Baron Financial Group, LLC

CIK 0001832093 • 6 13F filings • Apr 14, 2025 – Jul 9, 2026

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Filer information

Filed by: Baron Financial Group, LLC, Chief Compliance Officer
Address: 16-00 State Route 208 South, Suite 104, Fair Lawn, NJ, 07410
Phone: 201-791-640
AUM: $186.5M

AUM over time

$205.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareFinancialsEnergyOther

Holdings by filing

Portfolio value: $185.4M53 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$285K	0.2%Prev: 0.2%	1,309 SH	Increased
AMPLIFY ETF TR	AMPLIFY LITHIUM	$192K	0.1%	12,880 SH	New
AMPLIFY ETF TR	CWP ENHANCED DIV	$4.7M	2.6%Prev: 2.5%	105,559 SH	Increased+7,712 SH
APPLE INC	COM	$1.5M	0.8%Prev: 0.8%	5,984 SH	Increased-9 SH
ARES CAPITAL CORP	COM	$468K	0.3%Prev: 0.3%	25,977 SH	Increased+6,396 SH
CITIGROUP INC	COM NEW	$646K	0.3%	5,700 SH	New
COLGATE PALMOLIVE CO	COM	$291K	0.2%Prev: 0.2%	3,415 SH	Decreased-75 SH
EXXON MOBIL CORP	COM	$1.1M	0.6%Prev: 0.5%	6,710 SH	Increased+40 SH
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$261K	0.1%	1,595 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$645K	0.3%Prev: 0.4%	2,663 SH	Decreased-90 SH
INVESCO EXCH TRADED FD TR II	S&P GBL WATER	$5.3M	2.9%Prev: 3.2%	83,237 SH	Increased-7,875 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$2.0M	1.1%Prev: 1.2%	18,575 SH	Increased+240 SH
INVESCO QQQ TR	UNIT SER 1	$12.5M	6.7%Prev: 6.5%	21,667 SH	Increased-266 SH
ISHARES INC	CORE MSCI EMKT	$2.7M	1.5%Prev: 1.5%	39,093 SH	Increased-6,334 SH
ISHARES INC	ESG AWR MSCI EM	$1.9M	1.0%Prev: 1.0%	42,586 SH	Increased-4,079 SH
ISHARES TR	CONV BD ETF	$5.1M	2.7%Prev: 2.6%	49,763 SH	Increased+692 SH
ISHARES TR	CORE MSCI EAFE	$294K	0.2%Prev: 0.2%	3,246 SH	Increased-65 SH
ISHARES TR	CORE S&P MCP ETF	$1.5M	0.8%Prev: 0.9%	22,812 SH	Increased-2,550 SH
ISHARES TR	CORE S&P SCP ETF	$3.8M	2.1%Prev: 2.3%	30,683 SH	Increased-4,001 SH
ISHARES TR	ESG AW MSCI EAFE	$3.1M	1.7%Prev: 1.7%	32,090 SH	Increased-1,831 SH
ISHARES TR	GL CLEAN ENE ETF	$210K	0.1%	11,500 SH	New
ISHARES TR	MSCI EAFE ETF	$7.3M	3.9%Prev: 3.9%	74,781 SH	Increased-1,793 SH
ISHARES TR	MSCI EMG MKT ETF	$5.4M	2.9%Prev: 2.8%	94,971 SH	Increased-5,548 SH
ISHARES TR	MSCI INTL QUALTY	$4.6M	2.5%Prev: 2.6%	100,242 SH	Increased-5,812 SH
ISHARES TR	MSCI USA MMENTM	$361K	0.2%Prev: 0.2%	1,505 SH	Increased-230 SH
ISHARES TR	NATIONAL MUN ETF	$257K	0.1%Prev: 0.3%	2,420 SH	Decreased-2,075 SH
ISHARES TR	RUS 1000 GRW ETF	$3.1M	1.7%Prev: 1.8%	7,378 SH	Increased-536 SH
ISHARES TR	RUS 1000 VAL ETF	$2.4M	1.3%Prev: 1.4%	11,241 SH	Increased-663 SH
ISHARES TR	RUS MID CAP ETF	$6.6M	3.6%Prev: 3.1%	68,036 SH	Increased+9,907 SH
ISHARES TR	RUSSELL 2000 ETF	$18.2M	9.8%Prev: 9.3%	73,195 SH	Increased-938 SH
ISHARES TR	SHRT NAT MUN ETF	$4.4M	2.4%Prev: 2.6%	40,930 SH	Increased+1,055 SH
JPMORGAN CHASE & CO	COM	$240K	0.1%	815 SH	New
MICROSOFT CORP	COM	$595K	0.3%Prev: 0.4%	1,608 SH	Decreased-217 SH
NEW YORK LIFE INVESTMENTS ET	NYLI HEDGE MULTI	$3.4M	1.8%Prev: 1.8%	98,371 SH	Increased+4,973 SH
NVIDIA CORPORATION	COM	$535K	0.3%	3,065 SH	New
PACER FDS TR	DATA AND INFRAST	$746K	0.4%	23,910 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$683K	0.4%	14,880 SH	New
SPDR GOLD TR	GOLD SHS	$7.0M	3.8%Prev: 4.1%	16,282 SH	Increased-6,091 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$2.8M	1.5%	60,578 SH	New
SPDR SERIES TRUST	BLOOMBERG INTL T	$3.3M	1.8%	148,891 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$6.6M	3.6%	72,386 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$21.2M	11.5%	32,652 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.4M	1.3%	3,887 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$469K	0.3%Prev: 0.3%	5,985 SH	Decreased-370 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$5.4M	2.9%Prev: 2.9%	111,972 SH	Increased+17,637 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$5.6M	3.0%Prev: 3.4%	63,655 SH	Increased+4,820 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$442K	0.2%	739 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$3.0M	1.6%Prev: 1.1%	11,550 SH	Increased+3,820 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	1.0%Prev: 1.1%	5,887 SH	Increased-348 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$13.2M	7.1%Prev: 8.2%	264,090 SH	Increased+1,915 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$294K	0.2%Prev: 0.2%	1,367 SH	Increased
VANGUARD WORLD FD	HEALTH CAR ETF	$3.9M	2.1%Prev: 2.5%	14,444 SH	Decreased-720 SH
VANGUARD WORLD FD	INF TECH ETF	$438K	0.2%Prev: 0.2%	628 SH	Increased-10 SH

Sold (vs prior filing)

AUTOMATIC DATA PROCESSING IN — $260K
BAYTEX ENERGY CORP — $30K
SPDR INDEX SHS FDS — $2.3M
SPDR S&P 500 ETF TR — $18.2M
SPDR S&P MIDCAP 400 ETF TR — $2.2M
SPDR SER TR — $5.7M
SPDR SER TR — $2.3M
VANGUARD INDEX FDS — $215K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 9, 2026	Q4 2025	13F-HR	0002085853-26-000019	$186.5M	View
Oct 9, 2026	Q3 2026	13F-HR	0002085853-26-001129	$205.3M	View
Oct 8, 2025	Q3 2025