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CIK 0001832093 • 6 13F filings • Apr 14, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $200K | 0.1% | 1,473 SH | New |
| ABBVIE INC | COM | $243K | 0.1%Prev: 0.2% | 1,309 SH | Decreased |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $4.2M | 2.5%Prev: 2.6% | 99,412 SH | Decreased-6,147 SH |
| APPLE INC | COM | $1.2M | 0.7%Prev: 0.8% | 5,715 SH | Decreased-269 SH |
| ARES CAPITAL CORP | COM | $436K | 0.3%Prev: 0.3% | 19,862 SH | Decreased-6,115 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $261K | 0.2% | 847 SH | New |
| BAYTEX ENERGY CORP | COM | $24K | 0.0% | 13,625 SH | New |
| COLGATE PALMOLIVE CO | COM | $315K | 0.2%Prev: 0.2% | 3,465 SH | Increased+50 SH |
| EXXON MOBIL CORP | COM | $716K | 0.4%Prev: 0.6% | 6,645 SH | Decreased-65 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $812K | 0.5%Prev: 0.3% | 2,756 SH | Increased+93 SH |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | $5.6M | 3.3%Prev: 2.9% | 88,817 SH | Increased+5,580 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | $2.0M | 1.2%Prev: 1.1% | 18,640 SH | Increased+65 SH |
| INVESCO QQQ TR | UNIT SER 1 | $12.1M | 7.1%Prev: 6.7% | 21,864 SH | Decreased+197 SH |
| ISHARES INC | CORE MSCI EMKT | $2.7M | 1.6%Prev: 1.5% | 44,927 SH | Decreased+5,834 SH |
| ISHARES INC | ESG AWR MSCI EM | $1.8M | 1.1%Prev: 1.0% | 46,255 SH | Decreased+3,669 SH |
| ISHARES TR | CONV BD ETF | $4.4M | 2.6%Prev: 2.7% | 49,381 SH | Decreased-382 SH |
| ISHARES TR | CORE MSCI EAFE | $286K | 0.2%Prev: 0.2% | 3,429 SH | Decreased+183 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.5M | 0.9%Prev: 0.8% | 24,842 SH | Increased+2,030 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.7M | 2.2%Prev: 2.1% | 33,944 SH | Decreased+3,261 SH |
| ISHARES TR | ESG AW MSCI EAFE | $3.0M | 1.7%Prev: 1.7% | 33,161 SH | Decreased+1,071 SH |
| ISHARES TR | MSCI EAFE ETF | $6.7M | 4.0%Prev: 3.9% | 75,345 SH | Decreased+564 SH |
| ISHARES TR | MSCI EMG MKT ETF | $4.8M | 2.8%Prev: 2.9% | 99,374 SH | Decreased+4,403 SH |
| ISHARES TR | MSCI INTL QUALTY | $4.5M | 2.7%Prev: 2.5% | 104,619 SH | Decreased+4,377 SH |
| ISHARES TR | MSCI USA MMENTM | $403K | 0.2%Prev: 0.2% | 1,675 SH | Increased+170 SH |
| ISHARES TR | NATIONAL MUN ETF | $465K | 0.3%Prev: 0.1% | 4,455 SH | Increased+2,035 SH |
| ISHARES TR | RUS 1000 GRW ETF | $3.3M | 1.9%Prev: 1.7% | 7,751 SH | Increased+373 SH |
| ISHARES TR | RUS 1000 VAL ETF | $2.3M | 1.3%Prev: 1.3% | 11,779 SH | Decreased+538 SH |
| ISHARES TR | RUS MID CAP ETF | $5.7M | 3.3%Prev: 3.6% | 61,455 SH | Decreased-6,581 SH |
| ISHARES TR | RUSSELL 2000 ETF | $16.0M | 9.4%Prev: 9.8% | 74,289 SH | Decreased+1,094 SH |
| ISHARES TR | SHRT NAT MUN ETF | $4.2M | 2.4%Prev: 2.4% | 39,210 SH | Decreased-1,720 SH |
| JPMORGAN CHASE & CO. | COM | $236K | 0.1% | 815 SH | New |
| MICROSOFT CORP | COM | $908K | 0.5%Prev: 0.3% | 1,825 SH | Increased+217 SH |
| NEW YORK LIFE INVESTMENTS ET | NYLI HEDGE MULTI | $3.0M | 1.8%Prev: 1.8% | 93,788 SH | Decreased-4,583 SH |
| SPDR GOLD TR | GOLD SHS | $6.3M | 3.7%Prev: 3.8% | 20,731 SH | Decreased+4,449 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $2.5M | 1.5% | 61,738 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $20.2M | 11.8% | 32,645 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $2.3M | 1.3% | 4,007 SH | New |
| SPDR SERIES TRUST | BBG CONV SEC ETF | $6.1M | 3.6% | 73,673 SH | New |
| SPDR SERIES TRUST | BLOOMBERG INTL T | $2.6M | 1.5%Prev: 1.8% | 112,126 SH | Decreased-36,765 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $477K | 0.3%Prev: 0.3% | 6,065 SH | Increased+80 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.8M | 2.8%Prev: 2.9% | 96,655 SH | Decreased-15,317 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $236K | 0.1% | 539 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $5.2M | 3.1%Prev: 3.0% | 58,615 SH | Decreased-5,040 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.4M | 1.4%Prev: 1.6% | 9,918 SH | Decreased-1,632 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.9M | 1.1%Prev: 1.0% | 6,090 SH | Decreased+203 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $13.1M | 7.7%Prev: 7.1% | 259,940 SH | Decreased-4,150 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $280K | 0.2%Prev: 0.2% | 1,367 SH | Decreased |
| VANGUARD WORLD FD | HEALTH CAR ETF | $3.7M | 2.2%Prev: 2.1% | 15,064 SH | Decreased+620 SH |
| VANGUARD WORLD FD | INF TECH ETF | $423K | 0.2%Prev: 0.2% | 638 SH | Decreased+10 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 |