Long-term investor
Baron Wealth Management LLC @baronwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001968507).
Record
- Tracked since 2025-06-30 (476 days), 232 trades recorded
- Returns: week n/a · month n/a · 90 days +3.2% · 6 months +9.0% · 1 year +9.5% · all +9.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46432F339 · 16.0% · long · since 2025-06-30
- 55286W405 · 8.4% · long · since 2025-06-30
- 35473P108 · 8.3% · long · since 2025-06-30
- 464287804 · 6.2% · long · since 2025-06-30
- AAPL · 4.1% · long · since 2025-06-30
- SNA · 2.6% · long · since 2025-06-30
- 33741X102 · 2.4% · long · since 2025-06-30
- 921932869 · 2.3% · long · since 2025-12-31
- 78462F103 · 1.6% · long · since 2025-06-30
- 76954A103 · 1.4% · long · since 2025-06-30
- NVDA · 1.2% · long · since 2025-06-30
- 921908844 · 1.2% · long · since 2025-06-30