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Home > Institutional Investor > Baron Wealth Management Llc > 13F Holdings

Instuitional Investor - Baron Wealth Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 284,589 $56,525,126 17.42%
2.
Mfs Active Exchange Traded F - INTERNATINL ETF
 978,004 $29,780,211 9.18%
3.
Franklin Templeton Etf Tr
 726,946 $28,270,944 8.71%
4.
Ishares Trust
 IEF 190,826 $22,933,488 7.07%
5.
Apple Inc.
 AAPL 36,675 $9,970,330 3.07%
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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