Baron Financial Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 9, 2026, Baron Financial Group, Llc disclosed 57 stock positions valued at approximately $205.35M as of quarter-end September 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, ISHARES TR, and INVESCO QQQ TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 57
- Portfolio Value
- $205.35M
Holdings by Sector
Baron Financial Group, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 12.38% | 33,328 | +46 | +0.14% | $25,416,990 |
| ISHARES TR | IWM | Other | 9.54% | 70,503 | -1,413 | -1.96% | $19,592,114 |
| INVESCO QQQ TR | QQQ | Other | 7.80% | 21,665 | -26 | -0.12% | $16,026,905 |
| VANGUARD MALVERN FDS | VTIP | Other | 6.73% | 280,745 | +7,360 | +2.69% | $13,818,269 |
| ISHARES TR | IWR | Other | 4.38% | 84,361 | +4,594 | +5.76% | $9,002,163 |
| ISHARES TR | EFA | Other | 3.75% | 74,156 | -378 | -0.51% | $7,704,112 |
| SPDR SERIES TRUST | CWB | Other | 3.50% | 71,101 | -475 | -0.66% | $7,194,000 |
| ISHARES TR | EEM | Other | 3.04% | 93,542 | -291 | -0.31% | $6,247,649 |
| SPDR GOLD TR | GLD | Other | 2.93% | 15,824 | -168 | -1.05% | $6,026,413 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.78% | 121,620 | +4,730 | +4.05% | $5,700,330 |
| VANGUARD INDEX FDS | VNQ | Other | 2.76% | 63,212 | -131 | -0.21% | $5,665,657 |
| ISHARES TR | ICVT | Other | 2.70% | 49,089 | -364 | -0.74% | $5,543,868 |
| INVESCO EXCH TRADED FD TR II | CGW | Other | 2.51% | 82,603 | -122 | -0.15% | $5,149,472 |
| AMPLIFY ETF TR | DIVO | Other | 2.45% | 108,040 | +1,001 | +0.94% | $5,022,780 |
| ISHARES TR | IQLT | Other | 2.39% | 99,135 | -585 | -0.59% | $4,904,209 |
| ISHARES TR | SUB | Other | 2.07% | 40,725 | -75 | -0.18% | $4,257,392 |
| VANGUARD WORLD FD | VHT | Other | 2.00% | 13,010 | -860 | -6.20% | $4,112,201 |
| ISHARES TR | IJR | Other | 1.93% | 29,120 | -735 | -2.46% | $3,961,485 |
| SPDR SERIES TRUST | BWX | Other | 1.83% | 177,376 | +12,855 | +7.81% | $3,756,824 |
| ISHARES TR | IWF | Other | 1.77% | 28,952 | -120 | -0.41% | $3,626,528 |
| NYLIM ETF TR | QAI | Other | 1.74% | 99,257 | +371 | +0.38% | $3,577,223 |
| VANGUARD INDEX FDS | VB | Other | 1.58% | 11,384 | -230 | -1.98% | $3,238,535 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.49% | 60,992 | +235 | +0.39% | $3,062,414 |
| ISHARES INC | IEMG | Other | 1.49% | 37,601 | -91 | -0.24% | $3,051,698 |
| ISHARES TR | ESGD | Other | 1.39% | 27,600 | -2,530 | -8.40% | $2,844,180 |
| ISHARES TR | IWD | Other | 1.30% | 10,806 | -210 | -1.91% | $2,679,138 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 1.24% | 3,885 | +5 | +0.13% | $2,551,584 |
| VANGUARD INDEX FDS | VTI | Other | 1.04% | 5,711 | -95 | -1.64% | $2,137,285 |
| INVESCO EXCHANGE TRADED FD T | SPGP | Other | 1.00% | 17,213 | -562 | -3.16% | $2,045,257 |
| APPLE INC | AAPL | Technology | 0.93% | 5,737 | -249 | -4.16% | $1,910,536 |
Showing 30 of 57 holdings in the latest reporting period.