Baron WealthBuilder TA (BWBTX)

BWBTX Holdings Information

BWBTX is a mutual fund with a total of 18 individual holdings.

• Total Holdings: 18
• Top 10 Percentage: 78.95%
• 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	BPTIX	Baron Partners Fund Institutional Shares	14.58%	290,674
2	BGRIX	Baron Generational Growth Fund Institutional Shares	12.26%	1,018,059
3	BSFIX	Baron Small Cap Fund Institutional Class	12.10%	2,172,114
4	BARIX	Baron Asset Fund Institutional Class	9.90%	559,158
5	BFGIX	Baron Focused Growth Fund Institutional Shares	6.76%	588,613
6	BREIX	Baron Real Estate Fund Institutional Shares	6.11%	795,763
7	BDFIX	Baron Discovery Fund Institutional Shares	4.59%	710,142
8	BIOIX	Baron Opportunity Fund Institutional Class	4.26%	402,470
9	BFTIX	Baron Fifth Avenue Growth Fund Institutional Class	4.23%	350,072
10	BGAIX	Baron Global Opportunity Fund Institutional Shares	4.16%	431,057
11	BDAIX	Baron Durable Advantage Fund Institutional Shares	4.07%	670,649
12	BINIX	Baron International Growth Fund Institutional Shares	3.32%	521,372
13	BHCHX	Baron Health Care Fund Institutional Shares	3.07%	775,854
14	BEXIX	Baron Emerging Markets Fund Institutional Shares	2.82%	733,272
15	BRIIX	Baron Real Estate Income Fund Institutional Shares	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

Data Source: Finnhub Last updated: Mar 31, 2026

Mutual fund holdings data is provided by Finnhub. Holdings are typically published by the fund issuer on a monthly or quarterly basis, often with a 30–60 day delay.

Update frequency:

Quarterly

Last checked:

Jul 8, 2026

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