Baron Financial Group, LLC 13F Holdings
CIK 0001832093 · FAIR LAWN, NJ
As of Sep 30, 2025, Baron Financial Group, LLC reported 50 positions worth
CIK 0001832093 · FAIR LAWN, NJ
As of Sep 30, 2025, Baron Financial Group, LLC reported 50 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 32,709 | $21.8M | 11.94% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 74,035 | 7.9M | 9.81% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 260,035 | 3.2M | 7.21% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 21,919 | 3.2M | 7.21% |
| ISHARES MSCI EAFE ETF | EFA | — | 75,364 | $7.0M | 3.86% |
| SPDR GOLD TRUST | GQ9 | — | 19,367 | $6.9M | 3.77% |
| STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF | CWB | — | 73,566 | $6.7M | 3.65% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 62,434 | $6.0M | 3.30% |
| INVESCO S&P GLOBAL WATER INDEX ETF | CGW | — | 87,320 | $5.6M | 3.07% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 59,239 | $5.4M | 2.97% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 99,331 | $5.3M | 2.91% |
| ISHARES CONVERTIBLE BOND ETF | ICVT | — | 50,035 | $5.0M | 2.74% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 98,055 | $4.8M | 2.66% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 104,110 | $4.6M | 2.52% |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | DIVO | — | 101,529 | $4.5M | 2.48% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 39,095 | $4.2M | 2.29% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 33,453 | $4.0M | 2.18% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 14,856 | $3.9M | 2.11% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 7,578 | $3.5M | 1.94% |
| NEW YORK LIFE INVESTMENTS ET | — | — | 95,316 | $3.2M | 1.76% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 33,075 | $3.1M | 1.68% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 44,035 | $2.9M | 1.59% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 11,020 | $2.8M | 1.54% |
| SPDR SERIES TRUST | — | — | 121,381 | $2.8M | 1.53% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 61,568 | $2.6M | 1.44% |