Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Baron Wealth Management LLC (CIK 1968507) reported $334.4M across 279 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QUAL ($53.8M, 16.10%), DIVI ($29.4M, 8.81%), MFSI ($29.0M, 8.66%), IJR ($21.4M, 6.40%), AAPL ($14.4M, 4.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | $53.8M | 16.10% | 280,742 | Trimmed |
| 2 | DIVI | FRANKLIN TEMPLETON ETF TR | $29.4M | 8.81% | 739,650 | Added |
| 3 | MFSI | MFS ACTIVE EXCHANGE TRADED F | $29.0M | 8.66% | 974,446 | Trimmed |
| 4 | IJR | ISHARES TR | $21.4M | 6.40% | 172,228 | Trimmed |
| 5 | AAPL | APPLE INC | $14.4M | 4.31% | 56,850 | Added |
| 6 | SNA | SNAP ON INC | $8.9M | 2.66% | 24,447 | Added |
| 7 | SDVY | FIRST TR EXCHANGE TRADED FD | $7.4M | 2.22% | 187,931 | Added |
| 8 | IVOG | VANGUARD ADMIRAL FDS INC | $6.3M | 1.88% | 50,414 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $5.5M | 1.65% | 8,481 | Trimmed |
| 10 | RIVN | RIVIAN AUTOMOTIVE INC | $4.7M | 1.41% | 313,953 | Hold |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $4.2M | 1.26% | 19,665 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $4.0M | 1.19% | 22,887 | Trimmed |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $3.3M | 0.99% | 51,567 | Added |
| 14 | MSFT | MICROSOFT CORP | $3.2M | 0.97% | 8,753 | Trimmed |
| 15 | IVW | ISHARES TR | $3.2M | 0.96% | 28,485 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $3.1M | 0.94% | 15,028 | Added |
| 17 | GOOGL | ALPHABET INC | $3.0M | 0.89% | 10,297 | Added |
| 18 | JNJ | JOHNSON & JOHNSON | $2.9M | 0.86% | 11,773 | Added |
| 19 | GOOG | ALPHABET INC | $2.5M | 0.75% | 8,769 | Added |
| 20 | FIVE | FIVE BELOW INC | $2.2M | 0.66% | 9,722 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $1.8M | 0.54% | 6,160 | Trimmed |
| 22 | AVGO | BROADCOM INC | $1.8M | 0.53% | 5,775 | Added |
| 23 | PH | PARKER-HANNIFIN CORP | $1.6M | 0.49% | 1,823 | Added |
| 24 | FELG | FIDELITY COVINGTON TRUST | $1.6M | 0.47% | 41,908 | Added |
| 25 | WMT | WALMART INC | $1.5M | 0.45% | 12,242 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31