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BFG

Baron Financial Group Portfolio holdings

AUM $210M
1-Year Est. Return 21.78%
This Fund
S&P 500
This Quarter Est. Return
+6.85%
1 Year Est. Return
+21.78%
3 Year Est. Return
+52.1%
5 Year Est. Return
+44.54%
10 Year Est. Return
–
AUM
$183M
AUM Growth
+$12.1M
Cap. Flow
+$776K
Cap. Flow %
0.43%
Top 10 Hldgs %
56.79%
Holding
51
New
2
Increased
18
Reduced
22
Closed
1

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$386K
2
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$305K
3
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$273K
4
BX icon
Blackstone
BX
+$218K
5
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$213K

Top Sells

Rank Stock Value
1
GLD icon
SPDR Gold Trust
GLD
+$435K
2
ABT icon
Abbott
ABT
+$200K
3
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$94.8K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$77.1K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$58.3K

Sector Composition

Rank Sector Weight
1 Technology 2.1%
2 Financials 0.55%
3 Energy 0.43%
4 Healthcare 0.17%
5 Consumer Staples 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
51
Abbott
ABT
$187B
– –
-1,473
Closed -$200K
1 2
3

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Baron Financial Group's Q3 2025 Portfolio in Review

As of Q3 2025, Baron Financial Group held 51 positions worth $183M, up 7.1% from $170M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Baron Financial Group's Q3 2025 filing shows 2 new, 18 increased, 22 reduced and 1 closed positions. Its largest new stake was Pacer Data & Infrastructure Real Estate ETF: 9,600 shares worth $304K. The largest sale was SPDR Gold Trust, an estimated $435K.

By sector, the portfolio is most concentrated in Technology at 2.1% of assets, up from 1.9% a quarter earlier, followed by Financials and Energy.

  • Baron Financial Group's largest Q3 2025 buy was Pacer Data & Infrastructure Real Estate ETF: 9,600 shares worth $304K.
  • Baron Financial Group added most to Apple in Q3 2025, an estimated $386K increase.
  • Baron Financial Group's biggest Q3 2025 reduction was SPDR Gold Trust, cutting an estimated $435K.
  • Baron Financial Group fully exited Abbott in Q3 2025, selling an estimated $200K.
  • Baron Financial Group's ten largest holdings make up 57% of its $183M portfolio in Q3 2025.
  • Baron Financial Group opened 2 new positions and closed 1 in Q3 2025.
  • Baron Financial Group's portfolio value rose 7.1% quarter-over-quarter to $183M.

Based on Baron Financial Group's 13F filing for Q3 2025, filed 8 Oct 2025.