§ 13F · FUND PROFILE
Baron Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $282M (13F)Positions · 246Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | 281K | $54M | 16.1% | −1% |
| 2 | DIVI | FRANKLIN TEMPLETON ETF TR | 740K | $29M | 8.8% | +2% |
| 3 | MFSI | MFS ACTIVE EXCHANGE TRADED F | 974K | $29M | 8.7% | ±0% |
| 4 | IJR | ISHARES TR | 172K | $21M | 6.4% | −10% |
| 5 | AAPL | APPLE INC | 57K | $14M | 4.3% | +55% |
| 6 | SNA | SNAP ON INC | 24K | $9M | 2.7% | +2% |
| 7 | SDVY | FIRST TR EXCHANGE TRADED FD | 188K | $7M | 2.2% | +13% |
| 8 | IVOG | VANGUARD ADMIRAL FDS INC | 50K | $6M | 1.9% | +72% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 8K | $6M | 1.6% | −1% |
| 10 | RIVN | RIVIAN AUTOMOTIVE INC | 314K | $5M | 1.4% | ±0% |
§ 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 $282 million in assets. The fund runs a broad portfolio of 246 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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