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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 5 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VO VANGUARD INDEX FDS 8,387.0 $676K 0.17% +6K +299.9% $80.57 +3.1%
82 XOM EXXON MOBIL CORP Energy 4,919.0 $673K 0.17% +28.0 +0.6% $136.73 +14.4%
83 VOD VODAFONE GROUP PLC Communication Services 50,591.0 $669K 0.17% $13.23 +20.1%
84 WFC WELLS FARGO & CO Financial Services 8,040.0 $664K 0.17% -794.0 -9.0% $82.64 +2.8%
85 ASML ASML HLDG NV Technology 333.0 $662K 0.17% +6.0 +1.8% $1989.44 -12.8%
86 MGA MAGNA INTL INC Consumer Cyclical 10,086.0 $662K 0.17% +2K +20.9% $65.66 +0.1%
87 RTX RTX CORPORATION Industrials 3,394.0 $644K 0.17% +140.0 +4.3% $189.71 +11.8%
88 SU SUNCOR ENERGY INC NEW Energy 11,981.0 $643K 0.17% +345.0 +3.0% $53.68 +23.7%
89 TRV TRAVELERS COMPANIES INC Financial Services 1,918.0 $633K 0.16% +163.0 +9.3% $330.16 +11.9%
90 TSEM TOWER SEMICONDUCTOR LTD Technology 2,423.0 $632K 0.16% +388.0 +19.1% $260.64 -15.6%
91 EMR EMERSON ELEC CO Industrials 4,333.0 $620K 0.16% -49.0 -1.1% $143.14 +10.2%
92 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 24,421.0 $612K 0.16% +2K +6.7% $25.06 +14.5%
93 BPOP POPULAR INC Financial Services 3,720.0 $611K 0.16% $164.18 +3.4%
94 C CITIGROUP INC Financial Services 4,257.0 $596K 0.15% +52.0 +1.2% $139.95 -5.2%
95 GLW CORNING INC Technology 2,303.0 $588K 0.15% +308.0 +15.4% $255.48 -40.2%
96 ON ON SEMICONDUCTOR CORP Technology 6,212.0 $587K 0.15% $94.54 -20.9%
97 AMD ADVANCED MICRO DEVICES INC Technology 1,005.0 $584K 0.15% NEW $580.91 -17.9%
98 GE GE AEROSPACE Industrials 1,548.0 $579K 0.15% +26.0 +1.7% $373.81 -8.3%
99 GS GOLDMAN SACHS GROUP INC Financial Services 564.0 $571K 0.15% +26.0 +4.8% $1012.04 +2.8%
100 DHR DANAHER CORP DEL Healthcare 2,971.0 $566K 0.15% +312.0 +11.7% $190.49 +13.3%
Page 5 of 16  ·  304 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 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%