Baron Financial Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Baron Financial Group, LLC reported 50 stock positions worth $161.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 11.8% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 10.2%) and Vanguard Short-Term Tips (VTIP, 7.9%). Compared with Q3 2024, it opened 3 new positions, added to 19 and reduced 22. The biggest buy was Vanguard Total Intl Bond ETF (BNDX, shares +39%) and the biggest sale Invesco S&P Global Water Ind (CGW, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Fair Lawn, NJ
- CIK
- 0001832093
- Portfolio Value
- $161.3M (Q4 2024)
- SEC Filing
- 0001667731-25-000073 ↗ filed Jan 21, 2025
Holdings Value
Holdings 50 stocks · $161.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 11.80% | 32,457 | $19.0M | Reduce -1.8% |
| IWM iShares Russell 2000 ETF | 10.22% | 74,620 | $16.5M | Reduce -1.4% |
| VTIP Vanguard Short-Term Tips | 7.89% | 262,890 | $12.7M | Reduce -1.7% |
| QQQ Invesco QQQ Trust Series 1 | 7.00% | 22,075 | $11.3M | Reduce -2.1% |
| CWB SS SPDR BB Conv Sec ETF | 3.67% | 75,900 | $5.9M | Reduce -1.3% |
| EFA iShares MSCI Eafe ETF | 3.54% | 75,556 | $5.7M | Add +3.7% |
| GLD SPDR Gold Shares | 3.41% | 22,735 | $5.5M | Reduce -1.6% |
| VNQ Vanguard Real Estate ETF | 3.24% | 58,681 | $5.2M | Reduce -0.0% |
| CGW Invesco S&P Global Water Ind | 3.08% | 91,688 | $5.0M | Reduce -0.3% |
| IWR iShares Russell Mid-Cap ETF | 3.00% | 54,700 | $4.8M | Add +0.3% |
| SUB iShares Short-Term National | 2.61% | 39,890 | $4.2M | Add +1.1% |
| BNDX Vanguard Total Intl Bond ETF | 2.60% | 85,335 | $4.2M | Add +38.7% |
| ICVT iShares Convertible Bond ETF | 2.57% | 48,818 | $4.1M | Reduce -0.2% |
| EEM iShares MSCI Emerging Market | 2.55% | 98,439 | $4.1M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 2.52% | 35,244 | $4.1M | Reduce -3.2% |
| IQLT iShares MSCI International Q | 2.42% | 105,205 | $3.9M | Add +1.2% |
| VHT Vanguard Health Care ETF | 2.39% | 15,162 | $3.8M | Reduce -1.6% |
| DIVO Amplify CWP Enhan Divid ETF | 2.38% | 94,720 | $3.8M | Add +5.6% |
| IWF iShares Russell 1000 Growth | 2.06% | 8,270 | $3.3M | Reduce -1.7% |
| QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 1.81% | 92,968 | $2.9M | Add +1.4% |
| ESGD iShares Trust iShares ESG Aw | 1.61% | 34,013 | $2.6M | Reduce -1.8% |
| MDY State Street SPDR S&P Midcap | 1.47% | 4,154 | $2.4M | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 1.45% | 44,766 | $2.3M | Add +2.1% |
| IWD iShares Russell 1000 Value E | 1.39% | 12,119 | $2.2M | Reduce -2.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.37% | 64,793 | $2.2M | Add +0.7% |
| BWX SS SPDR BB Intl Treasury BD | 1.36% | 102,801 | $2.2M | Add +5.5% |
| SPGP Invesco S&P 500 Garp ETF | 1.19% | 18,232 | $1.9M | Add +0.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.13% | 6,285 | $1.8M | Reduce -0.8% |
| AAPL Apple Inc. | 1.07% | 6,901 | $1.7M | Add +0.0% |
| IJH iShares Core S&P Midcap ETF | 1.00% | 25,765 | $1.6M | Reduce -2.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.98% | 47,223 | $1.6M | Reduce -1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.97% | 6,506 | $1.6M | Add +7.3% |
| MSFT Microsoft Corp. | 0.48% | 1,851 | $780K | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.46% | 3,349 | $736K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.44% | 6,670 | $717K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.38% | 2,936 | $608K | Reduce -1.0% |
| BSV Vanguard Short-Term Bond ETF | 0.31% | 6,385 | $493K | Reduce -0.2% |
| MUB iShares National Muni Bond E | 0.30% | 4,500 | $479K | Reduce -0.2% |
| ARCC Ares Capital Corp. | 0.26% | 19,307 | $423K | Add +1.4% |
| VGT Vanguard Info Tech ETF | 0.25% | 638 | $397K | No change |
| CL Colgate-Palmolive Co. | 0.20% | 3,490 | $317K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 681 | $280K | New |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 1,367 | $268K | No change |
| ADP Automatic Data Processing | 0.15% | 851 | $249K | No change |
| ABBV Abbvie Inc. | 0.14% | 1,309 | $233K | Add +3.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 3,236 | $227K | Add +3.2% |
| BX Blackstone Inc. | 0.14% | 1,275 | $220K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 1,061 | $210K | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.13% | 1,880 | $207K | Reduce -2.6% |
| BTE Baytex Energy Corp. | 0.02% | 13,625 | $35K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| CGW Invesco S&P Global Water Ind | Reduce -0.3% | 3.08% | −0.36 |
| VHT Vanguard Health Care ETF | Reduce -1.6% | 2.39% | −0.27 |
| VNQ Vanguard Real Estate ETF | Reduce -0.0% | 3.24% | −0.25 |
| ESGD iShares Trust iShares ESG Aw | Reduce -1.8% | 1.61% | −0.18 |
| VTIP Vanguard Short-Term Tips | Reduce -1.7% | 7.89% | −0.17 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -1.3% | 0.98% | −0.09 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.2% | 2.52% | −0.09 |
| IWD iShares Russell 1000 Value E | Reduce -2.1% | 1.39% | −0.05 |
| GLD SPDR Gold Shares | Reduce -1.6% | 3.41% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.6% | 1.00% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -0.2% | 0.30% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.2% | 0.31% | −0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -2.6% | 0.13% | +0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -1.2% | 1.47% | +0.00 |
| IWM iShares Russell 2000 ETF | Reduce -1.4% | 10.22% | +0.01 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -1.0% | 0.38% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 1.13% | +0.03 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -1.3% | 3.67% | +0.07 |
| ICVT iShares Convertible Bond ETF | Reduce -0.2% | 2.57% | +0.07 |
| IWF iShares Russell 1000 Growth | Reduce -1.7% | 2.06% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.8% | 11.80% | +0.20 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.1% | 7.00% | +0.27 |
Portfolio Buys Q3 2024 → Q4 2024
| BNDX Vanguard Total Intl Bond ETF | Add +38.7% | 2.60% | +0.70 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.17% | +0.17 |
| BX Blackstone Inc. | New | 0.14% | +0.14 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.13% | +0.13 |
| DIVO Amplify CWP Enhan Divid ETF | Add +5.6% | 2.38% | +0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.3% | 0.97% | +0.09 |
| AAPL Apple Inc. | Add +0.0% | 1.07% | +0.09 |
| IWR iShares Russell Mid-Cap ETF | Add +0.3% | 3.00% | +0.06 |
| SUB iShares Short-Term National | Add +1.1% | 2.61% | +0.05 |
| SPGP Invesco S&P 500 Garp ETF | Add +0.3% | 1.19% | +0.02 |
| ARCC Ares Capital Corp. | Add +1.4% | 0.26% | +0.02 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Add +1.4% | 1.81% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.46% | +0.00 |
| MSFT Microsoft Corp. | Add +0.1% | 0.48% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.2% | 0.14% | −0.01 |
| ABBV Abbvie Inc. | Add +3.2% | 0.14% | −0.01 |
| BWX SS SPDR BB Intl Treasury BD | Add +5.5% | 1.36% | −0.03 |
| IEMG iShares Core MSCI Emerging | Add +2.1% | 1.45% | −0.09 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +0.7% | 1.37% | −0.11 |
| EFA iShares MSCI Eafe ETF | Add +3.7% | 3.54% | −0.18 |
| EEM iShares MSCI Emerging Market | Add +0.1% | 2.55% | −0.20 |
| IQLT iShares MSCI International Q | Add +1.2% | 2.42% | −0.22 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 56 | $209.6M | SPY, IWM, QQQ, VTIP, IWR |
| Q1 2026 | 53 | $185.4M | SPY, IWM, VTIP, QQQ, EFA |
| Q4 2025 | 57 | $186.5M | SPY, IWM, QQQ, VTIP, EFA |
| Q3 2025 | 50 | $182.5M | SPY, IWM, VTIP, QQQ, EFA |
| Q2 2025 | 49 | $170.4M | SPY, IWM, VTIP, QQQ, EFA |
| Q1 2025 | 47 | $159.0M | SPY, IWM, VTIP, QQQ, GLD |
| Q4 2024 | 50 | $161.3M | SPY, IWM, VTIP, QQQ, CWB |
| Q3 2024 | 47 | $163.5M | SPY, IWM, VTIP, QQQ, EFA |
| Q2 2024 | 47 | $157.3M | SPY, IWM, VTIP, QQQ, EFA |
| Q1 2024 | 50 | $162.1M | SPY, IWM, VTIP, QQQ, EFA |