Baron Financial Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Baron Financial Group, LLC reported 49 stock positions worth $170.4 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, 9.4%) and Vanguard Short-Term Tips (VTIP, 7.7%). Compared with Q1 2025, it opened 2 new positions, added to 13 and reduced 29. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +0%) and the biggest sale Vanguard Short-Term Tips (VTIP, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Fair Lawn, NJ
- CIK
- 0001832093
- Portfolio Value
- $170.4M (Q2 2025)
- SEC Filing
- 0001667731-25-000746 ↗ filed Jul 9, 2025
Holdings Value
Holdings 49 stocks · $170.4M
| SPY SS SPDR S&P 500 ETF Trust-US | 11.84% | 32,645 | $20.2M | Add +0.4% |
| IWM iShares Russell 2000 ETF | 9.41% | 74,289 | $16.0M | Add +0.2% |
| VTIP Vanguard Short-Term Tips | 7.67% | 259,940 | $13.1M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 7.08% | 21,864 | $12.1M | Reduce -0.3% |
| EFA iShares MSCI Eafe ETF | 3.95% | 75,345 | $6.7M | Reduce -1.6% |
| GLD SPDR Gold Shares | 3.71% | 20,731 | $6.3M | Reduce -7.3% |
| CWB SS SPDR BB Conv Sec ETF | 3.57% | 73,673 | $6.1M | Reduce -1.5% |
| IWR iShares Russell Mid-Cap ETF | 3.32% | 61,455 | $5.7M | Add +5.7% |
| CGW Invesco S&P Global Water Ind | 3.26% | 88,817 | $5.6M | Reduce -2.5% |
| VNQ Vanguard Real Estate ETF | 3.06% | 58,615 | $5.2M | Reduce -0.4% |
| EEM iShares MSCI Emerging Market | 2.81% | 99,374 | $4.8M | Reduce -1.1% |
| BNDX Vanguard Total Intl Bond ETF | 2.81% | 96,655 | $4.8M | Add +2.5% |
| IQLT iShares MSCI International Q | 2.65% | 104,619 | $4.5M | Reduce -1.4% |
| ICVT iShares Convertible Bond ETF | 2.61% | 49,381 | $4.4M | Add +0.6% |
| DIVO Amplify CWP Enhan Divid ETF | 2.48% | 99,412 | $4.2M | Add +1.6% |
| SUB iShares Short-Term National | 2.45% | 39,210 | $4.2M | Reduce -1.7% |
| VHT Vanguard Health Care ETF | 2.20% | 15,064 | $3.7M | Reduce -0.7% |
| IJR iShares Core S&P Small-Cap E | 2.18% | 33,944 | $3.7M | Reduce -2.1% |
| IWF iShares Russell 1000 Growth | 1.93% | 7,751 | $3.3M | Reduce -2.1% |
| QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 1.78% | 93,788 | $3.0M | Add +0.4% |
| ESGD iShares Trust iShares ESG Aw | 1.74% | 33,161 | $3.0M | Reduce -2.2% |
| IEMG iShares Core MSCI Emerging | 1.58% | 44,927 | $2.7M | Reduce -1.1% |
| BWX SS SPDR BB Intl Treasury BD | 1.55% | 112,126 | $2.6M | Add +4.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.47% | 61,738 | $2.5M | Reduce -3.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.38% | 9,918 | $2.4M | Add +28.3% |
| IWD iShares Russell 1000 Value E | 1.34% | 11,779 | $2.3M | Reduce -1.1% |
| MDY State Street SPDR S&P Midcap | 1.33% | 4,007 | $2.3M | Reduce -3.0% |
| SPGP Invesco S&P 500 Garp ETF | 1.18% | 18,640 | $2.0M | Add +1.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.09% | 6,090 | $1.9M | Reduce -2.3% |
| ESGE iShares Inc. iShares ESG Awar | 1.06% | 46,255 | $1.8M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 0.90% | 24,842 | $1.5M | Reduce -2.0% |
| AAPL Apple Inc. | 0.69% | 5,715 | $1.2M | Reduce -4.6% |
| MSFT Microsoft Corp. | 0.53% | 1,825 | $908K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 2,756 | $812K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.42% | 6,645 | $716K | Reduce -0.4% |
| BSV Vanguard Short-Term Bond ETF | 0.28% | 6,065 | $477K | Reduce -4.6% |
| MUB iShares National Muni Bond E | 0.27% | 4,455 | $465K | Reduce -0.9% |
| ARCC Ares Capital Corp. | 0.26% | 19,862 | $436K | Add +1.4% |
| VGT Vanguard Info Tech ETF | 0.25% | 638 | $423K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.24% | 1,675 | $403K | Reduce -3.5% |
| CL Colgate-Palmolive Co. | 0.18% | 3,465 | $315K | Reduce -0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.17% | 3,429 | $286K | Add +3.6% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 1,367 | $280K | No change |
| ADP Automatic Data Processing | 0.15% | 847 | $261K | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.14% | 1,309 | $243K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 539 | $236K | Reduce -7.2% |
| JPM JPMorgan Chase & Co. | 0.14% | 815 | $236K | New |
| ABT Abbott Laboratories | 0.12% | 1,473 | $200K | New |
| BTE Baytex Energy Corp. | 0.01% | 13,625 | $24K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| VTIP Vanguard Short-Term Tips | Reduce -0.8% | 7.67% | −0.56 |
| GLD SPDR Gold Shares | Reduce -7.3% | 3.71% | −0.35 |
| VHT Vanguard Health Care ETF | Reduce -0.7% | 2.20% | −0.33 |
| VNQ Vanguard Real Estate ETF | Reduce -0.4% | 3.06% | −0.29 |
| SUB iShares Short-Term National | Reduce -1.7% | 2.45% | −0.20 |
| AAPL Apple Inc. | Reduce -4.6% | 0.69% | −0.15 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.1% | 2.18% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 0.42% | −0.08 |
| IWD iShares Russell 1000 Value E | Reduce -1.1% | 1.34% | −0.07 |
| MDY State Street SPDR S&P Midcap | Reduce -3.0% | 1.33% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.6% | 0.28% | −0.03 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -1.5% | 3.57% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.0% | 0.90% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -0.9% | 0.27% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -0.7% | 0.18% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.6% | 0.15% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -2.2% | 1.74% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -7.2% | 0.14% | +0.00 |
| IQLT iShares MSCI International Q | Reduce -1.4% | 2.65% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.3% | 1.09% | +0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -3.0% | 1.47% | +0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -1.6% | 3.95% | +0.02 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -3.5% | 0.24% | +0.02 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -0.9% | 1.06% | +0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -1.1% | 1.58% | +0.04 |
| EEM iShares MSCI Emerging Market | Reduce -1.1% | 2.81% | +0.05 |
| CGW Invesco S&P Global Water Ind | Reduce -2.5% | 3.26% | +0.07 |
| IWF iShares Russell 1000 Growth | Reduce -2.1% | 1.93% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.3% | 7.08% | +0.61 |
Portfolio Buys Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.4% | 11.84% | +0.39 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +28.3% | 1.38% | +0.30 |
| IWR iShares Russell Mid-Cap ETF | Add +5.7% | 3.32% | +0.21 |
| JPM JPMorgan Chase & Co. | New | 0.14% | +0.14 |
| ABT Abbott Laboratories | New | 0.12% | +0.12 |
| IWM iShares Russell 2000 ETF | Add +0.2% | 9.41% | +0.10 |
| BWX SS SPDR BB Intl Treasury BD | Add +4.7% | 1.55% | +0.07 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.48% | +0.05 |
| ICVT iShares Convertible Bond ETF | Add +0.6% | 2.61% | +0.03 |
| SPGP Invesco S&P 500 Garp ETF | Add +1.7% | 1.18% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.6% | 0.17% | +0.01 |
| ARCC Ares Capital Corp. | Add +1.4% | 0.26% | −0.02 |
| DIVO Amplify CWP Enhan Divid ETF | Add +1.6% | 2.48% | −0.03 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Add +0.4% | 1.78% | −0.06 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.5% | 2.81% | −0.09 |
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 |