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CIK: 0001968507
Total reported value
$385.7M
$385.7M
279 檔
38.4%
At the close of Q1 2026, Baron Wealth Management LLC disclosed equity holdings valued at approximately $385.7M, spread across 279 reported holdings.
In Q1 2026, Baron Wealth Management LLC displayed an active expansion posture, initiating 44 new positions and adding to 75 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 279 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 16.10% | -0.06% | -1.35% | |
| 2 | DIVI | Franklin International Core | ETF-Other | 8.81% | -0.51% | +1.75% | |
| 3 | MFSI | Mfs Active International | ETF-Other | 8.66% | -0.29% | -0.36% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.40% | -0.18% | -9.75% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.31% | -0.17% | +55.01% | |
| 6 | SNA | Snap-on Inc | Stock-Industrials | 2.66% | -0.11% | +2.06% | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.22% | +0.17% | +13.30% | |
| 8 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 1.88% | +0.39% | +72.36% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.65% | -0.01% | -0.64% | |
| 10 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 1.41% | — | — | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.26% | -0.05% | +6.02% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | +0.03% | -3.52% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.99% | -0.03% | +0.02% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | +0.04% | -11.26% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.96% | +0.06% | -1.18% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.01% | +4.04% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.09% | +47.84% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.10% | +2.34% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.04% | +87.45% | |
| 20 | FIVE | Five Below | Stock-Consumer Disc | 0.66% | -0.21% | -5.69% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | — | -4.02% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.09% | +2.41% | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 0.49% | -0.04% | +2.19% | |
| 24 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.47% | +0.19% | +9.57% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.11% | -4.17% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | +0.04% | — | |
| 27 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.43% | +0.03% | +2.94% | |
| 28 | ADI | Analog Devices Inc | Stock-Tech | 0.43% | +0.01% | -4.82% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | -0.02% | +4.73% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | +0.03% | -3.08% | |
| 31 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.36% | -0.07% | +1.63% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.08% | +28.64% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.34% | -0.02% | — | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.15% | -5.78% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.33% | -0.08% | -16.99% | |
| 36 | SAN | Banco Santander Sa-spon Adr | Stock-Financials | 0.31% | +0.03% | +1.26% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | — | +7.28% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.31% | +0.11% | +2.10% | |
| 39 | CTVA | Corteva Inc | Stock-Materials | 0.30% | -0.03% | +37.70% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.30% | -0.01% | +6.53% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | -0.01% | +13.49% | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.28% | +0.04% | -2.54% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.28% | -0.02% | +25.88% | |
| 44 | JBL | Jabil Inc | Stock-Tech | 0.28% | +0.07% | -0.59% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.28% | +0.06% | -3.88% | |
| 46 | FAST | Fastenal Co | Stock-Industrials | 0.28% | -0.03% | -0.96% | |
| 47 | AEIS | Advanced Energy Industries | Stock-Industrials | 0.28% | — | +0.03% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.27% | +0.12% | +5.48% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | -27.29% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.27% | -0.01% | +8.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.2% | +55.01% | Add |
| 2 | IVOG | Vanguard S&p Mid-cap 400 Gro | +0.8% | +72.36% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +87.45% | Add |
| 4 | SDVY | First Trust Smid Cap Rising | +0.3% | +13.30% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +47.84% | Add |
| 6 | JNJ | Johnson & Johnson | +0.1% | +2.34% | Add |
| 7 | SNA | Snap-on Inc | +0.1% | +2.06% | Add |
| 8 | CTVA | Corteva Inc | +0.1% | +37.70% | Add |
| 9 | DIVI | Franklin International Core | +0.1% | +1.75% | Add |
| 10 | AEIS | Advanced Energy Industries | +0.1% | +0.03% | Add |
| 11 | BTE | Baytex Energy CORP | +0.1% | +153.91% | Add |
| 12 | CL | Colgate-palmolive Co | +0.1% | +95.86% | Add |
| 13 | LIN | Linde plc | +0.1% | +25.88% | Add |
| 14 | BWA | Borgwarner Inc | +0.1% | +2.94% | Add |
| 15 | SU | Suncor Energy Inc | +0.1% | +2.59% | Add |
| 16 | FIVE | Five Below | +0.1% | -5.69% | Trim |
| 17 | XOM | Exxon Mobil CORP | +0.1% | -3.91% | Trim |
| 18 | CAT | Caterpillar Inc | +0.1% | +2.10% | Add |
| 19 | COST | Costco Wholesale CORP | +0.1% | +64.50% | Add |
| 20 | ABBV | Abbvie Inc | +0.1% | +42.11% | Add |
| 21 | EFXT | Enerflex LTD | +0.1% | +7.63% | Add |
| 22 | IMO | Imperial Oil LTD | +0.1% | +3.17% | Add |
| 23 | BKDV | Bny Mellon Dynamic Value | +0.1% | +29.94% | Add |
| 24 | MCO | Moody's CORP | +0.1% | +85.53% | Add |
| 25 | DLX | Deluxe CORP | +0.1% | +26.91% | Add |
| 26 | MO | Altria Group Inc | +0.1% | +11.09% | Add |
| 27 | BFH | Bread Financial Holdings Inc | +0.1% | +49.24% | Add |
| 28 | CBT | Cabot CORP | 0% | +38.07% | Add |
| 29 | AMGN | Amgen Inc | 0% | +17.29% | Add |
| 30 | GILD | Gilead Sciences Inc | 0% | +1.63% | Add |
| 31 | ADI | Analog Devices Inc | 0% | -4.82% | Trim |
| 32 | TS | Tenaris Sa-adr | 0% | +2.58% | Add |
| 33 | MUR | Murphy Oil CORP | 0% | +2.57% | Add |
| 34 | RSP | Invesco S&p 500 Equal Weight | 0% | +50.91% | Add |
| 35 | JBL | Jabil Inc | 0% | -0.59% | Trim |
| 36 | AA | Alcoa CORP | 0% | +1.36% | Add |
| 37 | PG | Procter & Gamble Co/the | 0% | +13.49% | Add |
| 38 | IVLU | Ishares Msci International V | 0% | +24.05% | Add |
| 39 | FAST | Fastenal Co | 0% | -0.96% | Trim |
| 40 | CGAU | Centerra Gold Inc | 0% | +6.24% | Add |
| 41 | MGA | Magna International Inc | 0% | +26.92% | Add |
| 42 | NAT | Nordic American Tankers Limited | 0% | +3.37% | Add |
| 43 | VOD | Vodafone Group Plc-sp Adr | 0% | +3.51% | Add |
| 44 | MRK | Merck & Co. Inc. | 0% | +11.51% | Add |
| 45 | GEV | GE Vernova Inc | 0% | +11.40% | Add |
| 46 | KMT | Kennametal Inc | 0% | +3.81% | Add |
| 47 | CTAS | Cintas CORP | 0% | +53.42% | Add |
| 48 | DHT | DHT Holdings, Inc. | 0% | +4.18% | Add |
| 49 | ZIM | ZIM Integrated Shipping Services Ltd. | 0% | +17.88% | Add |
| 50 | ITW | Illinois Tool Works | 0% | +31.58% | Add |
According to official SEC Form 13F filings, Baron Wealth Management LLC reported a total U.S. public equity portfolio value of $385.7M across 279 disclosed positions in Q1 2026.
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, DIVI, MFSI) accounted for 38.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
ODFL
市值: $607.0K
Top Position Liquidated / Trimmed
IWD
前期市值: $631.2K
During Q1 2026, Baron Wealth Management LLC's top holdings by market value included QUAL (16.1%)、DIVI (8.8%)、MFSI (8.7%). The largest single position, QUAL, represented 16.1% of total portfolio value.
In Q1 2026, Baron Wealth Management LLC made 195 total portfolio adjustments, initiating 44 new buys, adding to 75 positions, trimming 53 holdings, and fully liquidating 23 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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