Baron Wealth Management LLC — 13F Holdings & Portfolio
CIK 1968507 · latest 13F-HR filed 2026-04-16
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$334.4M
Long-equity book
Holdings
279
Distinct positions
Period
2026-03-31
Filed 2026-04-16
Q/Q Activity
+44 / −24 / ↑109 / ↓83
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APPLE INC$4.5M +44.7%
- VANGUARD ADMIRAL FDS INC$2.8M +79.3%
- FIRST TR EXCHANGE TRADED FD$1.1M +16.6%
- ALPHABET INC$1.0M +71.4%
- ALPHABET INC$781.0K +35.8%
Top Trims
- MICROSOFT CORP-$1.5M -32.1%
- ISHARES TR-$1.5M -6.6%
- RIVIAN AUTOMOTIVE INC-$1.5M -23.6%
- FORD MTR CO-$759.9K -52.8%
- ISHARES TR-$743.8K -76.5%
New Positions
- OLD DOMINION FREIGHT LINE IN$607.0K
- AUTODESK INC$499.1K
- VERISIGN INC$419.0K
- PULTE GROUP INC$376.4K
- TOWER SEMICONDUCTOR LTD$357.1K
Exited Positions
- ISHARES TR$631.2K
- MAKEMYTRIP LIMITED MAURITIUS$360.4K
- FAIR ISAAC CORP$324.6K
- PALO ALTO NETWORKS INC$317.9K
- PTC INC$262.9K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | QUAL | 46432F339 | $53.8M | 16.10% | 280,742 | SH |
| 2 | FRANKLIN TEMPLETON ETF TR | DIVI | 35473P108 | $29.4M | 8.81% | 739,650 | SH |
| 3 | MFS ACTIVE EXCHANGE TRADED F | MFSI | 55286W405 | $29.0M | 8.66% | 974,446 | SH |
| 4 | ISHARES TR | IJR | 464287804 | $21.4M | 6.40% | 172,228 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $14.4M | 4.31% | 56,850 | SH |
| 6 | SNAP ON INC | SNA | 833034101 | $8.9M | 2.66% | 24,447 | SH |
| 7 | FIRST TR EXCHANGE TRADED FD | SDVY | 33741X102 | $7.4M | 2.22% | 187,931 | SH |
| 8 | VANGUARD ADMIRAL FDS INC | IVOG | 921932869 | $6.3M | 1.88% | 50,414 | SH |
| 9 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $5.5M | 1.65% | 8,481 | SH |
| 10 | RIVIAN AUTOMOTIVE INC | RIVN | 76954A103 | $4.7M | 1.41% | 313,953 | SH |
| 11 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $4.2M | 1.26% | 19,665 | SH |
| 12 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.0M | 1.19% | 22,887 | SH |
| 13 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $3.3M | 0.99% | 51,567 | SH |
| 14 | MICROSOFT CORP | MSFT | 594918104 | $3.2M | 0.97% | 8,753 | SH |
| 15 | ISHARES TR | IVW | 464287309 | $3.2M | 0.96% | 28,485 | SH |
| 16 | AMAZON COM INC | AMZN | 023135106 | $3.1M | 0.94% | 15,028 | SH |
| 17 | ALPHABET INC | GOOGL | 02079K305 | $3.0M | 0.89% | 10,297 | SH |
| 18 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.9M | 0.86% | 11,773 | SH |
| 19 | ALPHABET INC | GOOG | 02079K107 | $2.5M | 0.75% | 8,769 | SH |
| 20 | FIVE BELOW INC | FIVE | 33829M101 | $2.2M | 0.66% | 9,722 | SH |
| 21 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.8M | 0.54% | 6,160 | SH |
| 22 | BROADCOM INC | AVGO | 11135F101 | $1.8M | 0.53% | 5,775 | SH |
| 23 | PARKER-HANNIFIN CORP | PH | 701094104 | $1.6M | 0.49% | 1,823 | SH |
| 24 | FIDELITY COVINGTON TRUST | FELG | 31609A305 | $1.6M | 0.47% | 41,908 | SH |
| 25 | WALMART INC | WMT | 931142103 | $1.5M | 0.45% | 12,242 | SH |
| 26 | INVESCO QQQ TR | QQQ | 46090E103 | $1.5M | 0.44% | 2,538 | SH |
| 27 | BORGWARNER INC | BWA | 099724106 | $1.4M | 0.43% | 26,607 | SH |
| 28 | ANALOG DEVICES INC | ADI | 032654105 | $1.4M | 0.43% | 4,480 | SH |
| 29 | TESLA INC | TSLA | 88160R101 | $1.2M | 0.36% | 3,258 | SH |
| 30 | VISA INC | V | 92826C839 | $1.2M | 0.36% | 3,998 | SH |
| 31 | GILEAD SCIENCES INC | GILD | 375558103 | $1.2M | 0.36% | 8,530 | SH |
| 32 | META PLATFORMS INC | META | 30303M102 | $1.2M | 0.35% | 2,017 | SH |
| 33 | ISHARES TR | EFA | 464287465 | $1.2M | 0.34% | 11,854 | SH |
| 34 | NETFLIX INC. | NFLX | 64110L106 | $1.1M | 0.34% | 11,813 | SH |
| 35 | LOWES COS INC | LOW | 548661107 | $1.1M | 0.33% | 4,705 | SH |
| 36 | BANCO SANTANDER SA | SAN | 05964H105 | $1.1M | 0.31% | 93,196 | SH |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.0M | 0.31% | 2,181 | SH |
| 38 | CATERPILLAR INC | CAT | 149123101 | $1.0M | 0.31% | 1,460 | SH |
| 39 | CORTEVA INC | CTVA | 22052L104 | $1.0M | 0.30% | 11,973 | SH |
| 40 | VANGUARD BD INDEX FDS | BND | 921937835 | $998.0K | 0.30% | 13,553 | SH |
| 41 | PROCTER & GAMBLE CO | PG | 742718109 | $959.6K | 0.29% | 6,644 | SH |
| 42 | MORGAN STANLEY | MS | 617446448 | $940.5K | 0.28% | 5,715 | SH |
| 43 | LINDE PLC | LIN | G54950103 | $940.5K | 0.28% | 1,897 | SH |
| 44 | JABIL INC | JBL | 466313103 | $938.0K | 0.28% | 3,531 | SH |
| 45 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $937.5K | 0.28% | 2,774 | SH |
| 46 | FASTENAL CO | FAST | 311900104 | $930.8K | 0.28% | 20,061 | SH |
| 47 | ADVANCED ENERGY INDS | AEIS | 007973100 | $928.8K | 0.28% | 2,878 | SH |
| 48 | CISCO SYS INC | CSCO | 17275R102 | $915.7K | 0.27% | 11,802 | SH |
| 49 | VANGUARD INDEX FDS | VOO | 922908363 | $894.7K | 0.27% | 1,497 | SH |
| 50 | VANGUARD INDEX FDS | VTV | 922908744 | $894.0K | 0.27% | 4,557 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-16 | $334.4M | 279 | 0001968507-26-000004 |
| 2025-12-31 | 2026-01-14 | $324.5M | 259 | 0001968507-26-000003 |