Baron Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Troy, MI
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
279
Total value ($000)
$334,413
Net value change ($000)
+9,910 (3.1%)
New positions
44
Sold out positions
24
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AAPL 4,458 44.7%
IVOG 2,787 79.3%
DIVI 1,174 4.2%
SDVY 1,054 16.6%
GOOGL 1,048 71.4%
GOOGL 781 35.8%
SNA 625 7.6%
ODFL 607 NEW
ADSK 499 NEW
JNJ 497 20.9%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -2,676 -4.7%
MSFT -1,530 -32.1%
IJR -1,523 -6.6%
RIVN -1,463 -23.6%
MFSI -819 -2.8%
F -760 -52.8%
IVV -744 -76.5%
IWD -631 -100.0%
NVDA -433 -9.8%
ABT -416 -57.9%
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