Baron Wealth Management LLC 13F Holdings
CIK 0001968507 · TROY, MI
As of Sep 30, 2025, Baron Wealth Management LLC reported 248 positions worth $293.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 284,039 | $55.2M | 18.81% |
| MFS ACTIVE EXCHANGE TRADED F | MFSI | — | 957,013 | $28.3M | 9.63% |
| FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX ETF | DIVI | — | 707,015 | $26.4M | 8.98% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 212,658 | $25.3M | 8.60% |
| APPLE INC | AAPL | Technology | 35,779 | $9.1M | 3.10% |
| SNAP-ON INC | SNA | Industrials | 23,954 | $8.3M | 2.83% |
| RIVIAN AUTOMOTIVE INC | RIVN | Consumer Cyclical | 513,953 | $7.5M | 2.57% |
| SPDR S&P 500 ETF TRUST | SPY | — | 8,525 | $5.7M | 1.93% |
| MICROSOFT CORP | MSFT | Technology | 9,326 | $4.8M | 1.64% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 18,465 | $4.0M | 1.36% |
| NVIDIA CORP | NVDA | Technology | 21,277 | $4.0M | 1.35% |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | SDVY | — | 96,835 | $3.7M | 1.25% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 28,809 | $3.5M | 1.18% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 51,118 | $3.1M | 1.04% |
| AMAZON.COM INC | AMZN | Equity | 12,935 | $2.8M | 0.97% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 11,403 | $2.1M | 0.72% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 6,326 | $2.0M | 0.68% |
| FIVE BELOW INC | FIVE | Consumer Cyclical | 12,342 |