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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 4 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV ABBVIE INC Healthcare 3,469.0 $755K 0.23% +1K +42.1% $217.51 +11.8%
62 MO ALTRIA GROUP INC Consumer Defensive 11,405.0 $753K 0.23% +1K +11.1% $65.99 +10.9%
63 BCS BARCLAYS PLC Financial Services 35,288.0 $747K 0.22% -3K -7.8% $21.16 +29.0%
64 DB DEUTSCHE BK AG Financial Services 24,859.0 $740K 0.22% -3K -9.4% $29.78 +15.4%
65 NATWEST GROUP PLC 48,058.0 $716K 0.21% -489.0 -1.0% $14.90
66 WFC WELLS FARGO & CO Financial Services 8,834.0 $703K 0.21% -1K -11.4% $79.61 +6.5%
67 USB US BANCORP Financial Services 13,467.0 $700K 0.21% +469.0 +3.6% $52.01 +17.7%
68 F FORD MTR CO Consumer Cyclical 58,916.0 $680K 0.20% -51K -46.3% $11.54 +22.3%
69 MA MASTERCARD INCORPORATED Financial Services 1,359.0 $679K 0.20% -129.0 -8.7% $499.76 -2.2%
70 CB CHUBB LTD SWITZ Financial Services 2,042.0 $666K 0.20% $325.99 +1.5%
71 KGC KINROSS GOLD CORP Basic Materials 21,288.0 $650K 0.19% -771.0 -3.5% $30.52 -21.2%
72 RTX RTX CORPORATION Industrials 3,254.0 $628K 0.19% +54.0 +1.7% $192.93 -3.3%
73 ENERFLEX LTD 29,779.0 $623K 0.19% +2K +7.6% $20.92
74 TYL TYLER TECHNOLOGIES INC Technology 1,816.0 $622K 0.19% +449.0 +32.9% $342.38 -17.9%
75 UI UBIQUITI INC Technology 782.0 $618K 0.18% -156.0 -16.6% $790.47 -31.5%
76 BAC BANK AMERICA CORP Financial Services 12,643.0 $616K 0.18% +250.0 +2.0% $48.75 +19.4%
77 OEF ISHARES TR 1,920.0 $611K 0.18% -316.0 -14.1% $318.07 +12.4%
78 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3,106.0 $607K 0.18% NEW $195.42 +12.6%
79 JCI JOHNSON CONTROLS INTERNATION Industrials 4,630.0 $606K 0.18% +105.0 +2.3% $130.96 +11.1%
80 VO VANGUARD INDEX FDS 2,097.0 $602K 0.18% $287.19 -71.9%
Page 4 of 14  ·  279 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%