Baron Wealth Management LLC 13F Holdings · Q2 2026
Baron Wealth Management LLC reported 304 securities worth $385.67M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: QUAL (16.04%), MFSI (8.37%), DIVI (8.30%). Among its top 25 positions this quarter: 16 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | $61.8M | 16.04% | 281,840 | Added |
| 2 | MFSI | MFS ACTIVE EXCHANGE TRADED F | $32.3M | 8.37% | 993,624 | Added |
| 3 | DIVI | FRANKLIN TEMPLETON ETF TR | $32.0M | 8.30% | 748,975 | Added |
| 4 | IJR | ISHARES TR | $24.0M | 6.22% | 161,676 | Trimmed |
| 5 | AAPL | APPLE INC | $16.0M | 4.14% | 55,142 | Trimmed |
| 6 | SNA | SNAP ON INC | $9.8M | 2.55% | 24,447 | Hold |
| 7 | SDVY | FIRST TR EXCHANGE TRADED FD | $9.2M | 2.39% | 213,371 | Added |
| 8 | IVOG | VANGUARD ADMIRAL FDS INC | $8.7M | 2.27% | 59,722 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $6.3M | 1.64% | 8,466 | Trimmed |
| 10 | RIVN | RIVIAN AUTOMOTIVE INC | $5.4M | 1.41% | 313,953 | Hold |
| 11 | NVDA | NVIDIA CORPORATION | $4.7M | 1.22% | 23,604 | Added |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $4.7M | 1.21% | 19,686 | Added |
| 13 | IVW | ISHARES TR | $3.9M | 1.02% | 28,624 | Added |
| 14 | MSFT | MICROSOFT CORP | $3.9M | 1.01% | 10,478 | Added |
| 15 | GOOGL | ALPHABET INC | $3.8M | 0.98% | 10,626 | Added |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $3.7M | 0.96% | 51,693 | Added |
| 17 | AMZN | AMAZON COM INC | $3.7M | 0.95% | 15,434 | Added |
| 18 | GOOG | ALPHABET INC | $3.1M | 0.79% | 8,661 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON | $2.9M | 0.76% | 11,563 | Trimmed |
| 20 | FELG | FIDELITY COVINGTON TRUST | $2.5M | 0.66% | 57,851 | Added |
| 21 | AVGO | BROADCOM INC | $2.4M | 0.62% | 6,333 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $2.1M | 0.54% | 6,315 | Added |
| 23 | QQQ | INVESCO QQQ TR | $1.9M | 0.48% | 2,538 | Hold |
| 24 | BWA | BORGWARNER INC | $1.8M | 0.46% | 26,894 | Added |
| 25 | MU | MICRON TECHNOLOGY INC | $1.8M | 0.46% | 1,541 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR