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CIK: 0001832093
Total reported value
$209.6M
$209.6M
57 檔
34.9%
As reported in its official Q4 2025 Form 13F filing, Baron Financial Group, LLC's tracked investment portfolio stood at $209.6M with 57 total positions.
Baron Financial Group, LLC executed strategic sector rebalancing during Q4 2025, establishing 9 new positions while fully exiting 2 holdings and trimming 26 positions.
| # | 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 | 11.75% | +0.41% | -1.72% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.73% | +0.52% | -0.39% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.06% | +0.88% | -2.21% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-Other | 6.80% | -0.56% | -1.36% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.87% | -0.23% | -0.18% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.77% | -0.97% | -8.46% | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 3.47% | +0.11% | -1.45% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.36% | +0.63% | +4.12% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.94% | -0.14% | +4.65% | |
| 10 | CGW | Invesco S&p Global Water Ind | ETF-Other | 2.86% | -0.28% | -2.90% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.85% | +0.15% | -2.02% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.73% | -0.20% | +7.52% | |
| 13 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.63% | +0.14% | -0.63% | |
| 14 | IQLT | Ishares Msci International Q | ETF-Other | 2.49% | -0.14% | -1.97% | |
| 15 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 2.46% | -0.22% | +1.45% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 2.34% | -0.28% | +4.73% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 2.23% | -0.14% | -2.63% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.04% | +0.05% | -5.37% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.90% | +0.02% | -1.19% | |
| 20 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 1.74% | -0.08% | +1.48% | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.68% | -0.18% | -0.44% | |
| 22 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.60% | -0.06% | +9.26% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.56% | +0.05% | +2.29% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.52% | +0.02% | -3.96% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.45% | -0.03% | -1.09% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.29% | -0.03% | -1.33% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.28% | +0.01% | -0.23% | |
| 28 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.13% | -0.04% | -0.24% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 1.13% | +0.01% | +4.58% | |
| 30 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.08% | -0.09% | -1.91% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.07% | +0.01% | -0.67% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.83% | +0.03% | -4.67% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.04% | -0.38% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.17% | +0.98% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | +0.01% | -0.56% | |
| 36 | C | Citigroup Inc | Stock-Financials | 0.37% | +0.17% | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | — | — | |
| 38 | ARCC | Ares Capital CORP | Stock-Financials | 0.28% | -0.02% | — | |
| 39 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.27% | — | +80.99% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.27% | -0.03% | +3.50% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.25% | +0.05% | -1.57% | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.21% | +0.11% | — | |
| 43 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.21% | +0.05% | -1.27% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | -0.01% | — | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | +0.01% | — | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.16% | -0.01% | -0.45% | |
| 47 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.14% | -0.01% | — | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.14% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | — | — | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.14% | -0.02% | -45.80% |
According to official SEC Form 13F filings, Baron Financial Group, LLC reported a total U.S. public equity portfolio value of $209.6M across 57 disclosed positions in Q4 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, QQQ) accounted for 34.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
C
市值: $684.5K
Top Position Liquidated / Trimmed
BX
前期市值: $217.8K
During Q4 2025, Baron Financial Group, LLC's top holdings by market value included SPY (11.8%)、IWM (9.7%)、QQQ (7.1%). The largest single position, SPY, represented 11.8% of total portfolio value.
In Q4 2025, Baron Financial Group, LLC made 49 total portfolio adjustments, initiating 9 new buys, adding to 12 positions, trimming 26 holdings, and fully liquidating 2 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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