Baring Financial LLC

Q3 2025 13F Holdings

  • Location
    bellingham, WA
  • Num holdings

    66

  • Value ($000)

    $146,737

  • Date Filed
    10/06/2025
  • Form type
    13F-HR
  • CIK
    0002052588
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
$10.62M
7 %

15,863

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
$6.89M
5 %

189,621

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
$6.18M
4 %

67,357

V
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
$6.12M
4 %

35,034

M
MGK

VANGUARD WORLD FD

MEGA GRWTH IND
$6.11M
4 %

15,179

N
NDQ

INVESCO QQQ TR

UNIT SER 1
$6.03M
4 %

10,036

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$5.87M
4 %

152,276

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$5.81M
4 %

30,633

E
EXPI

EXP WORLD HLDGS INC

COM
$4.85M
3 %

455,056

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$4.84M
3 %

151,611

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