Baron Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, Baron Financial Group, LLC held in its portfolio 57 assets valued at $186,507,821 (i.e. $186.51M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($21.92M), ISHARES TR ($18.15M), and INVESCO QQQ TR ($13.17M).
The chart below shows the top 10 valuable assets, and the table below shows the top 57 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Baron Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 32148 | 21922424 | TR UNIT |
| ISHARES TR | 73743 | 18152593 | RUSSELL 2000 ETF |
| INVESCO QQQ TR | 21434 | 13167298 | UNIT SER 1 |
| VANGUARD MALVERN FDS | 256510 | 12686985 | STRM INFPROIDX |
| ISHARES TR | 75230 | 7224332 | MSCI EAFE ETF |
| SPDR GOLD TR | 17729 | 7026180 | GOLD SHS |
| SPDR SERIES TRUST | 72501 | 6467090 | STATE STREET SPD |
| ISHARES TR | 65009 | 6258417 | RUS MID CAP ETF |
| VANGUARD INDEX FDS | 61992 | 5485630 | REAL ESTATE ETF |
| INVESCO EXCH TRADED FD TR II | 84785 | 5342397 | S&P GBL WATER |
| ISHARES TR | 97321 | 5324414 | MSCI EMG MKT ETF |
| VANGUARD CHARLOTTE FDS | 105425 | 5094136 | TOTAL INT BD ETF |
| ISHARES TR | 49720 | 4897420 | CONV BD ETF |
| ISHARES TR | 102055 | 4638400 | MSCI INTL QUALTY |
| AMPLIFY ETF TR | 102999 | 4583456 | CWP ENHANCED DIV |
| ISHARES TR | 40945 | 4368832 | SHRT NAT MUN ETF |
| VANGUARD WORLD FD | 14466 | 4164039 | HEALTH CAR ETF |
| ISHARES TR | 31657 | 3804539 | CORE S&P SCP ETF |
| ISHARES TR | 7488 | 3544071 | RUS 1000 GRW ETF |
| NEW YORK LIFE INVESTMENTS ET | 96731 | 3241456 | NYLI HEDGE MULTI |
| ISHARES TR | 32930 | 3131314 | ESG AW MSCI EAFE |
| SPDR SERIES TRUST | 132621 | 2987952 | BLOOMBERG INTL T |
| VANGUARD INDEX FDS | 11272 | 2907617 | SMALL CP ETF |
| ISHARES INC | 42290 | 2842734 | CORE MSCI EMKT |
| SPDR INDEX SHS FDS | 60898 | 2704502 | PORTFOLIO DEVLPD |
| ISHARES TR | 11456 | 2409660 | RUS 1000 VAL ETF |
| SPDR S&P MIDCAP 400 ETF TR | 3949 | 2382296 | UTSER1 S&PDCRP |
| INVESCO EXCHANGE TRADED FD T | 18565 | 2113817 | S&P 500 GARP ETF |
| APPLE INC | 7762 | 2110112 | COM |
| ISHARES INC | 45452 | 2007615 | ESG AWR MSCI EM |
| VANGUARD INDEX FDS | 5959 | 1997874 | TOTAL STK MKT |
| ISHARES TR | 23481 | 1549746 | CORE S&P MCP ETF |
| MICROSOFT CORP | 1819 | 879513 | COM |
| EXXON MOBIL CORP | 6710 | 807455 | COM |
| INTERNATIONAL BUSINESS MACHS | 2644 | 783200 | COM |
| CITIGROUP INC | 5866 | 684504 | COM NEW |
| NVIDIA CORPORATION | 3362 | 627004 | COM |
| ARES CAPITAL CORP | 25977 | 525513 | COM |
| PACER FDS TR | 17375 | 497620 | DATA AND INFRAST |
| VANGUARD BD INDEX FDS | 6277 | 494691 | SHORT TRM BOND |
| VANGUARD WORLD FD | 628 | 473374 | INF TECH ETF |
| SELECT SECTOR SPDR TR | 9305 | 397231 | STATE STREET UTI |
| ISHARES TR | 1555 | 389233 | MSCI USA MMENTM |
| VANGUARD SPECIALIZED FUNDS | 1367 | 300440 | DIV APP ETF |
| ABBVIE INC | 1309 | 299094 | COM |
| ISHARES TR | 3301 | 295308 | CORE MSCI EAFE |
| COLGATE PALMOLIVE CO | 3415 | 269854 | COM |
| VANGUARD TAX-MANAGED FDS | 4275 | 267081 | VAN FTSE DEV MKT |
| JPMORGAN CHASE & CO. | 815 | 262610 | COM |
| ISHARES TR | 2420 | 259207 | NATIONAL MUN ETF |
| VANGUARD INDEX FDS | 499 | 243443 | GROWTH ETF |
| VANGUARD INDEX FDS | 375 | 234971 | S&P 500 ETF SHS |
| FIRST TR EXCHANGE TRADED FD | 1464 | 224022 | NASDQ CLN EDGE |
| AUTOMATIC DATA PROCESSING IN | 848 | 218191 | COM |
| ISHARES TR | 1565 | 201619 | ESG MSCI KLD 400 |
| ISHARES TR | 10530 | 173008 | GL CLEAN ENE ETF |
| AMPLIFY ETF TR | 11615 | 160287 | AMPLIFY LITHIUM |
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