Baron Financial Group

Baron Financial Group as of Dec. 31, 2025

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