Long-term investor
Baron Financial Group, LLC @baronfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001832093).
Record
- Tracked since 2025-06-30 (445 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days +11.4% · 6 months n/a · 1 year +20.1% · all +20.1%
- Max drawdown n/a · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 11.9% · long · since 2025-06-30
- IWM · 10.3% · long · since 2025-06-30
- 46090E103 · 7.6% · long · since 2025-06-30
- VTIP · 6.6% · long · since 2025-06-30
- IWR · 4.2% · long · since 2025-06-30
- EFA · 3.7% · long · since 2025-06-30
- CWB · 3.7% · long · since 2025-06-30
- EEM · 3.1% · long · since 2025-06-30
- VNQ · 2.9% · long · since 2025-06-30
- ICVT · 2.9% · long · since 2025-06-30
- GLD · 2.8% · long · since 2025-06-30
- BNDX · 2.7% · long · since 2025-06-30