Latest Baron Financial Group, LLC Stock Portfolio
Baron Financial Group, LLC Performance:
2025 Q3: 4.75%YTD: 8.07%2024: 7.49%
Performance for 2025 Q3 is 4.75%, and YTD is 8.07%, and 2024 is 7.49%.
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 $182.5 Millions as of 30 Sep, 2025.
The top stock holdings of Baron Financial Group, LLC are SPY, IJR, VTIP. The fund has invested 11.9% of it's portfolio in SPDR S&P 500 ETF TR and 9.8% of portfolio in ISHARES TR.
The fund managers got completely rid off ABBOTT LABS (ABT) stocks. They significantly reduced their stock positions in SPDR GOLD TR (GLD), ISHARES TR (IBCE) and INTERNATIONAL BUSINESS MACHS (IBM). Baron Financial Group, LLC opened new stock positions in PACER FDS TR (AFTY) and BLACKSTONE INC (BX). The fund showed a lot of confidence in some stocks as they added substantially to ARES CAPITAL CORP, APPLE INC (AAPL) and VANGUARD INDEX FDS (VB).
The top stock holdings of Baron Financial Group, LLC are SPY, IJR, VTIP. The fund has invested 11.9% of it's portfolio in SPDR S&P 500 ETF TR and 9.8% of portfolio in ISHARES TR.
The fund managers got completely rid off ABBOTT LABS (ABT) stocks. They significantly reduced their stock positions in SPDR GOLD TR (GLD), ISHARES TR (IBCE) and INTERNATIONAL BUSINESS MACHS (IBM). Baron Financial Group, LLC opened new stock positions in PACER FDS TR (AFTY) and BLACKSTONE INC (BX). The fund showed a lot of confidence in some stocks as they added substantially to ARES CAPITAL CORP, APPLE INC (AAPL) and VANGUARD INDEX FDS (VB).
Baron Financial Group, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Baron Financial Group, LLC made a return of 4.75% in the last quarter. In trailing 12 months, it's portfolio return was 8.04%.
New Buys
| Ticker | $ Bought |
|---|---|
| pacer fds tr | 304,128 |
| blackstone inc | 217,834 |
New stocks bought by Baron Financial Group, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ares capital corp | 30.79 |
| apple inc | 29.87 |
| vanguard index fds | 11.11 |
| spdr series trust | 8.25 |
| amplify etf tr | 2.13 |
| new york life investments et | 1.63 |
| ishares tr | 1.59 |
| vanguard charlotte fds | 1.45 |
Additions to existing portfolio by Baron Financial Group, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| spdr gold tr | -6.58 |
| ishares tr | -5.97 |
| international business machs | -3.52 |
| ishares tr | -3.3 |
| ishares tr | -2.23 |
| ishares inc | -1.99 |
| invesco exch traded fd tr ii | -1.69 |
| vanguard index fds | -1.49 |
Baron Financial Group, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| abbott labs | -200,343 |
Baron Financial Group, LLC got rid off the above stocks
Sector Distribution
Baron Financial Group, LLC has about 94.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 94.4 |
| Healthcare | 2.6 |
| Technology | 2 |
Market Cap. Distribution
Baron Financial Group, LLC has about 2.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 94.4 |
| MICRO-CAP | 2.5 |
| MEGA-CAP | 2.3 |
Stocks belong to which Index?
About 5.6% of the stocks held by Baron Financial Group, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 94.4 |
| S&P 500 | 3.1 |
| RUSSELL 2000 | 2.5 |
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 50 stocks in it's portfolio. About 56.8% of the portfolio is in top 10 stocks. CL proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Baron Financial Group, LLC last quarter.
Last Reported on: 08 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.03 | 7,422 | 1,889,910 | added | 29.87 | ||
| AAXJ | ishares tr | 2.29 | 39,095 | 4,174,560 | reduced | -0.29 | ||
| AAXJ | ishares tr | 0.26 | 4,465 | 475,478 | added | 0.22 | ||
| ABBV | abbvie inc | 0.17 | 1,309 | 303,086 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 2.52 | 104,110 | 4,600,620 | reduced | -0.49 | ||
| ADP | automatic data processing in | 0.14 | 848 | 248,822 | added | 0.12 | ||
| AFTY | pacer fds tr | 0.17 | 9,600 | 304,128 | new | |||
| AGGP | new york life investments et | 1.76 | 95,316 | 3,205,480 | added | 1.63 | ||
| AGT | ishares tr | 2.74 | 50,035 | 5,006,000 | added | 1.32 | ||
| AGT | ishares tr | 1.69 | 33,075 | 3,075,310 | reduced | -0.26 | ||
| AMLX | amplify etf tr | 2.48 | 101,529 | 4,525,150 | added | 2.13 | ||
| BIL | spdr series trust | 3.65 | 73,566 | 6,657,720 | reduced | -0.15 | ||
| BIL | spdr series trust | 1.53 | 121,381 | 2,791,760 | added | 8.25 | ||
| BIV | vanguard bd index fds | 0.26 | 6,065 | 478,590 | unchanged | 0.00 | ||
| BNDX | vanguard charlotte fds | 2.66 | 98,055 | 4,849,800 | added | 1.45 | ||
| BX | blackstone inc | 0.12 | 1,275 | 217,834 | new | |||
| CGW | invesco exch traded fd tr ii | 3.07 | 87,320 | 5,609,440 | reduced | -1.69 | ||
| CL | colgate palmolive co | 0.15 | 3,415 | 272,996 | reduced | -1.44 | ||
| CSD | invesco exchange traded fd t | 1.16 | 18,610 | 2,114,470 | reduced | -0.16 | ||