Baron Wealth Management
Latest statistics and disclosures from Baron Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QUAL, MFSI, DIVI, IJR, AAPL, and represent 45.45% of Baron Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVOG, SDVY, NFLX, FELG, BND, DIVI, IVV, AVGO, MFSI, IWD.
- Started 38 new stock positions in AMG, TK, HIG, WU, TBLA, BX, OMF, BTE, FICO, TOL.
- Reduced shares in these 10 stocks: RIVN, IJR, FIVE, OVV, PM, , CALM, CMA, TSLA, .
- Sold out of its positions in APD, AMT, ABR, ADSK, CALM, CMA, QBTS, EQR, FFIN, HLN.
- Baron Wealth Management was a net buyer of stock by $14M.
- Baron Wealth Management has $325M in assets under management (AUM), dropping by 7.36%.
- Central Index Key (CIK): 0001968507
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Portfolio Holdings for Baron Wealth Management
Baron Wealth Management holds 259 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 17.4 | $57M | 285k | 198.62 |
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| Mfs Active Exchange Traded F Internatinl Etf (MFSI) | 9.2 | $30M | +2% | 978k | 30.45 |
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| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 8.7 | $28M | +2% | 727k | 38.89 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 7.1 | $23M | -10% | 191k | 120.18 |
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| Apple (AAPL) | 3.1 | $10M | +2% | 37k | 271.86 |
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| Snap-on Incorporated (SNA) | 2.5 | $8.3M | 24k | 344.59 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 2.0 | $6.4M | +71% | 166k | 38.32 |
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| Rivian Automotive Com Cl A (RIVN) | 1.9 | $6.2M | -38% | 314k | 19.71 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $5.8M | 8.5k | 681.93 |
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| Microsoft Corporation (MSFT) | 1.5 | $4.8M | +5% | 9.9k | 483.60 |
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| NVIDIA Corporation (NVDA) | 1.4 | $4.4M | +11% | 24k | 186.50 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $4.1M | 19k | 219.78 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.1 | $3.6M | 29k | 123.26 |
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| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 1.1 | $3.5M | NEW | 29k | 120.20 |
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| Amazon (AMZN) | 1.0 | $3.3M | +11% | 14k | 230.81 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $3.2M | 52k | 62.47 |
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| Johnson & Johnson (JNJ) | 0.7 | $2.4M | 12k | 206.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.2M | +4% | 7.0k | 313.01 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $2.1M | 6.4k | 322.22 |
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| Broadcom (AVGO) | 0.6 | $2.0M | +55% | 5.6k | 346.13 |
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| Five Below (FIVE) | 0.6 | $1.9M | -16% | 10k | 188.36 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.5 | $1.6M | +172% | 38k | 41.70 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $1.6M | +11% | 1.8k | 878.82 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.6M | 2.5k | 614.28 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.5M | 4.7k | 313.82 |
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| Visa Com Cl A (V) | 0.4 | $1.4M | 4.1k | 350.68 |
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| Ford Motor Company (F) | 0.4 | $1.4M | -4% | 110k | 13.12 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.4M | +37% | 13k | 111.41 |
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| Tesla Motors (TSLA) | 0.4 | $1.4M | -17% | 3.1k | 449.72 |
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| Lowe's Companies (LOW) | 0.4 | $1.4M | +7% | 5.7k | 241.18 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.3M | 2.1k | 627.11 |
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| Analog Devices (ADI) | 0.4 | $1.3M | 4.7k | 271.20 |
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| Netflix (NFLX) | 0.4 | $1.2M | +903% | 13k | 93.76 |
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| BorgWarner (BWA) | 0.4 | $1.2M | +11% | 26k | 45.06 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $1.1M | 12k | 96.03 |
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| Banco Santander Sa Adr (SAN) | 0.3 | $1.1M | -6% | 92k | 11.73 |
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| Deutsche Bank A G Namen Akt (DB) | 0.3 | $1.1M | 27k | 38.56 |
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| Morgan Stanley Com New (MS) | 0.3 | $1.0M | +11% | 5.9k | 177.52 |
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| Meta Platforms Cl A (META) | 0.3 | $1.0M | -5% | 1.6k | 659.91 |
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| Gilead Sciences (GILD) | 0.3 | $1.0M | +3% | 8.4k | 122.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.0M | +6% | 2.0k | 502.65 |
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| Barclays Adr (BCS) | 0.3 | $974k | +11% | 38k | 25.45 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $972k | +310% | 1.4k | 684.98 |
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| S&p Global (SPGI) | 0.3 | $966k | -3% | 1.8k | 522.68 |
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| Red Rock Resorts Cl A (RRR) | 0.3 | $946k | 15k | 61.95 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $942k | NEW | 13k | 74.07 |
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| Wells Fargo & Company (WFC) | 0.3 | $929k | +8% | 10k | 93.20 |
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| Eli Lilly & Co. (LLY) | 0.3 | $901k | +25% | 838.00 | 1075.01 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $877k | +7% | 2.9k | 303.89 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $871k | 9.1k | 96.27 |
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| Cisco Systems (CSCO) | 0.3 | $862k | +8% | 11k | 77.03 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $850k | 1.5k | 570.97 |
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| Natwest Group Spons Adr (NWG) | 0.3 | $850k | +9% | 49k | 17.50 |
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| Chevron Corporation (CVX) | 0.3 | $846k | -2% | 5.5k | 152.41 |
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| Procter & Gamble Company (PG) | 0.3 | $839k | 5.9k | 143.30 |
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| HEICO Corporation (HEI) | 0.3 | $820k | 2.5k | 323.59 |
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| Caterpillar (CAT) | 0.3 | $819k | +6% | 1.4k | 572.93 |
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| Fastenal Company (FAST) | 0.3 | $813k | 20k | 40.13 |
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| Jabil Circuit (JBL) | 0.2 | $810k | 3.6k | 228.02 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $807k | 3.3k | 246.13 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $800k | +35% | 4.2k | 191.01 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $767k | 2.2k | 342.97 |
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| Abbott Laboratories (ABT) | 0.2 | $719k | +13% | 5.7k | 125.29 |
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| Us Bancorp Del Com New (USB) | 0.2 | $694k | +44% | 13k | 53.36 |
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| Travelers Companies (TRV) | 0.2 | $693k | 2.4k | 290.05 |
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| Danaher Corporation (DHR) | 0.2 | $691k | +15% | 3.0k | 228.93 |
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| UnitedHealth (UNH) | 0.2 | $685k | +7% | 2.1k | 330.15 |
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| Bank of America Corporation (BAC) | 0.2 | $682k | +7% | 12k | 55.00 |
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| salesforce (CRM) | 0.2 | $650k | -13% | 2.5k | 264.93 |
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| Vodafone Group Sponsored Adr (VOD) | 0.2 | $644k | +2% | 49k | 13.21 |
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| Linde SHS (LIN) | 0.2 | $643k | -6% | 1.5k | 426.41 |
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| Chubb (CB) | 0.2 | $636k | +4% | 2.0k | 312.17 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $631k | NEW | 3.0k | 210.34 |
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| Goldman Sachs (GS) | 0.2 | $623k | +8% | 708.00 | 879.34 |
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| Kinross Gold Corp (KGC) | 0.2 | $621k | +2% | 22k | 28.16 |
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| Amgen (AMGN) | 0.2 | $621k | +121% | 1.9k | 327.35 |
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| Tyler Technologies (TYL) | 0.2 | $621k | -13% | 1.4k | 453.95 |
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| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 0.2 | $616k | NEW | 21k | 29.02 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $613k | +20% | 5.1k | 120.34 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $611k | -13% | 2.1k | 290.20 |
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| Advanced Energy Industries (AEIS) | 0.2 | $602k | 2.9k | 209.37 |
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| Emerson Electric (EMR) | 0.2 | $596k | +4% | 4.5k | 132.71 |
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| Altria (MO) | 0.2 | $592k | 10k | 57.66 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $587k | 3.2k | 183.42 |
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| Corteva (CTVA) | 0.2 | $583k | +37% | 8.7k | 67.03 |
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| Verisk Analytics (VRSK) | 0.2 | $574k | +17% | 2.6k | 223.70 |
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| Servicenow (NOW) | 0.2 | $562k | +391% | 3.7k | 153.19 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $561k | +4% | 24k | 23.31 |
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| Abbvie (ABBV) | 0.2 | $558k | +37% | 2.4k | 228.50 |
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| Ecolab (ECL) | 0.2 | $553k | -2% | 2.1k | 262.46 |
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| Sterling Construction Company (STRL) | 0.2 | $552k | 1.8k | 306.23 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $542k | +14% | 4.5k | 119.75 |
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| Joyy Ads Repstg Com A (JOYY) | 0.2 | $539k | 8.3k | 64.76 |
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| Penn National Gaming (PENN) | 0.2 | $536k | 36k | 14.75 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $520k | -4% | 2.3k | 223.23 |
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| Ubiquiti (UI) | 0.2 | $519k | 938.00 | 553.44 |
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| IDEXX Laboratories (IDXX) | 0.2 | $514k | 760.00 | 676.53 |
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| 3M Company (MMM) | 0.2 | $512k | +18% | 3.2k | 160.10 |
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| Suncor Energy (SU) | 0.2 | $503k | +4% | 11k | 44.36 |
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| McDonald's Corporation (MCD) | 0.2 | $498k | +6% | 1.6k | 305.56 |
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| Rollins (ROL) | 0.2 | $492k | -12% | 8.2k | 60.02 |
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| Citigroup Com New (C) | 0.2 | $492k | +25% | 4.2k | 116.69 |
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| Micron Technology (MU) | 0.1 | $482k | +3% | 1.7k | 285.43 |
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| CoStar (CSGP) | 0.1 | $480k | 7.1k | 67.24 |
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| AFLAC Incorporated (AFL) | 0.1 | $479k | 4.3k | 110.27 |
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| Alcoa (AA) | 0.1 | $473k | NEW | 8.9k | 53.14 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $472k | +13% | 815.00 | 579.47 |
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| International Business Machines (IBM) | 0.1 | $470k | +94% | 1.6k | 296.17 |
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| Garrett Motion (GTX) | 0.1 | $461k | +6% | 26k | 17.43 |
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| Ge Aerospace Com New (GE) | 0.1 | $455k | +54% | 1.5k | 307.99 |
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| Nextera Energy (NEE) | 0.1 | $453k | 5.6k | 80.28 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $449k | 7.3k | 61.36 |
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| Popular Com New (BPOP) | 0.1 | $444k | 3.6k | 124.52 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $442k | 17k | 25.60 |
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| Manulife Finl Corp (MFC) | 0.1 | $441k | 12k | 36.28 |
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| Celestica (CLS) | 0.1 | $440k | +4% | 1.5k | 295.61 |
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| Stryker Corporation (SYK) | 0.1 | $439k | 1.3k | 351.53 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $436k | -2% | 6.2k | 70.12 |
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| McKesson Corporation (MCK) | 0.1 | $432k | -10% | 527.00 | 820.31 |
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| Enerflex (EFXT) | 0.1 | $427k | +64% | 28k | 15.43 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $423k | +22% | 902.00 | 468.76 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $418k | +10% | 4.2k | 99.91 |
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| Medtronic SHS (MDT) | 0.1 | $416k | +40% | 4.3k | 96.05 |
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| Mueller Industries (MLI) | 0.1 | $411k | +4% | 3.6k | 114.79 |
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| American Express Company (AXP) | 0.1 | $410k | +34% | 1.1k | 370.01 |
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| Grand Canyon Education (LOPE) | 0.1 | $408k | 2.5k | 166.31 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $407k | +21% | 11k | 38.05 |
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| Dillards Cl A (DDS) | 0.1 | $406k | 669.00 | 606.78 |
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| Merck & Co (MRK) | 0.1 | $404k | +25% | 3.8k | 105.27 |
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| Ensign (ENSG) | 0.1 | $402k | 2.3k | 174.20 |
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| Sap Se Spon Adr (SAP) | 0.1 | $399k | -4% | 1.6k | 242.91 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $397k | +41% | 4.0k | 100.34 |
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| CBOE Holdings (CBOE) | 0.1 | $392k | +6% | 1.6k | 251.04 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $388k | 363.00 | 1069.86 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $381k | -10% | 3.2k | 117.21 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.1 | $381k | +23% | 6.9k | 55.57 |
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| L3harris Technologies (LHX) | 0.1 | $378k | +14% | 1.3k | 293.59 |
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| Centerra Gold (CGAU) | 0.1 | $373k | +10% | 26k | 14.37 |
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| Zoetis Cl A (ZTS) | 0.1 | $373k | +71% | 3.0k | 125.83 |
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| Murphy Oil Corporation (MUR) | 0.1 | $369k | 12k | 31.25 |
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| ON Semiconductor (ON) | 0.1 | $369k | 6.8k | 54.15 |
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| Buckle (BKE) | 0.1 | $369k | +2% | 6.9k | 53.42 |
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| Rb Global (RBA) | 0.1 | $366k | 3.6k | 102.87 |
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| TJX Companies (TJX) | 0.1 | $365k | +5% | 2.4k | 153.63 |
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| ResMed (RMD) | 0.1 | $362k | -2% | 1.5k | 240.92 |
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| Medpace Hldgs (MEDP) | 0.1 | $361k | -15% | 642.00 | 561.65 |
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| Makemytrip Limited Mauritius SHS (MMYT) | 0.1 | $360k | 4.4k | 82.11 |
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| Home Depot (HD) | 0.1 | $353k | +33% | 1.0k | 344.20 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $350k | NEW | 6.6k | 53.30 |
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| Shell Spon Ads (SHEL) | 0.1 | $349k | 4.8k | 73.48 |
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| Amphenol Corp Cl A (APH) | 0.1 | $348k | -6% | 2.6k | 135.14 |
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| Nexstar Media Group Common Stock (NXST) | 0.1 | $343k | +6% | 1.7k | 203.09 |
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| Travel Leisure Ord (TNL) | 0.1 | $340k | NEW | 4.8k | 70.53 |
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| Imperial Oil Com New (IMO) | 0.1 | $337k | 3.9k | 86.31 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $329k | 3.7k | 90.00 |
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| Allstate Corporation (ALL) | 0.1 | $328k | 1.6k | 208.19 |
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| Kennametal (KMT) | 0.1 | $328k | +18% | 12k | 28.41 |
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| WESCO International (WCC) | 0.1 | $326k | +5% | 1.3k | 244.69 |
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| Hca Holdings (HCA) | 0.1 | $326k | +12% | 697.00 | 467.00 |
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| Moody's Corporation (MCO) | 0.1 | $325k | +4% | 636.00 | 511.07 |
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| Fair Isaac Corporation (FICO) | 0.1 | $325k | NEW | 192.00 | 1690.62 |
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| Cibc Cad (CM) | 0.1 | $324k | +6% | 3.6k | 90.61 |
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| West Pharmaceutical Services (WST) | 0.1 | $323k | 1.2k | 275.14 |
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| Agnico (AEM) | 0.1 | $319k | +3% | 1.9k | 169.57 |
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| Palo Alto Networks (PANW) | 0.1 | $318k | +4% | 1.7k | 184.20 |
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| Guidewire Software (GWRE) | 0.1 | $317k | 1.6k | 201.01 |
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| PNC Financial Services (PNC) | 0.1 | $316k | +4% | 1.5k | 208.72 |
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| Paychex (PAYX) | 0.1 | $313k | -22% | 2.8k | 112.17 |
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| Union Pacific Corporation (UNP) | 0.1 | $313k | +4% | 1.4k | 231.31 |
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| Lennox International (LII) | 0.1 | $311k | -9% | 641.00 | 485.60 |
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| Cabot Corporation (CBT) | 0.1 | $309k | +22% | 4.7k | 66.28 |
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| Saia (SAIA) | 0.1 | $303k | 927.00 | 326.52 |
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| Alliance Data Systems Corporation (BFH) | 0.1 | $301k | NEW | 4.1k | 74.02 |
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| Boston Scientific Corporation (BSX) | 0.1 | $297k | -2% | 3.1k | 95.35 |
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| Markel Corporation (MKL) | 0.1 | $297k | NEW | 138.00 | 2149.65 |
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| First Bancorp P R Com New (FBP) | 0.1 | $294k | -8% | 14k | 20.73 |
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| Boeing Company (BA) | 0.1 | $294k | NEW | 1.4k | 217.12 |
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| Deluxe Corporation (DLX) | 0.1 | $293k | NEW | 13k | 22.33 |
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| Starbucks Corporation (SBUX) | 0.1 | $289k | +2% | 3.4k | 84.21 |
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| Colgate-Palmolive Company (CL) | 0.1 | $277k | -39% | 3.5k | 79.02 |
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| W.W. Grainger (GWW) | 0.1 | $270k | -20% | 268.00 | 1009.07 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $270k | NEW | 1.7k | 160.97 |
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| Washington Federal (WAFD) | 0.1 | $269k | NEW | 8.4k | 32.03 |
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| Phinia Common Stock (PHIN) | 0.1 | $268k | 4.3k | 62.69 |
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| Oracle Corporation (ORCL) | 0.1 | $268k | +22% | 1.4k | 194.85 |
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| Commercial Metals Company (CMC) | 0.1 | $264k | +6% | 3.8k | 69.22 |
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| Cintas Corporation (CTAS) | 0.1 | $264k | -45% | 1.4k | 188.07 |
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| Selective Insurance (SIGI) | 0.1 | $263k | 3.1k | 83.67 |
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| Hub Group Cl A (HUBG) | 0.1 | $263k | -2% | 6.2k | 42.61 |
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| Ptc (PTC) | 0.1 | $263k | +6% | 1.5k | 174.21 |
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| Installed Bldg Prods (IBP) | 0.1 | $261k | NEW | 1.0k | 259.44 |
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| Walt Disney Company (DIS) | 0.1 | $261k | +7% | 2.3k | 113.79 |
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| CSX Corporation (CSX) | 0.1 | $260k | 7.2k | 36.25 |
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| Southern Company (SO) | 0.1 | $259k | -25% | 3.0k | 87.20 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $255k | NEW | 1.4k | 177.75 |
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| American Intl Group Com New (AIG) | 0.1 | $255k | 3.0k | 85.55 |
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| Qualcomm (QCOM) | 0.1 | $253k | +3% | 1.5k | 171.05 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $253k | NEW | 1.3k | 191.56 |
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| Tenaris S A Sponsored Ads (TS) | 0.1 | $252k | +8% | 6.6k | 38.45 |
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| Truist Financial Corp equities (TFC) | 0.1 | $252k | -2% | 5.1k | 49.21 |
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| General Dynamics Corporation (GD) | 0.1 | $251k | +6% | 744.00 | 336.70 |
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| Entergy Corporation (ETR) | 0.1 | $249k | +10% | 2.7k | 92.43 |
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| Cme (CME) | 0.1 | $249k | 911.00 | 272.94 |
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| Motorola Solutions Com New (MSI) | 0.1 | $247k | -4% | 645.00 | 383.32 |
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| Intercontinental Exchange (ICE) | 0.1 | $247k | -21% | 1.5k | 161.92 |
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| Thor Industries (THO) | 0.1 | $244k | 2.4k | 102.65 |
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| Automatic Data Processing (ADP) | 0.1 | $240k | -26% | 933.00 | 257.18 |
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| Illinois Tool Works (ITW) | 0.1 | $239k | +10% | 969.00 | 246.32 |
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| Orla Mining LTD New F (ORLA) | 0.1 | $236k | 18k | 13.47 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $236k | 6.4k | 36.54 |
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| Bk Technologies Corporation Com New (BKTI) | 0.1 | $235k | -4% | 3.2k | 74.59 |
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| Signet Jewelers SHS (SIG) | 0.1 | $233k | 2.8k | 82.89 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $232k | 2.3k | 99.52 |
|
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $227k | +4% | 1.1k | 198.72 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $226k | -14% | 262.00 | 862.78 |
|
| Toll Brothers (TOL) | 0.1 | $226k | NEW | 1.7k | 135.25 |
|
| Ge Vernova (GEV) | 0.1 | $224k | NEW | 342.00 | 653.68 |
|
| Msci (MSCI) | 0.1 | $223k | +6% | 388.00 | 574.16 |
|
| Dover Corporation (DOV) | 0.1 | $223k | NEW | 1.1k | 195.24 |
|
| Affiliated Managers (AMG) | 0.1 | $222k | NEW | 771.00 | 288.28 |
|
| Vulcan Materials Company (VMC) | 0.1 | $221k | 775.00 | 285.23 |
|
|
| Hartford Financial Services (HIG) | 0.1 | $221k | NEW | 1.6k | 137.84 |
|
| Graham Hldgs Com Cl B (GHC) | 0.1 | $218k | +3% | 198.00 | 1098.76 |
|
| Teekay Tankers Cl A (TNK) | 0.1 | $216k | NEW | 4.0k | 53.42 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $215k | NEW | 1.1k | 203.46 |
|
| Paycom Software (PAYC) | 0.1 | $214k | -3% | 1.3k | 159.36 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $213k | NEW | 1.4k | 154.19 |
|
| Norfolk Southern (NSC) | 0.1 | $212k | 735.00 | 288.75 |
|
|
| Onemain Holdings (OMF) | 0.1 | $212k | NEW | 3.1k | 67.54 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $212k | -10% | 949.00 | 223.06 |
|
| Intuit (INTU) | 0.1 | $211k | +8% | 319.00 | 662.58 |
|
| Puma Biotechnology (PBYI) | 0.1 | $211k | +62% | 35k | 5.95 |
|
| Fluor Corporation (FLR) | 0.1 | $210k | NEW | 5.3k | 39.63 |
|
| Atkore Intl (ATKR) | 0.1 | $210k | NEW | 3.3k | 63.24 |
|
| New Gold Inc Cda (NGD) | 0.1 | $209k | 24k | 8.71 |
|
|
| Ibex Shs New (IBEX) | 0.1 | $209k | +6% | 5.5k | 38.18 |
|
| AmerisourceBergen (COR) | 0.1 | $204k | NEW | 605.00 | 337.79 |
|
| Zim Integrated Shipping Serv SHS (ZIM) | 0.1 | $202k | NEW | 9.5k | 21.23 |
|
| Progressive Corporation (PGR) | 0.1 | $201k | 883.00 | 227.76 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $201k | -11% | 1.1k | 185.52 |
|
| Sun Ctry Airls Hldgs (SNCY) | 0.1 | $189k | NEW | 13k | 14.39 |
|
| Hooker Furniture Corporation (HOFT) | 0.1 | $187k | 17k | 11.29 |
|
|
| Dht Holdings Shs New (DHT) | 0.1 | $173k | +21% | 14k | 12.21 |
|
| Nordic American Tanker Shippin (NAT) | 0.0 | $150k | +3% | 44k | 3.44 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $135k | NEW | 13k | 10.72 |
|
| Emergent BioSolutions (EBS) | 0.0 | $133k | NEW | 11k | 12.36 |
|
| Baytex Energy Corp (BTE) | 0.0 | $124k | NEW | 39k | 3.23 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $122k | 15k | 8.39 |
|
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $121k | 13k | 9.65 |
|
|
| Medallion Financial (MFIN) | 0.0 | $115k | 11k | 10.29 |
|
|
| Information Services (III) | 0.0 | $112k | +59% | 19k | 5.78 |
|
| Western Union Company (WU) | 0.0 | $107k | NEW | 12k | 9.31 |
|
| Teekay Corporation SHS (TK) | 0.0 | $95k | NEW | 11k | 9.03 |
|
| Adt (ADT) | 0.0 | $83k | -10% | 10k | 8.07 |
|
| Curevac N V (CVAC) | 0.0 | $75k | -13% | 17k | 4.52 |
|
| Taboola.com Ord Shs (TBLA) | 0.0 | $67k | NEW | 15k | 4.61 |
|
| Icl Group SHS (ICL) | 0.0 | $60k | -65% | 10k | 5.74 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $56k | +5% | 11k | 5.30 |
|
| Uranium Royalty Corp (UROY) | 0.0 | $44k | NEW | 12k | 3.54 |
|
Past Filings by Baron Wealth Management
SEC 13F filings are viewable for Baron Wealth Management going back to 2022
- Baron Wealth Management 2025 Q4 filed Jan. 14, 2026
- Baron Wealth Management 2025 Q3 filed Oct. 20, 2025
- Baron Wealth Management 2025 Q2 filed July 9, 2025
- Baron Wealth Management 2025 Q1 filed May 14, 2025
- Baron Wealth Management 2024 Q4 filed Jan. 23, 2025
- Baron Wealth Management 2024 Q3 filed Nov. 7, 2024
- Baron Wealth Management 2024 Q1 filed May 8, 2024
- Baron Wealth Management 2023 Q4 filed Jan. 4, 2024
- Baron Wealth Management 2023 Q3 filed Nov. 1, 2023
- Baron Wealth Management 2023 Q2 filed Aug. 8, 2023
- Baron Wealth Management 2022 Q4 restated filed June 6, 2023
- Baron Wealth Management 2023 Q1 restated filed June 6, 2023
- Baron Wealth Management 2023 Q1 filed May 10, 2023
- Baron Wealth Management 2022 Q4 filed April 4, 2023