Baron Financial Group

Baron Financial Group as of June 30, 2025

Portfolio Holdings for Baron Financial Group

Baron Financial Group holds 49 positions in its portfolio as reported in the June 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 $20M 33k 617.85
Ishares Tr Russell 2000 Etf (IWM) 9.4 $16M 74k 215.79
Vanguard Malvern Fds Strm Infproidx (VTIP) 7.7 $13M 260k 50.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.1 $12M 22k 551.63
Ishares Tr Msci Eafe Etf (EFA) 4.0 $6.7M 75k 89.39
Spdr Gold Tr Gold Shs (GLD) 3.7 $6.3M 21k 304.83
Spdr Series Trust Bbg Conv Sec Etf (CWB) 3.6 $6.1M 74k 82.66
Ishares Tr Rus Mid Cap Etf (IWR) 3.3 $5.7M 62k 91.97
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 3.3 $5.6M 89k 62.50
Vanguard Index Fds Real Estate Etf (VNQ) 3.1 $5.2M 59k 89.06
Ishares Tr Msci Emg Mkt Etf (EEM) 2.8 $4.8M 99k 48.24
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.8 $4.8M 97k 49.51
Ishares Tr Msci Intl Qualty (IQLT) 2.7 $4.5M 105k 43.22
Ishares Tr Conv Bd Etf (ICVT) 2.6 $4.4M 49k 90.10
Amplify Etf Tr Cwp Enhanced Div (DIVO) 2.5 $4.2M 99k 42.55
Ishares Tr Shrt Nat Mun Etf (SUB) 2.4 $4.2M 39k 106.34
Vanguard World Health Car Etf (VHT) 2.2 $3.7M 15k 248.34
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $3.7M 34k 109.29
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $3.3M 7.8k 424.58
New York Life Investments Et Nyli Hedge Multi (QAI) 1.8 $3.0M 94k 32.32
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.7 $3.0M 33k 89.22
Ishares Core Msci Emkt (IEMG) 1.6 $2.7M 45k 60.03
Spdr Series Trust Bloomberg Intl T (BWX) 1.5 $2.6M 112k 23.49
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.5 $2.5M 62k 40.49
Vanguard Index Fds Small Cp Etf (VB) 1.4 $2.4M 9.9k 236.99
Ishares Tr Rus 1000 Val Etf (IWD) 1.3 $2.3M 12k 194.23
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.3 $2.3M 4.0k 566.46
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 1.2 $2.0M 19k 107.70
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.9M 6.1k 303.93
Ishares Esg Awr Msci Em (ESGE) 1.1 $1.8M 46k 39.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.5M 25k 62.02
Apple (AAPL) 0.7 $1.2M 5.7k 205.18
Microsoft Corporation (MSFT) 0.5 $908k 1.8k 497.52
International Business Machines (IBM) 0.5 $812k 2.8k 294.77
Exxon Mobil Corporation (XOM) 0.4 $716k 6.6k 107.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $477k 6.1k 78.70
Ishares Tr National Mun Etf (MUB) 0.3 $466k 4.5k 104.48
Ares Capital Corporation (ARCC) 0.3 $436k 20k 21.96
Vanguard World Inf Tech Etf (VGT) 0.2 $423k 638.00 663.28
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $403k 1.7k 240.32
Colgate-Palmolive Company (CL) 0.2 $315k 3.5k 90.90
Ishares Tr Core Msci Eafe (IEFA) 0.2 $286k 3.4k 83.48
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $280k 1.4k 204.67
Automatic Data Processing (ADP) 0.2 $261k 847.00 308.53
Abbvie (ABBV) 0.1 $243k 1.3k 185.62
Vanguard Index Fds Growth Etf (VUG) 0.1 $236k 539.00 438.40
JPMorgan Chase & Co. (JPM) 0.1 $236k 815.00 289.91
Abbott Laboratories (ABT) 0.1 $200k 1.5k 136.01
Baytex Energy Corp (BTE) 0.0 $24k 14k 1.79