Baron Wealth Management LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$324.5M
Holdings
259
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (259 positions)
| Stock | Value |
|---|---|
QUALISHARES TR | $56.5M |
MFSIMFS ACTIVE EXCHANGE TRADED F | $29.8M |
DIVIFRANKLIN TEMPLETON ETF TR | $28.3M |
IJRISHARES TR | $22.9M |
AAPLAPPLE INC | $10.0M |
SNASNAP ON INC | $8.3M |
SDVYFIRST TR EXCHANGE-TRADED FD | $6.4M |
RIVNRIVIAN AUTOMOTIVE INC | $6.2M |
SPYSPDR S&P 500 ETF TR | $5.8M |
MSFTMICROSOFT CORP | $4.8M |
NVDANVIDIA CORPORATION | $4.4M |
VIGVANGUARD SPECIALIZED FUNDS | $4.1M |
IVWISHARES TR | $3.6M |
IVOGVANGUARD ADMIRAL FDS INC | $3.5M |
AMZNAMAZON COM INC | $3.3M |
VEAVANGUARD TAX-MANAGED FDS | $3.2M |
JNJJOHNSON & JOHNSON | $2.4M |
GOOGLALPHABET INC | $2.2M |
JPMJPMORGAN CHASE & CO. | $2.1M |
AVGOBROADCOM INC | $2.0M |
FIVEFIVE BELOW INC | $1.9M |
FELGFIDELITY COVINGTON TRUST | $1.6M |
PHPARKER-HANNIFIN CORP | $1.6M |
NDQINVESCO QQQ TR | $1.6M |
GOOGALPHABET INC | $1.5M |
VVISA INC | $1.4M |
FFORD MTR CO | $1.4M |
WMTWALMART INC | $1.4M |
TSLATESLA INC | $1.4M |
LOWLOWES COS INC | $1.4M |
VOOVANGUARD INDEX FDS | $1.3M |
ADIANALOG DEVICES INC | $1.3M |
NFLXNETFLIX INC | $1.2M |
BWABORGWARNER INC | $1.2M |
EFAISHARES TR | $1.1M |
SANBANCO SANTANDER SA | $1.1M |
DBDEUTSCHE BANK A G | $1.1M |
DWDMORGAN STANLEY | $1.0M |
METAMETA PLATFORMS INC | $1.0M |
GILDGILEAD SCIENCES INC | $1.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.0M |
BCSBARCLAYS PLC | $974K |
IVVISHARES TR | $971K |
SPGIS&P GLOBAL INC | $965K |
RRRRED ROCK RESORTS INC | $945K |
BNDVANGUARD BD INDEX FDS | $942K |
WFCWELLS FARGO CO NEW | $928K |
LLYELI LILLY & CO | $900K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $877K |
IWRISHARES TR | $871K |
CSCOCISCO SYS INC | $861K |
MAMASTERCARD INCORPORATED | $849K |
NWGNATWEST GROUP PLC | $849K |
CVXCHEVRON CORP NEW | $845K |
PGPROCTER AND GAMBLE CO | $838K |
HEIHEICO CORP NEW | $820K |
CATCATERPILLAR INC | $819K |
FASTFASTENAL CO | $812K |
JBLJABIL INC | $809K |
IWMISHARES TR | $807K |
VTVVANGUARD INDEX FDS | $799K |
OEFISHARES TR | $766K |
ABTABBOTT LABS | $718K |
USBUS BANCORP DEL | $693K |
TRVTRAVELERS COMPANIES INC | $692K |
DHRDANAHER CORPORATION | $691K |
UNHUNITEDHEALTH GROUP INC | $684K |
BACBANK AMERICA CORP | $681K |
CRMSALESFORCE INC | $649K |
VODVODAFONE GROUP PLC NEW | $644K |
LINLINDE PLC | $642K |
CBCHUBB LIMITED | $635K |
IWDISHARES TR | $631K |
GSGOLDMAN SACHS GROUP INC | $622K |
KGCKINROSS GOLD CORP | $621K |
TYLTYLER TECHNOLOGIES INC | $620K |
AMGNAMGEN INC | $620K |
BKDVBNY MELLON ETF TRUST II | $616K |
XOMEXXON MOBIL CORP | $612K |
VOVANGUARD INDEX FDS | $610K |
AEISADVANCED ENERGY INDS | $602K |
EMREMERSON ELEC CO | $595K |
MOALTRIA GROUP INC | $591K |
RTXRTX CORPORATION | $586K |
CTVACORTEVA INC | $582K |
VRSKVERISK ANALYTICS INC | $573K |
NOWSERVICENOW INC | $562K |
BBVABANCO BILBAO VIZCAYA ARGENTA | $561K |
ABBVABBVIE INC | $557K |
ECLECOLAB INC | $553K |
STRLSTERLING INFRASTRUCTURE INC | $552K |
JCIJOHNSON CTLS INTL PLC | $541K |
JOYYJOYY INC | $539K |
PENNPENN ENTERTAINMENT INC | $536K |
UIUBIQUITI INC | $519K |
VEEVVEEVA SYS INC | $519K |
IDXXIDEXX LABS INC | $514K |
MMM3M CO | $511K |
SUSUNCOR ENERGY INC NEW | $503K |
MCDMCDONALDS CORP | $497K |
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