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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 | $329K | 0.2%Prev: 0.1% | 1,309 SH | Increased |
| AMPLIFY ETF TR | AMPLIFY LITHIUM | $214K | 0.1% | 13,925 SH | New |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $4.9M | 2.3%Prev: 2.5% | 107,039 SH | Increased+7,627 SH |
| APPLE INC | COM | $1.7M | 0.8%Prev: 0.7% | 5,986 SH | Increased+271 SH |
| ARES CAPITAL CORP | COM | $481K | 0.2%Prev: 0.3% | 25,977 SH | Increased+6,115 SH |
| CITIGROUP INC | COM NEW | $1.1M | 0.5% | 7,809 SH | New |
| COLGATE PALMOLIVE CO | COM | $313K | 0.1%Prev: 0.2% | 3,415 SH | Decreased-50 SH |
| EXXON MOBIL CORP | COM | $917K | 0.4%Prev: 0.4% | 6,711 SH | Increased+66 SH |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | $327K | 0.2% | 1,707 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $748K | 0.4%Prev: 0.5% | 2,661 SH | Decreased-95 SH |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | $5.4M | 2.6%Prev: 3.3% | 82,725 SH | Decreased-6,092 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | $2.2M | 1.0%Prev: 1.2% | 17,775 SH | Increased-865 SH |
| INVESCO QQQ TR | UNIT SER 1 | $16.0M | 7.6%Prev: 7.1% | 21,691 SH | Increased-173 SH |
| ISHARES INC | CORE MSCI EMKT | $3.1M | 1.5%Prev: 1.6% | 37,692 SH | Increased-7,235 SH |
| ISHARES INC | ESG AWR MSCI EM | $2.0M | 0.9%Prev: 1.1% | 36,366 SH | Increased-9,889 SH |
| ISHARES TR | CONV BD ETF | $6.0M | 2.9%Prev: 2.6% | 49,453 SH | Increased+72 SH |
| ISHARES TR | CORE MSCI EAFE | $312K | 0.1%Prev: 0.2% | 3,231 SH | Increased-198 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.8M | 0.9%Prev: 0.9% | 23,337 SH | Increased-1,505 SH |
| ISHARES TR | CORE S&P SCP ETF | $4.4M | 2.1%Prev: 2.2% | 29,855 SH | Increased-4,089 SH |
| ISHARES TR | ESG AW MSCI EAFE | $3.1M | 1.5%Prev: 1.7% | 30,130 SH | Increased-3,031 SH |
| ISHARES TR | ESG MSCI KLD ETF | $209K | 0.1% | 1,465 SH | New |
| ISHARES TR | GL CLEAN ENE ETF | $253K | 0.1% | 12,355 SH | New |
| ISHARES TR | MSCI EAFE ETF | $7.7M | 3.7%Prev: 4.0% | 74,534 SH | Increased-811 SH |
| ISHARES TR | MSCI EMG MKT ETF | $6.4M | 3.1%Prev: 2.8% | 93,833 SH | Increased-5,541 SH |
| ISHARES TR | MSCI INTL QUALTY | $4.9M | 2.4%Prev: 2.7% | 99,720 SH | Increased-4,899 SH |
| ISHARES TR | MSCI USA MMENTM | $504K | 0.2%Prev: 0.2% | 1,470 SH | Increased-205 SH |
| ISHARES TR | NATIONAL MUN ETF | $260K | 0.1%Prev: 0.3% | 2,420 SH | Decreased-2,035 SH |
| ISHARES TR | RUS 1000 GRW ETF | $3.6M | 1.7%Prev: 1.9% | 29,072 SH | Increased+21,321 SH |
| ISHARES TR | RUS 1000 VAL ETF | $2.7M | 1.3%Prev: 1.3% | 11,016 SH | Increased-763 SH |
| ISHARES TR | RUS MID CAP ETF | $8.8M | 4.2%Prev: 3.3% | 79,767 SH | Increased+18,312 SH |
| ISHARES TR | RUSSELL 2000 ETF | $21.6M | 10.3%Prev: 9.4% | 71,916 SH | Increased-2,373 SH |
| ISHARES TR | S&P 500 GRWT ETF | $207K | 0.1% | 1,502 SH | New |
| ISHARES TR | SHRT NAT MUN ETF | $4.3M | 2.1%Prev: 2.4% | 40,800 SH | Increased+1,590 SH |
| JPMORGAN CHASE & CO | COM | $267K | 0.1% | 815 SH | New |
| MICROSOFT CORP | COM | $595K | 0.3%Prev: 0.5% | 1,594 SH | Decreased-231 SH |
| NEW YORK LIFE INVESTMENTS ET | HEDGE MULTI STRA | $3.6M | 1.7% | 98,886 SH | New |
| NVIDIA CORPORATION | COM | $615K | 0.3% | 3,074 SH | New |
| PACER FDS TR | DATA AND INFRAST | $849K | 0.4% | 26,713 SH | New |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $1.0M | 0.5% | 22,212 SH | New |
| SPDR GOLD TR | GOLD SHS | $5.9M | 2.8%Prev: 3.7% | 15,992 SH | Decreased-4,739 SH |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $3.1M | 1.5% | 60,757 SH | New |
| SPDR SERIES TRUST | ST INTL BBG ETF | $3.6M | 1.7% | 164,521 SH | New |
| SPDR SERIES TRUST | ST STR CONV ETF | $7.7M | 3.7% | 71,576 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $24.9M | 11.9% | 33,282 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $2.7M | 1.3% | 3,880 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $463K | 0.2%Prev: 0.3% | 5,940 SH | Decreased-125 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $5.7M | 2.7%Prev: 2.8% | 116,890 SH | Increased+20,235 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $210K | 0.1%Prev: 0.1% | 2,436 SH | Decreased+1,897 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $6.1M | 2.9%Prev: 3.1% | 63,343 SH | Increased+4,728 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $913K | 0.4% | 1,329 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.5M | 1.7%Prev: 1.4% | 11,614 SH | Increased+1,696 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.1M | 1.0%Prev: 1.1% | 5,806 SH | Increased-284 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $13.7M | 6.6%Prev: 7.7% | 273,385 SH | Increased+13,445 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $323K | 0.2%Prev: 0.2% | 1,367 SH | Increased |
| VANGUARD WORLD FD | HEALTH CAR ETF | $4.1M | 2.0%Prev: 2.2% | 13,870 SH | Increased-1,194 SH |
| VANGUARD WORLD FD | INF TECH ETF | $600K | 0.3%Prev: 0.2% | 5,024 SH | Increased+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 |