Baron Wealth Management LLC ETF holdings
Troy, MI
Reported $204.9M in 34 ETFs in its Form 13F for June 30, 2026.
ETF value
$204.9M
ETFs held
34
Change from prior quarter
+14.9%
With price moves
ETFs as a share of its 13F
53.1%
of $385.7M
Top 10 of 34 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QUAL | iShares MSCI USA Quality Factor ETF | $61.8M | 281,840 | +1,098 shares |
| MFSI | MFS Active International ETF | $32.3M | 993,624 | +19,178 shares |
| DIVI | Franklin International Core Dividend Tilt Index ETF | $32.0M | 748,975 | +9,325 shares |
| IJR | iShares Core S&P Small-Cap ETF | $24.0M | 161,676 | −10,552 shares |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $9.2M | 213,371 | +25,440 shares |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | $8.7M | 59,722 | +9,308 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $6.3M | 8,466 | −15 shares |
| VIG | Vanguard Dividend Appreciation ETF | $4.7M | 19,686 | +21 shares |
| IVW | iShares S&P 500 Growth ETF | $3.9M | 28,624 | +139 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $3.7M | 51,693 | +126 shares |
24 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001968507. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Baron Wealth Management LLC own?
Baron Wealth Management LLC reported 34 ETF positions worth $204.9M in its Form 13F for June 30, 2026. The largest was QUAL, at $61.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.