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CIK: 0001832093
Total reported value
$209.6M
$209.6M
50 檔
34.9%
The Q3 2025 SEC filing reveals that Baron Financial Group, LLC held a total portfolio value of $209.6M, covering 50 public equity positions.
In Q3 2025, Baron Financial Group, LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 0 holdings to manage risk exposure.
| # | 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 | 11.94% | +0.41% | +0.20% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.81% | +0.52% | -0.34% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.21% | -0.56% | +0.04% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.21% | +0.88% | +0.25% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.86% | -0.23% | +0.03% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.77% | -0.97% | -6.58% | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 3.65% | +0.11% | -0.15% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.30% | +0.63% | +1.59% | |
| 9 | CGW | Invesco S&p Global Water Ind | ETF-Other | 3.07% | -0.28% | -1.69% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.97% | -0.14% | +1.06% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.91% | +0.15% | -0.04% | |
| 12 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.74% | +0.14% | +1.32% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.66% | -0.20% | +1.45% | |
| 14 | IQLT | Ishares Msci International Q | ETF-Other | 2.52% | -0.14% | -0.49% | |
| 15 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 2.48% | -0.22% | +2.13% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 2.29% | -0.28% | -0.29% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.18% | +0.05% | -1.45% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-Other | 2.11% | -0.14% | -1.38% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.94% | +0.02% | -2.23% | |
| 20 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 1.76% | -0.08% | +1.63% | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.68% | -0.18% | -0.26% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.59% | +0.02% | -1.99% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.54% | +0.05% | +11.11% | |
| 24 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.53% | -0.06% | +8.25% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.44% | -0.03% | -0.28% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.30% | -0.03% | -1.43% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.29% | +0.01% | -1.22% | |
| 28 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.16% | -0.04% | -0.16% | |
| 29 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.10% | -0.09% | +0.18% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | +0.01% | -1.49% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 1.04% | +0.01% | +29.87% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.88% | +0.03% | -0.85% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.04% | +0.05% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.41% | +0.01% | -3.52% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.17% | — | |
| 36 | ARCC | Ares Capital CORP | Stock-Financials | 0.29% | -0.02% | +30.79% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.26% | -0.03% | — | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.26% | +0.05% | — | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.26% | -0.02% | +0.22% | |
| 40 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.22% | +0.05% | -5.97% | |
| 41 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.17% | — | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | +0.01% | — | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | -0.01% | — | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.16% | -0.01% | -3.30% | |
| 45 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.15% | -0.01% | -1.44% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.14% | +0.10% | NEW | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | — | — | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.14% | — | +0.12% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.12% | — | — | |
| 50 | 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 50 disclosed positions in Q3 2025.
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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 34.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
SRVR
市值: $304.1K
Top Position Liquidated / Trimmed
IWM
前期市值: $14.8M
During Q3 2025, Baron Financial Group, LLC's top holdings by market value included SPY (11.9%)、IWM (9.8%)、VTIP (7.2%). The largest single position, SPY, represented 11.9% of total portfolio value.
In Q3 2025, Baron Financial Group, LLC made 46 total portfolio adjustments, initiating 3 new buys, adding to 14 positions, trimming 29 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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