Baron Wealth Management LLC
SEC Form 13F institutional filer · CIK 0001968507
13F-HR · 148 reported holdings · 2026-03-31
Reported long-US-equity value
$0.18B
Top-10 concentration
55.4%
Baron Wealth Management LLC — $182M AUM allocation strategy
Baron Wealth Management LLC files SEC Form 13F and reports $182M of long US equity value across 148 reported holdings for 2026-03-31.
Its largest sector bet is Financials 18.9%, followed by Information Technology 13.7% and Industrials 5.8%.
The top 10 holdings account for 55% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Baron Wealth Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$182M
total across 148 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
55% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VOO +20.6K sh · +$2.39M+$AAPL +20.2K sh · +$4.46M+$BEN +12.7K sh · +$1.17M
Biggest trims (shares)
−$F −50.8K sh · −$760K−$IVV −19.7K sh · −$2.27M−$IWM −3.11K sh · −$626K
Exited to nil (held last quarter, gone now)
$FICO ($325K last qtr)$PANW ($318K last qtr)$PTC ($263K last qtr)$PLTR ($255K last qtr)$QCOM ($253K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks17.9%—
- Technology Hardware, Storage & Peripherals7.9%—
- Industrial Machinery & Supplies & Components5.8%—
- Semiconductors4.0%—
- Interactive Media & Services3.0%—
- Systems Software1.8%—
- Broadline Retail1.7%—
- Pharmaceuticals1.6%—
- Other holdings56.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BEN | Franklin Templeton Inc | 740K | $29.4M | +12.7K | 16.2% |
| $AAPL | Apple Inc | 56.9K | $14.4M | +20.2K | 7.9% |
| $SNA | Snap-On Incorporated | 24.4K | $8.88M | +493 | 4.9% |
| $NVDA | NVIDIA Corporation | 22.9K | $3.99M | -835 | 2.2% |
| $MSFT | Microsoft Corporation | 8.75K | $3.24M | -1.11K | 1.8% |
| $BLK | BlackRock Inc | 28.5K | $3.22M | -340 | 1.8% |
| $AMZN | Amazon.com Inc | 15K | $3.13M | +584 | 1.7% |
…and 141 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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