Baron Wealth Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1968507
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13F Reported Value
ⓘ$385.7M
Holdings
304
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Baron Wealth Management LLC disclosed 304 positions worth $385.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 47 new positions and exited 22 and a full exit from $F. The portfolio is most concentrated in Other (52.9% of disclosed assets). All figures are sourced directly from Baron Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1968507.
AI Fund Analysis
StableISHARES TR - MSCI USA QLT
16.0% weight
Held 7 quarters
MFS ACTIVE EXCHANGE TRADED
8.4% weight
Held 6 quarters
FRANKLIN TEMPLETON ETF TR
8.3% weight
Held 6 quarters
ISHARES TR - CORE S&P SCP
6.2% weight
Held 7 quarters
$AAPL4.1% weight
Held 7 quarters
$BWA7 quarters accumulating
$LLY7 quarters accumulating
$SYK7 quarters accumulating
$AVGO6 quarters accumulating
$GILD6 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - MSCI USA QLT FCT
—Quality
$61.8M281,840 shMFS ACTIVE EXCHANGE TRADED F - INTERNATINL ETF
—Quality
$32.3M993,624 shFRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL
—Quality
$32.0M748,975 shISHARES TR - CORE S&P SCP ETF
—Quality
$24.0M161,676 sh- 76.4
Quality
$16.0M55,142 sh - 63.0
Quality
$9.8M24,447 sh FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF
—Quality
$9.2M213,371 shVANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH
—Quality
$8.7M59,722 sh- —
Quality
$6.3M8,466 sh - 35.9
Quality
$5.4M313,953 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - MSCI USA QLT FCT | — | $61.8M | 281,840 |
| MFS ACTIVE EXCHANGE TRADED F - INTERNATINL ETF | — | $32.3M | 993,624 |
| FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL | — | $32.0M | 748,975 |
| ISHARES TR - CORE S&P SCP ETF | — | $24.0M | 161,676 |
| Apple Inc.$AAPL | 76.4 | $16.0M | 55,142 |
 Snap-on Inc$SNA | 63.0 | $9.8M | 24,447 |
| FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $9.2M | 213,371 |
| VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH | — | $8.7M | 59,722 |
 SPDR S&P 500 ETF TRUST$SPY | — | $6.3M | 8,466 |
 Rivian Automotive, Inc. / DE$RIVN | 35.9 | $5.4M | 313,953 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Baron Wealth Management LLC's 304 positions.
Showing top 10 of 304 holdings.
Sector Allocation
Other
$204.0M
Technology
$60.0M
Industrials
$38.7M
Financials
$31.7M
Consumer Discretionary
$16.2M
Healthcare
$13.2M
Materials
$6.4M
Consumer Staples
$5.4M
Full Holdings — Baron Wealth Management LLC (Q2 2026)
All 304 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - MSCI USA QLT FCT | $61.8M | 16.0% | +0% | — |
| 2 | — | MFS ACTIVE EXCHANGE TRADED F - INTERNATINL ETF | $32.3M | 8.4% | +2% | — |
| 3 | — | FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL | $32.0M | 8.3% | +1% | — |
| 4 | — | ISHARES TR - CORE S&P SCP ETF | $24.0M | 6.2% | -6% | — |
| 5 | $AAPL | Apple Inc. | $16.0M | 4.1% | -3% | 76.4 |
| 6 | $SNA | Snap-on Inc | $9.8M | 2.5% | +0% | 63 |
| 7 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $9.2M | 2.4% | +14% | — |
| 8 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH | $8.7M | 2.3% | +18% | — |
| 9 | $SPY | SPDR S&P 500 ETF TRUST | $6.3M | 1.6% | -0% | — |
| 10 | $RIVN | Rivian Automotive, Inc. / DE | $5.4M | 1.4% | +0% | 35.9 |
| 11 |  $NVDA | NVIDIA CORP | $4.7M | 1.2% | +3% | 85.9 |
| 12 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $4.7M | 1.2% | +0% | — |
| 13 | — | ISHARES TR - S&P 500 GRWT ETF | $3.9M | 1.0% | +0% | — |
| 14 |  $MSFT | MICROSOFT CORP | $3.9M | 1.0% | +20% | 79.8 |
| 15 |  $GOOG | Alphabet Inc. | $3.8M | 1.0% | +3% | 78.2 |
| 16 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $3.7M | 1.0% | +0% | — |
| 17 |  $AMZN | AMAZON COM INC | $3.7M | 0.9% | +3% | 68.7 |
| 18 |  $GOOGL | Alphabet Inc. | $3.1M | 0.8% | -1% | 78.2 |
| 19 |  $JNJ | JOHNSON & JOHNSON | $2.9M | 0.8% | -2% | 69 |
| 20 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $2.5M | 0.7% | +38% | — |
| 21 | $AVGO | Broadcom Inc. | $2.4M | 0.6% | +10% | 84.5 |
| 22 |  $JPM | JPMORGAN CHASE & CO | $2.1M | 0.5% | +3% | 70.7 |
| 23 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.5% | +0% | — |
| 24 | $BWA | BORGWARNER INC | $1.8M | 0.5% | +1% | 56 |
| 25 |  $MU | MICRON TECHNOLOGY INC | $1.8M | 0.5% | -8% | 86.2 |
| 26 |  $FIVE | FIVE BELOW, INC | $1.7M | 0.5% | -0% | 69.5 |
| 27 |  $PH | Parker-Hannifin Corp | $1.7M | 0.5% | -3% | 65.8 |
| 28 |  $ADI | ANALOG DEVICES INC | $1.7M | 0.4% | -5% | 79.2 |
| 29 |  $CAT | CATERPILLAR INC | $1.6M | 0.4% | +5% | 66.5 |
| 30 |  $V | VISA INC. | $1.5M | 0.4% | +10% | 82.9 |
| 31 |  $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.4% | +7% | 70.3 |
| 32 |  $JBL | JABIL INC | $1.4M | 0.3% | -1% | 57.4 |
| 33 |  $TSLA | Tesla, Inc. | $1.3M | 0.3% | -3% | 53.9 |
| 34 |  $SAN | Banco Santander, S.A. | $1.3M | 0.3% | +2% | — |
| 35 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.3M | 0.3% | -2% | — |
| 36 |  $WMT | Walmart Inc. | $1.3M | 0.3% | -7% | 60.2 |
| 37 | — | ISHARES TR - MSCI EAFE ETF | $1.2M | 0.3% | -0% | — |
| 38 |  $MS | MORGAN STANLEY | $1.2M | 0.3% | +2% | 75.8 |
| 39 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.2M | 0.3% | +9% | 73.8 |
| 40 | $GILD | GILEAD SCIENCES, INC. | $1.1M | 0.3% | +5% | 57.4 |
| 41 | $LLY | ELI LILLY & Co | $1.1M | 0.3% | +5% | 87.5 |
| 42 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.1M | 0.3% | +13% | — |
| 43 |  $BCS | BARCLAYS PLC | $1.1M | 0.3% | +16% | — |
| 44 | — | BNY MELLON ETF TRUST II - DYNAMIC VALUE | $1.1M | 0.3% | +17% | — |
| 45 |  $PG | PROCTER & GAMBLE Co | $1.1M | 0.3% | +11% | 64.6 |
| 46 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $1.1M | 0.3% | +0% | 61.7 |
| 47 |  $CTVA | Corteva, Inc. | $1.1M | 0.3% | +4% | 47.2 |
| 48 |  $GTX | Garrett Motion Inc. | $1.0M | 0.3% | +5% | 56.8 |
| 49 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.0M | 0.3% | +0% | — |
| 50 |  $LIN | LINDE PLC | $1.0M | 0.3% | +2% | — |
| 51 |  $META | Meta Platforms, Inc. | $1.0M | 0.3% | -12% | 79.6 |
| 52 | — | VANGUARD INDEX FDS - VALUE ETF | $996,575 | 0.3% | +0% | — |
| 53 | — | ISHARES TR - RUSSELL 2000 ETF | $984,885 | 0.3% | -0% | — |
| 54 | — | ISHARES TR - RUS MID CAP ETF | $980,628 | 0.3% | -1% | — |
| 55 |  $NWG | NatWest Group plc | $972,800 | 0.3% | +15% | — |
| 56 |  $LOW | LOWES COMPANIES INC | $965,792 | 0.3% | -7% | 60.8 |
| 57 |  $FAST | FASTENAL CO | $962,052 | 0.3% | -0% | 66.9 |
| 58 |  $USB | US BANCORP \DE\ | $951,408 | 0.3% | +17% | 65.3 |
| 59 |  $MO | ALTRIA GROUP, INC. | $929,914 | 0.2% | +13% | 67.4 |
| 60 |  $ABBV | AbbVie Inc. | $861,131 | 0.2% | -1% | 72.6 |
| 61 |  $DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | $842,535 | 0.2% | +0% | 32.8 |
| 62 |  $SPGI | S&P Global Inc. | $833,414 | 0.2% | +10% | 76.1 |
| 63 |  $MA | Mastercard Inc | $828,060 | 0.2% | +19% | 85.1 |
| 64 |  $UNH | UNITEDHEALTH GROUP INC | $813,239 | 0.2% | +38% | 62.7 |
| 65 |  $CL | COLGATE PALMOLIVE CO | $812,326 | 0.2% | +29% | 61.3 |
| 66 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $804,351 | 0.2% | +20% | 61.3 |
| 67 |  $AMGN | AMGEN INC | $791,254 | 0.2% | -2% | 79.2 |
| 68 |  $CRWD | CrowdStrike Holdings, Inc. | $789,850 | 0.2% | +14% | 67.7 |
| 69 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $778,060 | 0.2% | NEW | — |
| 70 |  $CBT | CABOT CORP | $773,086 | 0.2% | +32% | 50 |
| 71 |  $HEI | HEICO CORP | $752,629 | 0.2% | -0% | 75.6 |
| 72 |  $EFXT | Enerflex Ltd. | $748,290 | 0.2% | +3% | — |
| 73 |  $STRL | STERLING INFRASTRUCTURE, INC. | $747,030 | 0.2% | -35% | 70.6 |
| 74 |  $NFLX | NETFLIX INC | $745,916 | 0.2% | -12% | 78.8 |
| 75 |  $BAC | BANK OF AMERICA CORP /DE/ | $717,143 | 0.2% | -0% | 67.6 |
| 76 |  $MCO | MOODYS CORP /DE/ | $705,382 | 0.2% | +32% | 79.1 |
| 77 | — | ISHARES TR - S&P 100 ETF | $702,470 | 0.2% | +0% | — |
| 78 |  $BFH | BREAD FINANCIAL HOLDINGS, INC. | $700,608 | 0.2% | +6% | 52.5 |
| 79 |  $CB | Chubb Ltd | $696,622 | 0.2% | +0% | — |
| 80 |  $JCI | Johnson Controls International plc | $687,395 | 0.2% | +2% | — |
| 81 | — | VANGUARD INDEX FDS - MID CAP ETF | $675,716 | 0.2% | +300% | — |
| 82 |  $XOM.R34088 | EXXON MOBIL CORP | $672,588 | 0.2% | +1% | 57.9 |
| 83 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $669,069 | 0.2% | +0% | — |
| 84 |  $WFC | WELLS FARGO & COMPANY/MN | $664,398 | 0.2% | -9% | 61.8 |
| 85 |  $ASML | ASML HOLDING NV | $662,484 | 0.2% | +2% | — |
| 86 |  $MGA | MAGNA INTERNATIONAL INC | $662,265 | 0.2% | +21% | — |
| 87 |  $RTX | RTX Corp | $643,883 | 0.2% | +4% | 73.2 |
| 88 |  $SU | SUNCOR ENERGY INC | $643,159 | 0.2% | +3% | — |
| 89 |  $TRV | TRAVELERS COMPANIES, INC. | $633,245 | 0.2% | +9% | 75.9 |
| 90 |  $TSEM | TOWER SEMICONDUCTOR LTD | $631,531 | 0.2% | +19% | — |
| 91 |  $EMR | EMERSON ELECTRIC CO | $620,208 | 0.2% | -1% | 65.3 |
| 92 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $611,988 | 0.2% | +7% | — |
| 93 |  $BPOP | POPULAR, INC. | $610,750 | 0.2% | +0% | 69.4 |
| 94 |  $C | CITIGROUP INC | $595,748 | 0.1% | +1% | 65 |
| 95 |  $GLW | CORNING INC /NY | $588,370 | 0.1% | +15% | 73.7 |
| 96 |  $ON | ON SEMICONDUCTOR CORP | $587,282 | 0.1% | +0% | 55 |
| 97 |  $AMD | ADVANCED MICRO DEVICES INC | $583,815 | 0.1% | NEW | 79.8 |
| 98 |  $GE | GENERAL ELECTRIC CO | $578,654 | 0.1% | +2% | 73.8 |
| 99 |  $GS | GOLDMAN SACHS GROUP INC | $570,790 | 0.1% | +5% | 73.5 |
| 100 |  $DHR | DANAHER CORP /DE/ | $565,937 | 0.1% | +12% | 64.8 |
| 101 | — | ISHARES TR - MSCI INTL VLU FT | $563,267 | 0.1% | +2% | — |
| 102 |  $VRSN | VERISIGN INC/CA | $558,034 | 0.1% | +31% | 71.3 |
| 103 |  $CLS | CELESTICA INC | $554,131 | 0.1% | +5% | 69.8 |
| 104 |  $TOL | Toll Brothers, Inc. | $540,146 | 0.1% | +74% | 58.1 |
| 105 |  $MCD | MCDONALDS CORP | $534,064 | 0.1% | +20% | 69 |
| 106 |  $AFL | AFLAC INC | $530,940 | 0.1% | +4% | 61.3 |
| 107 | $SYK | STRYKER CORP | $521,862 | 0.1% | +18% | 72.1 |
| 108 |  $KGC | KINROSS GOLD CORP | $518,237 | 0.1% | +3% | — |
| 109 |  $ALL | ALLSTATE CORP | $509,332 | 0.1% | +14% | 78.5 |
| 110 |  $MRK | Merck & Co., Inc. | $503,748 | 0.1% | -8% | 59.9 |
| 111 |  $MFC | MANULIFE FINANCIAL CORP | $503,620 | 0.1% | +2% | — |
| 112 | — | ISHARES TR - GLB INFRASTR ETF | $492,468 | 0.1% | +1% | — |
| 113 |  $GEV | GE Vernova Inc. | $487,676 | 0.1% | +9% | 81.1 |
| 114 |  $VRSK | Verisk Analytics, Inc. | $487,627 | 0.1% | +8% | 71.2 |
| 115 |  $FBP | FIRST BANCORP /PR/ | $483,626 | 0.1% | +22% | 57.9 |
| 116 |  $AA | Alcoa Corp | $471,577 | 0.1% | +0% | 63.4 |
| 117 |  $CTAS | CINTAS CORP | $465,891 | 0.1% | +27% | 68.7 |
| 118 |  $NOW | ServiceNow, Inc. | $465,226 | 0.1% | -6% | 72.9 |
| 119 |  $CNS | COHEN & STEERS, INC. | $464,472 | 0.1% | +25% | 64 |
| 120 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $461,254 | 0.1% | +18% | 64.4 |
| 121 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $459,418 | 0.1% | +10% | 76.4 |
| 122 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $450,744 | 0.1% | +9% | 70 |
| 123 |  $IMO | IMPERIAL OIL LTD | $450,737 | 0.1% | -0% | — |
| 124 |  $WCC | WESCO INTERNATIONAL INC | $450,181 | 0.1% | -2% | 48.8 |
| 125 |  $TYL | TYLER TECHNOLOGIES INC | $449,219 | 0.1% | -15% | 64.3 |
| 126 |  $DUK | Duke Energy CORP | $443,951 | 0.1% | -1% | 56.4 |
| 127 |  $MLI | MUELLER INDUSTRIES INC | $443,041 | 0.1% | +1% | 68.7 |
| 128 |  $MMM | 3M CO | $439,447 | 0.1% | -16% | 64.9 |
| 129 |  $WRB | BERKLEY W R CORP | $438,767 | 0.1% | +0% | 68.6 |
| 130 |  $CGAU | Centerra Gold Inc. | $435,960 | 0.1% | -0% | — |
| 131 |  $KFY | KORN FERRY | $432,551 | 0.1% | +101% | 58.9 |
| 132 |  $IVZ | Invesco Ltd. | $423,200 | 0.1% | +0% | — |
| 133 |  $KMT | KENNAMETAL INC | $422,484 | 0.1% | +1% | 55.7 |
| 134 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $421,466 | 0.1% | +2% | 64.4 |
| 135 |  $INTC | INTEL CORP | $420,088 | 0.1% | NEW | 45.6 |
| 136 |  $NEE | NEXTERA ENERGY INC | $419,604 | 0.1% | -12% | 64.6 |
| 137 | $IVZ | Invesco Ltd. | $418,573 | 0.1% | +1% | — |
| 138 |  $RBA | RB GLOBAL INC. | $412,815 | 0.1% | -0% | 67.3 |
| 139 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $410,775 | 0.1% | +7% | 73.7 |
| 140 |  $MSCI | MSCI Inc. | $409,639 | 0.1% | +32% | 75.7 |
| 141 |  $HOFT | HOOKER FURNISHINGS Corp | $409,377 | 0.1% | +38% | 26.7 |
| 142 |  $LII | LENNOX INTERNATIONAL INC | $409,104 | 0.1% | +13% | 61.3 |
| 143 |  $CRM | Salesforce, Inc. | $408,773 | 0.1% | +2% | 77 |
| 144 |  $COST | COSTCO WHOLESALE CORP /NEW | $407,077 | 0.1% | +1% | 66.2 |
| 145 |  $CVX | CHEVRON CORP | $401,908 | 0.1% | -7% | 62.8 |
| 146 |  $IDXX | IDEXX LABORATORIES INC /DE | $399,568 | 0.1% | -0% | 73.8 |
| 147 |  $SAIA | SAIA INC | $397,575 | 0.1% | +2% | 58.2 |
| 148 |  $APH | AMPHENOL CORP /DE/ | $397,437 | 0.1% | -4% | 79.3 |
| 149 |  $MCK | MCKESSON CORP | $396,707 | 0.1% | -4% | 63.4 |
| 150 |  $ADSK | Autodesk, Inc. | $394,478 | 0.1% | -3% | 78.6 |
| 151 |  $UI | Ubiquiti Inc. | $392,086 | 0.1% | -6% | 78.3 |
| 152 |  $MUR | MURPHY OIL CORP | $391,170 | 0.1% | -1% | 55.1 |
| 153 |  $CCI | CROWN CASTLE INC. | $388,814 | 0.1% | NEW | 61.7 |
| 154 |  $BTE | BAYTEX ENERGY CORP. | $384,346 | 0.1% | -2% | — |
| 155 |  $JOYY | JOYY Inc. | $383,290 | 0.1% | -29% | — |
| 156 |  $ADP | AUTOMATIC DATA PROCESSING INC | $379,348 | 0.1% | NEW | 69.8 |
| 157 |  $PGR | PROGRESSIVE CORP/OH/ | $374,766 | 0.1% | +30% | 80.1 |
| 158 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $374,534 | 0.1% | -0% | 65.1 |
| 159 |  $PHIN | PHINIA INC. | $374,123 | 0.1% | +4% | 53.1 |
| 160 |  $UNP | UNION PACIFIC CORP | $373,312 | 0.1% | +1% | 69.7 |
| 161 |  $ENSG | ENSIGN GROUP, INC | $369,492 | 0.1% | -0% | 67.9 |
| 162 |  $CYD | CHINA YUCHAI INTERNATIONAL LTD | $368,992 | 0.1% | +32% | — |
| 163 |  $TS | TENARIS SA | $368,050 | 0.1% | -1% | — |
| 164 |  $BKE | BUCKLE INC | $367,876 | 0.1% | +9% | 62.1 |
| 165 |  $TJX | TJX COMPANIES INC /DE/ | $367,457 | 0.1% | +0% | 68.7 |
| 166 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $366,653 | 0.1% | +1% | — |
| 167 |  $DLX | DELUXE CORP | $365,712 | 0.1% | -8% | 53.1 |
| 168 |  $SIGI | SELECTIVE INSURANCE GROUP INC | $361,088 | 0.1% | +8% | 68.7 |
| 169 |  $GWW | W.W. GRAINGER, INC. | $360,524 | 0.1% | +0% | 61.8 |
| 170 |  $DDS | DILLARD'S, INC. | $356,337 | 0.1% | -1% | 61.5 |
| 171 |  $SBUX | STARBUCKS CORP | $354,180 | 0.1% | -1% | 58.2 |
| 172 |  $ETR | ENTERGY CORP /DE/ | $351,012 | 0.1% | +0% | 59.5 |
| 173 |  $SCHW | SCHWAB CHARLES CORP | $349,078 | 0.1% | -1% | 79.4 |
| 174 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $348,971 | 0.1% | -3% | — |
| 175 |  $PHM | PULTEGROUP INC/MI/ | $346,087 | 0.1% | -21% | 55.3 |
| 176 |  $ECL | ECOLAB INC. | $343,720 | 0.1% | -30% | 63.3 |
| 177 |  $ROL | ROLLINS INC | $341,642 | 0.1% | -0% | 65 |
| 178 |  $AXP | AMERICAN EXPRESS CO | $340,717 | 0.1% | +1% | 69.4 |
| 179 |  $WAFD | WAFD INC | $340,310 | 0.1% | +2% | 51.9 |
| 180 |  $GD | GENERAL DYNAMICS CORP | $338,747 | 0.1% | +15% | 68.7 |
| 181 |  $LOPE | Grand Canyon Education, Inc. | $336,881 | 0.1% | -1% | 65.2 |
| 182 |  $FMS | Fresenius Medical Care AG | $335,987 | 0.1% | NEW | 50.4 |
| 183 |  $ROK | ROCKWELL AUTOMATION, INC | $334,279 | 0.1% | NEW | 63.6 |
| 184 |  $MEDP | Medpace Holdings, Inc. | $330,464 | 0.1% | -1% | 76.2 |
| 185 |  $CBOE | Cboe Global Markets, Inc. | $327,691 | 0.1% | -20% | 79.2 |
| 186 |  $ITW | ILLINOIS TOOL WORKS INC | $326,781 | 0.1% | -5% | 63.6 |
| 187 |  $KO | COCA COLA CO | $326,587 | 0.1% | +47% | 69.5 |
| 188 |  $IX | ORIX CORP | $326,522 | 0.1% | NEW | 63 |
| 189 |  $ATKR | Atkore Inc. | $326,091 | 0.1% | +16% | 33.3 |
| 190 |  $CVS | CVS HEALTH Corp | $326,066 | 0.1% | NEW | 59.4 |
| 191 |  $VEEV | VEEVA SYSTEMS INC | $324,770 | 0.1% | -2% | 77.6 |
| 192 |  $AMT | AMERICAN TOWER CORP /MA/ | $323,769 | 0.1% | NEW | 66.3 |
| 193 |  $VMRK | VIVMARK RESIDENTIAL | $317,838 | 0.1% | NEW | 64 |
| 194 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $314,479 | 0.1% | +0% | — |
| 195 |  $TNL | Travel & Leisure Co. | $314,219 | 0.1% | -17% | 53.7 |
| 196 |  $SII | SPROTT INC. | $314,094 | 0.1% | +37% | — |
| 197 |  $PANW | Palo Alto Networks Inc | $306,918 | 0.1% | NEW | 65.5 |
| 198 |  $ES | EVERSOURCE ENERGY | $301,560 | 0.1% | +38% | 66.1 |
| 199 |  $BA | BOEING CO | $301,326 | 0.1% | +10% | 61.6 |
| 200 |  $PM | Philip Morris International Inc. | $300,808 | 0.1% | +27% | 75.9 |
| 201 |  $KLAC | KLA CORP | $297,076 | 0.1% | NEW | 78.6 |
| 202 |  $AEM | AGNICO EAGLE MINES LTD | $295,778 | 0.1% | -4% | — |
| 203 |  $PBYI | PUMA BIOTECHNOLOGY, INC. | $294,977 | 0.1% | -5% | 53.8 |
| 204 |  $ZIM | ZIM Integrated Shipping Services Ltd. | $289,886 | 0.1% | -1% | — |
| 205 |  $SENEA | Seneca Foods Corp | $289,088 | 0.1% | +3% | 65.4 |
| 206 |  $CSX | CSX CORP | $288,024 | 0.1% | -10% | 65.2 |
| 207 |  $SNX | TD SYNNEX CORP | $287,985 | 0.1% | NEW | 58.4 |
| 208 |  $SNDR | Schneider National, Inc. | $286,385 | 0.1% | NEW | 53.5 |
| 209 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $282,423 | 0.1% | +0% | — |
| 210 |  $PAYX | PAYCHEX INC | $278,328 | 0.1% | +1% | 74.6 |
| 211 |  $HD | HOME DEPOT, INC. | $275,912 | 0.1% | +14% | 60.3 |
| 212 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $274,467 | 0.1% | +0% | — |
| 213 |  $OVV | Ovintiv Inc. | $274,411 | 0.1% | +0% | 62.5 |
| 214 |  $NXST | NEXSTAR MEDIA GROUP, INC. | $272,566 | 0.1% | -23% | 56 |
| 215 |  $RUSHA | RUSH ENTERPRISES INC \TX\ | $272,349 | 0.1% | +22% | 51.7 |
| 216 |  $HCA | HCA Healthcare, Inc. | $271,868 | 0.1% | -13% | 68.9 |
| 217 |  $ABT | ABBOTT LABORATORIES | $270,022 | 0.1% | +1% | 65.5 |
| 218 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $269,519 | 0.1% | +11% | 66.2 |
| 219 |  $NHC | NATIONAL HEALTHCARE CORP | $265,896 | 0.1% | NEW | 65.9 |
| 220 |  $FIX | COMFORT SYSTEMS USA INC | $265,605 | 0.1% | NEW | 77.7 |
| 221 |  $TNK | TEEKAY TANKERS LTD. | $265,563 | 0.1% | +5% | — |
| 222 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $265,551 | 0.1% | +0% | — |
| 223 |  $KTB | Kontoor Brands, Inc. | $265,408 | 0.1% | NEW | 66 |
| 224 |  $CSTM | CONSTELLIUM SE | $264,043 | 0.1% | NEW | 57.7 |
| 225 |  $DBX | DROPBOX, INC. | $263,492 | 0.1% | NEW | 63.4 |
| 226 |  $DHT | DHT Holdings, Inc. | $261,886 | 0.1% | +7% | — |
| 227 | — | ISHARES TR - CORE S&P500 ETF | $261,696 | 0.1% | +0% | — |
| 228 |  $NMR | NOMURA HOLDINGS INC | $261,343 | 0.1% | +78% | 57.6 |
| 229 |  $ACN | Accenture plc | $261,257 | 0.1% | NEW | — |
| 230 |  $LRCX | LAM RESEARCH CORP | $260,437 | 0.1% | NEW | 79.4 |
| 231 |  $MSI | Motorola Solutions, Inc. | $259,972 | 0.1% | -3% | 71.8 |
| 232 |  $BAP | CREDICORP LTD | $259,850 | 0.1% | +0% | — |
| 233 |  $SO | SOUTHERN CO | $259,705 | 0.1% | +2% | 62 |
| 234 |  $PEP | PEPSICO INC | $259,388 | 0.1% | -5% | 63.4 |
| 235 |  $ICE | Intercontinental Exchange, Inc. | $257,263 | 0.1% | -6% | 73.7 |
| 236 |  $AMG | AFFILIATED MANAGERS GROUP, INC. | $256,846 | 0.1% | +0% | 56.1 |
| 237 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $256,080 | 0.1% | +0% | — |
| 238 |  $DOV | DOVER Corp | $255,679 | 0.1% | +0% | 58.1 |
| 239 |  $VMC | Vulcan Materials CO | $253,733 | 0.1% | +4% | 63.5 |
| 240 |  $SIG | SIGNET JEWELERS LTD | $252,891 | 0.1% | +1% | 62.7 |
| 241 |  $FHI | FEDERATED HERMES, INC. | $250,960 | 0.1% | +3% | 67.5 |
| 242 |  $QCOM | QUALCOMM INC/DE | $248,281 | 0.1% | NEW | 70.5 |
| 243 |  $DELL | Dell Technologies Inc. | $247,791 | 0.1% | NEW | 71.2 |
| 244 |  $NAT | NORDIC AMERICAN TANKERS Ltd | $245,573 | 0.1% | -2% | — |
| 245 |  $ACT | Enact Holdings, Inc. | $245,310 | 0.1% | +2% | 39.3 |
| 246 |  $CMC | COMMERCIAL METALS Co | $244,556 | 0.1% | +2% | 57.2 |
| 247 |  $YELP | YELP INC | $244,244 | 0.1% | NEW | 56.3 |
| 248 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $243,314 | 0.1% | -7% | 66.5 |
| 249 |  $THC | TENET HEALTHCARE CORP | $241,146 | 0.1% | +16% | 66.2 |
| 250 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $240,459 | 0.1% | NEW | 58.7 |
| 251 |  $IHG | INTERCONTINENTAL HOTELS GROUP PLC /NEW/ | $236,136 | 0.1% | NEW | — |
| 252 |  $PRDO | PERDOCEO EDUCATION Corp | $235,395 | 0.1% | +9% | 63.6 |
| 253 |  $GHC | Graham Holdings Co | $235,179 | 0.1% | -1% | 55.9 |
| 254 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $234,552 | 0.1% | -2% | 66.3 |
| 255 |  $FLR | FLUOR CORP | $232,874 | 0.1% | -10% | 47.6 |
| 256 |  $TDY | TELEDYNE TECHNOLOGIES INC | $232,748 | 0.1% | +0% | 67.2 |
| 257 |  $RGA | REINSURANCE GROUP OF AMERICA INC | $231,363 | 0.1% | +0% | 66.8 |
| 258 |  $NSC | NORFOLK SOUTHERN CORP | $231,263 | 0.1% | +0% | 63.2 |
| 259 |  $MCY | MERCURY GENERAL CORP | $229,865 | 0.1% | NEW | 76.6 |
| 260 |  $ORCL | ORACLE CORP | $229,163 | 0.1% | +10% | 66.2 |
| 261 |  $COP | CONOCOPHILLIPS | $227,656 | 0.1% | -16% | 70.2 |
| 262 |  $DIS | Walt Disney Co | $226,483 | 0.1% | +2% | 60.1 |
| 263 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $226,050 | 0.1% | +0% | 54.9 |
| 264 |  $BKTI | BK Technologies Corp | $224,494 | 0.1% | -7% | 69 |
| 265 |  $ITRN | Ituran Location & Control Ltd. | $221,222 | 0.1% | NEW | — |
| 266 |  $ENVA | Enova International, Inc. | $220,990 | 0.1% | NEW | 69.9 |
| 267 |  $NSIT | INSIGHT ENTERPRISES INC | $220,823 | 0.1% | NEW | 49.4 |
| 268 |  $EOG | EOG RESOURCES INC | $220,800 | 0.1% | +0% | 71.9 |
| 269 |  $RRR | Red Rock Resorts, Inc. | $220,665 | 0.1% | -78% | 57.8 |
| 270 |  $SHOP | SHOPIFY INC. | $219,797 | 0.1% | -2% | 64.9 |
| 271 |  $OC | Owens Corning | $219,389 | 0.1% | NEW | 49.2 |
| 272 |  $TDW | TIDEWATER INC | $218,946 | 0.1% | +4% | 64.3 |
| 273 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $217,209 | 0.1% | -9% | 71.6 |
| 274 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $216,535 | 0.1% | NEW | 64.1 |
| 275 |  $WSFS | WSFS FINANCIAL CORP | $215,688 | 0.1% | NEW | 52.3 |
| 276 |  $PFS | PROVIDENT FINANCIAL SERVICES INC | $211,949 | 0.1% | NEW | 74.2 |
| 277 |  $URI | UNITED RENTALS, INC. | $210,729 | 0.1% | NEW | 63.9 |
| 278 |  $QUAD | Quad/Graphics, Inc. | $210,523 | 0.1% | +14% | 45.1 |
| 279 |  $PNFP | Pinnacle Financial Partners, Inc. | $209,730 | 0.1% | NEW | 54.5 |
| 280 |  $TXN | TEXAS INSTRUMENTS INC | $208,260 | 0.1% | NEW | 73.4 |
| 281 |  $SHEL | Shell plc | $207,575 | 0.1% | -44% | — |
| 282 |  $ZTS | Zoetis Inc. | $206,490 | 0.1% | -24% | 68.6 |
| 283 |  $AMAT | APPLIED MATERIALS INC /DE | $205,482 | 0.1% | NEW | 72.3 |
| 284 |  $MKL | MARKEL GROUP INC. | $205,066 | 0.1% | -24% | 60.2 |
| 285 |  $INVH | Invitation Homes Inc. | $203,930 | 0.1% | NEW | 68.9 |
| 286 |  $RNR | RENAISSANCERE HOLDINGS LTD | $203,805 | 0.1% | NEW | — |
| 287 |  $EME | EMCOR Group, Inc. | $203,328 | 0.1% | NEW | 69.3 |
| 288 |  $AM | Antero Midstream Corp | $203,173 | 0.1% | -5% | 65.4 |
| 289 |  $DVN | DEVON ENERGY CORP/DE | $200,609 | 0.1% | +0% | 74.8 |
| 290 |  $CME | CME GROUP INC. | $200,158 | 0.1% | -2% | 69.5 |
| 291 |  $AEG | AEGON LTD. | $191,402 | 0.1% | +102% | — |
| 292 |  $PBI | PITNEY BOWES INC /DE/ | $175,659 | 0.1% | NEW | 59.4 |
| 293 |  $INMD | InMode Ltd. | $173,305 | 0.0% | -38% | — |
| 294 |  $CDE | Coeur Mining, Inc. | $169,780 | 0.0% | -12% | 82 |
| 295 |  $TBLA | Taboola.com Ltd. | $158,575 | 0.0% | +173% | — |
| 296 |  $SGHC | Super Group (SGHC) Ltd | $157,757 | 0.0% | NEW | — |
| 297 |  $ERIC | ERICSSON LM TELEPHONE CO | $155,597 | 0.0% | +10% | — |
| 298 |  $AGNC | AGNC Investment Corp. | $144,992 | 0.0% | +2% | — |
| 299 |  $EBS | Emergent BioSolutions Inc. | $136,083 | 0.0% | +7% | 31.2 |
| 300 |  $MFG | MIZUHO FINANCIAL GROUP INC | $105,921 | 0.0% | NEW | — |
| 301 |  $TK | TEEKAY CORP LTD | $104,781 | 0.0% | -2% | — |
| 302 |  $LYG | Lloyds Banking Group plc | $100,865 | 0.0% | +64% | — |
| 303 |  $MLCO | Melco Resorts & Entertainment LTD | $94,718 | 0.0% | NEW | — |
| 304 |  $III | Information Services Group Inc. | $59,800 | 0.0% | NEW | 43 |
New Positions (47)
VANGUARD INDEX FDS - TOTAL STK MKT$778,060
$AMD ADVANCED MICRO DEVICES INC$583,815$INTC INTEL CORP$420,088$CCI CROWN CASTLE INC.$388,814$ADP AUTOMATIC DATA PROCESSING INC$379,348$FMS Fresenius Medical Care AG$335,987$ROK ROCKWELL AUTOMATION, INC$334,279$IX ORIX CORP$326,522$CVS CVS HEALTH Corp$326,066$AMT AMERICAN TOWER CORP /MA/$323,769$VMRK VIVMARK RESIDENTIAL$317,838$PANW Palo Alto Networks Inc$306,918$KLAC KLA CORP$297,076$SNX TD SYNNEX CORP$287,985$SNDR Schneider National, Inc.$286,385Exited Positions (22)
$F FORD MOTOR CO
$PENN PENN Entertainment, Inc.
$IBP Installed Building Products, Inc.
$SAP SAP SE
$KR KROGER CO
$RMD RESMED INC
$CSGP COSTAR GROUP, INC.
$EMBC Embecta Corp.
$BSX BOSTON SCIENTIFIC CORP
$APA APA Corp
$T AT&T INC.
$GWRE Guidewire Software, Inc.
$HSY HERSHEY CO
$SNCY Sun Country Airlines Holdings, LLC
$MDT Medtronic plcBrowse Top Institutional Investors
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