Baron Financial Group

Baron Financial Group as of June 30, 2026

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