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
$6.76B
$473 Million 0.15% of portfolio
8,908
Q4 2025 New
$268B
$482 Million 0.15% of portfolio
1,689
Q4 2025 Added 3.11%
$28.7B
$492 Million 0.15% of portfolio
8,197
Q4 2025 Reduced 12.04%
$27.7B
$480 Million 0.15% of portfolio
7,142
Q4 2025 Reduced 0.24%
$222B
$472 Million 0.15% of portfolio
815
Q4 2025 Added 13.51%
$224B
$497 Million 0.15% of portfolio
1,628
Q4 2025 Added 6.13%
$190B
$492 Million 0.15% of portfolio
4,213
Q4 2025 Added 25.2%
$168B
$453 Million 0.14% of portfolio
5,642
Q4 2025 Reduced 0.05%
Celestica Inc
-
$440 Million 0.14% of portfolio
-
Q4 2025 Added 4.13%
$328B
$455 Million 0.14% of portfolio
1,478
Q4 2025 Added 54.93%
$36B
$442 Million 0.14% of portfolio
17,253
Q4 2025 Added 1.93%
$136B
$439 Million 0.14% of portfolio
1,250
Q4 2025 Added 0.4%
$0
$449 Million 0.14% of portfolio
7,313
Q4 2025 Added 1.3%
$266B
$470 Million 0.14% of portfolio
1,586
Q4 2025 Added 94.84%
$8.39B
$444 Million 0.14% of portfolio
3,568
Q4 2025 Reduced 0.81%
$1.09B
$461 Million 0.14% of portfolio
26,446
Q4 2025 Added 6.31%
$0
$407 Million 0.13% of portfolio
10,691
Q4 2025 Added 21.97%
$167B
$418 Million 0.13% of portfolio
4,179
Q4 2025 Added 10.82%
$8.35B
$406 Million 0.13% of portfolio
669
Q4 2025 Added 1.36%
$115B
$423 Million 0.13% of portfolio
902
Q4 2025 Added 22.39%
$121B
$432 Million 0.13% of portfolio
527
Q4 2025 Reduced 10.22%
$128B
$416 Million 0.13% of portfolio
4,332
Q4 2025 Added 40.92%
$409M
$427 Million 0.13% of portfolio
27,668
Q4 2025 Added 64.17%
$255B
$410 Million 0.13% of portfolio
1,109
Q4 2025 Added 34.75%
$20.5B
$436 Million 0.13% of portfolio
6,220
Q4 2025 Reduced 2.87%
$6.08B
$411 Million 0.13% of portfolio
3,578
Q4 2025 Added 4.13%
$5.23B
$408 Million 0.13% of portfolio
2,453
Q4 2025 Reduced 0.12%
$9.87B
$402 Million 0.12% of portfolio
2,309
Q4 2025 Reduced 0.09%
$0
$381 Million 0.12% of portfolio
6,850
Q4 2025 Added 23.27%
$0
$397 Million 0.12% of portfolio
3,958
Q4 2025 Added 41.81%
$235B
$404 Million 0.12% of portfolio
3,840
Q4 2025 Added 25.7%
$96.4B
$381 Million 0.12% of portfolio
3,249
Q4 2025 Reduced 10.15%
$27.4B
$392 Million 0.12% of portfolio
1,562
Q4 2025 Added 6.91%
$2.65B
$373 Million 0.12% of portfolio
25,981
Q4 2025 Added 10.85%
$279B
$399 Million 0.12% of portfolio
1,643
Q4 2025 Reduced 4.64%
$405B
$388 Million 0.12% of portfolio
363
Q4 2025 Reduced 1.09%
$55.4B
$378 Million 0.12% of portfolio
1,288
Q4 2025 Added 14.29%
$4.74B
$369 Million 0.11% of portfolio
11,814
Q4 2025 Added 1.67%
$7.07B
$343 Million 0.11% of portfolio
1,687
Q4 2025 Added 6.91%
$170B
$365 Million 0.11% of portfolio
2,375
Q4 2025 Added 5.18%
$270B
$349 Million 0.11% of portfolio
4,754
Q3 2025 Reduced 0.86%
$35.8B
$362 Million 0.11% of portfolio
1,503
Q4 2025 Reduced 2.72%
$18.4B
$361 Million 0.11% of portfolio
642
Q4 2025 Reduced 15.75%
Rb Global Inc
-
$365 Million 0.11% of portfolio
-
Q4 2025 Reduced 0.22%
$20.3B
$369 Million 0.11% of portfolio
6,817
Q4 2025 Reduced 0.37%
$79.6B
$348 Million 0.11% of portfolio
2,573
Q4 2025 Reduced 6.13%
$2.82B
$369 Million 0.11% of portfolio
6,902
Q4 2025 Added 2.21%
$55.6B
$373 Million 0.11% of portfolio
2,965
Q4 2025 Added 71.39%
$14.2B
$350 Million 0.11% of portfolio
6,572
Q4 2025 New

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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