Baron Wealth Management LLC Top Holdings and 13F Report (2026)

About Baron Wealth Management LLC

Investment Activity

Baron Wealth Management LLC has $334.41 million in total holdings as of March 31, 2026.
Baron Wealth Management LLC owns shares of 279 different stocks, but just 78 companies or ETFs make up 80% of its holdings.
Approximately 8.85% of the portfolio was purchased this quarter.
About 4.55% of the portfolio was sold this quarter.
This quarter, Baron Wealth Management LLC has purchased 259 new stocks and bought additional shares in 132 stocks.
Baron Wealth Management LLC sold shares of 83 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

iShares MSCI USA Quality Factor ETF: $53,849,087
Franklin International Core Dividend Tilt Index ETF: $29,445,477
MFS ACTIVE EXCHANGE TRADED F: $28,960,540
iShares Core S&P Small-Cap ETF: $21,409,640
Apple: $14,428,075

Largest New Holdings this Quarter

679580100 - Old Dominion Freight Line: $606,988 Holding
052769106 - Autodesk: $499,149 Holding
92343E102 - VeriSign: $419,007 Holding
745867101 - PulteGroup: $376,371 Holding
M87915274 - Tower Semiconductor: $357,102 Holding

Largest Purchases this Quarter

Apple: 20,175 shares (about $5.12M)
Vanguard S&P Mid-Cap 400 Growth ETF: 21,164 shares (about $2.65M)
Alphabet: 4,091 shares (about $1.17M)
Alphabet: 3,332 shares (about $958.19K)
First Trust SMID Cap Rising Dividend Achievers ETF: 22,062 shares (about $869.90K)

Largest Sales this Quarter

iShares Core S&P Small-Cap ETF: 18,598 shares (about $2.31M)
iShares MSCI USA Quality Factor ETF: 3,847 shares (about $737.89K)
iShares Core S&P 500 ETF: 1,070 shares (about $699.47K)
Chevron: 2,937 shares (about $607.73K)
Ford Motor: 50,823 shares (about $586.50K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
QUAL iShares MSCI USA Quality Factor ETF	$53,849,087	$737,893 â–¼	-1.4%	280,742	16.1%	ETF
DIVI Franklin International Core Dividend Tilt Index ETF	$29,445,477	$505,746 â–²	1.7%	739,650	8.8%	ETF
MFS ACTIVE EXCHANGE TRADED F	$28,960,540	$105,744 â–¼	-0.4%	974,446	8.7%	INTERNATINL ETF
IJR iShares Core S&P Small-Cap ETF	$21,409,640	$2,311,915 â–¼	-9.7%	172,228	6.4%	ETF
AAPL Apple	$14,428,075	$5,120,254 â–²	55.0%	56,850	4.3%	Computer and Technology
SNA Snap-On	$8,879,477	$179,064 â–²	2.1%	24,447	2.7%	Consumer Discretionary
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$7,410,116	$869,904 â–²	13.3%	187,931	2.2%	ETF
IVOG Vanguard S&P Mid-Cap 400 Growth ETF	$6,303,235	$2,646,123 â–²	72.4%	50,414	1.9%	ETF
SPY SPDR S&P 500 ETF Trust	$5,515,415	$35,768 â–¼	-0.6%	8,481	1.6%	Finance
RIVN Rivian Automotive	$4,724,993		0.0%	313,953	1.4%	Auto/Tires/Trucks
VIG Vanguard Dividend Appreciation ETF	$4,229,174	$240,223 â–²	6.0%	19,665	1.3%	ETF
NVDA NVIDIA	$3,991,426	$145,622 â–¼	-3.5%	22,887	1.2%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$3,304,443	$769 â–²	0.0%	51,567	1.0%	ETF
MSFT Microsoft	$3,240,090	$411,258 â–¼	-11.3%	8,753	1.0%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$3,221,992	$38,458 â–¼	-1.2%	28,485	1.0%	ETF
AMZN Amazon.com	$3,129,785	$121,626 â–²	4.0%	15,028	0.9%	Retail/Wholesale
GOOGL Alphabet	$2,961,119	$958,187 â–²	47.8%	10,297	0.9%	Computer and Technology
JNJ Johnson & Johnson	$2,877,849	$65,756 â–²	2.3%	11,773	0.9%	Medical
GOOG Alphabet	$2,515,556	$1,173,582 â–²	87.5%	8,769	0.8%	Computer and Technology
FIVE Five Below	$2,221,283	$134,118 â–¼	-5.7%	9,722	0.7%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$1,812,171	$75,899 â–¼	-4.0%	6,160	0.5%	Finance
AVGO Broadcom	$1,787,291	$42,090 â–²	2.4%	5,775	0.5%	Computer and Technology
PH Parker-Hannifin	$1,631,831	$34,910 â–²	2.2%	1,823	0.5%	Industrials
FIDELITY COVINGTON TRUST	$1,571,115	$137,212 â–²	9.6%	41,908	0.5%	ENHANCED LARGE
WALMART INC	$1,521,389	$66,239 â–¼	-4.2%	12,242	0.5%	COM
QQQ Invesco QQQ	$1,464,882		0.0%	2,538	0.4%	Finance
BWA BorgWarner	$1,443,669	$41,183 â–²	2.9%	26,607	0.4%	Auto/Tires/Trucks
ADI Analog Devices	$1,425,278	$72,218 â–¼	-4.8%	4,480	0.4%	Computer and Technology
TSLA Tesla	$1,211,162	$54,647 â–²	4.7%	3,258	0.4%	Auto/Tires/Trucks
V Visa	$1,208,275	$38,382 â–¼	-3.1%	3,998	0.4%	Business Services
GILD Gilead Sciences	$1,188,834	$19,094 â–²	1.6%	8,530	0.4%	Medical
META Meta Platforms	$1,153,741	$256,832 â–²	28.6%	2,017	0.3%	Computer and Technology
EFA iShares MSCI EAFE ETF	$1,151,369		0.0%	11,854	0.3%	Finance
NFLX Netflix	$1,135,820	$69,709 â–¼	-5.8%	11,813	0.3%	Consumer Discretionary
LOW Lowe's Companies	$1,111,606	$227,519 â–¼	-17.0%	4,705	0.3%	Retail/Wholesale
SAN Banco Santander	$1,051,247	$13,107 â–²	1.3%	93,196	0.3%	Finance
BRK.B Berkshire Hathaway	$1,045,135	$70,922 â–²	7.3%	2,181	0.3%	Finance
CAT Caterpillar	$1,034,477	$21,256 â–²	2.1%	1,460	0.3%	Industrials
CTVA Corteva	$1,002,221	$274,391 â–²	37.7%	11,973	0.3%	Consumer Staples
BND Vanguard Total Bond Market ETF	$998,007	$61,193 â–²	6.5%	13,553	0.3%	ETF
PG Procter & Gamble	$959,628	$114,104 â–²	13.5%	6,644	0.3%	Consumer Staples
MS Morgan Stanley	$940,506	$24,521 â–¼	-2.5%	5,715	0.3%	Finance
LINDE PLC	$940,492	$193,354 â–²	25.9%	1,897	0.3%	SHS
JBL Jabil	$937,951	$5,578 â–¼	-0.6%	3,531	0.3%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$937,473	$37,850 â–¼	-3.9%	2,774	0.3%	Computer and Technology
FAST Fastenal	$930,830	$9,002 â–¼	-1.0%	20,061	0.3%	Retail/Wholesale
AEIS Advanced Energy Industries	$928,759	$323 â–²	0.0%	2,878	0.3%	Computer and Technology
CSCO Cisco Systems	$915,685	$47,561 â–²	5.5%	11,802	0.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$894,707	$335,889 â–¼	-27.3%	1,497	0.3%	ETF
VTV Vanguard Value ETF	$894,006	$72,588 â–²	8.8%	4,557	0.3%	ETF
IWR iShares Russell Mid-Cap ETF	$869,399	$10,695 â–¼	-1.2%	8,942	0.3%	ETF
RRR Red Rock Resorts	$838,734	$24,119 â–²	3.0%	15,718	0.3%	Consumer Discretionary
XOM ExxonMobil	$829,766	$33,761 â–¼	-3.9%	4,891	0.2%	Energy
LLY Eli Lilly and Company	$827,125	$56,123 â–²	7.3%	899	0.2%	Medical
BNY MELLON ETF TRUST II	$818,452	$188,581 â–²	29.9%	27,594	0.2%	DYNAMIC VALUE
IWM iShares Russell 2000 ETF	$814,426	$1,240 â–²	0.2%	3,284	0.2%	Finance
SPGI S&P Global	$791,293	$5,105 â–²	0.6%	1,860	0.2%	Finance
AMGN Amgen	$782,723	$115,386 â–²	17.3%	2,225	0.2%	Medical
SU Suncor Energy	$769,252	$19,436 â–²	2.6%	11,636	0.2%	Energy
VOD Vodafone Group	$758,453	$25,729 â–²	3.5%	50,496	0.2%	Computer and Technology
ABBV AbbVie	$754,555	$223,604 â–²	42.1%	3,469	0.2%	Medical
MO Altria Group	$752,622	$75,163 â–²	11.1%	11,405	0.2%	Consumer Staples
BCS Barclays	$746,704	$63,354 â–¼	-7.8%	35,288	0.2%	Finance
DB Deutsche Bank Aktiengesellschaft	$740,315	$76,625 â–¼	-9.4%	24,859	0.2%	Finance
NWG NatWest Group	$716,057	$7,286 â–¼	-1.0%	48,058	0.2%	Finance
WFC Wells Fargo & Company	$703,250	$90,115 â–¼	-11.4%	8,834	0.2%	Finance
USB U.S. Bancorp	$700,431	$24,393 â–²	3.6%	13,467	0.2%	Finance
F Ford Motor	$679,889	$586,496 â–¼	-46.3%	58,916	0.2%	Auto/Tires/Trucks
MA Mastercard	$679,174	$64,469 â–¼	-8.7%	1,359	0.2%	Business Services
CB Chubb	$665,677	$1,630 â–²	0.2%	2,042	0.2%	Finance
KGC Kinross Gold	$649,708	$23,531 â–¼	-3.5%	21,288	0.2%	Basic Materials
RTX RTX	$627,786	$10,418 â–²	1.7%	3,254	0.2%	Aerospace
EFXT Enerflex	$622,977	$44,162 â–²	7.6%	29,779	0.2%	Energy
TYL Tyler Technologies	$621,762	$153,729 â–²	32.8%	1,816	0.2%	Computer and Technology
UI Ubiquiti	$618,149	$123,314 â–¼	-16.6%	782	0.2%	Computer and Technology
BAC Bank of America	$616,332	$12,187 â–²	2.0%	12,643	0.2%	Finance
OEF iShares S&P 100 ETF	$610,694	$100,510 â–¼	-14.1%	1,920	0.2%	ETF
ODFL Old Dominion Freight Line	$606,988	$606,988 â–²	New Holding	3,106	0.2%	Transportation
JCI Johnson Controls International	$606,349	$13,751 â–²	2.3%	4,630	0.2%	Construction
VO Vanguard Mid-Cap ETF	$602,238	$2,010 â–¼	-0.3%	2,097	0.2%	ETF
AA Alcoa	$598,913	$8,026 â–²	1.4%	9,029	0.2%	Industrials
CL Colgate-Palmolive	$585,126	$286,384 â–²	95.9%	6,865	0.2%	Consumer Staples
HEI Heico	$580,481	$114,616 â–¼	-16.5%	2,117	0.2%	Aerospace
EMR Emerson Electric	$574,152	$13,758 â–¼	-2.3%	4,382	0.2%	Industrials
MU Micron Technology	$566,265	$4,392 â–¼	-0.8%	1,676	0.2%	Computer and Technology
STRL Sterling Infrastructure	$555,109	$179,199 â–¼	-24.4%	1,363	0.2%	Construction
PENN PENN Entertainment	$546,536		0.0%	36,363	0.2%	Consumer Discretionary
CVX Chevron	$540,276	$607,733 â–¼	-52.9%	2,611	0.2%	Energy
IMO Imperial Oil	$527,249	$16,223 â–²	3.2%	4,030	0.2%	Energy
IVLU iShares MSCI Intl Value Factor ETF	$526,225	$102,015 â–²	24.0%	13,262	0.2%	ETF
NOW ServiceNow	$519,404	$135,706 â–²	35.4%	4,968	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$515,053	$53,165 â–²	11.5%	4,282	0.2%	Medical
MCO Moody's	$514,899	$237,377 â–²	85.5%	1,180	0.2%	Finance
TRV Travelers Companies	$511,905	$184,636 â–¼	-26.5%	1,755	0.2%	Finance
MCD McDonald's	$511,161	$5,283 â–²	1.0%	1,645	0.2%	Retail/Wholesale
NEE NextEra Energy	$506,050	$18,020 â–¼	-3.4%	5,448	0.2%	Utilities
DHR Danaher	$504,166	$68,259 â–¼	-11.9%	2,659	0.2%	Medical
MUR Murphy Oil	$499,882	$12,540 â–²	2.6%	12,118	0.1%	Energy
ADSK Autodesk	$499,149	$499,149 â–²	New Holding	2,085	0.1%	Computer and Technology
BPOP Popular	$497,234	$18,515 â–²	3.9%	3,706	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Baron Wealth Management LLC Top Holdings and 13F Report (2026)

About Baron Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Baron Wealth Management LLC Top Holdings and 13F Report (2026)

About Baron Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBaron Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools