Baron Wealth Management LLC reported 268 positions worth $183.03M for the quarter ended Sep 30, 2026, up 1.9% on the prior quarter. It opened 28 new positions, added to 112, trimmed 108 and exited 28. Its largest holding is Apple Inc. at 10.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ABBV AbbVie Inc. | +2,514 | +73.5% | $657.66K | 0.848% |
| UNH Unitedhealth Group Inc | +1,369 | +70.0% | $502.55K | 0.667% |
| RMD Resmed Inc | +2,047 | – | $452.51K | 0.247% |
| ACN Accenture plc | +2,283 | +108.8% | $418.64K | 0.439% |
| ADSK Autodesk, Inc. | +1,948 | +96.0% | $407.13K | 0.454% |
| AAPL Apple Inc. | +1,203 | +2.2% | $400.62K | 10.25% |
| PAYX Paychex Inc | +3,409 | +120.4% | $335.80K | 0.336% |
| AMZN Amazon Com Inc | +1,228 | +8.0% | $305.95K | 2.27% |
| BBY Best Buy Co Inc | +3,316 | – | $292.64K | 0.16% |
| PLTR Palantir Technologies Inc. | +1,556 | – | $291.05K | 0.159% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CCI Crown Castle Inc. | -5,134 | -100.0% | $388.81K | Exited |
| CYD China Yuchai International Ltd | -7,783 | -100.0% | $368.99K | Exited |
| BKE Buckle Inc | -8,717 | -100.0% | $367.88K | Exited |
| MU Micron Technology Inc | -303 | -19.7% | $322.77K | 0.721% |
| KLAC Kla Corp | -985 | -100.0% | $297.08K | Exited |
| LOW Lowes Companies Inc | -1,590 | -36.3% | $293.07K | 0.281% |
| SNDR Schneider National, Inc. | -7,840 | -100.0% | $286.39K | Exited |
| GOOGL Alphabet Inc. | -809 | -7.6% | $278.35K | 1.85% |
| VMC Vulcan Materials CO | -860 | -100.0% | $253.73K | Exited |
| YELP Yelp Inc | -9,961 | -100.0% | $244.24K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| RMD Resmed Inc | +2,047 | $452.51K | 0.247% |
| BBY Best Buy Co Inc | +3,316 | $292.64K | 0.16% |
| PLTR Palantir Technologies Inc. | +1,556 | $291.05K | 0.159% |
| SAP Sap Se | +1,283 | $267.48K | 0.146% |
| NET Cloudflare, Inc. | +752 | $261.16K | 0.143% |
| IBEX IBEX Ltd | +5,791 | $250.52K | 0.137% |
| RHI Robert Half Inc. | +6,694 | $246.02K | 0.134% |
| OTEX Open Text Corp | +11.0K | $245.96K | 0.134% |
| A Agilent Technologies, Inc. | +1,409 | $242.80K | 0.133% |
| APA APA Corp | +5,830 | $242.19K | 0.132% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CCI Crown Castle Inc. | -5,134 | $388.81K | 0.216% |
| CYD China Yuchai International Ltd | -7,783 | $368.99K | 0.205% |
| BKE Buckle Inc | -8,717 | $367.88K | 0.205% |
| KLAC Kla Corp | -985 | $297.08K | 0.165% |
| SNDR Schneider National, Inc. | -7,840 | $286.39K | 0.159% |
| VMC Vulcan Materials CO | -860 | $253.73K | 0.141% |
| YELP Yelp Inc | -9,961 | $244.24K | 0.136% |
| FLR Fluor Corp | -4,445 | $232.87K | 0.13% |
| TDY Teledyne Technologies Inc | -349 | $232.75K | 0.13% |
| ORCL Oracle Corp | -1,564 | $229.16K | 0.128% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 56.3K | $18.76M | 10.25% | +1,203 | +2.2% | Added | 0% |
| 2 | SNA Snap-on Inc | Industrials | 24.4K | $8.88M | 4.85% | 0 | 0.0% | Unchanged | 0.05% |
| 3 | MSFT Microsoft Corp | Technology | 11.0K | $5.66M | 3.09% | +558 | +5.3% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 22.7K | $5.18M | 2.83% | -927 | -3.9% | Reduced | 0% |
| 5 | RIVN Rivian Automotive, Inc. / DE | Consumer Discretionary | 314.0K | $4.69M | 2.56% | 0 | 0.0% | Unchanged | 0.02% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 16.7K | $4.15M | 2.27% | +1,228 | +8.0% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 9,817 | $3.38M | 1.85% | -809 | -7.6% | Reduced | 0% |
| 8 | JNJ Johnson & Johnson | Healthcare | 11.9K | $3.15M | 1.72% | +353 | +3.1% | Added | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 8,626 | $2.94M | 1.61% | -35 | -0.4% | Reduced | 0% |
| 10 | FIVE Five Below, Inc | Consumer Discretionary | 9,674 | $2.12M | 1.16% | -28 | -0.3% | Reduced | 0.02% |
| 11 | JPM Jpmorgan Chase & Co | Financial Services | 6,369 | $2.11M | 1.15% | +54 | +0.9% | Added | 0% |
| 12 | AVGO Broadcom Inc. | Technology | 5,762 | $2.02M | 1.11% | -571 | -9.0% | Reduced | 0% |
| 13 | PH Parker-Hannifin Corp | Industrials | 1,758 | $1.68M | 0.918% | -11 | -0.6% | Reduced | 0% |
| 14 | V Visa Inc. | Financial Services | 4,640 | $1.67M | 0.911% | +224 | +5.1% | Added | 0% |
| 15 | BWA Borgwarner Inc | Industrials | 26.7K | $1.61M | 0.878% | -146 | -0.5% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Baron Wealth Management.
As of its Q3 2026 13F filing, Baron Wealth Management LLC’s five largest positions were Apple Inc. (AAPL) at 10.3%, Snap-on Inc (SNA) at 4.9%, Microsoft Corp (MSFT) at 3.1%, Nvidia Corp (NVDA) at 2.8%, Rivian Automotive, Inc. / DE (RIVN) at 2.6% of the reported portfolio.
Baron Wealth Management LLC reported a 13F portfolio worth $183.03M across 268 positions for Q3 2026. That is up 1.9% from the previous quarter.
Its largest purchases by value were AbbVie Inc. ($657.66K), Unitedhealth Group Inc ($502.55K), Resmed Inc ($452.51K). It opened 28 new positions.
Its largest sales by value were Crown Castle Inc. ($388.81K), China Yuchai International Ltd ($368.99K), Buckle Inc ($367.88K). It exited 28 positions entirely.
From the Form 13F-HR reports Baron Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.