Baron Wealth Management LLC Top Holdings and 13F Report (2025) About Baron Wealth Management LLCInvestment ActivityBaron Wealth Management LLC has $227.60 million in total holdings as of March 31, 2025.Baron Wealth Management LLC owns shares of 210 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 18.14% of the portfolio was purchased this quarter.About 7.90% of the portfolio was sold this quarter.This quarter, Baron Wealth Management LLC has purchased 193 new stocks and bought additional shares in 77 stocks.Baron Wealth Management LLC sold shares of 74 stocks and completely divested from 28 stocks this quarter.Largest Holdings iShares MSCI USA Quality Factor ETF $50,266,253iShares Core S&P Small-Cap ETF $23,942,270MFS ACTIVE EXCHANGE TRADED F $12,039,429Franklin International Core Dividend Tilt Index ETF $11,415,206Snap-on $8,072,587 Largest New Holdings this Quarter 55286W405 - MFS ACTIVE EXCHANGE TRADED F $12,039,429 Holding35473P108 - Franklin International Core Dividend Tilt Index ETF $11,415,206 Holding33741X102 - First Trust SMID Cap Rising Dividend Achievers ETF $832,765 Holding03980N107 - ARDENT HEALTH PARTNERS INC $683,141 Holding91529Y106 - Unum Group $333,317 Holding Largest Purchases this Quarter MFS ACTIVE EXCHANGE TRADED F 468,096 shares (about $12.04M)Franklin International Core Dividend Tilt Index ETF 350,267 shares (about $11.42M)First Trust SMID Cap Rising Dividend Achievers ETF 24,859 shares (about $832.77K)ARDENT HEALTH PARTNERS INC 49,683 shares (about $683.14K)Johnson & Johnson 2,977 shares (about $493.70K) Largest Sales this Quarter iShares MSCI USA Quality Factor ETF 9,393 shares (about $1.61M)Vanguard FTSE Developed Markets ETF 18,871 shares (about $959.21K)Ford Motor 95,487 shares (about $957.73K)HDFC Bank 3,007 shares (about $199.78K)iShares Core S&P Small-Cap ETF 1,896 shares (about $198.26K) 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$50,266,253$1,605,169 ▼-3.1%294,14422.1%ETFIJRiShares Core S&P Small-Cap ETF$23,942,270$198,265 ▼-0.8%228,95910.5%ETFMFS ACTIVE EXCHANGE TRADED F$12,039,429$12,039,429 ▲New Holding468,0965.3%INTERNATINL ETFDIVIFranklin International Core Dividend Tilt Index ETF$11,415,206$11,415,206 ▲New Holding350,2675.0%ETFSNASnap-on$8,072,587$201,865 ▲2.6%23,9543.5%Consumer DiscretionaryAAPLApple$7,129,306$260,116 ▲3.8%32,0953.1%Computer and TechnologyRIVNRivian Automotive$7,021,2150.0%563,9533.1%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$4,846,1570.0%8,6632.1%FinanceVIGVanguard Dividend Appreciation ETF$3,589,735$5,626 ▲0.2%18,5051.6%ETFMSFTMicrosoft$3,268,328$40,544 ▼-1.2%8,7061.4%Computer and TechnologyIVWiShares S&P 500 Growth ETF$2,669,512$16,152 ▼-0.6%28,7571.2%ETFVEAVanguard FTSE Developed Markets ETF$2,572,044$959,211 ▼-27.2%50,6011.1%ETFJNJJohnson & Johnson$2,181,940$493,702 ▲29.2%13,1571.0%MedicalAMZNAmazon.com$2,174,203$132,606 ▲6.5%11,4281.0%Retail/WholesaleNVDANVIDIA$1,931,877$1,951 ▲0.1%17,8250.8%Computer and TechnologyFFord Motor$1,471,069$957,734 ▼-39.4%146,6670.6%Auto/Tires/TrucksVVisa$1,406,198$159,477 ▲12.8%4,0120.6%Business ServicesJPMJPMorgan Chase & Co.$1,230,251$66,480 ▼-5.1%5,0150.5%FinanceQQQInvesco QQQ$1,188,658$93,780 ▼-7.3%2,5350.5%FinanceNFLXNetflix$1,181,516$369,282 ▲45.5%1,2670.5%Consumer DiscretionaryLOWLowe's Companies$1,161,333$341,006 ▲41.6%4,9790.5%Retail/WholesaleBRK.BBerkshire Hathaway$1,140,786$192,794 ▲20.3%2,1420.5%FinanceSPGIS&P Global$1,082,831$44,716 ▲4.3%2,1310.5%Business ServicesPGProcter & Gamble$1,039,091$33,233 ▼-3.1%6,0970.5%Consumer StaplesVOOVanguard S&P 500 ETF$1,031,097$2,570 ▲0.2%2,0060.5%ETFADIAnalog Devices$1,015,812$40,334 ▼-3.8%5,0370.4%Computer and TechnologyCRMSalesforce$1,007,188$23,348 ▲2.4%3,7530.4%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,004,695$23,620 ▼-2.3%12,2930.4%FinanceHEIHEICO$1,004,100$5,611 ▼-0.6%3,7580.4%AerospaceCVXChevron$1,000,059$42,994 ▼-4.1%5,9780.4%EnergyTSLATesla$958,633$163,789 ▲20.6%3,6990.4%Auto/Tires/TrucksTYLTyler Technologies$929,643$65,116 ▲7.5%1,5990.4%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$832,765$832,765 ▲New Holding24,8590.4%ETFGOOGLAlphabet$831,186$68,814 ▲9.0%5,3750.4%Computer and TechnologyFASTFastenal$810,757$18,456 ▲2.3%10,4550.4%Retail/WholesaleXOMExxon Mobil$799,375$381,074 ▲91.1%6,7210.4%EnergyFIVEFive Below$787,537$39,336 ▲5.3%10,5110.3%Retail/WholesaleUNHUnitedHealth Group$778,342$188,038 ▼-19.5%1,4860.3%MedicalPHParker-Hannifin$776,757$132,498 ▲20.6%1,2780.3%IndustrialsNOWServiceNow$770,664$4,777 ▲0.6%9680.3%Computer and TechnologyLINDE PLC$766,464$30,267 ▲4.1%1,6460.3%SHSGILDGilead Sciences$758,366$337,164 ▲80.0%6,7680.3%MedicalIWRiShares Russell Mid-Cap ETF$758,328$18,801 ▼-2.4%8,9140.3%ETFGOOGAlphabet$751,487$36,715 ▲5.1%4,8100.3%Computer and TechnologyWMTWalmart$723,881$12,817 ▼-1.7%8,2460.3%Retail/WholesaleABTAbbott Laboratories$713,665$243,548 ▲51.8%5,3800.3%MedicalMAMastercard$706,592$167,740 ▲31.1%1,2890.3%Business ServicesVRSKVerisk Analytics$692,580$2,083 ▲0.3%2,3270.3%Business ServicesARDENT HEALTH PARTNERS INC$683,141$683,141 ▲New Holding49,6830.3%COMDBDeutsche Bank Aktiengesellschaft$663,802$367,717 ▲124.2%27,8560.3%FinanceIWMiShares Russell 2000 ETF$649,082$1,197 ▲0.2%3,2540.3%FinanceCSCOCisco Systems$640,773$23,757 ▼-3.6%10,3840.3%Computer and TechnologyVOVanguard Mid-Cap ETF$625,681$776 ▲0.1%2,4190.3%ETFCBChubb$624,272$55,571 ▲9.8%2,0670.3%FinanceCSGPCoStar Group$617,598$39,298 ▼-6.0%7,7950.3%Computer and TechnologyBWABorgWarner$608,589$36,300 ▲6.3%21,2420.3%Auto/Tires/TrucksOEFiShares S&P 100 ETF$605,5760.0%2,2360.3%ETFTRVTravelers Companies$588,058$140,669 ▲31.4%2,2240.3%FinanceVEEVVeeva Systems$587,414$23,395 ▼-3.8%2,5360.3%MedicalDHRDanaher$578,723$28,085 ▼-4.6%2,8230.3%MedicalPAYXPaychex$572,785$11,570 ▲2.1%3,7130.3%Business ServicesECLEcolab$572,000$276,872 ▲93.8%2,2560.3%Basic MaterialsMSMorgan Stanley$561,178$30,451 ▲5.7%4,8100.2%FinanceTMOThermo Fisher Scientific$559,306$50,756 ▼-8.3%1,1240.2%MedicalMETAMeta Platforms$549,571$173,973 ▲46.3%9540.2%Computer and TechnologyBACBank of America$534,810$30,964 ▼-5.5%12,8160.2%FinanceVTVVanguard Value ETF$531,152$3,109 ▲0.6%3,0750.2%ETFRBARB Global$525,171$11,635 ▼-2.2%5,2360.2%Business ServicesAFLAflac$524,335$63,707 ▲13.8%4,7160.2%FinanceROLRollins$524,037$9,401 ▼-1.8%9,6990.2%ConstructionMCDMcDonald's$523,022$4,999 ▼-0.9%1,6740.2%Retail/WholesaleLLYEli Lilly and Company$518,021$71,879 ▲16.1%6270.2%MedicalWRBW. R. Berkley$512,281$12,809 ▼-2.4%7,1990.2%FinanceSANBanco Santander$511,813$271,719 ▲113.2%76,3900.2%FinanceCTASCintas$508,416$54,458 ▼-9.7%2,4740.2%Business ServicesWFCWells Fargo & Company$501,195$153,998 ▲44.4%6,9810.2%FinanceBCSBarclays$492,267$205,345 ▲71.6%32,0490.2%FinanceABBVAbbVie$486,805$68,107 ▼-12.3%2,3230.2%MedicalTSMTaiwan Semiconductor Manufacturing$467,124$8,964 ▼-1.9%2,8140.2%Computer and TechnologySYKStryker$457,025$44,288 ▲10.7%1,2280.2%MedicalMOAltria Group$455,170$221,463 ▲94.8%7,5840.2%Consumer StaplesSAPSAP$455,018$24,697 ▲5.7%1,6950.2%Computer and TechnologySHELShell$451,038$150,590 ▼-25.0%6,1550.2%EnergyMMM3M$449,558$23,205 ▲5.4%3,0610.2%Multi-Sector ConglomeratesCATCaterpillar$435,039$41,558 ▲10.6%1,3190.2%IndustrialsLOPEGrand Canyon Education$433,934$3,287 ▼-0.8%2,5080.2%Consumer DiscretionaryMMYTMakeMyTrip$430,0500.0%4,3890.2%Computer and TechnologyNWGNatWest Group$428,751$195,750 ▲84.0%35,9690.2%FinanceWSTWest Pharmaceutical Services$415,745$15,448 ▼-3.6%1,8570.2%MedicalRTXRTX$413,651$7,947 ▼-1.9%3,1230.2%AerospaceSONYSony Group$409,871$78,227 ▲23.6%16,1430.2%Consumer StaplesNEENextEra Energy$396,181$13,043 ▼-3.2%5,5890.2%UtilitiesMFCManulife Financial$392,864$3,022 ▼-0.8%12,6120.2%FinanceIGFiShares Global Infrastructure ETF$389,419$8,419 ▼-2.1%7,1230.2%ManufacturingUNPUnion Pacific$386,752$53,866 ▲16.2%1,6370.2%TransportationAVGOBroadcom$381,326$66,288 ▲21.0%2,2780.2%Computer and TechnologyALLAllstate$380,008$116,177 ▲44.0%1,8350.2%FinanceDUKDuke Energy$378,536$29,512 ▲8.5%3,1040.2%UtilitiesLIILennox International$372,396$9,534 ▲2.6%6640.2%ConstructionANSSANSYS$369,742$13,612 ▼-3.6%1,1680.2%Computer and TechnologyShowing largest 100 holdings. 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