Baring Financial LLC Portfolio Holdings

Baring Financial LLC

  • $164 Billion
  • Q4 2025

Baring Financial LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $164 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $16B, Invesco Exchange Traded Fd Tr with a value of $12.2B, Vanguard Mega Cap Growth ETF with a value of $9.17B, Schwab Strategic Tr Us Large C with a value of $6.87B, and Dimensional ETF Tr with a value of $6.26B.

Examining the 13F form we can see an increase of $17.5B in the current position value, from $147B to 164B.

Baring Financial LLC is based out at Bellingham, WA

Below you can find more details about Baring Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $164 Billion
ETFs: $122 Billion
Technology: $11.7 Billion
Financial Services: $7.07 Billion
Industrials: $5.16 Billion
Real Estate: $4.12 Billion
Consumer Cyclical: $3.82 Billion
Communication Services: $2.68 Billion
Consumer Defensive: $1.97 Billion
Other: $2.94 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $164 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track Baring Financial LLC Portfolio

Follow Baring Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baring Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baring Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email