BWBFX holdings — Baron WealthBuilder Fund
Baron WealthBuilder Fund (BWBFX) held 18 positions with net assets of $540M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 79.0% of the fund, led by BPTIX, BSFIX, Baron Generational Growth Fund.
BWBFX top holdings
- BPTIX Baron Partners Fund — 14.94% ($80.7M)
- BSFIX Baron Small Cap Fund — 12.60% ($68.1M)
- Baron Generational Growth Fund — 11.85% ($64.0M)
- Baron Asset Fund — 10.30% ($55.6M)
- BFGIX Baron Focused Growth Fund — 6.79% ($36.7M)
- Baron Real Estate Fund — 5.71% ($30.9M)
- Baron Discovery Fund — 4.52% ($24.4M)
- Baron Global Opportunity Fund — 4.17% ($22.5M)
- Baron Opportunity Fund — 4.09% ($22.1M)
- Baron Fifth Avenue Growth Fund — 4.05% ($21.9M)
- Baron Durable Advantage Fund — 3.94% ($21.3M)
- Baron Health Care Fund — 3.18% ($17.2M)
- Baron International Growth Fund — 3.11% ($16.8M)
- Baron Real Estate Income Fund — 2.67% ($14.4M)
- BEXIX Baron Emerging Markets Fund — 2.62% ($14.2M)
- BCSM Baron SMID Cap ETF — 2.13% ($11.5M)
- BCFN Baron Financials ETF — 2.04% ($11.0M)
- BCTK Baron Technology ETF — 1.33% ($7.21M)
What are BWBFX's top 10 holdings?
BPTIX (14.9%), BSFIX (12.6%), Baron Generational Growth Fund (11.9%), Baron Asset Fund (10.3%), BFGIX (6.8%), Baron Real Estate Fund (5.7%), Baron Discovery Fund (4.5%), Baron Global Opportunity Fund (4.2%), Baron Opportunity Fund (4.1%), Baron Fifth Avenue Growth Fund (4.0%).
How many stocks are in BWBFX?
Baron WealthBuilder Fund reported 18 holdings as of June 30, 2026.
Share classes: BWBFX, BWBIX, BWBTX