Baron Wealth Management LLC
All 13F Filings
- Location
- Troy, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 385,668
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/7/2026 | 304 | 385,668 | 13F-HR | Baron Wealth Management LLC |
| 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 | 183.8 K | 47.7% | 25.67 K | 0 | 25.67 K |
| ETFs | 201.8 K | 52.3% | 25.59 K | 0 | 25.59 K |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
385,668
Holdings
304
QoQ value change ($000)
51,255
(15.3%)
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.