Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Baron Financial Group

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

Top 5 stock holdings are SPY, IWM, VTIP, QQQ, GLD, and represent 39.50% of Baron Financial Group's stock portfolio.
Added to shares of these 10 stocks: BNDX, IWR, VB, DIVO, BWX, EEM, EFA, IEMG, SPY, IQLT.
Reduced shares in these 10 stocks: MTUM, BX, VBR, DSI, AAPL, IBM, IWF, GLD, IWM, CWB.
Sold out of its positions in BX, DSI, VBR.
Baron Financial Group was a net seller of stock by $-478k.
Baron Financial Group has $159M in assets under management (AUM), dropping by -1.42%.
Central Index Key (CIK): 0001832093

Tip: Access up to 7 years of quarterly data

Positions held by Baron Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Baron Financial Group

Baron Financial Group holds 47 positions in its portfolio as reported in the March 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)	11.4	$18M		33k	559.39	View chart
Ishares Tr Russell 2000 Etf (IWM)	9.3	$15M		74k	199.49	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	8.2	$13M		262k	49.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.5	$10M		22k	468.93	View chart
Spdr Gold Tr Gold Shs (GLD)	4.1	$6.4M		22k	288.14	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.9	$6.3M		77k	81.73	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	3.6	$5.7M		75k	76.62	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.4	$5.3M		59k	90.54	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	3.2	$5.1M		91k	55.69	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	3.1	$4.9M	+6%	58k	85.07	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.9	$4.6M	+10%	94k	48.82	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.8	$4.4M	+2%	101k	43.70	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.6	$4.2M		40k	105.60	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.6	$4.2M		106k	39.69	View chart
Ishares Tr Conv Bd Etf (ICVT)	2.6	$4.1M		49k	83.61	View chart
Vanguard World Health Car Etf (VHT)	2.5	$4.0M		15k	264.73	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.5	$4.0M	+3%	98k	40.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.3	$3.6M		35k	104.57	View chart
New York Life Investments Et Nyli Hedge Multi (QAI)	1.8	$2.9M		93k	31.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.8	$2.9M	-4%	7.9k	361.09	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.7	$2.8M		34k	81.69	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$2.5M		45k	53.97	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	1.5	$2.3M	+4%	107k	21.86	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.5	$2.3M		64k	36.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.4	$2.2M		12k	188.16	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.4	$2.2M		4.1k	533.53	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	1.2	$1.8M		18k	99.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$1.7M	+18%	7.7k	221.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$1.7M		6.2k	274.84	View chart
Ishares Esg Awr Msci Em (ESGE)	1.0	$1.6M		47k	34.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$1.5M		25k	58.35	View chart
Apple (AAPL)	0.8	$1.3M	-13%	6.0k	222.14	View chart
Exxon Mobil Corporation (XOM)	0.5	$793k		6.7k	118.93	View chart
Microsoft Corporation (MSFT)	0.4	$685k		1.8k	375.35	View chart
International Business Machines (IBM)	0.4	$685k	-17%	2.8k	248.64	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$498k		6.4k	78.28	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$474k		4.5k	105.44	View chart
Ares Capital Corporation (ARCC)	0.3	$434k		20k	22.16	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$351k	-40%	1.7k	202.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$346k		638.00	542.38	View chart
Colgate-Palmolive Company (CL)	0.2	$327k		3.5k	93.70	View chart
Abbvie (ABBV)	0.2	$274k		1.3k	209.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$265k		1.4k	193.99	View chart
Automatic Data Processing (ADP)	0.2	$260k		852.00	305.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$251k	+2%	3.3k	75.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$215k	-14%	581.00	370.82	View chart
Baytex Energy Corp (BTE)	0.0	$30k		14k	2.23	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 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
Baron Financial Group 2021 Q4 filed Feb. 9, 2022
Baron Financial Group 2021 Q3 filed Nov. 12, 2021
Baron Financial Group 2021 Q1 restated filed Sept. 1, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z