Baron Wealth Management LLC

Q4 2024 13F Holdings

  • Location
    troy, MI
  • Num holdings

    193

  • Value ($000)

    $212,492

  • Date Filed
    01/23/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
$54.05 M
25 %

303,537

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$26.60 M
13 %

230,855

SNA
SNA

SNAP ON INC

COM
$7.93 M
4 %

23,355

AAPL
AAPL

APPLE INC

COM
$7.74 M
4 %

30,924

RIVN
RIVN

RIVIAN AUTOMOTIVE INC

COM CL A
$7.50 M
4 %

563,953

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$5.08 M
2 %

8,663

MSFT
MSFT

MICROSOFT CORP

COM
$3.71 M
2 %

8,814

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$3.62 M
2 %

18,476

IWD
IWD

ISHARES TR

RUS 1000 VAL ETF
$3.45 M
2 %

18,641

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$3.32 M
2 %

69,472

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