Baron Wealth Management LLC
Q3 2025 13F Holdings
- Locationtroy, MI
- Num holdings
248
- Value ($000)
$302,263
- Date Filed10/20/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $55.25 M | 18 % | 284,039 | ||
MFS ACTIVE EXCHANGE TRADED F | INTERNATINL ETF | 55286W405 | $28.27 M | 9 % | 957,013 | ||
DIVI FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 35473P108 | $26.38 M | 9 % | 707,015 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $25.27 M | 8 % | 212,658 | ||
AAPL APPLE INC | COM | 037833100 | $9.11 M | 3 % | 35,779 | ||
SNA SNAP ON INC | COM | 833034101 | $8.30 M | 3 % | 23,954 | ||
RIVN RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | $7.54 M | 3 % | 513,953 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.68 M | 2 % | 8,525 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.83 M | 2 % | 9,326 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $3.98 M | 1 % | 18,465 |
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