13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001968507
Total reported value
$385.7M
$385.7M
204 檔
26.2%
In Q3 2024, Baron Wealth Management LLC's U.S. equity holdings reached a combined market value of $385.7M, distributed across 204 disclosed stock positions.
During Q3 2024, Baron Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 26.23% | -0.06% | -1.57% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 12.64% | -0.18% | +4.50% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.43% | -0.17% | -4.76% | |
| 4 | SNA | Snap-on Inc | Stock-Industrials | 3.26% | -0.11% | +0.08% | |
| 5 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 3.05% | — | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.39% | -0.01% | +0.09% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | +0.04% | -2.96% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.76% | -0.03% | +0.65% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.75% | -0.05% | +0.32% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.33% | +0.06% | -0.83% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.03% | +6.80% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.10% | +4.62% | |
| 13 | F | Ford Motor Co | Stock-Consumer Disc | 0.92% | -0.20% | EXIT | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.01% | +1.23% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | +0.04% | +0.15% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.06% | -9.09% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.10% | +32.07% | |
| 18 | BAX | Baxter International Inc | Stock-Healthcare | 0.54% | — | +3.16% | |
| 19 | ADI | Analog Devices Inc | Stock-Tech | 0.54% | +0.01% | -0.80% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | — | +4.91% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.01% | +1.96% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.50% | -0.02% | — | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.50% | -0.02% | -49.49% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | — | +0.36% | |
| 25 | SPGI | S&p Global Inc | Stock-Financials | 0.49% | -0.02% | +6.25% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.48% | -0.03% | +13.39% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | +0.03% | +10.35% | |
| 28 | HEI | Heico CORP | Stock-Industrials | 0.48% | +0.03% | -0.11% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.44% | -0.08% | +10.70% | |
| 30 | FIVE | Five Below | Stock-Consumer Disc | 0.42% | -0.21% | +6.11% | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 0.41% | -0.04% | +7.51% | |
| 32 | TYL | Tyler Technologies Inc | Stock-Tech | 0.41% | -0.07% | +0.07% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.02% | +5.43% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.40% | -0.01% | +2.13% | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.40% | — | +0.47% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.39% | -0.01% | +0.07% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | — | +35.79% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.09% | -4.88% | |
| 39 | LIN | Linde plc | Stock-Materials | 0.37% | -0.02% | -0.25% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.04% | -5.47% | |
| 41 | FAST | Fastenal Co | Stock-Industrials | 0.35% | -0.03% | +9.70% | |
| 42 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.35% | +0.03% | +1.13% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.34% | +0.02% | +0.31% | |
| 44 | PH | Parker Hannifin CORP | Stock-Industrials | 0.32% | -0.04% | +22.52% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.11% | +7.63% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.31% | — | +0.25% | |
| 47 | ON | On Semiconductor | Stock-Tech | 0.30% | +0.03% | +3.81% | |
| 48 | CSGP | Costar Group Inc | Stock-Real Estate | 0.30% | -0.08% | EXIT | |
| 49 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.30% | -0.01% | -1.61% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.30% | — | — |
According to official SEC Form 13F filings, Baron Wealth Management LLC reported a total U.S. public equity portfolio value of $385.7M across 204 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QUAL, IJR, AAPL) accounted for 26.2% of total reported equity market value during Q3 2024.
During Q3 2024, Baron Wealth Management LLC's top holdings by market value included QUAL (26.2%)、IJR (12.6%)、AAPL (3.4%). The largest single position, QUAL, represented 26.2% of total portfolio value.
In Q3 2024, Baron Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.