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
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$10.62M
7 %

15,863

DFAI
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
$6.89M
5 %

189,621

KRE
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
$6.18M
4 %

67,357

VOE
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
$6.12M
4 %

35,034

MGK
MGK

VANGUARD WORLD FD

MEGA GRWTH IND
$6.11M
4 %

15,179

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$6.03M
4 %

10,036

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$5.87M
4 %

152,276

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$5.81M
4 %

30,633

EXPI
EXPI

EXP WORLD HLDGS INC

COM
$4.85M
3 %

455,056

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$4.84M
3 %

151,611

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