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
