Baron Wealth Management LLC
Baron Wealth Management LLC reported 304 holdings worth US$386M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 7, 2026
Baron Wealth Management LLC reported 304 holdings worth US$386M as of Jun 30, 2026. Largest: Apple Inc, Snap-on Incorporated and Alphabet Inc (google) Class C. Filed Jul 7, 2026 (Form 13F).
- Holdings
- 304
- Value as reported
- US$386M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 55,142 | US$16M | 4.1% |
| Snap-on Incorporated | 24,447 | US$9.84M | 2.6% |
| Alphabet Inc (google) Class C | 19,189 | US$6.86M | 1.8% |
| Rivian Automotive, Inc. | 314K | US$5.45M | 1.4% |
| Nvidia Corporation | 23,604 | US$4.72M | 1.2% |
| Microsoft Corp. | 10,478 | US$3.91M | 1.0% |
| Amazon.com, Inc. | 15,434 | US$3.68M | 0.95% |
| Johnson & Johnson | 11,563 | US$2.94M | 0.76% |
| Broadcom Inc. | 6,333 | US$2.39M | 0.62% |
| Jp Morgan Chase & Co. | 6,315 | US$2.07M | 0.54% |
| Borgwarner Inc. | 26,894 | US$1.79M | 0.46% |
| Micron Technology, Inc. | 1,541 | US$1.78M | 0.46% |
| Five Below, Inc. | 9,702 | US$1.74M | 0.45% |
| Parker-hannifin Corporation | 1,769 | US$1.73M | 0.45% |
| Analog Devices, Inc. | 4,276 | US$1.7M | 0.44% |
| Caterpillar, Inc. | 1,528 | US$1.63M | 0.42% |
| Visa Inc. | 4,416 | US$1.52M | 0.39% |
| Cisco Systems, Inc. | 12,651 | US$1.49M | 0.39% |
| Jabil Inc. | 3,508 | US$1.35M | 0.35% |
| Tesla, Inc. | 3,151 | US$1.33M | 0.34% |
| Banco Santander, S.a. | 94,626 | US$1.31M | 0.34% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,727 | US$1.3M | 0.34% |
| Walmart Inc. | 11,432 | US$1.29M | 0.34% |
| Morgan Stanley | 5,817 | US$1.22M | 0.32% |
| Berkshire Hathaway Inc. | 2,384 | US$1.19M | 0.31% |
| Gilead Sciences, Inc. | 8,953 | US$1.13M | 0.29% |
| Eli Lilly And Company | 941 | US$1.13M | 0.29% |
| Barclays Plc | 40,847 | US$1.1M | 0.28% |
| Procter & Gamble Company (the) | 7,361 | US$1.08M | 0.28% |
| Advanced Energy Industries, Inc. | 2,883 | US$1.07M | 0.28% |
| Corteva, Inc. | 12,419 | US$1.05M | 0.27% |
| Garrett Motion Inc. | 28,723 | US$1.04M | 0.27% |
| Meta Platforms, Inc. | 1,776 | US$1M | 0.26% |
| Natwest Group Plc | 55,179 | US$973K | 0.25% |
| Lowe's Companies, Inc. | 4,380 | US$966K | 0.25% |
| Fastenal Company | 20,030 | US$962K | 0.25% |
| U.s. Bancorp | 15,752 | US$951K | 0.25% |
| Altria Group, Inc. | 12,924 | US$930K | 0.24% |
| Abbvie Inc. | 3,422 | US$861K | 0.22% |
| S&p Global Inc. | 2,046 | US$833K | 0.22% |
| Mastercard Incorporated | 1,612 | US$828K | 0.21% |
| Unitedhealth Group Incorporated | 1,957 | US$813K | 0.21% |
| Colgate-palmolive Company | 8,860 | US$812K | 0.21% |
| Old Dominion Freight Line, Inc. | 3,714 | US$804K | 0.21% |
| Amgen Inc. | 2,185 | US$791K | 0.21% |
| Crowdstrike Holdings, Inc. | 1,035 | US$790K | 0.20% |
| Cabot Corporation | 8,512 | US$773K | 0.20% |
| Heico Corporation | 2,918 | US$753K | 0.20% |
| Enerflex Ltd. | 30,530 | US$748K | 0.19% |
| Sterling Infrastructure, Inc. | 890 | US$747K | 0.19% |
| Netflix, Inc. | 10,447 | US$746K | 0.19% |
| Bank Of America Corporation | 12,586 | US$717K | 0.19% |
| Moody's Corporation | 1,557 | US$705K | 0.18% |
| Bread Financial Holdings, Inc. | 6,466 | US$701K | 0.18% |
| Exxon Mobil Corporation | 4,919 | US$673K | 0.17% |
| Vodafone Group Public Limited Company | 50,591 | US$669K | 0.17% |
| Wells Fargo & Company | 8,040 | US$664K | 0.17% |
| Asml Holding Nv | 333 | US$662K | 0.17% |
| Magna International Inc. | 10,086 | US$662K | 0.17% |
| Rtx Corporation | 3,394 | US$644K | 0.17% |
| Suncor Energy Inc. | 11,981 | US$643K | 0.17% |
| The Travelers Companies, Inc. | 1,918 | US$633K | 0.16% |
| Emerson Electric Company | 4,333 | US$620K | 0.16% |
| Banco Bilbao Vizcaya Argentaria, S.a. | 24,421 | US$612K | 0.16% |
| Citigroup, Inc. | 4,257 | US$596K | 0.15% |
| Corning Incorporated | 2,303 | US$588K | 0.15% |
| On Semiconductor Corporation | 6,212 | US$587K | 0.15% |
| Advanced Micro Devices Inc | 1,005 | US$584K | 0.15% |
| Ge Aerospace | 1,548 | US$579K | 0.15% |
| Goldman Sachs Group, Inc. (the) | 564 | US$571K | 0.15% |
| Danaher Corporation | 2,971 | US$566K | 0.15% |
| Verisign, Inc. | 2,218 | US$558K | 0.14% |
| Celestica Inc. | 1,519 | US$554K | 0.14% |
| Toll Brothers, Inc. | 3,279 | US$540K | 0.14% |
| Mcdonald's Corporation | 1,976 | US$534K | 0.14% |
| Aflac Incorporated | 4,528 | US$531K | 0.14% |
| Stryker Corporation | 1,658 | US$522K | 0.14% |
| Kinross Gold Corporation | 21,941 | US$518K | 0.13% |
| Allstate Corporation (the) | 2,141 | US$509K | 0.13% |
| Merck & Company, Inc. | 3,920 | US$504K | 0.13% |
| Manulife Financial Corporation | 12,432 | US$504K | 0.13% |
| Ge Vernova Inc. | 415 | US$488K | 0.13% |
| Verisk Analytics, Inc. | 2,716 | US$488K | 0.13% |
| Alcoa Corporation | 9,044 | US$472K | 0.12% |
| Cintas Corporation | 2,739 | US$466K | 0.12% |
| Servicenow, Inc. | 4,686 | US$465K | 0.12% |
| Cohen & Steers Inc | 6,100 | US$464K | 0.12% |
| L3harris Technologies, Inc. | 1,587 | US$461K | 0.12% |
| Canadian Imperial Bank Of Commerce | 3,995 | US$459K | 0.12% |
| International Business Machines Corporation | 1,603 | US$451K | 0.12% |
| Imperial Oil Limited | 4,024 | US$451K | 0.12% |
| Wesco International, Inc. | 1,303 | US$450K | 0.12% |
| Tyler Technologies, Inc. | 1,536 | US$449K | 0.12% |
| Duke Energy Corporation (holding Company) | 3,507 | US$444K | 0.12% |
| Mueller Industries, Inc. | 3,604 | US$443K | 0.11% |
| 3m Company | 2,714 | US$439K | 0.11% |
| W.r. Berkley Corporation | 6,221 | US$439K | 0.11% |
| Centerra Gold Inc. | 27,488 | US$436K | 0.11% |
| Korn Ferry | 6,497 | US$433K | 0.11% |
| Kennametal Inc. | 12,054 | US$422K | 0.11% |
Every holding of Baron Wealth Management LLC
Source
View original at SEC
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