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Baron Wealth Management LLC 13F holdings

Filed 2026-07-07 · Baron Wealth Management LLC · 304 positions · $385.7M

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TickerCompanySharesValue% of portfolio
QUALISHARES TR281.8K$61.8M16.0%
MFSIMFS ACTIVE EXCHANGE TRADED F993.6K$32.3M8.4%
DIVIFRANKLIN TEMPLETON ETF TR749.0K$32.0M8.3%
IJRISHARES TR161.7K$24.0M6.2%
AAPLAPPLE INC55.1K$16.0M4.1%
SNASNAP ON INC24.4K$9.8M2.6%
SDVYFIRST TR EXCHANGE TRADED FD213.4K$9.2M2.4%
IVOGVANGUARD ADMIRAL FDS INC59.7K$8.7M2.3%
SPYSTATE STR SPDR S&P 500 ETF T8.5K$6.3M1.6%
RIVNRIVIAN AUTOMOTIVE INC314.0K$5.4M1.4%
NVDANVIDIA CORPORATION23.6K$4.7M1.2%
VIGVANGUARD SPECIALIZED FUNDS19.7K$4.7M1.2%
IVWISHARES TR28.6K$3.9M1.0%
MSFTMICROSOFT CORP10.5K$3.9M1.0%
GOOGLALPHABET INC10.6K$3.8M1.0%
VEAVANGUARD TAX-MANAGED FDS51.7K$3.7M1.0%
AMZNAMAZON COM INC15.4K$3.7M1.0%
GOOGALPHABET INC8.7K$3.1M0.8%
JNJJOHNSON & JOHNSON11.6K$2.9M0.8%
FELGFIDELITY COVINGTON TRUST57.9K$2.5M0.7%
AVGOBROADCOM INC6.3K$2.4M0.6%
JPMJPMORGAN CHASE & CO6.3K$2.1M0.5%
QQQINVESCO QQQ TR2.5K$1.9M0.5%
BWABORGWARNER INC26.9K$1.8M0.5%
MUMICRON TECHNOLOGY INC1.5K$1.8M0.5%
FIVEFIVE BELOW INC9.7K$1.7M0.5%
PHPARKER-HANNIFIN CORP1.8K$1.7M0.4%
ADIANALOG DEVICES INC4.3K$1.7M0.4%
CATCATERPILLAR INC1.5K$1.6M0.4%
VVISA INC4.4K$1.5M0.4%
CSCOCISCO SYS INC12.7K$1.5M0.4%
JBLJABIL INC3.5K$1.4M0.4%
TSLATESLA INC3.2K$1.3M0.3%
SANBANCO SANTANDER SA94.6K$1.3M0.3%
TSMTAIWAN SEMICONDUCTOR MANUFAC2.7K$1.3M0.3%
WMTWALMART INC11.4K$1.3M0.3%
EFAISHARES TR11.8K$1.2M0.3%
MSMORGAN STANLEY5.8K$1.2M0.3%
BRK-BBERKSHIRE HATHAWAY INC DEL2.4K$1.2M0.3%
GILDGILEAD SCIENCES INC9.0K$1.1M0.3%
LLYELI LILLY & CO941$1.1M0.3%
BNDVANGUARD BD INDEX FDS15.3K$1.1M0.3%
BCSBARCLAYS PLC40.8K$1.1M0.3%
BKDVBNY MELLON ETF TRUST II32.4K$1.1M0.3%
PGPROCTER & GAMBLE CO7.4K$1.1M0.3%
AEISADVANCED ENERGY INDS2.9K$1.1M0.3%
CTVACORTEVA INC12.4K$1.1M0.3%
GTXGARRETT MOTION INC28.7K$1.0M0.3%
VOOVANGUARD INDEX FDS1.5K$1.0M0.3%
LINLINDE PLC1.9K$1.0M0.3%
METAMETA PLATFORMS INC1.8K$1.0M0.3%
VTVVANGUARD INDEX FDS4.6K$996,5750.3%
IWMISHARES TR3.3K$984,8850.3%
IWRISHARES TR8.9K$980,6280.3%
NWGNATWEST GROUP PLC55.2K$972,8000.3%
LOWLOWES COS INC4.4K$965,7920.3%
FASTFASTENAL CO20.0K$962,0520.2%
USBUS BANCORP15.8K$951,4080.2%
MOALTRIA GROUP INC12.9K$929,9140.2%
ABBVABBVIE INC3.4K$861,1310.2%
Top Fund Holdings
13F
Top Fund Holdings

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