CIK 2052588
Baring Financial LLC
Institutional 13F holdings & portfolio
Holdings
70
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 70
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 23K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 48K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 22K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 232K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 164K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 68K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 9K | $1M+ | SH |
| SGOV | ISHARES TR | 54K | $1M+ | SH |
| SHV | ISHARES TR | 46K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 22K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| FLOT | ISHARES TR | 91K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 10K | $1M+ | SH |
| TFLO | ISHARES TR | 91K | $1M+ | SH |
| EXPI | EXP WORLD HLDGS INC | 455K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 66K | $1M+ | SH |
| IJT | ISHARES TR | 23K | $1M+ | SH |
| IJS | ISHARES TR | 27K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 59K | $1M+ | SH |
| AAPL | APPLE INC | 10K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 14K | $1M+ | SH |
| TSLA | TESLA INC | 5K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 6K | $1M+ | SH |
| USMV | ISHARES TR | 18K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| ITOT | ISHARES TR | 9K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 3K | $1M+ | SH |
| AMZN | AMAZON COM INC | 6K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 19K | $1M+ | SH |
| IWV | ISHARES TR | 2K | $500K+ | SH |
| IWF | ISHARES TR | 2K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| PCAR | PACCAR INC | 6K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| PSX | PHILLIPS 66 | 5K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 16K | $500K+ | SH |
| ASML | ASML HOLDING N V | 582 | $500K+ | SH |
| META | META PLATFORMS INC | 879 | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| DVY | ISHARES TR | 3K | $100K–$500K | SH |
| HDV | ISHARES TR | 4K | $100K–$500K | SH |