SEC Form 13F

Baron Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-08
Reported value$385,668,196
Positions304

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRQUALMSCI USA QLT FCT$61,844,257281,840
MFS ACTIVE EXCHANGE TRADED FMFSIINTERNATINL ETF$32,272,911993,624
FRANKLIN TEMPLETON ETF TRDIVIINTL COR DIV TIL$31,996,223748,975
ISHARES TRIJRCORE S&P SCP ETF$23,978,126161,676
APPLE INCAAPLCOM$15,955,99155,142
SNAP ON INCSNACOM$9,837,29324,447
FIRST TR EXCHANGE TRADED FDSDVYSMID RISNG ETF$9,204,806213,371
VANGUARD ADMIRAL FDS INCIVOGMIDCP 400 GRTH$8,737,34259,722
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$6,321,9788,466
RIVIAN AUTOMOTIVE INCRIVNCOM CL A$5,447,085313,953

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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