Baron Wealth Management LLC holds a focused book of 304 reported positions worth $385.7M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-day 13F lag). This quarter they opened Vanguard Total Stock MKT ETF and trimmed Ishares Core S&P Small-Cap E. Their largest long position is Ishares Msci USA Quality Fac at 16% of the reported non-option book. Cloning the disclosed picks since 2024 would be +25% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Baron Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Baron Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~7 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
47% mapped to company sectors
+5 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Baron Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| BlueSpruce Investments, LP | 10 / 80 | $642.7M |
| Prospect Hill Management, LLC | 10 / 80 | $248.5M |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Ketron Financial | 21 / 80 | $288.9M |
| Draper Asset Management, LLC | 9 / 80 | $171.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Baron Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR MSCI USA QLT FCT | $61.8M | 281.8K | 16.0% | ▲+0.4% Added · +1K sh | |
| 2 | MFS Active Exchange Traded F INTERNATINL ETF | $32.3M | 993.6K | 8.4% | ▲+2.0% Added · +19K sh | |
| 3 | Franklin Templeton ETF TR INTL COR DIV TIL | $32.0M | 749.0K | 8.3% | ▲+1.3% Added · +9K sh | |
| 4 | Ishares TR CORE S&P SCP ETF | $24.0M | 161.7K | 6.2% | ▼−6.1% Reduced · −11K sh | |
| 5 | Apple Inc COM | $16.0M | 55.1K | 4.1% | ▼−3.0% Reduced · −2K sh | |
| 6 | Snap On Inc COM | $9.8M | 24.4K | 2.6% | —Held | |
| 7 | First TR Exchange Traded FD SMID RISNG ETF | $9.2M | 213.4K | 2.4% | ▲+14% Added · +25K sh | |
| 8 | Vanguard Admiral FDS Inc MIDCP 400 GRTH | $8.7M | 59.7K | 2.3% | ▲+18% Added · +9K sh | |
| 9 | State STR SPDR S&P 500 ETF T TR UNIT | $6.3M | 8.5K | 1.6% | ▼−0.2% Reduced · −15 sh | |
| 10 | Rivian Automotive Inc COM CL A | $5.4M | 314.0K | 1.4% | —Held | |
| 11 | Nvidia Corporation COM | $4.7M | 23.6K | 1.2% | ▲+3.1% Added · +717 sh | |
| 12 | Vanguard Specialized Funds DIV APP ETF | $4.7M | 19.7K | 1.2% | ▲+0.1% Added · +21 sh | |
| 13 | Ishares TR S&P 500 GRWT ETF | $3.9M | 28.6K | 1.0% | ▲+0.5% Added · +139 sh | |
| 14 | Microsoft Corp COM | $3.9M | 10.5K | 1.0% | ▲+20% Added · +2K sh | |
| 15 | Alphabet Inc CAP STK CL A | $3.8M | 10.6K | 1.0% | ▲+3.2% Added · +329 sh | |
| 16 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.7M | 51.7K | 1.0% | ▲+0.2% Added · +126 sh | |
| 17 | Amazon Com Inc COM | $3.7M | 15.4K | 1.0% | ▲+2.7% Added · +406 sh | |
| 18 | Alphabet Inc CAP STK CL C | $3.1M | 8.7K | 0.8% | ▼−1.2% Reduced · −108 sh | |
| 19 | Johnson & Johnson COM | $2.9M | 11.6K | 0.8% | ▼−1.8% Reduced · −210 sh | |
| 20 | Fidelity Covington Trust ENHANCED LARGE | $2.5M | 57.9K | 0.7% | ▲+38% Added · +16K sh | |
| 21 | Broadcom Inc COM | $2.4M | 6.3K | 0.6% | ▲+9.7% Added · +558 sh | |
| 22 | JPMorgan Chase & Co COM | $2.1M | 6.3K | 0.5% | ▲+2.5% Added · +155 sh | |
| 23 | Invesco QQQ TR UNIT SER 1 | $1.9M | 2.5K | 0.5% | —Held | |
| 24 | Borgwarner Inc COM | $1.8M | 26.9K | 0.5% | ▲+1.1% Added · +287 sh | |
| 25 | Micron Technology Inc COM | $1.8M | 1.5K | 0.5% | ▼−8.1% Reduced · −135 sh | |
| 26 | Five Below Inc COM | $1.7M | 9.7K | 0.5% | ▼−0.2% Reduced · −20 sh | |
| 27 | Parker-Hannifin Corp COM | $1.7M | 1.8K | 0.4% | ▼−3.0% Reduced · −54 sh | |
| 28 | Analog Devices Inc COM | $1.7M | 4.3K | 0.4% | ▼−4.5% Reduced · −204 sh | |
| 29 | Caterpillar Inc COM | $1.6M | 1.5K | 0.4% | ▲+4.7% Added · +68 sh | |
| 30 | Visa Inc COM CL A | $1.5M | 4.4K | 0.4% | ▲+10% Added · +418 sh | |
| 31 | Cisco Sys Inc COM | $1.5M | 12.7K | 0.4% | ▲+7.2% Added · +849 sh | |
| 32 | Jabil Inc COM | $1.4M | 3.5K | 0.4% | ▼−0.7% Reduced · −23 sh | |
| 33 | Tesla Inc COM | $1.3M | 3.2K | 0.3% | ▼−3.3% Reduced · −107 sh | |
| 34 | Banco Santander Sa ADR | $1.3M | 94.6K | 0.3% | ▲+1.5% Added · +1K sh | |
| 35 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.3M | 2.7K | 0.3% | ▼−1.7% Reduced · −47 sh | |
| 36 | Walmart Inc COM | $1.3M | 11.4K | 0.3% | ▼−6.6% Reduced · −810 sh | |
| 37 | Ishares TR MSCI EAFE ETF | $1.2M | 11.8K | 0.3% | ▼−0.1% Reduced · −18 sh | |
| 38 | Morgan Stanley COM NEW | $1.2M | 5.8K | 0.3% | ▲+1.8% Added · +102 sh | |
| 39 | Berkshire Hathaway Inc Del CL B NEW | $1.2M | 2.4K | 0.3% | ▲+9.3% Added · +203 sh | |
| 40 | Gilead Sciences Inc COM | $1.1M | 9.0K | 0.3% | ▲+5.0% Added · +423 sh | |
| 41 | Eli Lilly & Co COM | $1.1M | 941 | 0.3% | ▲+4.7% Added · +42 sh | |
| 42 | Vanguard BD Index FDS TOTAL BND MRKT | $1.1M | 15.3K | 0.3% | ▲+13% Added · +2K sh | |
| 43 | Barclays PLC ADR | $1.1M | 40.8K | 0.3% | ▲+16% Added · +6K sh | |
| 44 | Bny Mellon ETF Trust II DYNAMIC VALUE | $1.1M | 32.4K | 0.3% | ▲+17% Added · +5K sh | |
| 45 | Procter & Gamble Co COM | $1.1M | 7.4K | 0.3% | ▲+11% Added · +717 sh | |
| 46 | Advanced Energy Inds COM | $1.1M | 2.9K | 0.3% | ▲+0.2% Added · +5 sh | |
| 47 | Corteva Inc COM | $1.1M | 12.4K | 0.3% | ▲+3.7% Added · +446 sh | |
| 48 | Garrett Motion Inc COM | $1.0M | 28.7K | 0.3% | ▲+5.1% Added · +1K sh | |
| 49 | Vanguard Index FDS S&P 500 ETF SHS | $1.0M | 1.5K | 0.3% | ▲+0.5% Added · +7 sh | |
| 50 | Linde PLC SHS | $1.0M | 1.9K | 0.3% | ▲+1.6% Added · +31 sh |
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Use Arkolith to show Baron Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 7d | 304 | $385.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 16d | 279 | $334.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 14d | 259 | $324.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 248 | $302.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 9d | 246 | $282.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 210 | $227.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 23d | 193 | $212.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 38d | 204 | $207.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.