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CIK: 0001968507
Total reported value
$385.7M
$385.7M
210 檔
27.4%
During the Q1 2025 filing period, Baron Wealth Management LLC (CIK: 0001968507) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $385.7M across 210 reported positions.
During Q1 2025, 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 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 22.09% | -0.06% | -3.09% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 10.52% | -0.18% | -0.82% | |
| 3 | MFSI | Mfs Active International | ETF-Other | 5.29% | -0.29% | — | |
| 4 | DIVI | Franklin International Core | ETF-Other | 5.02% | -0.51% | — | |
| 5 | SNA | Snap-on Inc | Stock-Industrials | 3.55% | -0.11% | +2.56% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.13% | -0.17% | +3.79% | |
| 7 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 3.08% | — | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.13% | -0.01% | — | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.58% | -0.05% | +0.16% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | +0.04% | -1.23% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.17% | +0.06% | -0.60% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.13% | -0.03% | -27.16% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | -0.10% | +29.24% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.01% | +6.50% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | +0.03% | +0.10% | |
| 16 | F | Ford Motor Co | Stock-Consumer Disc | 0.65% | -0.20% | EXIT | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.03% | +12.79% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | — | -5.13% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.04% | -7.31% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.15% | +45.47% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.51% | -0.08% | +41.57% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | — | +20.34% | |
| 23 | SPGI | S&p Global Inc | Stock-Financials | 0.48% | -0.02% | +4.31% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.01% | -3.10% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | — | +0.25% | |
| 26 | ADI | Analog Devices Inc | Stock-Tech | 0.45% | +0.01% | -3.82% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.44% | -0.03% | +2.37% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.44% | -0.02% | -2.30% | |
| 29 | HEI | Heico CORP | Stock-Industrials | 0.44% | +0.03% | -0.56% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.06% | -4.12% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | -0.02% | +20.61% | |
| 32 | TYL | Tyler Technologies Inc | Stock-Tech | 0.41% | -0.07% | +7.53% | |
| 33 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.37% | +0.17% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.09% | +9.03% | |
| 35 | FAST | Fastenal Co | Stock-Industrials | 0.36% | -0.03% | +2.33% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.08% | +91.10% | |
| 37 | FIVE | Five Below | Stock-Consumer Disc | 0.35% | -0.21% | +5.26% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | +0.10% | -19.46% | |
| 39 | PH | Parker Hannifin CORP | Stock-Industrials | 0.34% | -0.04% | +20.57% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.34% | -0.04% | +0.62% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.34% | -0.02% | +4.11% | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.33% | -0.07% | +80.05% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.33% | -0.01% | -2.42% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.04% | +5.14% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.11% | -1.74% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.31% | -0.02% | +51.81% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | +0.01% | +31.13% | |
| 48 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.30% | -0.01% | +0.30% | |
| 49 | ARDT | Ardent Health Inc | Stock-Other | 0.30% | — | — | |
| 50 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 0.29% | — | +124.19% |
According to official SEC Form 13F filings, Baron Wealth Management LLC reported a total U.S. public equity portfolio value of $385.7M across 210 disclosed positions in Q1 2025.
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, MFSI) accounted for 27.4% of total reported equity market value during Q1 2025.
During Q1 2025, Baron Wealth Management LLC's top holdings by market value included QUAL (22.1%)、IJR (10.5%)、MFSI (5.3%). The largest single position, QUAL, represented 22.1% of total portfolio value.
In Q1 2025, 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.
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