Baron Financial Group, LLC

Q3 2025 13F-HR Holdings

Location
Fair Lawn, NJ
Holdings as of
9/30/2025
Date filed
10/8/2025
Form type
13F-HR
Num holdings
50
Total value ($000)
$182,519
Net value change ($000)
+12,095 (7.1%)
New positions
2
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWM 1,883 11.7%
SPY 1,620 8.0%
QQQ 1,098 9.1%
AAPL 717 61.1%
CWB 568 9.3%
GLD 565 8.9%
ICVT 557 12.5%
EEM 510 10.6%
VB 452 19.2%
IWR 376 6.7%
Top Reduces (Value $000, Stocks/ETFs)
ABT -200 -100.0%
IBM -62 -7.6%
CL -42 -13.3%
ADP -12 -4.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type