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Beth Zilka

Baron Wealth Management Llc

Assets Managed
$385.668M
Holdings
304
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
15.33%(2Q avg: 9.2%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Baron Wealth Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 304 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 385.668M in assets, with a quarterly growth rate of 15.33% and a 2-quarter average growth rate of 9.2%. The portfolio is managed by Beth Zilka, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 0.4%
16.04%
$61.844M
281,840 shares@ $219.44 avg price
MFSI
Mfs Active International
Recent Activity
Increased 1.97%
8.37%
$32.273M
993,624 shares@ $32.49 avg price
DIVI
Franklin International Core
Recent Activity
Increased 1.27%
8.3%
$31.996M
748,975 shares@ $42.73 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -6.12%
6.22%
$23.978M
161,676 shares@ $148.31 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3%
4.14%
$15.956M
55,142 shares@ $289.37 avg price
SNA
Snap-on Inc
Recent Activity
2.56%
$9.837M
24,447 shares@ $402.4 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 13.54%
2.39%
$9.205M
213,371 shares@ $43.14 avg price
IVOG
Vanguard S&p Mid-cap 400 Gro
Recent Activity
Increased 18.47%
2.27%
$8.737M
59,722 shares@ $146.31 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.17%
1.64%
$6.322M
8,466 shares@ $746.75 avg price
RIVN
Rivian Automotive Inc-a
Recent Activity
1.42%
$5.447M
313,953 shares@ $17.36 avg price

1-10 of 304