Baron Financial Group

Baron Financial Group as of Sept. 30, 2026

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