Baron Wealth Management LLC Portfolio Holdings

Baron Wealth Management LLC

  • $228 Billion
  • Q1 2025

Baron Wealth Management LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $228 Billion distributed in 210 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $50.3B, Ishares Core S&P Sm Cap ETF with a value of $23.9B, Mfs Active Exchange Traded F with a value of $12B, Franklin Templeton Libertyq In with a value of $11.4B, and Snap On Inc with a value of $8.07B.

Examining the 13F form we can see an increase of $15.1B in the current position value, from $212B to 228B.

Baron Wealth Management LLC is based out at Troy, MI

Below you can find more details about Baron Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $228 Billion
ETFs: $107 Billion
Technology: $23.2 Billion
Industrials: $18 Billion
Financial Services: $17.8 Billion
Consumer Cyclical: $16.8 Billion
Healthcare: $12.4 Billion
Communication Services: $4.56 Billion
Consumer Defensive: $4.3 Billion
Other: $7.99 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67.3B
$524 Million 0.23% of portfolio
4,716
Q1 2025 Added 13.83%
$236B
$523 Million 0.23% of portfolio
1,674
Q1 2025 Reduced 0.95%
$19.6B
$512 Million 0.23% of portfolio
7,199
Q1 2025 Reduced 2.44%
$22.6B
$508 Million 0.22% of portfolio
2,474
Q1 2025 Reduced 9.68%
$289B
$501 Million 0.22% of portfolio
6,981
Q1 2025 Added 44.35%
$70.3B
$492 Million 0.22% of portfolio
32,049
Q1 2025 Added 71.57%
$132B
$512 Million 0.22% of portfolio
76,390
Q1 2025 Added 113.17%
$328B
$487 Million 0.21% of portfolio
2,323
Q1 2025 Reduced 12.27%
$1T
$467 Million 0.21% of portfolio
2,814
Q1 2025 Reduced 1.88%
$85.2B
$450 Million 0.2% of portfolio
3,061
Q1 2025 Added 5.44%
$237B
$451 Million 0.2% of portfolio
6,155
Q1 2025 Reduced 25.03%
$349B
$455 Million 0.2% of portfolio
1,695
Q1 2025 Added 5.74%
$149B
$457 Million 0.2% of portfolio
1,228
Q1 2025 Added 10.73%
$107B
$455 Million 0.2% of portfolio
7,584
Q1 2025 Added 94.76%
$186B
$435 Million 0.19% of portfolio
1,319
Q1 2025 Added 10.56%
$5.65B
$430 Million 0.19% of portfolio
4,389
Q3 2024 Reduced 17.48%
$31B
$410 Million 0.18% of portfolio
16,143
Q1 2025 Added 23.59%
$16.1B
$416 Million 0.18% of portfolio
1,857
Q1 2025 Reduced 3.58%
$202B
$414 Million 0.18% of portfolio
3,123
Q1 2025 Reduced 1.89%
$145B
$396 Million 0.17% of portfolio
5,589
Q1 2025 Reduced 3.19%
$90.1B
$379 Million 0.17% of portfolio
3,104
Q1 2025 Added 8.46%
$141B
$387 Million 0.17% of portfolio
1,637
Q1 2025 Added 16.18%
$60.6B
$393 Million 0.17% of portfolio
12,612
Q1 2025 Reduced 0.76%
$93.4B
$381 Million 0.17% of portfolio
2,278
Q1 2025 Added 21.04%
$56.7B
$380 Million 0.17% of portfolio
1,835
Q1 2025 Added 44.03%
$27B
$369 Million 0.16% of portfolio
5,153
Q1 2025 Added 30.52%
$21.4B
$372 Million 0.16% of portfolio
664
Q1 2025 Added 2.63%
$29.9B
$370 Million 0.16% of portfolio
1,168
Q1 2025 Reduced 3.55%
$43.4B
$357 Million 0.16% of portfolio
850
Q1 2025 Reduced 11.83%
$134B
$346 Million 0.15% of portfolio
1,134
Q1 2025 Added 17.39%
$205B
$352 Million 0.15% of portfolio
3,568
Q1 2025 Reduced 21.04%
$18.1B
$334 Million 0.15% of portfolio
1,784
Q3 2024 Reduced 0.11%
$104B
$347 Million 0.15% of portfolio
516
Q1 2025 Added 3.41%
$153B
$352 Million 0.15% of portfolio
3,493
Q1 2025 Reduced 1.33%
$98.2B
$334 Million 0.15% of portfolio
3,400
Q1 2025 Reduced 19.07%
$55.6B
$338 Million 0.15% of portfolio
342
Q1 2025 Added 62.86%
$198B
$340 Million 0.15% of portfolio
686
Q1 2025 Reduced 0.44%
$15.6B
$334 Million 0.15% of portfolio
1,528
Q1 2025 Reduced 20.29%
$16.4B
$333 Million 0.15% of portfolio
4,092
Q1 2025 New
$18.6B
$338 Million 0.15% of portfolio
2,014
Q1 2025 Reduced 1.8%
$23.8B
$338 Million 0.15% of portfolio
1,492
Q1 2025 Added 18.32%
$4.41B
$328 Million 0.14% of portfolio
2,786
Q1 2025 Reduced 4.98%
$116B
$317 Million 0.14% of portfolio
3,532
Q1 2025 New
$58.1B
$323 Million 0.14% of portfolio
1,890
Q1 2025 Added 51.93%
$100B
$319 Million 0.14% of portfolio
1,466
Q1 2025 New
$70.7B
$324 Million 0.14% of portfolio
2,951
Q1 2025 Added 21.39%
$98.7B
$327 Million 0.14% of portfolio
1,896
Q1 2025 Added 12.86%
$22.5B
$312 Million 0.14% of portfolio
2,296
Q1 2025 Added 0.48%
$19B
$309 Million 0.14% of portfolio
7,590
Q1 2025 Reduced 1.15%

Summary

  • Portfolio
  • No. of Stocks 210
  • Current Value $228 Billion
  • Prior Value $212 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 45 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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