Baron Financial Group

Baron Financial Group as of Sept. 30, 2025

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