02%
256TABOOLA.COM LTDTBLAW14,557$67,1080.02%
257ICL GROUP LTDICL10,354$59,4730.02%
258LLOYDS BANKING GROUP PLCLLOBF10,641$56,3970.02%
259URANIUM RTY CORP91702V10112,358$43,7470.01%