Baron Wealth Management LLC

Q3 2025 13F Holdings

  • Location
    troy, MI
  • Num holdings

    248

  • Value ($000)

    $302,263

  • Date Filed
    10/20/2025
  • Form type
    13F-HR
  • CIK
    0001968507
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$55.25M
18 %

284,039

---

MFS ACTIVE EXCHANGE TRADED F

INTERNATINL ETF
55286W405
$28.27M
9 %

957,013

D
DIVI

FRANKLIN TEMPLETON ETF TR

INTL COR DIV TIL
35473P108
$26.38M
9 %

707,015

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$25.27M
8 %

212,658

A
AAPL

APPLE INC

COM
037833100
$9.11M
3 %

35,779

S
SNA

SNAP ON INC

COM
833034101
$8.30M
3 %

23,954

R
RIVN

RIVIAN AUTOMOTIVE INC

COM CL A
76954A103
$7.54M
3 %

513,953

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$5.68M
2 %

8,525

M
MSFT

MICROSOFT CORP

COM
594918104
$4.83M
2 %

9,326

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$3.98M
1 %

18,465

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 248