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Home > Institutional Investor > Baron Wealth Management Llc > Profile

Instuitional Investor - Baron Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Baron Wealth Management Llc
Portfolio Value $302,263,192
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 284,039 $55,245,673 18.28%
2.
Mfs Active Exchange Traded F - INTERNATINL ETF
 957,013 $28,270,172 9.35%
3.
Franklin Templeton Etf Tr
 707,015 $26,378,737 8.73%
4.
Ishares Trust
 IEF 212,658 $25,270,199 8.36%
5.
Apple Inc.
 AAPL 35,779 $9,110,423 3.01%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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