Baring Financial LLC

Q1 2026 13F Holdings

  • Location
    bellingham, WA
  • Num holdings

    72

  • Value ($000)

    $163,481

  • Date Filed
    04/07/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV

ISHARES TR

CORE S&P500 ETF
$15.8M
10 %

24,182

QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$11.4M
7 %

47,960

MGK

VANGUARD WORLD FD

MEGA GRWTH IND
$8.45M
5 %

22,990

SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
$7.18M
4 %

235,416

DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
$6.52M
4 %

167,356

KRE

SPDR SERIES TRUST

STATE STREET SPD
$6.26M
4 %

68,342

SGOV

ISHARES TR

0-3 MNTH TREASRY
$5.78M
4 %

57,404

SHV

ISHARES TR

TRUST ISHARE 0-1
$5.43M
3 %

49,159

NDQ

INVESCO QQQ TR

UNIT SER 1
$5.2M
3 %

9,003

TFLO

ISHARES TR

TRS FLT RT BD
$4.9M
3 %

96,730

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