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 (431 days), 232 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.8% · 6 months +13.0% · 1 year +21.0% · all +21.0%
  • Max drawdown -1.4% · Sharpe 1.37 · win rate 17% · data quality High
  • 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
  • RIVN · 1.4% · long · since 2025-06-30
  • NVDA · 1.2% · long · since 2025-06-30
  • 921908844 · 1.2% · long · since 2025-06-30

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