StockDriftsStockDriftsTop 50 Baron Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | 16.1% | 280.7K | $53.8M | -1.35%(-3.85K) | $114.35(+81.46%) | 2026-03-31 | |
| DIVI | FRANKLIN TEMPLETON ETF TR | 8.81% | 739.6K | $29.4M | +1.75%(+12.70K) | $33.13(+27.03%) | 2026-03-31 | |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | 8.66% | 974.4K | $29.0M | -0.36%(-3.56K) | $26.26(+19.04%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.4% | 172.2K | $21.4M | -9.75%(-18.60K) | $95.27(+44.96%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.31% | 56.9K | $14.4M | +55.01%(+20.18K) | $194.87(+45.83%) | 2026-03-31 | |
| SNA | SNAP ON INC | 2.66% | 24.4K | $8.9M | +2.06%(+493) | $227.62(+66.42%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 2.22% | 187.9K | $7.4M | +13.30%(+22.06K) | $36.40(+16.27%) | 2026-03-31 | |
| IVOG | VANGUARD ADMIRAL FDS INC | 1.88% | 50.4K | $6.3M | +72.36%(+21.16K) | $121.00(+13.37%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.65% | 8.5K | $5.5M | -0.64%(-55) | $371.10(+95.04%) | 2026-03-31 | |
| RIVN | RIVIAN AUTOMOTIVE INC | 1.41% | 314.0K | $4.7M | +0.00%(+0) | $25.67(-43.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.14% | +41.01% |
| Top 20 Holdings Unweighted | +12.11% | +40.90% |
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