Baron Financial Group, LLC
RIA/Wealth
Baron Financial Group, LLC is a RIA/Wealth based in Fair Lawn, NJ led by Anthony John Benante, reporting $340.0M in AUM as of Q3 2025 with 90% ETF concentration and 57% concentrated in top 10 holdings.
Managing PartnerAnthony John Benante
- Portfolio Value
- $182.5M
- Positions
- 50
- Top Holding
- SPY at 11.94%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Baron Financial Group, LLC's portfolio (56.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $21.8M | 11.94% | +$42.6K Bought | — 32.7K shares | |
ETF ETF | $17.9M | 9.81% | -$61.5K Sold | — 74.0K shares | |
ETF ETF | $13.2M | 7.21% | +$4.8K Bought | — 260.0K shares | |
ETF ETF | $13.2M | 7.21% | +$33.0K Bought | — 21.9K shares | |
ETF ETF | $7.0M | 3.86% | +$1.8K Bought | — 75.4K shares | |
Unknown Unknown | $6.9M | 3.77% | -$484.9K Sold | — 19.4K shares | |
ETF ETF | $6.7M | 3.65% | -$9.7K Sold | — 73.6K shares | |
ETF ETF | $6.0M | 3.30% | +$94.5K Bought | — 62.4K shares | |
Unknown Unknown | $5.6M | 3.07% | -$96.2K Sold | — 87.3K shares | |
ETF ETF | $5.4M | 2.97% | +$57.0K Bought | — 59.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Baron Financial Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+30.79% | |
+29.87% | |
+11.11% | |
+8.25% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-6.58% | |
-5.97% | |
-3.52% | |
-3.3% |
Analytics
Portfolio insights and performance metrics for Baron Financial Group, LLC
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