Baron Financial Group, LLC Top Holdings and 13F Report (2026) About Baron Financial Group, LLCInvestment ActivityBaron Financial Group, LLC has $209.57 million in total holdings as of June 30, 2026.Baron Financial Group, LLC owns shares of 56 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 3.82% of the portfolio was purchased this quarter.About 0.95% of the portfolio was sold this quarter.This quarter, Baron Financial Group, LLC has purchased 53 new stocks and bought additional shares in 23 stocks.Baron Financial Group, LLC sold shares of 24 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $24,854,057iShares Russell 2000 ETF $21,607,193Invesco QQQ $15,972,902Vanguard Short-Term Inflation-Protected Securities ETF $13,732,129iShares Russell Mid-Cap ETF $8,799,896 Largest New Holdings this Quarter 922908736 - Vanguard Growth ETF $209,838 Holding464288570 - iShares ESG MSCI KLD 400 ETF $208,602 Holding464287309 - iShares S&P 500 Growth ETF $206,517 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 21,694 shares (about $2.69M)iShares Russell Mid-Cap ETF 11,731 shares (about $1.29M)Vanguard Information Technology ETF 4,396 shares (about $525.41K)SPDR S&P 500 ETF Trust 630 shares (about $470.47K)Vanguard Short-Term Inflation-Protected Securities ETF 9,295 shares (about $466.89K) Largest Sales this Quarter iShares Russell 2000 ETF 1,279 shares (about $384.28K)iShares ESG Aware MSCI EM ETF 6,220 shares (about $340.17K)iShares ESG Aware MSCI EAFE ETF 1,960 shares (about $201.51K)Vanguard Health Care ETF 574 shares (about $171.63K)iShares Core S&P Small-Cap ETF 828 shares (about $122.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaron Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$24,854,057$470,466 â–²1.9%33,28211.9%FinanceIWMiShares Russell 2000 ETF$21,607,193$384,276 â–¼-1.7%71,91610.3%FinanceQQQInvesco QQQ$15,972,902$17,673 â–²0.1%21,6917.6%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$13,732,129$466,888 â–²3.5%273,3856.6%ManufacturingIWRiShares Russell Mid-Cap ETF$8,799,896$1,294,164 â–²17.2%79,7674.2%ETFEFAiShares MSCI EAFE ETF$7,742,637$25,659 â–¼-0.3%74,5343.7%FinanceCWBSPDR Bloomberg Convertible Securities ETF$7,717,325$87,334 â–¼-1.1%71,5763.7%ETFEEMiShares MSCI Emerging Markets ETF$6,419,093$77,850 â–¼-1.2%93,8333.1%FinanceVNQVanguard Real Estate ETF$6,108,120$30,086 â–¼-0.5%63,3432.9%ETFICVTiShares Convertible Bond ETF$6,020,409$37,739 â–¼-0.6%49,4532.9%ETFGLDSPDR Gold Shares$5,891,133$106,830 â–¼-1.8%15,9922.8%FinanceBNDXVanguard Total International Bond ETF$5,660,983$238,179 â–²4.4%116,8902.7%ETFCGWInvesco S&P Global Water Index ETF$5,437,515$33,654 â–¼-0.6%82,7252.6%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,941,126$25,865 â–¼-0.5%99,7202.4%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$4,891,683$67,636 â–²1.4%107,0392.3%ETFIJRiShares Core S&P Small-Cap ETF$4,427,796$122,801 â–¼-2.7%29,8552.1%ETFSUBiShares Short-Term National Muni Bond ETF$4,343,976$13,841 â–¼-0.3%40,8002.1%ETFVHTVanguard Health Care ETF$4,147,269$171,632 â–¼-4.0%13,8702.0%ETFQAINYLI Hedge Multi-Strategy Tracker ETF$3,619,228$18,849 â–²0.5%98,8861.7%ETFIWFiShares Russell 1000 Growth ETF$3,609,871$2,693,745 â–²294.0%29,0721.7%ETFBWXSPDR Bloomberg International Treasury Bond ETF$3,566,816$338,858 â–²10.5%164,5211.7%FinanceVBVanguard Small-Cap ETF$3,520,574$19,400 â–²0.6%11,6141.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,122,406$116,059 â–¼-3.6%37,6921.5%ETFESGDiShares ESG Aware MSCI EAFE ETF$3,097,666$201,508 â–¼-6.1%30,1301.5%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$3,061,551$9,020 â–²0.3%60,7571.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,728,925$4,923 â–¼-0.2%3,8801.3%ETFIWDiShares Russell 1000 Value ETF$2,670,615$54,547 â–¼-2.0%11,0161.3%ETFSPGPInvesco S&P 500 GARP ETF$2,173,713$97,832 â–¼-4.3%17,7751.0%ETFVTIVanguard Total Stock Market ETF$2,148,453$29,973 â–¼-1.4%5,8061.0%ETFESGEiShares ESG Aware MSCI EM ETF$1,988,857$340,172 â–¼-14.6%36,3660.9%ManufacturingIJHiShares Core S&P Mid-Cap ETF$1,799,517$40,483 â–²2.3%23,3370.9%ETFAAPLApple$1,732,119$579 â–²0.0%5,9860.8%Computer and TechnologyCCitigroup$1,092,948$295,176 â–²37.0%7,8090.5%Financial ServicesXLUUtilities Select Sector SPDR Fund$1,007,093$332,433 â–²49.3%22,2120.5%ETFXOMExxonMobil$917,483$137 â–²0.0%6,7110.4%EnergyVOOVanguard S&P 500 ETF$912,867$405,261 â–²79.8%1,3290.4%ETFSRVRPacer Data & Infrastructure Real Estate ETF$848,673$89,051 â–²11.7%26,7130.4%ETFIBMInternational Business Machines$748,241$562 â–¼-0.1%2,6610.4%Computer and TechnologyNVDANVIDIA$615,083$1,801 â–²0.3%3,0740.3%Computer and TechnologyVGTVanguard Information Technology ETF$600,469$525,410 â–²700.0%5,0240.3%ETFMSFTMicrosoft$594,653$5,223 â–¼-0.9%1,5940.3%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$503,961$11,999 â–¼-2.3%1,4700.2%ETFARCCAres Capital$481,3530.0%25,9770.2%FinanceBSVVanguard Short-Term Bond ETF$462,786$3,506 â–¼-0.8%5,9400.2%ETFABBVAbbVie$329,3970.0%1,3090.2%MedicalGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$327,318$21,476 â–²7.0%1,7070.2%ETFVIGVanguard Dividend Appreciation ETF$323,4600.0%1,3670.2%ETFCLColgate-Palmolive$313,0880.0%3,4150.1%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$312,050$1,449 â–¼-0.5%3,2310.1%ETFJPMJPMorgan Chase & Co.$266,7740.0%8150.1%FinanceMUBiShares National Muni Bond ETF$260,4410.0%2,4200.1%ETFICLNiShares Global Clean Energy ETF$253,154$17,519 â–²7.4%12,3550.1%ETFBATTAmplify Lithium & Battery Technology ETF$214,028$16,062 â–²8.1%13,9250.1%ETFVUGVanguard Growth ETF$209,838$209,838 â–²New Holding2,4360.1%ETFDSIiShares ESG MSCI KLD 400 ETF$208,602$208,602 â–²New Holding1,4650.1%ETFIVWiShares S&P 500 Growth ETF$206,517$206,517 â–²New Holding1,5020.1%ETFShowing largest 100 holdings. 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