Baron Wealth Management LLC Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$282.3B
Holdings
246
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (246 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | QUALISHARES TR | 288,385 | $52.7B | 18.68% | |
| 2 | MFSIMFS ACTIVE EXCHANGE TRADED F | 924,284 | $26.3B | 9.32% | |
| 3 | DIVIFRANKLIN TEMPLETON ETF TR | 678,704 | $24.2B | 8.57% | |
| 4 | IJRISHARES TR | 213,802 | $23.4B | 8.28% | |
| 5 | RIVNRIVIAN AUTOMOTIVE INC | 563,953 | $7.7B | 2.75% | |
| 6 | SNASNAP ON INC | 23,954 | $7.5B | 2.64% | |
| 7 | AAPLAPPLE INC | 31,219 | $6.4B | 2.27% | |
| 8 | SPYSPDR S&P 500 ETF TR | 8,656 | $5.3B | 1.89% | |
| 9 | MSFTMICROSOFT CORP | 10,098 | $5.0B | 1.78% | |
| 10 | NVDANVIDIA CORPORATION | 24,313 | $3.8B | 1.36% | |
| 11 | VIGVANGUARD SPECIALIZED FUNDS | 18,416 | $3.8B | 1.34% | |
| 12 | SDVYFIRST TR EXCHANGE-TRADED FD | 90,660 | $3.2B | 1.13% | |
| 13 | IVWISHARES TR | 28,784 | $3.2B | 1.12% | |
| 14 | AMZNAMAZON COM INC | 13,774 | $3.0B | 1.07% | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 50,937 | $2.9B | 1.03% | |
| 16 | NFLXNETFLIX INC | 1,333 | $1.8B | 0.63% | |
| 17 | JPMJPMORGAN CHASE & CO. | 6,154 | $1.8B | 0.63% | |
| 18 | JNJJOHNSON & JOHNSON | 10,878 | $1.7B | 0.59% | |
| 19 | FIVEFIVE BELOW INC | 12,342 | $1.6B | 0.57% | |
| 20 | FFORD MTR CO | 148,128 | $1.6B | 0.57% | |
| 21 | VVISA INC | 4,453 | $1.6B | 0.56% | |
| 22 | TSLATESLA INC | 4,944 | $1.6B | 0.56% | |
| 23 | NDQINVESCO QQQ TR | 2,536 | $1.4B | 0.50% | |
| 24 | GOOGLALPHABET INC | 6,977 | $1.2B | 0.44% | |
| 25 | METAMETA PLATFORMS INC | 1,572 | $1.2B | 0.41% | |
| 26 | LOWLOWES COS INC | 5,223 | $1.2B | 0.41% | |
| 27 | HEIHEICO CORP NEW | 3,501 | $1.1B | 0.41% | |
| 28 | SPGIS&P GLOBAL INC | 2,175 | $1.1B | 0.41% | |
| 29 | VOOVANGUARD INDEX FDS | 2,010 | $1.1B | 0.40% | |
| 30 | ADIANALOG DEVICES INC | 4,650 | $1.1B | 0.39% | |
| 31 | PHPARKER-HANNIFIN CORP | 1,535 | $1.1B | 0.38% | |
| 32 | EFAISHARES TR | 11,686 | $1.0B | 0.37% | |
| 33 | NOWSERVICENOW INC | 954 | $980.8M | 0.35% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,015 | $978.8M | 0.35% | |
| 35 | PGPROCTER AND GAMBLE CO | 5,978 | $952.4M | 0.34% | |
| 36 | TYLTYLER TECHNOLOGIES INC | 1,574 | $933.1M | 0.33% | |
| 37 | AVGOBROADCOM INC | 3,266 | $900.2M | 0.32% | |
| 38 | GOOGALPHABET INC | 5,045 | $895.0M | 0.32% | |
| 39 | WMTWALMART INC | 8,803 | $860.8M | 0.30% | |
| 40 | FASTFASTENAL CO | 20,272 | $851.4M | 0.30% | |
| 41 | GILDGILEAD SCIENCES INC | 7,637 | $846.7M | 0.30% | |
| 42 | MAMASTERCARD INCORPORATED | 1,457 | $818.8M | 0.29% | |
| 43 | IWRISHARES TR | 8,863 | $815.1M | 0.29% | |
| 44 | CRMSALESFORCE INC | 2,912 | $794.1M | 0.28% | |
| 45 | DBDEUTSCHE BANK A G | 27,099 | $793.5M | 0.28% | |
| 46 | SANBANCO SANTANDER S.A. | 95,312 | $791.1M | 0.28% | |
| 47 | CVXCHEVRON CORP NEW | 5,521 | $790.6M | 0.28% | |
| 48 | ABTABBOTT LABS | 5,750 | $782.1M | 0.28% | |
| 49 | RRRRED ROCK RESORTS INC | 14,894 | $774.9M | 0.27% | |
| 50 | LINLINDE PLC | 1,641 | $770.0M | 0.27% | |
| 51 | JBLJABIL INC | 3,525 | $768.8M | 0.27% | |
| 52 | DWDMORGAN STANLEY | 5,216 | $734.7M | 0.26% | |
| 53 | BWABORGWARNER INC | 21,753 | $728.3M | 0.26% | |
| 54 | CSCOCISCO SYS INC | 10,200 | $707.7M | 0.25% | |
| 55 | IWMISHARES TR | 3,260 | $703.5M | 0.25% | |
| 56 | VRSKVERISK ANALYTICS INC | 2,247 | $700.0M | 0.25% | |
| 57 | VEEVVEEVA SYS INC | 2,405 | $692.6M | 0.25% | |
| 58 | OEFISHARES TR | 2,236 | $680.5M | 0.24% | |
| 59 | VOVANGUARD INDEX FDS | 2,419 | $677.0M | 0.24% | |
| 60 | WFCWELLS FARGO CO NEW | 8,389 | $672.1M | 0.24% | |
| 61 | CITCINTAS CORP | 2,942 | $655.6M | 0.23% | |
| 62 | PENNPENN ENTERTAINMENT INC | 36,363 | $649.8M | 0.23% | |
| 63 | TRVTRAVELERS COMPANIES INC | 2,422 | $647.9M | 0.23% | |
| 64 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,732 | $618.8M | 0.22% | |
| 65 | CBCHUBB LIMITED | 2,119 | $614.0M | 0.22% | |
| 66 | NWGNATWEST GROUP PLC | 43,272 | $612.3M | 0.22% | |
| 67 | BCSBARCLAYS PLC | 32,937 | $612.3M | 0.22% | |
| 68 | ECLECOLAB INC | 2,138 | $576.1M | 0.20% | |
| 69 | CSGPCOSTAR GROUP INC | 7,159 | $575.6M | 0.20% | |
| 70 | EMREMERSON ELEC CO | 4,260 | $568.0M | 0.20% | |
| 71 | MOALTRIA GROUP INC | 9,640 | $565.2M | 0.20% | |
| 72 | VTVVANGUARD INDEX FDS | 3,075 | $543.5M | 0.19% | |
| 73 | BACBANK AMERICA CORP | 11,481 | $543.3M | 0.19% | |
| 74 | SAPSAP SE | 1,785 | $542.9M | 0.19% | |
| 75 | PAYXPAYCHEX INC | 3,705 | $538.9M | 0.19% | |
| 76 | DHRDANAHER CORPORATION | 2,702 | $533.8M | 0.19% | |
| 77 | ROLROLLINS INC | 9,319 | $525.8M | 0.19% | |
| 78 | RBARB GLOBAL INC | 4,921 | $522.6M | 0.19% | |
| 79 | CATCATERPILLAR INC | 1,297 | $503.6M | 0.18% | |
| 80 | LLYELI LILLY & CO | 642 | $500.6M | 0.18% | |
| 81 | VODVODAFONE GROUP PLC NEW | 46,020 | $490.6M | 0.17% | |
| 82 | SYKSTRYKER CORPORATION | 1,234 | $488.2M | 0.17% | |
| 83 | CLCOLGATE PALMOLIVE CO | 5,364 | $487.6M | 0.17% | |
| 84 | STRLSTERLING INFRASTRUCTURE INC | 2,103 | $485.2M | 0.17% | |
| 85 | WRBBERKLEY W R CORP | 6,589 | $484.1M | 0.17% | |
| 86 | GWWGRAINGER W W INC | 451 | $469.2M | 0.17% | |
| 87 | MCDMCDONALDS CORP | 1,604 | $468.8M | 0.17% | |
| 88 | GKDGRAND CANYON ED INC | 2,456 | $464.2M | 0.16% | |
| 89 | SONYSONY GROUP CORP | 17,764 | $462.4M | 0.16% | |
| 90 | RTXRTX CORPORATION | 3,161 | $461.6M | 0.16% | |
| 91 | GSGOLDMAN SACHS GROUP INC | 632 | $447.4M | 0.16% | |
| 92 | ALSALLSTATE CORP | 2,212 | $445.4M | 0.16% | |
| 93 | MMM3M CO | 2,918 | $444.3M | 0.16% | |
| 94 | AFLAFLAC INC | 4,160 | $438.7M | 0.16% | |
| 95 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 4,389 | $430.2M | 0.15% | |
| 96 | IGFISHARES TR | 7,219 | $427.4M | 0.15% | |
| 97 | MCKMCKESSON CORP | 580 | $425.0M | 0.15% | |
| 98 | FELGFIDELITY COVINGTON TRUST | 11,426 | $423.1M | 0.15% | |
| 99 | IDXXIDEXX LABS INC | 767 | $411.4M | 0.15% | |
| 100 | JOYYJOYY INC | 8,076 | $411.2M | 0.15% |
Page 1 of 3Next