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CIK: 0001968507
Total reported value
$385.7M
$385.7M
259 檔
38.2%
During the Q4 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 259 reported positions.
In Q4 2025, Baron Wealth Management LLC displayed an active expansion posture, initiating 17 new positions and adding to 21 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 259 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 17.42% | -0.06% | +0.19% | |
| 2 | MFSI | Mfs Active International | ETF-Other | 9.18% | -0.29% | +2.19% | |
| 3 | DIVI | Franklin International Core | ETF-Other | 8.71% | -0.51% | +2.82% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.07% | -0.18% | -10.27% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.07% | -0.17% | +2.50% | |
| 6 | SNA | Snap-on Inc | Stock-Industrials | 2.54% | -0.11% | — | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.96% | +0.17% | +71.29% | |
| 8 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 1.91% | — | -38.91% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.79% | -0.01% | +0.13% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | +0.04% | +5.77% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.03% | +11.49% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.26% | -0.05% | +0.45% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.09% | +0.06% | +0.06% | |
| 14 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 1.08% | +0.39% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.01% | +11.67% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.99% | -0.03% | +0.85% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.10% | +0.89% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.09% | +4.80% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | — | +1.45% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.09% | +55.95% | |
| 21 | FIVE | Five Below | Stock-Consumer Disc | 0.60% | -0.21% | -16.47% | |
| 22 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.49% | +0.19% | +172.15% | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 0.48% | -0.04% | +11.57% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | +0.04% | +0.04% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.04% | +1.83% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | +0.03% | -0.36% | |
| 27 | F | Ford Motor Co | Stock-Consumer Disc | 0.44% | -0.20% | EXIT | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.11% | +37.09% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.02% | -17.24% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.42% | -0.08% | +7.98% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | — | +0.59% | |
| 32 | ADI | Analog Devices Inc | Stock-Tech | 0.39% | +0.01% | +0.99% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.36% | -0.15% | +903.84% | |
| 34 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.36% | +0.03% | +11.84% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.35% | -0.02% | +1.44% | |
| 36 | SAN | Banco Santander Sa-spon Adr | Stock-Financials | 0.33% | +0.03% | -6.24% | |
| 37 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 0.33% | — | +0.11% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.32% | +0.04% | +11.36% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.08% | -5.20% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.32% | -0.07% | +3.67% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | — | +6.83% | |
| 42 | BCS | Barclays Plc-spons Adr | Stock-Financials | 0.30% | +0.06% | +11.18% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | — | +310.12% | |
| 44 | SPGI | S&p Global Inc | Stock-Financials | 0.30% | -0.02% | -3.20% | |
| 45 | RRR | Red Rock Resorts Inc-class A | Stock-Other | 0.29% | -0.19% | +1.02% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | -0.01% | — | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.29% | -0.04% | +8.93% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | +0.04% | +25.45% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.27% | +0.06% | +7.77% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.27% | -0.01% | +1.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SDVY | First Trust Smid Cap Rising | +0.7% | +71.29% | Add |
| 2 | FELG | Fidelity Enh Lrg Cap Gwth | +0.3% | +172.15% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.2% | +310.12% | Add |
| 4 | AVGO | Broadcom Inc | +0.2% | +55.95% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.80% | Add |
| 6 | WMT | Walmart Inc | +0.1% | +37.09% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | +25.45% | Add |
| 8 | AMGN | Amgen Inc | +0.1% | +121.61% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +11.67% | Add |
| 10 | PH | Parker Hannifin CORP | +0.1% | +11.57% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +1.83% | Add |
| 12 | USB | US Bancorp | +0.1% | +44.41% | Add |
| 13 | EFXT | Enerflex LTD | +0.1% | +64.17% | Add |
| 14 | AAPL | Apple Inc | +0.1% | +2.50% | Add |
| 15 | BCS | Barclays Plc-spons Adr | +0.1% | +11.18% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +11.49% | Add |
| 17 | JNJ | Johnson & Johnson | 0% | +0.89% | Add |
| 18 | DIVI | Franklin International Core | 0% | +2.82% | Add |
| 19 | CTAS | Cintas CORP | -0.1% | -45.81% | Trim |
| 20 | TSLA | Tesla Inc | -0.1% | -17.24% | Trim |
| 21 | NFLX | Netflix Inc | -0.1% | +903.84% | Add |
| 22 | MFSI | Mfs Active International | -0.2% | +2.19% | Add |
| 23 | RIVN | Rivian Automotive Inc-a | -0.6% | -38.91% | Trim |
| 24 | QUAL | Ishares Msci USA Quality Fac | -0.9% | +0.19% | Add |
| 25 | IJR | Ishares Core S&p Small-cap E | -1.3% | -10.27% | Trim |
| 26 | IVOG | Vanguard S&p Mid-cap 400 Gro | — | NEW | New buy |
| 27 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 28 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 29 | BKDV | Bny Mellon Dynamic Value | — | NEW | New buy |
| 30 | AA | Alcoa CORP | — | NEW | New buy |
| 31 | OVV | Ovintiv Inc | — | EXIT | Sold out |
| 32 | MGA | Magna International Inc | — | NEW | New buy |
| 33 | TNL | Travel + Leisure Co | — | NEW | New buy |
| 34 | PM | Philip Morris International | — | EXIT | Sold out |
| 35 | FICO | Fair Isaac CORP | — | NEW | New buy |
| 36 | AMT | American Tower CORP | — | EXIT | Sold out |
| 37 | CALM | Cal-maine Foods Inc | — | EXIT | Sold out |
| 38 | CMA | Comerica Inc | — | EXIT | Sold out |
| 39 | BFH | Bread Financial Holdings Inc | — | NEW | New buy |
| 40 | MKL | Markel Group Inc | — | NEW | New buy |
| 41 | BA | Boeing Co/the | — | NEW | New buy |
| 42 | DLX | Deluxe CORP | — | NEW | New buy |
| 43 | PSIX | Power Solutions Internationa | — | EXIT | Sold out |
| 44 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 45 | WAFD | Wafd Inc | — | NEW | New buy |
| 46 | QBTS | D-wave Quantum Inc | — | EXIT | Sold out |
| 47 | IBP | Installed Building Products | — | NEW | New buy |
| 48 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 49 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 50 | KFY | Korn Ferry | — | EXIT | Sold out |
According to official SEC Form 13F filings, Baron Wealth Management LLC reported a total U.S. public equity portfolio value of $385.7M across 259 disclosed positions in Q4 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, MFSI, DIVI) accounted for 38.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
IVOG
市值: $3.5M
Top Position Liquidated / Trimmed
OVV
前期市值: $363.4K
During Q4 2025, Baron Wealth Management LLC's top holdings by market value included QUAL (17.4%)、MFSI (9.2%)、DIVI (8.7%). The largest single position, QUAL, represented 17.4% of total portfolio value.
In Q4 2025, Baron Wealth Management LLC made 50 total portfolio adjustments, initiating 17 new buys, adding to 21 positions, trimming 4 holdings, and fully liquidating 8 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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