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Baron Wealth Management LLC
hedge fundUpdated 9 days agoManaged by Baron Wealth Management Llc • Latest filing Q3 2026
Portfolio value
$388.8M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
27.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $324.5M |
| Q1 2026 | $334.4M |
| Q2 2026 | $385.7M |
| Q3 2026 | $388.8M |
Top holdings
306 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $62.4M | 280.9K | 16.06% | Trimmed(-0.3%) | |
| 2 | ? N/A MFS ACTIVE EXCHANGE TRADED F | $32.4M | 992.5K | 8.34% | Trimmed(-0.1%) |
| 3 | $32.3M | 757.4K | 8.31% | Added(+1.1%) | |
| 4 | $21.9M | 161.3K | 5.64% | Trimmed(-0.2%) | |
| 5 | $18.8M | 56.3K | 4.83% | Added(+2.2%) | |
| 6 | $8.9M | 24.4K | 2.28% | Unchanged | |
| 7 | $8.6M | 211.9K | 2.21% | Trimmed(-0.7%) | |
| 8 | $8.4M | 61.5K | 2.16% | Added(+3.0%) | |
| 9 | $6.5M | 8.5K | 1.66% | Added(+0.1%) | |
| 10 | $5.7M | 11.0K | 1.46% | Added(+5.3%) | |
| 11 | $5.2M | 22.7K | 1.33% | Trimmed(-3.9%) | |
| 12 | $4.7M | 314.0K | 1.21% | Unchanged | |
| 13 | $4.6M | 19.7K | 1.18% | Added(+0.1%) | |
| 14 | $4.2M | 16.7K | 1.07% | Added(+8.0%) | |
| 15 | $4M | 28.4K | 1.04% | Trimmed(-0.7%) | |
| 16 | $3.7M | 51.7K | 0.94% | Added(+0.1%) | |
| 17 | $3.4M | 9.8K | 0.87% | Trimmed(-7.6%) | |
| 18 | $3.2M | 11.9K | 0.81% | Added(+3.0%) | |
| 19 | $3M | 67.6K | 0.78% | Added(+16.9%) | |
| 20 | $2.9M | 8.6K | 0.76% | Trimmed(-0.4%) |