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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$55.2 Billion 18.28% of portfolio
284,039
Q3 2025 Reduced 1.51%
Mfs Active Exchange Traded F
-
$28.3 Billion 9.35% of portfolio
-
Q3 2025 Added 3.54%
$0
$26.4 Billion 8.73% of portfolio
707,015
Q3 2025 Added 4.17%
$0
$25.3 Billion 8.36% of portfolio
212,658
Q3 2025 Reduced 0.54%
$4.22T
$9.11 Billion 3.01% of portfolio
35,779
Q3 2025 Added 14.61%
$18.4B
$8.3 Billion 2.75% of portfolio
23,954
Q1 2025 Added 2.56%
$11.7B
$7.54 Billion 2.5% of portfolio
513,953
Q3 2025 Reduced 8.87%
$0
$5.68 Billion 1.88% of portfolio
8,525
Q3 2025 Reduced 1.51%
$3.86T
$4.83 Billion 1.6% of portfolio
9,326
Q3 2025 Reduced 7.65%
$0
$3.98 Billion 1.32% of portfolio
18,465
Q3 2025 Added 0.27%
$451B
$3.97 Billion 1.31% of portfolio
21,277
Q3 2025 Reduced 12.49%
$0
$3.68 Billion 1.22% of portfolio
96,835
Q3 2025 Added 6.81%
$0
$3.48 Billion 1.15% of portfolio
28,809
Q3 2025 Added 0.09%
$0
$3.06 Billion 1.01% of portfolio
51,118
Q3 2025 Added 0.36%
$2.26T
$2.84 Billion 0.94% of portfolio
12,935
Q3 2025 Reduced 6.09%
$502B
$2.11 Billion 0.7% of portfolio
11,403
Q3 2025 Added 4.83%
$8.67B
$1.91 Billion 0.63% of portfolio
12,342
Q2 2025 Added 17.42%
$1.4T
$1.67 Billion 0.55% of portfolio
3,759
Q3 2025 Reduced 23.97%
$1.5T
$1.62 Billion 0.53% of portfolio
6,646
Q3 2025 Reduced 4.74%
$0
$1.52 Billion 0.5% of portfolio
2,537
Q3 2025 Added 0.04%
$552B
$1.5 Billion 0.5% of portfolio
1,249
Q3 2025 Reduced 6.3%
$568B
$1.41 Billion 0.47% of portfolio
4,140
Q3 2025 Reduced 7.03%
$49.6B
$1.37 Billion 0.45% of portfolio
114,780
Q3 2025 Reduced 22.51%
$152B
$1.32 Billion 0.44% of portfolio
5,249
Q3 2025 Added 0.5%
$0
$1.25 Billion 0.41% of portfolio
2,047
Q3 2025 Added 1.84%
$1.65T
$1.21 Billion 0.4% of portfolio
1,654
Q3 2025 Added 5.22%
$97.4B
$1.21 Billion 0.4% of portfolio
1,599
Q3 2025 Added 4.17%
$139B
$1.19 Billion 0.39% of portfolio
3,616
Q3 2025 Added 10.72%
$127B
$1.15 Billion 0.38% of portfolio
4,661
Q3 2025 Added 0.24%
$1.53T
$1.12 Billion 0.37% of portfolio
4,594
Q3 2025 Reduced 8.94%
$0
$1.09 Billion 0.36% of portfolio
11,686
Q2 2025 Reduced 4.94%
$10.3B
$1.02 Billion 0.34% of portfolio
23,111
Q3 2025 Added 6.24%
$162B
$1.03 Billion 0.34% of portfolio
98,158
Q3 2025 Added 2.99%
$24.8B
$994 Million 0.33% of portfolio
20,273
Q3 2025 Added 0.0%
$288B
$960 Million 0.32% of portfolio
9,319
Q3 2025 Added 5.86%
$67.6B
$970 Million 0.32% of portfolio
27,401
Q3 2025 Added 1.11%
$646B
$957 Million 0.32% of portfolio
1,903
Q3 2025 Reduced 5.56%
$158B
$929 Million 0.31% of portfolio
1,909
Q3 2025 Reduced 12.23%
$3.47B
$923 Million 0.31% of portfolio
15,112
Q3 2025 Added 1.46%
$156B
$899 Million 0.3% of portfolio
8,096
Q3 2025 Added 6.01%
$359B
$909 Million 0.3% of portfolio
5,915
Q3 2025 Reduced 1.05%
$301B
$885 Million 0.29% of portfolio
5,698
Q3 2025 Added 3.21%
$546B
$847 Million 0.28% of portfolio
1,488
Q3 2025 Added 2.13%
$270B
$837 Million 0.28% of portfolio
5,266
Q3 2025 Added 0.96%
$0
$858 Million 0.28% of portfolio
8,889
Q3 2025 Added 0.29%
$21.6B
$827 Million 0.27% of portfolio
1,581
Q3 2025 Added 0.44%
$17.2B
$820 Million 0.27% of portfolio
2,539
Q3 2025 Reduced 27.48%
$0
$791 Million 0.26% of portfolio
3,269
Q3 2025 Added 0.28%
$27.1B
$780 Million 0.26% of portfolio
3,591
Q3 2025 Added 1.87%

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
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