Baron Wealth Management LLC — 13F holdings

Baron Wealth Management LLC reported 304 holdings worth $386M in its 13F filing for Q2 2026, filed July 7, 2026.

Largest positions

  1. QUAL ISHARES TR — $61.8M (16.0%)
  2. MFSI MFS ACTIVE EXCHANGE TRADED F — $32.3M (8.4%)
  3. DIVI FRANKLIN TEMPLETON ETF TR — $32.0M (8.3%)
  4. IJR ISHARES TR — $24.0M (6.2%)
  5. AAPL APPLE INC — $16.0M (4.1%)
  6. SNA SNAP ON INC — $9.84M (2.6%)
  7. SDVY FIRST TR EXCHANGE-TRADED FD — $9.20M (2.4%)
  8. IVOG VANGUARD ADMIRAL FDS INC — $8.74M (2.3%)
  9. SPY SPDR S&P 500 ETF TR — $6.32M (1.6%)
  10. RIVN RIVIAN AUTOMOTIVE INC — $5.45M (1.4%)