Baron Wealth Management LLC: 13F holdings
CIK 19685072026Q2
| Positions | 304 |
|---|
| Reported value | $385.7m |
|---|
| Filed | 2026-07-07 |
|---|
Change since last quarter
| Positions | 304 (+25 vs prior quarter) |
|---|
| Reported value | $385.7m (+15.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QUAL ISHARES TR | 281,840 | $61.8m | 16.0% |
| MFSI MFS ACTIVE EXCHANGE TRADED F | 993,624 | $32.3m | 8.4% |
| DIVI FRANKLIN TEMPLETON ETF TR | 748,975 | $32.0m | 8.3% |
| IJR ISHARES TR | 161,676 | $24.0m | 6.2% |
| AAPL APPLE INC | 55,142 | $16.0m | 4.1% |
| SNA SNAP ON INC | 24,447 | $9.8m | 2.6% |
| SDVY FIRST TR EXCHANGE TRADED FD | 213,371 | $9.2m | 2.4% |
| IVOG VANGUARD ADMIRAL FDS INC | 59,722 | $8.7m | 2.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 8,466 | $6.3m | 1.6% |
| RIVN RIVIAN AUTOMOTIVE INC | 313,953 | $5.4m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1968507")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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