Holdings
Baron Wealth Management LLC
As of Jun 30, 2026, Baron Wealth Management LLC reported 253 positions worth US$174M. Largest: Apple Inc, Snap-on Incorporated and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 55,142 | US$16M | −1,708 | Jun 30, 2026 |
| Snap-on Incorporated | 24,447 | US$9.84M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 19,189 | US$6.86M | +144 | Jun 30, 2026 |
| Rivian Automotive, Inc. | 314K | US$5.45M | no change | Jun 30, 2026 |
| Nvidia Corporation | 23,604 | US$4.72M | +717 | Jun 30, 2026 |
| Microsoft Corp. | 10,478 | US$3.91M | +1,725 | Jun 30, 2026 |
| Amazon.com, Inc. | 15,434 | US$3.68M | +406 | Jun 30, 2026 |
| Johnson & Johnson | 11,563 | US$2.94M | −210 | Jun 30, 2026 |
| Broadcom Inc. | 6,333 | US$2.39M | +558 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 6,315 | US$2.07M | +155 | Jun 30, 2026 |