Baron Wealth Management LLC
Q2 2025 13F Holdings
- Locationtroy, MI
- Num holdings
246
- Value ($000)
$282,276
- Date Filed07/09/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $52.72M | 19 % | 288,385 | ||
MFS ACTIVE EXCHANGE TRADED F | INTERNATINL ETF | 55286W405 | $26.30M | 9 % | 924,284 | ||
DIVI FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 35473P108 | $24.19M | 9 % | 678,704 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $23.37M | 8 % | 213,802 | ||
RIVN RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | $7.75M | 3 % | 563,953 | ||
SNA SNAP ON INC | COM | 833034101 | $7.45M | 3 % | 23,954 | ||
AAPL APPLE INC | COM | 037833100 | $6.41M | 2 % | 31,219 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.35M | 2 % | 8,656 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.02M | 2 % | 10,098 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.84M | 1 % | 24,313 |
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