Latest Baron Financial Group, LLC Stock Portfolio

Baron Financial Group, LLC Performance:

2025 Q2: 4.95%YTD: 3.2%2024: 4.61%

Performance for 2025 Q2 is 4.95%, and YTD is 3.2%, and 2024 is 4.61%.

About Baron Financial Group, LLC and 13F Hedge Fund Stock Holdings

Baron Financial Group, LLC is a hedge fund based in FAIR LAWN, NJ. On 21-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $300.7 Millions. In it's latest 13F Holdings report, Baron Financial Group, LLC reported an equity portfolio of $170.4 Millions as of 30 Jun, 2025.

The top stock holdings of Baron Financial Group, LLC are SPY, IJR, VTIP. The fund has invested 11.8% of it's portfolio in SPDR S&P 500 ETF TR and 9.4% of portfolio in ISHARES TR.

They significantly reduced their stock positions in SPDR GOLD TR (GLD), VANGUARD INDEX FDS (VB) and APPLE INC (AAPL). Baron Financial Group, LLC opened new stock positions in JPMORGAN CHASE & CO. (JPM) and ABBOTT LABS (ABT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and SPDR SERIES TRUST (BIL).

Baron Financial Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Baron Financial Group, LLC made a return of 4.95% in the last quarter. In trailing 12 months, it's portfolio return was 6.92%.

New Buys

Ticker	$ Bought
jpmorgan chase & co.	236,277
abbott labs	200,343

New stocks bought by Baron Financial Group, LLC

Additions

Ticker	% Inc.
vanguard index fds	28.31
ishares tr	5.72
spdr series trust	4.74
ishares tr	3.56
vanguard charlotte fds	2.46
invesco exchange traded fd t	1.66
amplify etf tr	1.6
ares capital corp	1.44

Additions to existing portfolio by Baron Financial Group, LLC

Reductions

Ticker	% Reduced
spdr gold tr	-7.34
vanguard index fds	-7.23
apple inc	-4.64
vanguard bd index fds	-4.56
ishares tr	-3.46
spdr s&p midcap 400 etf tr	-3.00
spdr index shs fds	-2.96
invesco exch traded fd tr ii	-2.52

Baron Financial Group, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Baron Financial Group, LLC

Sector Distribution

Baron Financial Group, LLC has about 94.7% of it's holdings in Others sector.

Sector	%
Others	94.7
Healthcare	2.7
Technology	1.7

Market Cap. Distribution

Baron Financial Group, LLC has about 1.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	94.7
MICRO-CAP	2.5
MEGA-CAP	1.9

Stocks belong to which Index?

About 5.4% of the stocks held by Baron Financial Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	94.7
S&P 500	2.9
RUSSELL 2000	2.5

Top 5 Winners (%)		%
MSFT	microsoft corp	32.5 %
IBM	international business machs	18.6 %
QQQ	invesco qqq tr	17.6 %
IJR	ishares tr	17.2 %
JPM	jpmorgan chase & co.	11.2 %

Top 5 Winners ($)		$
SPY	spdr s&p 500 etf tr	1.9 M
QQQ	invesco qqq tr	1.8 M
IJR	ishares tr	1.2 M
IJR	ishares tr	0.6 M
IJR	ishares tr	0.5 M

Top 5 Losers (%)		%
ABBV	abbvie inc	-11.4 %
XOM	exxon mobil corp	-9.4 %
AAPL	apple inc	-7.7 %
CL	colgate palmolive co	-3.0 %

Top 5 Losers ($)		$
AAPL	apple inc	-0.1 M
XOM	exxon mobil corp	-0.1 M
ABBV	abbvie inc	0.0 M
CL	colgate palmolive co	0.0 M

Baron Financial Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Baron Financial Group, LLC

Baron Financial Group, LLC has 49 stocks in it's portfolio. About 56.9% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Baron Financial Group, LLC last quarter.

Last Reported on: 09 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	SPY	spdr s&p 500 etf tr	11.84	32,645	20,169,800	added	0.39
Historical Trend of SPDR S&P 500 ETF TR Position Held By Baron Financial Group, LLC What % of Portfolio is SPY?: Number of SPY shares held: Change in No. of Shares Held:
	IJR	ishares tr	9.41	74,289	16,030,800	added	0.21

	VTIP	vanguard malvern fds	7.67	259,940	13,067,200	reduced	-0.85

	QQQ	invesco qqq tr	7.08	21,864	12,060,900	reduced	-0.31

	IJR	ishares tr	3.95	75,345	6,735,120	reduced	-1.6

	GLD	spdr gold tr	3.71	20,731	6,319,430	reduced	-7.34

	BIL	spdr series trust	3.57	73,673	6,089,810	reduced	-1.47

	IJR	ishares tr	3.32	61,455	5,652,020	added	5.72

	CGW	invesco exch traded fd tr ii	3.26	88,817	5,551,060	reduced	-2.52

	VB	vanguard index fds	3.06	58,615	5,220,250	reduced	-0.37

	IJR	ishares tr	2.81	99,374	4,793,790	reduced	-1.14

	BNDX	vanguard charlotte fds	2.81	96,655	4,785,390	added	2.46

	ACWF	ishares tr	2.65	104,619	4,521,630	reduced	-1.35

	AGT	ishares tr	2.61	49,381	4,449,230	added	0.63

	AMLX	amplify etf tr	2.48	99,412	4,229,980	added	1.6

	AAXJ	ishares tr	2.45	39,210	4,169,590	reduced	-1.67

	VAW	vanguard world fd	2.19	15,064	3,740,990	reduced	-0.66

	IJR	ishares tr	2.18	33,944	3,709,740	reduced	-2.13

	IJR	ishares tr	1.93	7,751	3,290,920	reduced	-2.06

	AGGP	new york life investments et	1.78	93,788	3,031,230	added	0.42