Baron Financial Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    fair lawn, NJ
  • CIK
    0001832093
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

50

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

47

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

47

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

50

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

51

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

49

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

52

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

55

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

52

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

49

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

210

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

219

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

221

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

224

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

238

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

241

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

256

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

294

$106.42B
IWM, SPY, MTUM, SPDR SER TR
13F-HR
Nov 13, 2020
000183209320000001
Baron Financial Group, Llc 13F Filings