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CIK 0001832093 • 6 13F filings • Apr 14, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $274K | 0.2% | 1,309 SH | |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $4.0M | 2.5% | 97,847 SH | |
| APPLE INC | COM | $1.3M | 0.8% | 5,993 SH | |
| ARES CAPITAL CORP | COM | $434K | 0.3% | 19,581 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $260K | 0.2% | 852 SH | |
| BAYTEX ENERGY CORP | COM | $30K | 0.0% | 13,625 SH | |
| COLGATE PALMOLIVE CO | COM | $327K | 0.2% | 3,490 SH | |
| EXXON MOBIL CORP | COM | $793K | 0.5% | 6,670 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $684K | 0.4% | 2,753 SH | |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | $5.1M | 3.2% | 91,112 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | $1.8M | 1.2% | 18,335 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $10.3M | 6.5% | 21,933 SH | |
| ISHARES INC | CORE MSCI EMKT | $2.5M | 1.5% | 45,427 SH | |
| ISHARES INC | ESG AWR MSCI EM | $1.6M | 1.0% | 46,665 SH | |
| ISHARES TR | CONV BD ETF | $4.1M | 2.6% | 49,071 SH | |
| ISHARES TR | CORE MSCI EAFE | $250K | 0.2% | 3,311 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.5M | 0.9% | 25,362 SH | |
| ISHARES TR | CORE S&P SCP ETF | $3.6M | 2.3% | 34,684 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $2.8M | 1.7% | 33,921 SH | |
| ISHARES TR | MSCI EAFE ETF | $6.3M | 3.9% | 76,574 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $4.4M | 2.8% | 100,519 SH | |
| ISHARES TR | MSCI INTL QUALTY | $4.2M | 2.6% | 106,054 SH | |
| ISHARES TR | MSCI USA MMENTM | $351K | 0.2% | 1,735 SH | |
| ISHARES TR | NATIONAL MUN ETF | $474K | 0.3% | 4,495 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $2.9M | 1.8% | 7,914 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $2.2M | 1.4% | 11,904 SH | |
| ISHARES TR | RUS MID CAP ETF | $4.9M | 3.1% | 58,129 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $14.8M | 9.3% | 74,133 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $4.2M | 2.6% | 39,875 SH | |
| MICROSOFT CORP | COM | $685K | 0.4% | 1,825 SH | |
| NEW YORK LIFE INVESTMENTS ET | NYLI HEDGE MULTI | $2.9M | 1.8% | 93,398 SH | |
| SPDR GOLD TR | GOLD SHS | $6.4M | 4.1% | 22,373 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $2.3M | 1.5% | 63,623 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $18.2M | 11.4% | 32,519 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $2.2M | 1.4% | 4,131 SH | |
| SPDR SER TR | BBG CONV SEC ETF | $5.7M | 3.6% | 74,773 SH | |
| SPDR SER TR | BLOOMBERG INTL T | $2.3M | 1.5% | 107,056 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $497K | 0.3% | 6,355 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.6M | 2.9% | 94,335 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $215K | 0.1% | 581 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $5.3M | 3.4% | 58,835 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.7M | 1.1% | 7,730 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 1.1% | 6,235 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $13.1M | 8.2% | 262,175 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $265K | 0.2% | 1,367 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $4.0M | 2.5% | 15,164 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $346K | 0.2% | 638 SH |
| 13F-HR |
| 0002085853-25-000020 |
| $182.5M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000675 | $209.6M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000746 | $170.4M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000326 | $185.4M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000421 | $159.0M | View |