§ 13F · FUND PROFILE
Baron Wealth Management LLC.
AUM · $386M (13F)Positions · 304Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | 282K | $62M | 16.0% | ±0% |
| 2 | MFSI | MFS ACTIVE EXCHANGE TRADED F | 994K | $32M | 8.4% | +2% |
| 3 | DIVI | FRANKLIN TEMPLETON ETF TR | 749K | $32M | 8.3% | +1% |
| 4 | IJR | ISHARES TR | 162K | $24M | 6.2% | −6% |
| 5 | AAPL | APPLE INC | 55K | $16M | 4.1% | −3% |
| 6 | SNA | SNAP ON INC | 24K | $10M | 2.6% | ±0% |
| 7 | SDVY | FIRST TR EXCHANGE TRADED FD | 213K | $9M | 2.4% | +14% |
| 8 | IVOG | VANGUARD ADMIRAL FDS INC | 60K | $9M | 2.3% | +18% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 8K | $6M | 1.6% | ±0% |
| 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 $386 million in assets. The fund runs a broad portfolio of 304 positions.
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