BARON WEALTH MANAGEMENT LLC

Filed: 4/16/2026ACC: 0001968507-26-000004

📋 What this filing means

BARON WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 279 equity positions with a total reported market value of $334.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

279

Positions

$334.41M

Total AUM (reported)

4.90M

Total Shares

Allocation by class

COM$118.64M35.5%

MSCI USA QLT FCT$53.85M16.1%

INTL COR DIV TIL$29.45M8.8%

INTERNATINL ETF$28.96M8.7%

CORE S&P SCP ETF$21.41M6.4%

SMID RISNG ETF$7.41M2.2%

MIDCP 400 GRTH$6.30M1.9%

Portfolio Concentration

Top 3$112.26M33.6%

4–10$68.67M20.5%

11–25$40.02M12.0%

Rest$113.47M33.9%

Top 3 weight

33.6%

Top 10 weight

54.1%

Voting Authority Distribution

Total shares with voting rights: 4.90M

Sole

Full voting authority

16.50K

% of voting shares0.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.89M

% of voting shares99.7%

Investment Discretion (by position count)

Sole279

Shared0

Other0

Dominant voting typeNone · 99.7% of voting shares

Institutional Holdings279

Rows:

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares280.74K

TypeSH

Market value$53.85M

16.10%

Sole

0.00

Shared

0.00

None

280.74K

FRANKLIN TEMPLETON ETF TR

SOLE

INTL COR DIV TIL

Shares739.65K

TypeSH

Market value$29.45M

8.81%

Sole

0.00

Shared

0.00

None

739.65K

MFS ACTIVE EXCHANGE TRADED F

SOLE

INTERNATINL ETF

Shares974.45K

TypeSH

Market value$28.96M

8.66%

Sole

0.00

Shared

0.00

None

974.45K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares172.23K

TypeSH

Market value$21.41M

6.40%

Sole

0.00

Shared

0.00

None

172.23K

APPLE INC

SOLE

COM

Shares56.85K

TypeSH

Market value$14.43M

4.31%

Sole

131.00

Shared

0.00

None

56.72K

SNAP ON INC

SOLE

COM

Shares24.45K

TypeSH

Market value$8.88M

2.66%

Sole

0.00

Shared

0.00

None

24.45K

FIRST TR EXCHANGE TRADED FD

SOLE

SMID RISNG ETF

Shares187.93K

TypeSH

Market value$7.41M

2.22%

Sole

0.00

Shared

0.00

None

187.93K

VANGUARD ADMIRAL FDS INC

SOLE

MIDCP 400 GRTH

Shares50.41K

TypeSH

Market value$6.30M

1.88%

Sole

0.00

Shared

0.00

None

50.41K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares8.48K

TypeSH

Market value$5.52M

1.65%

Sole

0.00

Shared

0.00

None

8.48K

RIVIAN AUTOMOTIVE INC

SOLE

COM CL A

Shares313.95K

TypeSH

Market value$4.72M

1.41%

Sole

0.00

Shared

0.00

None

313.95K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares19.66K

TypeSH

Market value$4.23M

1.26%

Sole

0.00

Shared

0.00

None

19.66K

NVIDIA CORPORATION

SOLE

COM

Shares22.89K

TypeSH

Market value$3.99M

1.19%

Sole

147.00

Shared

0.00

None

22.74K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares51.57K

TypeSH

Market value$3.30M

0.99%

Sole

0.00

Shared

0.00

None

51.57K

MICROSOFT CORP

SOLE

COM

Shares8.75K

TypeSH

Market value$3.24M

0.97%

Sole

57.00

Shared

0.00

None

8.70K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares28.48K

TypeSH

Market value$3.22M

0.96%

Sole

0.00

Shared

0.00

None

28.48K

AMAZON COM INC

SOLE

COM

Shares15.03K

TypeSH

Market value$3.13M

0.94%

Sole

81.00

Shared

0.00

None

14.95K

ALPHABET INC

SOLE

CAP STK CL A

Shares10.30K

TypeSH

Market value$2.96M

0.89%

Sole

59.00

Shared

0.00

None

10.24K

JOHNSON & JOHNSON

SOLE

COM

Shares11.77K

TypeSH

Market value$2.88M

0.86%

Sole

114.00

Shared

0.00

None

11.66K

ALPHABET INC

SOLE

CAP STK CL C

Shares8.77K

TypeSH

Market value$2.52M

0.75%

Sole

31.00

Shared

0.00

None

8.74K

FIVE BELOW INC

SOLE

COM

Shares9.72K

TypeSH

Market value$2.22M

0.66%

Sole

0.00

Shared

0.00

None

9.72K

JPMORGAN CHASE & CO

SOLE

COM

Shares6.16K

TypeSH

Market value$1.81M

0.54%

Sole

84.00

Shared

0.00

None

6.08K

BROADCOM INC

SOLE

COM

Shares5.78K

TypeSH

Market value$1.79M

0.53%

Sole

50.00

Shared

0.00

None

5.72K

PARKER-HANNIFIN CORP

SOLE

COM

Shares1.82K

TypeSH

Market value$1.63M

0.49%

Sole

16.00

Shared

0.00

None

1.81K

FIDELITY COVINGTON TRUST

SOLE

ENHANCED LARGE

Shares41.91K

TypeSH

Market value$1.57M

0.47%

Sole

0.00

Shared

0.00

None

41.91K

WALMART INC

SOLE

COM

Shares12.24K

TypeSH

Market value$1.52M

0.45%

Sole

85.00

Shared

0.00

None

12.16K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	MSCI USA QLT FCT	280.74K	SH	$53.85M 16.10%	0.00	280.74K
FRANKLIN TEMPLETON ETF TRSOLE	INTL COR DIV TIL	739.65K	SH	$29.45M 8.81%	0.00	739.65K
MFS ACTIVE EXCHANGE TRADED FSOLE	INTERNATINL ETF	974.45K	SH	$28.96M 8.66%	0.00	974.45K
ISHARES TRSOLE	CORE S&P SCP ETF	172.23K	SH	$21.41M 6.40%	0.00	172.23K
APPLE INCSOLE	COM	56.85K	SH	$14.43M 4.31%	131.00	56.72K
SNAP ON INCSOLE	COM	24.45K	SH	$8.88M 2.66%	0.00	24.45K
FIRST TR EXCHANGE TRADED FDSOLE	SMID RISNG ETF	187.93K	SH	$7.41M 2.22%	0.00	187.93K
VANGUARD ADMIRAL FDS INCSOLE	MIDCP 400 GRTH	50.41K	SH	$6.30M 1.88%	0.00	50.41K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	8.48K	SH	$5.52M 1.65%	0.00	8.48K
RIVIAN AUTOMOTIVE INCSOLE	COM CL A	313.95K	SH	$4.72M 1.41%	0.00	313.95K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	19.66K	SH	$4.23M 1.26%	0.00	19.66K
NVIDIA CORPORATIONSOLE	COM	22.89K	SH	$3.99M 1.19%	147.00	22.74K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	51.57K	SH	$3.30M 0.99%	0.00	51.57K
MICROSOFT CORPSOLE	COM	8.75K	SH	$3.24M 0.97%	57.00	8.70K
ISHARES TRSOLE	S&P 500 GRWT ETF	28.48K	SH	$3.22M 0.96%	0.00	28.48K
AMAZON COM INCSOLE	COM	15.03K	SH	$3.13M 0.94%	81.00	14.95K
ALPHABET INCSOLE	CAP STK CL A	10.30K	SH	$2.96M 0.89%	59.00	10.24K
JOHNSON & JOHNSONSOLE	COM	11.77K	SH	$2.88M 0.86%	114.00	11.66K
ALPHABET INCSOLE	CAP STK CL C	8.77K	SH	$2.52M 0.75%	31.00	8.74K
FIVE BELOW INCSOLE	COM	9.72K	SH	$2.22M 0.66%	0.00	9.72K
JPMORGAN CHASE & COSOLE	COM	6.16K	SH	$1.81M 0.54%	84.00	6.08K
BROADCOM INCSOLE	COM	5.78K	SH	$1.79M 0.53%	50.00	5.72K
PARKER-HANNIFIN CORPSOLE	COM	1.82K	SH	$1.63M 0.49%	16.00	1.81K
FIDELITY COVINGTON TRUSTSOLE	ENHANCED LARGE	41.91K	SH	$1.57M 0.47%	0.00	41.91K
WALMART INCSOLE	COM	12.24K	SH	$1.52M 0.45%	85.00	12.16K

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