Baron Wealth Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Baron Wealth Management LLC reported 210 stock positions worth $227.6 million. Its top holding was iShares MSCI USA Quality Fac (QUAL) at 22.1% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 10.5%) and MFS Active International (MFSI, 5.3%). Compared with Q4 2024, it opened 45 new positions, sold out of 28, added to 77 and reduced 74. The biggest buy was a new position in MFS Active International (MFSI) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- TROY, MI
- CIK
- 0001968507
- Portfolio Value
- $227.6M (Q1 2025)
- SEC Filing
- 0001968507-25-000004 ↗ filed May 14, 2025
Holdings Value
Holdings 210 stocks · $227.6M
| QUAL iShares MSCI USA Quality Fac | 22.09% | 294,144 | $50.3M | Reduce -3.1% |
| IJR iShares Core S&P Small-Cap E | 10.52% | 228,959 | $23.9M | Reduce -0.8% |
| MFSI MFS Active International | 5.29% | 468,096 | $12.0M | New |
| DIVI Franklin International Core | 5.02% | 350,267 | $11.4M | New |
| SNA Snap-on Inc. | 3.55% | 23,954 | $8.1M | Add +2.6% |
| AAPL Apple Inc. | 3.13% | 32,095 | $7.1M | Add +3.8% |
| RIVN Rivian Automotive Inc. Class A | 3.08% | 563,953 | $7.0M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.13% | 8,663 | $4.8M | No change |
| VIG Vanguard Dividend Apprec ETF | 1.58% | 18,505 | $3.6M | Add +0.2% |
| MSFT Microsoft Corp. | 1.44% | 8,706 | $3.3M | Reduce -1.2% |
| IVW iShares S&P 500 Growth ETF | 1.17% | 28,757 | $2.7M | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 1.13% | 50,601 | $2.6M | Reduce -27.2% |
| JNJ Johnson & Johnson | 0.96% | 13,157 | $2.2M | Add +29.2% |
| AMZN Amazon.com Inc. | 0.96% | 11,428 | $2.2M | Add +6.5% |
| NVDA Nvidia Corp. | 0.85% | 17,825 | $1.9M | Add +0.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.65% | 146,667 | $1.5M | Reduce -39.4% |
| V Visa Inc. Class A | 0.62% | 4,012 | $1.4M | Add +12.8% |
| JPM JPMorgan Chase & Co. | 0.54% | 5,015 | $1.2M | Reduce -5.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.52% | 2,535 | $1.2M | Reduce -7.3% |
| NFLX Netflix Inc. | 0.52% | 1,267 | $1.2M | Add +45.5% |
| LOW Lowe's Cos Inc. | 0.51% | 4,979 | $1.2M | Add +41.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 2,142 | $1.1M | Add +20.3% |
| SPGI S&P Global Inc. | 0.48% | 2,131 | $1.1M | Add +4.3% |
| PG The Procter & Gamble Co. | 0.46% | 6,097 | $1.0M | Reduce -3.1% |
| VOO Vanguard S&P 500 ETF | 0.45% | 2,006 | $1.0M | Add +0.3% |
| ADI Analog Devices Inc. | 0.45% | 5,037 | $1.0M | Reduce -3.8% |
| CRM Salesforce Inc. | 0.44% | 3,753 | $1.0M | Add +2.4% |
| EFA iShares MSCI Eafe ETF | 0.44% | 12,293 | $1.0M | Reduce -2.3% |
| HEI Heico Corp. | 0.44% | 3,758 | $1.0M | Reduce -0.6% |
| CVX Chevron Corp. | 0.44% | 5,978 | $1.0M | Reduce -4.1% |
| TSLA Tesla Inc. | 0.42% | 3,699 | $959K | Add +20.6% |
| TYL Tyler Technologies Inc. | 0.41% | 1,599 | $930K | Add +7.5% |
| SDVY First Trust Smid Cap Rising | 0.37% | 24,859 | $833K | New |
| GOOGL Alphabet Inc. Class A | 0.37% | 5,375 | $831K | Add +9.0% |
| FAST Fastenal Co. | 0.36% | 10,455 | $811K | Add +2.3% |
| XOM Exxon Mobil Corp. | 0.35% | 6,721 | $799K | Add +91.1% |
| FIVE Five Below | 0.35% | 10,511 | $788K | Add +5.3% |
| UNH Unitedhealth Group Inc. | 0.34% | 1,486 | $778K | Reduce -19.5% |
| PH Parker Hannifin Corp. | 0.34% | 1,278 | $777K | Add +20.6% |
| NOW ServiceNow Inc. | 0.34% | 968 | $771K | Add +0.6% |
| LIN Linde PLC | 0.34% | 1,646 | $766K | Add +4.1% |
| GILD Gilead Sciences Inc. | 0.33% | 6,768 | $758K | Add +80.0% |
| IWR iShares Russell Mid-Cap ETF | 0.33% | 8,914 | $758K | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 0.33% | 4,810 | $751K | Add +5.1% |
| WMT Walmart Inc. | 0.32% | 8,246 | $724K | Reduce -1.7% |
| ABT Abbott Laboratories | 0.31% | 5,380 | $714K | Add +51.8% |
| MA Mastercard Inc. Class A | 0.31% | 1,289 | $707K | Add +31.1% |
| VRSK Verisk Analytics Inc. | 0.30% | 2,327 | $693K | Add +0.3% |
| ARDT Ardent Health Inc. | 0.30% | 49,683 | $683K | New |
| DB Deutsche Bank AG-Registered | 0.29% | 27,856 | $664K | Add +124.2% |
| IWM iShares Russell 2000 ETF | 0.29% | 3,254 | $649K | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.28% | 10,384 | $641K | Reduce -3.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 2,419 | $626K | Add +0.1% |
| CB Chubb Ltd. | 0.27% | 2,067 | $624K | Add +9.8% |
| CSGP Costar Group Inc. | 0.27% | 7,795 | $618K | Reduce -6.0% |
| BWA Borgwarner Inc. | 0.27% | 21,242 | $609K | Add +6.3% |
| OEF iShares S&P 100 ETF | 0.27% | 2,236 | $606K | No change |
| TRV The Travelers Cos Inc. | 0.26% | 2,224 | $588K | Add +31.4% |
| VEEV Veeva Systems Inc. Class A | 0.26% | 2,536 | $587K | Reduce -3.8% |
| DHR Danaher Corp. | 0.25% | 2,823 | $579K | Reduce -4.6% |
| PAYX Paychex Inc. | 0.25% | 3,713 | $573K | Add +2.1% |
| ECL Ecolab Inc. | 0.25% | 2,256 | $572K | Add +93.8% |
| MS Morgan Stanley | 0.25% | 4,810 | $561K | Add +5.7% |
| TMO Thermo Fisher Scientific Inc. | 0.25% | 1,124 | $559K | Reduce -8.3% |
| META Meta Platforms Inc. Class A | 0.24% | 954 | $550K | Add +46.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 12,816 | $535K | Reduce -5.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 3,075 | $531K | Add +0.6% |
| RBA RB Global Inc. | 0.23% | 5,236 | $525K | Reduce -2.2% |
| AFL Aflac Inc. | 0.23% | 4,716 | $524K | Add +13.8% |
| ROL Rollins Inc. | 0.23% | 9,699 | $524K | Reduce -1.8% |
| MCD McDonald's Corp. | 0.23% | 1,674 | $523K | Reduce -0.9% |
| LLY Eli Lilly & Co. | 0.23% | 627 | $518K | Add +16.1% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.23% | 7,199 | $512K | Reduce -2.4% |
| SAN Banco Santander SA-Spon ADR | 0.22% | 76,390 | $512K | Add +113.2% |
| CTAS Cintas Corp. | 0.22% | 2,474 | $508K | Reduce -9.7% |
| WFC Wells Fargo & Co. | 0.22% | 6,981 | $501K | Add +44.4% |
| BCS Barclays PLC-Spons ADR | 0.22% | 32,049 | $492K | Add +71.6% |
| ABBV Abbvie Inc. | 0.21% | 2,323 | $487K | Reduce -12.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 2,814 | $467K | Reduce -1.9% |
| SYK Stryker Corp. | 0.20% | 1,228 | $457K | Add +10.7% |
| MO Altria Group Inc. | 0.20% | 7,584 | $455K | Add +94.8% |
| SAP Sap SE-Sponsored ADR | 0.20% | 1,695 | $455K | Add +5.7% |
| SHEL Shell PLC-ADR | 0.20% | 6,155 | $451K | Reduce -25.0% |
| MMM 3M Co. | 0.20% | 3,061 | $450K | Add +5.4% |
| CAT Caterpillar Inc. | 0.19% | 1,319 | $435K | Add +10.6% |
| LOPE Grand Canyon Education Inc. | 0.19% | 2,508 | $434K | Reduce -0.8% |
| MMYT Makemytrip Ltd. | 0.19% | 4,389 | $430K | No change |
| NWG Natwest Group PLC -Spon ADR | 0.19% | 35,969 | $429K | Add +84.0% |
| WST West Pharmaceutical Services | 0.18% | 1,857 | $416K | Reduce -3.6% |
| RTX RTX Corp. | 0.18% | 3,123 | $414K | Reduce -1.9% |
| SONY Sony Group Corp. - SP ADR | 0.18% | 16,143 | $410K | Add +23.6% |
| NEE Nextera Energy Inc. | 0.17% | 5,589 | $396K | Reduce -3.2% |
| MFC Manulife Financial Corp. | 0.17% | 12,612 | $393K | Reduce -0.8% |
| IGF iShares Global Infrastructur | 0.17% | 7,123 | $389K | Reduce -2.1% |
| UNP Union Pacific Corp. | 0.17% | 1,637 | $387K | Add +16.2% |
| AVGO Broadcom Inc. | 0.17% | 2,278 | $381K | Add +21.0% |
| ALL Allstate Corp. | 0.17% | 1,835 | $380K | Add +44.0% |
| DUK Duke Energy Corp. | 0.17% | 3,104 | $379K | Add +8.5% |
| LII Lennox International Inc. | 0.16% | 664 | $372K | Add +2.6% |
| ANSS Ansys Inc. | 0.16% | 1,168 | $370K | Reduce -3.5% |
Portfolio Sells Q4 2024 → Q1 2025
| QUAL iShares MSCI USA Quality Fac | Reduce -3.1% | 22.09% | −3.35 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.8% | 10.52% | −2.00 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −1.62 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.56 |
| F Ford Motor Co. | Reduce -39.4% | 0.65% | −0.48 |
| VEA Vanguard Ftse Developed ETF | Reduce -27.2% | 1.13% | −0.43 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.33 |
| MSFT Microsoft Corp. | Reduce -1.2% | 1.44% | −0.31 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.21 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.6% | 1.17% | −0.21 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.17 |
| GLOB Globant SA | Reduce -5.0% | 0.14% | −0.15 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.15 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.14 |
| WK Workiva Inc. | Sold out | 0.00% | −0.14 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.14 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -7.3% | 0.52% | −0.14 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.13 |
| COP Conocophillips | Sold out | 0.00% | −0.13 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.12 |
| FND Floor & Decor Holdings Inc. Class A | Sold out | 0.00% | −0.12 |
| WST West Pharmaceutical Services | Reduce -3.6% | 0.18% | −0.11 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.11 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.11 |
| CRH CRH PLC | Sold out | 0.00% | −0.11 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.11 |
| IHG Intercontinental Hotels-ADR | Sold out | 0.00% | −0.11 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.11 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.10 |
| IDA Idacorp Inc. | Sold out | 0.00% | −0.10 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.10 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.10 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.10 |
| MINT PIMCO Enhanced Short Maturit | Reduce -35.6% | 0.15% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -19.5% | 0.34% | −0.10 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.10 |
| MCO Moody's Corp. | Sold out | 0.00% | −0.10 |
| HDB HDFC Bank Ltd.-ADR | Reduce -40.9% | 0.13% | −0.09 |
| ON On Semiconductor | Reduce -1.1% | 0.14% | −0.09 |
| DIS The Walt Disney Co. | Reduce -21.0% | 0.15% | −0.08 |
| ADI Analog Devices Inc. | Reduce -3.8% | 0.45% | −0.08 |
| FIS Fidelity National Info Serv | Reduce -32.9% | 0.10% | −0.07 |
| DHR Danaher Corp. | Reduce -4.6% | 0.25% | −0.07 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.9% | 0.21% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -5.1% | 0.54% | −0.06 |
| USB US Bancorp | Reduce -16.3% | 0.12% | −0.06 |
| HLN Haleon PLC-ADR | Reduce -37.4% | 0.10% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.3% | 0.25% | −0.05 |
| MEDP Medpace Holdings Inc. | Reduce -16.9% | 0.12% | −0.05 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.4% | 0.33% | −0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| MFSI MFS Active International | New | 5.29% | +5.29 |
| DIVI Franklin International Core | New | 5.02% | +5.02 |
| SDVY First Trust Smid Cap Rising | New | 0.37% | +0.37 |
| ARDT Ardent Health Inc. | New | 0.30% | +0.30 |
| JNJ Johnson & Johnson | Add +29.2% | 0.96% | +0.27 |
| DB Deutsche Bank AG-Registered | Add +124.2% | 0.29% | +0.19 |
| XOM Exxon Mobil Corp. | Add +91.1% | 0.35% | +0.17 |
| GILD Gilead Sciences Inc. | Add +80.0% | 0.33% | +0.17 |
| NFLX Netflix Inc. | Add +45.5% | 0.52% | +0.15 |
| SAN Banco Santander SA-Spon ADR | Add +113.2% | 0.22% | +0.15 |
| UNM Unum Group | New | 0.15% | +0.15 |
| AMT American Tower Corp. | New | 0.14% | +0.14 |
| MDT Medtronic PLC | New | 0.14% | +0.14 |
| CL Colgate-Palmolive Co. | New | 0.13% | +0.13 |
| MLI Mueller Industries Inc. | New | 0.13% | +0.13 |
| RMD Resmed Inc. | New | 0.13% | +0.13 |
| CTVA Corteva Inc. | New | 0.13% | +0.13 |
| SCHW Schwab (charles) Corp. | New | 0.13% | +0.13 |
| ABT Abbott Laboratories | Add +51.8% | 0.31% | +0.12 |
| CNS Cohen & Steers Inc. | New | 0.12% | +0.12 |
| ECL Ecolab Inc. | Add +93.8% | 0.25% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +20.3% | 0.50% | +0.12 |
| JOYY Joyy Inc.-ADR | New | 0.12% | +0.12 |
| ODFL Old Dominion Freight Line | New | 0.11% | +0.11 |
| CBT Cabot Corp. | New | 0.11% | +0.11 |
| SO The Southern Co. | New | 0.11% | +0.11 |
| KR Kroger Co. | New | 0.11% | +0.11 |
| PGR Progressive Corp. | New | 0.10% | +0.10 |
| MO Altria Group Inc. | Add +94.8% | 0.20% | +0.10 |
| OVV Ovintiv Inc. | New | 0.10% | +0.10 |
| BRO Brown & Brown Inc. | New | 0.10% | +0.10 |
| GHC Graham Holdings Co. Class B | New | 0.10% | +0.10 |
| LOW Lowe's Cos Inc. | Add +41.6% | 0.51% | +0.10 |
| GE General Electric | New | 0.10% | +0.10 |
| BR Broadridge Financial Solutio | New | 0.10% | +0.10 |
| BCS Barclays PLC-Spons ADR | Add +71.6% | 0.22% | +0.10 |
| IDMO Invesco S&P International DE | New | 0.10% | +0.10 |
| TMUS T-Mobile US Inc. | New | 0.10% | +0.10 |
| NWG Natwest Group PLC -Spon ADR | Add +84.0% | 0.19% | +0.09 |
| FMX Fomento Economico Mex-SP ADR | New | 0.09% | +0.09 |
| NKE Nike Inc. Class B | New | 0.09% | +0.09 |
| TS Tenaris SA-ADR | New | 0.09% | +0.09 |
| MRSH Marsh & McLennan Cos | New | 0.09% | +0.09 |
| PFE Pfizer Inc. | New | 0.09% | +0.09 |
| MU Micron Technology Inc. | New | 0.09% | +0.09 |
| V Visa Inc. Class A | Add +12.8% | 0.62% | +0.09 |
| CALM Cal-Maine Foods Inc. | New | 0.09% | +0.09 |
| GTX Garrett Motion Inc. | New | 0.08% | +0.08 |
| KGC Kinross Gold Corp. | New | 0.07% | +0.07 |
| SMFG Sumitomo Mitsui-Spons ADR | New | 0.07% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 304 | $385.7M | QUAL, MFSI, DIVI, IJR, AAPL |
| Q1 2026 | 279 | $334.4M | QUAL, DIVI, MFSI, IJR, AAPL |
| Q4 2025 | 259 | $324.5M | QUAL, MFSI, DIVI, IJR, AAPL |
| Q3 2025 | 248 | $302.3M | QUAL, MFSI, DIVI, IJR, AAPL |
| Q2 2025 | 246 | $282.3M | QUAL, MFSI, DIVI, IJR, RIVN |
| Q1 2025 | 210 | $227.6M | QUAL, IJR, MFSI, DIVI, SNA |
| Q4 2024 | 193 | $212.5M | QUAL, IJR, SNA, AAPL, RIVN |
| Q3 2024 | 204 | $207.8M | QUAL, IJR, AAPL, SNA, RIVN |
| Q2 2024 | 183 | $193.0M | QUAL, IJR, RIVN, AAPL, SNA |
| Q1 2024 | 181 | $188.3M | QUAL, IJR, RIVN, SNA, AAPL |