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 43.18% of Baron Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: CRWD, ABBV, XOM, WCCB, UNH, RMD, FELG, ACN, ADSK, AAPL.
- Started 31 new stock positions in HLF, SAP, INNV, GIB, EMBC, A, IBEX, BNS, BMY, ADM.
- Reduced shares in these 10 stocks: , CCI, , BKE, MU, KLAC, LOW, SNDR, GOOGL, VMC.
- Sold out of its positions in AM, AMAT, BKTI, BKE, CCI, EME, EBS, ENVA, Exxon Mobil Corporation, FLR.
- Baron Wealth Management was a net buyer of stock by $5.5M.
- Baron Wealth Management has $389M in assets under management (AUM), dropping by 0.82%.
- Central Index Key (CIK): 0001968507
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Portfolio Holdings for Baron Wealth Management
Baron Wealth Management holds 306 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 16.1 | $62M | 281k | 222.24 |
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| Mfs Active Exchange Traded F Internatinl Etf (MFSI) | 8.3 | $32M | 993k | 32.67 |
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| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 8.3 | $32M | 757k | 42.66 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.6 | $22M | 161k | 136.04 |
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| Apple (AAPL) | 4.8 | $19M | +2% | 56k | 333.02 |
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| Snap-on Incorporated (SNA) | 2.3 | $8.9M | 24k | 363.34 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 2.2 | $8.6M | 212k | 40.58 |
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| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 2.2 | $8.4M | +3% | 62k | 136.62 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.7 | $6.5M | 8.5k | 762.66 |
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| Microsoft Corporation (MSFT) | 1.5 | $5.7M | +5% | 11k | 512.88 |
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| NVIDIA Corporation (NVDA) | 1.3 | $5.2M | -3% | 23k | 228.38 |
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| Rivian Automotive Com Cl A (RIVN) | 1.2 | $4.7M | 314k | 14.94 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $4.6M | 20k | 233.31 |
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| Amazon (AMZN) | 1.1 | $4.2M | +7% | 17k | 249.14 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.0 | $4.0M | 28k | 142.26 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $3.7M | 52k | 70.61 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $3.4M | -7% | 9.8k | 344.06 |
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| Johnson & Johnson (JNJ) | 0.8 | $3.2M | +3% | 12k | 264.75 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.8 | $3.0M | +16% | 68k | 45.09 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.9M | 8.6k | 340.76 |
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| Five Below (FIVE) | 0.5 | $2.1M | 9.7k | 219.57 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $2.1M | 6.4k | 330.81 |
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| Broadcom (AVGO) | 0.5 | $2.0M | -9% | 5.8k | 351.20 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.9M | 2.5k | 739.80 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $1.7M | 1.8k | 955.40 |
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| Visa Com Cl A (V) | 0.4 | $1.7M | +5% | 4.6k | 359.36 |
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| BorgWarner (BWA) | 0.4 | $1.6M | 27k | 60.11 |
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| Abbvie (ABBV) | 0.4 | $1.6M | +73% | 5.9k | 261.60 |
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| Analog Devices (ADI) | 0.4 | $1.5M | -9% | 3.9k | 396.72 |
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| Gilead Sciences (GILD) | 0.4 | $1.4M | +2% | 9.1k | 149.04 |
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| Cisco Systems (CSCO) | 0.3 | $1.3M | -2% | 12k | 107.63 |
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| Micron Technology (MU) | 0.3 | $1.3M | -19% | 1.2k | 1065.24 |
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| Banco Santander Sa Adr (SAN) | 0.3 | $1.3M | 95k | 13.83 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.3M | +10% | 2.6k | 497.95 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $1.3M | +2% | 2.8k | 456.19 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.2M | 12k | 103.89 |
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| UnitedHealth (UNH) | 0.3 | $1.2M | +69% | 3.3k | 367.09 |
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| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 0.3 | $1.2M | +7% | 35k | 33.70 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.2M | +6% | 1.0k | 1157.48 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.1M | +8% | 1.6k | 700.94 |
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| Caterpillar (CAT) | 0.3 | $1.1M | -7% | 1.4k | 810.92 |
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| Tesla Motors (TSLA) | 0.3 | $1.1M | 3.2k | 354.81 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.1M | +310% | 4.2k | 264.75 |
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| Morgan Stanley Com New (MS) | 0.3 | $1.1M | 5.8k | 188.09 |
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| Meta Platforms Cl A (META) | 0.3 | $1.1M | -15% | 1.5k | 724.99 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.1M | 15k | 70.15 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.1M | +19% | 1.9k | 551.57 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.1M | -11% | 10k | 103.92 |
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| Natwest Group Spons Adr (NWG) | 0.3 | $1.0M | +3% | 57k | 18.15 |
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| Procter & Gamble Company (PG) | 0.3 | $1.0M | -5% | 6.9k | 145.28 |
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| Jabil Circuit (JBL) | 0.3 | $1.0M | 3.5k | 286.86 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.3 | $992k | 4.6k | 216.09 |
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| Fastenal Company (FAST) | 0.3 | $985k | 20k | 49.53 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $950k | 8.9k | 106.71 |
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| Amgen (AMGN) | 0.2 | $944k | +2% | 2.2k | 421.46 |
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| Barclays Adr (BCS) | 0.2 | $939k | -5% | 39k | 24.27 |
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| Us Bancorp Com New (USB) | 0.2 | $916k | 16k | 57.76 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $913k | 3.3k | 277.92 |
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| Corteva (CTVA) | 0.2 | $905k | -6% | 12k | 77.65 |
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| Linde SHS (LIN) | 0.2 | $905k | 1.9k | 474.68 |
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| Deutsche Bk Namen Akt (DB) | 0.2 | $905k | 25k | 35.89 |
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| Altria (MO) | 0.2 | $865k | 13k | 67.34 |
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| S&p Global (SPGI) | 0.2 | $861k | +6% | 2.2k | 394.39 |
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| Netflix (NFLX) | 0.2 | $856k | +17% | 12k | 69.58 |
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| Vodafone Group Sponsored Adr (VOD) | 0.2 | $850k | +4% | 53k | 16.15 |
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| Autodesk (ADSK) | 0.2 | $831k | +96% | 4.0k | 209.00 |
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| Suncor Energy (SU) | 0.2 | $812k | 12k | 67.87 |
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| Advanced Energy Industries (AEIS) | 0.2 | $811k | 2.9k | 281.82 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $804k | +108% | 4.4k | 183.37 |
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| Colgate-Palmolive Company (CL) | 0.2 | $800k | +5% | 9.4k | 85.32 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.2 | $785k | 2.1k | 374.15 |
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| Moody's Corporation (MCO) | 0.2 | $778k | +10% | 1.7k | 454.03 |
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| Danaher Corporation (DHR) | 0.2 | $767k | +16% | 3.5k | 221.56 |
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| Garrett Motion (GTX) | 0.2 | $746k | 29k | 26.03 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $734k | 1.9k | 382.08 |
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| Travelers Companies (TRV) | 0.2 | $716k | +4% | 2.0k | 356.43 |
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| Emerson Electric (EMR) | 0.2 | $709k | +5% | 4.6k | 155.10 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $700k | +2% | 25k | 27.87 |
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| Servicenow (NOW) | 0.2 | $696k | +10% | 5.2k | 134.01 |
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| salesforce (CRM) | 0.2 | $684k | +14% | 3.0k | 229.60 |
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| Enerflex (EFXT) | 0.2 | $681k | -2% | 30k | 22.79 |
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| Bank of America Corporation (BAC) | 0.2 | $680k | 13k | 54.43 |
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| Chubb (CB) | 0.2 | $668k | 2.1k | 325.17 |
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| Wells Fargo & Company (WFC) | 0.2 | $662k | +2% | 8.3k | 80.05 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.2 | $658k | 8.4k | 78.42 |
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| Johnson Controls Internation SHS (JCI) | 0.2 | $657k | -6% | 4.4k | 148.65 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.2 | $656k | NEW | 4.0k | 162.76 |
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| Alliance Data Systems Corporation (BFH) | 0.2 | $652k | +3% | 6.7k | 97.75 |
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| Cintas Corporation (CTAS) | 0.2 | $649k | +21% | 3.3k | 195.04 |
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| Centerra Gold (CGAU) | 0.2 | $647k | +8% | 30k | 21.78 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $644k | +2% | 3.5k | 185.66 |
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| Cabot Corporation (CBT) | 0.2 | $640k | -2% | 8.3k | 76.91 |
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| Verisign (VRSN) | 0.2 | $636k | 2.3k | 281.96 |
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| Chevron Corporation (CVX) | 0.2 | $631k | +27% | 3.1k | 204.21 |
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| Magna Intl Inc cl a (MGA) | 0.2 | $630k | 9.9k | 63.67 |
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| Old Dominion Freight Line (ODFL) | 0.2 | $617k | -4% | 3.6k | 173.82 |
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| Paychex (PAYX) | 0.2 | $615k | +120% | 6.2k | 98.50 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $600k | 331.00 | 1811.68 |
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| HEICO Corporation (HEI) | 0.2 | $593k | -7% | 2.0k | 303.18 |
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| Merck & Co (MRK) | 0.2 | $592k | +3% | 4.1k | 145.30 |
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| Advanced Micro Devices (AMD) | 0.2 | $590k | -3% | 965.00 | 611.76 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $578k | 14k | 42.89 |
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| Popular Com New (BPOP) | 0.1 | $573k | 3.7k | 155.45 |
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| Automatic Data Processing (ADP) | 0.1 | $570k | +30% | 2.2k | 258.08 |
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| Citigroup Com New (C) | 0.1 | $561k | 4.3k | 129.48 |
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| Kinross Gold Corp (KGC) | 0.1 | $557k | +5% | 23k | 24.08 |
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| West Coast Community Bancorp (WCCB) | 0.1 | $552k | NEW | 9.1k | 60.40 |
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| Manulife Finl Corp (MFC) | 0.1 | $530k | 12k | 42.59 |
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| Celestica (CLS) | 0.1 | $524k | -4% | 1.5k | 361.43 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $521k | 1.8k | 285.45 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $517k | +2% | 766.00 | 675.09 |
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| Lowe's Companies (LOW) | 0.1 | $514k | -36% | 2.8k | 184.32 |
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| AFLAC Incorporated (AFL) | 0.1 | $509k | 4.6k | 111.79 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $507k | +45% | 5.0k | 100.55 |
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| Goldman Sachs (GS) | 0.1 | $505k | 560.00 | 901.06 |
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| First Bancorp Corporation Com New (FBP) | 0.1 | $505k | +3% | 19k | 26.34 |
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| Tower Semiconductor Shs New (TSEM) | 0.1 | $502k | -8% | 2.2k | 227.43 |
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| Allstate Corporation (ALL) | 0.1 | $499k | +5% | 2.3k | 221.86 |
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| Stryker Corporation (SYK) | 0.1 | $495k | +8% | 1.8k | 275.35 |
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| Korn Ferry Com New (KFY) | 0.1 | $488k | +4% | 6.8k | 71.59 |
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| Tyler Technologies (TYL) | 0.1 | $487k | 1.5k | 318.60 |
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| Ge Aerospace Com New (GE) | 0.1 | $481k | 1.5k | 312.19 |
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| Broadridge Financial Solutions (BR) | 0.1 | $479k | +67% | 3.0k | 161.09 |
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| McKesson Corporation (MCK) | 0.1 | $478k | +6% | 560.00 | 853.86 |
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| ON Semiconductor (ON) | 0.1 | $478k | 6.2k | 76.87 |
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| Dillards Cl A (DDS) | 0.1 | $470k | +4% | 701.00 | 670.33 |
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| WESCO International (WCC) | 0.1 | $469k | 1.3k | 359.67 |
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| Verisk Analytics (VRSK) | 0.1 | $464k | 2.8k | 167.86 |
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| Imperial Oil Com New (IMO) | 0.1 | $464k | -6% | 3.8k | 123.05 |
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| Cohen & Steers (CNS) | 0.1 | $460k | +3% | 6.3k | 73.11 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $455k | 7.4k | 61.56 |
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| ResMed (RMD) | 0.1 | $453k | NEW | 2.0k | 221.06 |
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| Pulte (PHM) | 0.1 | $449k | +53% | 3.9k | 116.05 |
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| Cibc Cad (CM) | 0.1 | $445k | 4.0k | 110.19 |
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| Murphy Oil Corporation (MUR) | 0.1 | $442k | 12k | 37.02 |
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| CBOE Holdings (CBOE) | 0.1 | $441k | +18% | 1.6k | 275.37 |
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| 3M Company (MMM) | 0.1 | $440k | 2.7k | 164.15 |
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| Sterling Construction Company (STRL) | 0.1 | $438k | 890.00 | 491.78 |
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| West Pharmaceutical Services (WST) | 0.1 | $433k | 1.2k | 370.76 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.1 | $426k | 7.0k | 61.04 |
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| Mueller Industries (MLI) | 0.1 | $423k | +93% | 7.0k | 60.61 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $420k | 6.2k | 67.54 |
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| Abbott Laboratories (ABT) | 0.1 | $418k | +42% | 4.2k | 98.82 |
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| Joyy Ads Repstg Com A (JOYY) | 0.1 | $418k | -10% | 5.2k | 80.24 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $417k | +29% | 7.3k | 57.44 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $406k | +23% | 1.6k | 255.56 |
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| Teekay Tankers Cl A (TNK) | 0.1 | $402k | 4.1k | 97.06 |
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| Ge Vernova (GEV) | 0.1 | $397k | 418.00 | 950.73 |
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| IDEXX Laboratories (IDXX) | 0.1 | $397k | 760.00 | 522.19 |
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| Baytex Energy Corp (BTE) | 0.1 | $395k | -9% | 87k | 4.53 |
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| Dropbox Cl A (DBX) | 0.1 | $394k | +21% | 12k | 33.85 |
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| Ensign (ENSG) | 0.1 | $393k | 2.3k | 172.00 |
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| Coca-Cola Company (KO) | 0.1 | $389k | +12% | 4.5k | 86.08 |
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| Intel Corporation (INTC) | 0.1 | $389k | +7% | 3.2k | 120.21 |
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| Deluxe Corporation (DLX) | 0.1 | $387k | +9% | 17k | 22.97 |
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| Amphenol Corp Cl A (APH) | 0.1 | $386k | +102% | 4.6k | 84.30 |
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| Palo Alto Networks (PANW) | 0.1 | $385k | +7% | 968.00 | 397.31 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $381k | 3.8k | 101.13 |
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| Union Pacific Corporation (UNP) | 0.1 | $375k | 1.4k | 272.08 |
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| General Dynamics Corporation (GD) | 0.1 | $375k | +18% | 1.1k | 331.68 |
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| CVS Caremark Corporation (CVS) | 0.1 | $373k | +38% | 4.4k | 85.68 |
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| Hca Holdings (HCA) | 0.1 | $372k | +25% | 872.00 | 426.91 |
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| PNC Financial Services (PNC) | 0.1 | $369k | 1.7k | 222.22 |
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| Ubiquiti (UI) | 0.1 | $369k | -11% | 649.00 | 567.73 |
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| Tenaris S A Sponsored Ads (TS) | 0.1 | $366k | 6.6k | 55.18 |
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| Kennametal (KMT) | 0.1 | $361k | -2% | 12k | 30.74 |
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| Cme (CME) | 0.1 | $360k | +51% | 1.4k | 262.02 |
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| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $357k | +22% | 37k | 9.78 |
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| Grand Canyon Education (LOPE) | 0.1 | $357k | 2.4k | 151.59 |
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| Puma Biotechnology (PBYI) | 0.1 | $355k | 36k | 9.93 |
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| Nextera Energy (NEE) | 0.1 | $351k | -2% | 4.6k | 75.74 |
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| Intercontinental Exchange (ICE) | 0.1 | $350k | +10% | 2.3k | 152.03 |
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| Progressive Corporation (PGR) | 0.1 | $347k | -2% | 1.7k | 207.26 |
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| Dht Holdings Shs New (DHT) | 0.1 | $347k | -2% | 15k | 22.57 |
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| Agnico (AEM) | 0.1 | $347k | 1.9k | 183.29 |
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| McDonald's Corporation (MCD) | 0.1 | $340k | -25% | 1.5k | 230.89 |
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| Nordic American Tanker Shippin (NAT) | 0.1 | $337k | -3% | 43k | 7.90 |
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| Atkore Intl (ATKR) | 0.1 | $336k | -17% | 3.5k | 94.74 |
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| Medpace Hldgs (MEDP) | 0.1 | $335k | -14% | 536.00 | 624.18 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $334k | -9% | 3.4k | 97.75 |
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| W.W. Grainger (GWW) | 0.1 | $330k | 265.00 | 1245.84 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $329k | -17% | 2.9k | 114.02 |
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| Ecolab (ECL) | 0.1 | $329k | -3% | 1.2k | 274.64 |
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| Starbucks Corporation (SBUX) | 0.1 | $328k | 3.5k | 93.97 |
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| Signet Jewelers SHS (SIG) | 0.1 | $326k | +8% | 3.2k | 102.34 |
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| TJX Companies (TJX) | 0.1 | $322k | 2.4k | 132.33 |
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| Seneca Foods Corp Cl A (SENEA) | 0.1 | $319k | +7% | 1.8k | 178.00 |
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| Dell Technologies CL C (DELL) | 0.1 | $318k | +2% | 590.00 | 538.25 |
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| Philip Morris International (PM) | 0.1 | $314k | 1.6k | 190.87 |
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| Saia (SAIA) | 0.1 | $312k | 935.00 | 333.74 |
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| Eversource Energy (ES) | 0.1 | $312k | +16% | 4.9k | 64.16 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $312k | -24% | 1.5k | 208.02 |
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| Selective Insurance (SIGI) | 0.1 | $311k | 3.7k | 83.61 |
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| Zim Integrated Shipping Serv SHS (ZIM) | 0.1 | $311k | -4% | 11k | 29.32 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $310k | +12% | 1.8k | 170.77 |
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| Rockwell Automation (ROK) | 0.1 | $310k | +5% | 712.00 | 435.52 |
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| Illinois Tool Works (ITW) | 0.1 | $307k | 1.2k | 257.37 |
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| Entergy Corporation (ETR) | 0.1 | $303k | 3.1k | 99.26 |
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| American Express Company (AXP) | 0.1 | $302k | 992.00 | 304.21 |
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| Encana Corporation (OVV) | 0.1 | $302k | 5.2k | 57.82 |
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| Hooker Furniture Corporation (HOFT) | 0.1 | $298k | 23k | 12.98 |
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| ConocoPhillips (COP) | 0.1 | $297k | +8% | 2.4k | 125.15 |
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| Corning Incorporated (GLW) | 0.1 | $294k | -16% | 1.9k | 153.73 |
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| Best Buy (BBY) | 0.1 | $293k | NEW | 3.3k | 88.25 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $291k | NEW | 1.6k | 187.05 |
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| Toll Brothers (TOL) | 0.1 | $286k | -35% | 2.1k | 134.73 |
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| National HealthCare Corporation (NHC) | 0.1 | $285k | +3% | 1.3k | 219.53 |
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| Rb Global (RBA) | 0.1 | $284k | 3.5k | 81.39 |
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| Insight Enterprises (NSIT) | 0.1 | $283k | 1.8k | 156.32 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $283k | +44% | 1.0k | 280.06 |
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| Motorola Solutions Com New (MSI) | 0.1 | $279k | 626.00 | 445.97 |
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| Affiliated Managers (AMG) | 0.1 | $277k | 757.00 | 365.61 |
|
|
| Sprott Com New (SII) | 0.1 | $276k | -17% | 2.3k | 119.38 |
|
| Reinsurance Group Amer Com New (RGA) | 0.1 | $275k | +2% | 1.1k | 246.25 |
|
| Tidewater (TDW) | 0.1 | $274k | +2% | 3.4k | 81.10 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $274k | 5.2k | 52.62 |
|
|
| Phinia Common Stock (PHIN) | 0.1 | $273k | 4.6k | 59.42 |
|
|
| Fresenius Medical Care Sponsored Adr (FMS) | 0.1 | $273k | -17% | 12k | 22.38 |
|
| Rush Enterprises Cl A (RUSHA) | 0.1 | $273k | +59% | 6.0k | 45.81 |
|
| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 0.1 | $272k | 7.9k | 34.29 |
|
|
| Perdoceo Ed Corp (PRDO) | 0.1 | $272k | +19% | 8.8k | 30.94 |
|
| Orix Corp Sponsored Adr (IX) | 0.1 | $269k | -16% | 7.1k | 37.71 |
|
| Msci (MSCI) | 0.1 | $268k | -31% | 498.00 | 538.16 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $268k | 350.00 | 765.06 |
|
|
| Sap Se Spon Adr (SAP) | 0.1 | $268k | NEW | 1.3k | 208.48 |
|
| SYNNEX Corporation (SNX) | 0.1 | $265k | -4% | 1.0k | 256.94 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $261k | NEW | 752.00 | 347.28 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $261k | 2.3k | 112.24 |
|
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $261k | 4.1k | 63.21 |
|
|
| L3harris Technologies (LHX) | 0.1 | $258k | -31% | 1.1k | 236.83 |
|
| Federated Hermes CL B (FHI) | 0.1 | $255k | 4.5k | 56.37 |
|
|
| Credicorp (BAP) | 0.1 | $253k | 667.00 | 379.87 |
|
|
| Washington Federal (WAFD) | 0.1 | $253k | -4% | 8.5k | 29.93 |
|
| Boeing Company (BA) | 0.1 | $251k | -3% | 1.3k | 186.05 |
|
| Ibex Shs New (IBEX) | 0.1 | $251k | NEW | 5.8k | 43.26 |
|
| Qualcomm (QCOM) | 0.1 | $248k | 1.3k | 184.00 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $248k | -2% | 2.6k | 95.05 |
|
| Quad / Graphics Com Cl A (QUAD) | 0.1 | $246k | +6% | 27k | 9.23 |
|
| Robert Half International (RHI) | 0.1 | $246k | NEW | 6.7k | 36.75 |
|
| Open Text Corp (OTEX) | 0.1 | $246k | NEW | 11k | 22.42 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $243k | NEW | 1.4k | 172.32 |
|
| International Business Machines (IBM) | 0.1 | $242k | -31% | 1.1k | 219.93 |
|
| Apa Corporation (APA) | 0.1 | $242k | NEW | 5.8k | 41.54 |
|
| Rollins (ROL) | 0.1 | $241k | -2% | 8.0k | 30.12 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $241k | -39% | 265.00 | 910.92 |
|
| Commercial Metals Company (CMC) | 0.1 | $239k | 3.9k | 62.09 |
|
|
| Cgi Cl A Sub Vtg (GIB) | 0.1 | $239k | NEW | 3.5k | 68.04 |
|
| Travel Leisure Ord (TNL) | 0.1 | $237k | -6% | 3.8k | 61.88 |
|
| Wabtec Corporation (WAB) | 0.1 | $237k | -5% | 825.00 | 287.30 |
|
| Matson (MATX) | 0.1 | $237k | NEW | 1.1k | 219.58 |
|
| Applied Industrial Technologies (AIT) | 0.1 | $236k | 711.00 | 332.35 |
|
|
| Enact Hldgs (ACT) | 0.1 | $236k | 5.5k | 43.26 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $235k | +3% | 3.2k | 74.42 |
|
| Walt Disney Company (DIS) | 0.1 | $235k | -4% | 2.2k | 104.89 |
|
| EOG Resources (EOG) | 0.1 | $235k | 1.7k | 137.76 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $234k | NEW | 592.00 | 395.42 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $233k | NEW | 574.00 | 406.63 |
|
| Vivmark Residential Sh Ben Int (VMRK) | 0.1 | $230k | -18% | 3.8k | 60.76 |
|
| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 0.1 | $230k | NEW | 2.1k | 110.59 |
|
| Bk Nova Cad (BNS) | 0.1 | $229k | NEW | 2.5k | 90.86 |
|
| Kontoor Brands (KTB) | 0.1 | $228k | +13% | 3.6k | 63.03 |
|
| Eaton Corp SHS (ETN) | 0.1 | $228k | NEW | 529.00 | 430.01 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $227k | -20% | 1.5k | 148.30 |
|
| Norfolk Southern (NSC) | 0.1 | $227k | 735.00 | 309.06 |
|
|
| Home Depot (HD) | 0.1 | $225k | 791.00 | 284.50 |
|
|
| Graham Hldgs Com Cl B (GHC) | 0.1 | $225k | -3% | 198.00 | 1134.80 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $225k | NEW | 3.6k | 62.41 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $224k | -29% | 2.1k | 105.71 |
|
| InterDigital (IDCC) | 0.1 | $224k | NEW | 687.00 | 326.22 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $224k | NEW | 2.3k | 99.29 |
|
| Devon Energy Corporation (DVN) | 0.1 | $224k | 4.9k | 46.04 |
|
|
| Alcoa (AA) | 0.1 | $222k | -41% | 5.3k | 42.00 |
|
| Comfort Systems USA (FIX) | 0.1 | $222k | 134.00 | 1654.26 |
|
|
| Archer Daniels Midland Company (ADM) | 0.1 | $220k | NEW | 2.8k | 79.37 |
|
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.1 | $218k | 1.4k | 160.80 |
|
|
| Inmode SHS (INMD) | 0.1 | $218k | +29% | 15k | 14.17 |
|
| Pepsi (PEP) | 0.1 | $217k | -10% | 1.7k | 126.73 |
|
| Lennox International (LII) | 0.1 | $216k | -14% | 609.00 | 355.02 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $216k | +5% | 678.00 | 318.33 |
|
| Dover Corporation (DOV) | 0.1 | $213k | 1.1k | 187.05 |
|
|
| WSFS Financial Corporation (WSFS) | 0.1 | $212k | 2.8k | 75.57 |
|
|
| Aegon Amer Reg 1 Cert (AEG) | 0.1 | $212k | +8% | 25k | 8.63 |
|
| Mercury General Corporation (MCY) | 0.1 | $209k | -2% | 2.1k | 98.86 |
|
| Nexstar Media Group Common Stock (NXST) | 0.1 | $206k | -16% | 1.3k | 161.57 |
|
| Dollar Tree (DLTR) | 0.1 | $205k | NEW | 1.8k | 114.02 |
|
| Kroger (KR) | 0.1 | $205k | NEW | 3.5k | 58.62 |
|
| Southern Company (SO) | 0.1 | $205k | -9% | 2.5k | 82.90 |
|
| Constellium Se Cl A Shs (CSTM) | 0.1 | $204k | 8.4k | 24.19 |
|
|
| CSX Corporation (CSX) | 0.1 | $204k | -27% | 4.4k | 46.51 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $203k | +2% | 617.00 | 328.52 |
|
| Guidewire Software (GWRE) | 0.1 | $201k | NEW | 1.4k | 142.58 |
|
| American Tower Reit (AMT) | 0.1 | $201k | -38% | 1.2k | 163.72 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $200k | NEW | 2.2k | 92.00 |
|
| Embecta Corp Common Stock (EMBC) | 0.0 | $187k | NEW | 33k | 5.66 |
|
| Pitney Bowes (PBI) | 0.0 | $183k | +11% | 11k | 16.32 |
|
| Coeur Mng Com New (CDE) | 0.0 | $182k | 10k | 17.60 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $147k | +20% | 13k | 11.05 |
|
| Herbalife Com Shs (HLF) | 0.0 | $140k | NEW | 12k | 12.13 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $125k | +3% | 14k | 9.07 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $119k | -6% | 13k | 9.15 |
|
| Innovage Hldg Corp (INNV) | 0.0 | $114k | NEW | 13k | 8.80 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $112k | +15% | 20k | 5.63 |
|
| Information Services (III) | 0.0 | $94k | +17% | 17k | 5.53 |
|
| United Ins Hldgs (ACIC) | 0.0 | $92k | NEW | 10k | 9.04 |
|
| Melco Resorts And Entmnt Adr (MLCO) | 0.0 | $76k | -5% | 17k | 4.48 |
|
| Taboola.com Ord Shs (TBLA) | 0.0 | $45k | -58% | 13k | 3.36 |
|
Past Filings by Baron Wealth Management
SEC 13F filings are viewable for Baron Wealth Management going back to 2022
- Baron Wealth Management 2026 Q3 filed Oct. 27, 2026
- Baron Wealth Management 2026 Q2 filed July 7, 2026
- Baron Wealth Management 2026 Q1 filed April 16, 2026
- 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