Notify me when Baron Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 259 | $324,503,468 | +$29,193,299 | -$15,467,012 | +$13,726,287 | QUAL, MFSI, DIVI, IJR, AAPL | 13F-HR | 14 Jan 2026, 12:12 |
| Q3 2025 | 248 | $302,263,192 | +$12,415,474 | -$12,522,246 | -$106,772 | QUAL, MFSI, DIVI, IJR, AAPL | 13F-HR | 20 Oct 2025, 10:36 |
| Q2 2025 | 246 | $282,276,499 | +$50,727,034 | -$12,399,870 | +$38,327,164 | QUAL, MFSI, DIVI, IJR, RIVN | 13F-HR | 09 Jul 2025, 15:28 |
| Q1 2025 | 210 | $227,600,622 | +$41,285,627 | -$17,969,531 | +$23,316,096 | QUAL, IJR, MFSI, DIVI, SNA | 13F-HR | 14 May 2025, 10:44 |
| Q4 2024 | 193 | $212,491,796 | +$12,098,019 | -$9,636,816 | +$2,461,203 | QUAL, IJR, SNA, AAPL, RIVN | 13F-HR | 23 Jan 2025, 12:24 |
| Q3 2024 | 204 | $207,790,219 | +$14,056,590 | -$8,765,191 | +$5,291,399 | QUAL, IJR, AAPL, SNA, RIVN | 13F-HR | 07 Nov 2024, 16:14 |
| Q2 2024 | 183 | $192,962,240 | +$11,314,223 | -$7,270,405 | +$4,043,818 | QUAL, IJR, RIVN, AAPL, SNA | 13F-HR | 13 Aug 2024, 08:48 |
| Q1 2024 | 181 | $188,348,448 | +$7,644,309 | -$7,196,729 | +$447,580 | QUAL, IJR, RIVN, SNA, AAPL | 13F-HR | 08 May 2024, 13:54 |
| Q4 2023 | 176 | $182,559,029 | +$15,643,614 | -$4,312,608 | +$11,331,006 | QUAL, IJR, RIVN, AAPL, SNA | 13F-HR | 04 Jan 2024, 11:13 |
| Q3 2023 | 139 | $156,619,868 | +$6,912,504 | -$5,738,089 | +$1,174,415 | QUAL, IJR, RIVN, SNA, AAPL | 13F-HR | 01 Nov 2023, 13:56 |
| Q2 2023 | 144 | $157,502,326 | +$10,499,286 | -$4,973,113 | +$5,526,173 | QUAL, IJR, RIVN, AAPL, SNA | 13F-HR | 08 Aug 2023, 14:49 |
| Q1 2023 | 137 | $141,220,840 | +$13,864,222 | -$8,881,980 | +$4,982,242 | QUAL, IJR, RIVN, AAPL, SNA | Restatement | 06 Jun 2023, 11:34 |
| Q4 2022 | 133 | $130,437,624 | $0 | $0 | $0 | QUAL, IJR, RIVN, SNA, AAPL | Restatement | 06 Jun 2023, 11:29 |