Notify me when Baron Financial Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 50 | $182,518,776 | +$2,094,169 | -$1,334,300 | +$759,869 | SPY, IWM, VTIP, QQQ, EFA | 13F-HR | 07 Oct 2025, 17:40 |
| Q2 2025 | 49 | $170,423,727 | +$1,763,396 | -$1,862,085 | -$98,689 | SPY, IWM, VTIP, QQQ, EFA | 13F-HR | 09 Jul 2025, 10:10 |
| Q1 2025 | 47 | $158,973,244 | +$1,572,599 | -$2,050,185 | -$477,586 | SPY, IWM, VTIP, QQQ, GLD | 13F-HR | 14 Apr 2025, 10:53 |
| Q4 2024 | 50 | $161,267,596 | +$2,747,387 | -$1,714,537 | +$1,032,850 | SPY, IWM, VTIP, QQQ, CWB | 13F-HR | 21 Jan 2025, 16:51 |
| Q3 2024 | 47 | $163,534,679 | +$524,900 | -$4,386,780 | -$3,861,880 | SPY, IWM, VTIP, QQQ, EFA | 13F-HR | 18 Oct 2024, 16:18 |
| Q2 2024 | 47 | $157,264,125 | +$1,319,980 | -$7,134,066 | -$5,814,086 | SPY, IWM, VTIP, QQQ, EFA | 13F-HR | 22 Jul 2024, 16:28 |
| Q1 2024 | 50 | $162,056,767 | +$4,499,518 | -$6,000,542 | -$1,501,024 | SPY, IWM, VTIP, QQQ, EFA | 13F-HR | 30 Apr 2024, 10:00 |
| Q4 2023 | 51 | $156,813,674 | +$4,963,531 | -$16,462,889 | -$11,499,358 | SPY, IWM, VTIP, QQQ, CWB | 13F-HR | 22 Jan 2024, 14:17 |
| Q3 2023 | 49 | $153,936,574 | +$1,183,139 | -$2,884,183 | -$1,701,044 | SPY, IWM, VTIP, QQQ, MTUM | 13F-HR | 19 Oct 2023, 16:36 |
| Q2 2023 | 52 | $161,939,132 | +$1,746,844 | -$3,550,899 | -$1,804,055 | SPY, IWM, VTIP, QQQ, MTUM | 13F-HR | 03 Aug 2023, 13:05 |
| Q1 2023 | 55 | $157,956,911 | +$7,528,375 | -$6,776,593 | +$751,782 | SPY, VTIP, IWM, QQQ, MTUM | 13F-HR | 06 Apr 2023, 14:45 |
| Q4 2022 | 52 | $150,850,152 | +$5,041,466 | -$10,659,434 | -$5,617,968 | VTIP, SPY, IWM, MTUM, SUB | 13F-HR | 20 Jan 2023, 12:59 |
| Q3 2022 | 49 | $148,441,000 | +$18,621,089 | -$13,699,236 | +$4,921,853 | VTIP, SPY, IWM, MTUM, SUB | 13F-HR | 03 Nov 2022, 15:47 |
| Q2 2022 | 209 | $151,251,583 | +$1,831,370 | -$3,108,745 | -$1,277,375 | VTIP, SPY, IWM, BSV, SUB | 13F-HR | 10 Aug 2022, 17:31 |
| Q1 2022 | 219 | $172,334,606 | +$8,038,866 | -$3,104,715 | +$4,934,151 | VTIP, IWM, SPY, BSV, MTUM | 13F-HR | 13 May 2022, 14:02 |
| Q4 2021 | 221 | $176,490,522 | +$8,704,832 | -$2,264,454 | +$6,440,378 | IWM, VTIP, SPY, BSV, MTUM | 13F-HR | 09 Feb 2022, 10:59 |
| Q3 2021 | 224 | $164,714,763 | +$7,298,911 | -$1,363,331 | +$5,935,580 | IWM, VTIP, SPY, MTUM, BSV | 13F-HR | 12 Nov 2021, 15:33 |
| Q2 2021 | 238 | $160,735,169 | +$10,738,037 | -$2,095,368 | +$8,642,669 | IWM, SPY, VTIP, MTUM, BSV | 13F-HR | 06 Aug 2021, 14:00 |
| Q1 2021 | 241 | $145,183,570 | +$20,154,520 | -$5,564,700 | +$14,589,820 | IWM, SPY, VTIP, MTUM, CWB | Restatement | 01 Sep 2021, 16:31 |
| Q4 2020 | 256 | $125,196,942 | +$7,483,497 | -$4,049,701 | +$3,433,796 | IWM, SPY, MTUM, CWB, EFA | Restatement | 01 Sep 2021, 16:32 |
| Q3 2020 | 294 | $106,417,479 | $0 | $0 | $0 | IWM, SPY, MTUM, CWB, EFA | 13F-HR | 13 Nov 2020, 17:19 |