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Baring Financial LLC
Baring Financial LLC is an independent, SEC-registered investment adviser based in Bellingham, Washington. Founded in 2014 and registered in 2015, the firm provides personalized investment management and advisory services to a range of individual and institutional clients. Baring Financial specializes in tailored portfolio construction, financial planning, and asset management, serving primarily local and regional investors. It operates as a boutique advisory firm focused on delivering client-centric investment solutions.
Investment Strategy
Baring Financial LLC employs a personalized approach to investment management, centering on the needs and goals of each client. The firm designs custom portfolios that integrate diversified asset classes, prudent risk management, and long-term financial planning. Its investment philosophy prioritizes disciplined allocation, fundamental research, and ongoing client collaboration to adapt strategies as markets and client objectives evolve.
Latest 13F Filing Activity
Baring Financial LLC filed their most recent 13F report on Sep 30, 2025 disclosing 66 equity positions with a total 13F market value of $147M. The fund increased holdings in Vanguard World FD, Ishares TR, Schwab Strategic TR among other positions. Baring Financial LLC reduced exposure to Fidelity Wise Origin Bitcoin, Invesco Exchange Traded FD T, Costco WHSL Corp. New among others.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 7.24% | $10.6M | 15,863 | $589.10 | $669.30 | +$819.0K |
D DFAI | DIMENSIONAL ETF TRUST | 4.70% | $6.9M | 189,621 | $29.99 | $36.35 | +$643.4K |
B BIL | SPDR SERIES TRUST | 4.21% | $6.2M | 67,357 | $91.52 | $91.75 | +$664.5K |
V VOE | VANGUARD INDEX FDS | 4.17% | $6.1M | 35,034 | $162.28 | $174.58 | +$619.0K |
M MGK | VANGUARD WORLD FD | 4.16% | $6.1M | 15,179 | $347.76 | $402.42 | +$937.6K |
Industry Allocation
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