Baron Financial Group, LLC Top Holdings and 13F Report (2025) About Baron Financial Group, LLCInvestment ActivityBaron Financial Group, LLC has $182.52 million in total holdings as of September 30, 2025.Baron Financial Group, LLC owns shares of 50 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.15% of the portfolio was purchased this quarter.About 0.73% of the portfolio was sold this quarter.This quarter, Baron Financial Group, LLC has purchased 49 new stocks and bought additional shares in 18 stocks.Baron Financial Group, LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $21,790,137iShares Russell 2000 ETF $17,913,525Vanguard Short-Term Inflation-Protected Securities ETF $13,165,573Invesco QQQ $13,159,452iShares MSCI EAFE ETF $7,036,773 Largest New Holdings this Quarter 69374H741 - Pacer Data & Infrastructure Real Estate ETF $304,128 Holding09260D107 - Blackstone $217,834 Holding Largest Purchases this Quarter Apple 1,707 shares (about $434.66K)Pacer Data & Infrastructure Real Estate ETF 9,600 shares (about $304.13K)Vanguard Small-Cap ETF 1,102 shares (about $280.21K)Blackstone 1,275 shares (about $217.83K)SPDR Bloomberg International Treasury Bond ETF 9,255 shares (about $212.87K) Largest Sales this Quarter SPDR Gold Shares 1,364 shares (about $484.86K)Invesco S&P Global Water Index ETF 1,497 shares (about $96.17K)iShares Russell 1000 Growth ETF 173 shares (about $81.03K)iShares Russell 2000 ETF 254 shares (about $61.46K)iShares Core MSCI Emerging Markets ETF 892 shares (about $58.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaron Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$21,790,137$42,636 ▲0.2%32,70911.9%FinanceIWMiShares Russell 2000 ETF$17,913,525$61,458 ▼-0.3%74,0359.8%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$13,165,573$4,810 ▲0.0%260,0357.2%ManufacturingQQQInvesco QQQ$13,159,452$33,020 ▲0.3%21,9197.2%FinanceEFAiShares MSCI EAFE ETF$7,036,773$1,774 ▲0.0%75,3643.9%FinanceGLDSPDR Gold Shares$6,884,388$484,861 ▼-6.6%19,3673.8%FinanceCWBSPDR Bloomberg Convertible Securities ETF$6,657,723$9,684 ▼-0.1%73,5663.6%ETFIWRiShares Russell Mid-Cap ETF$6,028,003$94,522 ▲1.6%62,4343.3%ETFCGWInvesco S&P Global Water Index ETF$5,609,437$96,167 ▼-1.7%87,3203.1%ETFVNQVanguard Real Estate ETF$5,415,609$57,046 ▲1.1%59,2393.0%ETFEEMiShares MSCI Emerging Markets ETF$5,304,258$2,296 ▼0.0%99,3312.9%FinanceICVTiShares Convertible Bond ETF$5,006,002$65,433 ▲1.3%50,0352.7%ETFBNDXVanguard Total International Bond ETF$4,849,801$69,244 ▲1.4%98,0552.7%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,600,621$22,493 ▼-0.5%104,1102.5%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$4,525,148$94,355 ▲2.1%101,5292.5%ETFSUBiShares Short-Term National Muni Bond ETF$4,174,565$12,280 ▼-0.3%39,0952.3%ETFIJRiShares Core S&P Small-Cap ETF$3,975,220$58,346 ▼-1.4%33,4532.2%ETFVHTVanguard Health Care ETF$3,856,618$53,997 ▼-1.4%14,8562.1%ETFIWFiShares Russell 1000 Growth ETF$3,549,611$81,035 ▼-2.2%7,5781.9%ETFQAINYLI Hedge Multi-Strategy Tracker ETF$3,205,478$51,387 ▲1.6%95,3161.8%ETFESGDiShares ESG Aware MSCI EAFE ETF$3,075,314$7,996 ▼-0.3%33,0751.7%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$2,902,788$58,801 ▼-2.0%44,0351.6%ETFVBVanguard Small-Cap ETF$2,802,068$280,207 ▲11.1%11,0201.5%ETFBWXSPDR Bloomberg International Treasury Bond ETF$2,791,763$212,865 ▲8.3%121,3811.5%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$2,634,495$7,274 ▼-0.3%61,5681.4%ETFIWDiShares Russell 1000 Value ETF$2,363,889$34,203 ▼-1.4%11,6111.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,359,332$29,209 ▼-1.2%3,9581.3%ETFSPGPInvesco S&P 500 GARP ETF$2,114,474$3,409 ▼-0.2%18,6101.2%ETFESGEiShares ESG Aware MSCI EM ETF$2,011,953$3,560 ▲0.2%46,3371.1%ManufacturingVTIVanguard Total Stock Market ETF$1,968,692$29,863 ▼-1.5%5,9991.1%ETFAAPLApple$1,889,913$434,665 ▲29.9%7,4221.0%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,607,485$13,705 ▼-0.8%24,6320.9%ETFMSFTMicrosoft$945,757$518 ▲0.1%1,8260.5%Computer and TechnologyIBMInternational Business Machines$750,331$27,372 ▼-3.5%2,6590.4%Computer and TechnologyXOMExxon Mobil$749,2240.0%6,6450.4%EnergyARCCAres Capital$530,189$124,807 ▲30.8%25,9770.3%FinanceBSVVanguard Short-Term Bond ETF$478,5900.0%6,0650.3%ETFVGTVanguard Information Technology ETF$476,3500.0%6380.3%ETFMUBiShares National Muni Bond ETF$475,478$1,065 ▲0.2%4,4650.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$403,909$25,645 ▼-6.0%1,5750.2%ETFSRVRPacer Data & Infrastructure Real Estate ETF$304,128$304,128 ▲New Holding9,6000.2%ETFABBVAbbVie$303,0860.0%1,3090.2%MedicalVIGVanguard Dividend Appreciation ETF$294,9850.0%1,3670.2%ETFIEFAiShares Core MSCI EAFE ETF$289,520$9,866 ▼-3.3%3,3160.2%ETFCLColgate-Palmolive$272,996$3,997 ▼-1.4%3,4150.1%Consumer StaplesVUGVanguard Growth ETF$258,5100.0%5390.1%ETFJPMJPMorgan Chase & Co.$257,0760.0%8150.1%FinanceADPAutomatic Data Processing$248,822$293 ▲0.1%8480.1%Computer and TechnologyBXBlackstone$217,834$217,834 ▲New Holding1,2750.1%FinanceBTEBaytex Energy$31,8830.0%13,6250.0%EnergyABTAbbott Laboratories$0$200,343 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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