BARON WEALTH MANAGEMENT LLC

Filed: 5/14/2025ACC: 0001968507-25-000004

📋 What this filing means

BARON WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 210 equity positions with a total reported market value of $227.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

210

Positions

$227.60M

Total AUM (reported)

3.40M

Total Shares

Allocation by class

COM$81.81M35.9%

MSCI USA QLT FCT$50.27M22.1%

CORE S&P SCP ETF$23.94M10.5%

INTERNATINL ETF$12.04M5.3%

INTL COR DIV TIL$11.42M5.0%

COM CL A$8.48M3.7%

TR UNIT$4.85M2.1%

Portfolio Concentration

Top 3$86.25M37.9%

4–10$45.34M19.9%

11–25$23.46M10.3%

Rest$72.55M31.9%

Top 3 weight

37.9%

Top 10 weight

57.8%

Voting Authority Distribution

Total shares with voting rights: 3.40M

Sole

Full voting authority

12.11K

% of voting shares0.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.39M

% of voting shares99.6%

Investment Discretion (by position count)

Sole210

Shared0

Other0

Dominant voting typeNone · 99.6% of voting shares

Institutional Holdings210

Rows:

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares294.14K

TypeSH

Market value$50.27M

22.09%

Sole

0.00

Shared

0.00

None

294.14K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares228.96K

TypeSH

Market value$23.94M

10.52%

Sole

0.00

Shared

0.00

None

228.96K

MFS ACTIVE EXCHANGE TRADED F

SOLE

INTERNATINL ETF

Shares468.10K

TypeSH

Market value$12.04M

5.29%

Sole

0.00

Shared

0.00

None

468.10K

FRANKLIN TEMPLETON ETF TR

SOLE

INTL COR DIV TIL

Shares350.27K

TypeSH

Market value$11.42M

5.02%

Sole

0.00

Shared

0.00

None

350.27K

SNAP ON INC

SOLE

COM

Shares23.95K

TypeSH

Market value$8.07M

3.55%

Sole

0.00

Shared

0.00

None

23.95K

APPLE INC

SOLE

COM

Shares32.09K

TypeSH

Market value$7.13M

3.13%

Sole

114.00

Shared

0.00

None

31.98K

RIVIAN AUTOMOTIVE INC

SOLE

COM CL A

Shares563.95K

TypeSH

Market value$7.02M

3.08%

Sole

0.00

Shared

0.00

None

563.95K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares8.66K

TypeSH

Market value$4.85M

2.13%

Sole

0.00

Shared

0.00

None

8.66K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares18.50K

TypeSH

Market value$3.59M

1.58%

Sole

0.00

Shared

0.00

None

18.50K

MICROSOFT CORP

SOLE

COM

Shares8.71K

TypeSH

Market value$3.27M

1.44%

Sole

35.00

Shared

0.00

None

8.67K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares28.76K

TypeSH

Market value$2.67M

1.17%

Sole

0.00

Shared

0.00

None

28.76K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares50.60K

TypeSH

Market value$2.57M

1.13%

Sole

0.00

Shared

0.00

None

50.60K

JOHNSON & JOHNSON

SOLE

COM

Shares13.16K

TypeSH

Market value$2.18M

0.96%

Sole

114.00

Shared

0.00

None

13.04K

AMAZON COM INC

SOLE

COM

Shares11.43K

TypeSH

Market value$2.17M

0.96%

Sole

0.00

Shared

0.00

None

11.43K

NVIDIA CORPORATION

SOLE

COM

Shares17.82K

TypeSH

Market value$1.93M

0.85%

Sole

144.00

Shared

0.00

None

17.68K

FORD MTR CO

SOLE

COM

Shares146.67K

TypeSH

Market value$1.47M

0.65%

Sole

0.00

Shared

0.00

None

146.67K

VISA INC

SOLE

COM CL A

Shares4.01K

TypeSH

Market value$1.41M

0.62%

Sole

67.00

Shared

0.00

None

3.94K

JPMORGAN CHASE & CO.

SOLE

COM

Shares5.01K

TypeSH

Market value$1.23M

0.54%

Sole

2.00

Shared

0.00

None

5.01K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares2.54K

TypeSH

Market value$1.19M

0.52%

Sole

0.00

Shared

0.00

None

2.54K

NETFLIX INC

SOLE

COM

Shares1.27K

TypeSH

Market value$1.18M

0.52%

Sole

17.00

Shared

0.00

None

1.25K

LOWES COS INC

SOLE

COM

Shares4.98K

TypeSH

Market value$1.16M

0.51%

Sole

114.00

Shared

0.00

None

4.87K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares2.14K

TypeSH

Market value$1.14M

0.50%

Sole

45.00

Shared

0.00

None

2.10K

S&P GLOBAL INC

SOLE

COM

Shares2.13K

TypeSH

Market value$1.08M

0.48%

Sole

0.00

Shared

0.00

None

2.13K

PROCTER AND GAMBLE CO

SOLE

COM

Shares6.10K

TypeSH

Market value$1.04M

0.46%

Sole

35.00

Shared

0.00

None

6.06K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares2.01K

TypeSH

Market value$1.03M

0.45%

Sole

0.00

Shared

0.00

None

2.01K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	MSCI USA QLT FCT	294.14K	SH	$50.27M 22.09%	0.00	294.14K
ISHARES TRSOLE	CORE S&P SCP ETF	228.96K	SH	$23.94M 10.52%	0.00	228.96K
MFS ACTIVE EXCHANGE TRADED FSOLE	INTERNATINL ETF	468.10K	SH	$12.04M 5.29%	0.00	468.10K
FRANKLIN TEMPLETON ETF TRSOLE	INTL COR DIV TIL	350.27K	SH	$11.42M 5.02%	0.00	350.27K
SNAP ON INCSOLE	COM	23.95K	SH	$8.07M 3.55%	0.00	23.95K
APPLE INCSOLE	COM	32.09K	SH	$7.13M 3.13%	114.00	31.98K
RIVIAN AUTOMOTIVE INCSOLE	COM CL A	563.95K	SH	$7.02M 3.08%	0.00	563.95K
SPDR S&P 500 ETF TRSOLE	TR UNIT	8.66K	SH	$4.85M 2.13%	0.00	8.66K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	18.50K	SH	$3.59M 1.58%	0.00	18.50K
MICROSOFT CORPSOLE	COM	8.71K	SH	$3.27M 1.44%	35.00	8.67K
ISHARES TRSOLE	S&P 500 GRWT ETF	28.76K	SH	$2.67M 1.17%	0.00	28.76K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	50.60K	SH	$2.57M 1.13%	0.00	50.60K
JOHNSON & JOHNSONSOLE	COM	13.16K	SH	$2.18M 0.96%	114.00	13.04K
AMAZON COM INCSOLE	COM	11.43K	SH	$2.17M 0.96%	0.00	11.43K
NVIDIA CORPORATIONSOLE	COM	17.82K	SH	$1.93M 0.85%	144.00	17.68K
FORD MTR COSOLE	COM	146.67K	SH	$1.47M 0.65%	0.00	146.67K
VISA INCSOLE	COM CL A	4.01K	SH	$1.41M 0.62%	67.00	3.94K
JPMORGAN CHASE & CO.SOLE	COM	5.01K	SH	$1.23M 0.54%	2.00	5.01K
INVESCO QQQ TRSOLE	UNIT SER 1	2.54K	SH	$1.19M 0.52%	0.00	2.54K
NETFLIX INCSOLE	COM	1.27K	SH	$1.18M 0.52%	17.00	1.25K
LOWES COS INCSOLE	COM	4.98K	SH	$1.16M 0.51%	114.00	4.87K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	2.14K	SH	$1.14M 0.50%	45.00	2.10K
S&P GLOBAL INCSOLE	COM	2.13K	SH	$1.08M 0.48%	0.00	2.13K
PROCTER AND GAMBLE COSOLE	COM	6.10K	SH	$1.04M 0.46%	35.00	6.06K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	2.01K	SH	$1.03M 0.45%	0.00	2.01K

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