Fund HoldingsBaron Wealth Management LLC

Total Portfolio Value
$324.50M
Total Bought
$37.05M
Total Sold
$14.31M
Net Transaction
+$22.74M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD ADMIRAL FDS INC029,250+29,25003,5161.08%+3,516
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
96,835165,869+69,0343,6826,3561.96%+2,674
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
707,015726,946+19,93126,37928,2718.71%+1,892
MFS ACTIVE EXCHANGE TRADED F
INTERNATINL ETF
957,013978,004+20,99128,27029,7809.18%+1,510
ISHARES TR
MSCI USA QLT FCT
284,039284,589+55055,24656,52517.42%+1,279
FIDELITY COVINGTON TRUST
ENHANCED LARGE
14,05438,248+24,1945781,5950.49%+1,017
VANGUARD BD INDEX FDS012,722+12,72209420.29%+942
APPLE INC(AAPL)35,77936,675+8969,1109,9703.07%+860
BROADCOM INC(AVGO)3,6165,639+2,0231,1931,9520.60%+759
ISHARES TR01,419+1,41909720.30%+972
ISHARES TR03,001+3,00106310.19%+631
BNY MELLON ETF TRUST II
DYNAMIC VALUE
021,236+21,23606160.19%+616
ALPHABET INC(GOOG)6,6466,965+3191,6162,1800.67%+564
AMAZON COM INC(AMZN)014,444+14,44403,3341.03%+3,334
ALCOA CORP(AA)08,908+8,90804730.15%+473
WALMART INC(WMT)9,31912,775+3,4569601,4230.44%+463
NVIDIA CORPORATION(NVDA)21,27723,722+2,4453,9704,4241.36%+454
ELI LILLY & CO(LLY)0838+83809010.28%+901
AMGEN INC(AMGN)8561,897+1,0412426210.19%+379
PARKER-HANNIFIN CORP(PH)1,5991,784+1851,2121,5680.48%+356
MAGNA INTL INC(MGA)06,572+6,57203500.11%+350
ALPHABET INC(GOOG)4,5944,678+841,1191,4680.45%+349
TRAVEL PLUS LEISURE CO(TNL)04,820+4,82003400.10%+340
FAIR ISAAC CORP(FICO)0192+19203250.10%+325
BREAD FINANCIAL HOLDINGS INC04,070+4,07003010.09%+301
MARKEL GROUP INC(MKL)0138+13802970.09%+297
BOEING CO(BA)01,353+1,35302940.09%+294
DELUXE CORP(DLX)013,120+13,12002930.09%+293
SHOPIFY INC(SHOP)01,675+1,67502700.08%+270
WAFD INC(WAFD)08,397+8,39702690.08%+269
JOHNSON & JOHNSON(JNJ)11,40311,504+1012,1142,3810.73%+266
BARCLAYS PLC34,43338,282+3,8497129740.30%+263
INSTALLED BLDG PRODS INC(IBP)01,007+1,00702610.08%+261
US BANCORP DEL(USB)9,00112,998+3,9974356940.21%+259
PALANTIR TECHNOLOGIES INC(PLTR)01,435+1,43502550.08%+255
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,318+1,31802520.08%+252
ENERFLEX LTD(EFXT)027,668+27,66804270.13%+427
INTERNATIONAL BUSINESS MACHS(IBM)01,586+1,58604700.14%+470
TOLL BROTHERS INC(TOL)01,671+1,67102260.07%+226
GE VERNOVA INC(GEV)0342+34202240.07%+224
VANGUARD INDEX FDS04,187+4,18708000.25%+800
DOVER CORP(DOV)01,140+1,14002230.07%+223
AFFILIATED MANAGERS GROUP IN0771+77102220.07%+222
NATWEST GROUP PLC(NWG)048,547+48,54708500.26%+850
HARTFORD INSURANCE GROUP INC(HIG)01,602+1,60202210.07%+221
TEEKAY TANKERS LTD(TNK)04,035+4,03502160.07%+216
REINSURANCE GRP OF AMERICA I(RGA)01,055+1,05502150.07%+215
BLACKSTONE INC(BX)01,381+1,38102130.07%+213
ONEMAIN HLDGS INC(OMF)03,138+3,13802120.07%+212
FLUOR CORP NEW(FLR)05,300+5,30002100.06%+210
ATKORE INC03,320+3,32002100.06%+210
MICRON TECHNOLOGY INC(MU)01,689+1,68904820.15%+482
CENCORA INC0605+60502040.06%+204
MORGAN STANLEY(MS)5,2665,864+5988371,0410.32%+204
ZIM INTEGRATED SHIPPING SERV
SHS
09,515+9,51502020.06%+202
SUN CTRY AIRLS HLDGS INC013,117+13,11701890.06%+189
CATERPILLAR INC(CAT)1,3461,430+846428190.25%+177
DANAHER CORPORATION(DHR)03,019+3,01906910.21%+691
GE AEROSPACE(GE)01,478+1,47804550.14%+455
WELLS FARGO CO NEW(WFC)9,1499,966+8177679290.29%+162
VANGUARD TAX-MANAGED FDS51,11851,555+4373,0633,2210.99%+158
CORTEVA INC(CTVA)08,695+8,69505830.18%+583
CISCO SYS INC(CSCO)011,189+11,18908620.27%+862
CITIGROUP INC(C)3,3654,213+8483414920.15%+150
BORGWARNER INC23,11125,848+2,7371,0161,1650.36%+149
MERCK & CO INC(MRK)03,840+3,84004040.12%+404
ABBVIE INC(ABBV)1,7782,441+6634125580.17%+146
SPDR S&P 500 ETF TR(SPY)8,5258,536+115,6795,8211.79%+142
AMERICAN EXPRESS CO(AXP)01,109+1,10904100.13%+410
EXXON MOBIL CORP4,2245,090+8664766130.19%+136
AGNC INVT CORP(AGNC)012,602+12,60201350.04%+135
EMERGENT BIOSOLUTIONS INC010,785+10,78501330.04%+133
GILEAD SCIENCES INC(GILD)08,393+8,39301,0300.32%+1,030
ANALOG DEVICES INC(ADI)04,707+4,70701,2770.39%+1,277
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,6782,886+2087488770.27%+129
KENNAMETAL INC(KMT)011,533+11,53303280.10%+328
BAYTEX ENERGY CORP(BTE)038,485+38,48501240.04%+124
THERMO FISHER SCIENTIFIC INC(TMO)718815+973484720.15%+124
MEDTRONIC PLC(MDT)3,0744,332+1,2582934160.13%+123
GARRETT MOTION INC(GTX)24,87626,446+1,5703394610.14%+122
CENTERRA GOLD INC(CGAU)23,43925,981+2,5422523730.12%+122
ZOETIS INC(ZTS)02,965+2,96503730.11%+373
BANCO BILBAO VIZCAYA ARGENTA(BBVA)23,03924,068+1,0294435610.17%+118
PIMCO ETF TR
ENHAN SHRT MA AC
03,958+3,95803970.12%+397
ADVANCED ENERGY INDS2,8772,87704896020.19%+113
JOHNSON CTLS INTL PLC
SHS
04,525+4,52505420.17%+542
WESTERN UN CO(WU)011,495+11,49501070.03%+107
GOLDMAN SACHS GROUP INC(GS)655708+535226230.19%+101
ISHARES TR
MSCI INTL VLU FT
010,691+10,69104070.13%+407
PUMA BIOTECHNOLOGY INC21,76735,392+13,6251162110.06%+95
VODAFONE GROUP PLC NEW(VOD)048,783+48,78306440.20%+644
TEEKAY CORPORATION LTD
SHS
010,480+10,4800950.03%+95
3M CO(MMM)03,196+3,19605120.16%+512
VANGUARD SPECIALIZED FUNDS18,46518,548+833,9854,0761.26%+92
KINROSS GOLD CORP(KGC)21,41922,059+6405326210.19%+89
CHUBB LIMITED
COM
02,037+2,03706360.20%+636
CELESTICA INC(CLS)1,4281,487+593524400.14%+88
DEUTSCHE BANK A G
NAMEN AKT
27,40127,432+319701,0580.33%+88
BANK AMERICA CORP012,393+12,39306820.21%+682
INVESCO EXCH TRADED FD TR II06,850+6,85003810.12%+381
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