Baron Wealth Management LLC

Q3 2026 13F-HR Holdings

Location
Troy, MI
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
306
Total value ($000)
$388,819
Net value change ($000)
+3,151 (0.8%)
New positions
31
Sold out positions
29
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 2,808 17.6%
MSFT 1,752 44.8%
ABBV 692 80.4%
EXXONMOBIL HOLDINGS CORP 656 NEW
QUAL 591 1.0%
WCCB 551 NEW
ACN 543 208.0%
FELG 517 20.4%
AMZN 473 12.9%
NVDA 456 9.7%
Top Reduces (Value $000, Stocks/ETFs)
IJR -2,036 -8.5%
SNA -954 -9.7%
RIVN -757 -13.9%
XOM -673 -100.0%
SDVY -608 -6.6%
CAT -482 -29.6%
MU -460 -25.9%
LOW -452 -46.8%
GOOGL -420 -11.1%
CCI -389 -100.0%
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