Baron Wealth Management LLC

CIK 0001968507 · Q2 2026

13F Equity AUM

$385.7M

+15.3% QoQ

Positions

304

+25 QoQ

AUM Rank

#5,725

Top 46%

Skill Alpha (FF)

+1.8%/yr^ns

No Clear Edge

Rank #1,464 · Top 18%

vs S&P -5.4%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 43.0%Top 10: 53.3%Top 20: 62.9%

QUAL16.0%

MFSI8.4%

DIVI8.3%

IJR6.2%

AAPL4.1%

SNA2.5%

SDVY2.4%

IVOG2.3%

SPY1.6%

RIVN1.4%

Others (294)46.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services52.6%

Technology12.3%

Industrials8.4%

Fund8.4%

Consumer Cyclical5.8%

Healthcare3.7%

Communication Services2.8%

Other5.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 304Median: 0.10%Avg: 0.33%

0–0.5%

282(36.0%)

0.5–1%

8(6.3%)

1–3%

9(14.7%)

3–5%

1(4.1%)

5%+

4(38.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 304vs 20 funds

0%Low

304

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New47Increased146Decreased90Exited22

New Positions

VTI0.2%

+2K

AMD0.1%

+1K

INTC0.1%

+3K

ADP0.1%

+2K

8CW0.1%

+5K

ROK0.1%

+675

FMS0.1%

+15K

AMT0.1%

+2K

KLAC0.1%

+985

IX0.1%

+9K

Increased

SDVY2.4%

+25K(+14%)

TBLAW0.0%

+20K(+173%)

MFSI8.4%

+19K(+2%)

FELG0.7%

+16K(+38%)

NMR0.1%

+13K(+78%)

AEG0.1%

+11K(+102%)

DIVI8.3%

+9K(+1%)

IVOG2.3%

+9K(+18%)

NWG0.3%

+7K(+15%)

LYG0.0%

+7K(+64%)

Decreased

RRR0.1%

-12,326(-78%)

IJR6.2%

-10,552(-6%)

INMD0.0%

-7,271(-38%)

JOYY0.1%

-2,404(-29%)

SHEL0.1%

-2,077(-44%)

PBYI0.1%

-1,906(-5%)

AAPL4.1%

-1,708(-3%)

BTE0.1%

-1,630(-2%)

CDE0.0%

-1,442(-12%)

NFLX0.2%

-1,366(-12%)

Exited

-58,916

PENN

-36,363

-3,951

-1,143

-1,707

-6,277

-28,403

-1,227

-7,495

APA

-5,227

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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