Baron Wealth Management LLC Top Holdings and 13F Report (2025) About Baron Wealth Management LLCInvestment ActivityBaron Wealth Management LLC has $302.26 million in total holdings as of September 30, 2025.Baron Wealth Management LLC owns shares of 248 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 4.11% of the portfolio was purchased this quarter.About 4.14% of the portfolio was sold this quarter.This quarter, Baron Wealth Management LLC has purchased 246 new stocks and bought additional shares in 125 stocks.Baron Wealth Management LLC sold shares of 76 stocks and completely divested from 24 stocks this quarter.Largest Holdings iShares MSCI USA Quality Factor ETF $55,245,673MFS ACTIVE EXCHANGE TRADED F $28,270,172Franklin International Core Dividend Tilt Index ETF $26,378,737iShares Core S&P Small-Cap ETF $25,270,199Apple $9,110,423 Largest New Holdings this Quarter 69047Q102 - Ovintiv $363,389 HoldingG5960L103 - Medtronic $292,759 Holding127055101 - Cabot $288,614 Holding73933G202 - POWER SOLUTIONS INTL INC $285,722 Holding05587G203 - Bk Technologies $278,953 Holding Largest Purchases this Quarter Apple 4,560 shares (about $1.16M)Franklin International Core Dividend Tilt Index ETF 28,311 shares (about $1.06M)MFS ACTIVE EXCHANGE TRADED F 32,729 shares (about $966.81K)Ovintiv 8,999 shares (about $363.39K)UnitedHealth Group 915 shares (about $315.99K) Largest Sales this Quarter iShares MSCI USA Quality Factor ETF 4,346 shares (about $845.30K)Rivian Automotive 50,000 shares (about $734.00K)NVIDIA 3,036 shares (about $566.45K)Tesla 1,185 shares (about $526.99K)Microsoft 772 shares (about $399.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaron Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQUALiShares MSCI USA Quality Factor ETF$55,245,673$845,298 ▼-1.5%284,03918.3%ETFMFS ACTIVE EXCHANGE TRADED F$28,270,172$966,815 ▲3.5%957,0139.4%INTERNATINL ETFDIVIFranklin International Core Dividend Tilt Index ETF$26,378,737$1,056,284 ▲4.2%707,0158.7%ETFIJRiShares Core S&P Small-Cap ETF$25,270,199$135,942 ▼-0.5%212,6588.4%ETFAAPLApple$9,110,423$1,161,115 ▲14.6%35,7793.0%Computer and TechnologySNASnap-On$8,300,6250.0%23,9542.7%Consumer DiscretionaryRIVNRivian Automotive$7,544,830$734,000 ▼-8.9%513,9532.5%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$5,679,086$87,268 ▼-1.5%8,5251.9%FinanceMSFTMicrosoft$4,830,445$399,861 ▼-7.6%9,3261.6%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,984,647$10,574 ▲0.3%18,4651.3%ETFNVDANVIDIA$3,969,815$566,450 ▼-12.5%21,2771.3%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$3,681,626$234,771 ▲6.8%96,8351.2%ETFIVWiShares S&P 500 Growth ETF$3,477,819$3,018 ▲0.1%28,8091.2%ETFVEAVanguard FTSE Developed Markets ETF$3,062,962$10,845 ▲0.4%51,1181.0%ETFAMZNAmazon.com$2,840,037$184,213 ▼-6.1%12,9350.9%Retail/WholesaleJNJJohnson & Johnson$2,114,305$97,344 ▲4.8%11,4030.7%MedicalJPMJPMorgan Chase & Co.$1,995,510$54,257 ▲2.8%6,3260.7%FinanceFIVEFive Below$1,909,3070.0%12,3420.6%Retail/WholesaleTSLATesla$1,671,702$526,993 ▼-24.0%3,7590.6%Auto/Tires/TrucksGOOGLAlphabet$1,615,726$80,470 ▼-4.7%6,6460.5%Computer and TechnologyQQQInvesco QQQ$1,523,429$600 ▲0.0%2,5370.5%FinanceNFLXNetflix$1,497,451$100,709 ▼-6.3%1,2490.5%Consumer DiscretionaryVVisa$1,413,186$106,842 ▼-7.0%4,1400.5%Business ServicesFFord Motor$1,372,767$398,842 ▼-22.5%114,7800.5%Auto/Tires/TrucksLOWLowe's Companies$1,319,152$6,534 ▲0.5%5,2490.4%Retail/WholesaleVOOVanguard S&P 500 ETF$1,253,812$22,663 ▲1.8%2,0470.4%ETFMETAMeta Platforms$1,214,336$60,203 ▲5.2%1,6540.4%Computer and TechnologyPHParker-Hannifin$1,211,980$48,510 ▲4.2%1,5990.4%IndustrialsAVGOBroadcom$1,192,878$115,461 ▲10.7%3,6160.4%Computer and TechnologyADIAnalog Devices$1,145,211$2,703 ▲0.2%4,6610.4%Computer and TechnologyGOOGAlphabet$1,118,922$109,846 ▼-8.9%4,5940.4%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,091,1150.0%11,6860.4%FinanceSANBanco Santander$1,028,697$29,826 ▲3.0%98,1580.3%FinanceBWABorgWarner$1,015,949$59,697 ▲6.2%23,1110.3%Auto/Tires/TrucksFASTFastenal$994,165$49 ▲0.0%20,2730.3%Retail/WholesaleDBDeutsche Bank Aktiengesellschaft$970,286$10,694 ▲1.1%27,4010.3%FinanceWMTWalmart$960,402$53,178 ▲5.9%9,3190.3%Retail/WholesaleBRK.BBerkshire Hathaway$956,714$56,307 ▼-5.6%1,9030.3%FinanceSPGIS&P Global$929,250$129,482 ▼-12.2%1,9090.3%FinanceRRRRed Rock Resorts$922,761$13,311 ▲1.5%15,1120.3%Consumer DiscretionaryPGProcter & Gamble$908,904$9,681 ▼-1.1%5,9150.3%Consumer StaplesGILDGilead Sciences$898,691$50,951 ▲6.0%8,0960.3%MedicalCVXChevron$884,791$27,485 ▲3.2%5,6980.3%EnergyIWRiShares Russell Mid-Cap ETF$858,223$2,510 ▲0.3%8,8890.3%ETFMAMastercard$846,502$17,635 ▲2.1%1,4880.3%Business ServicesMSMorgan Stanley$837,135$7,948 ▲1.0%5,2660.3%FinanceTYLTyler Technologies$827,116$3,662 ▲0.4%1,5810.3%Computer and TechnologyHEIHeico$819,640$310,553 ▼-27.5%2,5390.3%AerospaceIWMiShares Russell 2000 ETF$790,855$2,177 ▲0.3%3,2690.3%FinanceJBLJabil$779,869$14,333 ▲1.9%3,5910.3%Computer and TechnologyWFCWells Fargo & Company$766,871$63,703 ▲9.1%9,1490.3%FinanceLINDE PLC$762,889$16,626 ▼-2.1%1,6060.3%SHSTSMTaiwan Semiconductor Manufacturing$747,939$15,082 ▼-2.0%2,6780.2%Computer and TechnologyOEFiShares S&P 100 ETF$744,2300.0%2,2360.2%ETFVEEVVeeva Systems$728,986$12,512 ▲1.7%2,4470.2%MedicalBCSBarclays$711,726$30,922 ▲4.5%34,4330.2%FinanceVOVanguard Mid-Cap ETF$711,349$881 ▲0.1%2,4220.2%ETFCSCOCisco Systems$707,518$9,647 ▲1.4%10,3410.2%Computer and TechnologyPENNPENN Entertainment$700,3510.0%36,3630.2%Consumer DiscretionaryNOWServiceNow$687,449$190,498 ▼-21.7%7470.2%Computer and TechnologyABTAbbott Laboratories$679,498$90,680 ▼-11.8%5,0730.2%MedicalMOAltria Group$678,241$41,420 ▲6.5%10,2670.2%Consumer StaplesCRMSalesforce$675,497$14,695 ▼-2.1%2,8500.2%Computer and TechnologyUNHUnitedHealth Group$665,816$315,986 ▲90.3%1,9280.2%MedicalTRVTravelers Companies$665,586$10,609 ▼-1.6%2,3840.2%FinanceCATCaterpillar$642,313$23,383 ▲3.8%1,3460.2%IndustrialsNWGNatWest Group$627,319$15,027 ▲2.5%44,3340.2%FinanceUIUbiquiti$625,645$13,213 ▲2.2%9470.2%Computer and TechnologySTRLSterling Infrastructure$612,443$101,904 ▼-14.3%1,8030.2%ConstructionCSGPCoStar Group$604,0050.0%7,1590.2%Computer and TechnologyBACBank of America$596,552$4,230 ▲0.7%11,5630.2%FinanceECLEcolab$593,015$7,396 ▲1.3%2,1650.2%Basic MaterialsFIDELITY COVINGTON TRUST$577,899$108,063 ▲23.0%14,0540.2%ENHANCED LARGEVTVVanguard Value ETF$576,511$2,984 ▲0.5%3,0910.2%ETFEMREmerson Electric$563,468$4,592 ▲0.8%4,2950.2%IndustrialsVRSKVerisk Analytics$550,828$14,337 ▼-2.5%2,1900.2%Business ServicesVODVodafone Group$549,624$15,788 ▲3.0%47,3810.2%Computer and TechnologyCBChubb$547,925$50,248 ▼-8.4%1,9410.2%FinanceROLRollins$547,3980.0%9,3190.2%ConstructionLOPEGrand Canyon Education$539,1410.0%2,4560.2%Consumer DiscretionaryRTXRTX$533,823$4,853 ▲0.9%3,1900.2%AerospaceKGCKinross Gold$532,264$8,325 ▲1.6%21,4190.2%Basic MaterialsCTASCintas$531,003$72,867 ▼-12.1%2,5870.2%Business ServicesGSThe Goldman Sachs Group$521,800$18,323 ▲3.6%6550.2%FinanceDHRDanaher$518,264$17,447 ▼-3.3%2,6140.2%MedicalLLYEli Lilly and Company$509,866$19,845 ▲4.0%6680.2%MedicalWRBW.R. Berkley$490,674$14,175 ▼-2.8%6,4040.2%FinanceAEISAdvanced Energy Industries$489,4930.0%2,8770.2%Computer and TechnologyYYJOYY$488,331$15,004 ▲3.2%8,3320.2%Computer and TechnologySONYSony$487,328$24,097 ▼-4.7%16,9270.2%Consumer DiscretionaryIDXXIDEXX Laboratories$484,279$5,750 ▼-1.2%7580.2%MedicalAFLAflac$482,645$17,983 ▲3.9%4,3210.2%FinanceXOMExxon Mobil$476,311$124,829 ▲35.5%4,2240.2%EnergyMCDMcDonald's$466,022$21,266 ▼-4.4%1,5340.2%Retail/WholesaleCLColgate-Palmolive$461,864$33,093 ▲7.7%5,7780.2%Consumer StaplesSAPSAP$460,440$16,568 ▼-3.5%1,7230.2%Computer and TechnologySYKStryker$460,254$4,067 ▲0.9%1,2450.2%MedicalPAYXPaychex$458,142$11,536 ▼-2.5%3,6140.2%Computer and TechnologyBPOPPopular$456,855$11,050 ▲2.5%3,5970.2%FinanceSUSuncor Energy$455,026$37,671 ▲9.0%10,8830.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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