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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 $334,412,970
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 280,742 $53,849,087 16.1%
2.
Franklin Templeton Etf Tr
 739,650 $29,445,477 8.81%
3.
Mfs Active Exchange Traded F - INTERNATINL ETF
 974,446 $28,960,540 8.66%
4.
Ishares Trust
 IEF 172,228 $21,409,640 6.4%
5.
Apple Inc.
 AAPL 56,850 $14,428,075 4.31%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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