Baron Wealth Management LLC
- SEC CIK
- 0001968507
- Latest filing
- Jul 7, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jun 6, 2023. Long positions only.
- Positions
- 133
- No filing for Q3 2022
- Portfolio value
- $130.4M
- No filing for Q3 2022
Baron Wealth Management LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 214,019 | $24.4M | 18.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 161,571 | $15.3M | 11.7% | – | – | – |
| RIVNRivian Automotive, Inc. | Stock | 612,453 | $11.3M | 8.7% | – | – | History |
| SNASnap-on Inc | COM | 20,723 | $4.73M | 3.6% | – | – | History |
| AAPLApple Inc. | Stock | 34,515 | $4.48M | 3.4% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 25,417 | $3.86M | 3.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,328 | $3.57M | 2.7% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 54,221 | $3.17M | 2.4% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 28,161 | $2.78M | 2.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 63,564 | $2.67M | 2.0% | – | – | – |
| FFord Motor Co | Stock | 190,150 | $2.21M | 1.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 8,862 | $2.13M | 1.6% | – | – | History |
| JNJJohnson & Johnson | Stock | 10,781 | $1.90M | 1.5% | – | – | History |
| FIVEFive Below, Inc | COM | 10,074 | $1.78M | 1.4% | – | – | History |
| BAXBaxter International Inc | Stock | 26,016 | $1.33M | 1.0% | – | – | History |
| CVXChevron Corp | Stock | 6,699 | $1.20M | 0.9% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,240 | $1.14M | 0.9% | – | – | – |
| PGProcter & Gamble Co | Stock | 5,902 | $894.5K | 0.7% | – | – | History |
| ADIAnalog Devices Inc | Stock | 4,939 | $810.1K | 0.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 9,590 | $805.6K | 0.6% | – | – | History |
| BWABorgwarner Inc | COM | 19,600 | $788.9K | 0.6% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 11,992 | $787.2K | 0.6% | – | – | – |
| GMGeneral Motors Co | COM | 22,836 | $768.2K | 0.6% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,385 | $734.3K | 0.6% | – | – | History |
| DHRDanaher Corp | Stock | 2,714 | $720.4K | 0.6% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,481 | $660.5K | 0.5% | – | – | – |
| CSGPCostar Group, Inc. | COM | 8,292 | $640.8K | 0.5% | – | – | History |
| NEENextera Energy Inc | Stock | 7,495 | $626.6K | 0.5% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 9,067 | $611.6K | 0.5% | – | – | – |
| VVisa Inc. | Stock | 2,864 | $595.0K | 0.5% | – | – | History |
| HEIHeico Corp | COM | 3,737 | $574.2K | 0.4% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 3,263 | $568.9K | 0.4% | – | – | – |
| VRSKVerisk Analytics, Inc. | COM | 3,192 | $563.1K | 0.4% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 4,191 | $562.0K | 0.4% | – | – | History |
| SPGIS&P Global Inc. | Stock | 1,617 | $541.6K | 0.4% | – | – | History |
| LINLinde PLC | SHS | 1,580 | $515.4K | 0.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 5,806 | $512.3K | 0.4% | – | – | History |
| iShares Tr464288372 | GLB INFRASTR ETF | 11,120 | $509.7K | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,491 | $507.7K | 0.4% | – | – | – |
| GLOBGlobant S.A. | COM | 2,935 | $493.6K | 0.4% | – | – | History |
| LOWLowes Companies Inc | Stock | 2,356 | $469.4K | 0.4% | – | – | History |
| RBARB Global Inc. | COM | 7,842 | $453.5K | 0.3% | – | – | History |
| DISWalt Disney Co | Stock | 5,219 | $453.4K | 0.3% | – | – | History |
| PAYCPaycom Software, Inc. | Stock | 1,439 | $446.5K | 0.3% | – | – | History |
| FASTFastenal Co | Stock | 9,339 | $441.9K | 0.3% | – | – | History |
| LOPEGrand Canyon Education, Inc. | COM | 4,154 | $438.9K | 0.3% | – | – | History |
| DVNDevon Energy Corp | Stock | 7,130 | $438.6K | 0.3% | – | – | History |
| EOGEOG Resources Inc | Stock | 3,329 | $431.2K | 0.3% | – | – | History |
| COPConocoPhillips | Stock | 3,639 | $429.4K | 0.3% | – | – | History |
| ROLRollins Inc | COM | 11,659 | $426.0K | 0.3% | – | – | History |
| DGDollar General Corp | COM | 1,724 | $424.5K | 0.3% | – | – | History |
| HALHalliburton Co | Stock | 10,774 | $424.0K | 0.3% | – | – | History |
| TYLTyler Technologies Inc | COM | 1,310 | $422.4K | 0.3% | – | – | History |
| VEEVVeeva Systems Inc | Stock | 2,564 | $413.8K | 0.3% | – | – | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 5,870 | $413.1K | 0.3% | – | – | – |
| SBUXStarbucks Corp | Stock | 4,127 | $409.4K | 0.3% | – | – | History |
| WSTWest Pharmaceutical Services Inc | COM | 1,739 | $409.3K | 0.3% | – | – | History |
| CRMSalesforce, Inc. | Stock | 3,050 | $404.4K | 0.3% | – | – | History |
| ONOn Semiconductor Corp | Stock | 6,462 | $403.0K | 0.3% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 701 | $386.0K | 0.3% | – | – | History |
| iShares S&P 100 ETF464287101 | ETF | 2,237 | $381.5K | 0.3% | – | – | – |
| MSMorgan Stanley | Stock | 4,456 | $378.9K | 0.3% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 7,892 | $376.0K | 0.3% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 912 | $372.1K | 0.3% | – | – | History |
| GOOGAlphabet Inc. | Stock | 4,193 | $372.0K | 0.3% | – | – | History |
| RTXRTX Corp | Stock | 3,569 | $360.2K | 0.3% | – | – | History |
| TJXTJX Companies Inc | Stock | 4,511 | $359.1K | 0.3% | – | – | History |
| AIGAmerican International Group, Inc. | Stock | 5,541 | $350.4K | 0.3% | – | – | History |
| NOWServiceNow, Inc. | Stock | 877 | $340.5K | 0.3% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 6,841 | $338.5K | 0.3% | – | – | – |
| CBChubb Ltd | Stock | 1,474 | $325.2K | 0.2% | – | – | History |
| PAYXPaychex Inc | Stock | 2,662 | $307.6K | 0.2% | – | – | History |
| VZVerizon Communications Inc | Stock | 7,797 | $307.2K | 0.2% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 3,651 | $304.0K | 0.2% | – | – | History |
| SHELShell plc | ADR | 5,336 | $303.9K | 0.2% | – | – | History |
| AMNAmn Healthcare Services Inc | COM | 2,935 | $301.8K | 0.2% | – | – | History |
| WRBBerkley W R Corp | COM | 4,087 | $296.6K | 0.2% | – | – | History |
| NVONovo Nordisk A S | ADR | 2,181 | $295.2K | 0.2% | – | – | History |
| ECLEcolab Inc. | Stock | 2,025 | $294.8K | 0.2% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 952 | $293.5K | 0.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 950 | $293.5K | 0.2% | – | – | History |
| ANSSAnsys Inc | COM | 1,203 | $290.6K | 0.2% | – | – | History |
| ALLYAlly Financial Inc. | Stock | 11,880 | $290.5K | 0.2% | – | – | History |
| FISVFiserv Inc | Stock | 2,818 | $284.8K | 0.2% | – | – | History |
| SYKStryker Corp | Stock | 1,165 | $284.7K | 0.2% | – | – | History |
| SNYSanofi | SPONSORED ADR | 5,803 | $281.0K | 0.2% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,916 | $280.0K | 0.2% | – | – | History |
| CMCSAComcast Corp | Stock | 7,992 | $279.5K | 0.2% | – | – | History |
| SIGISelective Insurance Group Inc | COM | 3,120 | $276.5K | 0.2% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 2,470 | $274.0K | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,688 | $272.8K | 0.2% | – | – | History |
| ETNEaton Corp plc | Stock | 1,735 | $272.3K | 0.2% | – | – | History |
| AFLAflac Inc | Stock | 3,702 | $266.3K | 0.2% | – | – | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 7,207 | $266.1K | 0.2% | – | – | – |
| BSXBoston Scientific Corp | Stock | 5,637 | $260.8K | 0.2% | – | – | History |
| WKWorkiva Inc | COM CL A | 3,072 | $258.0K | 0.2% | – | – | History |
| ALCAlcon Inc | Stock | 3,678 | $252.1K | 0.2% | – | – | History |
| WMTWalmart Inc. | Stock | 1,776 | $251.9K | 0.2% | – | – | History |
| PEPPepsiCo Inc | Stock | 1,393 | $251.6K | 0.2% | – | – | History |
| BLBlackline, Inc. | COM | 3,708 | $249.4K | 0.2% | – | – | History |