Baron Wealth Management LLC

13F filer · CIK 0001968507

Reported Jul 7, 2026

Net buyer this quarter

13F portfolio value$386MU.S. long equity reported on 13F

Positions27246 new · 21 closed

Net flow last quarter+$9.55MBuys minus sells

Top 10 positions weight15.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 7, 2026272 positions
AAPLApple Inc.	$16M	4.14%	0.00%	-3.0%	Q4 2022
SNASnap-on Inc	$9.84M	2.55%	0.05%	Not reported	Q4 2022
SPYSPDR S&P 500 ETF Trust	$6.32M	1.64%	Not reported	-0.2%	Q4 2022
RIVNRivian Automotive, Inc. / DE	$5.45M	1.41%	0.02%	Not reported	Q4 2022
NVDANvidia Corp	$4.72M	1.22%	0.00%	+3.1%	Q4 2022
MSFTMicrosoft Corp	$3.91M	1.01%	0.00%	+19.7%	Q4 2022
GOOGLAlphabet Inc.	$3.8M	0.98%	0.00%	+3.2%	Q4 2022
AMZNAmazon Com Inc	$3.68M	0.95%	0.00%	+2.7%	Q4 2022
GOOGAlphabet Inc.	$3.06M	0.79%	Not reported	-1.2%	Q4 2022
JNJJohnson & Johnson	$2.94M	0.76%	0.00%	-1.8%	Q4 2022
AVGOBroadcom Inc.	$2.39M	0.62%	0.00%	+9.7%	Q1 2023
JPMJPMorgan Chase & Co	$2.07M	0.54%	0.00%	+2.5%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$1.87M	0.48%	Not reported	Not reported	Q4 2022
BWABorgwarner Inc	$1.79M	0.46%	0.01%	+1.1%	Q4 2022
MUMicron Technology Inc	$1.78M	0.46%	0.00%	-8.1%	Q4 2023
FIVEFive Below, Inc	$1.74M	0.45%	0.02%	-0.2%	Q4 2022
PHParker-Hannifin Corp	$1.73M	0.45%	0.00%	-3.0%	Q4 2022
ADIAnalog Devices Inc	$1.7M	0.44%	0.00%	-4.6%	Q4 2022
CATCaterpillar Inc	$1.63M	0.42%	0.00%	+4.7%	Q4 2022
VVisa Inc.	$1.52M	0.39%	0.00%	+10.5%	Q4 2022
CSCOCisco Systems, Inc.	$1.49M	0.39%	0.00%	+7.2%	Q4 2022
JBLJabil Inc	$1.35M	0.35%	0.00%	-0.7%	Q2 2023
TSLATesla, Inc.	$1.33M	0.34%	0.00%	-3.3%	Q3 2023
SANBanco Santander, S.A.	$1.31M	0.34%	0.00%	+1.5%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.3M	0.34%	0.00%	-1.7%	Q4 2022
WMTWalmart Inc.	$1.29M	0.34%	0.00%	-6.6%	Q4 2022
MSMorgan Stanley	$1.22M	0.32%	0.00%	+1.8%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.19M	0.31%	Not reported	+9.3%	Q4 2022
GILDGilead Sciences, Inc.	$1.13M	0.29%	0.00%	+5.0%	Q4 2024
LLYELI LILLY & Co	$1.13M	0.29%	0.00%	+4.7%	Q3 2023
BCSBarclays PLC	$1.1M	0.28%	0.00%	+15.8%	Q2 2024
PGPROCTER & GAMBLE Co	$1.08M	0.28%	0.00%	+10.8%	Q4 2022
AEISAdvanced Energy Industries Inc	$1.07M	0.28%	0.01%	+0.2%	Q4 2022
CTVACorteva, Inc.	$1.05M	0.27%	0.00%	+3.7%	Q1 2025
GTXGarrett Motion Inc.	$1.04M	0.27%	0.02%	+5.1%	Q1 2025
LINLinde PLC	$1M	0.26%	0.00%	+1.6%	Q4 2022
METAMeta Platforms, Inc.	$1M	0.26%	Not reported	-12.0%	Q1 2023
NWGNatWest Group plc	$973K	0.25%	Not reported	+14.8%	Q2 2024
LOWLowes Companies Inc	$966K	0.25%	0.00%	-6.9%	Q4 2022
FASTFastenal Co	$962K	0.25%	0.00%	-0.2%	Q4 2022
USBUS Bancorp \de\	$951K	0.25%	0.00%	+17.0%	Q4 2023
MOAltria Group, Inc.	$930K	0.24%	0.00%	+13.3%	Q3 2024
ABBVAbbVie Inc.	$861K	0.22%	0.00%	-1.4%	Q4 2022
DBDeutsche Bank Aktiengesellschaft	$843K	0.22%	0.00%	+0.4%	Q3 2024
SPGIS&P Global Inc.	$833K	0.22%	0.00%	+10.0%	Q4 2022
MAMastercard Inc	$828K	0.21%	0.00%	+18.6%	Q4 2022
UNHUnitedhealth Group Inc	$813K	0.21%	0.00%	+38.1%	Q4 2022
CLColgate Palmolive Co	$812K	0.21%	0.00%	+29.1%	Q3 2024
ODFLOld Dominion Freight Line, Inc.	$804K	0.21%	0.00%	+19.6%	Q1 2025
AMGNAmgen Inc	$791K	0.21%	0.00%	-1.8%	Q3 2025

Q1 2026Reported Apr 16, 2026247 positions
AAPLApple Inc.	$14.4M	4.31%	0.00%	+55.0%	Q4 2022
SNASnap-on Inc	$8.88M	2.66%	0.05%	+2.1%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$5.52M	1.65%	Not reported	-0.6%	Q4 2022
RIVNRivian Automotive, Inc. / DE	$4.72M	1.41%	0.02%	Not reported	Q4 2022
NVDANvidia Corp	$3.99M	1.19%	0.00%	-3.5%	Q4 2022
MSFTMicrosoft Corp	$3.24M	0.97%	0.00%	-11.3%	Q4 2022
AMZNAmazon Com Inc	$3.13M	0.94%	0.00%	+4.0%	Q4 2022
GOOGLAlphabet Inc.	$2.96M	0.89%	0.00%	+47.8%	Q4 2022
JNJJohnson & Johnson	$2.88M	0.86%	0.00%	+2.3%	Q4 2022
GOOGAlphabet Inc.	$2.52M	0.75%	Not reported	+87.5%	Q4 2022
FIVEFive Below, Inc	$2.22M	0.66%	0.02%	-5.7%	Q4 2022
JPMJPMorgan Chase & Co	$1.81M	0.54%	0.00%	-4.0%	Q4 2022
AVGOBroadcom Inc.	$1.79M	0.53%	0.00%	+2.4%	Q1 2023
PHParker-Hannifin Corp	$1.63M	0.49%	0.00%	+2.2%	Q4 2022
WMTWalmart Inc.	$1.52M	0.45%	0.00%	-4.2%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$1.46M	0.44%	Not reported	Not reported	Q4 2022
BWABorgwarner Inc	$1.44M	0.43%	0.01%	+2.9%	Q4 2022
ADIAnalog Devices Inc	$1.43M	0.43%	0.00%	-4.8%	Q4 2022
TSLATesla, Inc.	$1.21M	0.36%	0.00%	+4.7%	Q3 2023
VVisa Inc.	$1.21M	0.36%	0.00%	-3.1%	Q4 2022
GILDGilead Sciences, Inc.	$1.19M	0.36%	0.00%	+1.6%	Q4 2024
METAMeta Platforms, Inc.	$1.15M	0.35%	Not reported	+28.6%	Q1 2023
NFLXNetflix Inc	$1.14M	0.34%	0.00%	-5.8%	Q2 2023
LOWLowes Companies Inc	$1.11M	0.33%	0.00%	-17.0%	Q4 2022
SANBanco Santander, S.A.	$1.05M	0.31%	0.00%	+1.3%	Q1 2023
BRK.BBerkshire Hathaway Inc	$1.05M	0.31%	Not reported	+7.3%	Q4 2022
CATCaterpillar Inc	$1.03M	0.31%	0.00%	+2.1%	Q4 2022
CTVACorteva, Inc.	$1M	0.30%	0.00%	+37.7%	Q1 2025
PGPROCTER & GAMBLE Co	$960K	0.29%	0.00%	+13.5%	Q4 2022
MSMorgan Stanley	$941K	0.28%	0.00%	-2.5%	Q4 2022
LINLinde PLC	$940K	0.28%	0.00%	+25.9%	Q4 2022
JBLJabil Inc	$938K	0.28%	0.00%	-0.6%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$937K	0.28%	0.00%	-3.9%	Q4 2022
FASTFastenal Co	$931K	0.28%	0.00%	-1.0%	Q4 2022
AEISAdvanced Energy Industries Inc	$929K	0.28%	0.01%	0.0%	Q4 2022
CSCOCisco Systems, Inc.	$916K	0.27%	0.00%	+5.5%	Q4 2022
RRRRed Rock Resorts, Inc.	$839K	0.25%	Not reported	+3.0%	Q2 2025
XOMExxonMobil Holdings Corp	$830K	0.25%	0.00%	-3.9%	Q1 2024
LLYELI LILLY & Co	$827K	0.25%	0.00%	+7.3%	Q3 2023
SPGIS&P Global Inc.	$791K	0.24%	0.00%	+0.7%	Q4 2022
AMGNAmgen Inc	$783K	0.23%	0.00%	+17.3%	Q3 2025
SUSuncor Energy Inc	$769K	0.23%	0.00%	+2.6%	Q2 2025
VODVodafone Group Public Ltd Co	$758K	0.23%	0.00%	+3.5%	Q3 2024
ABBVAbbVie Inc.	$755K	0.23%	0.00%	+42.1%	Q4 2022
MOAltria Group, Inc.	$753K	0.23%	0.00%	+11.1%	Q3 2024
BCSBarclays PLC	$747K	0.22%	0.00%	-7.8%	Q2 2024
DBDeutsche Bank Aktiengesellschaft	$740K	0.22%	0.00%	-9.4%	Q3 2024
NWGNatWest Group plc	$716K	0.21%	Not reported	-1.0%	Q2 2024
WFCWells Fargo & Company	$703K	0.21%	0.00%	-11.4%	Q4 2022
USBUS Bancorp \de\	$700K	0.21%	0.00%	+3.6%	Q4 2023

Q4 2025Reported Jan 14, 2026228 positions
AAPLApple Inc.	$9.97M	3.07%	0.00%	+2.5%	Q4 2022
SNASnap-on Inc	$8.25M	2.54%	0.05%	Not reported	Q4 2022
RIVNRivian Automotive, Inc. / DE	$6.19M	1.91%	0.03%	-38.9%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$5.82M	1.79%	Not reported	+0.1%	Q4 2022
MSFTMicrosoft Corp	$4.77M	1.47%	0.00%	+5.8%	Q4 2022
NVDANvidia Corp	$4.42M	1.36%	0.00%	+11.5%	Q4 2022
AMZNAmazon Com Inc	$3.33M	1.03%	0.00%	+11.7%	Q4 2022
JNJJohnson & Johnson	$2.38M	0.73%	0.00%	+0.9%	Q4 2022
GOOGLAlphabet Inc.	$2.18M	0.67%	0.00%	+4.8%	Q4 2022
JPMJPMorgan Chase & Co	$2.07M	0.64%	0.00%	+1.5%	Q4 2022
AVGOBroadcom Inc.	$1.95M	0.60%	0.00%	+56.0%	Q1 2023
FIVEFive Below, Inc	$1.94M	0.60%	0.02%	-16.5%	Q4 2022
PHParker-Hannifin Corp	$1.57M	0.48%	0.00%	+11.6%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$1.56M	0.48%	Not reported	0.0%	Q4 2022
GOOGAlphabet Inc.	$1.47M	0.45%	Not reported	+1.8%	Q4 2022
VVisa Inc.	$1.45M	0.45%	0.00%	-0.4%	Q4 2022
FFord Motor Co	$1.44M	0.44%	0.00%	-4.4%	Q4 2022
WMTWalmart Inc.	$1.42M	0.44%	0.00%	+37.1%	Q4 2022
TSLATesla, Inc.	$1.4M	0.43%	0.00%	-17.2%	Q3 2023
LOWLowes Companies Inc	$1.37M	0.42%	0.00%	+8.0%	Q4 2022
ADIAnalog Devices Inc	$1.28M	0.39%	0.00%	+1.0%	Q4 2022
NFLXNetflix Inc	$1.18M	0.36%	0.00%	+0.4%	Q2 2023
BWABorgwarner Inc	$1.16M	0.36%	0.01%	+11.8%	Q4 2022
SANBanco Santander, S.A.	$1.08M	0.33%	0.00%	-6.2%	Q1 2023
DBDeutsche Bank Aktiengesellschaft	$1.06M	0.33%	0.00%	+0.1%	Q3 2024
MSMorgan Stanley	$1.04M	0.32%	0.00%	+11.4%	Q4 2022
METAMeta Platforms, Inc.	$1.03M	0.32%	Not reported	-5.2%	Q1 2023
GILDGilead Sciences, Inc.	$1.03M	0.32%	0.00%	+3.7%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.02M	0.31%	Not reported	+6.8%	Q4 2022
BCSBarclays PLC	$974K	0.30%	0.00%	+11.2%	Q2 2024
SPGIS&P Global Inc.	$966K	0.30%	0.00%	-3.2%	Q4 2022
RRRRed Rock Resorts, Inc.	$946K	0.29%	Not reported	+1.0%	Q2 2025
WFCWells Fargo & Company	$929K	0.29%	0.00%	+8.9%	Q4 2022
LLYELI LILLY & Co	$901K	0.28%	0.00%	+25.5%	Q3 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$877K	0.27%	0.00%	+7.8%	Q4 2022
CSCOCisco Systems, Inc.	$862K	0.27%	0.00%	+8.2%	Q4 2022
MAMastercard Inc	$850K	0.26%	0.00%	Not reported	Q4 2022
NWGNatWest Group plc	$850K	0.26%	Not reported	+9.5%	Q2 2024
CVXChevron Corp	$846K	0.26%	0.00%	-2.6%	Q4 2022
PGPROCTER & GAMBLE Co	$839K	0.26%	0.00%	-1.0%	Q4 2022
HEIHeico Corp	$820K	0.25%	0.00%	-0.2%	Q4 2022
CATCaterpillar Inc	$819K	0.25%	0.00%	+6.2%	Q4 2022
FASTFastenal Co	$813K	0.25%	0.00%	-0.1%	Q4 2022
JBLJabil Inc	$810K	0.25%	0.00%	-1.1%	Q2 2023
ABTAbbott Laboratories	$719K	0.22%	0.00%	+13.1%	Q3 2024
USBUS Bancorp \de\	$694K	0.21%	0.00%	+44.4%	Q4 2023
TRVTravelers Companies, Inc.	$693K	0.21%	0.00%	+0.2%	Q1 2024
DHRDanaher Corp	$691K	0.21%	0.00%	+15.5%	Q4 2022
UNHUnitedhealth Group Inc	$685K	0.21%	0.00%	+7.6%	Q4 2022
BACBank of America Corp	$682K	0.21%	0.00%	+7.2%	Q4 2024

Q3 2025Reported Oct 20, 2025221 positions
AAPLApple Inc.	$9.11M	3.01%	0.00%	+14.6%	Q4 2022
SNASnap-on Inc	$8.3M	2.75%	0.05%	Not reported	Q4 2022
RIVNRivian Automotive, Inc. / DE	$7.54M	2.50%	0.04%	-8.9%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$5.68M	1.88%	Not reported	-1.5%	Q4 2022
MSFTMicrosoft Corp	$4.83M	1.60%	0.00%	-7.7%	Q4 2022
NVDANvidia Corp	$3.97M	1.31%	0.00%	-12.5%	Q4 2022
AMZNAmazon Com Inc	$2.84M	0.94%	0.00%	-6.1%	Q4 2022
JNJJohnson & Johnson	$2.11M	0.70%	0.00%	+4.8%	Q4 2022
JPMJPMorgan Chase & Co	$2M	0.66%	0.00%	+2.8%	Q4 2022
FIVEFive Below, Inc	$1.91M	0.63%	0.02%	Not reported	Q4 2022
TSLATesla, Inc.	$1.67M	0.55%	0.00%	-24.0%	Q3 2023
GOOGLAlphabet Inc.	$1.62M	0.53%	0.00%	-4.7%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$1.52M	0.50%	Not reported	0.0%	Q4 2022
NFLXNetflix Inc	$1.5M	0.50%	0.00%	-6.3%	Q2 2023
VVisa Inc.	$1.41M	0.47%	0.00%	-7.0%	Q4 2022
FFord Motor Co	$1.37M	0.45%	0.00%	-22.5%	Q4 2022
LOWLowes Companies Inc	$1.32M	0.44%	0.00%	+0.5%	Q4 2022
METAMeta Platforms, Inc.	$1.21M	0.40%	Not reported	+5.2%	Q1 2023
PHParker-Hannifin Corp	$1.21M	0.40%	0.00%	+4.2%	Q4 2022
AVGOBroadcom Inc.	$1.19M	0.39%	0.00%	+10.7%	Q1 2023
ADIAnalog Devices Inc	$1.15M	0.38%	0.00%	+0.2%	Q4 2022
GOOGAlphabet Inc.	$1.12M	0.37%	Not reported	-8.9%	Q4 2022
SANBanco Santander, S.A.	$1.03M	0.34%	0.00%	+3.0%	Q1 2023
BWABorgwarner Inc	$1.02M	0.34%	0.01%	+6.2%	Q4 2022
FASTFastenal Co	$994K	0.33%	0.00%	0.0%	Q4 2022
DBDeutsche Bank Aktiengesellschaft	$970K	0.32%	0.00%	+1.1%	Q3 2024
WMTWalmart Inc.	$960K	0.32%	0.00%	+5.9%	Q4 2022
BRK.BBerkshire Hathaway Inc	$957K	0.32%	Not reported	-5.6%	Q4 2022
SPGIS&P Global Inc.	$929K	0.31%	0.00%	-12.2%	Q4 2022
RRRRed Rock Resorts, Inc.	$923K	0.31%	Not reported	+1.5%	Q2 2025
PGPROCTER & GAMBLE Co	$909K	0.30%	0.00%	-1.1%	Q4 2022
GILDGilead Sciences, Inc.	$899K	0.30%	0.00%	+6.0%	Q4 2024
CVXChevron Corp	$885K	0.29%	0.00%	+3.2%	Q4 2022
MAMastercard Inc	$847K	0.28%	0.00%	+2.1%	Q4 2022
MSMorgan Stanley	$837K	0.28%	0.00%	+1.0%	Q4 2022
TYLTyler Technologies Inc	$827K	0.27%	0.00%	+0.4%	Q4 2022
HEIHeico Corp	$820K	0.27%	0.00%	-27.5%	Q4 2022
JBLJabil Inc	$780K	0.26%	0.00%	+1.9%	Q2 2023
WFCWells Fargo & Company	$767K	0.25%	0.00%	+9.1%	Q4 2022
LINLinde PLC	$763K	0.25%	0.00%	-2.1%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$748K	0.25%	0.00%	-2.0%	Q4 2022
VEEVVeeva Systems Inc	$729K	0.24%	0.00%	+1.8%	Q4 2022
BCSBarclays PLC	$712K	0.24%	0.00%	+4.5%	Q2 2024
CSCOCisco Systems, Inc.	$708K	0.23%	0.00%	+1.4%	Q4 2022
PENNPENN Entertainment, Inc.	$700K	0.23%	0.02%	Not reported	Q2 2025
NOWServiceNow, Inc.	$687K	0.23%	0.00%	-21.7%	Q4 2022
ABTAbbott Laboratories	$679K	0.22%	0.00%	-11.8%	Q3 2024
MOAltria Group, Inc.	$678K	0.22%	0.00%	+6.5%	Q3 2024
CRMSalesforce, Inc.	$675K	0.22%	0.00%	-2.1%	Q4 2022
UNHUnitedhealth Group Inc	$666K	0.22%	0.00%	+90.3%	Q4 2022

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