Institutions / Baron Wealth Management LLC
Baron Wealth Management LLC
CIK 1968507 · Institution · as of Dec 31, 2025
Portfolio value
$324.50M
Positions
259
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 259 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $56.53M | 17.4% |
| Mfs Active Exchange Traded F | $29.78M | 9.2% |
| Franklin Templeton ETF Tr | $28.27M | 8.7% |
| iShares Tr | $22.93M | 7.1% |
| Apple Inc. | $9.97M | 3.1% |
| Snap-on Inc | $8.25M | 2.5% |
| First Tr Exchange-Traded Fd | $6.36M | 2.0% |
| Rivian Automotive, Inc. / DE | $6.19M | 1.9% |
| SPDR S&P 500 ETF Tr | $5.82M | 1.8% |
| Microsoft Corp | $4.77M | 1.5% |
| NVIDIA Corp | $4.42M | 1.4% |
| Vanguard Specialized Funds | $4.08M | 1.3% |
| iShares Tr | $3.55M | 1.1% |
| Vanguard Admiral Fds Inc | $3.52M | 1.1% |
| Amazon.com Inc | $3.33M | 1.0% |
| Vanguard Tax-Managed Fds | $3.22M | 1.0% |
| Johnson & Johnson | $2.38M | 0.7% |
| Alphabet Inc. | $2.18M | 0.7% |
| JPMORGAN CHASE & CO | $2.07M | 0.6% |
| Broadcom Inc. | $1.95M | 0.6% |
| Five Below Inc | $1.94M | 0.6% |
| Fidelity Covington Trust | $1.59M | 0.5% |
| Parker-Hannifin Corp | $1.57M | 0.5% |
| Invesco Qqq Tr | $1.56M | 0.5% |
| Alphabet Inc. | $1.47M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.