Baron Financial Group, LLC
CIK: 0001832093SEC EDGAR →
Portfolio Value
$186.5M
Holdings
57
As of
Q4 2025
New Positions
2
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 32,148 | $21.9M | 11.75% |
| 2 | ISHARES TR | 73,743 | $18.2M | 9.73% |
| 3 | INVESCO QQQ TR | 21,434 | $13.2M | 7.06% |
| 4 | VANGUARD MALVERN FDS | 256,510 | $12.7M | 6.80% |
| 5 | ISHARES TR | 75,230 | $7.2M | 3.87% |
| 6 | SPDR GOLD TR | 17,729 | $7.0M | 3.77% |
| 7 | SPDR SERIES TRUST | 72,501 | $6.5M | 3.47% |
| 8 | ISHARES TR | 65,009 | $6.3M | 3.36% |
| 9 | VANGUARD INDEX FDS | 61,992 | $5.5M | 2.94% |
| 10 | INVESCO EXCH TRADED FD TR II | 84,785 | $5.3M | 2.86% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $159.3M | 85.4% |
| Unknown | 4 | $21.2M | 11.4% |
| Technology | 4 | $4.4M | 2.4% |
| Energy | 1 | $807K | 0.4% |
| Healthcare | 1 | $299K | 0.2% |
| Consumer Defensive | 1 | $269K | 0.1% |
| Industrials | 1 | $218K | 0.1% |