Baron Wealth Management LLC - Portfolio Stock Holdings
Baron Wealth Management LLC disclosed 325 stock positions in a recent SEC 13F filing. $384,850,698 of stock holdings were filed, with the largest holdings including QUAL, MFSI, and DIVI. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $846,778,426 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
325Est. Stock Holding Value:
$384,850,698Top Stock Holdings By Sector
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Portfolio Stock Holdings - Baron Wealth Management LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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