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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, VTIP, QQQ, EFA, and represent 40.03% of Baron Financial Group's stock portfolio.
Added to shares of these 10 stocks: AAPL, SRVR, VB, BX, BWX, ARCC, IWR, DIVO, BNDX, ICVT.
Started 2 new stock positions in SRVR, BX.
Reduced shares in these 10 stocks: GLD, ABT, CGW, IWF, IWM, IEMG, IJR, VHT, IWD, VTI.
Sold out of its position in ABT.
Baron Financial Group was a net buyer of stock by $760k.
Baron Financial Group has $183M in assets under management (AUM), dropping by 7.10%.
Central Index Key (CIK): 0001832093

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Portfolio Holdings for Baron Financial Group

Baron Financial Group holds 50 positions in its portfolio as reported in the September 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)	11.9	$22M		33k	666.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	9.8	$18M		74k	241.96	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	7.2	$13M		260k	50.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.2	$13M		22k	600.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.9	$7.0M		75k	93.37	View chart
Spdr Gold Tr Gold Shs (GLD)	3.8	$6.9M	-6%	19k	355.47	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	3.6	$6.7M		74k	90.50	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	3.3	$6.0M		62k	96.55	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	3.1	$5.6M		87k	64.24	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.0	$5.4M		59k	91.42	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.9	$5.3M		99k	53.40	View chart
Ishares Tr Conv Bd Etf (ICVT)	2.7	$5.0M		50k	100.05	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.7	$4.8M		98k	49.46	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.5	$4.6M		104k	44.19	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.5	$4.5M	+2%	102k	44.57	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.3	$4.2M		39k	106.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$4.0M		34k	118.83	View chart
Vanguard World Health Car Etf (VHT)	2.1	$3.9M		15k	259.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.9	$3.5M	-2%	7.6k	468.41	View chart
New York Life Investments Et Nyli Hedge Multi (QAI)	1.8	$3.2M		95k	33.63	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.7	$3.1M		33k	92.98	View chart
Ishares Core Msci Emkt (IEMG)	1.6	$2.9M		44k	65.92	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$2.8M	+11%	11k	254.27	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	1.5	$2.8M	+8%	121k	23.00	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.4	$2.6M		62k	42.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.3	$2.4M		12k	203.59	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.3	$2.4M		4.0k	596.09	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	1.2	$2.1M		19k	113.62	View chart
Ishares Esg Awr Msci Em (ESGE)	1.1	$2.0M		46k	43.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$2.0M		6.0k	328.17	View chart
Apple (AAPL)	1.0	$1.9M	+29%	7.4k	254.64	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$1.6M		25k	65.26	View chart
Microsoft Corporation (MSFT)	0.5	$946k		1.8k	517.94	View chart
International Business Machines (IBM)	0.4	$750k	-3%	2.7k	282.19	View chart
Exxon Mobil Corporation (XOM)	0.4	$749k		6.6k	112.75	View chart
Ares Capital Corporation (ARCC)	0.3	$530k	+30%	26k	20.41	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$479k		6.1k	78.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$476k		638.00	746.63	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$476k		4.5k	106.49	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$404k	-5%	1.6k	256.45	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.2	$304k	NEW	9.6k	31.68	View chart
Abbvie (ABBV)	0.2	$303k		1.3k	231.54	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$295k		1.4k	215.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$290k	-3%	3.3k	87.31	View chart
Colgate-Palmolive Company (CL)	0.1	$273k		3.4k	79.94	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$259k		539.00	479.61	View chart
JPMorgan Chase & Co. (JPM)	0.1	$257k		815.00	315.43	View chart
Automatic Data Processing (ADP)	0.1	$249k		848.00	293.42	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$218k	NEW	1.3k	170.85	View chart
Baytex Energy Corp (BTE)	0.0	$32k		14k	2.34	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 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
Baron Financial Group 2021 Q4 filed Feb. 9, 2022

View all past filings

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