Sign In
test

Beth Zilka

Baron Wealth Management Llc

Assets Managed
$334.413M
Holdings
279
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
3.06%(2Q avg: 5.21%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Baron Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 279 positions.

Assets under management

The assets under management (AUM) of Baron Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 334.413M in assets, with a quarterly growth rate of 3.06% and a 2-quarter average growth rate of 5.21%. The portfolio is managed by Beth Zilka, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -1.35%
16.11%
$53.849M
280,742 shares@ $191.81 avg price
DIVI
Franklin International Core
Recent Activity
Increased 1.75%
8.81%
$29.445M
739,650 shares@ $39.82 avg price
MFSI
Mfs Active International
Recent Activity
Decreased -0.36%
8.67%
$28.961M
974,446 shares@ $29.73 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -9.74%
6.41%
$21.41M
172,228 shares@ $124.31 avg price
AAPL
Apple Inc
Recent Activity
Increased 55.02%
4.32%
$14.428M
56,850 shares@ $253.8 avg price
SNA
Snap-on Inc
Recent Activity
Increased 2.06%
2.66%
$8.879M
24,447 shares@ $363.22 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 13.31%
2.22%
$7.41M
187,931 shares@ $39.43 avg price
IVOG
Vanguard S&p Mid-cap 400 Gro
Recent Activity
Increased 72.36%
1.89%
$6.303M
50,414 shares@ $125.03 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.64%
1.65%
$5.515M
8,481 shares@ $650.33 avg price
RIVN
Rivian Automotive Inc-a
Recent Activity
1.42%
$4.725M
313,953 shares@ $15.06 avg price

1-10 of 279