What does Baron Wealth Management LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Baron Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$54M281K16.1%

FRANKLIN TEMPLETON ETF TR

$29M740K8.8%

MFS ACTIVE EXCHANGE TRADED F

$29M974K8.7%

ISHARES TR

$21M172K6.4%

APPLE INC

$14M57K4.3%

SNAP ON INC

$9M24K2.7%

FIRST TR EXCHANGE TRADED FD

$7M188K2.2%

VANGUARD ADMIRAL FDS INC

$6M50K1.9%

STATE STR SPDR S&P 500 ETF T

$6M8K1.6%

RIVIAN AUTOMOTIVE INC

$5M314K1.4%

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