Baron Wealth Management LLC
All holdings · as of Dec 31, 2025
| 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% |
| Visa Inc | $1.45M | 0.4% |
| FORD MOTOR CO | $1.44M | 0.4% |
| Walmart Inc. | $1.42M | 0.4% |
| Tesla Inc | $1.40M | 0.4% |
| LOWES COMPANIES INC | $1.37M | 0.4% |
| VANGUARD INDEX FDS | $1.29M | 0.4% |
| ANALOG DEVICES INC | $1.28M | 0.4% |
| Netflix Inc | $1.18M | 0.4% |
| BORGWARNER INC | $1.16M | 0.4% |
| ISHARES TR | $1.14M | 0.4% |
| BANCO SANTANDER SA | $1.08M | 0.3% |
| DEUTSCHE BANK A G | $1.06M | 0.3% |
| Morgan Stanley | $1.04M | 0.3% |
| Meta Platforms Inc | $1.03M | 0.3% |
| GILEAD SCIENCES, INC. | $1.03M | 0.3% |
| Warren E. Buffett | $1.02M | 0.3% |
| BARCLAYS PLC | $974.3K | 0.3% |
| ISHARES TR | $972.0K | 0.3% |
| S&P Global Inc. | $965.9K | 0.3% |
| Red Rock Resorts, Inc. | $945.7K | 0.3% |
| VANGUARD BD INDEX FDS | $942.3K | 0.3% |
| WELLS FARGO & COMPANY/MN | $928.8K | 0.3% |
| ELI LILLY & Co | $900.9K | 0.3% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $877.0K | 0.3% |
| ISHARES TR | $871.4K | 0.3% |