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Baron Financial Group

Latest statistics and disclosures from Baron Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IWM, QQQ, VTIP, EFA, and represent 39.22% of Baron Financial Group's stock portfolio.
Added to shares of these 10 stocks: C, NVDA, XLU, BNDX, VEA, BWX, IWR, VNQ, VOO, GRID.
Started 9 new stock positions in NVDA, BATT, C, DSI, VOO, XLU, ICLN, GRID, VEA.
Reduced shares in these 10 stocks: GLD, SPY, QQQ, MUB, BX, IJR, VTIP, CGW, IEMG, VHT.
Sold out of its positions in BTE, BX.
Baron Financial Group was a net buyer of stock by $1.5M.
Baron Financial Group has $187M in assets under management (AUM), dropping by 2.19%.
Central Index Key (CIK): 0001832093

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Portfolio Holdings for Baron Financial Group

Baron Financial Group holds 57 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	11.8	$22M		32k	681.92	View chart
Ishares Tr Russell 2000 Etf (IWM)	9.7	$18M		74k	246.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.1	$13M	-2%	21k	614.32	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	6.8	$13M		257k	49.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.9	$7.2M		75k	96.03	View chart
Spdr Gold Tr Gold Shs (GLD)	3.8	$7.0M	-8%	18k	396.31	View chart
Spdr Series Trust State Street Spd (CWB)	3.5	$6.5M		73k	89.20	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	3.4	$6.3M	+4%	65k	96.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.9	$5.5M	+4%	62k	88.49	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	2.9	$5.3M	-2%	85k	63.01	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.9	$5.3M	-2%	97k	54.71	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.7	$5.1M	+7%	105k	48.32	View chart
Ishares Tr Conv Bd Etf (ICVT)	2.6	$4.9M		50k	98.50	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.5	$4.6M		102k	45.45	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.5	$4.6M		103k	44.50	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.3	$4.4M	+4%	41k	106.70	View chart
Vanguard World Health Car Etf (VHT)	2.2	$4.2M	-2%	15k	287.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$3.8M	-5%	32k	120.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.9	$3.5M		7.5k	473.30	View chart
New York Life Investments Et Nyli Hedge Multi (QAI)	1.7	$3.2M		97k	33.51	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.7	$3.1M		33k	95.09	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	1.6	$3.0M	+9%	133k	22.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$2.9M	+2%	11k	257.95	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$2.8M	-3%	42k	67.22	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.5	$2.7M		61k	44.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.3	$2.4M		12k	210.34	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.3	$2.4M		3.9k	603.27	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	1.1	$2.1M		19k	113.86	View chart
Apple (AAPL)	1.1	$2.1M	+4%	7.8k	271.85	View chart
Ishares Esg Awr Msci Em (ESGE)	1.1	$2.0M		46k	44.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$2.0M		6.0k	335.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$1.5M	-4%	24k	66.00	View chart
Microsoft Corporation (MSFT)	0.5	$880k		1.8k	483.51	View chart
Exxon Mobil Corporation (XOM)	0.4	$808k		6.7k	120.34	View chart
International Business Machines (IBM)	0.4	$783k		2.6k	296.22	View chart
Citigroup Com New (C)	0.4	$685k	NEW	5.9k	116.69	View chart
NVIDIA Corporation (NVDA)	0.3	$627k	NEW	3.4k	186.50	View chart
Ares Capital Corporation (ARCC)	0.3	$526k		26k	20.23	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.3	$498k	+80%	17k	28.64	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$495k	+3%	6.3k	78.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$473k		628.00	753.78	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$397k	NEW	9.3k	42.69	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$389k		1.6k	250.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$300k		1.4k	219.78	View chart
Abbvie (ABBV)	0.2	$299k		1.3k	228.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$295k		3.3k	89.46	View chart
Colgate-Palmolive Company (CL)	0.1	$270k		3.4k	79.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$267k	NEW	4.3k	62.48	View chart
JPMorgan Chase & Co. (JPM)	0.1	$263k		815.00	322.22	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$259k	-45%	2.4k	107.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$243k	-7%	499.00	487.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$235k	NEW	375.00	626.59	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$224k	NEW	1.5k	153.02	View chart
Automatic Data Processing (ADP)	0.1	$218k		848.00	257.30	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$202k	NEW	1.6k	128.83	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$173k	NEW	11k	16.43	View chart
Amplify Etf Tr Amplify Lithium (BATT)	0.1	$160k	NEW	12k	13.80	View chart

Past Filings by Baron Financial Group

SEC 13F filings are viewable for Baron Financial Group going back to 2020

Baron Financial Group 2025 Q4 filed Jan. 9, 2026
Baron Financial Group 2025 Q3 filed Oct. 8, 2025
Baron Financial Group 2025 Q2 filed July 9, 2025
Baron Financial Group 2025 Q1 filed April 14, 2025
Baron Financial Group 2024 Q4 filed Jan. 21, 2025
Baron Financial Group 2024 Q3 filed Oct. 18, 2024
Baron Financial Group 2024 Q2 filed July 22, 2024
Baron Financial Group 2024 Q1 filed April 30, 2024
Baron Financial Group 2023 Q4 filed Jan. 22, 2024
Baron Financial Group 2023 Q3 filed Oct. 19, 2023
Baron Financial Group 2023 Q2 filed Aug. 3, 2023
Baron Financial Group 2023 Q1 filed April 6, 2023
Baron Financial Group 2022 Q4 filed Jan. 20, 2023
Baron Financial Group 2022 Q3 filed Nov. 3, 2022
Baron Financial Group 2022 Q2 filed Aug. 11, 2022
Baron Financial Group 2022 Q1 filed May 13, 2022

View all past filings

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