Baron Wealth Management
Baron Wealth Management reported 306 stocks worth $389M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are QUAL (16.1%), MFSI (8.3%) and DIVI (8.3%). Compared with Q2 2026, the fund opened new positions in XOM, added to DIVI, AAPL and IVOG, trimmed QUAL, MFSI and IJR and sold out of XOM, CCI and CYD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QUAL Ishares TR | $62.4M | 16.1% | 281K | −903 (−0%) | 8 of 8 | |
| 2 |  MFSI Mfs Active | $32.4M | 8.3% | 992K | −1,167 (−0%) | 7 of 8 | |
| 3 |  DIVI Franklin Templeton ETF TR | $32.3M | 8.3% | 757K | +8,461 (+1%) | 7 of 8 | |
| 4 |  IJR Ishares TR | $21.9M | 5.6% | 161K | −386 (−0%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $18.8M | 4.8% | 56K | +1,203 (+2%) | 8 of 8 | |
| 6 |  SNA Snap on Inc | $8.9M | 2.3% | 24K | No change | 8 of 8 | |
| 7 |  SDVY First TR Exchange-Traded FD | $8.6M | 2.2% | 212K | −1,508 (−1%) | 7 of 8 | |
| 8 |  IVOG Vanguard Admiral Fds Inc | $8.4M | 2.2% | 62K | +1,800 (+3%) | 4 of 8 | |
| 9 |  SPY Spdr S&P 500 ETF TR | $6.5M | 1.7% | 8,473 | No change | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $5.7M | 1.5% | 11K | +558 (+5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $673K | 4,919 |
 CCI Crown Castle | $389K | 5,134 |
 CYD China Yuchai Intl Ltd | $369K | 7,783 |
 BKE Buckle Inc | $368K | 8,717 |
 KLAC Kla Corp | $297K | 985 |
🔒 Free account: see all 29.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Baron Wealth Management 13F FAQ
What does Baron Wealth Management own?
Baron Wealth Management reported 306 stocks worth $389M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are QUAL (16.1%), MFSI (8.3%) and DIVI (8.3%). The table above lists every position in the filing (the top 10 without an account).
What did Baron Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 31 new positions, 126 added to, 113 trimmed and 29 sold out. New positions include XOM. It sold all of XOM, CCI and CYD.
When will Baron Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Baron Wealth Management's portfolio worth?
The Q3 2026 filing reports $389M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.