Latest Baron Financial Group, LLC Stock Portfolio

Baron Financial Group, LLC Performance:

2025 Q4: 1.3%YTD: 14.42%2024: 7.45%

Performance for 2025 Q4 is 1.3%, and YTD is 14.42%, and 2024 is 7.45%.

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 $186.5 Millions as of 31 Dec, 2025.

The top stock holdings of Baron Financial Group, LLC are SPY, IJR, QQQ. The fund has invested 11.8% of it's portfolio in SPDR S&P 500 ETF TR and 9.7% of portfolio in ISHARES TR.

The fund managers got completely rid off BLACKSTONE INC (BX) and BAYTEX ENERGY CORP stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), SPDR GOLD TR (GLD) and VANGUARD INDEX FDS (VB). Baron Financial Group, LLC opened new stock positions in CITIGROUP INC (C), NVIDIA CORPORATION (NVDA) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to PACER FDS TR (AFTY), SPDR SERIES TRUST (BIL) and VANGUARD CHARLOTTE FDS (BNDX).

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

Our best estimate is that Baron Financial Group, LLC made a return of 1.3% in the last quarter. In trailing 12 months, it's portfolio return was 14.42%.

Performance
S&P 500

New Buys

Ticker	$ Bought
citigroup inc	684,504
nvidia corporation	627,004
select sector spdr tr	397,231
vanguard tax-managed fds	267,081
vanguard index fds	234,971
first tr exchange traded fd	224,022
ishares tr	201,619
ishares tr	173,008

New stocks bought by Baron Financial Group, LLC

Additions

Ticker	% Inc.
pacer fds tr	80.99
spdr series trust	9.26
vanguard charlotte fds	7.52
ishares tr	4.73
vanguard index fds	4.65
apple inc	4.58
ishares tr	4.12
vanguard bd index fds	3.5

Additions to existing portfolio by Baron Financial Group, LLC

Reductions

Ticker	% Reduced
ishares tr	-45.8
spdr gold tr	-8.46
vanguard index fds	-7.42
ishares tr	-5.37
ishares tr	-4.67
ishares inc	-3.96
invesco exch traded fd tr ii	-2.9
vanguard world fd	-2.63

Baron Financial Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
baytex energy corp	-31,883
blackstone inc	-217,834

Baron Financial Group, LLC got rid off the above stocks

Sector Distribution

Baron Financial Group, LLC has about 93.7% of it's holdings in Others sector.

Sector	%
Others	93.7
Healthcare	2.7
Technology	2.4

Market Cap. Distribution

Baron Financial Group, LLC has about 2.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	93.7
MEGA-CAP	2.7
MICRO-CAP	2.5

Stocks belong to which Index?

About 6.2% of the stocks held by Baron Financial Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	93.7
S&P 500	3.7
RUSSELL 2000	2.5

Top 5 Winners (%)		%
GLD	spdr gold tr	11.0 %
VAW	vanguard world fd	10.7 %
XOM	exxon mobil corp	6.7 %
AAPL	apple inc	6.6 %
IBM	international business machs	5.0 %

Top 5 Winners ($)		$
GLD	spdr gold tr	0.8 M
SPY	spdr s&p 500 etf tr	0.5 M
VAW	vanguard world fd	0.4 M
IJR	ishares tr	0.3 M
QQQ	invesco qqq tr	0.3 M

Top 5 Losers (%)		%
ADP	automatic data processing in	-12.3 %
AFTY	pacer fds tr	-7.6 %
MSFT	microsoft corp	-6.6 %
VB	vanguard index fds	-3.1 %
IBCE	ishares tr	-2.4 %

Top 5 Losers ($)		$
VTIP	vanguard malvern fds	-0.3 M
VB	vanguard index fds	-0.2 M
BNDX	vanguard charlotte fds	-0.1 M
CGW	invesco exch traded fd tr ii	-0.1 M
BIL	spdr series trust	-0.1 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 57 stocks in it's portfolio. About 55.6% of the portfolio is in top 10 stocks. VTIP proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for Baron Financial Group, LLC last quarter.

Last Reported on: 09 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.13	7,762	2,110,110	added	4.58

AAXJ	ishares tr	2.34	40,945	4,368,830	added	4.73

AAXJ	ishares tr	0.14	2,420	259,207	reduced	-45.8

AAXJ	ishares tr	0.11	1,565	201,619	new

AAXJ	ishares tr	0.09	10,530	173,008	new

ABBV	abbvie inc	0.16	1,309	299,094	unchanged	0.00

ACWF	ishares tr	2.49	102,055	4,638,400	reduced	-1.97

ADP	automatic data processing in	0.12	848	218,191	unchanged	0.00

AFTY	pacer fds tr	0.27	17,375	497,620	added	80.99

AGGP	new york life investments et	1.74	96,731	3,241,460	added	1.48

AGT	ishares tr	2.63	49,720	4,897,420	reduced	-0.63

AGT	ishares tr	1.68	32,930	3,131,310	reduced	-0.44

AMLX	amplify etf tr	2.46	102,999	4,583,460	added	1.45

AMLX	amplify etf tr	0.09	11,615	160,287	new

BIL	spdr series trust	3.47	72,501	6,467,090	reduced	-1.45

BIL	spdr series trust	1.60	132,621	2,987,950	added	9.26

BIV	vanguard bd index fds	0.26	6,277	494,691	added	3.5

BNDX	vanguard charlotte fds	2.73	105,425	5,094,140	added	7.52

BX	blackstone inc	0.00	0.00	0.00	sold off	-100

C	citigroup inc	0.37	5,866	684,504	new