Baron Wealth Management LLC
Q1 2025 13F Holdings
- Locationtroy, MI
- Num holdings
210
- Value ($000)
$227,601
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001968507
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $50.27M | 22 % | 294,144 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $23.94M | 11 % | 228,959 | ||
MFS ACTIVE EXCHANGE TRADED F | INTERNATINL ETF | 55286W405 | $12.04M | 5 % | 468,096 | ||
DIVI FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 35473P108 | $11.42M | 5 % | 350,267 | ||
SNA SNAP ON INC | COM | 833034101 | $8.07M | 4 % | 23,954 | ||
AAPL APPLE INC | COM | 037833100 | $7.13M | 3 % | 32,095 | ||
RIVN RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | $7.02M | 3 % | 563,953 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.85M | 2 % | 8,663 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $3.59M | 2 % | 18,505 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.27M | 1 % | 8,706 |
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