Baron Financial Group, LLC Portfolio Holdings
Baron Financial Group, LLC
- $170 Million
- Q2 2025
Baron Financial Group, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $170 Million distributed in 49 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 $20.2M, Ishares Russell 2000 ETF with a value of $16M, Vanguard Sht Trm Inflt Prot Fd with a value of $13.1M, Invesco Qqq Trust, Series 1 with a value of $12.1M, and Ishares Tr Msci Eafe ETF with a value of $6.74M.
Examining the 13F form we can see an increase of $11.1M in the current position value, from $159M to 170M.
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.