Filed: 10/20/2025ACC: 0001968507-25-000007
📋 What this filing means
BARON WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 248 equity positions with a total reported market value of $302.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
248
Positions
$302.26M
Total AUM (reported)
4.61M
Total Shares
Allocation by class
COM$101.31M33.5%
MSCI USA QLT FCT$55.25M18.3%
INTERNATINL ETF$28.27M9.4%
INTL COR DIV TIL$26.38M8.7%
CORE S&P SCP ETF$25.27M8.4%
COM CL A$8.96M3.0%
TR UNIT$5.68M1.9%
Portfolio Concentration
Top 3$109.89M36.4%
4–10$64.72M21.4%
11–25$33.46M11.1%
Rest$94.18M31.2%
Top 3 weight
36.4%
Top 10 weight
57.8%
Voting Authority Distribution
Total shares with voting rights: 4.61M
Sole
Full voting authority
15.27K
shares
% of voting shares0.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.59M
shares
% of voting shares99.7%
Investment Discretion (by position count)
Sole248
Shared0
Other0
Dominant voting typeNone · 99.7% of voting shares
Institutional Holdings248
Rows:
ISHARES TR
SOLEShares284.04K
TypeSH
Market value$55.25M
18.28%
Sole
0.00
Shared
0.00
None
284.04K
MFS ACTIVE EXCHANGE TRADED F
SOLEShares957.01K
TypeSH
Market value$28.27M
9.35%
Sole
0.00
Shared
0.00
None
957.01K
FRANKLIN TEMPLETON ETF TR
SOLEShares707.01K
TypeSH
Market value$26.38M
8.73%
Sole
0.00
Shared
0.00
None
707.01K
ISHARES TR
SOLEShares212.66K
TypeSH
Market value$25.27M
8.36%
Sole
0.00
Shared
0.00
None
212.66K
APPLE INC
SOLEShares35.78K
TypeSH
Market value$9.11M
3.01%
Sole
131.00
Shared
0.00
None
35.65K
SNAP ON INC
SOLEShares23.95K
TypeSH
Market value$8.30M
2.75%
Sole
0.00
Shared
0.00
None
23.95K
RIVIAN AUTOMOTIVE INC
SOLEShares513.95K
TypeSH
Market value$7.54M
2.50%
Sole
0.00
Shared
0.00
None
513.95K
SPDR S&P 500 ETF TR
SOLEShares8.53K
TypeSH
Market value$5.68M
1.88%
Sole
0.00
Shared
0.00
None
8.53K
MICROSOFT CORP
SOLEShares9.33K
TypeSH
Market value$4.83M
1.60%
Sole
60.00
Shared
0.00
None
9.27K
VANGUARD SPECIALIZED FUNDS
SOLEShares18.46K
TypeSH
Market value$3.98M
1.32%
Sole
0.00
Shared
0.00
None
18.46K
NVIDIA CORPORATION
SOLEShares21.28K
TypeSH
Market value$3.97M
1.31%
Sole
153.00
Shared
0.00
None
21.12K
FIRST TR EXCHANGE-TRADED FD
SOLEShares96.83K
TypeSH
Market value$3.68M
1.22%
Sole
0.00
Shared
0.00
None
96.83K
ISHARES TR
SOLEShares28.81K
TypeSH
Market value$3.48M
1.15%
Sole
0.00
Shared
0.00
None
28.81K
VANGUARD TAX-MANAGED FDS
SOLEShares51.12K
TypeSH
Market value$3.06M
1.01%
Sole
0.00
Shared
0.00
None
51.12K
AMAZON COM INC
SOLEShares12.94K
TypeSH
Market value$2.84M
0.94%
Sole
81.00
Shared
0.00
None
12.85K
JOHNSON & JOHNSON
SOLEShares11.40K
TypeSH
Market value$2.11M
0.70%
Sole
114.00
Shared
0.00
None
11.29K
JPMORGAN CHASE & CO.
SOLEShares6.33K
TypeSH
Market value$2.00M
0.66%
Sole
84.00
Shared
0.00
None
6.24K
FIVE BELOW INC
SOLEShares12.34K
TypeSH
Market value$1.91M
0.63%
Sole
0.00
Shared
0.00
None
12.34K
TESLA INC
SOLEShares3.76K
TypeSH
Market value$1.67M
0.55%
Sole
19.00
Shared
0.00
None
3.74K
ALPHABET INC
SOLEShares6.65K
TypeSH
Market value$1.62M
0.53%
Sole
53.00
Shared
0.00
None
6.59K
INVESCO QQQ TR
SOLEShares2.54K
TypeSH
Market value$1.52M
0.50%
Sole
0.00
Shared
0.00
None
2.54K
NETFLIX INC
SOLEShares1.25K
TypeSH
Market value$1.50M
0.50%
Sole
13.00
Shared
0.00
None
1.24K
VISA INC
SOLEShares4.14K
TypeSH
Market value$1.41M
0.47%
Sole
47.00
Shared
0.00
None
4.09K
FORD MTR CO
SOLEShares114.78K
TypeSH
Market value$1.37M
0.45%
Sole
0.00
Shared
0.00
None
114.78K
LOWES COS INC
SOLEShares5.25K
TypeSH
Market value$1.32M
0.44%
Sole
59.00
Shared
0.00
None
5.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | MSCI USA QLT FCT | 284.04K | SH | $55.25M 18.28% | 0.00 | 0.00 | 284.04K |
MFS ACTIVE EXCHANGE TRADED FSOLE | INTERNATINL ETF | 957.01K | SH | $28.27M 9.35% | 0.00 | 0.00 | 957.01K |
FRANKLIN TEMPLETON ETF TRSOLE | INTL COR DIV TIL | 707.01K | SH | $26.38M 8.73% | 0.00 | 0.00 | 707.01K |
ISHARES TRSOLE | CORE S&P SCP ETF | 212.66K | SH | $25.27M 8.36% | 0.00 | 0.00 | 212.66K |
APPLE INCSOLE | COM | 35.78K | SH | $9.11M 3.01% | 131.00 | 0.00 | 35.65K |
SNAP ON INCSOLE | COM | 23.95K | SH | $8.30M 2.75% | 0.00 | 0.00 | 23.95K |
RIVIAN AUTOMOTIVE INCSOLE | COM CL A | 513.95K | SH | $7.54M 2.50% | 0.00 | 0.00 | 513.95K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 8.53K | SH | $5.68M 1.88% | 0.00 | 0.00 | 8.53K |
MICROSOFT CORPSOLE | COM | 9.33K | SH | $4.83M 1.60% | 60.00 | 0.00 | 9.27K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 18.46K | SH | $3.98M 1.32% | 0.00 | 0.00 | 18.46K |
NVIDIA CORPORATIONSOLE | COM | 21.28K | SH | $3.97M 1.31% | 153.00 | 0.00 | 21.12K |
FIRST TR EXCHANGE-TRADED FDSOLE | SMID RISNG ETF | 96.83K | SH | $3.68M 1.22% | 0.00 | 0.00 | 96.83K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 28.81K | SH | $3.48M 1.15% | 0.00 | 0.00 | 28.81K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 51.12K | SH | $3.06M 1.01% | 0.00 | 0.00 | 51.12K |
AMAZON COM INCSOLE | COM | 12.94K | SH | $2.84M 0.94% | 81.00 | 0.00 | 12.85K |
JOHNSON & JOHNSONSOLE | COM | 11.40K | SH | $2.11M 0.70% | 114.00 | 0.00 | 11.29K |
JPMORGAN CHASE & CO.SOLE | COM | 6.33K | SH | $2.00M 0.66% | 84.00 | 0.00 | 6.24K |
FIVE BELOW INCSOLE | COM | 12.34K | SH | $1.91M 0.63% | 0.00 | 0.00 | 12.34K |
TESLA INCSOLE | COM | 3.76K | SH | $1.67M 0.55% | 19.00 | 0.00 | 3.74K |
ALPHABET INCSOLE | CAP STK CL A | 6.65K | SH | $1.62M 0.53% | 53.00 | 0.00 | 6.59K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.54K | SH | $1.52M 0.50% | 0.00 | 0.00 | 2.54K |
NETFLIX INCSOLE | COM | 1.25K | SH | $1.50M 0.50% | 13.00 | 0.00 | 1.24K |
VISA INCSOLE | COM CL A | 4.14K | SH | $1.41M 0.47% | 47.00 | 0.00 | 4.09K |
FORD MTR COSOLE | COM | 114.78K | SH | $1.37M 0.45% | 0.00 | 0.00 | 114.78K |
LOWES COS INCSOLE | COM | 5.25K | SH | $1.32M 0.44% | 59.00 | 0.00 | 5.19K |
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