Baron Wealth Management LLC
All 13F Filings
- Location
- Troy, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 334,413
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/16/2026 | 279 | 334,413 | 13F-HR | Baron Wealth Management LLC |
| Q4 2025 | 1/14/2026 | 259 | 324,503 | 13F-HR | Baron Wealth Management LLC |
| Q3 2025 | 10/20/2025 | 248 | 302,263 | 13F-HR | Baron Wealth Management LLC |
| Q2 2025 | 7/9/2025 | 246 | 282,276 | 13F-HR | Baron Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158.2 K | 47.3% | 0 | 90.97 K | -90.97 K |
| ETFs | 176.2 K | 52.7% | 100.9 K | 0 | 100.9 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
334,413
Holdings
279
QoQ value change ($000)
9,910
(3.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.