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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, VTIP, QQQ, EFA, and represent 39.02% of Baron Financial Group's stock portfolio.
Added to shares of these 10 stocks: VTIP, BWX, SPY, BNDX, IWR, XLU, VOO, SRVR, VNQ, QQQ.
Reduced shares in these 10 stocks: GLD, AAPL, VEA, VUG, IEMG, ADP, DSI, IWM, EEM, ESGE.
Sold out of its positions in ADP, DSI, VEA, VUG.
Baron Financial Group was a net seller of stock by $-532k.
Baron Financial Group has $185M in assets under management (AUM), dropping by -0.59%.
Central Index Key (CIK): 0001832093

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Positions held by Baron Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Baron Financial Group

Baron Financial Group holds 53 positions in its portfolio as reported in the March 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)	11.5	$21M		33k	650.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	9.8	$18M		73k	248.00	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	7.1	$13M	+2%	264k	49.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.7	$13M		22k	577.17	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.9	$7.3M		75k	97.13	View chart
Spdr Gold Tr Gold Shs (GLD)	3.8	$7.0M	-8%	16k	430.29	View chart
Spdr Series Trust State Street Spd (CWB)	3.6	$6.6M		72k	91.52	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	3.6	$6.6M	+4%	68k	97.23	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.0	$5.6M	+2%	64k	88.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.9	$5.4M	-2%	95k	56.79	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.9	$5.4M	+6%	112k	48.05	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	2.9	$5.3M		83k	63.94	View chart
Ishares Tr Conv Bd Etf (ICVT)	2.7	$5.1M		50k	101.79	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.6	$4.7M	+2%	106k	44.85	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.5	$4.6M		100k	46.23	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.4	$4.4M		41k	106.50	View chart
Vanguard World Health Car Etf (VHT)	2.1	$3.9M		14k	272.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$3.8M	-3%	31k	124.31	View chart
New York Life Investments Et Nyli Hedge Multi (QAI)	1.8	$3.4M		98k	34.12	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	1.8	$3.3M	+12%	149k	21.95	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$3.1M		7.4k	426.40	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.7	$3.1M	-2%	32k	95.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$3.0M	+2%	12k	261.93	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.5	$2.8M		61k	45.65	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$2.7M	-7%	39k	69.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.3	$2.4M		11k	213.67	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	1.3	$2.4M		3.9k	616.69	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	1.1	$2.0M		19k	107.62	View chart
Ishares Esg Awr Msci Em (ESGE)	1.0	$1.9M	-6%	43k	45.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.9M		5.9k	320.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$1.5M	-2%	23k	67.53	View chart
Apple (AAPL)	0.8	$1.5M	-22%	6.0k	253.81	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.1M		6.7k	169.67	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.4	$747k	+37%	24k	31.22	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.4	$683k	+59%	15k	45.89	View chart
Citigroup Com New (C)	0.3	$646k	-2%	5.7k	113.41	View chart
International Business Machines (IBM)	0.3	$645k		2.7k	242.35	View chart
Microsoft Corporation (MSFT)	0.3	$595k	-11%	1.6k	370.25	View chart
NVIDIA Corporation (NVDA)	0.3	$535k	-8%	3.1k	174.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$469k	-4%	6.0k	78.41	View chart
Ares Capital Corporation (ARCC)	0.3	$468k		26k	18.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$442k	+97%	739.00	597.49	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$438k		628.00	697.72	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$361k	-3%	1.5k	239.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$294k		1.4k	215.06	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$294k		3.2k	90.53	View chart
Colgate-Palmolive Company (CL)	0.2	$291k		3.4k	85.23	View chart
Abbvie (ABBV)	0.2	$285k		1.3k	217.49	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$261k	+8%	1.6k	163.58	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$257k		2.4k	106.15	View chart
JPMorgan Chase & Co. (JPM)	0.1	$240k		815.00	294.16	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$210k	+9%	12k	18.29	View chart
Amplify Etf Tr Amplify Lithium (BATT)	0.1	$192k	+10%	13k	14.89	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 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
Baron Financial Group 2022 Q2 filed Aug. 11, 2022

View all past filings

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