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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 40.84% of Baron Financial Group's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp, IWR, VTIP, BWX, BNDX, ADP, XLV, IJH, XLU, SRVR.
Started 3 new stock positions in ADP, XLV, Exxon Mobil Corp.
Reduced shares in these 10 stocks: , NVDA, IWM, VHT, ESGD, ESGE, IJR, AAPL, SPGP, VB.
Sold out of its positions in XOM, NVDA.
Baron Financial Group was a net seller of stock by $-7.8k.
Baron Financial Group has $205M in assets under management (AUM), dropping by -2.01%.
Central Index Key (CIK): 0001832093

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Portfolio Holdings for Baron Financial Group

Baron Financial Group holds 57 positions in its portfolio as reported in the September 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)	12.4	$25M		33k	762.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	9.5	$20M		71k	277.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.8	$16M		22k	739.76	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	6.7	$14M	+2%	281k	49.22	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	4.4	$9.0M	+5%	84k	106.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.8	$7.7M		74k	103.89	View chart
Spdr Series Trust St Str Conv Etf (CWB)	3.5	$7.2M		71k	101.18	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	3.0	$6.2M		94k	66.79	View chart
Spdr Gold Tr Gold Shs (GLD)	2.9	$6.0M		16k	380.84	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.8	$5.7M	+4%	122k	46.87	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.8	$5.7M		63k	89.63	View chart
Ishares Tr Conv Bd Etf (ICVT)	2.7	$5.5M		49k	112.94	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	2.5	$5.1M		83k	62.34	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.4	$5.0M		108k	46.49	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.4	$4.9M		99k	49.47	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.1	$4.3M		41k	104.54	View chart
Vanguard World Health Car Etf (VHT)	2.0	$4.1M	-6%	13k	316.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.9	$4.0M	-2%	29k	136.04	View chart
Spdr Series Trust St Intl Bbg Etf (BWX)	1.8	$3.8M	+7%	177k	21.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.8	$3.6M		29k	125.26	View chart
Nylim Etf Tr Hedge Multi Stra (QAI)	1.7	$3.6M		99k	36.04	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	1.6	$3.2M		11k	284.48	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.5	$3.1M		61k	50.21	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$3.1M		38k	81.16	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.4	$2.8M	-8%	28k	103.05	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.3	$2.7M		11k	247.93	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	1.2	$2.6M		3.9k	656.78	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.0	$2.1M		5.7k	374.24	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	1.0	$2.0M	-3%	17k	118.82	View chart
Apple (AAPL)	0.9	$1.9M	-4%	5.7k	333.02	View chart
Ishares Esg Awr Msci Em (ESGE)	0.9	$1.8M	-7%	34k	54.16	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$1.8M	+4%	24k	71.95	View chart
Exxonmobil Holdings Corp Com Shs	0.5	$1.1M	NEW	6.6k	162.75	View chart
Citigroup Com New (C)	0.5	$1.0M		7.8k	129.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$978k	+4%	1.4k	701.03	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.5	$952k	+8%	24k	39.44	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.4	$830k	+9%	29k	28.33	View chart
Microsoft Corporation (MSFT)	0.4	$818k		1.6k	512.82	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$631k		5.0k	125.67	View chart
International Business Machines (IBM)	0.3	$586k		2.7k	219.89	View chart
Ares Capital Corporation (ARCC)	0.2	$496k		26k	19.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$452k		5.9k	76.40	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$433k	-7%	1.4k	317.34	View chart
Abbvie (ABBV)	0.2	$342k		1.3k	261.59	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$342k	+13%	1.9k	177.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$319k		1.4k	233.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$309k		3.2k	96.88	View chart
Colgate-Palmolive Company (CL)	0.1	$291k		3.4k	85.32	View chart
JPMorgan Chase & Co. (JPM)	0.1	$270k		815.00	330.83	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$246k	+17%	15k	17.00	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$242k		2.4k	101.10	View chart
Amplify Etf Tr Amplify Lithium (BATT)	0.1	$235k	+18%	17k	14.30	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$220k		2.4k	90.11	View chart
Automatic Data Processing (ADP)	0.1	$217k	NEW	840.00	258.07	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$214k		1.5k	146.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$214k		1.5k	142.26	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$211k	NEW	1.3k	168.42	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 Q3 filed Oct. 9, 2026
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

View all past filings

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