Baron Financial Group, Llc Portfolio Stock Holdings
Baron Financial Group, Llc disclosed 53 stock positions valued at approximately $185.4 million in its latest SEC 13F filing. The largest holdings include STATE STR SPDR S&P 500 ETF T, ISHARES TR, and VANGUARD MALVERN FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 9, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 53
- Portfolio Value
- $185.4M
Holdings by Sector
Baron Financial Group, Llc Portfolio Holdings in Q1 2026
53 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 11.45% | 32,652 | +504 | +1.57% | $21,234,956 |
| ISHARES TR | IWM | Other | 9.79% | 73,195 | -548 | -0.74% | $18,152,380 |
| VANGUARD MALVERN FDS | VTIP | Other | 7.11% | 264,090 | +7,580 | +2.96% | $13,191,296 |
| INVESCO QQQ TR | QQQ | Other | 6.74% | 21,667 | +233 | +1.09% | $12,505,475 |
| ISHARES TR | EFA | Other | 3.92% | 74,781 | -449 | -0.60% | $7,263,473 |
| SPDR GOLD TR | GLD | Other | 3.78% | 16,282 | -1,447 | -8.16% | $7,005,982 |
| SPDR SERIES TRUST | CWB | Other | 3.57% | 72,386 | -115 | -0.16% | $6,624,767 |
| ISHARES TR | IWR | Other | 3.57% | 68,036 | +3,027 | +4.66% | $6,615,141 |
| VANGUARD INDEX FDS | VNQ | Other | 3.05% | 63,655 | +1,663 | +2.68% | $5,646,223 |
| ISHARES TR | EEM | Other | 2.91% | 94,971 | -2,350 | -2.41% | $5,393,385 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.90% | 111,972 | +6,547 | +6.21% | $5,380,255 |
| INVESCO EXCH TRADED FD TR II | CGW | Other | 2.87% | 83,237 | -1,548 | -1.83% | $5,322,174 |
| ISHARES TR | ICVT | Other | 2.73% | 49,763 | +43 | +0.09% | $5,065,376 |
| AMPLIFY ETF TR | DIVO | Other | 2.55% | 105,559 | +2,560 | +2.49% | $4,734,322 |
| ISHARES TR | IQLT | Other | 2.50% | 100,242 | -1,813 | -1.78% | $4,634,188 |
| ISHARES TR | SUB | Other | 2.35% | 40,930 | -15 | -0.04% | $4,359,045 |
| VANGUARD WORLD FD | VHT | Other | 2.12% | 14,444 | -22 | -0.15% | $3,933,535 |
| ISHARES TR | IJR | Other | 2.06% | 30,683 | -974 | -3.08% | $3,814,204 |
| NEW YORK LIFE INVESTMENTS ET | QAI | Other | 1.81% | 98,371 | +1,640 | +1.70% | $3,356,419 |
| SPDR SERIES TRUST | BWX | Other | 1.76% | 148,891 | +16,270 | +12.27% | $3,268,158 |
| ISHARES TR | IWF | Other | 1.70% | 7,378 | -110 | -1.47% | $3,145,980 |
| ISHARES TR | ESGD | Other | 1.65% | 32,090 | -840 | -2.55% | $3,068,446 |
| VANGUARD INDEX FDS | VB | Other | 1.63% | 11,550 | +278 | +2.47% | $3,025,245 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.49% | 60,578 | -320 | -0.53% | $2,765,408 |
| ISHARES INC | IEMG | Other | 1.47% | 39,093 | -3,197 | -7.56% | $2,726,737 |
| ISHARES TR | IWD | Other | 1.30% | 11,241 | -215 | -1.88% | $2,401,870 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 1.29% | 3,887 | -62 | -1.57% | $2,397,059 |
| INVESCO EXCHANGE TRADED FD T | SPGP | Other | 1.08% | 18,575 | +10 | +0.05% | $1,999,048 |
| ISHARES INC | ESGE | Other | 1.04% | 42,586 | -2,866 | -6.31% | $1,936,386 |
| VANGUARD INDEX FDS | VTI | Other | 1.02% | 5,887 | -72 | -1.21% | $1,888,609 |
| ISHARES TR | IJH | Other | 0.83% | 22,812 | -669 | -2.85% | $1,540,495 |
| APPLE INC | AAPL | Technology | 0.82% | 5,984 | -1,778 | -22.91% | $1,518,799 |
| EXXON MOBIL CORP | XOM | Energy | 0.61% | 6,710 | - | - | $1,138,457 |
| PACER FDS TR | SRVR | Other | 0.40% | 23,910 | +6,535 | +37.61% | $746,471 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.37% | 14,880 | +5,575 | +59.91% | $682,844 |
| CITIGROUP INC | C | Financial Services | 0.35% | 5,700 | -166 | -2.83% | $646,437 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.35% | 2,663 | +19 | +0.72% | $645,384 |
| MICROSOFT CORP | MSFT | Technology | 0.32% | 1,608 | -211 | -11.60% | $595,370 |
| NVIDIA CORPORATION | NVDA | Technology | 0.29% | 3,065 | -297 | -8.83% | $534,528 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.25% | 5,985 | -292 | -4.65% | $469,284 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.25% | 25,977 | - | - | $468,104 |
| VANGUARD INDEX FDS | VOO | Other | 0.24% | 739 | +364 | +97.07% | $441,542 |
| VANGUARD WORLD FD | VGT | Other | 0.24% | 628 | - | - | $438,169 |
| ISHARES TR | MTUM | Other | 0.19% | 1,505 | -50 | -3.22% | $361,185 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.16% | 1,367 | - | - | $293,988 |
| ISHARES TR | IEFA | Other | 0.16% | 3,246 | -55 | -1.67% | $293,861 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.16% | 3,415 | - | - | $291,061 |
| ABBVIE INC | ABBV | Healthcare | 0.15% | 1,309 | - | - | $284,695 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 0.14% | 1,595 | +131 | +8.95% | $260,911 |
| ISHARES TR | MUB | Other | 0.14% | 2,420 | - | - | $256,883 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.13% | 815 | - | - | $239,741 |
| ISHARES TR | ICLN | Other | 0.11% | 11,500 | +970 | +9.21% | $210,335 |
| AMPLIFY ETF TR | BATT | Other | 0.10% | 12,880 | +1,265 | +10.89% | $191,784 |