Baron Wealth Management LLC Portfolio Holdings

Baron Wealth Management LLC

  • $302 Billion
  • Q3 2025

Baron Wealth Management LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $302 Billion distributed in 248 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 $55.2B, Mfs Active Exchange Traded F with a value of $28.3B, Franklin Templeton Libertyq In with a value of $26.4B, Ishares Core S&P Sm Cap ETF with a value of $25.3B, and Apple Inc. with a value of $9.11B.

Examining the 13F form we can see an increase of $20B in the current position value, from $282B to 302B.

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 $302 Billion
ETFs: $137 Billion
Technology: $32.3 Billion
Consumer Cyclical: $23.5 Billion
Industrials: $22 Billion
Financial Services: $21.7 Billion
Healthcare: $12 Billion
Communication Services: $7.11 Billion
Consumer Defensive: $5.16 Billion
Other: $10.1 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$810M
$339 Million 0.11% of portfolio
24,876
Q3 2025 Added 12.98%
$1.87B
$286 Million 0.09% of portfolio
2,909
Q3 2025 New
$1.85B
$203 Million 0.07% of portfolio
9,693
Q3 2025 Added 2.84%
$1.21B
$218 Million 0.07% of portfolio
6,337
Q3 2025 New
$683M
$209 Million 0.07% of portfolio
5,148
Q3 2025 New
$1.53B
$182 Million 0.06% of portfolio
10,602
Q3 2025 New
$409M
$182 Million 0.06% of portfolio
16,853
Q3 2025 Added 10.77%
$2B
$140 Million 0.05% of portfolio
11,689
Q3 2025 Added 6.99%
$695M
$150 Million 0.05% of portfolio
18,342
Q3 2025 Reduced 0.04%
$532M
$128 Million 0.04% of portfolio
10,810
Q3 2025 Reduced 14.87%
$831M
$132 Million 0.04% of portfolio
42,195
Q3 2025 Added 14.0%
$1B
$104 Million 0.03% of portfolio
19,217
Q3 2025 Reduced 2.44%
$1.27B
$72.2 Million 0.02% of portfolio
18,564
Q3 2025 Added 7.61%

Summary

  • Portfolio
  • No. of Stocks 248
  • Current Value $302 Billion
  • Prior Value $282 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 125 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
Track This Portfolio

Track Baron Wealth Management LLC Portfolio

Follow Baron Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email