Baron Wealth Management LLC - Portfolio overview

Baron Wealth Management LLC has 316 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. QUAL - ISHARES TR, 15.72%
2. DIVI - FRANKLIN TEMPLETON ETF TR, 8.60%
3. MFSI - MFS ACTIVE EXCHANGE TRADED F, 8.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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