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Baron Financial Group, LLC

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13F filer, CIK 1832093, Fair Lawn, NJ

Baron Financial Group, LLC reported $182,518,776 across 50 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-08. Its ten largest share positions make up 56.79% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-25-000020

Period
2025-09-30
Reported value
$183M
Holdings
50
Top 10 weight
56.79%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AAPLadded+1,707$435K
SRVRnew+9,600$304K
VBadded+1,102$280K
BXnew+1,275$218K
BWXadded+9,255$213K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GLDreduced-1,364-$485K
ABTexited-1,473-$200K
CGWreduced-1,497-$96.2K
IWFreduced-173-$81K
IWMreduced-254-$61.5K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002085853-25-000020, largest first. % of portfolio is the value over $182,518,776, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,457 shares; 2025Q1: 32,519 shares; 2025Q2: 32,645 shares; 2025Q3: 32,709 shares 32,709$21.8M11.94%+64Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,620 shares; 2025Q1: 74,133 shares; 2025Q2: 74,289 shares; 2025Q3: 74,035 shares 74,035$17.9M9.81%-254Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262,890 shares; 2025Q1: 262,175 shares; 2025Q2: 259,940 shares; 2025Q3: 260,035 shares 260,035$13.2M7.21%+95Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,075 shares; 2025Q1: 21,933 shares; 2025Q2: 21,864 shares; 2025Q3: 21,919 shares 21,919$13.2M7.21%+55Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,556 shares; 2025Q1: 76,574 shares; 2025Q2: 75,345 shares; 2025Q3: 75,364 shares 75,364$7.04M3.86%+19Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,735 shares; 2025Q1: 22,373 shares; 2025Q2: 20,731 shares; 2025Q3: 19,367 shares 19,367$6.88M3.77%-1,364Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,900 shares; 2025Q1: 74,773 shares; 2025Q2: 73,673 shares; 2025Q3: 73,566 shares 73,566$6.66M3.65%-107Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,700 shares; 2025Q1: 58,129 shares; 2025Q2: 61,455 shares; 2025Q3: 62,434 shares 62,434$6.03M3.3%+979Timeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,688 shares; 2025Q1: 91,112 shares; 2025Q2: 88,817 shares; 2025Q3: 87,320 shares 87,320$5.61M3.07%-1,497Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,681 shares; 2025Q1: 58,835 shares; 2025Q2: 58,615 shares; 2025Q3: 59,239 shares 59,239$5.42M2.97%+624Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,439 shares; 2025Q1: 100,519 shares; 2025Q2: 99,374 shares; 2025Q3: 99,331 shares 99,331$5.3M2.91%-43Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,818 shares; 2025Q1: 49,071 shares; 2025Q2: 49,381 shares; 2025Q3: 50,035 shares 50,035$5.01M2.74%+654Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,335 shares; 2025Q1: 94,335 shares; 2025Q2: 96,655 shares; 2025Q3: 98,055 shares 98,055$4.85M2.66%+1,400Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,205 shares; 2025Q1: 106,054 shares; 2025Q2: 104,619 shares; 2025Q3: 104,110 shares 104,110$4.6M2.52%-509Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,720 shares; 2025Q1: 97,847 shares; 2025Q2: 99,412 shares; 2025Q3: 101,529 shares 101,529$4.53M2.48%+2,117Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,890 shares; 2025Q1: 39,875 shares; 2025Q2: 39,210 shares; 2025Q3: 39,095 shares 39,095$4.17M2.29%-115Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,244 shares; 2025Q1: 34,684 shares; 2025Q2: 33,944 shares; 2025Q3: 33,453 shares 33,453$3.98M2.18%-491Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,162 shares; 2025Q1: 15,164 shares; 2025Q2: 15,064 shares; 2025Q3: 14,856 shares 14,856$3.86M2.11%-208Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,270 shares; 2025Q1: 7,914 shares; 2025Q2: 7,751 shares; 2025Q3: 7,578 shares 7,578$3.55M1.94%-173Timeline
QAINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,968 shares; 2025Q1: 93,398 shares; 2025Q2: 93,788 shares; 2025Q3: 95,316 shares 95,316$3.21M1.76%+1,528Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,013 shares; 2025Q1: 33,921 shares; 2025Q2: 33,161 shares; 2025Q3: 33,075 shares 33,075$3.08M1.68%-86Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,766 shares; 2025Q1: 45,427 shares; 2025Q2: 44,927 shares; 2025Q3: 44,035 shares 44,035$2.9M1.59%-892Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,506 shares; 2025Q1: 7,730 shares; 2025Q2: 9,918 shares; 2025Q3: 11,020 shares 11,020$2.8M1.54%+1,102Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,801 shares; 2025Q1: 107,056 shares; 2025Q2: 112,126 shares; 2025Q3: 121,381 shares 121,381$2.79M1.53%+9,255Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,793 shares; 2025Q1: 63,623 shares; 2025Q2: 61,738 shares; 2025Q3: 61,568 shares 61,568$2.63M1.44%-170Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,119 shares; 2025Q1: 11,904 shares; 2025Q2: 11,779 shares; 2025Q3: 11,611 shares 11,611$2.36M1.3%-168Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,154 shares; 2025Q1: 4,131 shares; 2025Q2: 4,007 shares; 2025Q3: 3,958 shares 3,958$2.36M1.29%-49Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,232 shares; 2025Q1: 18,335 shares; 2025Q2: 18,640 shares; 2025Q3: 18,610 shares 18,610$2.11M1.16%-30Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,223 shares; 2025Q1: 46,665 shares; 2025Q2: 46,255 shares; 2025Q3: 46,337 shares 46,337$2.01M1.1%+82Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,285 shares; 2025Q1: 6,235 shares; 2025Q2: 6,090 shares; 2025Q3: 5,999 shares 5,999$1.97M1.08%-91Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,901 shares; 2025Q1: 5,993 shares; 2025Q2: 5,715 shares; 2025Q3: 7,422 shares 7,422$1.89M1.04%+1,707Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,765 shares; 2025Q1: 25,362 shares; 2025Q2: 24,842 shares; 2025Q3: 24,632 shares 24,632$1.61M0.88%-210Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,851 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,826 shares 1,826$946K0.52%+1Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,349 shares; 2025Q1: 2,753 shares; 2025Q2: 2,756 shares; 2025Q3: 2,659 shares 2,659$750K0.41%-97Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,670 shares; 2025Q1: 6,670 shares; 2025Q2: 6,645 shares; 2025Q3: 6,645 shares 6,645$749K0.41%0Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,307 shares; 2025Q1: 19,581 shares; 2025Q2: 19,862 shares; 2025Q3: 25,977 shares 25,977$530K0.29%+6,115Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,385 shares; 2025Q1: 6,355 shares; 2025Q2: 6,065 shares; 2025Q3: 6,065 shares 6,065$479K0.26%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 638 shares; 2025Q3: 638 shares 638$476K0.26%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,500 shares; 2025Q1: 4,495 shares; 2025Q2: 4,455 shares; 2025Q3: 4,465 shares 4,465$475K0.26%+10Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,936 shares; 2025Q1: 1,735 shares; 2025Q2: 1,675 shares; 2025Q3: 1,575 shares 1,575$404K0.22%-100Timeline
SRVRPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,600 shares 9,600$304K0.17%newTimeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,309 shares; 2025Q3: 1,309 shares 1,309$303K0.17%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares 1,367$295K0.16%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,236 shares; 2025Q1: 3,311 shares; 2025Q2: 3,429 shares; 2025Q3: 3,316 shares 3,316$290K0.16%-113Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,490 shares; 2025Q1: 3,490 shares; 2025Q2: 3,465 shares; 2025Q3: 3,415 shares 3,415$273K0.15%-50Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 681 shares; 2025Q1: 581 shares; 2025Q2: 539 shares; 2025Q3: 539 shares 539$259K0.14%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: 815 shares 815$257K0.14%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 851 shares; 2025Q1: 852 shares; 2025Q2: 847 shares; 2025Q3: 848 shares 848$249K0.14%+1Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,275 shares 1,275$218K0.12%newTimeline
BTEBAYTEX ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,625 shares; 2025Q1: 13,625 shares; 2025Q2: 13,625 shares; 2025Q3: 13,625 shares 13,625$31.9K0.02%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ABTABBOTT LABORATORIES1,473$200Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002085853-25-000020 base2025-10-08acceptance time not in the bulk data set