Baron Financial Group, LLC

Q4 2025 13F-HR Holdings

Location
Fair Lawn, NJ
Holdings as of
12/31/2025
Date filed
1/9/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$186,508
Net value change ($000)
+3,989 (2.2%)
New positions
9
Sold out positions
2
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
C 685 NEW
NVDA 627 NEW
XLU 397 NEW
VHT 307 8.0%
VEA 267 NEW
BNDX 244 5.0%
IWM 239 1.3%
VOO 235 NEW
IWR 230 3.8%
GRID 224 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTIP -479 -3.6%
CGW -267 -4.8%
BX -218 -100.0%
MUB -216 -45.5%
CWB -191 -2.9%
IJR -170 -4.3%
ICVT -109 -2.2%
MSFT -66 -7.0%
IEMG -60 -2.1%
IJH -57 -3.5%
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