Portfolio (Quarterly) Guide ↗

Baron Wealth Management LLC

· CIK 0001968507

13F Portfolio $386M AUM 304 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 47 New 129 Added 76 Reduced 22 Exited

Page 2 of 2 · 22 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	WU	WESTERN UN CO	Financial Services	19,992	$175K	0.05%	SOLD
22	INNV	INNOVAGE HLDG CORP	Healthcare	12,959	$104K	0.03%	SOLD

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Sector Allocation

Technology 26.3%

Financial Services 20.0%

Industrials 17.4%

Consumer Cyclical 12.6%

Healthcare 8.0%

Communication Services 4.3%

Consumer Defensive 3.6%

Basic Materials 3.2%

Energy 2.8%

Utilities 1.1%