Baron Financial Group

Baron Financial Group as of March 31, 2026

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