Baron Wealth Management
Latest statistics and disclosures from Baron Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QUAL, DIVI, MFSI, IJR, AAPL, and represent 44.28% of Baron Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$5.1M), IVOG, GOOG, GOOGL, SDVY, ODFL, DIVI, ADSK, VRSN, PHM.
- Started 44 new stock positions in GLW, T, PM, QUAD, KFY, TSEM, HAL, PEP, EOG, SENEA.
- Reduced shares in these 10 stocks: IJR, QUAL, IVV, IWD, CVX, F, MSFT, , VOO, FICO.
- Sold out of its positions in ADT, COR, ADP, BX, FICO, HDB, III, INTU, IWD, MFIN. NGD, OMF, PTC, PLTR, PANW, PAYC, QCOM, THO, TFC, UROY, IBEX, ICL, CVAC, MMYT.
- Baron Wealth Management was a net buyer of stock by $14M.
- Baron Wealth Management has $334M in assets under management (AUM), dropping by 3.05%.
- Central Index Key (CIK): 0001968507
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Portfolio Holdings for Baron Wealth Management
Baron Wealth Management holds 279 positions in its portfolio as reported in the March 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 | $54M | 281k | 191.81 |
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| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 8.8 | $29M | 740k | 39.81 |
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| Mfs Active Exchange Traded F Internatinl Etf (MFSI) | 8.7 | $29M | 974k | 29.72 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 6.4 | $21M | -9% | 172k | 124.31 |
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| Apple (AAPL) | 4.3 | $14M | +55% | 57k | 253.79 |
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| Snap-on Incorporated (SNA) | 2.7 | $8.9M | +2% | 24k | 363.21 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 2.2 | $7.4M | +13% | 188k | 39.43 |
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| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 1.9 | $6.3M | +72% | 50k | 125.03 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.6 | $5.5M | 8.5k | 650.33 |
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| Rivian Automotive Com Cl A (RIVN) | 1.4 | $4.7M | 314k | 15.05 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $4.2M | +6% | 20k | 215.06 |
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| NVIDIA Corporation (NVDA) | 1.2 | $4.0M | -3% | 23k | 174.40 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $3.3M | 52k | 64.08 |
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| Microsoft Corporation (MSFT) | 1.0 | $3.2M | -11% | 8.8k | 370.17 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.0 | $3.2M | 29k | 113.11 |
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| Amazon (AMZN) | 0.9 | $3.1M | +4% | 15k | 208.26 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $3.0M | +47% | 10k | 287.57 |
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| Johnson & Johnson (JNJ) | 0.9 | $2.9M | +2% | 12k | 244.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.5M | +87% | 8.8k | 286.87 |
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| Five Below (FIVE) | 0.7 | $2.2M | -5% | 9.7k | 228.48 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.8M | -4% | 6.2k | 294.18 |
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| Broadcom (AVGO) | 0.5 | $1.8M | +2% | 5.8k | 309.49 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $1.6M | +2% | 1.8k | 895.13 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.5 | $1.6M | +9% | 42k | 37.49 |
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| Wal-Mart Stores (WMT) | 0.5 | $1.5M | -4% | 12k | 124.28 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.5M | 2.5k | 577.18 |
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| BorgWarner (BWA) | 0.4 | $1.4M | +2% | 27k | 54.26 |
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| Analog Devices (ADI) | 0.4 | $1.4M | -4% | 4.5k | 318.14 |
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| Tesla Motors (TSLA) | 0.4 | $1.2M | +4% | 3.3k | 371.75 |
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| Visa Com Cl A (V) | 0.4 | $1.2M | -3% | 4.0k | 302.22 |
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| Gilead Sciences (GILD) | 0.4 | $1.2M | 8.5k | 139.37 |
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| Meta Platforms Cl A (META) | 0.3 | $1.2M | +28% | 2.0k | 572.01 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.2M | 12k | 97.13 |
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| Netflix (NFLX) | 0.3 | $1.1M | -5% | 12k | 96.15 |
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| Lowe's Companies (LOW) | 0.3 | $1.1M | -16% | 4.7k | 236.26 |
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| Banco Santander Sa Adr (SAN) | 0.3 | $1.1M | 93k | 11.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.0M | +7% | 2.2k | 479.20 |
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| Caterpillar (CAT) | 0.3 | $1.0M | +2% | 1.5k | 708.55 |
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| Corteva (CTVA) | 0.3 | $1.0M | +37% | 12k | 83.71 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $998k | +6% | 14k | 73.64 |
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| Procter & Gamble Company (PG) | 0.3 | $960k | +13% | 6.6k | 144.44 |
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| Morgan Stanley Com New (MS) | 0.3 | $941k | -2% | 5.7k | 164.57 |
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| Linde SHS (LIN) | 0.3 | $941k | +25% | 1.9k | 495.78 |
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| Jabil Circuit (JBL) | 0.3 | $938k | 3.5k | 265.63 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $938k | -3% | 2.8k | 337.95 |
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| Fastenal Company (FAST) | 0.3 | $931k | 20k | 46.40 |
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| Advanced Energy Industries (AEIS) | 0.3 | $929k | 2.9k | 322.71 |
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| Cisco Systems (CSCO) | 0.3 | $916k | +5% | 12k | 77.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $895k | -27% | 1.5k | 597.67 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $894k | +8% | 4.6k | 196.18 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $869k | 8.9k | 97.23 |
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| Red Rock Resorts Cl A (RRR) | 0.3 | $839k | +2% | 16k | 53.36 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $830k | -3% | 4.9k | 169.65 |
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| Eli Lilly & Co. (LLY) | 0.2 | $827k | +7% | 899.00 | 920.05 |
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| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 0.2 | $819k | +29% | 28k | 29.66 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $814k | 3.3k | 248.00 |
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| S&p Global (SPGI) | 0.2 | $791k | 1.9k | 425.43 |
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| Amgen (AMGN) | 0.2 | $783k | +17% | 2.2k | 351.79 |
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| Suncor Energy (SU) | 0.2 | $769k | +2% | 12k | 66.11 |
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| Vodafone Group Sponsored Adr (VOD) | 0.2 | $759k | +3% | 51k | 15.02 |
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| Abbvie (ABBV) | 0.2 | $755k | +42% | 3.5k | 217.51 |
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| Altria (MO) | 0.2 | $753k | +11% | 11k | 65.99 |
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| Barclays Adr (BCS) | 0.2 | $747k | -7% | 35k | 21.16 |
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| Deutsche Bk Namen Akt (DB) | 0.2 | $740k | -9% | 25k | 29.78 |
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| Natwest Group Spons Adr (NWG) | 0.2 | $716k | 48k | 14.90 |
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| Wells Fargo & Company (WFC) | 0.2 | $703k | -11% | 8.8k | 79.61 |
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| Us Bancorp Com New (USB) | 0.2 | $700k | +3% | 14k | 52.01 |
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| Ford Motor Company (F) | 0.2 | $680k | -46% | 59k | 11.54 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $679k | -8% | 1.4k | 499.76 |
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| Chubb (CB) | 0.2 | $666k | 2.0k | 325.99 |
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| Kinross Gold Corp (KGC) | 0.2 | $650k | -3% | 21k | 30.52 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $628k | 3.3k | 192.93 |
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| Enerflex (EFXT) | 0.2 | $623k | +7% | 30k | 20.92 |
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| Tyler Technologies (TYL) | 0.2 | $622k | +32% | 1.8k | 342.38 |
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| Ubiquiti (UI) | 0.2 | $618k | -16% | 782.00 | 790.47 |
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| Bank of America Corporation (BAC) | 0.2 | $616k | +2% | 13k | 48.75 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $611k | -14% | 1.9k | 318.07 |
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| Old Dominion Freight Line (ODFL) | 0.2 | $607k | NEW | 3.1k | 195.42 |
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| Johnson Controls Internation SHS (JCI) | 0.2 | $606k | +2% | 4.6k | 130.96 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $602k | 2.1k | 287.19 |
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| Alcoa (AA) | 0.2 | $599k | 9.0k | 66.33 |
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| Colgate-Palmolive Company (CL) | 0.2 | $585k | +95% | 6.9k | 85.23 |
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| HEICO Corporation (HEI) | 0.2 | $581k | -16% | 2.1k | 274.20 |
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| Emerson Electric (EMR) | 0.2 | $574k | -2% | 4.4k | 131.03 |
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| Micron Technology (MU) | 0.2 | $566k | 1.7k | 337.87 |
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| Sterling Construction Company (STRL) | 0.2 | $555k | -24% | 1.4k | 407.27 |
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| Penn National Gaming (PENN) | 0.2 | $547k | 36k | 15.03 |
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| Chevron Corporation (CVX) | 0.2 | $540k | -52% | 2.6k | 206.92 |
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| Imperial Oil Com New (IMO) | 0.2 | $527k | +3% | 4.0k | 130.83 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $526k | +24% | 13k | 39.68 |
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| Servicenow (NOW) | 0.2 | $519k | +35% | 5.0k | 104.55 |
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| Merck & Co (MRK) | 0.2 | $515k | +11% | 4.3k | 120.28 |
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| Moody's Corporation (MCO) | 0.2 | $515k | +85% | 1.2k | 436.36 |
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| Travelers Companies (TRV) | 0.2 | $512k | -26% | 1.8k | 291.68 |
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| McDonald's Corporation (MCD) | 0.2 | $511k | 1.6k | 310.74 |
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| Nextera Energy (NEE) | 0.2 | $506k | -3% | 5.4k | 92.89 |
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| Danaher Corporation (DHR) | 0.2 | $504k | -11% | 2.7k | 189.61 |
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| Murphy Oil Corporation (MUR) | 0.1 | $500k | +2% | 12k | 41.25 |
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| Autodesk (ADSK) | 0.1 | $499k | NEW | 2.1k | 239.40 |
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| Popular Com New (BPOP) | 0.1 | $497k | +3% | 3.7k | 134.17 |
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| Garrett Motion (GTX) | 0.1 | $497k | +3% | 27k | 18.17 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $496k | -4% | 23k | 21.66 |
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| Centerra Gold (CGAU) | 0.1 | $491k | +6% | 28k | 17.79 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $490k | 7.3k | 67.00 |
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| Cabot Corporation (CBT) | 0.1 | $485k | +38% | 6.4k | 75.31 |
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| Joyy Ads Repstg Com A (JOYY) | 0.1 | $480k | 8.2k | 58.39 |
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| salesforce (CRM) | 0.1 | $479k | +4% | 2.6k | 186.69 |
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| Verisk Analytics (VRSK) | 0.1 | $479k | 2.5k | 189.76 |
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| AFLAC Incorporated (AFL) | 0.1 | $479k | 4.4k | 109.71 |
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| Citigroup Com New (C) | 0.1 | $477k | 4.2k | 113.42 |
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| CBOE Holdings (CBOE) | 0.1 | $477k | +8% | 1.7k | 281.12 |
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| McKesson Corporation (MCK) | 0.1 | $473k | +3% | 546.00 | 865.39 |
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| 3M Company (MMM) | 0.1 | $467k | 3.2k | 145.24 |
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| Ecolab (ECL) | 0.1 | $466k | -16% | 1.8k | 265.96 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $466k | +26% | 8.3k | 55.81 |
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| Ensign (ENSG) | 0.1 | $465k | 2.3k | 201.50 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $465k | +9% | 3.6k | 130.95 |
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| L3harris Technologies (LHX) | 0.1 | $464k | +4% | 1.3k | 345.19 |
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| Stryker Corporation (SYK) | 0.1 | $462k | +12% | 1.4k | 328.68 |
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| Deluxe Corporation (DLX) | 0.1 | $459k | +26% | 17k | 27.54 |
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| Goldman Sachs (GS) | 0.1 | $455k | -24% | 538.00 | 846.50 |
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| Alliance Data Systems Corporation (BFH) | 0.1 | $455k | +49% | 6.1k | 74.89 |
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| Zoetis Cl A (ZTS) | 0.1 | $445k | +26% | 3.8k | 118.22 |
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| Shell Spon Ads (SHEL) | 0.1 | $442k | 4.8k | 93.00 |
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| Rollins (ROL) | 0.1 | $438k | 8.2k | 53.41 |
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| Baytex Energy Corp (BTE) | 0.1 | $437k | +153% | 98k | 4.47 |
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| Kennametal (KMT) | 0.1 | $433k | +3% | 12k | 36.13 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $432k | -9% | 327.00 | 1320.83 |
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| Ge Aerospace Com New (GE) | 0.1 | $432k | +2% | 1.5k | 283.77 |
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| Costco Wholesale Corporation (COST) | 0.1 | $430k | +64% | 431.00 | 996.75 |
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| IDEXX Laboratories (IDXX) | 0.1 | $427k | 760.00 | 561.89 |
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| Verisign (VRSN) | 0.1 | $419k | NEW | 1.7k | 248.37 |
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| Manulife Finl Corp (MFC) | 0.1 | $418k | 12k | 34.44 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $412k | 6.2k | 66.28 |
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| Celestica (CLS) | 0.1 | $409k | -2% | 1.5k | 281.68 |
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| Agnico (AEM) | 0.1 | $404k | +5% | 2.0k | 202.93 |
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| Buckle (BKE) | 0.1 | $403k | +15% | 8.0k | 50.36 |
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| Grand Canyon Education (LOPE) | 0.1 | $402k | -3% | 2.4k | 170.03 |
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| Mueller Industries (MLI) | 0.1 | $397k | 3.6k | 110.80 |
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| Tenaris S A Sponsored Ads (TS) | 0.1 | $392k | +2% | 6.7k | 58.18 |
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| Allstate Corporation (ALL) | 0.1 | $390k | +19% | 1.9k | 207.39 |
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| Dillards Cl A (DDS) | 0.1 | $389k | 679.00 | 572.39 |
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| TJX Companies (TJX) | 0.1 | $386k | 2.4k | 159.72 |
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| ON Semiconductor (ON) | 0.1 | $385k | -8% | 6.2k | 61.92 |
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| UnitedHealth (UNH) | 0.1 | $384k | -31% | 1.4k | 270.67 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $382k | +50% | 2.0k | 191.92 |
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| Hca Holdings (HCA) | 0.1 | $380k | +15% | 802.00 | 473.38 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.1 | $378k | 6.9k | 54.84 |
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| Pulte (PHM) | 0.1 | $376k | NEW | 3.2k | 117.62 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $369k | -7% | 750.00 | 491.55 |
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| WESCO International (WCC) | 0.1 | $364k | 1.3k | 273.68 |
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| Cintas Corporation (CTAS) | 0.1 | $364k | +53% | 2.2k | 169.15 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $359k | -9% | 3.6k | 100.57 |
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| Nexstar Media Group Common Stock (NXST) | 0.1 | $359k | +17% | 2.0k | 180.80 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $358k | -8% | 3.8k | 93.98 |
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| Tower Semiconductor Shs New (TSEM) | 0.1 | $357k | NEW | 2.0k | 175.48 |
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| International Business Machines (IBM) | 0.1 | $357k | -7% | 1.5k | 242.36 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $354k | 907.00 | 390.41 |
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| Intercontinental Exchange (ICE) | 0.1 | $351k | +46% | 2.2k | 157.25 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $348k | 3.7k | 94.24 |
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| ConocoPhillips (COP) | 0.1 | $346k | NEW | 2.6k | 131.98 |
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| Cibc Cad (CM) | 0.1 | $345k | 3.6k | 94.74 |
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| Entergy Corporation (ETR) | 0.1 | $343k | +13% | 3.1k | 112.36 |
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| Travel Leisure Ord (TNL) | 0.1 | $343k | +2% | 5.0k | 69.19 |
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| Rb Global (RBA) | 0.1 | $341k | 3.6k | 95.85 |
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| Ge Vernova (GEV) | 0.1 | $333k | +11% | 381.00 | 873.08 |
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| Illinois Tool Works (ITW) | 0.1 | $332k | +31% | 1.3k | 260.31 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $330k | -19% | 1.9k | 175.66 |
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| Union Pacific Corporation (UNP) | 0.1 | $329k | 1.4k | 242.66 |
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| Saia (SAIA) | 0.1 | $326k | 927.00 | 351.28 |
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| PNC Financial Services (PNC) | 0.1 | $325k | +3% | 1.6k | 208.10 |
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| First Bancorp Corporation Com New (FBP) | 0.1 | $325k | +7% | 15k | 21.36 |
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| Starbucks Corporation (SBUX) | 0.1 | $314k | +2% | 3.5k | 89.60 |
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| Pepsi (PEP) | 0.1 | $312k | NEW | 2.0k | 155.33 |
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| Broadridge Financial Solutions (BR) | 0.1 | $309k | +100% | 1.9k | 162.45 |
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| Encana Corporation (OVV) | 0.1 | $309k | NEW | 5.2k | 59.36 |
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| Cohen & Steers (CNS) | 0.1 | $305k | NEW | 4.9k | 62.54 |
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| Installed Bldg Prods (IBP) | 0.1 | $303k | +13% | 1.1k | 265.24 |
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| Abbott Laboratories (ABT) | 0.1 | $303k | -48% | 2.9k | 102.67 |
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| Medpace Hldgs (MEDP) | 0.1 | $302k | -2% | 628.00 | 480.19 |
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| American Express Company (AXP) | 0.1 | $301k | -10% | 996.00 | 302.55 |
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| Phinia Common Stock (PHIN) | 0.1 | $300k | +2% | 4.4k | 68.43 |
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| Msci (MSCI) | 0.1 | $298k | +42% | 552.00 | 539.36 |
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| Amphenol Corp Cl A (APH) | 0.1 | $296k | -8% | 2.3k | 126.35 |
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| Zim Integrated Shipping Serv SHS (ZIM) | 0.1 | $296k | +17% | 11k | 26.35 |
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| Lennox International (LII) | 0.1 | $293k | 631.00 | 464.15 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $293k | NEW | 3.0k | 96.70 |
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| Sap Se Spon Adr (SAP) | 0.1 | $292k | +3% | 1.7k | 171.21 |
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| Sprott Com New (SII) | 0.1 | $291k | NEW | 2.0k | 142.93 |
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| West Pharmaceutical Services (WST) | 0.1 | $289k | 1.2k | 250.64 |
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| W.W. Grainger (GWW) | 0.1 | $289k | 265.00 | 1090.85 |
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| Teekay Tankers Cl A (TNK) | 0.1 | $287k | -2% | 3.9k | 73.31 |
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| Kroger (KR) | 0.1 | $286k | NEW | 4.0k | 72.35 |
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| General Dynamics Corporation (GD) | 0.1 | $285k | +11% | 830.00 | 343.28 |
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| Motorola Solutions Com New (MSI) | 0.1 | $280k | 645.00 | 433.97 |
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| CSX Corporation (CSX) | 0.1 | $278k | -5% | 6.8k | 41.05 |
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| ResMed (RMD) | 0.1 | $276k | -18% | 1.2k | 224.54 |
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| Washington Federal (WAFD) | 0.1 | $274k | +3% | 8.7k | 31.40 |
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| Cme (CME) | 0.1 | $273k | 924.00 | 295.30 |
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| Corning Incorporated (GLW) | 0.1 | $271k | NEW | 2.0k | 136.00 |
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| Dht Holdings Shs New (DHT) | 0.1 | $270k | +4% | 15k | 18.27 |
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| Markel Corporation (MKL) | 0.1 | $264k | 138.00 | 1914.07 |
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| Nordic American Tanker Shippin (NAT) | 0.1 | $264k | +3% | 45k | 5.86 |
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| Tidewater (TDW) | 0.1 | $263k | NEW | 3.1k | 83.55 |
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| Progressive Corporation (PGR) | 0.1 | $262k | +49% | 1.3k | 198.17 |
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| Inmode SHS (INMD) | 0.1 | $262k | NEW | 19k | 13.68 |
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| Selective Insurance (SIGI) | 0.1 | $261k | +10% | 3.5k | 75.39 |
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| Paychex (PAYX) | 0.1 | $259k | 2.8k | 92.13 |
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| Southern Company (SO) | 0.1 | $258k | -9% | 2.7k | 96.50 |
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| Toll Brothers (TOL) | 0.1 | $257k | +12% | 1.9k | 136.50 |
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| CoStar (CSGP) | 0.1 | $253k | -12% | 6.3k | 40.34 |
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| Marsh & McLennan Companies | 0.1 | $252k | +34% | 1.5k | 173.45 |
|
| Embecta Corp Common Stock (EMBC) | 0.1 | $251k | NEW | 28k | 8.84 |
|
| Boeing Company (BA) | 0.1 | $251k | -6% | 1.3k | 199.03 |
|
| Perdoceo Ed Corp (PRDO) | 0.1 | $250k | NEW | 6.7k | 37.21 |
|
| Federated Hermes CL B (FHI) | 0.1 | $250k | NEW | 4.4k | 56.71 |
|
| EOG Resources (EOG) | 0.1 | $246k | NEW | 1.7k | 144.57 |
|
| Signet Jewelers SHS (SIG) | 0.1 | $245k | +3% | 2.9k | 84.63 |
|
| Hartford Financial Services (HIG) | 0.1 | $245k | +12% | 1.8k | 135.21 |
|
| Puma Biotechnology (PBYI) | 0.1 | $245k | +8% | 38k | 6.39 |
|
| Seneca Foods Corp Cl A (SENEA) | 0.1 | $245k | NEW | 1.6k | 151.12 |
|
| Devon Energy Corporation (DVN) | 0.1 | $244k | NEW | 4.9k | 50.32 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $242k | NEW | 5.2k | 46.40 |
|
| Dover Corporation (DOV) | 0.1 | $238k | 1.1k | 208.45 |
|
|
| Commercial Metals Company (CMC) | 0.1 | $235k | 3.8k | 61.43 |
|
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.1 | $234k | NEW | 7.9k | 29.49 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $233k | 2.3k | 100.17 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $232k | +16% | 2.0k | 118.62 |
|
| Fluor Corporation (FLR) | 0.1 | $231k | -6% | 5.0k | 46.65 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $228k | -75% | 349.00 | 653.71 |
|
| American Intl Group Com New (AIG) | 0.1 | $228k | 3.0k | 75.25 |
|
|
| China Yuchai Intl (CYD) | 0.1 | $227k | NEW | 5.9k | 38.50 |
|
| Home Depot (HD) | 0.1 | $226k | -32% | 688.00 | 328.85 |
|
| Credicorp (BAP) | 0.1 | $226k | NEW | 667.00 | 339.18 |
|
| Vulcan Materials Company (VMC) | 0.1 | $225k | +6% | 827.00 | 272.32 |
|
| Coeur Mng Com New (CDE) | 0.1 | $222k | NEW | 12k | 18.77 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $222k | +13% | 3.5k | 62.75 |
|
| Walt Disney Company (DIS) | 0.1 | $222k | 2.3k | 96.38 |
|
|
| Apa Corporation (APA) | 0.1 | $222k | NEW | 5.2k | 42.44 |
|
| Reinsurance Group Amer Com New (RGA) | 0.1 | $222k | +2% | 1.1k | 204.16 |
|
| Wabtec Corporation (WAB) | 0.1 | $221k | NEW | 884.00 | 249.91 |
|
| Graham Hldgs Com Cl B (GHC) | 0.1 | $220k | +5% | 208.00 | 1057.43 |
|
| Atkore Intl (ATKR) | 0.1 | $218k | +11% | 3.7k | 58.91 |
|
| At&t (T) | 0.1 | $217k | NEW | 7.5k | 28.99 |
|
| Philip Morris International (PM) | 0.1 | $217k | NEW | 1.3k | 165.38 |
|
| Antero Midstream Corp antero midstream (AM) | 0.1 | $215k | NEW | 9.4k | 22.80 |
|
| Guidewire Software (GWRE) | 0.1 | $215k | -8% | 1.4k | 149.56 |
|
| Enact Hldgs (ACT) | 0.1 | $214k | NEW | 5.2k | 40.81 |
|
| Hershey Company (HSY) | 0.1 | $214k | NEW | 1.0k | 207.90 |
|
| Hooker Furniture Corporation (HOFT) | 0.1 | $214k | 17k | 12.88 |
|
|
| Sun Ctry Airls Hldgs (SNCY) | 0.1 | $213k | 13k | 16.52 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $211k | NEW | 349.00 | 605.01 |
|
| Norfolk Southern (NSC) | 0.1 | $211k | 735.00 | 287.04 |
|
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $210k | -2% | 1.1k | 188.71 |
|
| Eversource Energy (ES) | 0.1 | $210k | NEW | 3.0k | 69.29 |
|
| Affiliated Managers (AMG) | 0.1 | $210k | 759.00 | 276.70 |
|
|
| Bk Technologies Corporation Com New (BKTI) | 0.1 | $210k | -10% | 2.8k | 74.63 |
|
| Oracle Corporation (ORCL) | 0.1 | $208k | +2% | 1.4k | 147.07 |
|
| Coca-Cola Company (KO) | 0.1 | $208k | NEW | 2.7k | 76.06 |
|
| Medtronic SHS (MDT) | 0.1 | $208k | -44% | 2.4k | 86.64 |
|
| Halliburton Company (HAL) | 0.1 | $208k | NEW | 5.3k | 38.99 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $207k | NEW | 4.1k | 50.12 |
|
| Hub Group Cl A (HUBG) | 0.1 | $206k | -7% | 5.7k | 36.04 |
|
| Astrazeneca Ord (AZN) | 0.1 | $204k | NEW | 1.0k | 197.22 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $204k | -42% | 9.9k | 20.70 |
|
| Korn Ferry Com New (KFY) | 0.1 | $203k | NEW | 3.2k | 62.95 |
|
| Rush Enterprises Cl A (RUSHA) | 0.1 | $202k | NEW | 3.1k | 66.11 |
|
| Orla Mining LTD New F (ORLA) | 0.1 | $201k | -28% | 13k | 16.13 |
|
| Western Union Company (WU) | 0.1 | $175k | +73% | 20k | 8.73 |
|
| Quad / Graphics Com Cl A (QUAD) | 0.0 | $145k | NEW | 22k | 6.61 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $143k | 13k | 11.27 |
|
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $132k | +15% | 17k | 7.89 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $131k | +3% | 13k | 10.03 |
|
| Teekay Corporation SHS (TK) | 0.0 | $130k | 11k | 12.21 |
|
|
| Emergent BioSolutions (EBS) | 0.0 | $126k | +40% | 15k | 8.30 |
|
| Innovage Hldg Corp (INNV) | 0.0 | $104k | NEW | 13k | 8.02 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $82k | NEW | 11k | 7.26 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $53k | 11k | 5.03 |
|
|
| Taboola.com Ord Shs (TBLA) | 0.0 | $36k | -20% | 12k | 3.10 |
|
Past Filings by Baron Wealth Management
SEC 13F filings are viewable for Baron Wealth Management going back to 2022
- 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
- Baron Wealth Management 2022 Q4 filed April 4, 2023