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
Teekay Corporation LTD
-
$94.6 Million 0.03% of portfolio
-
Q4 2025 New
$3.41B
$107 Million 0.03% of portfolio
11,495
Q4 2025 New
$7.1B
$83.2 Million 0.03% of portfolio
10,313
Q4 2025 Reduced 10.92%
$244M
$112 Million 0.03% of portfolio
19,365
Q4 2025 Added 59.75%
$7.04B
$59.5 Million 0.02% of portfolio
10,354
Q4 2025 Reduced 65.08%
$990M
$75.3 Million 0.02% of portfolio
16,669
Q4 2025 Reduced 13.26%
$965M
$67.1 Million 0.02% of portfolio
14,557
Q4 2025 New
$81.3B
$56.4 Million 0.02% of portfolio
10,641
Q4 2025 Added 5.02%
Uranium Rty Corp
-
$43.7 Million 0.01% of portfolio
-
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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