Baron Wealth Management LLC

Q4 2025 13F-HR Holdings

Location
Troy, MI
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
259
Total value ($000)
$324,503
Net value change ($000)
+22,240 (7.4%)
New positions
38
Sold out positions
27
Turnover %
6.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVOG 3,516 NEW
SDVY 2,674 72.6%
DIVI 1,892 7.2%
MFSI 1,510 5.3%
QUAL 1,279 2.3%
FELG 1,017 176.0%
BND 942 NEW
AAPL 860 9.4%
AVGO 759 63.6%
IVV 740 319.0%
Top Reduces (Value $000, Stocks/ETFs)
IJR -2,337 -9.2%
RIVN -1,357 -18.0%
OVV -363 -100.0%
PM -340 -100.0%
NFLX -321 -21.4%
AMT -318 -100.0%
CALM -308 -100.0%
CMA -306 -100.0%
PSIX -286 -100.0%
TSLA -273 -16.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type