0001968507-24-000001.txt : 20240104
0001968507-24-000001.hdr.sgml : 20240104
20240104111359
ACCESSION NUMBER: 0001968507-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240104
DATE AS OF CHANGE: 20240104
EFFECTIVENESS DATE: 20240104
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Baron Wealth Management LLC
CENTRAL INDEX KEY: 0001968507
ORGANIZATION NAME:
IRS NUMBER: 271981796
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23171
FILM NUMBER: 24510390
BUSINESS ADDRESS:
STREET 1: 3150 LIVERNOIS, SUITE 250
CITY: TROY
STATE: MI
ZIP: 48083
BUSINESS PHONE: 248-251-0160
MAIL ADDRESS:
STREET 1: 3150 LIVERNOIS, SUITE 250
CITY: TROY
STATE: MI
ZIP: 48083
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001968507
XXXXXXXX
12-31-2023
12-31-2023
Baron Wealth Management LLC
3150 LIVERNOIS, SUITE 250
TROY
MI
48083
13F HOLDINGS REPORT
028-23171
000153117
801-71168
N
Beth Zilka
Managing Member
(248) 251-0160
Beth Zilka
Troy
MI
01-04-2024
0
178
182559029
false
INFORMATION TABLE
2
BARONWEALTHMGMNTQ42023.xml
ABBVIE INC
COM
00287Y109
300642
1940
SH
SOLE
NONE
0
0
1940
ADVANCED ENERGY INDS
COM
007973100
313363
2877
SH
SOLE
NONE
0
0
2877
AFLAC INC
COM
001055102
307156
3723
SH
SOLE
NONE
0
0
3723
AIR PRODS & CHEMS INC
COM
009158106
270241
987
SH
SOLE
NONE
0
0
987
ALCON AG
ORD SHS
H01301128
323104
4136
SH
SOLE
NONE
0
0
4136
ALIGN TECHNOLOGY INC
COM
016255101
248244
906
SH
SOLE
NONE
0
0
906
ALLBIRDS INC
COM CL A
01675A109
23581
19250
SH
SOLE
NONE
0
0
19250
ALLSTATE CORP
COM
020002101
207170
1480
SH
SOLE
NONE
0
0
1480
ALPHABET INC
CAP STK CL A
02079K305
717168
5134
SH
SOLE
NONE
0
0
5134
ALPHABET INC
CAP STK CL C
02079K107
637004
4520
SH
SOLE
NONE
0
0
4520
AMAZON COM INC
COM
023135106
1402488
9231
SH
SOLE
NONE
0
0
9231
AMBEV SA
SPONSORED ADR
02319V103
107414
38362
SH
SOLE
NONE
0
0
38362
AMERICAN INTL GROUP INC
COM NEW
026874784
480490
7092
SH
SOLE
NONE
0
0
7092
AMERICAN TOWER CORP NEW
COM
03027X100
253659
1175
SH
SOLE
NONE
0
0
1175
AMN HEALTHCARE SVCS INC
COM
001744101
220746
2948
SH
SOLE
NONE
0
0
2948
ANALOG DEVICES INC
COM
032654105
995186
5012
SH
SOLE
NONE
0
0
5012
ANSYS INC
COM
03662Q105
445254
1227
SH
SOLE
NONE
0
0
1227
APPLE INC
COM
037833100
6264635
32538
SH
SOLE
NONE
0
0
32538
ARCHER DANIELS MIDLAND CO
COM
039483102
251188
3478
SH
SOLE
NONE
0
0
3478
ASTRAZENECA PLC
SPONSORED ADR
046353108
376756
5594
SH
SOLE
NONE
0
0
5594
BALL CORP
COM
058498106
210811
3665
SH
SOLE
NONE
0
0
3665
BANCO BILBAO VIZCAYA ARGENTA
SPONSORED ADR
05946K101
217975
23927
SH
SOLE
NONE
0
0
23927
BANCO SANTANDER S.A.
ADR
05964H105
125111
30220
SH
SOLE
NONE
0
0
30220
BAXTER INTL INC
COM
071813109
1107416
28645
SH
SOLE
NONE
0
0
28645
BERKLEY W R CORP
COM
084423102
337058
4766
SH
SOLE
NONE
0
0
4766
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
435482
1221
SH
SOLE
NONE
0
0
1221
BHP GROUP LTD
SPONSORED ADS
088606108
291479
4267
SH
SOLE
NONE
0
0
4267
BLACKLINE INC
COM
09239B109
234774
3760
SH
SOLE
NONE
0
0
3760
BOEING CO
COM
097023105
318787
1223
SH
SOLE
NONE
0
0
1223
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
201202
1573
SH
SOLE
NONE
0
0
1573
BORGWARNER INC
COM
099724106
702660
19600
SH
SOLE
NONE
0
0
19600
BOSTON SCIENTIFIC CORP
COM
101137107
333101
5762
SH
SOLE
NONE
0
0
5762
CATERPILLAR INC
COM
149123101
323759
1095
SH
SOLE
NONE
0
0
1095
CHEVRON CORP NEW
COM
166764100
1079495
7237
SH
SOLE
NONE
0
0
7237
CHUBB LIMITED
COM
H1467J104
360470
1595
SH
SOLE
NONE
0
0
1595
CISCO SYS INC
COM
17275R102
387488
7670
SH
SOLE
NONE
0
0
7670
CLOROX CO DEL
COM
189054109
201337
1412
SH
SOLE
NONE
0
0
1412
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
217915
2885
SH
SOLE
NONE
0
0
2885
COMCAST CORP NEW
CL A
20030N101
449141
10243
SH
SOLE
NONE
0
0
10243
COMERICA INC
COM
200340107
355200
6364
SH
SOLE
NONE
0
0
6364
CONOCOPHILLIPS
COM
20825C104
510244
4396
SH
SOLE
NONE
0
0
4396
CONSTELLATION BRANDS INC
CL A
21036P108
272548
1127
SH
SOLE
NONE
0
0
1127
COSTAR GROUP INC
COM
22160N109
738708
8453
SH
SOLE
NONE
0
0
8453
CROWDSTRIKE HLDGS INC
CL A
22788C105
292852
1147
SH
SOLE
NONE
0
0
1147
CVS HEALTH CORP
COM
126650100
361479
4578
SH
SOLE
NONE
0
0
4578
DANAHER CORPORATION
COM
235851102
685460
2963
SH
SOLE
NONE
0
0
2963
DEVON ENERGY CORP NEW
COM
25179M103
354699
7830
SH
SOLE
NONE
0
0
7830
DISNEY WALT CO
COM
254687106
344812
3819
SH
SOLE
NONE
0
0
3819
DOLLAR GEN CORP NEW
COM
256677105
278018
2045
SH
SOLE
NONE
0
0
2045
DOLLAR TREE INC
COM
256746108
357398
2516
SH
SOLE
NONE
0
0
2516
DOVER CORP
COM
260003108
213796
1390
SH
SOLE
NONE
0
0
1390
DUKE ENERGY CORP NEW
COM NEW
26441C204
232710
2398
SH
SOLE
NONE
0
0
2398
DUPONT DE NEMOURS INC
COM
26614N102
290954
3782
SH
SOLE
NONE
0
0
3782
ECOLAB INC
COM
278865100
322120
1624
SH
SOLE
NONE
0
0
1624
ELI LILLY & CO
COM
532457108
237004
407
SH
SOLE
NONE
0
0
407
ENSIGN GROUP INC
COM
29358P101
259654
2314
SH
SOLE
NONE
0
0
2314
EOG RES INC
COM
26875P101
359109
2969
SH
SOLE
NONE
0
0
2969
EQUITY RESIDENTIAL
SH BEN INT
29476L107
201155
3289
SH
SOLE
NONE
0
0
3289
FACTSET RESH SYS INC
COM
303075105
243774
511
SH
SOLE
NONE
0
0
511
FASTENAL CO
COM
311900104
592591
9149
SH
SOLE
NONE
0
0
9149
FIDELITY NATL INFORMATION SV
COM
31620M106
223768
3725
SH
SOLE
NONE
0
0
3725
FISERV INC
COM
337738108
280957
2115
SH
SOLE
NONE
0
0
2115
FIVE BELOW INC
COM
33829M101
2087263
9792
SH
SOLE
NONE
0
0
9792
FLOOR & DECOR HLDGS INC
CL A
339750101
317165
2843
SH
SOLE
NONE
0
0
2843
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS
344419106
361982
2777
SH
SOLE
NONE
0
0
2777
FORD MTR CO DEL
COM
345370860
2150246
176394
SH
SOLE
NONE
0
0
176394
GARTNER INC
COM
366651107
216984
481
SH
SOLE
NONE
0
0
481
GENERAL MTRS CO
COM
37045V100
1340047
37306
SH
SOLE
NONE
0
0
37306
GLOBANT S A
COM
L44385109
712274
2993
SH
SOLE
NONE
0
0
2993
GOLDMAN SACHS GROUP INC
COM
38141G104
220674
572
SH
SOLE
NONE
0
0
572
GRAND CANYON ED INC
COM
38526M106
436920
3309
SH
SOLE
NONE
0
0
3309
HALEON PLC
SPON ADS
405552100
220177
26753
SH
SOLE
NONE
0
0
26753
HALLIBURTON CO
COM
406216101
265236
7337
SH
SOLE
NONE
0
0
7337
HDFC BANK LTD
SPONSORED ADS
40415F101
294613
4390
SH
SOLE
NONE
0
0
4390
HEICO CORP NEW
COM
422806109
680600
3805
SH
SOLE
NONE
0
0
3805
HONEYWELL INTL INC
COM
438516106
286883
1368
SH
SOLE
NONE
0
0
1368
HOOKER FURNISHINGS CORPORATI
COM
439038100
206632
7923
SH
SOLE
NONE
0
0
7923
IDEXX LABS INC
COM
45168D104
518972
935
SH
SOLE
NONE
0
0
935
INSIGHT ENTERPRISES INC
COM
45765U103
264899
1495
SH
SOLE
NONE
0
0
1495
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
246596
1920
SH
SOLE
NONE
0
0
1920
INTUITIVE SURGICAL INC
COM NEW
46120E602
226369
671
SH
SOLE
NONE
0
0
671
INVESCO QQQ TR
UNIT SER 1
46090E103
1113277
2718
SH
SOLE
NONE
0
0
2718
ISHARES TR
CORE S&P SCP ETF
464287804
20943323
193472
SH
SOLE
NONE
0
0
193472
ISHARES TR
CORE S&P SCP ETF
464287804
86580
800
SH
SOLE
SOLE
0
0
800
ISHARES TR
S&P 500 GRWT ETF
464287309
2348865
31276
SH
SOLE
NONE
0
0
31276
ISHARES TR
RUSSELL 2000 ETF
464287655
708858
3532
SH
SOLE
NONE
0
0
3532
ISHARES TR
RUS MID CAP ETF
464287499
712142
9162
SH
SOLE
NONE
0
0
9162
ISHARES TR
MSCI EAFE ETF
464287465
926435
12295
SH
SOLE
NONE
0
0
12295
ISHARES TR
IBOXX INV CP ETF
464287242
214325
1937
SH
SOLE
NONE
0
0
1937
ISHARES TR
SHORT TREAS BD
464288679
425873
3867
SH
SOLE
NONE
0
0
3867
ISHARES TR
GLB INFRASTR ETF
464288372
343586
7303
SH
SOLE
NONE
0
0
7303
ISHARES TR
S&P 100 ETF
464287101
499500
2236
SH
SOLE
NONE
0
0
2236
ISHARES TR
MSCI USA QLT FCT
46432F339
44767694
304252
SH
SOLE
NONE
0
0
304252
ISHARES TR
MSCI USA QLT FCT
46432F339
379297
2578
SH
SOLE
SOLE
0
0
2578
JABIL INC
COM
466313103
286905
2252
SH
SOLE
NONE
0
0
2252
JOHNSON & JOHNSON
COM
478160104
1662289
10605
SH
SOLE
NONE
0
0
10605
JPMORGAN CHASE & CO
COM
46625H100
728730
4284
SH
SOLE
NONE
0
0
4284
KENVUE INC
COM
49177J102
278060
12915
SH
SOLE
NONE
0
0
12915
KONTOOR BRANDS INC
COM
50050N103
397089
6362
SH
SOLE
NONE
0
0
6362
LENNOX INTL INC
COM
526107107
283728
634
SH
SOLE
NONE
0
0
634
LINDE PLC
SHS
G54950103
676442
1647
SH
SOLE
NONE
0
0
1647
LOWES COS INC
COM
548661107
773584
3476
SH
SOLE
NONE
0
0
3476
MANULIFE FINL CORP
COM
56501R106
272386
12325
SH
SOLE
NONE
0
0
12325
MASTERCARD INCORPORATED
CL A
57636Q104
272966
640
SH
SOLE
NONE
0
0
640
MCDONALDS CORP
COM
580135101
217367
733
SH
SOLE
NONE
0
0
733
MCKESSON CORP
COM
58155Q103
296770
641
SH
SOLE
NONE
0
0
641
MEDPACE HLDGS INC
COM
58506Q109
366303
1195
SH
SOLE
NONE
0
0
1195
MERCK & CO INC
COM
58933Y105
294899
2705
SH
SOLE
NONE
0
0
2705
META PLATFORMS INC
CL A
30303M102
399852
1130
SH
SOLE
NONE
0
0
1130
MICRON TECHNOLOGY INC
COM
595112103
259263
3038
SH
SOLE
NONE
0
0
3038
MICROSOFT CORP
COM
594918104
3171346
8434
SH
SOLE
NONE
0
0
8434
MID-AMER APT CMNTYS INC
COM
59522J103
274191
2039
SH
SOLE
NONE
0
0
2039
MORGAN STANLEY
COM NEW
617446448
417967
4482
SH
SOLE
NONE
0
0
4482
MOTOROLA SOLUTIONS INC
COM NEW
620076307
477462
1525
SH
SOLE
NONE
0
0
1525
NETFLIX INC
COM
64110L106
281417
578
SH
SOLE
NONE
0
0
578
NEXTERA ENERGY INC
COM
65339F101
336385
5538
SH
SOLE
NONE
0
0
5538
NORTHROP GRUMMAN CORP
COM
666807102
213944
457
SH
SOLE
NONE
0
0
457
NOVO-NORDISK A S
ADR
670100205
249315
2410
SH
SOLE
NONE
0
0
2410
NVIDIA CORPORATION
COM
67066G104
923586
1865
SH
SOLE
NONE
0
0
1865
ON SEMICONDUCTOR CORP
COM
682189105
692631
8292
SH
SOLE
NONE
0
0
8292
ORACLE CORP
COM
68389X105
201793
1914
SH
SOLE
NONE
0
0
1914
PARKER-HANNIFIN CORP
COM
701094104
342241
743
SH
SOLE
NONE
0
0
743
PAYCHEX INC
COM
704326107
328338
2757
SH
SOLE
NONE
0
0
2757
PAYCOM SOFTWARE INC
COM
70432V102
303465
1468
SH
SOLE
NONE
0
0
1468
PEPSICO INC
COM
713448108
255313
1503
SH
SOLE
NONE
0
0
1503
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
2719280
27250
SH
SOLE
NONE
0
0
27250
PNC FINL SVCS GROUP INC
COM
693475105
209822
1355
SH
SOLE
NONE
0
0
1355
PRIVIA HEALTH GROUP INC
COM
74276R102
236933
10288
SH
SOLE
NONE
0
0
10288
PROCTER AND GAMBLE CO
COM
742718109
897062
6122
SH
SOLE
NONE
0
0
6122
QUALCOMM INC
COM
747525103
200607
1387
SH
SOLE
NONE
0
0
1387
QUANTUMSCAPE CORP
COM CL A
74767V109
86500
12446
SH
SOLE
NONE
0
0
12446
RB GLOBAL INC
COM
74935Q107
462544
6915
SH
SOLE
NONE
0
0
6915
RIO TINTO PLC
SPONSORED ADR
767204100
213179
2863
SH
SOLE
NONE
0
0
2863
RIVIAN AUTOMOTIVE INC
COM CL A
76954A103
13230337
563953
SH
SOLE
NONE
0
0
563953
ROLLINS INC
COM
775711104
518756
11879
SH
SOLE
NONE
0
0
11879
RTX CORPORATION
COM
75513E101
465728
5535
SH
SOLE
NONE
0
0
5535
S&P GLOBAL INC
COM
78409V104
716292
1626
SH
SOLE
NONE
0
0
1626
SAIA INC
COM
78709Y105
381251
870
SH
SOLE
NONE
0
0
870
SALESFORCE INC
COM
79466L302
783631
2978
SH
SOLE
NONE
0
0
2978
SANOFI
SPONSORED ADR
80105N105
293457
5901
SH
SOLE
NONE
0
0
5901
SAP SE
SPON ADR
803054204
309025
1999
SH
SOLE
NONE
0
0
1999
SCHWAB CHARLES CORP
COM
808513105
457055
6643
SH
SOLE
NONE
0
0
6643
SELECTIVE INS GROUP INC
COM
816300107
310378
3120
SH
SOLE
NONE
0
0
3120
SERVICENOW INC
COM
81762P102
633015
896
SH
SOLE
NONE
0
0
896
SHELL PLC
SPON ADS
780259305
430529
6543
SH
SOLE
NONE
0
0
6543
SNAP ON INC
COM
833034101
5985631
20723
SH
SOLE
NONE
0
0
20723
SONY GROUP CORP
SPONSORED ADR
835699307
255852
2702
SH
SOLE
NONE
0
0
2702
SPDR S&P 500 ETF TR
TR UNIT
78462F103
4112650
8653
SH
SOLE
NONE
0
0
8653
STARBUCKS CORP
COM
855244109
412175
4293
SH
SOLE
NONE
0
0
4293
STRYKER CORPORATION
COM
863667101
330369
1103
SH
SOLE
NONE
0
0
1103
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
503880
4845
SH
SOLE
NONE
0
0
4845
TE CONNECTIVITY LTD
SHS
H84989104
211464
1505
SH
SOLE
NONE
0
0
1505
TELEDYNE TECHNOLOGIES INC
COM
879360105
209310
469
SH
SOLE
NONE
0
0
469
TESLA INC
COM
88160R101
272583
1097
SH
SOLE
NONE
0
0
1097
THE TRADE DESK INC
COM CL A
88339J105
248190
3449
SH
SOLE
NONE
0
0
3449
THERMO FISHER SCIENTIFIC INC
COM
883556102
664018
1251
SH
SOLE
NONE
0
0
1251
TJX COS INC NEW
COM
872540109
421864
4497
SH
SOLE
NONE
0
0
4497
TRUIST FINL CORP
COM
89832Q109
210924
5713
SH
SOLE
NONE
0
0
5713
TYLER TECHNOLOGIES INC
COM
902252105
611710
1463
SH
SOLE
NONE
0
0
1463
ULTA BEAUTY INC
COM
90384S303
242545
495
SH
SOLE
NONE
0
0
495
UNION PAC CORP
COM
907818108
352405
1435
SH
SOLE
NONE
0
0
1435
UNITEDHEALTH GROUP INC
COM
91324P102
765495
1454
SH
SOLE
NONE
0
0
1454
US BANCORP DEL
COM NEW
902973304
228951
5290
SH
SOLE
NONE
0
0
5290
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1282491
2936
SH
SOLE
NONE
0
0
2936
VANGUARD INDEX FDS
VALUE ETF
922908744
242757
1624
SH
SOLE
NONE
0
0
1624
VANGUARD INDEX FDS
MID CAP ETF
922908629
486236
2090
SH
SOLE
NONE
0
0
2090
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
358449
7022
SH
SOLE
NONE
0
0
7022
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
3249914
19072
SH
SOLE
NONE
0
0
19072
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
3002446
62682
SH
SOLE
NONE
0
0
62682
VEEVA SYS INC
CL A COM
922475108
512103
2660
SH
SOLE
NONE
0
0
2660
VERISK ANALYTICS INC
COM
92345Y106
563473
2359
SH
SOLE
NONE
0
0
2359
VISA INC
COM CL A
92826C839
769855
2957
SH
SOLE
NONE
0
0
2957
WALGREENS BOOTS ALLIANCE INC
COM
931427108
397107
15209
SH
SOLE
NONE
0
0
15209
WALMART INC
COM
931142103
303347
1924
SH
SOLE
NONE
0
0
1924
WELLS FARGO CO NEW
COM
949746101
324754
6598
SH
SOLE
NONE
0
0
6598
WEST PHARMACEUTICAL SVSC INC
COM
955306105
623252
1770
SH
SOLE
NONE
0
0
1770
WORKIVA INC
COM CL A
98139A105
319210
3144
SH
SOLE
NONE
0
0
3144
ZOETIS INC
CL A
98978V103
377964
1915
SH
SOLE
NONE
0
0
1915