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Baron Financial Group, LLC
Baron Financial Group, LLC is a registered investment adviser headquartered in Fair Lawn, New Jersey. Founded in 2007, the firm manages investment portfolios for individual investors, high-net-worth individuals, and charitable organizations, serving approximately 956 client accounts. As of March 2025, it has 8 employees and handles $340 million in regulatory assets under management. Baron primarily caters to individuals and families, offering comprehensive financial planning and investment management services.
Investment Strategy
Baron Financial Group, LLC utilizes a diversified investment strategy tailored primarily to individuals and high-net-worth clients, alongside charitable organizations. Their portfolio comprises a mix of equities, ETFs, fixed income, and alternative assets, with positions in broad market index funds (such as SPY, IWM, QQQ, EFA) and targeted sector allocations. The firm emphasizes discretionary portfolio management, long-term asset growth, and risk mitigation, leveraging both passive and selective active management. Their approach is holistic, focusing on client financial goals, risk tolerance, and market opportunities, and regularly rebalances to adapt to changing conditions.
Latest 13F Filing Activity
Baron Financial Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 49 equity positions with a total 13F market value of $183M. The fund increased holdings in Ishares TR, SPDR S&P 500 Etf TR, Invesco QQQ TR among other positions. Baron Financial Group, LLC reduced exposure to Abbott Labs, International Business Machs, Colgate Palmolive Co. among others.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 11.94% | $21.8M | 32,709 | $351.07 | $666.18 | +$1.6M |
I IWM | ISHARES TR | 9.81% | $17.9M | 74,035 | $153.01 | $241.96 | +$1.9M |
V VTIP | VANGUARD MALVERN FDS | 7.21% | $13.2M | 260,035 | $51.67 | $50.63 | +$98.4K |
Q QQQ | INVESCO QQQ TR | 7.21% | $13.2M | 21,919 | $280.06 | $600.37 | +$1.1M |
E EFA | ISHARES TR | 3.86% | $7.0M | 75,364 | $64.62 | $93.37 | +$301.6K |
Industry Allocation
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