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Baron Wealth Management LLC
Period ended Sep 30, 2026 · Latest filing Oct 27, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $388,819,361
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · MSCI USA QLT FCT · 46432F339 · shares: $62,435,405
- MFS ACTIVE EXCHANGE TRADED F · INTERNATINL ETF · 55286W405 · shares: $32,423,586
- FRANKLIN TEMPLETON ETF TR · INTL COR DIV TIL · 35473P108 · shares: $32,312,221
- ISHARES TR · CORE S&P SCP ETF · 464287804 · shares: $21,941,893
- APPLE INC · COM · 037833100 · shares: $18,763,879
- SNAP ON INC · COM · 833034101 · shares: $8,882,655
- FIRST TR EXCHANGE TRADED FD · SMID RISNG ETF · 33741X102 · shares: $8,597,405
- VANGUARD ADMIRAL FDS INC · MIDCP 400 GRTH · 921932869 · shares: $8,405,148
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $6,462,008
- MICROSOFT CORP · COM · 594918104 · shares: $5,660,168
Reported holdings
306 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| INNOVAGE HLDG CORP | COM | 45784A104 | — | 12,949 shares | $113,951 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 | — | 19,973 shares | $112,450 |
| INFORMATION SVCS GROUP INC | COM | 45675Y104 | — | 17,032 shares | $94,187 |
| AMERICAN COASTAL INS CORP | COM | 910710102 | — | 10,214 shares | $92,335 |
| MELCO RESORTS AND ENTMNT LTD | ADR | 585464100 | — | 16,975 shares | $76,048 |
| TABOOLA.COM LTD | ORD SHS | M8744T106 | — | 13,279 shares | $44,617 |