13F HOLDINGS REPORT
Baron Financial Group, LLC
Quarter ended Q3 2025 · Filed October 8, 2025 · Accession 0002085853-25-000020
Total Value
$182.5M
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 32,709 | $21.8M | 11.94% |
| 2 | ISHARES TR | 464287655 | 74,035 | $17.9M | 9.81% |
| 3 | VANGUARD MALVERN FDS | 922020805 | 260,035 | $13.2M | 7.21% |
| 4 | INVESCO QQQ TR | IVZ | 21,919 | $13.2M | 7.21% |
| 5 | ISHARES TR | 464287465 | 75,364 | $7.0M | 3.86% |
| 6 | SPDR GOLD TR | GLD | 19,367 | $6.9M | 3.77% |
| 7 | SPDR SERIES TRUST | 78464A359 | 73,566 | $6.7M | 3.65% |
| 8 | ISHARES TR | 464287499 | 62,434 | $6.0M | 3.30% |
| 9 | INVESCO EXCH TRADED FD TR II | IVZ | 87,320 | $5.6M | 3.07% |
| 10 | VANGUARD INDEX FDS | 922908553 | 59,239 | $5.4M | 2.97% |
| 11 | ISHARES TR | 464287234 | 99,331 | $5.3M | 2.91% |
| 12 | ISHARES TR | 46435G102 | 50,035 | $5.0M | 2.74% |
| 13 | VANGUARD CHARLOTTE FDS | 92203J407 | 98,055 | $4.8M | 2.66% |
| 14 | ISHARES TR | 46434V456 | 104,110 | $4.6M | 2.52% |
| 15 | AMPLIFY ETF TR | 032108409 | 101,529 | $4.5M | 2.48% |
| 16 | ISHARES TR | 464288158 | 39,095 | $4.2M | 2.29% |
| 17 | ISHARES TR | 464287804 | 33,453 | $4.0M | 2.18% |
| 18 | VANGUARD WORLD FD | 92204A504 | 14,856 | $3.9M | 2.11% |
| 19 | ISHARES TR | 464287614 | 7,578 | $3.5M | 1.94% |
| 20 | NEW YORK LIFE INVESTMENTS ET | 45409B107 | 95,316 | $3.2M | 1.76% |
| 21 | ISHARES TR | 46435G516 | 33,075 | $3.1M | 1.68% |
| 22 | ISHARES INC | 46434G103 | 44,035 | $2.9M | 1.59% |
| 23 | VANGUARD INDEX FDS | 922908751 | 11,020 | $2.8M | 1.54% |
| 24 | SPDR SERIES TRUST | 78464A516 | 121,381 | $2.8M | 1.53% |
| 25 | SPDR INDEX SHS FDS | 78463X889 | 61,568 | $2.6M | 1.44% |
| 26 | ISHARES TR | 464287598 | 11,611 | $2.4M | 1.30% |
| 27 | SPDR S&P MIDCAP 400 ETF TR | MDY | 3,958 | $2.4M | 1.29% |
| 28 | INVESCO EXCHANGE TRADED FD T | IVZ | 18,610 | $2.1M | 1.16% |
| 29 | ISHARES INC | 46434G863 | 46,337 | $2.0M | 1.10% |
| 30 | VANGUARD INDEX FDS | 922908769 | 5,999 | $2.0M | 1.08% |
| 31 | APPLE INC | AAPL | 7,422 | $1.9M | 1.04% |
| 32 | ISHARES TR | 464287507 | 24,632 | $1.6M | 0.88% |
| 33 | MICROSOFT CORP | MSFT | 1,826 | $945,757 | 0.52% |
| 34 | INTERNATIONAL BUSINESS MACHS | INTR | 2,659 | $750,331 | 0.41% |
| 35 | EXXON MOBIL CORP | XOM | 6,645 | $749,224 | 0.41% |
| 36 | ARES CAPITAL CORP | ARCC | 25,977 | $530,189 | 0.29% |
| 37 | VANGUARD BD INDEX FDS | 921937827 | 6,065 | $478,590 | 0.26% |
| 38 | VANGUARD WORLD FD | 92204A702 | 638 | $476,350 | 0.26% |
| 39 | ISHARES TR | 464288414 | 4,465 | $475,478 | 0.26% |
| 40 | ISHARES TR | 46432F396 | 1,575 | $403,909 | 0.22% |
| 41 | PACER FDS TR | 69374H741 | 9,600 | $304,128 | 0.17% |
| 42 | ABBVIE INC | ABBV | 1,309 | $303,086 | 0.17% |
| 43 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,367 | $294,985 | 0.16% |
| 44 | ISHARES TR | 46432F842 | 3,316 | $289,520 | 0.16% |
| 45 | COLGATE PALMOLIVE CO | CL | 3,415 | $272,996 | 0.15% |
| 46 | VANGUARD INDEX FDS | 922908736 | 539 | $258,510 | 0.14% |
| 47 | JPMORGAN CHASE & CO. | VYLD | 815 | $257,076 | 0.14% |
| 48 | AUTOMATIC DATA PROCESSING IN | ADP | 848 | $248,822 | 0.14% |
| 49 | BLACKSTONE INC | BX | 1,275 | $217,834 | 0.12% |
| 50 | BAYTEX ENERGY CORP | BTE | 13,625 | $31,883 | 0.02% |