Data as of Q4 2025 (Dec 31, 2025)

Baron Financial Group, LLC

•CIK: 1832093•Filing: Q4 2025

**Baron Financial Group, LLC** manages $187M across a diversified portfolio of 57 positions. The fund exhibits significant exposure to broad market indices, with top holdings including SPY ($21.9M) and IWM ($18.2M). Notable allocations also target sector and international diversification, evidenced by positions in NDQ ($13.2M), VTIP ($12.7M), and EFA ($7.2M). This structure suggests a systematic, multi-asset approach anchored by core market beta plays.

Total AUM
$186.5M
QoQ Performance
+2.2%
Positions
33
Top 10 Concentration
55.6%
Latest Filing
Q4 2025

Top Holdings Allocation

SPY
IWM
NDQ
VTIP
SPY11.8%
IWM9.7%
NDQ7.1%
VTIP6.8%
EFA3.9%
GQ93.8%
CWB3.5%
IWR3.4%

📈 Biggest Buys

TRVC
CITIGROUP INC
NEW
0.4% of portfolio
NVDA
NVIDIA CORPORATION
NEW
0.3% of portfolio
XLU
SELECT SECTOR SPDR TR
NEW
0.2% of portfolio
BNDX
VANGUARD CHARLOTTE FDS
+7.5%
2.7% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
NEW
0.1% of portfolio

📉 Biggest Sells

GQ9
SPDR GOLD TR
-8.5%
3.8% of portfolio
SPY
SPDR S&P 500 ETF TR
-1.7%
11.8% of portfolio
NDQ
INVESCO QQQ TR
-2.2%
7.1% of portfolio
MUB
ISHARES TR
-45.8%
0.1% of portfolio
IJR
ISHARES TR
-5.4%
2.0% of portfolio

Sector Breakdown

Other85.0%
ETF11.9%
Technology2.4%
Energy0.4%
Healthcare0.2%
Financial0.1%

🚪 Exited Positionssold since Q3 2025

BX
BLACKSTONE INC
SOLD
$217.8K
BTE
BAYTEX ENERGY CORP
SOLD
$31.9K

Changes from Q3 2025

NEW9 new positions
↑12 increased
↓30 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPY11.8%
SPDR S&P 500 ETF TR
$21.9M
IWM9.7%
ISHARES TR
$18.2M
NDQ7.1%
INVESCO QQQ TR
$13.2M
VTIP6.8%
VANGUARD MALVERN FDS
$12.7M
EFA3.9%
ISHARES TR
$7.2M

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