Baron Wealth Management LLC holds a focused book of 304 stocks worth $385.7M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-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 equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1968507/holdings"
Use Arkolith to show Baron Wealth Management LLC's latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 304 | $385.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 279 | $334.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 259 | $324.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 248 | $302.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 246 | $282.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 210 | $227.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 193 | $212.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 204 | $207.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.