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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 | $342K | 0.2%Prev: 0.2% | 1,309 SH | Increased |
| AMPLIFY ETF TR | AMPLIFY LITHIUM | $235K | 0.1% | 16,450 SH | New |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $5.0M | 2.4%Prev: 2.5% | 108,040 SH | Increased+6,511 SH |
| APPLE INC | COM | $1.9M | 0.9%Prev: 1.0% | 5,737 SH | Increased-1,685 SH |
| ARES CAPITAL CORP | COM | $496K | 0.2%Prev: 0.3% | 25,977 SH | Decreased |
| AUTOMATIC DATA PROCESSING IN | COM | $217K | 0.1%Prev: 0.1% | 840 SH | Decreased-8 SH |
| CITIGROUP INC | COM NEW | $1.0M | 0.5% | 7,809 SH | New |
| COLGATE PALMOLIVE CO | COM | $291K | 0.1%Prev: 0.1% | 3,415 SH | Increased |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $1.1M | 0.5% | 6,645 SH | New |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | $342K | 0.2% | 1,929 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $586K | 0.3%Prev: 0.4% | 2,665 SH | Decreased+6 SH |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | $5.1M | 2.5%Prev: 3.1% | 82,603 SH | Decreased-4,717 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | $2.0M | 1.0%Prev: 1.2% | 17,213 SH | Decreased-1,397 SH |
| INVESCO QQQ TR | UNIT SER 1 | $16.0M | 7.8%Prev: 7.2% | 21,665 SH | Increased-254 SH |
| ISHARES INC | CORE MSCI EMKT | $3.1M | 1.5%Prev: 1.6% | 37,601 SH | Increased-6,434 SH |
| ISHARES INC | ESG AWR MSCI EM | $1.8M | 0.9%Prev: 1.1% | 33,631 SH | Decreased-12,706 SH |
| ISHARES TR | CONV BD ETF | $5.5M | 2.7%Prev: 2.7% | 49,089 SH | Increased-946 SH |
| ISHARES TR | CORE MSCI EAFE | $309K | 0.2%Prev: 0.2% | 3,191 SH | Increased-125 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.8M | 0.9%Prev: 0.9% | 24,422 SH | Increased-210 SH |
| ISHARES TR | CORE S&P SCP ETF | $4.0M | 1.9%Prev: 2.2% | 29,120 SH | Decreased-4,333 SH |
| ISHARES TR | ESG AW MSCI EAFE | $2.8M | 1.4%Prev: 1.7% | 27,600 SH | Decreased-5,475 SH |
| ISHARES TR | ESG MSCI KLD ETF | $214K | 0.1% | 1,465 SH | New |
| ISHARES TR | GL CLEAN ENE ETF | $246K | 0.1% | 14,475 SH | New |
| ISHARES TR | MSCI EAFE ETF | $7.7M | 3.8%Prev: 3.9% | 74,156 SH | Increased-1,208 SH |
| ISHARES TR | MSCI EMG MKT ETF | $6.2M | 3.0%Prev: 2.9% | 93,542 SH | Increased-5,789 SH |
| ISHARES TR | MSCI INTL QUALTY | $4.9M | 2.4%Prev: 2.5% | 99,135 SH | Increased-4,975 SH |
| ISHARES TR | MSCI USA MMENTM | $433K | 0.2%Prev: 0.2% | 1,365 SH | Increased-210 SH |
| ISHARES TR | NATIONAL MUN ETF | $242K | 0.1%Prev: 0.3% | 2,390 SH | Decreased-2,075 SH |
| ISHARES TR | RUS 1000 GRW ETF | $3.6M | 1.8%Prev: 1.9% | 28,952 SH | Increased+21,374 SH |
| ISHARES TR | RUS 1000 VAL ETF | $2.7M | 1.3%Prev: 1.3% | 10,806 SH | Increased-805 SH |
| ISHARES TR | RUS MID CAP ETF | $9.0M | 4.4%Prev: 3.3% | 84,361 SH | Increased+21,927 SH |
| ISHARES TR | RUSSELL 2000 ETF | $19.6M | 9.5%Prev: 9.8% | 70,503 SH | Increased-3,532 SH |
| ISHARES TR | S&P 500 GRWT ETF | $214K | 0.1% | 1,503 SH | New |
| ISHARES TR | SHRT NAT MUN ETF | $4.3M | 2.1%Prev: 2.3% | 40,725 SH | Increased+1,630 SH |
| JPMORGAN CHASE & CO | COM | $270K | 0.1% | 815 SH | New |
| MICROSOFT CORP | COM | $818K | 0.4%Prev: 0.5% | 1,595 SH | Decreased-231 SH |
| NYLIM ETF TR | HEDGE MULTI STRA | $3.6M | 1.7% | 99,257 SH | New |
| PACER FDS TR | DATA AND INFRAST | $830K | 0.4%Prev: 0.2% | 29,298 SH | Increased+19,698 SH |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $211K | 0.1% | 1,255 SH | New |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $952K | 0.5% | 24,127 SH | New |
| SPDR GOLD TR | GOLD SHS | $6.0M | 2.9%Prev: 3.8% | 15,824 SH | Decreased-3,543 SH |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $3.1M | 1.5% | 60,992 SH | New |
| SPDR SERIES TRUST | ST INTL BBG ETF | $3.8M | 1.8% | 177,376 SH | New |
| SPDR SERIES TRUST | ST STR CONV ETF | $7.2M | 3.5% | 71,101 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $25.4M | 12.4% | 33,328 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $2.6M | 1.2% | 3,885 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $452K | 0.2%Prev: 0.3% | 5,920 SH | Decreased-145 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $5.7M | 2.8%Prev: 2.7% | 121,620 SH | Increased+23,565 SH |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $220K | 0.1% | 2,436 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $3.2M | 1.6% | 11,384 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $2.1M | 1.0% | 5,711 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $5.7M | 2.8%Prev: 3.0% | 63,212 SH | Increased+3,973 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $978K | 0.5% | 1,395 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $13.8M | 6.7%Prev: 7.2% | 280,745 SH | Increased+20,710 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $319K | 0.2%Prev: 0.2% | 1,367 SH | Increased |
| VANGUARD WORLD FD | HEALTH CAR ETF | $4.1M | 2.0%Prev: 2.1% | 13,010 SH | Increased-1,846 SH |
| VANGUARD WORLD FD | INF TECH ETF | $631K | 0.3%Prev: 0.3% | 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 |