Data as of Q4 2025 (Dec 31, 2025)

Baron Wealth Management LLC

•CIK: 1968507•Filing: Q4 2025

**Baron Wealth Management LLC** manages $325M across a diversified portfolio of 259 positions. The fund exhibits significant concentration in technology and dividend-focused equities, with QUAL representing the largest holding at $56.5M. Notable allocations include MFSI ($29.8M), DIVI ($28.3M), and IJR ($22.9M). This structure suggests a core strategy emphasizing quality growth alongside income generation.

Total AUM
$324.5M
QoQ Performance
+7.4%
Positions
246
Top 10 Concentration
57.1%
Latest Filing
Q4 2025

Top Holdings Allocation

QUAL
MFSI
DIVI
IJR
QUAL17.4%
MFSI9.2%
DIVI8.7%
IJR7.1%
AAPL3.1%
SNA2.5%
SDVY2.0%
RIVN1.9%

📈 Biggest Buys

IVOG
VANGUARD ADMIRAL FDS INC
NEW
1.1% of portfolio
SDVY
FIRST TR EXCHANGE-TRADED FD
+71.3%
2.0% of portfolio
NFLX
NETFLIX INC
+903.8%
0.4% of portfolio
FELG
FIDELITY COVINGTON TRUST
+172.2%
0.5% of portfolio
BND
VANGUARD BD INDEX FDS
NEW
0.3% of portfolio

📉 Biggest Sells

RIVN
RIVIAN AUTOMOTIVE INC
-38.9%
1.9% of portfolio
IJR
ISHARES TR
-10.3%
7.1% of portfolio
FIVE
FIVE BELOW INC
-16.5%
0.6% of portfolio
TSLA
TESLA INC
-17.2%
0.4% of portfolio
CIT
CINTAS CORP
-45.8%
0.1% of portfolio

Sector Breakdown

Other77.2%
Technology9.0%
Financial2.9%
Healthcare2.8%
Consumer2.8%
ETF2.6%
Industrial1.1%
Communication0.5%

🚪 Exited Positionssold since Q3 2025

ADP
AUTOMATIC DATA PROCESSING IN
SOLD
$371.5K
OVV
OVINTIV INC
SOLD
$363.4K
4I1
PHILIP MORRIS INTL INC
SOLD
$339.9K
ICE
INTERCONTINENTAL EXCHANGE IN
SOLD
$328.0K
AMT
AMERICAN TOWER CORP NEW
SOLD
$318.1K
+60 more exited positions

Changes from Q3 2025

NEW17 new positions
↑121 increased
↓53 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

QUAL17.4%
ISHARES TR
$56.5M
MFSI9.2%
MFS ACTIVE EXCHANGE TRADED F
$29.8M
DIVI8.7%
FRANKLIN TEMPLETON ETF TR
$28.3M
IJR7.1%
ISHARES TR
$22.9M
AAPL3.1%
APPLE INC
$10.0M

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