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CIK: 0001832093
Total reported value
$209.6M
$209.6M
47 檔
30.0%
During the Q1 2025 filing period, Baron Financial Group, LLC (CIK: 0001832093) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $209.6M across 47 reported positions.
In Q1 2025, Baron Financial Group, LLC displayed an active expansion posture, initiating 47 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.44% | +0.41% | +0.19% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.30% | +0.52% | -0.65% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 8.23% | -0.56% | -0.27% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.47% | +0.88% | -0.64% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 4.06% | -0.97% | -1.59% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.94% | -0.23% | +1.35% | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 3.60% | +0.11% | -1.48% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.35% | -0.14% | +0.26% | |
| 9 | CGW | Invesco S&p Global Water Ind | ETF-Other | 3.19% | -0.28% | -0.63% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.11% | +0.63% | +6.27% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.90% | -0.20% | +10.55% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.76% | +0.15% | +2.11% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 2.65% | -0.28% | -0.04% | |
| 14 | IQLT | Ishares Msci International Q | ETF-Other | 2.65% | -0.14% | +0.81% | |
| 15 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.58% | +0.14% | +0.52% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-Other | 2.53% | -0.14% | +0.01% | |
| 17 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 2.51% | -0.22% | +3.30% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.28% | +0.05% | -1.59% | |
| 19 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 1.84% | -0.08% | +0.46% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.80% | +0.02% | -4.30% | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.74% | -0.18% | -0.27% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.54% | +0.02% | +1.48% | |
| 23 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.47% | -0.06% | +4.14% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.46% | -0.03% | -1.81% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.41% | -0.03% | -1.77% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.39% | +0.01% | -0.55% | |
| 27 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.15% | -0.04% | +0.56% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 1.08% | +0.05% | +18.81% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | +0.01% | -0.80% | |
| 30 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.03% | -0.09% | -1.18% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.93% | +0.03% | -1.56% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.84% | +0.01% | -13.16% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.17% | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.04% | -1.40% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.43% | +0.01% | -17.80% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.31% | -0.03% | -0.47% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.30% | -0.02% | -0.11% | |
| 38 | ARCC | Ares Capital CORP | Stock-Financials | 0.27% | -0.02% | +1.42% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.22% | +0.05% | -40.91% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.22% | +0.05% | — | |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.21% | -0.01% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | +0.01% | — | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.17% | -0.01% | — | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.16% | — | +0.12% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.16% | -0.01% | +2.32% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.14% | +0.10% | NEW | |
| 47 | BTE | Baytex Energy CORP | Stock-Other | 0.02% | — | — |
According to official SEC Form 13F filings, Baron Financial Group, LLC reported a total U.S. public equity portfolio value of $209.6M across 47 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IWM, VTIP) accounted for 30.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $18.2M
During Q1 2025, Baron Financial Group, LLC's top holdings by market value included SPY (11.4%)、IWM (9.3%)、VTIP (8.2%). The largest single position, SPY, represented 11.4% of total portfolio value.
In Q1 2025, Baron Financial Group, LLC made 47 total portfolio adjustments, initiating 47 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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