Baron Wealth Management LLC Portfolio Holdings

Baron Wealth Management LLC

  • $325 Billion
  • Q4 2025

Baron Wealth Management LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $325 Billion distributed in 259 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 $56.5B, Mfs Active Exchange Traded F with a value of $29.8B, Franklin Templeton Libertyq In with a value of $28.3B, Ishares Core S&P Sm Cap ETF with a value of $22.9B, and Apple Inc. with a value of $9.97B.

Examining the 13F form we can see an increase of $22.2B in the current position value, from $302B to 325B.

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 $325 Billion
ETFs: $147 Billion
Technology: $34.2 Billion
Financial Services: $24.9 Billion
Consumer Cyclical: $23.7 Billion
Industrials: $22.9 Billion
Healthcare: $14.1 Billion
Communication Services: $8.01 Billion
Basic Materials: $4.22 Billion
Other: $9.51 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$56.5 Billion 17.42% of portfolio
284,589
Q4 2025 Added 0.19%
Mfs Active Exchange Traded F
-
$29.8 Billion 9.18% of portfolio
-
Q4 2025 Added 2.19%
$0
$28.3 Billion 8.71% of portfolio
726,946
Q4 2025 Added 2.82%
$0
$22.9 Billion 7.07% of portfolio
190,826
Q4 2025 Reduced 10.27%
$4.3T
$9.97 Billion 3.07% of portfolio
36,675
Q4 2025 Added 2.5%
$17.5B
$8.25 Billion 2.54% of portfolio
23,954
Q1 2025 Added 2.56%
$0
$6.36 Billion 1.96% of portfolio
165,869
Q4 2025 Added 71.29%
$13.3B
$6.19 Billion 1.91% of portfolio
313,953
Q4 2025 Reduced 38.91%
$0
$5.82 Billion 1.79% of portfolio
8,536
Q4 2025 Added 0.13%
$3.78T
$4.77 Billion 1.47% of portfolio
9,864
Q4 2025 Added 5.77%
$465B
$4.42 Billion 1.36% of portfolio
23,722
Q4 2025 Added 11.49%
$0
$4.08 Billion 1.26% of portfolio
18,548
Q4 2025 Added 0.45%
$0
$3.55 Billion 1.09% of portfolio
28,825
Q4 2025 Added 0.06%
$0
$3.52 Billion 1.08% of portfolio
29,250
Q4 2025 New
$2.39T
$3.33 Billion 1.03% of portfolio
14,444
Q4 2025 Added 11.67%
$0
$3.22 Billion 0.99% of portfolio
51,555
Q4 2025 Added 0.85%
$1.65T
$2.18 Billion 0.67% of portfolio
6,965
Q4 2025 Added 4.8%
$881B
$2.07 Billion 0.64% of portfolio
6,418
Q4 2025 Added 1.45%
$8.16B
$1.94 Billion 0.6% of portfolio
10,309
Q4 2025 Reduced 16.47%
$139B
$1.95 Billion 0.6% of portfolio
5,639
Q4 2025 Added 55.95%
Fidelity Covington Trust
-
$1.59 Billion 0.49% of portfolio
-
Q4 2025 Added 172.15%
$0
$1.56 Billion 0.48% of portfolio
2,538
Q4 2025 Added 0.04%
$107B
$1.57 Billion 0.48% of portfolio
1,784
Q4 2025 Added 11.57%
$1.74T
$1.47 Billion 0.45% of portfolio
4,678
Q4 2025 Added 1.83%
$533B
$1.45 Billion 0.45% of portfolio
4,125
Q4 2025 Reduced 0.36%
$52.1B
$1.44 Billion 0.44% of portfolio
109,739
Q4 2025 Reduced 4.39%
$279B
$1.42 Billion 0.44% of portfolio
12,775
Q4 2025 Added 37.09%
$1.29T
$1.4 Billion 0.43% of portfolio
3,111
Q4 2025 Reduced 17.24%
$140B
$1.37 Billion 0.42% of portfolio
5,668
Q4 2025 Added 7.98%
$0
$1.29 Billion 0.4% of portfolio
2,059
Q4 2025 Added 0.59%
$118B
$1.28 Billion 0.39% of portfolio
4,707
Q4 2025 Added 0.99%
$49.1B
$1.18 Billion 0.36% of portfolio
12,538
Q4 2025 Added 903.84%
$10.5B
$1.16 Billion 0.36% of portfolio
25,848
Q4 2025 Added 11.84%
$0
$1.14 Billion 0.35% of portfolio
11,854
Q4 2025 Added 1.44%
$75.2B
$1.06 Billion 0.33% of portfolio
27,432
Q4 2025 Added 0.11%
$181B
$1.08 Billion 0.33% of portfolio
92,034
Q4 2025 Reduced 6.24%
$270B
$1.04 Billion 0.32% of portfolio
5,864
Q4 2025 Added 11.36%
$156B
$1.03 Billion 0.32% of portfolio
8,393
Q4 2025 Added 3.67%
$1.37T
$1.03 Billion 0.32% of portfolio
1,568
Q4 2025 Reduced 5.2%
$662B
$1.02 Billion 0.31% of portfolio
2,033
Q4 2025 Added 6.83%
$159B
$966 Million 0.3% of portfolio
1,848
Q4 2025 Reduced 3.2%
$0
$972 Million 0.3% of portfolio
1,419
Q4 2025 Added 310.12%
$86B
$974 Million 0.3% of portfolio
38,282
Q4 2025 Added 11.18%
$0
$942 Million 0.29% of portfolio
12,722
Q4 2025 New
$3.35B
$946 Million 0.29% of portfolio
15,266
Q4 2025 Added 1.02%
$317B
$929 Million 0.29% of portfolio
9,966
Q4 2025 Added 8.93%
$971B
$901 Million 0.28% of portfolio
838
Q4 2025 Added 25.45%
$1.46T
$877 Million 0.27% of portfolio
2,886
Q4 2025 Added 7.77%
$0
$871 Million 0.27% of portfolio
9,052
Q4 2025 Added 1.83%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $325 Billion
  • Prior Value $302 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 38 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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