Baron Financial Group, LLC Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$170.4B
Holdings
49
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 32,645 | $20.2B | 11.84% | |
| 2 | IWMISHARES TR | 74,289 | $16.0B | 9.41% | |
| 3 | VTIPVANGUARD MALVERN FDS | 259,940 | $13.1B | 7.67% | |
| 4 | NDQINVESCO QQQ TR | 21,864 | $12.1B | 7.08% | |
| 5 | EFAISHARES TR | 75,345 | $6.7B | 3.95% | |
| 6 | GQ9SPDR GOLD TR | 20,731 | $6.3B | 3.71% | |
| 7 | CWBSPDR SERIES TRUST | 73,673 | $6.1B | 3.57% | |
| 8 | IWRISHARES TR | 61,455 | $5.7B | 3.32% | |
| 9 | CGWINVESCO EXCH TRADED FD TR II | 88,817 | $5.6B | 3.26% | |
| 10 | VNQVANGUARD INDEX FDS | 58,615 | $5.2B | 3.06% | |
| 11 | EEMISHARES TR | 99,374 | $4.8B | 2.81% | |
| 12 | BNDXVANGUARD CHARLOTTE FDS | 96,655 | $4.8B | 2.81% | |
| 13 | IQLTISHARES TR | 104,619 | $4.5B | 2.65% | |
| 14 | ICVTISHARES TR | 49,381 | $4.4B | 2.61% | |
| 15 | DIVOAMPLIFY ETF TR | 99,412 | $4.2B | 2.48% | |
| 16 | SUBISHARES TR | 39,210 | $4.2B | 2.45% | |
| 17 | VHTVANGUARD WORLD FD | 15,064 | $3.7B | 2.20% | |
| 18 | IJRISHARES TR | 33,944 | $3.7B | 2.18% | |
| 19 | IWFISHARES TR | 7,751 | $3.3B | 1.93% | |
| 20 | QAINEW YORK LIFE INVESTMENTS ET | 93,788 | $3.0B | 1.78% | |
| 21 | ESGDISHARES TR | 33,161 | $3.0B | 1.74% | |
| 22 | IEMGISHARES INC | 44,927 | $2.7B | 1.58% | |
| 23 | BWXSPDR SERIES TRUST | 112,126 | $2.6B | 1.55% | |
| 24 | SPDWSPDR INDEX SHS FDS | 61,738 | $2.5B | 1.47% | |
| 25 | VBVANGUARD INDEX FDS | 9,918 | $2.4B | 1.38% | |
| 26 | IWDISHARES TR | 11,779 | $2.3B | 1.34% | |
| 27 | MDYSPDR S&P MIDCAP 400 ETF TR | 4,007 | $2.3B | 1.33% | |
| 28 | SPGPINVESCO EXCHANGE TRADED FD T | 18,640 | $2.0B | 1.18% | |
| 29 | VTIVANGUARD INDEX FDS | 6,090 | $1.9B | 1.09% | |
| 30 | ESGEISHARES INC | 46,255 | $1.8B | 1.06% | |
| 31 | IJHISHARES TR | 24,842 | $1.5B | 0.90% | |
| 32 | AAPLAPPLE INC | 5,715 | $1.2B | 0.69% | |
| 33 | MSFTMICROSOFT CORP | 1,825 | $908.0M | 0.53% | |
| 34 | IBMINTERNATIONAL BUSINESS MACHS | 2,756 | $812.4M | 0.48% | |
| 35 | XOMEXXON MOBIL CORP | 6,645 | $716.3M | 0.42% | |
| 36 | BSVVANGUARD BD INDEX FDS | 6,065 | $477.3M | 0.28% | |
| 37 | MUBISHARES TR | 4,455 | $465.5M | 0.27% | |
| 38 | ARCCARES CAPITAL CORP | 19,862 | $436.2M | 0.26% | |
| 39 | VGTVANGUARD WORLD FD | 638 | $423.2M | 0.25% | |
| 40 | MTUMISHARES TR | 1,675 | $402.5M | 0.24% | |
| 41 | CLCOLGATE PALMOLIVE CO | 3,465 | $315.0M | 0.18% | |
| 42 | AQLTISHARES TR | 3,429 | $286.3M | 0.17% | |
| 43 | VIGVANGUARD SPECIALIZED FUNDS | 1,367 | $279.8M | 0.16% | |
| 44 | ADPAUTOMATIC DATA PROCESSING IN | 847 | $261.3M | 0.15% | |
| 45 | ABBVABBVIE INC | 1,309 | $243.0M | 0.14% | |
| 46 | VUGVANGUARD INDEX FDS | 539 | $236.3M | 0.14% | |
| 47 | JPMJPMORGAN CHASE & CO. | 815 | $236.3M | 0.14% | |
| 48 | ABTABBOTT LABS | 1,473 | $200.3M | 0.12% | |
| 49 | BTEBAYTEX ENERGY CORP | 13,625 | $24.4M | 0.01% |