Baron Wealth Management LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$324.5M
Holdings
259
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (259 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | QUALISHARES TR | 284,589 | $56.5M | 17.42% | |
| 2 | MFSIMFS ACTIVE EXCHANGE TRADED F | 978,004 | $29.8M | 9.18% | |
| 3 | DIVIFRANKLIN TEMPLETON ETF TR | 726,946 | $28.3M | 8.71% | |
| 4 | IJRISHARES TR | 190,826 | $22.9M | 7.07% | |
| 5 | AAPLAPPLE INC | 36,675 | $10.0M | 3.07% | |
| 6 | SNASNAP ON INC | 23,954 | $8.3M | 2.54% | |
| 7 | SDVYFIRST TR EXCHANGE-TRADED FD | 165,869 | $6.4M | 1.96% | |
| 8 | RIVNRIVIAN AUTOMOTIVE INC | 313,953 | $6.2M | 1.91% | |
| 9 | SPYSPDR S&P 500 ETF TR | 8,536 | $5.8M | 1.79% | |
| 10 | MSFTMICROSOFT CORP | 9,864 | $4.8M | 1.47% | |
| 11 | NVDANVIDIA CORPORATION | 23,722 | $4.4M | 1.36% | |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 18,548 | $4.1M | 1.26% | |
| 13 | IVWISHARES TR | 28,825 | $3.6M | 1.09% | |
| 14 | IVOGVANGUARD ADMIRAL FDS INC | 29,250 | $3.5M | 1.08% | |
| 15 | AMZNAMAZON COM INC | 14,444 | $3.3M | 1.03% | |
| 16 | VEAVANGUARD TAX-MANAGED FDS | 51,555 | $3.2M | 0.99% | |
| 17 | JNJJOHNSON & JOHNSON | 11,504 | $2.4M | 0.73% | |
| 18 | GOOGLALPHABET INC | 6,965 | $2.2M | 0.67% | |
| 19 | JPMJPMORGAN CHASE & CO. | 6,418 | $2.1M | 0.64% | |
| 20 | AVGOBROADCOM INC | 5,639 | $2.0M | 0.60% | |
| 21 | FIVEFIVE BELOW INC | 10,309 | $1.9M | 0.60% | |
| 22 | FELGFIDELITY COVINGTON TRUST | 38,248 | $1.6M | 0.49% | |
| 23 | PHPARKER-HANNIFIN CORP | 1,784 | $1.6M | 0.48% | |
| 24 | NDQINVESCO QQQ TR | 2,538 | $1.6M | 0.48% | |
| 25 | GOOGALPHABET INC | 4,678 | $1.5M | 0.45% | |
| 26 | VVISA INC | 4,125 | $1.4M | 0.45% | |
| 27 | FFORD MTR CO | 109,739 | $1.4M | 0.44% | |
| 28 | WMTWALMART INC | 12,775 | $1.4M | 0.44% | |
| 29 | TSLATESLA INC | 3,111 | $1.4M | 0.43% | |
| 30 | LOWLOWES COS INC | 5,668 | $1.4M | 0.42% | |
| 31 | VOOVANGUARD INDEX FDS | 2,059 | $1.3M | 0.40% | |
| 32 | ADIANALOG DEVICES INC | 4,707 | $1.3M | 0.39% | |
| 33 | NFLXNETFLIX INC | 12,538 | $1.2M | 0.36% | |
| 34 | BWABORGWARNER INC | 25,848 | $1.2M | 0.36% | |
| 35 | EFAISHARES TR | 11,854 | $1.1M | 0.35% | |
| 36 | SANBANCO SANTANDER SA | 92,034 | $1.1M | 0.33% | |
| 37 | DBDEUTSCHE BANK A G | 27,432 | $1.1M | 0.33% | |
| 38 | DWDMORGAN STANLEY | 5,864 | $1.0M | 0.32% | |
| 39 | METAMETA PLATFORMS INC | 1,568 | $1.0M | 0.32% | |
| 40 | GILDGILEAD SCIENCES INC | 8,393 | $1.0M | 0.32% | |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,033 | $1.0M | 0.31% | |
| 42 | BCSBARCLAYS PLC | 38,282 | $974K | 0.30% | |
| 43 | IVVISHARES TR | 1,419 | $971K | 0.30% | |
| 44 | SPGIS&P GLOBAL INC | 1,848 | $965K | 0.30% | |
| 45 | RRRRED ROCK RESORTS INC | 15,266 | $945K | 0.29% | |
| 46 | BNDVANGUARD BD INDEX FDS | 12,722 | $942K | 0.29% | |
| 47 | WFCWELLS FARGO CO NEW | 9,966 | $928K | 0.29% | |
| 48 | LLYELI LILLY & CO | 838 | $900K | 0.28% | |
| 49 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,886 | $877K | 0.27% | |
| 50 | IWRISHARES TR | 9,052 | $871K | 0.27% | |
| 51 | CSCOCISCO SYS INC | 11,189 | $861K | 0.27% | |
| 52 | MAMASTERCARD INCORPORATED | 1,488 | $849K | 0.26% | |
| 53 | NWGNATWEST GROUP PLC | 48,547 | $849K | 0.26% | |
| 54 | CVXCHEVRON CORP NEW | 5,548 | $845K | 0.26% | |
| 55 | PGPROCTER AND GAMBLE CO | 5,854 | $838K | 0.26% | |
| 56 | HEIHEICO CORP NEW | 2,535 | $820K | 0.25% | |
| 57 | CATCATERPILLAR INC | 1,430 | $819K | 0.25% | |
| 58 | FASTFASTENAL CO | 20,255 | $812K | 0.25% | |
| 59 | JBLJABIL INC | 3,552 | $809K | 0.25% | |
| 60 | IWMISHARES TR | 3,279 | $807K | 0.25% | |
| 61 | VTVVANGUARD INDEX FDS | 4,187 | $799K | 0.25% | |
| 62 | OEFISHARES TR | 2,236 | $766K | 0.24% | |
| 63 | ABTABBOTT LABS | 5,735 | $718K | 0.22% | |
| 64 | USBUS BANCORP DEL | 12,998 | $693K | 0.21% | |
| 65 | TRVTRAVELERS COMPANIES INC | 2,388 | $692K | 0.21% | |
| 66 | DHRDANAHER CORPORATION | 3,019 | $691K | 0.21% | |
| 67 | UNHUNITEDHEALTH GROUP INC | 2,074 | $684K | 0.21% | |
| 68 | BACBANK AMERICA CORP | 12,393 | $681K | 0.21% | |
| 69 | CRMSALESFORCE INC | 2,453 | $649K | 0.20% | |
| 70 | VODVODAFONE GROUP PLC NEW | 48,783 | $644K | 0.20% | |
| 71 | LINLINDE PLC | 1,507 | $642K | 0.20% | |
| 72 | CBCHUBB LIMITED | 2,037 | $635K | 0.20% | |
| 73 | IWDISHARES TR | 3,001 | $631K | 0.19% | |
| 74 | GSGOLDMAN SACHS GROUP INC | 708 | $622K | 0.19% | |
| 75 | KGCKINROSS GOLD CORP | 22,059 | $621K | 0.19% | |
| 76 | AMGNAMGEN INC | 1,897 | $620K | 0.19% | |
| 77 | TYLTYLER TECHNOLOGIES INC | 1,367 | $620K | 0.19% | |
| 78 | BKDVBNY MELLON ETF TRUST II | 21,236 | $616K | 0.19% | |
| 79 | XOMEXXON MOBIL CORP | 5,090 | $612K | 0.19% | |
| 80 | VOVANGUARD INDEX FDS | 2,104 | $610K | 0.19% | |
| 81 | AEISADVANCED ENERGY INDS | 2,877 | $602K | 0.19% | |
| 82 | EMREMERSON ELEC CO | 4,487 | $595K | 0.18% | |
| 83 | MOALTRIA GROUP INC | 10,266 | $591K | 0.18% | |
| 84 | RTXRTX CORPORATION | 3,200 | $586K | 0.18% | |
| 85 | CTVACORTEVA INC | 8,695 | $582K | 0.18% | |
| 86 | VRSKVERISK ANALYTICS INC | 2,565 | $573K | 0.18% | |
| 87 | NOWSERVICENOW INC | 3,670 | $562K | 0.17% | |
| 88 | BBVABANCO BILBAO VIZCAYA ARGENTA | 24,068 | $561K | 0.17% | |
| 89 | ABBVABBVIE INC | 2,441 | $557K | 0.17% | |
| 90 | ECLECOLAB INC | 2,108 | $553K | 0.17% | |
| 91 | STRLSTERLING INFRASTRUCTURE INC | 1,803 | $552K | 0.17% | |
| 92 | JCIJOHNSON CTLS INTL PLC | 4,525 | $541K | 0.17% | |
| 93 | JOYYJOYY INC | 8,326 | $539K | 0.17% | |
| 94 | PENNPENN ENTERTAINMENT INC | 36,363 | $536K | 0.17% | |
| 95 | UIUBIQUITI INC | 938 | $519K | 0.16% | |
| 96 | VEEVVEEVA SYS INC | 2,327 | $519K | 0.16% | |
| 97 | IDXXIDEXX LABS INC | 760 | $514K | 0.16% | |
| 98 | MMM3M CO | 3,196 | $511K | 0.16% | |
| 99 | SUSUNCOR ENERGY INC NEW | 11,342 | $503K | 0.16% | |
| 100 | MCDMCDONALDS CORP | 1,628 | $497K | 0.15% |
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