BARON WEALTH MANAGEMENT LLC

Filed: 7/7/2026ACC: 0001968507-26-000006

📋 What this filing means

BARON WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 304 equity positions with a total reported market value of $385.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

304

Positions

$385.67M

Total AUM (reported)

5.03M

Total Shares

Allocation by class

COM$134.99M35.0%

MSCI USA QLT FCT$61.84M16.0%

INTERNATINL ETF$32.27M8.4%

INTL COR DIV TIL$32.00M8.3%

CORE S&P SCP ETF$23.98M6.2%

SMID RISNG ETF$9.20M2.4%

MIDCP 400 GRTH$8.74M2.3%

Portfolio Concentration

Top 3$126.11M32.7%

4–10$79.48M20.6%

11–25$46.81M12.1%

Rest$133.27M34.6%

Top 3 weight

32.7%

Top 10 weight

53.3%

Voting Authority Distribution

Total shares with voting rights: 5.03M

Sole

Full voting authority

16.78K

% of voting shares0.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.01M

% of voting shares99.7%

Investment Discretion (by position count)

Sole304

Shared0

Other0

Dominant voting typeNone · 99.7% of voting shares

Institutional Holdings304

Rows:

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares281.84K

TypeSH

Market value$61.84M

16.04%

Sole

0.00

Shared

0.00

None

281.84K

MFS ACTIVE EXCHANGE TRADED F

SOLE

INTERNATINL ETF

Shares993.62K

TypeSH

Market value$32.27M

8.37%

Sole

0.00

Shared

0.00

None

993.62K

FRANKLIN TEMPLETON ETF TR

SOLE

INTL COR DIV TIL

Shares748.98K

TypeSH

Market value$32.00M

8.30%

Sole

0.00

Shared

0.00

None

748.98K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares161.68K

TypeSH

Market value$23.98M

6.22%

Sole

0.00

Shared

0.00

None

161.68K

APPLE INC

SOLE

COM

Shares55.14K

TypeSH

Market value$15.96M

4.14%

Sole

131.00

Shared

0.00

None

55.01K

SNAP ON INC

SOLE

COM

Shares24.45K

TypeSH

Market value$9.84M

2.55%

Sole

0.00

Shared

0.00

None

24.45K

FIRST TR EXCHANGE TRADED FD

SOLE

SMID RISNG ETF

Shares213.37K

TypeSH

Market value$9.20M

2.39%

Sole

0.00

Shared

0.00

None

213.37K

VANGUARD ADMIRAL FDS INC

SOLE

MIDCP 400 GRTH

Shares59.72K

TypeSH

Market value$8.74M

2.27%

Sole

0.00

Shared

0.00

None

59.72K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares8.47K

TypeSH

Market value$6.32M

1.64%

Sole

0.00

Shared

0.00

None

8.47K

RIVIAN AUTOMOTIVE INC

SOLE

COM CL A

Shares313.95K

TypeSH

Market value$5.45M

1.41%

Sole

0.00

Shared

0.00

None

313.95K

NVIDIA CORPORATION

SOLE

COM

Shares23.60K

TypeSH

Market value$4.72M

1.22%

Sole

147.00

Shared

0.00

None

23.46K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares19.69K

TypeSH

Market value$4.66M

1.21%

Sole

0.00

Shared

0.00

None

19.69K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares28.62K

TypeSH

Market value$3.94M

1.02%

Sole

0.00

Shared

0.00

None

28.62K

MICROSOFT CORP

SOLE

COM

Shares10.48K

TypeSH

Market value$3.91M

1.01%

Sole

57.00

Shared

0.00

None

10.42K

ALPHABET INC

SOLE

CAP STK CL A

Shares10.63K

TypeSH

Market value$3.80M

0.98%

Sole

59.00

Shared

0.00

None

10.57K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares51.69K

TypeSH

Market value$3.68M

0.96%

Sole

0.00

Shared

0.00

None

51.69K

AMAZON COM INC

SOLE

COM

Shares15.43K

TypeSH

Market value$3.68M

0.95%

Sole

81.00

Shared

0.00

None

15.35K

ALPHABET INC

SOLE

CAP STK CL C

Shares8.66K

TypeSH

Market value$3.06M

0.79%

Sole

31.00

Shared

0.00

None

8.63K

JOHNSON & JOHNSON

SOLE

COM

Shares11.56K

TypeSH

Market value$2.94M

0.76%

Sole

114.00

Shared

0.00

None

11.45K

FIDELITY COVINGTON TRUST

SOLE

ENHANCED LARGE

Shares57.85K

TypeSH

Market value$2.53M

0.66%

Sole

0.00

Shared

0.00

None

57.85K

BROADCOM INC

SOLE

COM

Shares6.33K

TypeSH

Market value$2.39M

0.62%

Sole

50.00

Shared

0.00

None

6.28K

JPMORGAN CHASE & CO

SOLE

COM

Shares6.32K

TypeSH

Market value$2.07M

0.54%

Sole

84.00

Shared

0.00

None

6.23K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares2.54K

TypeSH

Market value$1.87M

0.48%

Sole

0.00

Shared

0.00

None

2.54K

BORGWARNER INC

SOLE

COM

Shares26.89K

TypeSH

Market value$1.79M

0.46%

Sole

56.00

Shared

0.00

None

26.84K

MICRON TECHNOLOGY INC

SOLE

COM

Shares1.54K

TypeSH

Market value$1.78M

0.46%

Sole

0.00

Shared

0.00

None

1.54K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	MSCI USA QLT FCT	281.84K	SH	$61.84M 16.04%	0.00	281.84K
MFS ACTIVE EXCHANGE TRADED FSOLE	INTERNATINL ETF	993.62K	SH	$32.27M 8.37%	0.00	993.62K
FRANKLIN TEMPLETON ETF TRSOLE	INTL COR DIV TIL	748.98K	SH	$32.00M 8.30%	0.00	748.98K
ISHARES TRSOLE	CORE S&P SCP ETF	161.68K	SH	$23.98M 6.22%	0.00	161.68K
APPLE INCSOLE	COM	55.14K	SH	$15.96M 4.14%	131.00	55.01K
SNAP ON INCSOLE	COM	24.45K	SH	$9.84M 2.55%	0.00	24.45K
FIRST TR EXCHANGE TRADED FDSOLE	SMID RISNG ETF	213.37K	SH	$9.20M 2.39%	0.00	213.37K
VANGUARD ADMIRAL FDS INCSOLE	MIDCP 400 GRTH	59.72K	SH	$8.74M 2.27%	0.00	59.72K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	8.47K	SH	$6.32M 1.64%	0.00	8.47K
RIVIAN AUTOMOTIVE INCSOLE	COM CL A	313.95K	SH	$5.45M 1.41%	0.00	313.95K
NVIDIA CORPORATIONSOLE	COM	23.60K	SH	$4.72M 1.22%	147.00	23.46K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	19.69K	SH	$4.66M 1.21%	0.00	19.69K
ISHARES TRSOLE	S&P 500 GRWT ETF	28.62K	SH	$3.94M 1.02%	0.00	28.62K
MICROSOFT CORPSOLE	COM	10.48K	SH	$3.91M 1.01%	57.00	10.42K
ALPHABET INCSOLE	CAP STK CL A	10.63K	SH	$3.80M 0.98%	59.00	10.57K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	51.69K	SH	$3.68M 0.96%	0.00	51.69K
AMAZON COM INCSOLE	COM	15.43K	SH	$3.68M 0.95%	81.00	15.35K
ALPHABET INCSOLE	CAP STK CL C	8.66K	SH	$3.06M 0.79%	31.00	8.63K
JOHNSON & JOHNSONSOLE	COM	11.56K	SH	$2.94M 0.76%	114.00	11.45K
FIDELITY COVINGTON TRUSTSOLE	ENHANCED LARGE	57.85K	SH	$2.53M 0.66%	0.00	57.85K
BROADCOM INCSOLE	COM	6.33K	SH	$2.39M 0.62%	50.00	6.28K
JPMORGAN CHASE & COSOLE	COM	6.32K	SH	$2.07M 0.54%	84.00	6.23K
INVESCO QQQ TRSOLE	UNIT SER 1	2.54K	SH	$1.87M 0.48%	0.00	2.54K
BORGWARNER INCSOLE	COM	26.89K	SH	$1.79M 0.46%	56.00	26.84K
MICRON TECHNOLOGY INCSOLE	COM	1.54K	SH	$1.78M 0.46%	0.00	1.54K

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