Baron Financial Group, LLC Q3 2025 Filing
Filed October 8, 2025
Portfolio Value
$182.5B
Holdings
50
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 32,709 | $21.8B | 11.94% | |
| 2 | IWMISHARES TR | 74,035 | $17.9B | 9.81% | |
| 3 | VTIPVANGUARD MALVERN FDS | 260,035 | $13.2B | 7.21% | |
| 4 | NDQINVESCO QQQ TR | 21,919 | $13.2B | 7.21% | |
| 5 | EFAISHARES TR | 75,364 | $7.0B | 3.86% | |
| 6 | GQ9SPDR GOLD TR | 19,367 | $6.9B | 3.77% | |
| 7 | CWBSPDR SERIES TRUST | 73,566 | $6.7B | 3.65% | |
| 8 | IWRISHARES TR | 62,434 | $6.0B | 3.30% | |
| 9 | CGWINVESCO EXCH TRADED FD TR II | 87,320 | $5.6B | 3.07% | |
| 10 | VNQVANGUARD INDEX FDS | 59,239 | $5.4B | 2.97% | |
| 11 | EEMISHARES TR | 99,331 | $5.3B | 2.91% | |
| 12 | ICVTISHARES TR | 50,035 | $5.0B | 2.74% | |
| 13 | BNDXVANGUARD CHARLOTTE FDS | 98,055 | $4.8B | 2.66% | |
| 14 | IQLTISHARES TR | 104,110 | $4.6B | 2.52% | |
| 15 | DIVOAMPLIFY ETF TR | 101,529 | $4.5B | 2.48% | |
| 16 | SUBISHARES TR | 39,095 | $4.2B | 2.29% | |
| 17 | IJRISHARES TR | 33,453 | $4.0B | 2.18% | |
| 18 | VHTVANGUARD WORLD FD | 14,856 | $3.9B | 2.11% | |
| 19 | IWFISHARES TR | 7,578 | $3.5B | 1.94% | |
| 20 | QAINEW YORK LIFE INVESTMENTS ET | 95,316 | $3.2B | 1.76% | |
| 21 | ESGDISHARES TR | 33,075 | $3.1B | 1.68% | |
| 22 | IEMGISHARES INC | 44,035 | $2.9B | 1.59% | |
| 23 | VBVANGUARD INDEX FDS | 11,020 | $2.8B | 1.54% | |
| 24 | BWXSPDR SERIES TRUST | 121,381 | $2.8B | 1.53% | |
| 25 | SPDWSPDR INDEX SHS FDS | 61,568 | $2.6B | 1.44% | |
| 26 | IWDISHARES TR | 11,611 | $2.4B | 1.30% | |
| 27 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,958 | $2.4B | 1.29% | |
| 28 | SPGPINVESCO EXCHANGE TRADED FD T | 18,610 | $2.1B | 1.16% | |
| 29 | ESGEISHARES INC | 46,337 | $2.0B | 1.10% | |
| 30 | VTIVANGUARD INDEX FDS | 5,999 | $2.0B | 1.08% | |
| 31 | AAPLAPPLE INC | 7,422 | $1.9B | 1.04% | |
| 32 | IJHISHARES TR | 24,632 | $1.6B | 0.88% | |
| 33 | MSFTMICROSOFT CORP | 1,826 | $945.8M | 0.52% | |
| 34 | IBMINTERNATIONAL BUSINESS MACHS | 2,659 | $750.3M | 0.41% | |
| 35 | XOMEXXON MOBIL CORP | 6,645 | $749.2M | 0.41% | |
| 36 | ARCCARES CAPITAL CORP | 25,977 | $530.2M | 0.29% | |
| 37 | BSVVANGUARD BD INDEX FDS | 6,065 | $478.6M | 0.26% | |
| 38 | VGTVANGUARD WORLD FD | 638 | $476.4M | 0.26% | |
| 39 | MUBISHARES TR | 4,465 | $475.5M | 0.26% | |
| 40 | MTUMISHARES TR | 1,575 | $403.9M | 0.22% | |
| 41 | SRVRPACER FDS TR | 9,600 | $304.1M | 0.17% | |
| 42 | ABBVABBVIE INC | 1,309 | $303.1M | 0.17% | |
| 43 | VIGVANGUARD SPECIALIZED FUNDS | 1,367 | $295.0M | 0.16% | |
| 44 | AQLTISHARES TR | 3,316 | $289.5M | 0.16% | |
| 45 | CLCOLGATE PALMOLIVE CO | 3,415 | $273.0M | 0.15% | |
| 46 | VUGVANGUARD INDEX FDS | 539 | $258.5M | 0.14% | |
| 47 | JPMJPMORGAN CHASE & CO. | 815 | $257.1M | 0.14% | |
| 48 | ADPAUTOMATIC DATA PROCESSING IN | 848 | $248.8M | 0.14% | |
| 49 | BXBLACKSTONE INC | 1,275 | $217.8M | 0.12% | |
| 50 | BTEBAYTEX ENERGY CORP | 13,625 | $31.9M | 0.02% |