BARON WEALTH MANAGEMENT LLC

Filed: 7/9/2025ACC: 0001968507-25-000006

📋 What this filing means

BARON WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 246 equity positions with a total reported market value of $282.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

246

Positions

$282.28M

Total AUM (reported)

4.58M

Total Shares

Allocation by class

COM$95.41M33.8%

MSCI USA QLT FCT$52.72M18.7%

INTERNATINL ETF$26.30M9.3%

INTL COR DIV TIL$24.19M8.6%

CORE S&P SCP ETF$23.37M8.3%

COM CL A$9.33M3.3%

TR UNIT$5.35M1.9%

Portfolio Concentration

Top 3$103.21M36.6%

4–10$59.19M21.0%

11–25$31.46M11.1%

Rest$88.42M31.3%

Top 3 weight

36.6%

Top 10 weight

57.5%

Voting Authority Distribution

Total shares with voting rights: 4.58M

Sole

Full voting authority

13.65K

% of voting shares0.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.56M

% of voting shares99.7%

Investment Discretion (by position count)

Sole246

Shared0

Other0

Dominant voting typeNone · 99.7% of voting shares

Institutional Holdings246

Rows:

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares288.38K

TypeSH

Market value$52.72M

18.68%

Sole

0.00

Shared

0.00

None

288.38K

MFS ACTIVE EXCHANGE TRADED F

SOLE

INTERNATINL ETF

Shares924.28K

TypeSH

Market value$26.30M

9.32%

Sole

0.00

Shared

0.00

None

924.28K

FRANKLIN TEMPLETON ETF TR

SOLE

INTL COR DIV TIL

Shares678.70K

TypeSH

Market value$24.19M

8.57%

Sole

0.00

Shared

0.00

None

678.70K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares213.80K

TypeSH

Market value$23.37M

8.28%

Sole

0.00

Shared

0.00

None

213.80K

RIVIAN AUTOMOTIVE INC

SOLE

COM CL A

Shares563.95K

TypeSH

Market value$7.75M

2.75%

Sole

0.00

Shared

0.00

None

563.95K

SNAP ON INC

SOLE

COM

Shares23.95K

TypeSH

Market value$7.45M

2.64%

Sole

0.00

Shared

0.00

None

23.95K

APPLE INC

SOLE

COM

Shares31.22K

TypeSH

Market value$6.41M

2.27%

Sole

119.00

Shared

0.00

None

31.10K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares8.66K

TypeSH

Market value$5.35M

1.89%

Sole

0.00

Shared

0.00

None

8.66K

MICROSOFT CORP

SOLE

COM

Shares10.10K

TypeSH

Market value$5.02M

1.78%

Sole

57.00

Shared

0.00

None

10.04K

NVIDIA CORPORATION

SOLE

COM

Shares24.31K

TypeSH

Market value$3.84M

1.36%

Sole

137.00

Shared

0.00

None

24.18K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares18.42K

TypeSH

Market value$3.77M

1.34%

Sole

0.00

Shared

0.00

None

18.42K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares90.66K

TypeSH

Market value$3.20M

1.13%

Sole

0.00

Shared

0.00

None

90.66K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares28.78K

TypeSH

Market value$3.17M

1.12%

Sole

0.00

Shared

0.00

None

28.78K

AMAZON COM INC

SOLE

COM

Shares13.77K

TypeSH

Market value$3.02M

1.07%

Sole

89.00

Shared

0.00

None

13.69K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares50.94K

TypeSH

Market value$2.90M

1.03%

Sole

0.00

Shared

0.00

None

50.94K

NETFLIX INC

SOLE

COM

Shares1.33K

TypeSH

Market value$1.79M

0.63%

Sole

13.00

Shared

0.00

None

1.32K

JPMORGAN CHASE & CO.

SOLE

COM

Shares6.15K

TypeSH

Market value$1.78M

0.63%

Sole

89.00

Shared

0.00

None

6.07K

JOHNSON & JOHNSON

SOLE

COM

Shares10.88K

TypeSH

Market value$1.66M

0.59%

Sole

114.00

Shared

0.00

None

10.76K

FIVE BELOW INC

SOLE

COM

Shares12.34K

TypeSH

Market value$1.62M

0.57%

Sole

0.00

Shared

0.00

None

12.34K

FORD MTR CO

SOLE

COM

Shares148.13K

TypeSH

Market value$1.61M

0.57%

Sole

0.00

Shared

0.00

None

148.13K

VISA INC

SOLE

COM CL A

Shares4.45K

TypeSH

Market value$1.58M

0.56%

Sole

63.00

Shared

0.00

None

4.39K

TESLA INC

SOLE

COM

Shares4.94K

TypeSH

Market value$1.57M

0.56%

Sole

26.00

Shared

0.00

None

4.92K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares2.54K

TypeSH

Market value$1.40M

0.50%

Sole

0.00

Shared

0.00

None

2.54K

ALPHABET INC

SOLE

CAP STK CL A

Shares6.98K

TypeSH

Market value$1.23M

0.44%

Sole

53.00

Shared

0.00

None

6.92K

META PLATFORMS INC

SOLE

CL A

Shares1.57K

TypeSH

Market value$1.16M

0.41%

Sole

12.00

Shared

0.00

None

1.56K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	MSCI USA QLT FCT	288.38K	SH	$52.72M 18.68%	0.00	288.38K
MFS ACTIVE EXCHANGE TRADED FSOLE	INTERNATINL ETF	924.28K	SH	$26.30M 9.32%	0.00	924.28K
FRANKLIN TEMPLETON ETF TRSOLE	INTL COR DIV TIL	678.70K	SH	$24.19M 8.57%	0.00	678.70K
ISHARES TRSOLE	CORE S&P SCP ETF	213.80K	SH	$23.37M 8.28%	0.00	213.80K
RIVIAN AUTOMOTIVE INCSOLE	COM CL A	563.95K	SH	$7.75M 2.75%	0.00	563.95K
SNAP ON INCSOLE	COM	23.95K	SH	$7.45M 2.64%	0.00	23.95K
APPLE INCSOLE	COM	31.22K	SH	$6.41M 2.27%	119.00	31.10K
SPDR S&P 500 ETF TRSOLE	TR UNIT	8.66K	SH	$5.35M 1.89%	0.00	8.66K
MICROSOFT CORPSOLE	COM	10.10K	SH	$5.02M 1.78%	57.00	10.04K
NVIDIA CORPORATIONSOLE	COM	24.31K	SH	$3.84M 1.36%	137.00	24.18K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	18.42K	SH	$3.77M 1.34%	0.00	18.42K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	90.66K	SH	$3.20M 1.13%	0.00	90.66K
ISHARES TRSOLE	S&P 500 GRWT ETF	28.78K	SH	$3.17M 1.12%	0.00	28.78K
AMAZON COM INCSOLE	COM	13.77K	SH	$3.02M 1.07%	89.00	13.69K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	50.94K	SH	$2.90M 1.03%	0.00	50.94K
NETFLIX INCSOLE	COM	1.33K	SH	$1.79M 0.63%	13.00	1.32K
JPMORGAN CHASE & CO.SOLE	COM	6.15K	SH	$1.78M 0.63%	89.00	6.07K
JOHNSON & JOHNSONSOLE	COM	10.88K	SH	$1.66M 0.59%	114.00	10.76K
FIVE BELOW INCSOLE	COM	12.34K	SH	$1.62M 0.57%	0.00	12.34K
FORD MTR COSOLE	COM	148.13K	SH	$1.61M 0.57%	0.00	148.13K
VISA INCSOLE	COM CL A	4.45K	SH	$1.58M 0.56%	63.00	4.39K
TESLA INCSOLE	COM	4.94K	SH	$1.57M 0.56%	26.00	4.92K
INVESCO QQQ TRSOLE	UNIT SER 1	2.54K	SH	$1.40M 0.50%	0.00	2.54K
ALPHABET INCSOLE	CAP STK CL A	6.98K	SH	$1.23M 0.44%	53.00	6.92K
META PLATFORMS INCSOLE	CL A	1.57K	SH	$1.16M 0.41%	12.00	1.56K

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