Baron Wealth Management LLC Portfolio Holdings

Baron Wealth Management LLC

  • $302 Billion
  • Q3 2025

Baron Wealth Management LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $302 Billion distributed in 248 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $55.2B, Mfs Active Exchange Traded F with a value of $28.3B, Franklin Templeton Libertyq In with a value of $26.4B, Ishares Core S&P Sm Cap ETF with a value of $25.3B, and Apple Inc. with a value of $9.11B.

Examining the 13F form we can see an increase of $20B in the current position value, from $282B to 302B.

Baron Wealth Management LLC is based out at Troy, MI

Below you can find more details about Baron Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $302 Billion
ETFs: $137 Billion
Technology: $32.3 Billion
Consumer Cyclical: $23.5 Billion
Industrials: $22 Billion
Financial Services: $21.7 Billion
Healthcare: $12 Billion
Communication Services: $7.11 Billion
Consumer Defensive: $5.16 Billion
Other: $10.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.3B
$612 Million 0.2% of portfolio
1,803
Q3 2025 Reduced 14.27%
$413B
$597 Million 0.2% of portfolio
11,563
Q3 2025 Added 0.71%
$73.7B
$593 Million 0.2% of portfolio
2,165
Q3 2025 Added 1.26%
$27.7B
$604 Million 0.2% of portfolio
7,159
Q2 2025 Reduced 8.16%
$75.4B
$563 Million 0.19% of portfolio
4,295
Q3 2025 Added 0.82%
$258B
$534 Million 0.18% of portfolio
3,190
Q3 2025 Added 0.92%
$5.23B
$539 Million 0.18% of portfolio
2,456
Q2 2025 Reduced 2.07%
$34B
$550 Million 0.18% of portfolio
47,381
Q3 2025 Added 2.96%
$33.9B
$551 Million 0.18% of portfolio
2,190
Q3 2025 Reduced 2.54%
$33.1B
$532 Million 0.18% of portfolio
21,419
Q3 2025 Added 1.59%
$123B
$548 Million 0.18% of portfolio
1,941
Q3 2025 Reduced 8.4%
$19B
$531 Million 0.18% of portfolio
2,587
Q3 2025 Reduced 12.07%
$28.7B
$547 Million 0.18% of portfolio
9,319
Q2 2025 Reduced 3.92%
$265B
$522 Million 0.17% of portfolio
655
Q3 2025 Added 3.64%
$160B
$518 Million 0.17% of portfolio
2,614
Q3 2025 Reduced 3.26%
$971B
$510 Million 0.17% of portfolio
668
Q3 2025 Added 4.05%
$2.93B
$488 Million 0.16% of portfolio
8,332
Q3 2025 Added 3.17%
$72.3B
$483 Million 0.16% of portfolio
4,321
Q3 2025 Added 3.87%
$57.4B
$484 Million 0.16% of portfolio
758
Q3 2025 Reduced 1.17%
$20.5B
$491 Million 0.16% of portfolio
6,404
Q3 2025 Reduced 2.81%
$36B
$487 Million 0.16% of portfolio
16,927
Q3 2025 Reduced 4.71%
$490B
$476 Million 0.16% of portfolio
4,224
Q3 2025 Added 35.51%
$60.5B
$455 Million 0.15% of portfolio
10,883
Q3 2025 Added 9.03%
$8.39B
$457 Million 0.15% of portfolio
3,597
Q3 2025 Added 2.48%
$128B
$443 Million 0.15% of portfolio
23,039
Q3 2025 Added 2.46%
$65.7B
$462 Million 0.15% of portfolio
5,778
Q3 2025 Added 7.72%
$279B
$460 Million 0.15% of portfolio
1,723
Q3 2025 Reduced 3.47%
$136B
$460 Million 0.15% of portfolio
1,245
Q3 2025 Added 0.89%
$40.4B
$458 Million 0.15% of portfolio
3,614
Q3 2025 Reduced 2.46%
$96.4B
$447 Million 0.15% of portfolio
3,616
Q3 2025 Added 13.14%
$121B
$453 Million 0.15% of portfolio
587
Q3 2025 Added 1.21%
$224B
$466 Million 0.15% of portfolio
1,534
Q3 2025 Reduced 4.36%
$81.8B
$433 Million 0.14% of portfolio
3,937
Q3 2025 Added 2.74%
$35.8B
$423 Million 0.14% of portfolio
1,545
Q3 2025 Added 4.32%
$168B
$426 Million 0.14% of portfolio
5,645
Q3 2025 Reduced 2.66%
$91.4B
$417 Million 0.14% of portfolio
2,688
Q3 2025 Reduced 7.88%
$67.6B
$435 Million 0.14% of portfolio
9,001
Q3 2025 Added 12.39%
$5.65B
$411 Million 0.14% of portfolio
4,389
Q3 2024 Reduced 17.48%
$414B
$412 Million 0.14% of portfolio
1,778
Q3 2025 Added 8.02%
$47.4B
$427 Million 0.14% of portfolio
6,313
Q3 2025 Added 20.85%
$64.9B
$378 Million 0.13% of portfolio
12,141
Q3 2025 Reduced 3.73%
$2.82B
$396 Million 0.13% of portfolio
6,753
Q3 2025 Added 7.98%
$8.35B
$406 Million 0.13% of portfolio
660
Q3 2025 Added 5.26%
$18.4B
$392 Million 0.13% of portfolio
762
Q2 2025 Reduced 17.89%
$9.87B
$399 Million 0.13% of portfolio
2,311
Q2 2025 Reduced 0.09%
$18.7B
$363 Million 0.12% of portfolio
1,578
Q3 2025 Reduced 1.38%
$405B
$355 Million 0.12% of portfolio
367
Q3 2025 Reduced 4.43%
$115B
$361 Million 0.12% of portfolio
737
Q3 2025 Reduced 1.07%
$16.7B
$375 Million 0.12% of portfolio
709
Q3 2025 Added 0.71%

Summary

  • Portfolio
  • No. of Stocks 248
  • Current Value $302 Billion
  • Prior Value $282 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 125 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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