Baron Wealth Management LLC Top Holdings and 13F Report (2026) About Baron Wealth Management LLCInvestment ActivityBaron Wealth Management LLC has $388.82 million in total holdings as of September 30, 2026.Baron Wealth Management LLC owns shares of 306 different stocks, but just 81 companies or ETFs make up 80% of its holdings.Approximately 4.64% of the portfolio was purchased this quarter.About 3.22% of the portfolio was sold this quarter.This quarter, Baron Wealth Management LLC has purchased 304 new stocks and bought additional shares in 130 stocks.Baron Wealth Management LLC sold shares of 115 stocks and completely divested from 29 stocks this quarter.Largest Holdings iShares MSCI USA Quality Factor ETF $62,435,405MFS ACTIVE EXCHANGE TRADED F $32,423,586Franklin International Core Dividend Tilt Index ETF $32,312,221iShares Core S&P Small-Cap ETF $21,941,893Apple $18,763,879 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $655,593 Holding952170108 - WEST COAST COMMUNITY BANCORP $551,452 Holding761152107 - ResMed $452,513 Holding086516101 - Best Buy $292,635 Holding69608A108 - PALANTIR TECHNOLOGIES INC $291,050 Holding Largest Purchases this Quarter CrowdStrike 3,214 shares (about $850.91K)AbbVie 2,514 shares (about $657.66K)EXXONMOBIL HOLDINGS CORP 4,028 shares (about $655.59K)WEST COAST COMMUNITY BANCORP 9,130 shares (about $551.45K)UnitedHealth Group 1,369 shares (about $502.55K) Largest Sales this Quarter Micron Technology 303 shares (about $322.77K)Lowe's Companies 1,590 shares (about $293.07K)Alphabet 809 shares (about $278.35K)NVIDIA 927 shares (about $211.71K)Meta Platforms 282 shares (about $204.45K) 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$62,435,405$200,683 ▼-0.3%280,93716.1%ETFMFS ACTIVE EXCHANGE TRADED F$32,423,586$38,126 ▼-0.1%992,4578.3%INTERNATINL ETFDIVIFranklin International Core Dividend Tilt Index ETF$32,312,221$360,946 ▲1.1%757,4368.3%ETFIJRiShares Core S&P Small-Cap ETF$21,941,893$52,511 ▼-0.2%161,2905.6%ETFAAPLApple$18,763,879$400,620 ▲2.2%56,3454.8%TechnologySNASnap-On$8,882,6550.0%24,4472.3%IndustrialsSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$8,597,405$61,195 ▼-0.7%211,8632.2%ETFIVOGVanguard S&P Mid-Cap 400 Growth ETF$8,405,148$245,916 ▲3.0%61,5222.2%ETFSPYSPDR S&P 500 ETF Trust$6,462,008$5,339 ▲0.1%8,4731.7%ETFMSFTMicrosoft$5,660,168$286,188 ▲5.3%11,0361.5%TechnologyNVDANVIDIA$5,179,079$211,713 ▼-3.9%22,6771.3%TechnologyRIVNRivian Automotive$4,690,4580.0%313,9531.2%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$4,598,394$5,366 ▲0.1%19,7091.2%ETFAMZNAmazon.com$4,151,222$305,948 ▲8.0%16,6621.1%Consumer DiscretionaryIVWiShares S&P 500 Growth ETF$4,042,670$29,448 ▼-0.7%28,4171.0%ETFVEAVanguard FTSE Developed Markets ETF$3,653,104$3,036 ▲0.1%51,7360.9%ETFGOOGLAlphabet$3,377,685$278,348 ▼-7.6%9,8170.9%Communication ServicesJNJJohnson & Johnson$3,154,709$93,455 ▲3.1%11,9160.8%HealthcareFIDELITY COVINGTON TRUST$3,048,361$439,854 ▲16.9%67,6060.8%ENHANCED LARGEGOOGAlphabet$2,939,356$11,926 ▼-0.4%8,6260.8%Communication ServicesFIVEFive Below$2,124,120$6,148 ▼-0.3%9,6740.5%Consumer DiscretionaryJPMJPMorgan Chase & Co.$2,106,949$17,864 ▲0.9%6,3690.5%FinanceAVGOBroadcom$2,023,618$200,536 ▼-9.0%5,7620.5%TechnologyQQQInvesco QQQ$1,877,6210.0%2,5380.5%ETFPHParker-Hannifin$1,679,587$10,509 ▼-0.6%1,7580.4%IndustrialsVVisa$1,667,413$80,496 ▲5.1%4,6400.4%FinanceBWABorgWarner$1,607,830$8,776 ▼-0.5%26,7480.4%Consumer DiscretionaryABBVAbbVie$1,552,857$657,662 ▲73.5%5,9360.4%HealthcareADIAnalog Devices$1,536,485$159,877 ▼-9.4%3,8730.4%TechnologyGILDGilead Sciences$1,361,224$26,828 ▲2.0%9,1330.4%HealthcareCSCOCisco Systems$1,324,324$37,349 ▼-2.7%12,3040.3%TechnologyMUMicron Technology$1,318,761$322,766 ▼-19.7%1,2380.3%TechnologySANBanco Santander$1,315,417$6,735 ▲0.5%95,1130.3%FinanceBRK.BBerkshire Hathaway$1,307,119$120,006 ▲10.1%2,6250.3%FinanceTSMTaiwan Semiconductor Manufacturing$1,278,244$34,214 ▲2.8%2,8020.3%TechnologyEFAiShares MSCI EAFE ETF$1,229,6370.0%11,8360.3%ETFUNHUnitedHealth Group$1,220,950$502,550 ▲70.0%3,3260.3%HealthcareBNY MELLON ETF TRUST II$1,171,860$79,330 ▲7.3%34,7730.3%DYNAMIC VALUELLYEli Lilly and Company$1,162,106$72,921 ▲6.7%1,0040.3%HealthcareVOOVanguard S&P 500 ETF$1,145,334$91,122 ▲8.6%1,6340.3%ETFCATCaterpillar$1,145,013$94,066 ▼-7.6%1,4120.3%IndustrialsTSLATesla$1,126,877$8,870 ▲0.8%3,1760.3%Consumer DiscretionaryCRWDCrowdStrike$1,124,923$850,907 ▲310.5%4,2490.3%TechnologyMSMorgan Stanley$1,091,847$2,257 ▼-0.2%5,8050.3%FinanceMETAMeta Platforms$1,083,133$204,447 ▼-15.9%1,4940.3%Communication ServicesBNDVanguard Total Bond Market ETF$1,079,643$7,366 ▲0.7%15,3900.3%ETFMAMastercard$1,066,179$177,053 ▲19.9%1,9330.3%FinanceWALMART INC$1,056,303$131,661 ▼-11.1%10,1650.3%COMNWGNatWest Group$1,039,733$38,242 ▲3.8%57,2860.3%FinancePGProcter & Gamble$1,006,679$62,763 ▼-5.9%6,9290.3%Consumer StaplesJBLJabil$1,006,3220.0%3,5080.3%TechnologyVTVVanguard Value ETF$991,616$3,457 ▲0.3%4,5890.3%ETFFASTFastenal$984,679$7,430 ▼-0.7%19,8800.3%IndustrialsIWRiShares Russell Mid-Cap ETF$950,269$1,707 ▲0.2%8,9050.2%ETFAMGNAmgen$943,648$22,759 ▲2.5%2,2390.2%HealthcareBCSBarclays$939,426$51,938 ▼-5.2%38,7070.2%FinanceUSBU.S. Bancorp$915,554$5,718 ▲0.6%15,8510.2%FinanceIWMiShares Russell 2000 ETF$912,696$1,668 ▲0.2%3,2840.2%ETFCTVACorteva$904,871$59,481 ▼-6.2%11,6530.2%MaterialsLINDE PLC$904,745$10,443 ▼-1.1%1,9060.2%SHSDBDeutsche Bank Aktiengesellschaft$904,665$8,972 ▲1.0%25,2070.2%FinanceMOAltria Group$865,275$5,051 ▼-0.6%12,8490.2%Consumer StaplesSPGIS&P Global$860,562$53,637 ▲6.6%2,1820.2%FinanceNFLXNetflix$855,973$129,071 ▲17.8%12,3020.2%Communication ServicesVODVodafone Group$850,325$33,285 ▲4.1%52,6520.2%Communication ServicesADSKAutodesk$831,193$407,132 ▲96.0%3,9770.2%TechnologySUSuncor Energy$811,949$1,222 ▼-0.2%11,9630.2%EnergyAEISAdvanced Energy Industries$810,796$1,691 ▼-0.2%2,8770.2%TechnologyACNAccenture$803,548$418,644 ▲108.8%4,3820.2%TechnologyCLColgate-Palmolive$800,243$44,283 ▲5.9%9,3790.2%Consumer StaplesVTIVanguard Total Stock Market ETF$784,974$1,871 ▼-0.2%2,0980.2%ETFMCOMoody's$777,747$70,828 ▲10.0%1,7130.2%FinanceDHRDanaher$767,036$108,785 ▲16.5%3,4620.2%HealthcareGARRETT MOTION INC$745,917$1,744 ▼-0.2%28,6560.2%COMOEFiShares S&P 100 ETF$733,5940.0%1,9200.2%ETFTRVTravelers Companies$716,433$32,792 ▲4.8%2,0100.2%FinanceEMREmerson Electric$709,448$37,380 ▲5.6%4,5740.2%IndustrialsBBVABanco Bilbao Vizcaya Argentaria$700,008$19,397 ▲2.9%25,1170.2%FinanceNOWServiceNow$696,182$68,211 ▲10.9%5,1950.2%TechnologyCRMSalesforce$684,425$85,410 ▲14.3%2,9810.2%TechnologyEFXTEnerflex$680,669$15,110 ▼-2.2%29,8670.2%EnergyBACBank of America$679,745$5,334 ▼-0.8%12,4880.2%FinanceCBChubb$667,579$2,927 ▲0.4%2,0530.2%FinanceWFCWells Fargo & Company$662,143$18,571 ▲2.9%8,2720.2%FinanceVOVanguard Mid-Cap ETF$657,7020.0%8,3870.2%ETFJCIJohnson Controls International$656,593$42,812 ▼-6.1%4,4170.2%IndustrialsEXXONMOBIL HOLDINGS CORP$655,593$655,593 ▲New Holding4,0280.2%COM SHSBFHBread Financial$652,183$20,136 ▲3.2%6,6720.2%FinanceCTASCintas$648,500$114,292 ▲21.4%3,3250.2%IndustrialsCGAUCenterra Gold$646,822$48,134 ▲8.0%29,6980.2%MaterialsRTXRTX$643,856$13,739 ▲2.2%3,4680.2%IndustrialsCBTCabot$639,636$14,997 ▼-2.3%8,3170.2%MaterialsVRSNVeriSign$636,381$10,996 ▲1.8%2,2570.2%TechnologyCVXChevron$631,226$136,007 ▲27.5%3,0910.2%EnergyMGAMagna International$629,890$12,288 ▼-1.9%9,8930.2%Consumer DiscretionaryODFLOld Dominion Freight Line$617,248$28,333 ▼-4.4%3,5510.2%IndustrialsPAYXPaychex$614,664$335,800 ▲120.4%6,2400.2%IndustrialsASMLASML$599,665$3,623 ▼-0.6%3310.2%TechnologyHEIHeico$593,020$47,599 ▼-7.4%1,9560.2%IndustrialsMRKMerck & Co., Inc.$591,510$21,940 ▲3.9%4,0710.2%HealthcareShowing largest 100 holdings. 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