Institutional Manager · CIK 0001968507
Baron Wealth Management LLC
TROY, MI · File #028-23171
Latest AUM
$324.5M
Positions
259
Top-10 Concentration
72.9%
Filings
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025259 pos · $324.5M
- 13F HOLDINGS REPORTQ/E Sep 2025248 pos · $302.3M
- 13F HOLDINGS REPORTQ/E Jun 2025246 pos · $282.3M
- 13F HOLDINGS REPORTQ/E Mar 2025210 pos · $227.6M
- 13F HOLDINGS REPORTQ/E Dec 2024193 pos · $212.5M
- 13F HOLDINGS REPORTQ/E Sep 2024204 pos · $207.8M
- 13F HOLDINGS REPORTQ/E Jun 2024183 pos · $193.0M
- 13F HOLDINGS REPORTQ/E Mar 2024181 pos · $188.3M
- 13F HOLDINGS REPORTQ/E Dec 2023139 pos · $156.6M
- 13F HOLDINGS REPORTQ/E Sep 2023144 pos · $157.5M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 2023137 pos · $141.2M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 2023133 pos · $130.4M
- 13F HOLDINGS REPORTQ/E Jun 2023137 pos · $141,224
- 13F HOLDINGS REPORTQ/E Jun 2023133 pos · $130,437
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F339 | 284,589 | $56.5M | 23.03% |
| 2 | MFS ACTIVE EXCHANGE TRADED F | 55286W405 | 978,004 | $29.8M | 12.13% |
| 3 | FRANKLIN TEMPLETON ETF TR | FGDL | 726,946 | $28.3M | 11.52% |
| 4 | ISHARES TR | 464287804 | 190,826 | $22.9M | 9.34% |
| 5 | APPLE INC | AAPL | 36,675 | $10.0M | 4.06% |
| 6 | SNAP ON INC | SNA | 23,954 | $8.3M | 3.36% |
| 7 | FIRST TR EXCHANGE-TRADED FD | 33741X102 | 165,869 | $6.4M | 2.59% |
| 8 | RIVIAN AUTOMOTIVE INC | RIVN | 313,953 | $6.2M | 2.52% |
| 9 | SPDR S&P 500 ETF TR | SPY | 8,536 | $5.8M | 2.37% |
| 10 | MICROSOFT CORP | MSFT | 9,864 | $4.8M | 1.94% |
| 11 | NVIDIA CORPORATION | NVDA | 23,722 | $4.4M | 1.80% |
| 12 | VANGUARD SPECIALIZED FUNDS | 921908844 | 18,548 | $4.1M | 1.66% |
| 13 | ISHARES TR | 464287309 | 28,825 | $3.6M | 1.45% |
| 14 | VANGUARD ADMIRAL FDS INC | 921932869 | 29,250 | $3.5M | 1.43% |
| 15 | AMAZON COM INC | AMZN | 14,444 | $3.3M | 1.36% |
| 16 | VANGUARD TAX-MANAGED FDS | 921943858 | 51,555 | $3.2M | 1.31% |
| 17 | JOHNSON & JOHNSON | JNJ | 11,504 | $2.4M | 0.97% |
| 18 | ALPHABET INC | GOOG | 6,965 | $2.2M | 0.89% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 6,418 | $2.1M | 0.84% |
| 20 | BROADCOM INC | AVGO | 5,639 | $2.0M | 0.80% |