Baron Wealth Management LLC
Top Portfolio Positions
245 positions ·
$159,328,974 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
56,850 | $14,427,961 | 9.06% | |
| SNA |
Snap-on Inc
Industrials
|
24,447 | $8,879,639 | 5.57% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,481 | $5,515,533 | 3.46% | |
| RIVN |
Rivian Automotive, Inc. / DE
Consumer Cyclical
|
313,953 | $4,724,992 | 2.97% | |
| NVDA |
Nvidia Corp
Technology
|
22,887 | $3,991,492 | 2.51% | |
| MSFT |
Microsoft Corp
Technology
|
8,753 | $3,240,098 | 2.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,028 | $3,129,881 | 1.96% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,297 | $2,961,005 | 1.86% | |
| JNJ |
Johnson & Johnson
Healthcare
|
11,773 | $2,877,792 | 1.81% | |
| FIVE |
Five Below, Inc
Consumer Cyclical
|
9,722 | $2,221,282 | 1.39% |
Portfolio Trend
Holdings in HOFT
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,756 | 16,596 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $187,368 | 16,596 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $168,449 | 16,596 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $175,585 | 16,596 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $119,365 | 11,889 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $166,564 | 11,889 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $214,953 | 11,889 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $206,631 | 7,923 | Shares | Sole | 2024-01-04 | |
| No 13F history on record for this holder in this stock. | ||||||