Baron Wealth Management LLC Portfolio Holdings

Baron Wealth Management LLC

  • $282 Billion
  • Q2 2025

Baron Wealth Management LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $282 Billion distributed in 246 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 $52.7B, Mfs Active Exchange Traded F with a value of $26.3B, Franklin Templeton Libertyq In with a value of $24.2B, Ishares Core S&P Sm Cap ETF with a value of $23.4B, and Rivian Automotive, Inc. with a value of $7.75B.

Examining the 13F form we can see an increase of $54.7B in the current position value, from $228B to 282B.

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 $282 Billion
ETFs: $128 Billion
Technology: $30.2 Billion
Consumer Cyclical: $22.5 Billion
Financial Services: $21.5 Billion
Industrials: $20.6 Billion
Healthcare: $10.5 Billion
Communication Services: $6.7 Billion
Consumer Defensive: $5.1 Billion
Other: $8.3 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$30.7B
$227 Million 0.08% of portfolio
786
Q2 2025 New
$17.3B
$231 Million 0.08% of portfolio
1,560
Q2 2025 Reduced 22.54%
$13.1B
$212 Million 0.08% of portfolio
1,071
Q2 2025 Reduced 6.38%
$21.3B
$233 Million 0.08% of portfolio
623
Q2 2025 Added 4.36%
$65.8B
$223 Million 0.08% of portfolio
3,143
Q2 2025 New
$179B
$218 Million 0.08% of portfolio
1,369
Q2 2025 New
$24.7B
$214 Million 0.08% of portfolio
1,243
Q2 2025 New
$25.3B
$226 Million 0.08% of portfolio
963
Q2 2025 New
$25.1B
$224 Million 0.08% of portfolio
3,316
Q2 2025 Reduced 35.65%
$46.5B
$208 Million 0.07% of portfolio
361
Q2 2025 New
$16.6B
$202 Million 0.07% of portfolio
2,432
Q2 2025 Reduced 0.41%
$53.6B
$204 Million 0.07% of portfolio
1,715
Q2 2025 New
$26.4B
$209 Million 0.07% of portfolio
1,140
Q1 2025 Reduced 11.56%
$71.4B
$212 Million 0.07% of portfolio
1,769
Q2 2025 Reduced 4.99%
$47.3B
$173 Million 0.06% of portfolio
16,719
Q2 2025 Reduced 20.65%
$19.1B
$95.3 Million 0.03% of portfolio
14,487
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 246
  • Current Value $282 Billion
  • Prior Value $228 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 60 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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