Baron Financial Group, LLC
CIK: 0001832093Latest portfolio: $186.5M · Q4 2025
Holdings
57
Total Value
$186.5M
New Positions
9
Closed Positions
2
Top Holdings
View All 57 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 32,148 | $21.9M | 11.75% | -561 | |
| 2 | IWMISHARES TR | 73,743 | $18.2M | 9.73% | -292 | |
| 3 | NDQINVESCO QQQ TR | 21,434 | $13.2M | 7.06% | -485 | |
| 4 | VTIPVANGUARD MALVERN FDS | 256,510 | $12.7M | 6.80% | -3,525 | |
| 5 | EFAISHARES TR | 75,230 | $7.2M | 3.87% | -134 | |
| 6 | GQ9SPDR GOLD TR | 17,729 | $7.0M | 3.77% | -1,638 | |
| 7 | CWBSPDR SERIES TRUST | 72,501 | $6.5M | 3.47% | -1,065 | |
| 8 | IWRISHARES TR | 65,009 | $6.3M | 3.36% | +3K | |
| 9 | VNQVANGUARD INDEX FDS | 61,992 | $5.5M | 2.94% | +3K | |
| 10 | CGWINVESCO EXCH TRADED FD TR II | 84,785 | $5.3M | 2.86% | -2,535 | |
| 11 | EEMISHARES TR | 97,321 | $5.3M | 2.85% | -2,010 | |
| 12 | BNDXVANGUARD CHARLOTTE FDS | 105,425 | $5.1M | 2.73% | +7K | |
| 13 | ICVTISHARES TR | 49,720 | $4.9M | 2.63% | -315 | |
| 14 | IQLTISHARES TR | 102,055 | $4.6M | 2.49% | -2,055 | |
| 15 | DIVOAMPLIFY ETF TR | 102,999 | $4.6M | 2.46% | +1K | |
| 16 | SUBISHARES TR | 40,945 | $4.4M | 2.34% | +2K | |
| 17 | VHTVANGUARD WORLD FD | 14,466 | $4.2M | 2.23% | -390 | |
| 18 | IJRISHARES TR | 31,657 | $3.8M | 2.04% | -1,796 | |
| 19 | IWFISHARES TR | 7,488 | $3.5M | 1.90% | -90 | |
| 20 | QAINEW YORK LIFE INVESTMENTS ET | 96,731 | $3.2M | 1.74% | +1K | |
| 21 | ESGDISHARES TR | 32,930 | $3.1M | 1.68% | -145 | |
| 22 | BWXSPDR SERIES TRUST | 132,621 | $3.0M | 1.60% | +11K | |
| 23 | VBVANGUARD INDEX FDS | 11,272 | $2.9M | 1.56% | +252 | |
| 24 | IEMGISHARES INC | 42,290 | $2.8M | 1.52% | -1,745 | |
| 25 | SPDWSPDR INDEX SHS FDS | 60,898 | $2.7M | 1.45% | -670 |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($2.1922181521268673e+157T)
Unknown0.0% ($131677.0T)
Technology0.0% ($2110.9T)
Energy0.0% ($807K)
Healthcare0.0% ($299K)
Consumer Defensive0.0% ($269K)
Industrials0.0% ($218K)
Filing History
Fund Information
Baron Financial Group, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $186.5M across 57 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 11.8% of the portfolio. Compared to the previous quarter, the fund opened 9 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.