Baron Wealth Management LLC
280 holdingsFiling period: 2026-03-31Current AUM: $375.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | 280.7K | $53.8M | $61.6M | 16.41% | -3,847 | 2026-03-31 |
| 2 | DIVI | FRANKLIN TEMPLETON ETF TR | 739.6K | $29.4M | $32.2M | 8.57% | +12.7K | 2026-03-31 |
| 3 | MFSI | MFS ACTIVE EXCHANGE TRADED F | 974.4K | $29.0M | $32.5M | 8.67% | -3,558 | 2026-03-31 |
| 4 | IJR | ISHARES TR | 172.2K | $21.4M | $25.1M | 6.68% | -18,598 | 2026-03-31 |
| 5 | AAPL | APPLE INC | 56.9K | $14.4M | $17.6M | 4.68% | +20.2K | 2026-03-31 |
| 6 | SNA | SNAP ON INC | 24.4K | $8.9M | $10.0M | 2.67% | +493 | 2026-03-31 |
| 7 | SDVY | FIRST TR EXCHANGE TRADED FD | 187.9K | $7.4M | $8.2M | 2.19% | +22.1K | 2026-03-31 |
| 8 | IVOG | VANGUARD ADMIRAL FDS INC | 50.4K | $6.3M | $7.0M | 1.87% | +21.2K | 2026-03-31 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 8.5K | $5.5M | $6.3M | 1.69% | -55 | 2026-03-31 |
| 10 | RIVN | RIVIAN AUTOMOTIVE INC | 314.0K | $4.7M | $4.8M | 1.27% | -- | 2026-03-31 |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | 19.7K | $4.2M | $4.7M | 1.25% | +1.1K | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 22.9K | $4.0M | $4.6M | 1.22% | -835 | 2026-03-31 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | 51.6K | $3.3M | $3.6M | 0.97% | +12 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 8.8K | $3.2M | $4.1M | 1.08% | -1,111 | 2026-03-31 |
| 15 | IVW | ISHARES TR | 28.5K | $3.2M | $3.9M | 1.03% | -340 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 15.0K | $3.1M | $4.1M | 1.09% | +584 | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC | 10.3K | $3.0M | $3.7M | 0.98% | +3.3K | 2026-03-31 |
| 18 | JNJ | JOHNSON & JOHNSON | 11.8K | $2.9M | $3.0M | 0.80% | +269 | 2026-03-31 |
| 19 | GOOG | ALPHABET INC | 8.8K | $2.5M | $3.1M | 0.83% | +4.1K | 2026-03-31 |
| 20 | FIVE | FIVE BELOW INC | 9.7K | $2.2M | $2.1M | 0.56% | -587 | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 6.2K | $1.8M | $2.2M | 0.58% | -258 | 2026-03-31 |
| 22 | AVGO | BROADCOM INC | 5.8K | $1.8M | $2.2M | 0.60% | +136 | 2026-03-31 |
| 23 | PH | PARKER-HANNIFIN CORP | 1.8K | $1.6M | $1.8M | 0.47% | +39 | 2026-03-31 |
| 24 | FELG | FIDELITY COVINGTON TRUST | 41.9K | $1.6M | $1.8M | 0.48% | +3.7K | 2026-03-31 |
| 25 | WMT | WALMART INC | 12.2K | $1.5M | $1.4M | 0.36% | -533 | 2026-03-31 |
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