Baring Financial LLC: 13F holdings

CIK 20525882026Q2

Positions83
Reported value$181.7m
Filed2026-07-08

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR24,164$18.1m10.0%
QQQM INVESCO EXCH TRADED FD TR II44,764$13.6m7.5%
MGK VANGUARD WORLD FD110,432$9.7m5.3%
SCHV SCHWAB STRATEGIC TR235,389$8.2m4.5%
DFAI DIMENSIONAL ETF TRUST167,642$6.9m3.8%
QQQ INVESCO QQQ TR8,640$6.4m3.5%
BIL SPDR SERIES TRUST63,393$5.8m3.2%
SGOV ISHARES TR56,863$5.7m3.2%
BRK-B BERKSHIRE HATHAWAY INC DEL10,876$5.4m3.0%
VIG VANGUARD SPECIALIZED FUNDS22,871$5.4m3.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2052588")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples