Holders — by stockHoldings — by fund
Baron Wealth Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001968507
$385.7M
disclosed book value
304
positions
16%
largest position share
Positions, as of 2026-06-30
top 100 of 304 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | QUALISHARES TR | 281,840 | $61.8M | 16% |
| 2 | MFSIMFS ACTIVE EXCHANGE TRADED F | 993,624 | $32.3M | 8.4% |
| 3 | DIVIFRANKLIN TEMPLETON ETF TR | 748,975 | $32.0M | 8.3% |
| 4 | IJRISHARES TR | 161,676 | $24.0M | 6.2% |
| 5 | AAPLAPPLE INC | 55,142 | $16.0M | 4.1% |
| 6 | SNASNAP ON INC | 24,447 | $9.8M | 2.6% |
| 7 | SDVYFIRST TR EXCHANGE TRADED FD | 213,371 | $9.2M | 2.4% |
| 8 | IVOGVANGUARD ADMIRAL FDS INC | 59,722 | $8.7M | 2.3% |
| 9 | SPYSTATE STR SPDR S&P 500 ETF T | 8,466 | $6.3M | 1.6% |
| 10 | RIVNRIVIAN AUTOMOTIVE INC | 313,953 | $5.4M | 1.4% |
| 11 | NVDANVIDIA CORPORATION | 23,604 | $4.7M | 1.2% |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 19,686 | $4.7M | 1.2% |
| 13 | IVWISHARES TR | 28,624 | $3.9M | 1% |
| 14 | MSFTMICROSOFT CORP | 10,478 | $3.9M | 1% |
| 15 | GOOGLALPHABET INC | 10,626 | $3.8M | 1% |
| 16 | VEAVANGUARD TAX-MANAGED FDS | 51,693 | $3.7M | 1% |
| 17 | AMZNAMAZON COM INC | 15,434 | $3.7M | 1% |
| 18 | GOOGALPHABET INC | 8,661 | $3.1M | 0.8% |
| 19 | JNJJOHNSON & JOHNSON | 11,563 | $2.9M | 0.8% |
| 20 | FELGFIDELITY COVINGTON TRUST | 57,851 | $2.5M | 0.7% |
| 21 | AVGOBROADCOM INC | 6,333 | $2.4M | 0.6% |
| 22 | JPMJPMORGAN CHASE & CO | 6,315 | $2.1M | 0.5% |
| 23 | QQQINVESCO QQQ TR | 2,538 | $1.9M | 0.5% |
| 24 | BWABORGWARNER INC | 26,894 | $1.8M | 0.5% |
| 25 | MUMICRON TECHNOLOGY INC | 1,541 | $1.8M | 0.5% |
| 26 | FIVEFIVE BELOW INC | 9,702 | $1.7M | 0.5% |
| 27 | PHPARKER-HANNIFIN CORP | 1,769 | $1.7M | 0.4% |
| 28 | ADIANALOG DEVICES INC | 4,276 | $1.7M | 0.4% |
| 29 | CATCATERPILLAR INC | 1,528 | $1.6M | 0.4% |
| 30 | VVISA INC | 4,416 | $1.5M | 0.4% |
| 31 | CSCOCISCO SYS INC | 12,651 | $1.5M | 0.4% |
| 32 | JBLJABIL INC | 3,508 | $1.4M | 0.4% |
| 33 | TSLATESLA INC | 3,151 | $1.3M | 0.3% |
| 34 | SANBANCO SANTANDER SA | 94,626 | $1.3M | 0.3% |
| 35 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,727 | $1.3M | 0.3% |
| 36 | WMTWALMART INC | 11,432 | $1.3M | 0.3% |
| 37 | EFAISHARES TR | 11,836 | $1.2M | 0.3% |
| 38 | MSMORGAN STANLEY | 5,817 | $1.2M | 0.3% |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,384 | $1.2M | 0.3% |
| 40 | GILDGILEAD SCIENCES INC | 8,953 | $1.1M | 0.3% |
| 41 | LLYELI LILLY & CO | 941 | $1.1M | 0.3% |
| 42 | BNDVANGUARD BD INDEX FDS | 15,285 | $1.1M | 0.3% |
| 43 | BCSBARCLAYS PLC | 40,847 | $1.1M | 0.3% |
| 44 | BKDVBNY MELLON ETF TRUST II | 32,419 | $1.1M | 0.3% |
| 45 | PGPROCTER & GAMBLE CO | 7,361 | $1.1M | 0.3% |
| 46 | AEISADVANCED ENERGY INDS | 2,883 | $1.1M | 0.3% |
| 47 | CTVACORTEVA INC | 12,419 | $1.1M | 0.3% |
| 48 | GTXGARRETT MOTION INC | 28,723 | $1.0M | 0.3% |
| 49 | VOOVANGUARD INDEX FDS | 1,504 | $1.0M | 0.3% |
| 50 | LINLINDE PLC | 1,928 | $1.0M | 0.3% |
| 51 | METAMETA PLATFORMS INC | 1,776 | $1.0M | 0.3% |
| 52 | VTVVANGUARD INDEX FDS | 4,573 | $996,575 | 0.3% |
| 53 | IWMISHARES TR | 3,278 | $984,885 | 0.3% |
| 54 | IWRISHARES TR | 8,889 | $980,628 | 0.3% |
| 55 | NWGNATWEST GROUP PLC | 55,179 | $972,800 | 0.3% |
| 56 | LOWLOWES COS INC | 4,380 | $965,792 | 0.3% |
| 57 | FASTFASTENAL CO | 20,030 | $962,052 | 0.2% |
| 58 | USBUS BANCORP | 15,752 | $951,408 | 0.2% |
| 59 | MOALTRIA GROUP INC | 12,924 | $929,914 | 0.2% |
| 60 | ABBVABBVIE INC | 3,422 | $861,131 | 0.2% |
| 61 | DBDEUTSCHE BK AG | 24,957 | $842,535 | 0.2% |
| 62 | SPGIS&P GLOBAL INC | 2,046 | $833,414 | 0.2% |
| 63 | MAMASTERCARD INCORPORATED | 1,612 | $828,060 | 0.2% |
| 64 | UNHUNITEDHEALTH GROUP INC | 1,957 | $813,239 | 0.2% |
| 65 | CLCOLGATE PALMOLIVE CO | 8,860 | $812,326 | 0.2% |
| 66 | ODFLOLD DOMINION FREIGHT LINE IN | 3,714 | $804,351 | 0.2% |
| 67 | AMGNAMGEN INC | 2,185 | $791,254 | 0.2% |
| 68 | CRWDCROWDSTRIKE HLDGS INC | 1,035 | $789,850 | 0.2% |
| 69 | VTIVANGUARD INDEX FDS | 2,103 | $778,060 | 0.2% |
| 70 | CBTCABOT CORP | 8,512 | $773,086 | 0.2% |
| 71 | HEIHEICO CORP NEW | 2,113 | $752,629 | 0.2% |
| 72 | EFXTENERFLEX LTD | 30,530 | $748,290 | 0.2% |
| 73 | STRLSTERLING INFRASTRUCTURE INC | 890 | $747,030 | 0.2% |
| 74 | NFLXNETFLIX INC. | 10,447 | $745,916 | 0.2% |
| 75 | BACBANK OF AMER CORP | 12,586 | $717,143 | 0.2% |
| 76 | MCOMOODYS CORP | 1,557 | $705,382 | 0.2% |
| 77 | OEFISHARES TR | 1,920 | $702,470 | 0.2% |
| 78 | BFHBREAD FINANCIAL HOLDINGS INC | 6,466 | $700,608 | 0.2% |
| 79 | CBCHUBB LIMITED | 2,044 | $696,622 | 0.2% |
| 80 | JCIJOHNSON CONTROLS INTERNATION | 4,705 | $687,395 | 0.2% |
| 81 | VOVANGUARD INDEX FDS | 8,387 | $675,716 | 0.2% |
| 82 | XOMEXXON MOBIL CORP | 4,919 | $672,588 | 0.2% |
| 83 | VODVODAFONE GROUP PLC | 50,591 | $669,069 | 0.2% |
| 84 | WFCWELLS FARGO & CO | 8,040 | $664,398 | 0.2% |
| 85 | ASMLASML HLDG NV | 333 | $662,484 | 0.2% |
| 86 | MGAMAGNA INTL INC | 10,086 | $662,265 | 0.2% |
| 87 | RTXRTX CORPORATION | 3,394 | $643,883 | 0.2% |
| 88 | SUSUNCOR ENERGY INC NEW | 11,981 | $643,159 | 0.2% |
| 89 | TRVTRAVELERS COMPANIES INC | 1,918 | $633,245 | 0.2% |
| 90 | TSEMTOWER SEMICONDUCTOR LTD | 2,423 | $631,531 | 0.2% |
| 91 | EMREMERSON ELEC CO | 4,333 | $620,208 | 0.2% |
| 92 | BBVABANCO BILBAO VIZCAYA ARGENTA | 24,421 | $611,988 | 0.2% |
| 93 | BPOPPOPULAR INC | 3,720 | $610,750 | 0.2% |
| 94 | CCITIGROUP INC | 4,257 | $595,748 | 0.2% |
| 95 | GLWCORNING INC | 2,303 | $588,370 | 0.2% |
| 96 | ONON SEMICONDUCTOR CORP | 6,212 | $587,282 | 0.2% |
| 97 | AMDADVANCED MICRO DEVICES INC | 1,005 | $583,815 | 0.2% |
| 98 | GEGE AEROSPACE | 1,548 | $578,654 | 0.2% |
| 99 | GSGOLDMAN SACHS GROUP INC | 564 | $570,790 | 0.1% |
| 100 | DHRDANAHER CORP DEL | 2,971 | $565,937 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.