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
$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%
Rb Global Inc
-
$386 Million 0.13% of portfolio
-
Q3 2025 Reduced 27.64%
$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%
$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%
$9.96B
$363 Million 0.12% of portfolio
8,999
Q3 2025 New
$167B
$360 Million 0.12% of portfolio
3,771
Q3 2025 Reduced 4.56%
$104B
$372 Million 0.12% of portfolio
1,266
Q3 2025 Reduced 3.43%
Celestica Inc
-
$352 Million 0.12% of portfolio
-
Q3 2025 Added 7.21%
$98.6B
$377 Million 0.12% of portfolio
3,983
Q3 2025 Added 25.49%
$27.4B
$358 Million 0.12% of portfolio
1,461
Q3 2025 Added 4.43%
$222B
$348 Million 0.12% of portfolio
718
Q3 2025 Added 12.01%
$60.5B
$353 Million 0.12% of portfolio
3,890
Q3 2025 Added 5.65%
$270B
$340 Million 0.11% of portfolio
4,754
Q3 2025 Reduced 0.86%
$237B
$340 Million 0.11% of portfolio
2,096
Q3 2025 Added 18.82%
$170B
$326 Million 0.11% of portfolio
2,258
Q3 2025 Reduced 6.31%
$1.09B
$339 Million 0.11% of portfolio
24,876
Q3 2025 Added 12.98%
$20.3B
$337 Million 0.11% of portfolio
6,842
Q3 2025 Reduced 8.28%
$61.4B
$337 Million 0.11% of portfolio
1,655
Q3 2025 Reduced 15.47%
$6.08B
$347 Million 0.11% of portfolio
3,436
Q3 2025 Added 15.5%
$4.74B
$330 Million 0.11% of portfolio
11,620
Q3 2025 Added 17.43%
$3.62B
$341 Million 0.11% of portfolio
15,445
Q3 2025 Added 26.26%
$46.8B
$319 Million 0.11% of portfolio
335
Q3 2025 Reduced 25.72%
$84.9B
$328 Million 0.11% of portfolio
1,947
Q3 2025 Reduced 1.47%
$190B
$341 Million 0.11% of portfolio
3,365
Q3 2025 Added 2.37%
$55.4B
$344 Million 0.11% of portfolio
1,127
Q3 2025 Added 9.21%
$79.6B
$339 Million 0.11% of portfolio
2,741
Q3 2025 Reduced 8.85%
$57.9B
$332 Million 0.11% of portfolio
1,546
Q3 2025 Reduced 30.11%
$84B
$318 Million 0.11% of portfolio
1,654
Q3 2025 Added 17.97%
$147B
$314 Million 0.1% of portfolio
3,214
Q3 2025 Reduced 11.87%
$74.3B
$293 Million 0.1% of portfolio
1,457
Q3 2025 Added 5.96%
$3.99B
$308 Million 0.1% of portfolio
3,274
Q3 2025 Added 2.28%
$7.07B
$312 Million 0.1% of portfolio
1,578
Q3 2025 Added 10.5%

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
Track This Portfolio

Track Baron Wealth Management LLC Portfolio

Follow Baron Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email