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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$317B
$767 Million 0.25% of portfolio
9,149
Q3 2025 Added 9.06%
$0
$744 Million 0.25% of portfolio
2,236
Q4 2022 Added 0.04%
$1.46T
$748 Million 0.25% of portfolio
2,678
Q3 2025 Reduced 1.98%
Linde PLC
-
$763 Million 0.25% of portfolio
-
Q3 2025 Reduced 2.13%
$0
$711 Million 0.24% of portfolio
2,422
Q3 2025 Added 0.12%
$86B
$712 Million 0.24% of portfolio
34,433
Q3 2025 Added 4.54%
$41.2B
$729 Million 0.24% of portfolio
2,447
Q3 2025 Added 1.75%
$2.32B
$700 Million 0.23% of portfolio
36,363
Q2 2025 New
$169B
$687 Million 0.23% of portfolio
747
Q3 2025 Reduced 21.7%
$319B
$708 Million 0.23% of portfolio
10,341
Q3 2025 Added 1.38%
$237B
$675 Million 0.22% of portfolio
2,850
Q3 2025 Reduced 2.13%
$104B
$678 Million 0.22% of portfolio
10,267
Q3 2025 Added 6.5%
$228B
$679 Million 0.22% of portfolio
5,073
Q3 2025 Reduced 11.77%
$300B
$666 Million 0.22% of portfolio
1,928
Q3 2025 Added 90.33%
$67.3B
$666 Million 0.22% of portfolio
2,384
Q3 2025 Reduced 1.57%
$33.8B
$626 Million 0.21% of portfolio
947
Q3 2025 Added 2.16%
$291B
$642 Million 0.21% of portfolio
1,346
Q3 2025 Added 3.78%
$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%
Fidelity Covington Trust
-
$578 Million 0.19% of portfolio
-
Q3 2025 Added 23.0%
$0
$577 Million 0.19% of portfolio
3,091
Q3 2025 Added 0.52%
$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%
$7.56B
$489 Million 0.16% of portfolio
2,877
Q3 2024 Reduced 0.1%
$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%
$0
$441 Million 0.15% of portfolio
7,219
Q2 2025 Added 1.35%

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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