Baron WealthBuilder Fund Retail Shares (BWBFX)

BWBFX Holdings Information

BWBFX is a mutual fund with a total of 19 individual holdings. The top holdings are Baron Partners Institutional stock at 14.58%, Baron Growth Instl at 12.26%, Baron Small Cap Instl at 12.10%, Baron Asset Instl at 9.90%, and Baron Focused Growth Institutional at 6.76%.

• Total Holdings: 19
• Top 10 Percentage: 78.93%
• Asset Class: Equity
• Fund Category: Allocation--85%+ Equity
• Assets: 555.48M
• Forward PE Ratio: 21.89

Top 25 Holdings

As of Mar 31, 2026

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No.	Symbol	Name	% Weight	Shares
1	n/a	Baron Partners Institutional	14.58%	290,674
2	n/a	Baron Growth Instl	12.26%	1,018,059
3	n/a	Baron Small Cap Instl	12.10%	2,172,114
4	n/a	Baron Asset Instl	9.90%	559,158
5	n/a	Baron Focused Growth Institutional	6.76%	588,613
6	n/a	Baron Real Estate Institutional	6.10%	793,580
7	n/a	Baron Discovery Institutional	4.59%	710,142
8	n/a	Baron Opportunity Instl	4.26%	402,470
9	n/a	Baron Fifth Avenue Growth Instl	4.23%	350,072
10	n/a	Baron Global Opportunity Institutional	4.16%	431,057
11	n/a	Baron Durable Advantage Institutional	4.07%	670,649
12	n/a	Baron International Growth Institutional	3.32%	521,372
13	n/a	Baron Health Care Instl	3.07%	775,854
14	n/a	Baron Emerging Markets Institutional	2.82%	733,272
15	n/a	Baron Real Estate Income Institutional	2.61%	756,554
16	BCFN	Baron Financials ETF	2.17%	520,005
17	BCSM	Baron SMID Cap ETF	1.99%	462,000
18	BCTK	Baron Technology ETF	1.04%	222,000
19	n/a	Usd	-0.01%	38,446