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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 | $303K | 0.2%Prev: 0.2% | 1,309 SH | Decreased |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $4.5M | 2.5%Prev: 2.3% | 101,529 SH | Decreased-5,510 SH |
| APPLE INC | COM | $1.9M | 1.0%Prev: 0.8% | 7,422 SH | Increased+1,436 SH |
| ARES CAPITAL CORP | COM | $530K | 0.3%Prev: 0.2% | 25,977 SH | Increased |
| AUTOMATIC DATA PROCESSING IN | COM | $249K | 0.1% | 848 SH | New |
| BAYTEX ENERGY CORP | COM | $32K | 0.0% | 13,625 SH | New |
| BLACKSTONE INC | COM | $218K | 0.1% | 1,275 SH | New |
| COLGATE PALMOLIVE CO | COM | $273K | 0.1%Prev: 0.1% | 3,415 SH | Decreased |
| EXXON MOBIL CORP | COM | $749K | 0.4%Prev: 0.4% | 6,645 SH | Decreased-66 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $750K | 0.4%Prev: 0.4% | 2,659 SH | Increased-2 SH |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | $5.6M | 3.1%Prev: 2.6% | 87,320 SH | Increased+4,595 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | $2.1M | 1.2%Prev: 1.0% | 18,610 SH | Decreased+835 SH |
| INVESCO QQQ TR | UNIT SER 1 | $13.2M | 7.2%Prev: 7.6% | 21,919 SH | Decreased+228 SH |
| ISHARES INC | CORE MSCI EMKT | $2.9M | 1.6%Prev: 1.5% | 44,035 SH | Decreased+6,343 SH |
| ISHARES INC | ESG AWR MSCI EM | $2.0M | 1.1%Prev: 0.9% | 46,337 SH | Increased+9,971 SH |
| ISHARES TR | CONV BD ETF | $5.0M | 2.7%Prev: 2.9% | 50,035 SH | Decreased+582 SH |
| ISHARES TR | CORE MSCI EAFE | $290K | 0.2%Prev: 0.1% | 3,316 SH | Decreased+85 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.6M | 0.9%Prev: 0.9% | 24,632 SH | Decreased+1,295 SH |
| ISHARES TR | CORE S&P SCP ETF | $4.0M | 2.2%Prev: 2.1% | 33,453 SH | Decreased+3,598 SH |
| ISHARES TR | ESG AW MSCI EAFE | $3.1M | 1.7%Prev: 1.5% | 33,075 SH | Decreased+2,945 SH |
| ISHARES TR | MSCI EAFE ETF | $7.0M | 3.9%Prev: 3.7% | 75,364 SH | Decreased+830 SH |
| ISHARES TR | MSCI EMG MKT ETF | $5.3M | 2.9%Prev: 3.1% | 99,331 SH | Decreased+5,498 SH |
| ISHARES TR | MSCI INTL QUALTY | $4.6M | 2.5%Prev: 2.4% | 104,110 SH | Decreased+4,390 SH |
| ISHARES TR | MSCI USA MMENTM | $404K | 0.2%Prev: 0.2% | 1,575 SH | Decreased+105 SH |
| ISHARES TR | NATIONAL MUN ETF | $475K | 0.3%Prev: 0.1% | 4,465 SH | Increased+2,045 SH |
| ISHARES TR | RUS 1000 GRW ETF | $3.5M | 1.9%Prev: 1.7% | 7,578 SH | Decreased-21,494 SH |
| ISHARES TR | RUS 1000 VAL ETF | $2.4M | 1.3%Prev: 1.3% | 11,611 SH | Decreased+595 SH |
| ISHARES TR | RUS MID CAP ETF | $6.0M | 3.3%Prev: 4.2% | 62,434 SH | Decreased-17,333 SH |
| ISHARES TR | RUSSELL 2000 ETF | $17.9M | 9.8%Prev: 10.3% | 74,035 SH | Decreased+2,119 SH |
| ISHARES TR | SHRT NAT MUN ETF | $4.2M | 2.3%Prev: 2.1% | 39,095 SH | Decreased-1,705 SH |
| JPMORGAN CHASE & CO. | COM | $257K | 0.1% | 815 SH | New |
| MICROSOFT CORP | COM | $946K | 0.5%Prev: 0.3% | 1,826 SH | Increased+232 SH |
| NEW YORK LIFE INVESTMENTS ET | NYLI HEDGE MULTI | $3.2M | 1.8% | 95,316 SH | New |
| PACER FDS TR | DATA AND INFRAST | $304K | 0.2%Prev: 0.4% | 9,600 SH | Decreased-17,113 SH |
| SPDR GOLD TR | GOLD SHS | $6.9M | 3.8%Prev: 2.8% | 19,367 SH | Increased+3,375 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $2.6M | 1.4% | 61,568 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $21.8M | 11.9% | 32,709 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $2.4M | 1.3% | 3,958 SH | New |
| SPDR SERIES TRUST | BBG CONV SEC ETF | $6.7M | 3.6% | 73,566 SH | New |
| SPDR SERIES TRUST | BLOOMBERG INTL T | $2.8M | 1.5% | 121,381 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $479K | 0.3%Prev: 0.2% | 6,065 SH | Increased+125 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.8M | 2.7%Prev: 2.7% | 98,055 SH | Decreased-18,835 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $259K | 0.1%Prev: 0.1% | 539 SH | Increased-1,897 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $5.4M | 3.0%Prev: 2.9% | 59,239 SH | Decreased-4,104 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.8M | 1.5%Prev: 1.7% | 11,020 SH | Decreased-594 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.0M | 1.1%Prev: 1.0% | 5,999 SH | Decreased+193 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $13.2M | 7.2%Prev: 6.6% | 260,035 SH | Decreased-13,350 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $295K | 0.2%Prev: 0.2% | 1,367 SH | Decreased |
| VANGUARD WORLD FD | HEALTH CAR ETF | $3.9M | 2.1%Prev: 2.0% | 14,856 SH | Decreased+986 SH |
| VANGUARD WORLD FD | INF TECH ETF | $476K | 0.3%Prev: 0.3% | 638 SH | Decreased-4,386 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 |