Baron Financial Group, LLC
Q2 2025 13F Holdings
- Locationfair lawn, NJ
- Num holdings
49
- Value ($000)
$170,424
- Date Filed07/09/2025
- Form type13F-HR
- CIK0001832093
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $20.17M | 12 % | 32,645 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $16.03M | 9 % | 74,289 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $13.07M | 8 % | 259,940 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $12.06M | 7 % | 21,864 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $6.74M | 4 % | 75,345 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $6.32M | 4 % | 20,731 | ||
SPDR SERIES TRUST | BBG CONV SEC ETF | 78464A359 | $6.09M | 4 % | 73,673 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $5.65M | 3 % | 61,455 | ||
CGW INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 46138E263 | $5.55M | 3 % | 88,817 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $5.22M | 3 % | 58,615 |
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