Baron Financial Group, LLC
Q4 2025 13F Holdings
- Locationfair lawn, NJ
- Num holdings
57
- Value ($000)
$186,508
- Date Filed01/08/2026
- Form type13F-HR
- CIK0001832093
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $21.92M | 12 % | 32,148 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | $18.15M | 10 % | 73,743 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $13.17M | 7 % | 21,434 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $12.69M | 7 % | 256,510 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | $7.22M | 4 % | 75,230 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $7.03M | 4 % | 17,729 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A359 | $6.47M | 4 % | 72,501 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | $6.26M | 3 % | 65,009 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $5.49M | 3 % | 61,992 | ||
INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 46138E263 | $5.34M | 3 % | 84,785 |
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