Baron Financial Group, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Baron Financial Group, LLC reported 47 stock positions worth $159.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 11.4% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 9.3%) and Vanguard Short-Term Tips (VTIP, 8.2%). Compared with Q4 2024, it sold out of 3, added to 18 and reduced 23. The biggest buy was iShares MSCI Eafe ETF (EFA, shares +1%) and the biggest sale iShares Russell 2000 ETF (IWM, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Fair Lawn, NJ
- CIK
- 0001832093
- Portfolio Value
- $159.0M (Q1 2025)
- SEC Filing
- 0001667731-25-000421 ↗ filed Apr 14, 2025
Holdings Value
Holdings 47 stocks · $159.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 11.44% | 32,519 | $18.2M | Add +0.2% |
| IWM iShares Russell 2000 ETF | 9.30% | 74,133 | $14.8M | Reduce -0.7% |
| VTIP Vanguard Short-Term Tips | 8.23% | 262,175 | $13.1M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 6.47% | 21,933 | $10.3M | Reduce -0.6% |
| GLD SPDR Gold Shares | 4.06% | 22,373 | $6.4M | Reduce -1.6% |
| EFA iShares MSCI Eafe ETF | 3.94% | 76,574 | $6.3M | Add +1.4% |
| CWB SS SPDR BB Conv Sec ETF | 3.60% | 74,773 | $5.7M | Reduce -1.5% |
| VNQ Vanguard Real Estate ETF | 3.35% | 58,835 | $5.3M | Add +0.3% |
| CGW Invesco S&P Global Water Ind | 3.19% | 91,112 | $5.1M | Reduce -0.6% |
| IWR iShares Russell Mid-Cap ETF | 3.11% | 58,129 | $4.9M | Add +6.3% |
| BNDX Vanguard Total Intl Bond ETF | 2.90% | 94,335 | $4.6M | Add +10.6% |
| EEM iShares MSCI Emerging Market | 2.76% | 100,519 | $4.4M | Add +2.1% |
| SUB iShares Short-Term National | 2.65% | 39,875 | $4.2M | Reduce -0.0% |
| IQLT iShares MSCI International Q | 2.65% | 106,054 | $4.2M | Add +0.8% |
| ICVT iShares Convertible Bond ETF | 2.58% | 49,071 | $4.1M | Add +0.5% |
| VHT Vanguard Health Care ETF | 2.53% | 15,164 | $4.0M | Add +0.0% |
| DIVO Amplify CWP Enhan Divid ETF | 2.51% | 97,847 | $4.0M | Add +3.3% |
| IJR iShares Core S&P Small-Cap E | 2.28% | 34,684 | $3.6M | Reduce -1.6% |
| QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 1.84% | 93,398 | $2.9M | Add +0.5% |
| IWF iShares Russell 1000 Growth | 1.80% | 7,914 | $2.9M | Reduce -4.3% |
| ESGD iShares Trust iShares ESG Aw | 1.74% | 33,921 | $2.8M | Reduce -0.3% |
| IEMG iShares Core MSCI Emerging | 1.54% | 45,427 | $2.5M | Add +1.5% |
| BWX SS SPDR BB Intl Treasury BD | 1.47% | 107,056 | $2.3M | Add +4.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.46% | 63,623 | $2.3M | Reduce -1.8% |
| IWD iShares Russell 1000 Value E | 1.41% | 11,904 | $2.2M | Reduce -1.8% |
| MDY State Street SPDR S&P Midcap | 1.39% | 4,131 | $2.2M | Reduce -0.6% |
| SPGP Invesco S&P 500 Garp ETF | 1.15% | 18,335 | $1.8M | Add +0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.08% | 7,730 | $1.7M | Add +18.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.08% | 6,235 | $1.7M | Reduce -0.8% |
| ESGE iShares Inc. iShares ESG Awar | 1.03% | 46,665 | $1.6M | Reduce -1.2% |
| IJH iShares Core S&P Midcap ETF | 0.93% | 25,362 | $1.5M | Reduce -1.6% |
| AAPL Apple Inc. | 0.84% | 5,993 | $1.3M | Reduce -13.2% |
| XOM Exxon Mobil Corp. | 0.50% | 6,670 | $793K | No change |
| MSFT Microsoft Corp. | 0.43% | 1,825 | $685K | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.43% | 2,753 | $684K | Reduce -17.8% |
| BSV Vanguard Short-Term Bond ETF | 0.31% | 6,355 | $497K | Reduce -0.5% |
| MUB iShares National Muni Bond E | 0.30% | 4,495 | $474K | Reduce -0.1% |
| ARCC Ares Capital Corp. | 0.27% | 19,581 | $434K | Add +1.4% |
| MTUM iShares MSCI USA Momentum Fa | 0.22% | 1,735 | $351K | Reduce -40.9% |
| VGT Vanguard Info Tech ETF | 0.22% | 638 | $346K | No change |
| CL Colgate-Palmolive Co. | 0.21% | 3,490 | $327K | No change |
| ABBV Abbvie Inc. | 0.17% | 1,309 | $274K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 1,367 | $265K | No change |
| ADP Automatic Data Processing | 0.16% | 852 | $260K | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 3,311 | $250K | Add +2.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 581 | $215K | Reduce -14.7% |
| BTE Baytex Energy Corp. | 0.02% | 13,625 | $30K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| IWM iShares Russell 2000 ETF | Reduce -0.7% | 9.30% | −0.92 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.6% | 6.47% | −0.53 |
| IWF iShares Russell 1000 Growth | Reduce -4.3% | 1.80% | −0.26 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.6% | 2.28% | −0.24 |
| AAPL Apple Inc. | Reduce -13.2% | 0.84% | −0.23 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -40.9% | 0.22% | −0.16 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.14 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.13 |
| DSI iShares ESG MSCI KLD 400 ETF | Sold out | 0.00% | −0.13 |
| MDY State Street SPDR S&P Midcap | Reduce -0.6% | 1.39% | −0.08 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.6% | 0.93% | −0.06 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -1.5% | 3.60% | −0.06 |
| MSFT Microsoft Corp. | Reduce -1.4% | 0.43% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 1.08% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -14.7% | 0.14% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -17.8% | 0.43% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -0.1% | 0.30% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.5% | 0.31% | +0.01 |
| IWD iShares Russell 1000 Value E | Reduce -1.8% | 1.41% | +0.02 |
| SUB iShares Short-Term National | Reduce -0.0% | 2.65% | +0.04 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -1.2% | 1.03% | +0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -1.8% | 1.46% | +0.09 |
| CGW Invesco S&P Global Water Ind | Reduce -0.6% | 3.19% | +0.11 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.3% | 1.74% | +0.14 |
| VTIP Vanguard Short-Term Tips | Reduce -0.3% | 8.23% | +0.34 |
| GLD SPDR Gold Shares | Reduce -1.6% | 4.06% | +0.64 |
Portfolio Buys Q4 2024 → Q1 2025
| EFA iShares MSCI Eafe ETF | Add +1.4% | 3.94% | +0.39 |
| BNDX Vanguard Total Intl Bond ETF | Add +10.6% | 2.90% | +0.30 |
| IQLT iShares MSCI International Q | Add +0.8% | 2.65% | +0.23 |
| EEM iShares MSCI Emerging Market | Add +2.1% | 2.76% | +0.21 |
| VHT Vanguard Health Care ETF | Add +0.0% | 2.53% | +0.14 |
| DIVO Amplify CWP Enhan Divid ETF | Add +3.3% | 2.51% | +0.13 |
| IWR iShares Russell Mid-Cap ETF | Add +6.3% | 3.11% | +0.11 |
| VNQ Vanguard Real Estate ETF | Add +0.3% | 3.35% | +0.11 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +18.8% | 1.08% | +0.11 |
| BWX SS SPDR BB Intl Treasury BD | Add +4.1% | 1.47% | +0.11 |
| IEMG iShares Core MSCI Emerging | Add +1.5% | 1.54% | +0.09 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Add +0.5% | 1.84% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.3% | 0.16% | +0.02 |
| ARCC Ares Capital Corp. | Add +1.4% | 0.27% | +0.01 |
| ADP Automatic Data Processing | Add +0.1% | 0.16% | +0.01 |
| ICVT iShares Convertible Bond ETF | Add +0.5% | 2.58% | +0.01 |
| SPGP Invesco S&P 500 Garp ETF | Add +0.6% | 1.15% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 11.44% | −0.35 |
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 |