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CIK: 0001968507
Total reported value
$388.8M
$388.8M
304 檔
42.7%
According to the latest 13F quarterly dataset, Baron Wealth Management LLC managed an equity portfolio of $388.8M at the end of Q2 2026, spanning 304 distinct U.S. exchange-listed positions.
In Q2 2026, Baron Wealth Management LLC displayed an active expansion posture, initiating 46 new positions and adding to 83 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 304 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 16.04% | +0.02% | +0.39% | |
| 2 | MFSI | Mfs Active International | ETF-Other | 8.37% | -0.03% | +1.97% | |
| 3 | DIVI | Franklin International Core | ETF-Other | 8.30% | +0.01% | +1.26% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.22% | -0.58% | -6.13% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.14% | +0.69% | -3.00% | |
| 6 | SNA | Snap-on Inc | Stock-Industrials | 2.55% | -0.27% | — | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.39% | -0.18% | +13.54% | |
| 8 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 2.27% | -0.11% | +18.46% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | +0.02% | -0.18% | |
| 10 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 1.41% | -0.20% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.11% | +3.13% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.21% | -0.03% | +0.11% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | +0.02% | +0.49% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | +0.45% | +19.71% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | -0.11% | +3.20% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | -0.02% | +0.24% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.12% | +2.70% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | -0.03% | -1.23% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | +0.05% | -1.78% | |
| 20 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.66% | +0.12% | +38.04% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | -0.10% | +9.66% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | — | +2.52% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | — | — | |
| 24 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.46% | -0.05% | +1.08% | |
| 25 | MU | Micron Technology Inc | Stock-Tech | 0.46% | -0.12% | -8.05% | |
| 26 | FIVE | Five Below | Stock-Consumer Disc | 0.45% | +0.10% | -0.21% | |
| 27 | PH | Parker Hannifin CORP | Stock-Industrials | 0.45% | -0.02% | -2.96% | |
| 28 | ADI | Analog Devices Inc | Stock-Tech | 0.44% | -0.04% | -4.55% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | -0.13% | +4.66% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | +0.04% | +10.46% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | -0.05% | +7.19% | |
| 32 | JBL | Jabil Inc | Stock-Tech | 0.35% | -0.09% | -0.65% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | -0.05% | -3.28% | |
| 34 | SAN | Banco Santander Sa-spon Adr | Stock-Financials | 0.34% | — | +1.53% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.34% | -0.01% | -1.69% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.07% | -6.62% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | — | -0.15% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.32% | -0.04% | +1.78% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | +0.03% | +9.31% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.29% | +0.06% | +4.96% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.01% | +4.67% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | -0.01% | +12.78% | |
| 43 | BCS | Barclays Plc-spons Adr | Stock-Financials | 0.28% | -0.04% | +15.75% | |
| 44 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 0.28% | +0.02% | +17.49% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | -0.02% | +10.79% | |
| 46 | AEIS | Advanced Energy Industries | Stock-Industrials | 0.28% | -0.07% | +0.17% | |
| 47 | CTVA | Corteva Inc | Stock-Materials | 0.27% | -0.04% | +3.73% | |
| 48 | GTX | Garrett Motion Inc | Stock-Consumer Disc | 0.27% | -0.08% | +5.12% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.02% | +0.47% | |
| 50 | LIN | Linde plc | Stock-Materials | 0.26% | -0.03% | +1.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVOG | Vanguard S&p Mid-cap 400 Gro | +0.4% | +18.46% | Add |
| 2 | MU | Micron Technology Inc | +0.3% | -8.05% | Trim |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | NEW | New buy |
| 4 | FELG | Fidelity Enh Lrg Cap Gwth | +0.2% | +38.04% | Add |
| 5 | SDVY | First Trust Smid Cap Rising | +0.2% | +13.54% | Add |
| 6 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 7 | CSCO | Cisco Systems Inc | +0.1% | +7.19% | Add |
| 8 | GTX | Garrett Motion Inc | +0.1% | +5.12% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | +4.66% | Add |
| 10 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 11 | UNH | Unitedhealth Group Inc | +0.1% | +38.11% | Add |
| 12 | CCI | Crown Castle Inc | +0.1% | NEW | New buy |
| 13 | ADP | Automatic Data Processing | +0.1% | NEW | New buy |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.20% | Add |
| 15 | AVGO | Broadcom Inc | +0.1% | +9.66% | Add |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +14.11% | Add |
| 17 | FMS | Fresenius Medical Care-adr | +0.1% | NEW | New buy |
| 18 | ROK | Rockwell Automation Inc | +0.1% | NEW | New buy |
| 19 | IX | Orix - Sponsored Adr | +0.1% | NEW | New buy |
| 20 | CVS | Cvs Health CORP | +0.1% | NEW | New buy |
| 21 | AMT | American Tower CORP | +0.1% | NEW | New buy |
| 22 | EQR | Equity Residential | +0.1% | NEW | New buy |
| 23 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 24 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 25 | JBL | Jabil Inc | +0.1% | -0.65% | Trim |
| 26 | GLW | Corning Inc | +0.1% | +15.44% | Add |
| 27 | SNX | TD Synnex CORP | +0.1% | NEW | New buy |
| 28 | SNDR | Schneider National Inc-cl B | +0.1% | NEW | New buy |
| 29 | NHC | National Healthcare CORP | +0.1% | NEW | New buy |
| 30 | FIX | Comfort Systems USA Inc | +0.1% | NEW | New buy |
| 31 | KTB | Kontoor Brands Inc | +0.1% | NEW | New buy |
| 32 | CSTM | Constellium SE | +0.1% | NEW | New buy |
| 33 | DBX | Dropbox Inc-class A | +0.1% | NEW | New buy |
| 34 | ACN | Accenture plc | +0.1% | NEW | New buy |
| 35 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 36 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.49% | Add |
| 37 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.69% | Trim |
| 38 | BCS | Barclays Plc-spons Adr | +0.1% | +15.75% | Add |
| 39 | CBT | Cabot CORP | +0.1% | +32.24% | Add |
| 40 | TOL | Toll Brothers Inc | +0.1% | +74.41% | Add |
| 41 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 42 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 43 | YELP | Yelp Inc | +0.1% | NEW | New buy |
| 44 | AIT | Applied Industrial Tech Inc | +0.1% | NEW | New buy |
| 45 | IHG | Intercontinental Hotels-adr | +0.1% | NEW | New buy |
| 46 | MCY | Mercury General CORP | +0.1% | NEW | New buy |
| 47 | ✓ | Ituran Location And Control | +0.1% | NEW | New buy |
| 48 | ENVA | Enova International Inc | +0.1% | NEW | New buy |
| 49 | NSIT | Insight Enterprises Inc | +0.1% | NEW | New buy |
| 50 | OC | Owens Corning | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Baron Wealth Management LLC reported a total U.S. public equity portfolio value of $388.8M across 304 disclosed positions in Q2 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, MFSI, DIVI) accounted for 42.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
VTI
市值: $778.1K
Top Position Liquidated / Trimmed
F
前期市值: $679.9K
During Q2 2026, Baron Wealth Management LLC's top holdings by market value included QUAL (16.0%)、MFSI (8.4%)、DIVI (8.3%). The largest single position, QUAL, represented 16.0% of total portfolio value.
In Q2 2026, Baron Wealth Management LLC made 195 total portfolio adjustments, initiating 46 new buys, adding to 83 positions, trimming 44 holdings, and fully liquidating 22 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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