§ 13F · FUND PROFILE
Baron Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $170.4T (13F)Positions · 49Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 32K | $21.9T | 11.8% | −2% |
| 2 | IWM | ISHARES TR | 74K | $18.2T | 9.7% | ±0% |
| 3 | QQQ | INVESCO QQQ TR | 21K | $13.2T | 7.1% | −2% |
| 4 | VTIP | VANGUARD MALVERN FDS | 257K | $12.7T | 6.8% | −1% |
| 5 | EFA | ISHARES TR | 75K | $7.2T | 3.9% | ±0% |
| 6 | GLD | SPDR GOLD TR | 18K | $7.0T | 3.8% | −8% |
| 7 | CWB | SPDR SERIES TRUST | 73K | $6.5T | 3.5% | −1% |
| 8 | IWR | ISHARES TR | 65K | $6.3T | 3.4% | +4% |
| 9 | VNQ | VANGUARD INDEX FDS | 62K | $5.5T | 2.9% | +5% |
| 10 | CGW | INVESCO EXCH TRADED FD TR II | 85K | $5.3T | 2.9% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BARON SIGNAL
AC read
Baron Financial Group, LLC is a Other fund managing $170423.7 trillion in assets. The fund runs a portfolio of 49 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed