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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.7 Billion 18.68% of portfolio
288,385
Q2 2025 Reduced 1.96%
Mfs Active Exchange Traded F
-
$26.3 Billion 9.32% of portfolio
-
Q2 2025 Added 97.46%
$0
$24.2 Billion 8.57% of portfolio
678,704
Q2 2025 Added 93.77%
$0
$23.4 Billion 8.28% of portfolio
213,802
Q2 2025 Reduced 6.62%
$12.2B
$7.75 Billion 2.75% of portfolio
563,953
Q2 2023 Reduced 7.92%
$17.6B
$7.45 Billion 2.64% of portfolio
23,954
Q1 2025 Added 2.56%
$3.44T
$6.41 Billion 2.27% of portfolio
31,219
Q2 2025 Reduced 2.73%
$0
$5.35 Billion 1.89% of portfolio
8,656
Q2 2025 Reduced 0.08%
$3.81T
$5.02 Billion 1.78% of portfolio
10,098
Q2 2025 Added 15.99%
$433B
$3.84 Billion 1.36% of portfolio
24,313
Q2 2025 Added 36.4%
$0
$3.77 Billion 1.34% of portfolio
18,416
Q2 2025 Reduced 0.48%
$0
$3.2 Billion 1.13% of portfolio
90,660
Q2 2025 Added 264.7%
$0
$3.17 Billion 1.12% of portfolio
28,784
Q2 2025 Added 0.09%
$2.37T
$3.02 Billion 1.07% of portfolio
13,774
Q2 2025 Added 20.53%
$0
$2.9 Billion 1.03% of portfolio
50,937
Q2 2025 Added 0.66%
$870B
$1.78 Billion 0.63% of portfolio
6,154
Q2 2025 Added 22.71%
$443B
$1.66 Billion 0.59% of portfolio
10,878
Q2 2025 Reduced 17.32%
$7.61B
$1.62 Billion 0.57% of portfolio
12,342
Q2 2025 Added 17.42%
$44.5B
$1.61 Billion 0.57% of portfolio
148,128
Q2 2025 Added 1.0%
$964B
$1.57 Billion 0.56% of portfolio
4,944
Q2 2025 Added 33.66%
$579B
$1.58 Billion 0.56% of portfolio
4,453
Q2 2025 Added 10.99%
$0
$1.4 Billion 0.5% of portfolio
2,536
Q2 2025 Added 0.04%
$1.14T
$1.23 Billion 0.44% of portfolio
6,977
Q2 2025 Added 29.8%
$17.2B
$1.15 Billion 0.41% of portfolio
3,501
Q2 2025 Reduced 6.84%
$173B
$1.15 Billion 0.41% of portfolio
2,175
Q2 2025 Added 2.06%
$1.58T
$1.16 Billion 0.41% of portfolio
1,572
Q2 2025 Added 64.78%
$140B
$1.16 Billion 0.41% of portfolio
5,223
Q2 2025 Added 4.9%
$0
$1.14 Billion 0.4% of portfolio
2,010
Q2 2025 Added 0.2%
$116B
$1.11 Billion 0.39% of portfolio
4,650
Q2 2025 Reduced 7.68%
$93.7B
$1.07 Billion 0.38% of portfolio
1,535
Q2 2025 Added 20.11%
$0
$1.04 Billion 0.37% of portfolio
11,686
Q2 2025 Reduced 4.94%
$622B
$979 Million 0.35% of portfolio
2,015
Q2 2025 Reduced 5.93%
$201B
$981 Million 0.35% of portfolio
954
Q2 2025 Reduced 1.45%
$376B
$952 Million 0.34% of portfolio
5,978
Q2 2025 Reduced 1.95%
$23.3B
$933 Million 0.33% of portfolio
1,574
Q2 2025 Reduced 1.56%
$117B
$900 Million 0.32% of portfolio
3,266
Q2 2025 Added 43.37%
$1.18T
$895 Million 0.32% of portfolio
5,045
Q2 2025 Added 4.89%
$262B
$861 Million 0.3% of portfolio
8,803
Q2 2025 Added 6.75%
$27.5B
$851 Million 0.3% of portfolio
20,272
Q2 2025 Added 93.9%
$142B
$847 Million 0.3% of portfolio
7,637
Q2 2025 Added 12.84%
$537B
$819 Million 0.29% of portfolio
1,457
Q2 2025 Added 13.03%
$0
$815 Million 0.29% of portfolio
8,863
Q2 2025 Reduced 0.57%
$305B
$791 Million 0.28% of portfolio
5,521
Q2 2025 Reduced 7.64%
$220B
$782 Million 0.28% of portfolio
5,750
Q2 2025 Added 6.88%
$68.7B
$793 Million 0.28% of portfolio
27,099
Q2 2025 Reduced 2.72%
$268B
$794 Million 0.28% of portfolio
2,912
Q2 2025 Reduced 22.41%
$149B
$791 Million 0.28% of portfolio
95,312
Q2 2025 Added 24.77%
$3.09B
$775 Million 0.27% of portfolio
14,894
Q2 2025 New
Linde PLC
-
$770 Million 0.27% of portfolio
-
Q2 2025 Reduced 0.3%

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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