Baron Wealth Management LLC Top Holdings and 13F Report (2025) About Baron Wealth Management LLCInvestment ActivityBaron Wealth Management LLC has $282.28 million in total holdings as of June 30, 2025.Baron Wealth Management LLC owns shares of 246 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 17.97% of the portfolio was purchased this quarter.About 4.39% of the portfolio was sold this quarter.This quarter, Baron Wealth Management LLC has purchased 210 new stocks and bought additional shares in 94 stocks.Baron Wealth Management LLC sold shares of 77 stocks and completely divested from 24 stocks this quarter.Largest Holdings iShares MSCI USA Quality Factor ETF $52,722,631MFS ACTIVE EXCHANGE TRADED F $26,295,880Franklin International Core Dividend Tilt Index ETF $24,189,026iShares Core S&P Small-Cap ETF $23,366,393Rivian Automotive $7,748,714 Largest New Holdings this Quarter 75700L108 - Red Rock Resorts $774,945 Holding707569109 - PENN Entertainment $649,807 Holding31609A305 - FIDELITY COVINGTON TRUST $423,115 Holding90353W103 - Ubiquiti $381,632 Holding867224107 - Suncor Energy $373,809 Holding Largest Purchases this Quarter MFS ACTIVE EXCHANGE TRADED F 456,188 shares (about $12.98M)Franklin International Core Dividend Tilt Index ETF 328,437 shares (about $11.71M)First Trust SMID Cap Rising Dividend Achievers ETF 65,801 shares (about $2.32M)NVIDIA 6,488 shares (about $1.03M)Red Rock Resorts 14,894 shares (about $774.95K) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 15,157 shares (about $1.66M)iShares MSCI USA Quality Factor ETF 5,759 shares (about $1.05M)Exxon Mobil 3,604 shares (about $388.48K)Johnson & Johnson 2,279 shares (about $348.10K)Salesforce 841 shares (about $229.34K) 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$52,722,631$1,052,862 ▼-2.0%288,38518.7%ETFMFS ACTIVE EXCHANGE TRADED F$26,295,880$12,978,549 ▲97.5%924,2849.3%INTERNATINL ETFDIVIFranklin International Core Dividend Tilt Index ETF$24,189,026$11,705,502 ▲93.8%678,7048.6%ETFIJRiShares Core S&P Small-Cap ETF$23,366,393$1,656,507 ▼-6.6%213,8028.3%ETFRIVNRivian Automotive$7,748,7140.0%563,9532.7%Auto/Tires/TrucksSNASnap-On$7,453,8670.0%23,9542.6%Consumer DiscretionaryAAPLApple$6,405,200$179,729 ▼-2.7%31,2192.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,348,052$4,325 ▼-0.1%8,6561.9%FinanceMSFTMicrosoft$5,022,999$692,416 ▲16.0%10,0981.8%Computer and TechnologyNVDANVIDIA$3,841,166$1,025,027 ▲36.4%24,3131.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,769,150$18,215 ▼-0.5%18,4161.3%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$3,198,483$2,321,458 ▲264.7%90,6601.1%ETFIVWiShares S&P 500 Growth ETF$3,169,090$2,973 ▲0.1%28,7841.1%ETFAMZNAmazon.com$3,021,777$514,672 ▲20.5%13,7741.1%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$2,903,907$19,155 ▲0.7%50,9371.0%ETFNFLXNetflix$1,785,060$88,383 ▲5.2%1,3330.6%Consumer DiscretionaryJPMJPMorgan Chase & Co.$1,784,017$330,191 ▲22.7%6,1540.6%FinanceJNJJohnson & Johnson$1,661,544$348,102 ▼-17.3%10,8780.6%MedicalFIVEFive Below$1,619,024$240,191 ▲17.4%12,3420.6%Retail/WholesaleFFord Motor$1,607,187$15,852 ▲1.0%148,1280.6%Auto/Tires/TrucksVVisa$1,580,882$156,562 ▲11.0%4,4530.6%Business ServicesTSLATesla$1,570,511$395,487 ▲33.7%4,9440.6%Auto/Tires/TrucksQQQInvesco QQQ$1,399,192$552 ▲0.0%2,5360.5%FinanceGOOGLAlphabet$1,229,604$282,331 ▲29.8%6,9770.4%Computer and TechnologyMETAMeta Platforms$1,159,935$456,005 ▲64.8%1,5720.4%Computer and TechnologyLOWLowe's Companies$1,158,758$54,133 ▲4.9%5,2230.4%Retail/WholesaleHEIHeico$1,148,328$84,296 ▼-6.8%3,5010.4%AerospaceSPGIS&P Global$1,146,958$23,203 ▲2.1%2,1750.4%FinanceVOOVanguard S&P 500 ETF$1,141,955$2,273 ▲0.2%2,0100.4%ETFADIAnalog Devices$1,106,793$92,114 ▼-7.7%4,6500.4%Computer and TechnologyPHParker-Hannifin$1,072,389$179,547 ▲20.1%1,5350.4%IndustrialsEFAiShares MSCI EAFE ETF$1,044,605$54,259 ▼-4.9%11,6860.4%FinanceNOWServiceNow$980,788$14,393 ▼-1.4%9540.3%Computer and TechnologyBRK.BBerkshire Hathaway$978,827$61,693 ▼-5.9%2,0150.3%FinancePGProcter & Gamble$952,437$18,960 ▼-2.0%5,9780.3%Consumer StaplesTYLTyler Technologies$933,130$14,821 ▼-1.6%1,5740.3%Computer and TechnologyAVGOBroadcom$900,175$272,313 ▲43.4%3,2660.3%Computer and TechnologyGOOGAlphabet$894,964$41,688 ▲4.9%5,0450.3%Computer and TechnologyWMTWalmart$860,768$54,464 ▲6.8%8,8030.3%Retail/WholesaleFASTFastenal$851,438$412,321 ▲93.9%20,2720.3%Retail/WholesaleGILDGilead Sciences$846,685$96,343 ▲12.8%7,6370.3%MedicalMAMastercard$818,826$94,415 ▲13.0%1,4570.3%Business ServicesIWRiShares Russell Mid-Cap ETF$815,129$4,690 ▼-0.6%8,8630.3%ETFCRMSalesforce$794,116$229,345 ▼-22.4%2,9120.3%Computer and TechnologyDBDeutsche Bank Aktiengesellschaft$793,472$22,165 ▼-2.7%27,0990.3%FinanceSANBanco Santander$791,091$157,053 ▲24.8%95,3120.3%FinanceCVXChevron$790,602$65,442 ▼-7.6%5,5210.3%EnergyABTAbbott Laboratories$782,124$50,328 ▲6.9%5,7500.3%MedicalRRRRed Rock Resorts$774,945$774,945 ▲New Holding14,8940.3%Consumer DiscretionaryLINDE PLC$769,953$2,346 ▼-0.3%1,6410.3%SHSJBLJabil$768,811$268,048 ▲53.5%3,5250.3%Computer and TechnologyMSMorgan Stanley$734,677$57,185 ▲8.4%5,2160.3%FinanceBWABorgWarner$728,304$17,109 ▲2.4%21,7530.3%Auto/Tires/TrucksCSCOCisco Systems$707,676$12,766 ▼-1.8%10,2000.3%Computer and TechnologyIWMiShares Russell 2000 ETF$703,533$1,295 ▲0.2%3,2600.2%FinanceVRSKVerisk Analytics$699,964$24,921 ▼-3.4%2,2470.2%Business ServicesVEEVVeeva Systems$692,592$37,725 ▼-5.2%2,4050.2%MedicalOEFiShares S&P 100 ETF$680,5270.0%2,2360.2%ETFVOVanguard Mid-Cap ETF$676,9940.0%2,4190.2%ETFWFCWells Fargo & Company$672,141$112,811 ▲20.2%8,3890.2%FinanceCTASCintas$655,648$104,298 ▲18.9%2,9420.2%Business ServicesPENNPENN Entertainment$649,807$649,807 ▲New Holding36,3630.2%Consumer DiscretionaryTRVTravelers Companies$647,883$52,965 ▲8.9%2,4220.2%FinanceTSMTaiwan Semiconductor Manufacturing$618,771$18,572 ▼-2.9%2,7320.2%Computer and TechnologyCBChubb$613,995$15,067 ▲2.5%2,1190.2%FinanceNWGNatWest Group$612,300$103,338 ▲20.3%43,2720.2%FinanceBCSBarclays$612,293$16,508 ▲2.8%32,9370.2%FinanceECLEcolab$576,140$31,798 ▼-5.2%2,1380.2%Basic MaterialsCSGPCoStar Group$575,584$51,134 ▼-8.2%7,1590.2%Computer and TechnologyEMREmerson Electric$567,993$174,531 ▲44.4%4,2600.2%IndustrialsMOAltria Group$565,196$120,544 ▲27.1%9,6400.2%Consumer StaplesVTVVanguard Value ETF$543,4510.0%3,0750.2%ETFBACBank of America$543,264$63,170 ▼-10.4%11,4810.2%FinanceSAPSAP$542,869$27,372 ▲5.3%1,7850.2%Computer and TechnologyPAYXPaychex$538,860$1,164 ▼-0.2%3,7050.2%Computer and TechnologyDHRDanaher$533,763$23,903 ▼-4.3%2,7020.2%MedicalROLRollins$525,778$21,440 ▼-3.9%9,3190.2%ConstructionRBARB Global$522,561$33,450 ▼-6.0%4,9210.2%Business ServicesCATCaterpillar$503,554$8,541 ▼-1.7%1,2970.2%IndustrialsLLYEli Lilly and Company$500,628$11,697 ▲2.4%6420.2%MedicalVODVodafone Group$490,575$160,423 ▲48.6%46,0200.2%Computer and TechnologySYKStryker$488,164$2,374 ▲0.5%1,2340.2%MedicalCLColgate-Palmolive$487,608$194,898 ▲66.6%5,3640.2%Consumer StaplesSTRLSterling Infrastructure$485,2250.0%2,1030.2%ConstructionWRBW.R. Berkley$484,094$44,817 ▼-8.5%6,5890.2%FinanceGWWW.W. Grainger$469,180$113,394 ▲31.9%4510.2%IndustrialsMCDMcDonald's$468,765$20,457 ▼-4.2%1,6040.2%Retail/WholesaleLOPEGrand Canyon Education$464,184$9,828 ▼-2.1%2,4560.2%Consumer DiscretionarySONYSony$462,397$42,195 ▲10.0%17,7640.2%Consumer DiscretionaryRTXRTX$461,579$5,549 ▲1.2%3,1610.2%AerospaceGSThe Goldman Sachs Group$447,439$97,700 ▲27.9%6320.2%FinanceALLAllstate$445,351$75,903 ▲20.5%2,2120.2%FinanceMMM3M$444,271$21,772 ▼-4.7%2,9180.2%Multi-Sector ConglomeratesAFLAflac$438,691$58,633 ▼-11.8%4,1600.2%FinanceMMYTMakeMyTrip$430,1820.0%4,3890.2%Computer and TechnologyIGFiShares Global Infrastructure ETF$427,356$5,683 ▲1.3%7,2190.2%ManufacturingMCKMcKesson$425,013$46,898 ▲12.4%5800.2%MedicalFIDELITY COVINGTON TRUST$423,115$423,115 ▲New Holding11,4260.1%ENHANCED LARGEIDXXIDEXX Laboratories$411,373$44,516 ▼-9.8%7670.1%MedicalYYJOYY$411,153$93,726 ▲29.5%8,0760.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. 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