Baron WealthBuilder Fund (BWBTX) is an MF managed by Independent / Boutique. Its largest position is BARON PARTNERS FUND (null), representing 14.58% of fund assets.
Baron WealthBuilder Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BWBTX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 22, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
BARON PARTNERS FUND
|
14.58% | $72,935,813.69 | 290,674 |
|
-
BARON GROWTH FUND
|
12.26% | $61,307,513.40 | 1,018,059 |
|
-
BARON SMALL CAP FUND
|
12.10% | $60,493,374.90 | 2,172,114 |
|
-
BARON ASSET FUND
|
9.90% | $49,502,226.67 | 559,158 |
|
-
BARON FOCUSED GROWTH FUND
|
6.76% | $33,815,822.88 | 588,613 |
|
-
BARON REAL ESTATE FUND
|
6.11% | $30,573,227.14 | 795,763 |
|
-
BARON DISCOVERY FUND
|
4.59% | $22,930,495.32 | 710,142 |
|
-
BARON OPPORTUNITY FUND
|
4.26% | $21,318,849.57 | 402,470 |
|
-
BARON FIFTH AVENUE GROWTH FUND
|
4.23% | $21,144,374.83 | 350,072 |
|
-
BARON GLOBAL OPPORTUNITY FUND
|
4.16% | $20,794,181.19 | 431,057 |
|
-
BARON DURABLE ADVANTAGE FUND
|
4.07% | $20,354,198.61 | 670,649 |
|
-
BARON INTERNATIONAL GROWTH FUND
|
3.32% | $16,584,843.38 | 521,372 |
|
-
BARON HEALTH CARE FUND
|
3.07% | $15,330,879.80 | 775,854 |
|
-
BARON EMERGING MARKETS FUND
|
2.82% | $14,093,479.83 | 733,272 |
|
-
BARON REAL ESTATE INCOME FUND
|
2.61% | $13,050,548.31 | 756,554 |
|
-
BARON FINANCIALS ETF
|
2.17% | $10,845,432.28 | 520,005 |
|
-
BARON SMID CAP ETF
|
1.99% | $9,969,960.00 | 462,000 |
|
-
BARON TECHNOLOGY ETF
|
1.04% | $5,178,927.00 | 222,000 |
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