13F Insight
DOSSIER · 13F-HR · Q2 2026

Baron Wealth Management LLC

$386M in tracked AUM across 304 positions as of Q2 2026.

BW
CIK 0001968507 · last filed Jun 30, 2026
Total AUM
$386M
as of Q2 2026
Holdings
304
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Baron Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QUAL
ISHARES TR
$62M282K16.0%02
MFSI
MFS ACTIVE EXCHANGE TRADED F
$32M994K8.4%03
DIVI
FRANKLIN TEMPLETON ETF TR
$32M749K8.3%04
IJR
ISHARES TR
$24M162K6.2%05
AAPL
APPLE INC
$16M55K4.1%06
SNA
SNAP ON INC
$10M24K2.6%07
SDVY
FIRST TR EXCHANGE TRADED FD
$9M213K2.4%08
IVOG
VANGUARD ADMIRAL FDS INC
$9M60K2.3%09
SPY
STATE STR SPDR S&P 500 ETF T
$6M8K1.6%10
RIVN
RIVIAN AUTOMOTIVE INC
$5M314K1.4%

Filing history

2026Q2Jun 30
$386M▲ 15.3%
304 positionsView →2026Q1Mar 31
$334M▲ 3.1%
279 positionsView →2025Q4Dec 31
$324M▲ 7.3%
259 positionsView →2025Q3Sep 30
$302M▲ 7.1%
248 positionsView →2025Q2Jun 30
$282M▲ 24.0%
246 positionsLocked2025Q1Mar 31
$228M▲ 7.1%
210 positionsLocked2024Q4Dec 31
$212M▲ 2.3%
193 positionsLocked2024Q3Sep 30
$208M▲ 7.7%
204 positionsLocked2024Q2Jun 30
$193M▲ 2.4%
183 positionsLocked2024Q1Mar 31
$188M▲ 3.2%
181 positionsLocked2023Q4Dec 31
$183M▲ 16.6%
178 positionsLocked2023Q3Sep 30
$157M▼ 0.6%
139 positionsLocked
Showing 12 of 15