StockDriftsStockDriftsTop 50 Baron Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | 16.06% | 280.9K | $62.4M | -0.32%(-903) | $114.69(+94.59%) | 2026-09-30 | |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | 8.34% | 992.5K | $32.4M | -0.12%(-1.17K) | $26.35(+24.62%) | 2026-09-30 | |
| DIVI | FRANKLIN TEMPLETON ETF TR | 8.31% | 757.4K | $32.3M | +1.13%(+8.46K) | $33.32(+27.56%) | 2026-09-30 | |
| IJR | ISHARES TR | 5.64% | 161.3K | $21.9M | -0.24%(-386) | $95.27(+46.61%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.83% | 56.3K | $18.8M | +2.18%(+1.20K) | $197.59(+75.67%) | 2026-09-30 | |
| SNA | SNAP ON INC | 2.28% | 24.4K | $8.9M | +0.00%(+0) | $227.62(+57.06%) | 2026-09-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 2.21% | 211.9K | $8.6M | -0.71%(-1.51K) | $36.92(+13.94%) | 2026-09-30 | |
| IVOG | VANGUARD ADMIRAL FDS INC | 2.16% | 61.5K | $8.4M | +3.01%(+1.80K) | $123.51(+9.63%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.66% | 8.5K | $6.5M | +0.08%(+7) | $371.41(+107.22%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.46% | 11.0K | $5.7M | +5.33%(+558) | $309.45(+71.70%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.03% | +48.29% | — | — | +65.82% |
| Top 20 Holdings Unweighted | +15.62% | +54.56% | — | — | +67.59% |
Baron Wealth Management LLC reports $388.82M in US-listed equity holdings across 306 positions in its most recent 13F filing. Its largest disclosed positions are QUAL (16.1%), MFSI (8.3%) and DIVI (8.3%). The top 20 holdings account for 62.94% of reported assets. Its disclosed equity book has returned +48.29% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Baron Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1968507). View Baron Wealth Management LLC’s 13F filings on SEC