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Baron Wealth Management LLC

Q1 2026 13F Holdings

  • Location
    troy, MI
  • Num holdings

    279

  • Value ($000)

    $334,413

  • Date Filed
    04/16/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$53.85M
16 %

280,742

D
DIVI

FRANKLIN TEMPLETON ETF TR

INTL COR DIV TIL
35473P108
$29.45M
9 %

739,650

---

MFS ACTIVE EXCHANGE TRADED F

INTERNATINL ETF
55286W405
$28.96M
9 %

974,446

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$21.41M
6 %

172,228

A
AAPL

APPLE INC

COM
037833100
$14.43M
4 %

56,850

S
SNA

SNAP ON INC

COM
833034101
$8.88M
3 %

24,447

S
SDVY

FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF
33741X102
$7.41M
2 %

187,931

I
IVOG

VANGUARD ADMIRAL FDS INC

MIDCP 400 GRTH
921932869
$6.3M
2 %

50,414

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$5.52M
2 %

8,481

R
RIVN

RIVIAN AUTOMOTIVE INC

COM CL A
76954A103
$4.72M
1 %

313,953

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