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CIK: 0001968507
Total reported value
$385.7M
$385.7M
246 檔
34.8%
As reported in its official Q2 2025 Form 13F filing, Baron Wealth Management LLC's tracked investment portfolio stood at $385.7M with 246 total positions.
During Q2 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 246 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 18.68% | -0.06% | -1.96% | |
| 2 | MFSI | Mfs Active International | ETF-Other | 9.32% | -0.29% | +97.46% | |
| 3 | DIVI | Franklin International Core | ETF-Other | 8.57% | -0.51% | +93.77% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.28% | -0.18% | -6.62% | |
| 5 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 2.75% | — | — | |
| 6 | SNA | Snap-on Inc | Stock-Industrials | 2.64% | -0.11% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.27% | -0.17% | -2.73% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.89% | -0.01% | -0.08% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | +0.04% | +15.99% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.03% | +36.40% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.34% | -0.05% | -0.48% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.13% | +0.17% | +264.70% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.12% | +0.06% | +0.09% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.07% | +0.01% | +20.53% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.03% | -0.03% | +0.66% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | -0.15% | +5.21% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | — | +22.71% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.10% | -17.32% | |
| 19 | FIVE | Five Below | Stock-Consumer Disc | 0.57% | -0.21% | +17.42% | |
| 20 | F | Ford Motor Co | Stock-Consumer Disc | 0.57% | -0.20% | EXIT | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.03% | +10.99% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | -0.02% | +33.66% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.04% | +0.04% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.09% | +29.80% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.08% | +64.78% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.41% | -0.08% | +4.90% | |
| 27 | HEI | Heico CORP | Stock-Industrials | 0.41% | +0.03% | -6.84% | |
| 28 | SPGI | S&p Global Inc | Stock-Financials | 0.41% | -0.02% | +2.06% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | — | +0.20% | |
| 30 | ADI | Analog Devices Inc | Stock-Tech | 0.39% | +0.01% | -7.68% | |
| 31 | PH | Parker Hannifin CORP | Stock-Industrials | 0.38% | -0.04% | +20.11% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.37% | -0.02% | -4.94% | |
| 33 | NOW | Servicenow Inc | Stock-Tech | 0.35% | -0.04% | -1.45% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | — | -5.93% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.01% | -1.95% | |
| 36 | TYL | Tyler Technologies Inc | Stock-Tech | 0.33% | -0.07% | -1.56% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | +0.09% | +43.37% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | +0.04% | +4.89% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.11% | +6.75% | |
| 40 | FAST | Fastenal Co | Stock-Industrials | 0.30% | -0.03% | +93.90% | |
| 41 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.30% | -0.07% | +12.84% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | +0.01% | +13.03% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.29% | -0.01% | -0.57% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.28% | -0.03% | -22.41% | |
| 45 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 0.28% | — | -2.72% | |
| 46 | SAN | Banco Santander Sa-spon Adr | Stock-Financials | 0.28% | +0.03% | +24.77% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.06% | -7.64% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.28% | -0.02% | +6.88% | |
| 49 | RRR | Red Rock Resorts Inc-class A | Stock-Other | 0.27% | -0.19% | — | |
| 50 | LIN | Linde plc | Stock-Materials | 0.27% | -0.02% | -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 246 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including QUAL, MFSI, DIVI) accounted for 34.8% of total reported equity market value during Q2 2025.
During Q2 2025, Baron Wealth Management LLC's top holdings by market value included QUAL (18.7%)、MFSI (9.3%)、DIVI (8.6%). The largest single position, QUAL, represented 18.7% of total portfolio value.
In Q2 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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