0001968507-24-000002.txt : 20240508
0001968507-24-000002.hdr.sgml : 20240508
20240508135425
ACCESSION NUMBER: 0001968507-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240508
DATE AS OF CHANGE: 20240508
EFFECTIVENESS DATE: 20240508
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: 24925226
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
03-31-2024
03-31-2024
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
05-08-2024
0
181
188348448
false
INFORMATION TABLE
2
BARONWEALTHMGMNTQ12024.xml
3M CO
COM
88579Y101
201027
1895
SH
SOLE
0
0
1895
ABBVIE INC
COM
00287Y109
482988
2652
SH
SOLE
0
0
2652
ADVANCED ENERGY INDS
COM
007973100
293396
2877
SH
SOLE
0
0
2877
AFLAC INC
COM
001055102
319677
3723
SH
SOLE
0
0
3723
AIR PRODS & CHEMS INC
COM
009158106
227734
940
SH
SOLE
0
0
940
ALCON AG
ORD SHS
H01301128
344654
4138
SH
SOLE
0
0
4138
ALIGN TECHNOLOGY INC
COM
016255101
297096
906
SH
SOLE
0
0
906
ALLBIRDS INC
COM CL A
01675A109
13361
19250
SH
SOLE
0
0
19250
ALLSTATE CORP
COM
020002101
228207
1319
SH
SOLE
0
0
1319
ALPHABET INC
CAP STK CL A
02079K305
755254
5004
SH
SOLE
0
0
5004
ALPHABET INC
CAP STK CL C
02079K107
685475
4502
SH
SOLE
0
0
4502
AMAZON COM INC
COM
023135106
1708657
9473
SH
SOLE
0
0
9473
AMBEV SA
SPONSORED ADR
02319V103
95138
38362
SH
SOLE
0
0
38362
AMERICAN INTL GROUP INC
COM NEW
026874784
455902
5832
SH
SOLE
0
0
5832
AMERICAN TOWER CORP NEW
COM
03027X100
240079
1215
SH
SOLE
0
0
1215
ANALOG DEVICES INC
COM
032654105
991331
5012
SH
SOLE
0
0
5012
ANSYS INC
COM
03662Q105
425965
1227
SH
SOLE
0
0
1227
APPLE INC
COM
037833100
5358217
31247
SH
SOLE
0
0
31247
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
252322
260
SH
SOLE
0
0
260
ASTRAZENECA PLC
SPONSORED ADR
046353108
398844
5887
SH
SOLE
0
0
5887
AUTOMATIC DATA PROCESSING IN
COM
053015103
216824
868
SH
SOLE
0
0
868
BALL CORP
COM
058498106
239532
3556
SH
SOLE
0
0
3556
BANCO BILBAO VIZCAYA ARGENTA
SPONSORED ADR
05946K101
305436
25797
SH
SOLE
0
0
25797
BANCO SANTANDER S.A.
ADR
05964H105
153559
31727
SH
SOLE
0
0
31727
BAXTER INTL INC
COM
071813109
1225142
28665
SH
SOLE
0
0
28665
BERKLEY W R CORP
COM
084423102
419215
4740
SH
SOLE
0
0
4740
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
513455
1221
SH
SOLE
0
0
1221
BLACKLINE INC
COM
09239B109
242821
3760
SH
SOLE
0
0
3760
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
236168
1591
SH
SOLE
0
0
1591
BORGWARNER INC
COM
099724106
680904
19600
SH
SOLE
0
0
19600
BOSTON SCIENTIFIC CORP
COM
101137107
393681
5748
SH
SOLE
0
0
5748
CARLISLE COS INC
COM
142339100
229232
585
SH
SOLE
0
0
585
CATERPILLAR INC
COM
149123101
401248
1095
SH
SOLE
0
0
1095
CHEVRON CORP NEW
COM
166764100
1190042
7544
SH
SOLE
0
0
7544
CHUBB LIMITED
COM
H1467J104
446230
1722
SH
SOLE
0
0
1722
CISCO SYS INC
COM
17275R102
391765
7849
SH
SOLE
0
0
7849
CLOROX CO DEL
COM
189054109
216207
1412
SH
SOLE
0
0
1412
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
211462
2885
SH
SOLE
0
0
2885
COMCAST CORP NEW
CL A
20030N101
237224
5472
SH
SOLE
0
0
5472
COMERICA INC
COM
200340107
351397
6390
SH
SOLE
0
0
6390
CONAGRA BRANDS INC
COM
205887102
200515
6765
SH
SOLE
0
0
6765
CONOCOPHILLIPS
COM
20825C104
339462
2667
SH
SOLE
0
0
2667
CONSTELLATION BRANDS INC
CL A
21036P108
303817
1118
SH
SOLE
0
0
1118
COSTAR GROUP INC
COM
22160N109
815690
8444
SH
SOLE
0
0
8444
CROWDSTRIKE HLDGS INC
CL A
22788C105
452032
1410
SH
SOLE
0
0
1410
CVS HEALTH CORP
COM
126650100
390838
4900
SH
SOLE
0
0
4900
DANAHER CORPORATION
COM
235851102
736927
2951
SH
SOLE
0
0
2951
DEVON ENERGY CORP NEW
COM
25179M103
367819
7330
SH
SOLE
0
0
7330
DISNEY WALT CO
COM
254687106
496319
4056
SH
SOLE
0
0
4056
DOLLAR GEN CORP NEW
COM
256677105
350667
2247
SH
SOLE
0
0
2247
DOLLAR TREE INC
COM
256746108
330079
2479
SH
SOLE
0
0
2479
DOVER CORP
COM
260003108
228398
1289
SH
SOLE
0
0
1289
DUKE ENERGY CORP NEW
COM NEW
26441C204
255137
2638
SH
SOLE
0
0
2638
DUPONT DE NEMOURS INC
COM
26614N102
285519
3724
SH
SOLE
0
0
3724
ELI LILLY & CO
COM
532457108
346394
445
SH
SOLE
0
0
445
ENSIGN GROUP INC
COM
29358P101
287908
2314
SH
SOLE
0
0
2314
EOG RES INC
COM
26875P101
388393
3038
SH
SOLE
0
0
3038
EQUITY RESIDENTIAL
SH BEN INT
29476L107
225960
3580
SH
SOLE
0
0
3580
EXXON MOBIL CORP
COM
30231G102
297095
2556
SH
SOLE
0
0
2556
FACTSET RESH SYS INC
COM
303075105
232197
511
SH
SOLE
0
0
511
FASTENAL CO
COM
311900104
707938
9177
SH
SOLE
0
0
9177
FIDELITY NATL INFORMATION SV
COM
31620M106
389534
5251
SH
SOLE
0
0
5251
FISERV INC
COM
337738108
319320
1998
SH
SOLE
0
0
1998
FIVE BELOW INC
COM
33829M101
1702795
9388
SH
SOLE
0
0
9388
FLOOR & DECOR HLDGS INC
CL A
339750101
368510
2843
SH
SOLE
0
0
2843
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS
344419106
361760
2777
SH
SOLE
0
0
2777
FORD MTR CO DEL
COM
345370860
2602678
195985
SH
SOLE
0
0
195985
GARTNER INC
COM
366651107
219745
461
SH
SOLE
0
0
461
GENERAL MTRS CO
COM
37045V100
1057057
23309
SH
SOLE
0
0
23309
GENUINE PARTS CO
COM
372460105
212564
1372
SH
SOLE
0
0
1372
GLOBANT S A
COM
L44385109
604287
2993
SH
SOLE
0
0
2993
GOLDMAN SACHS GROUP INC
COM
38141G104
238948
572
SH
SOLE
0
0
572
GRAND CANYON ED INC
COM
38526M106
346110
2541
SH
SOLE
0
0
2541
GUIDEWIRE SOFTWARE INC
COM
40171V100
209611
1796
SH
SOLE
0
0
1796
HALEON PLC
SPON ADS
405552100
227133
26753
SH
SOLE
0
0
26753
HALLIBURTON CO
COM
406216101
288476
7318
SH
SOLE
0
0
7318
HDFC BANK LTD
SPONSORED ADS
40415F101
235578
4209
SH
SOLE
0
0
4209
HEICO CORP NEW
COM
422806109
726755
3805
SH
SOLE
0
0
3805
HOME DEPOT INC
COM
437076102
216533
564
SH
SOLE
0
0
564
HONEYWELL INTL INC
COM
438516106
306674
1494
SH
SOLE
0
0
1494
IDEXX LABS INC
COM
45168D104
504295
934
SH
SOLE
0
0
934
INSIGHT ENTERPRISES INC
COM
45765U103
277352
1495
SH
SOLE
0
0
1495
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
263339
1916
SH
SOLE
0
0
1916
INTUITIVE SURGICAL INC
COM NEW
46120E602
266991
669
SH
SOLE
0
0
669
INVESCO QQQ TR
UNIT SER 1
46090E103
1207629
2720
SH
SOLE
0
0
2720
ISHARES TR
CORE S&P SCP ETF
464287804
22339176
202128
SH
SOLE
802
0
201326
ISHARES TR
S&P 500 GRWT ETF
464287309
2470635
29259
SH
SOLE
0
0
29259
ISHARES TR
RUSSELL 2000 ETF
464287655
677316
3221
SH
SOLE
0
0
3221
ISHARES TR
MSCI EAFE ETF
464287465
981886
12295
SH
SOLE
0
0
12295
ISHARES TR
RUS MID CAP ETF
464287499
763817
9083
SH
SOLE
0
0
9083
ISHARES TR
SHORT TREAS BD
464288679
358813
3246
SH
SOLE
0
0
3246
ISHARES TR
S&P 100 ETF
464287101
553209
2236
SH
SOLE
0
0
2236
ISHARES TR
GLB INFRASTR ETF
464288372
337653
7091
SH
SOLE
0
0
7091
ISHARES TR
MSCI USA QLT FCT
46432F339
49987880
304155
SH
SOLE
2585
0
301570
JABIL INC
COM
466313103
301656
2252
SH
SOLE
0
0
2252
JOHNSON & JOHNSON
COM
478160104
1687339
10667
SH
SOLE
0
0
10667
JPMORGAN CHASE & CO
COM
46625H100
1001061
4998
SH
SOLE
0
0
4998
KENVUE INC
COM
49177J102
231949
10808
SH
SOLE
0
0
10808
KINSALE CAP GROUP INC
COM
49714P108
309597
590
SH
SOLE
0
0
590
LENNOX INTL INC
COM
526107107
308408
631
SH
SOLE
0
0
631
LINDE PLC
SHS
G54950103
741525
1597
SH
SOLE
0
0
1597
LOWES COS INC
COM
548661107
857457
3366
SH
SOLE
0
0
3366
M & T BK CORP
COM
55261F104
265283
1824
SH
SOLE
0
0
1824
MAKEMYTRIP LIMITED MAURITIUS
SHS
V5633W109
328657
4626
SH
SOLE
0
0
4626
MANULIFE FINL CORP
COM
56501R106
308034
12326
SH
SOLE
0
0
12326
MASTERCARD INCORPORATED
CL A
57636Q104
340000
706
SH
SOLE
0
0
706
MCDONALDS CORP
COM
580135101
205026
727
SH
SOLE
0
0
727
MCKESSON CORP
COM
58155Q103
323728
603
SH
SOLE
0
0
603
MEDPACE HLDGS INC
COM
58506Q109
482959
1195
SH
SOLE
0
0
1195
MERCK & CO INC
COM
58933Y105
316689
2400
SH
SOLE
0
0
2400
META PLATFORMS INC
CL A
30303M102
263207
542
SH
SOLE
0
0
542
MICRON TECHNOLOGY INC
COM
595112103
296495
2515
SH
SOLE
0
0
2515
MICROSOFT CORP
COM
594918104
3548478
8434
SH
SOLE
0
0
8434
MID-AMER APT CMNTYS INC
COM
59522J103
276612
2102
SH
SOLE
0
0
2102
MORGAN STANLEY
COM NEW
617446448
422266
4485
SH
SOLE
0
0
4485
MOTOROLA SOLUTIONS INC
COM NEW
620076307
525725
1481
SH
SOLE
0
0
1481
NETFLIX INC
COM
64110L106
482220
794
SH
SOLE
0
0
794
NEXTERA ENERGY INC
COM
65339F101
404630
6331
SH
SOLE
0
0
6331
NORTHROP GRUMMAN CORP
COM
666807102
226893
474
SH
SOLE
0
0
474
NOVO-NORDISK A S
ADR
670100205
357722
2786
SH
SOLE
0
0
2786
NVIDIA CORPORATION
COM
67066G104
1804410
1997
SH
SOLE
0
0
1997
ON SEMICONDUCTOR CORP
COM
682189105
609362
8285
SH
SOLE
0
0
8285
ORACLE CORP
COM
68389X105
233513
1859
SH
SOLE
0
0
1859
PARKER-HANNIFIN CORP
COM
701094104
411440
740
SH
SOLE
0
0
740
PAYCHEX INC
COM
704326107
392127
3193
SH
SOLE
0
0
3193
PAYCOM SOFTWARE INC
COM
70432V102
398219
2001
SH
SOLE
0
0
2001
PEPSICO INC
COM
713448108
284227
1624
SH
SOLE
0
0
1624
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
2417192
24042
SH
SOLE
0
0
24042
PNC FINL SVCS GROUP INC
COM
693475105
217866
1348
SH
SOLE
0
0
1348
PRIVIA HEALTH GROUP INC
COM
74276R102
201542
10288
SH
SOLE
0
0
10288
PROCTER AND GAMBLE CO
COM
742718109
995015
6133
SH
SOLE
0
0
6133
QUALCOMM INC
COM
747525103
234830
1387
SH
SOLE
0
0
1387
QUANTUMSCAPE CORP
COM CL A
74767V109
78285
12446
SH
SOLE
0
0
12446
RB GLOBAL INC
COM
74935Q107
410023
5383
SH
SOLE
0
0
5383
REINSURANCE GRP OF AMERICA I
COM NEW
759351604
236471
1226
SH
SOLE
0
0
1226
RIVIAN AUTOMOTIVE INC
COM CL A
76954A103
6175285
563953
SH
SOLE
0
0
563953
ROLLINS INC
COM
775711104
549641
11879
SH
SOLE
0
0
11879
RTX CORPORATION
COM
75513E101
325389
3336
SH
SOLE
0
0
3336
S&P GLOBAL INC
COM
78409V104
693071
1629
SH
SOLE
0
0
1629
SAIA INC
COM
78709Y105
508950
870
SH
SOLE
0
0
870
SALESFORCE INC
COM
79466L302
996002
3307
SH
SOLE
0
0
3307
SANOFI
SPONSORED ADR
80105N105
325912
6706
SH
SOLE
0
0
6706
SAP SE
SPON ADR
803054204
389865
1999
SH
SOLE
0
0
1999
SCHWAB CHARLES CORP
COM
808513105
479708
6631
SH
SOLE
0
0
6631
SELECTIVE INS GROUP INC
COM
816300107
340610
3120
SH
SOLE
0
0
3120
SERVICENOW INC
COM
81762P102
683110
896
SH
SOLE
0
0
896
SHELL PLC
SPON ADS
780259305
438643
6543
SH
SOLE
0
0
6543
SNAP ON INC
COM
833034101
6138567
20723
SH
SOLE
0
0
20723
SONY GROUP CORP
SPONSORED ADR
835699307
231669
2702
SH
SOLE
0
0
2702
SPDR S&P 500 ETF TR
TR UNIT
78462F103
4519600
8641
SH
SOLE
0
0
8641
STARBUCKS CORP
COM
855244109
389552
4263
SH
SOLE
0
0
4263
STRYKER CORPORATION
COM
863667101
394865
1103
SH
SOLE
0
0
1103
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
496446
3649
SH
SOLE
0
0
3649
TE CONNECTIVITY LTD
SHS
H84989104
218319
1503
SH
SOLE
0
0
1503
TELEDYNE TECHNOLOGIES INC
COM
879360105
201351
469
SH
SOLE
0
0
469
THE CIGNA GROUP
COM
125523100
263685
726
SH
SOLE
0
0
726
THE TRADE DESK INC
COM CL A
88339J105
301512
3449
SH
SOLE
0
0
3449
THERMO FISHER SCIENTIFIC INC
COM
883556102
725351
1248
SH
SOLE
0
0
1248
TJX COS INC NEW
COM
872540109
455076
4487
SH
SOLE
0
0
4487
TRAVELERS COMPANIES INC
COM
89417E109
230422
1001
SH
SOLE
0
0
1001
TRUIST FINL CORP
COM
89832Q109
222712
5714
SH
SOLE
0
0
5714
TYLER TECHNOLOGIES INC
COM
902252105
623915
1468
SH
SOLE
0
0
1468
ULTA BEAUTY INC
COM
90384S303
242616
464
SH
SOLE
0
0
464
UNION PAC CORP
COM
907818108
352858
1435
SH
SOLE
0
0
1435
UNITEDHEALTH GROUP INC
COM
91324P102
737117
1490
SH
SOLE
0
0
1490
US BANCORP DEL
COM NEW
902973304
269245
6023
SH
SOLE
0
0
6023
VANGUARD INDEX FDS
VALUE ETF
922908744
482973
2966
SH
SOLE
0
0
2966
VANGUARD INDEX FDS
MID CAP ETF
922908629
601380
2407
SH
SOLE
0
0
2407
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1306760
2718
SH
SOLE
0
0
2718
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
355290
7022
SH
SOLE
0
0
7022
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
3436836
18821
SH
SOLE
0
0
18821
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
3416412
68097
SH
SOLE
0
0
68097
VEEVA SYS INC
CL A COM
922475108
616295
2660
SH
SOLE
0
0
2660
VERISK ANALYTICS INC
COM
92345Y106
555149
2355
SH
SOLE
0
0
2355
VERIZON COMMUNICATIONS INC
COM
92343V104
220062
5245
SH
SOLE
0
0
5245
VISA INC
COM CL A
92826C839
935219
3351
SH
SOLE
0
0
3351
WALMART INC
COM
931142103
418332
6952
SH
SOLE
0
0
6952
WELLS FARGO CO NEW
COM
949746101
319203
5507
SH
SOLE
0
0
5507
WEST PHARMACEUTICAL SVSC INC
COM
955306105
700407
1770
SH
SOLE
0
0
1770
WORKIVA INC
COM CL A
98139A105
266611
3144
SH
SOLE
0
0
3144
ZOETIS INC
CL A
98978V103
318286
1881
SH
SOLE
0
0
1881