Baron Financial Group, LLC Portfolio Holdings

Baron Financial Group, LLC

  • $182 Million
  • Q3 2025

Baron Financial Group, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $182 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $21.8M, Ishares Russell 2000 ETF with a value of $17.9M, Invesco Qqq Trust, Series 1 with a value of $13.2M, Vanguard Sht Trm Inflt Prot Fd with a value of $13.2M, and Ishares Tr Msci Eafe ETF with a value of $7.04M.

Examining the 13F form we can see an increase of $11.8M in the current position value, from $170M to 182M.

Baron Financial Group, LLC is based out at Fair Lawn, NJ

Below you can find more details about Baron Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $182 Million
ETFs: $176 Million
Technology: $3.58 Million
Financial Services: $1 Million
Energy: $798,000
Healthcare: $303,000
Consumer Defensive: $272,000
Industrials: $248,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.8 Million 11.98% of portfolio
32,709
Q3 2025 Added 0.2%
$0
$17.9 Million 9.85% of portfolio
74,035
Q3 2025 Reduced 0.34%
$0
$13.2 Million 7.24% of portfolio
21,919
Q3 2025 Added 0.25%
$0
$13.2 Million 7.24% of portfolio
260,035
Q3 2025 Added 0.04%
$0
$7.04 Million 3.87% of portfolio
75,364
Q3 2025 Added 0.03%
$130B
$6.88 Million 3.79% of portfolio
19,367
Q3 2025 Reduced 6.58%
$0
$6.66 Million 3.66% of portfolio
73,566
Q3 2025 Reduced 0.15%
$0
$6.03 Million 3.32% of portfolio
62,434
Q3 2025 Added 1.59%
$0
$5.61 Million 3.08% of portfolio
87,320
Q3 2025 Reduced 1.69%
$0
$5.42 Million 2.98% of portfolio
59,239
Q3 2025 Added 1.06%
$0
$5.3 Million 2.92% of portfolio
99,331
Q3 2025 Reduced 0.04%
$0
$5.01 Million 2.75% of portfolio
50,035
Q3 2025 Added 1.32%
$0
$4.85 Million 2.67% of portfolio
98,055
Q3 2025 Added 1.45%
$0
$4.6 Million 2.53% of portfolio
104,110
Q3 2025 Reduced 0.49%
$0
$4.53 Million 2.49% of portfolio
101,529
Q3 2025 Added 2.13%
$0
$4.17 Million 2.3% of portfolio
39,095
Q3 2025 Reduced 0.29%
$0
$3.86 Million 2.12% of portfolio
14,856
Q3 2025 Reduced 1.38%
$0
$3.49 Million 1.92% of portfolio
7,578
Q3 2025 Reduced 2.23%
$0
$3.21 Million 1.76% of portfolio
95,316
Q3 2025 Added 1.63%
$0
$3.08 Million 1.69% of portfolio
33,075
Q3 2025 Reduced 0.26%
$0
$2.8 Million 1.54% of portfolio
11,020
Q3 2025 Added 11.11%
$0
$2.79 Million 1.53% of portfolio
121,381
Q3 2025 Added 8.25%
$0
$2.63 Million 1.45% of portfolio
61,568
Q3 2025 Reduced 0.28%
$0
$2.36 Million 1.3% of portfolio
3,958
Q3 2025 Reduced 1.22%
$0
$2.36 Million 1.3% of portfolio
44,035
Q3 2025 Reduced 1.99%
$0
$2.35 Million 1.29% of portfolio
11,611
Q3 2025 Reduced 1.43%
$0
$2.11 Million 1.16% of portfolio
18,610
Q3 2025 Reduced 0.16%
$0
$2.01 Million 1.11% of portfolio
46,337
Q3 2025 Added 0.18%
$0
$1.97 Million 1.08% of portfolio
5,999
Q3 2025 Reduced 1.49%
$4.3T
$1.89 Million 1.04% of portfolio
7,422
Q3 2025 Added 29.87%
$0
$1.61 Million 0.88% of portfolio
24,632
Q3 2025 Reduced 0.85%
$3.78T
$945,000 0.52% of portfolio
1,826
Q3 2025 Added 0.05%
$490B
$749,000 0.41% of portfolio
6,645
Q2 2025 Reduced 0.37%
$266B
$750,000 0.41% of portfolio
2,659
Q3 2025 Reduced 3.52%
$0
$530,000 0.29% of portfolio
25,977
Q3 2025 Added 30.79%
$0
$478,000 0.26% of portfolio
6,065
Q2 2025 Reduced 4.56%
$0
$475,000 0.26% of portfolio
4,465
Q3 2025 Added 0.22%
$0
$459,000 0.25% of portfolio
638
Q3 2024 Reduced 2.3%
$0
$403,000 0.22% of portfolio
1,575
Q3 2025 Reduced 5.97%
$0
$303,000 0.17% of portfolio
9,600
Q3 2025 New
$414B
$303,000 0.17% of portfolio
1,309
Q4 2024 Added 3.23%
$0
$289,000 0.16% of portfolio
3,316
Q3 2025 Reduced 3.3%
$65.7B
$272,000 0.15% of portfolio
3,415
Q3 2025 Reduced 1.44%
$0
$248,000 0.14% of portfolio
1,367
Q4 2023 Added 4.35%
$0
$258,000 0.14% of portfolio
539
Q2 2025 Reduced 7.23%
$881B
$257,000 0.14% of portfolio
815
Q2 2025 New
$104B
$248,000 0.14% of portfolio
848
Q3 2025 Added 0.12%
$98.1B
$217,000 0.12% of portfolio
1,275
Q3 2025 New
$2.03B
$49,000 0.03% of portfolio
13,625
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $182 Million
  • Prior Value $170 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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