Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Baring Financial LLC (CIK 2052588) reported $163.5M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($15.8M, 9.66%), QQQM ($11.4M, 6.97%), MGK ($8.4M, 5.17%), SCHV ($7.2M, 4.39%), DFAI ($6.5M, 3.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $15.8M | 9.66% | 24,182 | Added |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $11.4M | 6.97% | 47,960 | Trimmed |
| 3 | MGK | VANGUARD WORLD FD | $8.4M | 5.17% | 22,990 | Added |
| 4 | SCHV | SCHWAB STRATEGIC TR | $7.2M | 4.39% | 235,416 | Added |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $6.5M | 3.99% | 167,356 | Added |
| 6 | BIL | SPDR SERIES TRUST | $6.3M | 3.83% | 68,342 | Added |
| 7 | SGOV | ISHARES TR | $5.8M | 3.53% | 57,404 | Added |
| 8 | SHV | ISHARES TR | $5.4M | 3.32% | 49,159 | Added |
| 9 | QQQ | INVESCO QQQ TR | $5.2M | 3.18% | 9,003 | Trimmed |
| 10 | TFLO | ISHARES TR | $4.9M | 3.00% | 96,730 | Added |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.9M | 2.98% | 10,171 | Added |
| 12 | FLOT | ISHARES TR | $4.8M | 2.96% | 94,933 | Added |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $4.8M | 2.95% | 22,428 | Added |
| 14 | VOT | VANGUARD INDEX FDS | $4.5M | 2.76% | 17,509 | Added |
| 15 | MSFT | MICROSOFT CORP | $3.8M | 2.34% | 10,321 | Added |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $3.6M | 2.18% | 67,643 | Added |
| 17 | VOE | VANGUARD INDEX FDS | $3.5M | 2.14% | 18,961 | Added |
| 18 | IJT | ISHARES TR | $3.3M | 2.04% | 23,096 | Added |
| 19 | IJS | ISHARES TR | $3.3M | 2.01% | 27,791 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $2.9M | 1.78% | 4,863 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $2.9M | 1.75% | 16,430 | Added |
| 22 | AAPL | APPLE INC | $2.8M | 1.73% | 11,171 | Added |
| 23 | EXPI | EXP WORLD HLDGS INC | $2.7M | 1.66% | 453,682 | Trimmed |
| 24 | IBIT | ISHARES BITCOIN TRUST ETF | $2.2M | 1.33% | 56,616 | Trimmed |
| 25 | CAT | CATERPILLAR INC | $2.0M | 1.21% | 2,793 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31