SEC 13F Intelligence

Baron Wealth Management LLC / SDVY

Baron Wealth Management LLC’s First Tr Exchange Traded Fd Position

Does Baron Wealth Management LLC own First Tr Exchange Traded Fd (SDVY)? Yes — 213.4K shares worth $9M (+2.39% of its 13F portfolio) as of Q2 2026, up from 187.9K shares the prior filed quarter.

Position Value
$9M
Q2 2026
Shares
213.4K
% of Portfolio
+2.39%
Quarters Held
6
currently held

Position History SDVY

Reported value by quarter
Q1 ’25: $832,765Q1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $7MQ1 ’26Q2 ’26: $9MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026213.4K$9M+2.39%
Q1 2026187.9K$7M+2.22%
Q4 2025165.9K$6M+1.96%
Q3 202596.8K$4M+1.22%
Q2 202590.7K$3M+1.13%
Q1 202524.9K$832,765+0.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baron Wealth Management LLC’s full portfolio or all institutional holders of SDVY.