Baron Wealth Management LLC
Baron Wealth Management LLC reported 304 positions worth $385.7M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: QUAL (16.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QUAL | SH | $61.8M | 16.04% | 281,840 | — | — | |
| ▸ 2 | MFSI | SH | $32.3M | 8.37% | 993,624 | — | — | |
| ▸ 3 | DIVI | SH | $32.0M | 8.30% | 748,975 | — | — | |
| ▸ 4 | IJR | SH | $24.0M | 6.22% | 161,676 | — | — | |
| ▸ 5 | AAPL | SH | $16.0M | 4.14% | 55,142 | — | — | |
| ▸ 6 | SNA | SH | $9.8M | 2.55% | 24,447 | — | — | |
| ▸ 7 | SDVY | SH | $9.2M | 2.39% | 213,371 | — | — | |
| ▸ 8 | IVOG | SH | $8.7M | 2.27% | 59,722 | — | — | |
| ▸ 9 | SPY | SH | $6.3M | 1.64% | 8,466 | — | — | |
| ▸ 10 | RIVN | SH | $5.4M | 1.41% | 313,953 | — | — |
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Frequently Asked Questions
What stocks does Baron Wealth Management LLC hold as of Q2 2026?
Baron Wealth Management LLC reported 304 positions worth $385.7M in its Q2 2026 13F filing. Largest positions: QUAL (16.0%), MFSI (8.4%), DIVI (8.3%), IJR (6.2%) and AAPL (4.1%).
What did Baron Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Baron Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.