Baron Financial Group, LLC
Q3 2025 13F Holdings
- Locationfair lawn, NJ
- Num holdings
50
- Value ($000)
$182,519
- Date Filed 10/08/2025
- Form type13F-HR
- CIK 0001832093
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $21.79M | 12 % | 32,709 | ||
I ISHARES TR | RUSSELL 2000 ETF | 464287655 | $17.91M | 10 % | 74,035 | ||
V VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $13.17M | 7 % | 260,035 | ||
N INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $13.16M | 7 % | 21,919 | ||
E ISHARES TR | MSCI EAFE ETF | 464287465 | $7.04M | 4 % | 75,364 | ||
G SPDR GOLD TR | GOLD SHS | 78463V107 | $6.88M | 4 % | 19,367 | ||
SPDR SERIES TRUST | BBG CONV SEC ETF | 78464A359 | $6.66M | 4 % | 73,566 | ||
I ISHARES TR | RUS MID CAP ETF | 464287499 | $6.03M | 3 % | 62,434 | ||
C INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 46138E263 | $5.61M | 3 % | 87,320 | ||
V VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $5.42M | 3 % | 59,239 |
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