# EDGAR Filing Document

**Accession Number:** 0001832093
**File Stem:** 0002085853-26-000019
**Filing Date:** 2026-1
**Character Count:** 9815
**Document Hash:** bf31590c9ad2d066e26a6ba0aa66d3af
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000019.hdr.sgml**: 20260109

**ACCESSION NUMBER**: 0002085853-26-000019

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260109

**DATE AS OF CHANGE**: 20260108

**EFFECTIVENESS DATE**: 20260109

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Baron Financial Group, LLC
- **CENTRAL INDEX KEY:** 0001832093

**ORGANIZATION NAME:**
- **EIN:** 208890009
- **STATE OF INCORPORATION:** NJ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20388
- **FILM NUMBER:** 26520731

**BUSINESS ADDRESS:**
- **STREET 1:** 16-00 STATE ROUTE 208 SOUTH
- **STREET 2:** SUITE 104
- **CITY:** FAIR LAWN
- **STATE:** NJ
- **ZIP:** 07410
- **BUSINESS PHONE:** 201-791-6408

**MAIL ADDRESS:**
- **STREET 1:** 16-00 STATE ROUTE 208 SOUTH
- **STREET 2:** SUITE 104
- **CITY:** FAIR LAWN
- **STATE:** NJ
- **ZIP:** 07410

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Baron Financial Group LLC<br>**Address:** 16-00 State Route 208 South<br>Suite 104<br>Fair Lawn, NJ 07410

**Form 13F File Number:** 028-20388

**CRD Number (if applicable):** 000144234

**SEC File Number (if applicable):** 801-67989

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Gregory Cannillo<br>**Title:** Chief Compliance Officer<br>**Phone:** 201-791-640

**Signature, Place, and Date of Signing:**

/s/ Gregory Cannillo  Fair Lawn, NJ  01-08-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 57

**Form 13F Information Table Value Total:** $186507821

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 299094 | 1309 | SH |  | SOLE |  | 1268 | 0 | 41 |
| AMPLIFY ETF TR | AMPLIFY LITHIUM | 032108805 |  | 160287 | 11615 | SH |  | SOLE |  | 6545 | 760 | 4310 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 |  | 4583456 | 102999 | SH |  | SOLE |  | 88769 | 2100 | 12130 |
| APPLE INC | COM | 037833100 |  | 2110112 | 7762 | SH |  | SOLE |  | 4837 | 0 | 2925 |
| ARES CAPITAL CORP | COM | 04010L103 |  | 525513 | 25977 | SH |  | SOLE |  | 19862 | 0 | 6115 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 218191 | 848 | SH |  | SOLE |  | 772 | 0 | 76 |
| CITIGROUP INC | COM NEW | 172967424 |  | 684504 | 5866 | SH |  | SOLE |  | 0 | 0 | 5866 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 269854 | 3415 | SH |  | SOLE |  | 3415 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 807455 | 6710 | SH |  | SOLE |  | 6645 | 0 | 65 |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 33737A108 |  | 224022 | 1464 | SH |  | SOLE |  | 949 | 75 | 440 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 783200 | 2644 | SH |  | SOLE |  | 2644 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S GBL WATER | 46138E263 |  | 5342397 | 84785 | SH |  | SOLE |  | 76178 | 1550 | 7057 |
| INVESCO EXCHANGE TRADED FD T | S 500 GARP ETF | 46137V431 |  | 2113817 | 18565 | SH |  | SOLE |  | 14718 | 89 | 3758 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 13167298 | 21434 | SH |  | SOLE |  | 19243 | 432 | 1759 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 2842734 | 42290 | SH |  | SOLE |  | 36442 | 765 | 5083 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 2007615 | 45452 | SH |  | SOLE |  | 41402 | 465 | 3585 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 5324414 | 97321 | SH |  | SOLE |  | 86201 | 1685 | 9435 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 |  | 4638400 | 102055 | SH |  | SOLE |  | 88722 | 1560 | 11773 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 7224332 | 75230 | SH |  | SOLE |  | 66463 | 1045 | 7722 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 4368832 | 40945 | SH |  | SOLE |  | 38540 | 80 | 2325 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 3804539 | 31657 | SH |  | SOLE |  | 29114 | 419 | 2124 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 389233 | 1555 | SH |  | SOLE |  | 1555 | 0 | 0 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 201619 | 1565 | SH |  | SOLE |  | 1565 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 6258417 | 65009 | SH |  | SOLE |  | 52383 | 402 | 12224 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 259207 | 2420 | SH |  | SOLE |  | 2235 | 0 | 185 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 295308 | 3301 | SH |  | SOLE |  | 2813 | 80 | 408 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 4897420 | 49720 | SH |  | SOLE |  | 41873 | 647 | 7200 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1549746 | 23481 | SH |  | SOLE |  | 21797 | 125 | 1559 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 3131314 | 32930 | SH |  | SOLE |  | 28885 | 560 | 3485 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 3544071 | 7488 | SH |  | SOLE |  | 7313 | 0 | 175 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 |  | 173008 | 10530 | SH |  | SOLE |  | 6540 | 500 | 3490 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 2409660 | 11456 | SH |  | SOLE |  | 11191 | 0 | 265 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 18152593 | 73743 | SH |  | SOLE |  | 67017 | 1312 | 5414 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 262610 | 815 | SH |  | SOLE |  | 815 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 879513 | 1819 | SH |  | SOLE |  | 1707 | 0 | 112 |
| NEW YORK LIFE INVESTMENTS ET | NYLI HEDGE MULTI | 45409B107 |  | 3241456 | 96731 | SH |  | SOLE |  | 86144 | 1455 | 9132 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 627004 | 3362 | SH |  | SOLE |  | 130 | 0 | 3232 |
| PACER FDS TR | DATA AND INFRAST | 69374H741 |  | 497620 | 17375 | SH |  | SOLE |  | 12615 | 995 | 3765 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 397231 | 9305 | SH |  | SOLE |  | 6365 | 400 | 2540 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 7026180 | 17729 | SH |  | SOLE |  | 16287 | 417 | 1025 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 2704502 | 60898 | SH |  | SOLE |  | 54313 | 1145 | 5440 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 21922424 | 32148 | SH |  | SOLE |  | 28807 | 519 | 2822 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 2382296 | 3949 | SH |  | SOLE |  | 3894 | 10 | 45 |
| SPDR SERIES TRUST | BLOOMBERG INTL T | 78464A516 |  | 2987952 | 132621 | SH |  | SOLE |  | 114291 | 3285 | 15045 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A359 |  | 6467090 | 72501 | SH |  | SOLE |  | 65770 | 1285 | 5446 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 494691 | 6277 | SH |  | SOLE |  | 5665 | 400 | 212 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 5094136 | 105425 | SH |  | SOLE |  | 86205 | 1585 | 17635 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 2907617 | 11272 | SH |  | SOLE |  | 7684 | 49 | 3539 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1997874 | 5959 | SH |  | SOLE |  | 5499 | 0 | 460 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 5485630 | 61992 | SH |  | SOLE |  | 54633 | 1135 | 6224 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 243443 | 499 | SH |  | SOLE |  | 367 | 0 | 132 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 234971 | 375 | SH |  | SOLE |  | 202 | 0 | 173 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 12686985 | 256510 | SH |  | SOLE |  | 243240 | 8510 | 4760 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 300440 | 1367 | SH |  | SOLE |  | 1310 | 0 | 57 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 267081 | 4275 | SH |  | SOLE |  | 1821 | 0 | 2454 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 473374 | 628 | SH |  | SOLE |  | 573 | 0 | 55 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 4164039 | 14466 | SH |  | SOLE |  | 12681 | 597 | 1188 |

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