Baron Financial Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    fair lawn, NJ
  • CIK
    0001832093
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

47

$158.97 M
SPY, IWM, VTIP, NDQ
13F-HR
Apr 14, 2025
000166773125000421

50

$161.27 M
SPY, IWM, VTIP, NDQ
13F-HR
Jan 21, 2025
000166773125000073

47

$163.53 M
SPY, IWM, VTIP, NDQ
13F-HR
Oct 18, 2024
000183209324000005

47

$157.26 M
SPY, IWM, VTIP, NDQ
13F-HR
Jul 22, 2024
000183209324000004

50

$162.06 M
SPY, IWM, VTIP, NDQ
13F-HR
Apr 30, 2024
000183209324000003

51

$156.81 M
SPY, IWM, VTIP, NDQ
13F-HR
Jan 22, 2024
000183209324000001

49

$153.94 M
SPY, IWM, VTIP, NDQ
13F-HR
Oct 19, 2023
000183209323000004

52

$161.94 M
SPY, IWM, VTIP, NDQ
13F-HR
Aug 3, 2023
000183209323000003

55

$157.96 M
SPY, VTIP, IWM, NDQ
13F-HR
Apr 6, 2023
000183209323000002

52

$150.85 M
VTIP, SPY, IWM, MTUM
13F-HR
Jan 20, 2023
000183209323000001

49

$148.44 M
VTIP, SPY, IWM, MTUM
13F-HR
Nov 3, 2022
000183209322000004

210

$151.25 B
VTIP, SPY, IWM, BSV
13F-HR
Aug 11, 2022
000183209322000003

219

$172.33 B
VTIP, IWM, SPY, BSV
13F-HR
May 13, 2022
000183209322000002

221

$176.49 B
IWM, VTIP, SPY, BSV
13F-HR
Feb 9, 2022
000183209322000001

224

$164.71 B
IWM, VTIP, SPY, MTUM
13F-HR
Nov 12, 2021
000183209321000006

238

$160.74 B
IWM, SPY, VTIP, MTUM
13F-HR
Aug 6, 2021
000183209321000003

241

$145.19 B
IWM, SPY, VTIP, MTUM
RESTATEMENT
Sep 1, 2021
000183209321000004

256

$125.20 B
IWM, SPY, MTUM, SPDR SER TR
RESTATEMENT
Sep 1, 2021
000183209321000005

294

$106.42 B
IWM, SPY, MTUM, SPDR SER TR
13F-HR
Nov 13, 2020
000183209320000001