BARON WEALTH MANAGEMENT LLC

Filed: 1/14/2026ACC: 0001968507-26-000003

📋 What this filing means

BARON WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 259 equity positions with a total reported market value of $324.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

259

Positions

$324.50M

Total AUM (reported)

4.71M

Total Shares

Allocation by class

COM$109.10M33.6%

MSCI USA QLT FCT$56.53M17.4%

INTERNATINL ETF$29.78M9.2%

INTL COR DIV TIL$28.27M8.7%

CORE S&P SCP ETF$22.93M7.1%

COM CL A$7.63M2.4%

SMID RISNG ETF$6.36M2.0%

Portfolio Concentration

Top 3$114.58M35.3%

4–10$64.29M19.8%

11–25$38.84M12.0%

Rest$106.80M32.9%

Top 3 weight

35.3%

Top 10 weight

55.1%

Voting Authority Distribution

Total shares with voting rights: 4.71M

Sole

Full voting authority

15.13K

% of voting shares0.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.69M

% of voting shares99.7%

Investment Discretion (by position count)

Sole259

Shared0

Other0

Dominant voting typeNone · 99.7% of voting shares

Institutional Holdings259

Rows:

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares284.59K

TypeSH

Market value$56.53M

17.42%

Sole

0.00

Shared

0.00

None

284.59K

MFS ACTIVE EXCHANGE TRADED F

SOLE

INTERNATINL ETF

Shares978K

TypeSH

Market value$29.78M

9.18%

Sole

0.00

Shared

0.00

None

978K

FRANKLIN TEMPLETON ETF TR

SOLE

INTL COR DIV TIL

Shares726.95K

TypeSH

Market value$28.27M

8.71%

Sole

0.00

Shared

0.00

None

726.95K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares190.83K

TypeSH

Market value$22.93M

7.07%

Sole

0.00

Shared

0.00

None

190.83K

APPLE INC

SOLE

COM

Shares36.67K

TypeSH

Market value$9.97M

3.07%

Sole

137.00

Shared

0.00

None

36.54K

SNAP ON INC

SOLE

COM

Shares23.95K

TypeSH

Market value$8.25M

2.54%

Sole

0.00

Shared

0.00

None

23.95K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares165.87K

TypeSH

Market value$6.36M

1.96%

Sole

0.00

Shared

0.00

None

165.87K

RIVIAN AUTOMOTIVE INC

SOLE

COM CL A

Shares313.95K

TypeSH

Market value$6.19M

1.91%

Sole

0.00

Shared

0.00

None

313.95K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares8.54K

TypeSH

Market value$5.82M

1.79%

Sole

0.00

Shared

0.00

None

8.54K

MICROSOFT CORP

SOLE

COM

Shares9.86K

TypeSH

Market value$4.77M

1.47%

Sole

57.00

Shared

0.00

None

9.81K

NVIDIA CORPORATION

SOLE

COM

Shares23.72K

TypeSH

Market value$4.42M

1.36%

Sole

153.00

Shared

0.00

None

23.57K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares18.55K

TypeSH

Market value$4.08M

1.26%

Sole

0.00

Shared

0.00

None

18.55K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares28.82K

TypeSH

Market value$3.55M

1.09%

Sole

0.00

Shared

0.00

None

28.82K

VANGUARD ADMIRAL FDS INC

SOLE

MIDCP 400 GRTH

Shares29.25K

TypeSH

Market value$3.52M

1.08%

Sole

0.00

Shared

0.00

None

29.25K

AMAZON COM INC

SOLE

COM

Shares14.44K

TypeSH

Market value$3.33M

1.03%

Sole

81.00

Shared

0.00

None

14.36K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares51.55K

TypeSH

Market value$3.22M

0.99%

Sole

0.00

Shared

0.00

None

51.55K

JOHNSON & JOHNSON

SOLE

COM

Shares11.50K

TypeSH

Market value$2.38M

0.73%

Sole

114.00

Shared

0.00

None

11.39K

ALPHABET INC

SOLE

CAP STK CL A

Shares6.96K

TypeSH

Market value$2.18M

0.67%

Sole

59.00

Shared

0.00

None

6.91K

JPMORGAN CHASE & CO.

SOLE

COM

Shares6.42K

TypeSH

Market value$2.07M

0.64%

Sole

84.00

Shared

0.00

None

6.33K

BROADCOM INC

SOLE

COM

Shares5.64K

TypeSH

Market value$1.95M

0.60%

Sole

45.00

Shared

0.00

None

5.59K

FIVE BELOW INC

SOLE

COM

Shares10.31K

TypeSH

Market value$1.94M

0.60%

Sole

0.00

Shared

0.00

None

10.31K

FIDELITY COVINGTON TRUST

SOLE

ENHANCED LARGE

Shares38.25K

TypeSH

Market value$1.59M

0.49%

Sole

0.00

Shared

0.00

None

38.25K

PARKER-HANNIFIN CORP

SOLE

COM

Shares1.78K

TypeSH

Market value$1.57M

0.48%

Sole

16.00

Shared

0.00

None

1.77K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares2.54K

TypeSH

Market value$1.56M

0.48%

Sole

0.00

Shared

0.00

None

2.54K

ALPHABET INC

SOLE

CAP STK CL C

Shares4.68K

TypeSH

Market value$1.47M

0.45%

Sole

31.00

Shared

0.00

None

4.65K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	MSCI USA QLT FCT	284.59K	SH	$56.53M 17.42%	0.00	284.59K
MFS ACTIVE EXCHANGE TRADED FSOLE	INTERNATINL ETF	978K	SH	$29.78M 9.18%	0.00	978K
FRANKLIN TEMPLETON ETF TRSOLE	INTL COR DIV TIL	726.95K	SH	$28.27M 8.71%	0.00	726.95K
ISHARES TRSOLE	CORE S&P SCP ETF	190.83K	SH	$22.93M 7.07%	0.00	190.83K
APPLE INCSOLE	COM	36.67K	SH	$9.97M 3.07%	137.00	36.54K
SNAP ON INCSOLE	COM	23.95K	SH	$8.25M 2.54%	0.00	23.95K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	165.87K	SH	$6.36M 1.96%	0.00	165.87K
RIVIAN AUTOMOTIVE INCSOLE	COM CL A	313.95K	SH	$6.19M 1.91%	0.00	313.95K
SPDR S&P 500 ETF TRSOLE	TR UNIT	8.54K	SH	$5.82M 1.79%	0.00	8.54K
MICROSOFT CORPSOLE	COM	9.86K	SH	$4.77M 1.47%	57.00	9.81K
NVIDIA CORPORATIONSOLE	COM	23.72K	SH	$4.42M 1.36%	153.00	23.57K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	18.55K	SH	$4.08M 1.26%	0.00	18.55K
ISHARES TRSOLE	S&P 500 GRWT ETF	28.82K	SH	$3.55M 1.09%	0.00	28.82K
VANGUARD ADMIRAL FDS INCSOLE	MIDCP 400 GRTH	29.25K	SH	$3.52M 1.08%	0.00	29.25K
AMAZON COM INCSOLE	COM	14.44K	SH	$3.33M 1.03%	81.00	14.36K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	51.55K	SH	$3.22M 0.99%	0.00	51.55K
JOHNSON & JOHNSONSOLE	COM	11.50K	SH	$2.38M 0.73%	114.00	11.39K
ALPHABET INCSOLE	CAP STK CL A	6.96K	SH	$2.18M 0.67%	59.00	6.91K
JPMORGAN CHASE & CO.SOLE	COM	6.42K	SH	$2.07M 0.64%	84.00	6.33K
BROADCOM INCSOLE	COM	5.64K	SH	$1.95M 0.60%	45.00	5.59K
FIVE BELOW INCSOLE	COM	10.31K	SH	$1.94M 0.60%	0.00	10.31K
FIDELITY COVINGTON TRUSTSOLE	ENHANCED LARGE	38.25K	SH	$1.59M 0.49%	0.00	38.25K
PARKER-HANNIFIN CORPSOLE	COM	1.78K	SH	$1.57M 0.48%	16.00	1.77K
INVESCO QQQ TRSOLE	UNIT SER 1	2.54K	SH	$1.56M 0.48%	0.00	2.54K
ALPHABET INCSOLE	CAP STK CL C	4.68K	SH	$1.47M 0.45%	31.00	4.65K

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