Baron Wealth Management LLC
Q4 2025 13F Holdings
- Locationtroy, MI
- Num holdings
259
- Value ($000)
$324,503
- Date Filed01/14/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
Q ISHARES TR | MSCI USA QLT FCT | 46432F339 | $56.53M | 17 % | 284,589 | ||
MFS ACTIVE EXCHANGE TRADED F | INTERNATINL ETF | 55286W405 | $29.78M | 9 % | 978,004 | ||
D FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 35473P108 | $28.27M | 9 % | 726,946 | ||
I ISHARES TR | CORE S&P SCP ETF | 464287804 | $22.93M | 7 % | 190,826 | ||
A APPLE INC | COM | 037833100 | $9.97M | 3 % | 36,675 | ||
S SNAP ON INC | COM | 833034101 | $8.25M | 3 % | 23,954 | ||
S FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $6.36M | 2 % | 165,869 | ||
R RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | $6.19M | 2 % | 313,953 | ||
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.82M | 2 % | 8,536 | ||
M MICROSOFT CORP | COM | 594918104 | $4.77M | 2 % | 9,864 |
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