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Baron Financial Group

Latest statistics and disclosures from Baron Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IWM, QQQ, VTIP, IWR, and represent 40.54% of Baron Financial Group's stock portfolio.
Added to shares of these 10 stocks: IWF, IWR, VGT, SPY, VTIP, VOO, BWX, XLU, C, BNDX.
Started 3 new stock positions in DSI, VUG, IVW.
Reduced shares in these 10 stocks: IWM, ESGE, ESGD, VHT, IJR, IEMG, GLD, SPGP, CWB, EEM.
Baron Financial Group was a net buyer of stock by $6.0M.
Baron Financial Group has $210M in assets under management (AUM), dropping by 13.03%.
Central Index Key (CIK): 0001832093

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Portfolio Holdings for Baron Financial Group

Baron Financial Group holds 56 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	11.9	$25M		33k	746.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	10.3	$22M		72k	300.45	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.6	$16M		22k	736.38	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	6.6	$14M	+3%	273k	50.23	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	4.2	$8.8M	+17%	80k	110.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.7	$7.7M		75k	103.88	View chart
Spdr Series Trust St Str Conv Etf (CWB)	3.7	$7.7M		72k	107.82	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	3.1	$6.4M		94k	68.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.9	$6.1M		63k	96.43	View chart
Ishares Tr Conv Bd Etf (ICVT)	2.9	$6.0M		50k	121.74	View chart
Spdr Gold Tr Gold Shs (GLD)	2.8	$5.9M		16k	368.38	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.7	$5.7M	+4%	117k	48.43	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	2.6	$5.4M		83k	65.73	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.4	$4.9M		100k	49.55	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.3	$4.9M		107k	45.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$4.4M	-2%	30k	148.31	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.1	$4.3M		41k	106.47	View chart
Vanguard World Health Car Etf (VHT)	2.0	$4.1M	-3%	14k	299.01	View chart
New York Life Investments Et Hedge Multi Stra (QAI)	1.7	$3.6M		99k	36.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$3.6M	+294%	29k	124.17	View chart
Spdr Series Trust St Intl Bbg Etf (BWX)	1.7	$3.6M	+10%	165k	21.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$3.5M		12k	303.13	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$3.1M	-3%	38k	82.84	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.5	$3.1M	-6%	30k	102.81	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.5	$3.1M		61k	50.39	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	1.3	$2.7M		3.9k	703.33	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.3	$2.7M	-2%	11k	242.43	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	1.0	$2.2M	-4%	18k	122.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$2.1M		5.8k	370.04	View chart
Ishares Esg Awr Msci Em (ESGE)	0.9	$2.0M	-14%	36k	54.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$1.8M	+2%	23k	77.11	View chart
Apple (AAPL)	0.8	$1.7M		6.0k	289.36	View chart
Citigroup Com New (C)	0.5	$1.1M	+37%	7.8k	139.96	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.5	$1.0M	+49%	22k	45.34	View chart
Exxon Mobil Corporation (XOM)	0.4	$918k		6.7k	136.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$913k	+79%	1.3k	686.88	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.4	$849k	+11%	27k	31.77	View chart
International Business Machines (IBM)	0.4	$748k		2.7k	281.19	View chart
NVIDIA Corporation (NVDA)	0.3	$615k		3.1k	200.09	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$601k	+700%	5.0k	119.52	View chart
Microsoft Corporation (MSFT)	0.3	$595k		1.6k	373.06	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$504k	-2%	1.5k	342.83	View chart
Ares Capital Corporation (ARCC)	0.2	$481k		26k	18.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$463k		5.9k	77.91	View chart
Abbvie (ABBV)	0.2	$329k		1.3k	251.64	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$327k	+7%	1.7k	191.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$324k		1.4k	236.62	View chart
Colgate-Palmolive Company (CL)	0.1	$313k		3.4k	91.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$312k		3.2k	96.58	View chart
JPMorgan Chase & Co. (JPM)	0.1	$267k		815.00	327.33	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$260k		2.4k	107.62	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$253k	+7%	12k	20.49	View chart
Amplify Etf Tr Amplify Lithium (BATT)	0.1	$214k	+8%	14k	15.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$210k	NEW	2.4k	86.14	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$209k	NEW	1.5k	142.39	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$207k	NEW	1.5k	137.49	View chart

Past Filings by Baron Financial Group

SEC 13F filings are viewable for Baron Financial Group going back to 2020

Baron Financial Group 2026 Q2 filed July 9, 2026
Baron Financial Group 2026 Q1 filed April 9, 2026
Baron Financial Group 2025 Q4 filed Jan. 9, 2026
Baron Financial Group 2025 Q3 filed Oct. 8, 2025
Baron Financial Group 2025 Q2 filed July 9, 2025
Baron Financial Group 2025 Q1 filed April 14, 2025
Baron Financial Group 2024 Q4 filed Jan. 21, 2025
Baron Financial Group 2024 Q3 filed Oct. 18, 2024
Baron Financial Group 2024 Q2 filed July 22, 2024
Baron Financial Group 2024 Q1 filed April 30, 2024
Baron Financial Group 2023 Q4 filed Jan. 22, 2024
Baron Financial Group 2023 Q3 filed Oct. 19, 2023
Baron Financial Group 2023 Q2 filed Aug. 3, 2023
Baron Financial Group 2023 Q1 filed April 6, 2023
Baron Financial Group 2022 Q4 filed Jan. 20, 2023
Baron Financial Group 2022 Q3 filed Nov. 3, 2022

View all past filings

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