Portfolio (Quarterly) Guide ↗

Baron Wealth Management LLC

· CIK 0001968507

13F Portfolio $334M AUM 279 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 44 New 124 Added 79 Reduced 24 Exited

Page 2 of 2 · 24 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	ADT	ADT INC DEL	Industrials	10,313	$83K	0.03%	SOLD
22	—	CUREVAC N V	—	16,669	$75K	0.02%	SOLD
23	ICL	ICL GROUP LTD	Basic Materials	10,354	$59K	0.02%	SOLD
24	UROY	URANIUM RTY CORP	Energy	12,358	$44K	0.01%	SOLD

Page 2 of 2 · 24 positions

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Sector Allocation

Technology 22.9%

Financial Services 18.5%

Industrials 16.2%

Consumer Cyclical 13.5%

Healthcare 8.9%

Communication Services 6.5%

Consumer Defensive 4.2%

Energy 4.2%

Basic Materials 3.7%

Utilities 1.1%