13F HOLDINGS REPORT
Baron Financial Group, LLC
Quarter ended Q4 2025 · Filed January 9, 2026 · Accession 0002085853-26-000019
Total Value
$186.5M
Positions
57
Other Managers
0
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 32,148 | $21.9M | 11.75% |
| 2 | ISHARES TR | 464287655 | 73,743 | $18.2M | 9.73% |
| 3 | INVESCO QQQ TR | IVZ | 21,434 | $13.2M | 7.06% |
| 4 | VANGUARD MALVERN FDS | 922020805 | 256,510 | $12.7M | 6.80% |
| 5 | ISHARES TR | 464287465 | 75,230 | $7.2M | 3.87% |
| 6 | SPDR GOLD TR | GLD | 17,729 | $7.0M | 3.77% |
| 7 | SPDR SERIES TRUST | 78464A359 | 72,501 | $6.5M | 3.47% |
| 8 | ISHARES TR | 464287499 | 65,009 | $6.3M | 3.36% |
| 9 | VANGUARD INDEX FDS | 922908553 | 61,992 | $5.5M | 2.94% |
| 10 | INVESCO EXCH TRADED FD TR II | IVZ | 84,785 | $5.3M | 2.86% |
| 11 | ISHARES TR | 464287234 | 97,321 | $5.3M | 2.85% |
| 12 | VANGUARD CHARLOTTE FDS | 92203J407 | 105,425 | $5.1M | 2.73% |
| 13 | ISHARES TR | 46435G102 | 49,720 | $4.9M | 2.63% |
| 14 | ISHARES TR | 46434V456 | 102,055 | $4.6M | 2.49% |
| 15 | AMPLIFY ETF TR | 032108409 | 102,999 | $4.6M | 2.46% |
| 16 | ISHARES TR | 464288158 | 40,945 | $4.4M | 2.34% |
| 17 | VANGUARD WORLD FD | 92204A504 | 14,466 | $4.2M | 2.23% |
| 18 | ISHARES TR | 464287804 | 31,657 | $3.8M | 2.04% |
| 19 | ISHARES TR | 464287614 | 7,488 | $3.5M | 1.90% |
| 20 | NEW YORK LIFE INVESTMENTS ET | 45409B107 | 96,731 | $3.2M | 1.74% |
| 21 | ISHARES TR | 46435G516 | 32,930 | $3.1M | 1.68% |
| 22 | SPDR SERIES TRUST | 78464A516 | 132,621 | $3.0M | 1.60% |
| 23 | VANGUARD INDEX FDS | 922908751 | 11,272 | $2.9M | 1.56% |
| 24 | ISHARES INC | 46434G103 | 42,290 | $2.8M | 1.52% |
| 25 | SPDR INDEX SHS FDS | 78463X889 | 60,898 | $2.7M | 1.45% |
| 26 | ISHARES TR | 464287598 | 11,456 | $2.4M | 1.29% |
| 27 | SPDR S&P MIDCAP 400 ETF TR | MDY | 3,949 | $2.4M | 1.28% |
| 28 | INVESCO EXCHANGE TRADED FD T | IVZ | 18,565 | $2.1M | 1.13% |
| 29 | APPLE INC | AAPL | 7,762 | $2.1M | 1.13% |
| 30 | ISHARES INC | 46434G863 | 45,452 | $2.0M | 1.08% |
| 31 | VANGUARD INDEX FDS | 922908769 | 5,959 | $2.0M | 1.07% |
| 32 | ISHARES TR | 464287507 | 23,481 | $1.5M | 0.83% |
| 33 | MICROSOFT CORP | MSFT | 1,819 | $879,513 | 0.47% |
| 34 | EXXON MOBIL CORP | XOM | 6,710 | $807,455 | 0.43% |
| 35 | INTERNATIONAL BUSINESS MACHS | INTR | 2,644 | $783,200 | 0.42% |
| 36 | CITIGROUP INC | C-PR | 5,866 | $684,504 | 0.37% |
| 37 | NVIDIA CORPORATION | NVDA | 3,362 | $627,004 | 0.34% |
| 38 | ARES CAPITAL CORP | ARCC | 25,977 | $525,513 | 0.28% |
| 39 | PACER FDS TR | 69374H741 | 17,375 | $497,620 | 0.27% |
| 40 | VANGUARD BD INDEX FDS | 921937827 | 6,277 | $494,691 | 0.27% |
| 41 | VANGUARD WORLD FD | 92204A702 | 628 | $473,374 | 0.25% |
| 42 | SELECT SECTOR SPDR TR | 81369Y886 | 9,305 | $397,231 | 0.21% |
| 43 | ISHARES TR | 46432F396 | 1,555 | $389,233 | 0.21% |
| 44 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,367 | $300,440 | 0.16% |
| 45 | ABBVIE INC | ABBV | 1,309 | $299,094 | 0.16% |
| 46 | ISHARES TR | 46432F842 | 3,301 | $295,308 | 0.16% |
| 47 | COLGATE PALMOLIVE CO | CL | 3,415 | $269,854 | 0.14% |
| 48 | VANGUARD TAX-MANAGED FDS | 921943858 | 4,275 | $267,081 | 0.14% |
| 49 | JPMORGAN CHASE & CO. | VYLD | 815 | $262,610 | 0.14% |
| 50 | ISHARES TR | 464288414 | 2,420 | $259,207 | 0.14% |
| 51 | VANGUARD INDEX FDS | 922908736 | 499 | $243,443 | 0.13% |
| 52 | VANGUARD INDEX FDS | 922908363 | 375 | $234,971 | 0.13% |
| 53 | FIRST TR EXCHANGE TRADED FD | 33737A108 | 1,464 | $224,022 | 0.12% |
| 54 | AUTOMATIC DATA PROCESSING IN | ADP | 848 | $218,191 | 0.12% |
| 55 | ISHARES TR | 464288570 | 1,565 | $201,619 | 0.11% |
| 56 | ISHARES TR | 464288224 | 10,530 | $173,008 | 0.09% |
| 57 | AMPLIFY ETF TR | 032108805 | 11,615 | $160,287 | 0.09% |