Baron Financial Group, LLC Q4 2025 Filing
Filed January 9, 2026
Portfolio Value
$186.5M
Holdings
57
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 32,148 | $21.9M | 11.75% | |
| 2 | IWMISHARES TR | 73,743 | $18.2M | 9.73% | |
| 3 | NDQINVESCO QQQ TR | 21,434 | $13.2M | 7.06% | |
| 4 | VTIPVANGUARD MALVERN FDS | 256,510 | $12.7M | 6.80% | |
| 5 | EFAISHARES TR | 75,230 | $7.2M | 3.87% | |
| 6 | GQ9SPDR GOLD TR | 17,729 | $7.0M | 3.77% | |
| 7 | CWBSPDR SERIES TRUST | 72,501 | $6.5M | 3.47% | |
| 8 | IWRISHARES TR | 65,009 | $6.3M | 3.36% | |
| 9 | VNQVANGUARD INDEX FDS | 61,992 | $5.5M | 2.94% | |
| 10 | CGWINVESCO EXCH TRADED FD TR II | 84,785 | $5.3M | 2.86% | |
| 11 | EEMISHARES TR | 97,321 | $5.3M | 2.85% | |
| 12 | BNDXVANGUARD CHARLOTTE FDS | 105,425 | $5.1M | 2.73% | |
| 13 | ICVTISHARES TR | 49,720 | $4.9M | 2.63% | |
| 14 | IQLTISHARES TR | 102,055 | $4.6M | 2.49% | |
| 15 | DIVOAMPLIFY ETF TR | 102,999 | $4.6M | 2.46% | |
| 16 | SUBISHARES TR | 40,945 | $4.4M | 2.34% | |
| 17 | VHTVANGUARD WORLD FD | 14,466 | $4.2M | 2.23% | |
| 18 | IJRISHARES TR | 31,657 | $3.8M | 2.04% | |
| 19 | IWFISHARES TR | 7,488 | $3.5M | 1.90% | |
| 20 | QAINEW YORK LIFE INVESTMENTS ET | 96,731 | $3.2M | 1.74% | |
| 21 | ESGDISHARES TR | 32,930 | $3.1M | 1.68% | |
| 22 | BWXSPDR SERIES TRUST | 132,621 | $3.0M | 1.60% | |
| 23 | VBVANGUARD INDEX FDS | 11,272 | $2.9M | 1.56% | |
| 24 | IEMGISHARES INC | 42,290 | $2.8M | 1.52% | |
| 25 | SPDWSPDR INDEX SHS FDS | 60,898 | $2.7M | 1.45% | |
| 26 | IWDISHARES TR | 11,456 | $2.4M | 1.29% | |
| 27 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,949 | $2.4M | 1.28% | |
| 28 | SPGPINVESCO EXCHANGE TRADED FD T | 18,565 | $2.1M | 1.13% | |
| 29 | AAPLAPPLE INC | 7,762 | $2.1M | 1.13% | |
| 30 | ESGEISHARES INC | 45,452 | $2.0M | 1.08% | |
| 31 | VTIVANGUARD INDEX FDS | 5,959 | $2.0M | 1.07% | |
| 32 | IJHISHARES TR | 23,481 | $1.5M | 0.83% | |
| 33 | MSFTMICROSOFT CORP | 1,819 | $879K | 0.47% | |
| 34 | XOMEXXON MOBIL CORP | 6,710 | $807K | 0.43% | |
| 35 | IBMINTERNATIONAL BUSINESS MACHS | 2,644 | $783K | 0.42% | |
| 36 | TRVCCITIGROUP INC | 5,866 | $684K | 0.37% | |
| 37 | NVDANVIDIA CORPORATION | 3,362 | $627K | 0.34% | |
| 38 | ARCCARES CAPITAL CORP | 25,977 | $525K | 0.28% | |
| 39 | SRVRPACER FDS TR | 17,375 | $497K | 0.27% | |
| 40 | BSVVANGUARD BD INDEX FDS | 6,277 | $494K | 0.26% | |
| 41 | VGTVANGUARD WORLD FD | 628 | $473K | 0.25% | |
| 42 | XLUSELECT SECTOR SPDR TR | 9,305 | $397K | 0.21% | |
| 43 | MTUMISHARES TR | 1,555 | $389K | 0.21% | |
| 44 | VIGVANGUARD SPECIALIZED FUNDS | 1,367 | $300K | 0.16% | |
| 45 | ABBVABBVIE INC | 1,309 | $299K | 0.16% | |
| 46 | AQLTISHARES TR | 3,301 | $295K | 0.16% | |
| 47 | CLCOLGATE PALMOLIVE CO | 3,415 | $269K | 0.14% | |
| 48 | VEAVANGUARD TAX-MANAGED FDS | 4,275 | $267K | 0.14% | |
| 49 | JPMJPMORGAN CHASE & CO. | 815 | $262K | 0.14% | |
| 50 | MUBISHARES TR | 2,420 | $259K | 0.14% | |
| 51 | VUGVANGUARD INDEX FDS | 499 | $243K | 0.13% | |
| 52 | VOOVANGUARD INDEX FDS | 375 | $234K | 0.13% | |
| 53 | GRIDFIRST TR EXCHANGE TRADED FD | 1,464 | $224K | 0.12% | |
| 54 | ADPAUTOMATIC DATA PROCESSING IN | 848 | $218K | 0.12% | |
| 55 | DSIISHARES TR | 1,565 | $201K | 0.11% | |
| 56 | ICLNISHARES TR | 10,530 | $173K | 0.09% | |
| 57 | BATTAMPLIFY ETF TR | 11,615 | $160K | 0.09% |