Baron Financial Group, LLC Portfolio Holdings
Baron Financial Group, LLC
- $184 Million
- Q4 2025
Baron Financial Group, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $184 Million distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $21.4M, Ishares Russell 2000 ETF with a value of $17.5M, Invesco Qqq Trust, Series 1 with a value of $12.9M, Vanguard Sht Trm Inflt Prot Fd with a value of $12.8M, and Ishares Tr Msci Eafe ETF with a value of $7.17M.
Examining the 13F form we can see an increase of $2.16M in the current position value, from $182M to 184M.
Baron Financial Group, LLC is based out at Fair Lawn, NJ
Below you can find more details about Baron Financial Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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