§ 13F · FUND PROFILE
Baron Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $282.3T (13F)Positions · 246Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$324.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | 285K | $56.5T | 17.4% | NEW |
| 2 | MFSI | MFS ACTIVE EXCHANGE TRADED F | 978K | $29.8T | 9.2% | NEW |
| 3 | DIVI | FRANKLIN TEMPLETON ETF TR | 727K | $28.3T | 8.7% | NEW |
| 4 | IJR | ISHARES TR | 191K | $22.9T | 7.1% | NEW |
| 5 | AAPL | APPLE INC | 37K | $10.0T | 3.1% | NEW |
| 6 | SNA | SNAP ON INC | 24K | $8.3T | 2.5% | NEW |
| 7 | SDVY | FIRST TR EXCHANGE-TRADED FD | 166K | $6.4T | 2.0% | NEW |
| 8 | RIVN | RIVIAN AUTOMOTIVE INC | 314K | $6.2T | 1.9% | NEW |
| 9 | SPY | SPDR S&P 500 ETF TR | 9K | $5.8T | 1.8% | NEW |
| 10 | MSFT | MICROSOFT CORP | 10K | $4.8T | 1.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BARON SIGNAL
AC read
Baron Wealth Management LLC is a Other fund managing $282276.5 trillion in assets. The fund runs a broad portfolio of 246 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed