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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 | $299K | 0.2%Prev: 0.2% | 1,309 SH | Decreased |
| AMPLIFY ETF TR | AMPLIFY LITHIUM | $160K | 0.1%Prev: 0.1% | 11,615 SH | Decreased-4,835 SH |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $4.6M | 2.5%Prev: 2.4% | 102,999 SH | Decreased-5,041 SH |
| APPLE INC | COM | $2.1M | 1.1%Prev: 0.9% | 7,762 SH | Increased+2,025 SH |
| ARES CAPITAL CORP | COM | $526K | 0.3%Prev: 0.2% | 25,977 SH | Increased |
| AUTOMATIC DATA PROCESSING IN | COM | $218K | 0.1%Prev: 0.1% | 848 SH | Increased+8 SH |
| CITIGROUP INC | COM NEW | $685K | 0.4%Prev: 0.5% | 5,866 SH | Decreased-1,943 SH |
| COLGATE PALMOLIVE CO | COM | $270K | 0.1%Prev: 0.1% | 3,415 SH | Decreased |
| EXXON MOBIL CORP | COM | $807K | 0.4% | 6,710 SH | New |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | $224K | 0.1% | 1,464 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $783K | 0.4%Prev: 0.3% | 2,644 SH | Increased-21 SH |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | $5.3M | 2.9%Prev: 2.5% | 84,785 SH | Increased+2,182 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | $2.1M | 1.1%Prev: 1.0% | 18,565 SH | Increased+1,352 SH |
| INVESCO QQQ TR | UNIT SER 1 | $13.2M | 7.1%Prev: 7.8% | 21,434 SH | Decreased-231 SH |
| ISHARES INC | CORE MSCI EMKT | $2.8M | 1.5%Prev: 1.5% | 42,290 SH | Decreased+4,689 SH |
| ISHARES INC | ESG AWR MSCI EM | $2.0M | 1.1%Prev: 0.9% | 45,452 SH | Increased+11,821 SH |
| ISHARES TR | CONV BD ETF | $4.9M | 2.6%Prev: 2.7% | 49,720 SH | Decreased+631 SH |
| ISHARES TR | CORE MSCI EAFE | $295K | 0.2%Prev: 0.2% | 3,301 SH | Decreased+110 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.5M | 0.8%Prev: 0.9% | 23,481 SH | Decreased-941 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.8M | 2.0%Prev: 1.9% | 31,657 SH | Decreased+2,537 SH |
| ISHARES TR | ESG AW MSCI EAFE | $3.1M | 1.7%Prev: 1.4% | 32,930 SH | Increased+5,330 SH |
| ISHARES TR | ESG MSCI KLD 400 | $202K | 0.1% | 1,565 SH | New |
| ISHARES TR | GL CLEAN ENE ETF | $173K | 0.1%Prev: 0.1% | 10,530 SH | Decreased-3,945 SH |
| ISHARES TR | MSCI EAFE ETF | $7.2M | 3.9%Prev: 3.8% | 75,230 SH | Decreased+1,074 SH |
| ISHARES TR | MSCI EMG MKT ETF | $5.3M | 2.9%Prev: 3.0% | 97,321 SH | Decreased+3,779 SH |
| ISHARES TR | MSCI INTL QUALTY | $4.6M | 2.5%Prev: 2.4% | 102,055 SH | Decreased+2,920 SH |
| ISHARES TR | MSCI USA MMENTM | $389K | 0.2%Prev: 0.2% | 1,555 SH | Decreased+190 SH |
| ISHARES TR | NATIONAL MUN ETF | $259K | 0.1%Prev: 0.1% | 2,420 SH | Increased+30 SH |
| ISHARES TR | RUS 1000 GRW ETF | $3.5M | 1.9%Prev: 1.8% | 7,488 SH | Decreased-21,464 SH |
| ISHARES TR | RUS 1000 VAL ETF | $2.4M | 1.3%Prev: 1.3% | 11,456 SH | Decreased+650 SH |
| ISHARES TR | RUS MID CAP ETF | $6.3M | 3.4%Prev: 4.4% | 65,009 SH | Decreased-19,352 SH |
| ISHARES TR | RUSSELL 2000 ETF | $18.2M | 9.7%Prev: 9.5% | 73,743 SH | Decreased+3,240 SH |
| ISHARES TR | SHRT NAT MUN ETF | $4.4M | 2.3%Prev: 2.1% | 40,945 SH | Increased+220 SH |
| JPMORGAN CHASE & CO. | COM | $263K | 0.1% | 815 SH | New |
| MICROSOFT CORP | COM | $880K | 0.5%Prev: 0.4% | 1,819 SH | Increased+224 SH |
| NEW YORK LIFE INVESTMENTS ET | NYLI HEDGE MULTI | $3.2M | 1.7% | 96,731 SH | New |
| NVIDIA CORPORATION | COM | $627K | 0.3% | 3,362 SH | New |
| PACER FDS TR | DATA AND INFRAST | $498K | 0.3%Prev: 0.4% | 17,375 SH | Decreased-11,923 SH |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $397K | 0.2% | 9,305 SH | New |
| SPDR GOLD TR | GOLD SHS | $7.0M | 3.8%Prev: 2.9% | 17,729 SH | Increased+1,905 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $2.7M | 1.5% | 60,898 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $21.9M | 11.8% | 32,148 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $2.4M | 1.3% | 3,949 SH | New |
| SPDR SERIES TRUST | BLOOMBERG INTL T | $3.0M | 1.6% | 132,621 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $6.5M | 3.5% | 72,501 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $495K | 0.3%Prev: 0.2% | 6,277 SH | Increased+357 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $5.1M | 2.7%Prev: 2.8% | 105,425 SH | Decreased-16,195 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $243K | 0.1% | 499 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $5.5M | 2.9%Prev: 2.8% | 61,992 SH | Decreased-1,220 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $235K | 0.1%Prev: 0.5% | 375 SH | Decreased-1,020 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.9M | 1.6% | 11,272 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.0M | 1.1% | 5,959 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $12.7M | 6.8%Prev: 6.7% | 256,510 SH | Decreased-24,235 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $300K | 0.2%Prev: 0.2% | 1,367 SH | Decreased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $267K | 0.1% | 4,275 SH | New |
| VANGUARD WORLD FD | HEALTH CAR ETF | $4.2M | 2.2%Prev: 2.0% | 14,466 SH | Increased+1,456 SH |
| VANGUARD WORLD FD | INF TECH ETF | $473K | 0.3%Prev: 0.3% | 628 SH | Decreased-4,396 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 |