Q2 2026 13F · SEC CIK 1832093

Baron Financial Group, LLC

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $209.6M
Reported positions: 56
Top holdings a year, 3 yrs: +15.1%
Assets under management: $369.1M

Baron Financial Group, LLC is a wealth manager that reported 56 positions worth $209.6M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 11.9%), Ishares (IWM, 10.3%), Invesco Qqq Tr (QQQ, 7.6%). A portfolio copying its top holdings returned 15.1% a year over the last 3 years, against 20.4% for the S&P 500.

Baron Financial Group, LLC holdings largest 50 of 56 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Baron Financial Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	11.9%	11.5%	33,282	+1.9%	$24.9M
IWMIshares	10.3%	9.8%	71,916	-1.7%	$21.6M
QQQInvesco Qqq Tr	7.6%	6.7%	21,691	+0.1%	$16.0M
VTIPVanguard Malvern Fds	6.6%	7.1%	273,385	+3.5%	$13.7M
IWRIshares Russell Midcap ETF	4.2%	3.6%	79,767	+17.2%	$8.8M
EFAiShs MSCI EAFE	3.7%	3.9%	74,534	-0.3%	$7.7M
CWBSpdr Series Trust	3.7%	3.6%	71,576	-1.1%	$7.7M
EEMIshares	3.1%	2.9%	93,833	-1.2%	$6.4M
VNQVanguard Real Estate ETF	2.9%	3.0%	63,343	-0.5%	$6.1M
ICVTIshares Tr	2.9%	2.7%	49,453	-0.6%	$6.0M
GLDSpdr Gold Shares	2.8%	3.8%	15,992	-1.8%	$5.9M
BNDXVanguard Charlotte Fds	2.7%	2.9%	116,890	+4.4%	$5.7M
CGWInvesco Exch Traded Fd Tr II	2.6%	2.9%	82,725	-0.6%	$5.4M
IQLTIshares Tr	2.4%	2.5%	99,720	-0.5%	$4.9M
DIVOAmplify ETF Tr	2.3%	2.6%	107,039	+1.4%	$4.9M
IJRIshares Core S&p Small Cap ETF	2.1%	2.1%	29,855	-2.7%	$4.4M
SUBIshares Tr	2.1%	2.4%	40,800	-0.3%	$4.3M
VHTVanguard Health Care ETF	2.0%	2.1%	13,870	-4.0%	$4.1M
QAINew York Life Investments Et	1.7%	1.8%	98,886	+0.5%	$3.6M
IWFIshares Russell 1000 Growth ETF	1.7%	1.7%	29,072	+294.0%	$3.6M
BWXSpdr Series Trust	1.7%	1.8%	164,521	+10.5%	$3.6M
VBVanguard Indx Fd	1.7%	1.6%	11,614	+0.6%	$3.5M
IEMGIshares	1.5%	1.5%	37,692	-3.6%	$3.1M
ESGDIshares Msci Eafe Esg	1.5%	1.7%	30,130	-6.1%	$3.1M
SPDWSPDR Portfolio Developed World	1.5%	1.5%	60,757	+0.3%	$3.1M
MDYState Street Spdr S&p Midcap 400 ETF Tru	1.3%	1.3%	3,880	-0.2%	$2.7M
IWDIshares Russell 1000 Value ETF	1.3%	1.3%	11,016	-2.0%	$2.7M
SPGPInvesco Exchange Traded Fd T	1.0%	1.1%	17,775	-4.3%	$2.2M
VTIVanguard Index Fds	1.0%	1.0%	5,806	-1.4%	$2.1M
ESGEIshares Inc	0.9%	1.0%	36,366	-14.6%	$2.0M
IJHIshares Tr	0.9%	0.8%	23,337	+2.3%	$1.8M
AAPLApple Inc	0.8%	0.8%	5,986	+0.0%	$1.7M
CCitigroup Inc Com New	0.5%	0.3%	7,809	+37.0%	$1.1M
XLUSpdr	0.5%	0.4%	22,212	+49.3%	$1.0M
XOMExxon Mobil Corp	0.4%	0.6%	6,711	+0.0%	$917K
VOOVanguard S&p 500 ETF	0.4%	0.2%	1,329	+79.8%	$913K
SRVRPacer Fds Tr	0.4%	0.4%	26,713	+11.7%	$849K
IBMInternational Business Machs	0.4%	0.3%	2,661	-0.1%	$748K
NVDANvidia Corporation Com	0.3%	0.3%	3,074	+0.3%	$615K
VGTVanguard Info Tech	0.3%	0.2%	5,024	+700.0%	$600K
MSFTMicrosoft Corp	0.3%	0.3%	1,594	-0.9%	$595K
MTUMIshares Msci USA Momentum Factor ETF	0.2%	0.2%	1,470	-2.3%	$504K
ARCCAres Capital Corp.	0.2%	0.3%	25,977	+0.0%	$481K
BSVVanguard Bd Index Fds Vanguard Short Ter	0.2%	0.3%	5,940	-0.8%	$463K
ABBVAbbvie Inc	0.2%	0.2%	1,309	+0.0%	$329K
GRIDFirst Tr Exchange-Traded Fd	0.2%	0.1%	1,707	+7.0%	$327K
VIGVanguard Dividend Appreciation ETF	0.2%	0.2%	1,367	+0.0%	$323K
CLColgate Palmolive Co	0.1%	0.2%	3,415	+0.0%	$313K
IEFAIshares Core Msci Eafe ETF	0.1%	0.2%	3,231	-0.5%	$312K
JPMJpmorgan Chase & Co	0.1%	—	815	—	$267K

What Baron Financial Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.1% /yr; S&P 500 +20.1%
3 years: +15.1% /yr; S&P 500 +20.4%
5 years: +6.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$209.6M	56
Q1 2026	$185.4M	53
Q4 2025	$186.5M	57
Q3 2025	$182.5M	50
Q2 2025	$170.4M	49
Q1 2025	$159.0M	47
Q4 2024	$161.3M	50
Q3 2024	$163.5M	47
Q2 2024	$157.3M	47
Q1 2024	$162.1M	50
Q4 2023	$156.8M	51
Q3 2023	$153.9M	49

Questions about Baron Financial Group, LLC's portfolio

What stocks does Baron Financial Group, LLC own?

Baron Financial Group, LLC's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 56 positions worth $209.6M. The largest are Spdr S&p 500 ETF Tr (SPY) at 11.9%, Ishares (IWM) at 10.3%, Invesco Qqq Tr (QQQ) at 7.6%, Vanguard Malvern Fds (VTIP) at 6.6% and Ishares Russell Midcap ETF (IWR) at 4.2%.

What did Baron Financial Group, LLC buy last quarter?

In Q2 2026, Baron Financial Group, LLC added Vanguard Info Tech (VGT) (+700.0% shares), Ishares Russell 1000 Growth ETF (IWF) (+294.0% shares) and Vanguard S&p 500 ETF (VOO) (+79.8% shares), compared with its Q1 2026 filing.

What did Baron Financial Group, LLC sell last quarter?

In Q2 2026, Baron Financial Group, LLC cut from its top 50 Ishares National Muni Bond ETF (MUB), Ishares Inc (ESGE) (-14.6% shares) and Ishares Msci Eafe Esg (ESGD) (-6.1% shares), compared with its Q1 2026 filing.

How has Baron Financial Group, LLC's portfolio performed?

A portfolio copying Baron Financial Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.1% against +20.1%. Over 5 years: +6.5% a year against +11.6%.

When is Baron Financial Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Baron Financial Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Baron Financial Group, LLC manage?

Baron Financial Group, LLC reported $369.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $209.6M.