Baron Wealth Management LLC
CIK: 0001968507SEC EDGAR →
Portfolio Value
$324.5M
Holdings
259
As of
Q4 2025
New Positions
259
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 284,589 | $56.5M | 17.42% |
| 2 | MFS ACTIVE EXCHANGE TRADED F | 978,004 | $29.8M | 9.18% |
| 3 | FRANKLIN TEMPLETON ETF TR | 726,946 | $28.3M | 8.71% |
| 4 | ISHARES TR | 190,826 | $22.9M | 7.07% |
| 5 | APPLE INC | 36,675 | $10.0M | 3.07% |
| 6 | SNAP ON INC | 23,954 | $8.3M | 2.54% |
| 7 | FIRST TR EXCHANGE-TRADED FD | 165,869 | $6.4M | 1.96% |
| 8 | RIVIAN AUTOMOTIVE INC | 313,953 | $6.2M | 1.91% |
| 9 | SPDR S&P 500 ETF TR | 8,536 | $5.8M | 1.79% |
| 10 | MICROSOFT CORP | 9,864 | $4.8M | 1.47% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (259)
$56.5M · 285K shares
$29.8M · 978K shares
$28.3M · 727K shares
$22.9M · 191K shares
$10.0M · 37K shares
$8.3M · 24K shares
$6.4M · 166K shares
$6.2M · 314K shares
$5.8M · 9K shares
$4.8M · 10K shares
$4.4M · 24K shares
$4.1M · 19K shares
$3.6M · 29K shares
$3.5M · 29K shares
$3.3M · 14K shares
$3.2M · 52K shares
$2.4M · 12K shares
$2.2M · 7K shares
$2.1M · 6K shares
$2.0M · 6K shares
$1.9M · 10K shares
$1.6M · 38K shares
$1.6M · 2K shares
$1.6M · 3K shares
$1.5M · 5K shares
$1.4M · 4K shares
$1.4M · 110K shares
$1.4M · 13K shares
$1.4M · 3K shares
$1.4M · 6K shares
$1.3M · 2K shares
$1.3M · 5K shares
$1.2M · 13K shares
$1.2M · 26K shares
$1.1M · 12K shares
$1.1M · 92K shares
$1.1M · 27K shares
$1.0M · 6K shares
$1.0M · 2K shares
$1.0M · 8K shares
$1.0M · 2K shares
$974K · 38K shares
$971K · 1K shares
$965K · 2K shares
$945K · 15K shares
$942K · 13K shares
$928K · 10K shares
$900K · 838 shares
$877K · 3K shares
$871K · 9K shares
$861K · 11K shares
$849K · 1K shares
$849K · 49K shares
$845K · 6K shares
$838K · 6K shares
$820K · 3K shares
$819K · 1K shares
$812K · 20K shares
$809K · 4K shares
$807K · 3K shares
$799K · 4K shares
$766K · 2K shares
$718K · 6K shares
$693K · 13K shares
$692K · 2K shares
$691K · 3K shares
$684K · 2K shares
$681K · 12K shares
$649K · 2K shares
$644K · 49K shares
$642K · 2K shares
$635K · 2K shares
$631K · 3K shares
$622K · 708 shares
$621K · 22K shares
$620K · 1K shares
$620K · 2K shares
$616K · 21K shares
$612K · 5K shares
$610K · 2K shares
$602K · 3K shares
$595K · 4K shares
$591K · 10K shares
$586K · 3K shares
$582K · 9K shares
$573K · 3K shares
$562K · 4K shares
$561K · 24K shares
$557K · 2K shares
$553K · 2K shares
$552K · 2K shares
$541K · 5K shares
$539K · 8K shares
$536K · 36K shares
$519K · 938 shares
$519K · 2K shares
$514K · 760 shares
$511K · 3K shares
$503K · 11K shares
$497K · 2K shares
$491K · 4K shares
$491K · 8K shares
$482K · 2K shares
$480K · 7K shares
$478K · 4K shares
$473K · 9K shares
$472K · 815 shares
$469K · 2K shares
$460K · 26K shares
$455K · 1K shares
$452K · 6K shares
$448K · 7K shares
$444K · 4K shares
$441K · 17K shares
$440K · 12K shares
$439K · 1K shares
$439K · 1K shares
$436K · 6K shares
$432K · 527 shares
$426K · 28K shares
$422K · 902 shares
$417K · 4K shares
$416K · 4K shares
$410K · 1K shares
$410K · 4K shares
$407K · 2K shares
$406K · 11K shares
$405K · 669 shares
$404K · 4K shares
$402K · 2K shares
$399K · 2K shares
$397K · 4K shares
$392K · 2K shares
$388K · 363 shares
$380K · 7K shares
$380K · 3K shares
$378K · 1K shares
$373K · 3K shares
$373K · 26K shares
$369K · 12K shares
$369K · 7K shares
$368K · 7K shares
$365K · 4K shares
$364K · 2K shares
$362K · 2K shares
$360K · 642 shares
$360K · 4K shares
$353K · 1K shares
$350K · 7K shares
$349K · 5K shares
$347K · 3K shares
$342K · 2K shares
$339K · 5K shares
$337K · 4K shares
$329K · 4K shares
$327K · 12K shares
$327K · 2K shares
$325K · 636 shares
$325K · 697 shares
$325K · 1K shares
$324K · 192 shares
$323K · 1K shares
$323K · 4K shares
$318K · 2K shares
$317K · 2K shares
$316K · 2K shares
$316K · 2K shares
$313K · 1K shares
$313K · 3K shares
$311K · 641 shares
$309K · 5K shares
$302K · 927 shares
$301K · 4K shares
$297K · 3K shares
$296K · 138 shares
$294K · 14K shares
$293K · 1K shares
$292K · 13K shares
$288K · 3K shares
$276K · 4K shares
$270K · 268 shares
$269K · 2K shares
$268K · 1K shares
$268K · 8K shares
$268K · 4K shares
$263K · 1K shares
$263K · 3K shares
$263K · 4K shares
$262K · 2K shares
$262K · 6K shares
$261K · 1K shares
$260K · 7K shares
$260K · 2K shares
$258K · 3K shares
$255K · 1K shares
$254K · 3K shares
$252K · 7K shares
$252K · 1K shares
$252K · 1K shares
$251K · 5K shares
$250K · 744 shares
$249K · 3K shares
$248K · 911 shares
$247K · 645 shares
$246K · 2K shares
$243K · 2K shares
$239K · 933 shares
$238K · 969 shares
$236K · 18K shares
$235K · 3K shares
$235K · 6K shares
$232K · 3K shares
$231K · 2K shares
$226K · 1K shares
$226K · 262 shares
$225K · 2K shares
$223K · 342 shares
$222K · 388 shares
$222K · 1K shares
$222K · 771 shares
$221K · 775 shares
$220K · 2K shares
$217K · 198 shares
$215K · 4K shares
$214K · 1K shares
$213K · 1K shares
$212K · 1K shares
$212K · 735 shares
$211K · 319 shares
$211K · 949 shares
$211K · 3K shares
$210K · 35K shares
$210K · 5K shares
$209K · 3K shares
$209K · 24K shares
$208K · 5K shares
$204K · 605 shares
$202K · 10K shares
$201K · 883 shares
$200K · 1K shares
$188K · 13K shares
$187K · 17K shares
$172K · 14K shares
$149K · 44K shares
$135K · 13K shares
$133K · 11K shares
$124K · 38K shares
$121K · 13K shares
$121K · 15K shares
$115K · 11K shares
$111K · 19K shares
$107K · 11K shares
$94K · 10K shares
$83K · 10K shares
$75K · 17K shares
$67K · 15K shares
$59K · 10K shares
$56K · 11K shares
$43K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 75 | $170.8M | 52.7% |
| Unknown | 13 | $35.7M | 11.0% |
| Technology | 37 | $34.9M | 10.7% |
| Consumer Cyclical | 27 | $24.2M | 7.5% |
| Industrials | 38 | $23.4M | 7.2% |
| Healthcare | 24 | $13.4M | 4.1% |
| Communication Services | 10 | $8.0M | 2.5% |
| Basic Materials | 11 | $4.3M | 1.3% |
| Energy | 11 | $3.9M | 1.2% |
| Consumer Defensive | 6 | $3.6M | 1.1% |
| Utilities | 5 | $1.6M | 0.5% |
| Real Estate | 2 | $615K | 0.2% |