Baron Financial Group, LLC Top Holdings and 13F Report (2026) About Baron Financial Group, LLCInvestment ActivityBaron Financial Group, LLC has $205.35 million in total holdings as of September 30, 2026.Baron Financial Group, LLC owns shares of 57 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 1.63% of the portfolio was purchased this quarter.About 1.64% of the portfolio was sold this quarter.This quarter, Baron Financial Group, LLC has purchased 56 new stocks and bought additional shares in 19 stocks.Baron Financial Group, LLC sold shares of 26 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $25,416,990iShares Russell 2000 ETF $19,592,114Invesco QQQ $16,026,905Vanguard Short-Term Inflation-Protected Securities ETF $13,818,269iShares Russell Mid-Cap ETF $9,002,163 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,081,474 Holding053015103 - Automatic Data Processing $216,779 Holding81369Y209 - Health Care Select Sector SPDR Fund $211,368 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 6,645 shares (about $1.08M)iShares Russell Mid-Cap ETF 4,594 shares (about $490.23K)Vanguard Short-Term Inflation-Protected Securities ETF 7,360 shares (about $362.26K)SPDR Bloomberg International Treasury Bond ETF 12,855 shares (about $272.27K)Vanguard Total International Bond ETF 4,730 shares (about $221.70K) Largest Sales this Quarter iShares Russell 2000 ETF 1,413 shares (about $392.66K)Vanguard Health Care ETF 860 shares (about $271.83K)iShares ESG Aware MSCI EAFE ETF 2,530 shares (about $260.72K)iShares ESG Aware MSCI EM ETF 2,735 shares (about $148.13K)iShares Core S&P Small-Cap ETF 735 shares (about $99.99K) 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$25,416,990$35,081 ▲0.1%33,32812.4%ETFIWMiShares Russell 2000 ETF$19,592,114$392,659 ▼-2.0%70,5039.5%ETFQQQInvesco QQQ$16,026,905$19,234 ▼-0.1%21,6657.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$13,818,269$362,259 ▲2.7%280,7456.7%ETFIWRiShares Russell Mid-Cap ETF$9,002,163$490,226 ▲5.8%84,3614.4%ETFEFAiShares MSCI EAFE ETF$7,704,112$39,271 ▼-0.5%74,1563.8%ETFCWBSPDR Bloomberg Convertible Securities ETF$7,194,000$48,061 ▼-0.7%71,1013.5%ETFEEMiShares MSCI Emerging Markets ETF$6,247,649$19,436 ▼-0.3%93,5423.0%ETFGLDSPDR Gold Shares$6,026,413$63,981 ▼-1.1%15,8242.9%ETFBNDXVanguard Total International Bond ETF$5,700,330$221,695 ▲4.0%121,6202.8%ETFVNQVanguard Real Estate ETF$5,665,657$11,741 ▼-0.2%63,2122.8%ETFICVTiShares Convertible Bond ETF$5,543,868$41,108 ▼-0.7%49,0892.7%ETFCGWInvesco S&P Global Water Index ETF$5,149,472$7,605 ▼-0.1%82,6032.5%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$5,022,780$46,536 ▲0.9%108,0402.4%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,904,209$28,940 ▼-0.6%99,1352.4%ETFSUBiShares Short-Term National Muni Bond ETF$4,257,392$7,841 ▼-0.2%40,7252.1%ETFVHTVanguard Health Care ETF$4,112,201$271,829 ▼-6.2%13,0102.0%ETFIJRiShares Core S&P Small-Cap ETF$3,961,485$99,989 ▼-2.5%29,1201.9%ETFBWXSPDR Bloomberg International Treasury Bond ETF$3,756,824$272,269 ▲7.8%177,3761.8%ETFIWFiShares Russell 1000 Growth ETF$3,626,528$15,031 ▼-0.4%28,9521.8%ETFQAINYLIM Hedge Multi-Strategy Tracker ETF$3,577,223$13,371 ▲0.4%99,2571.7%ETFVBVanguard Small-Cap ETF$3,238,535$65,431 ▼-2.0%11,3841.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,062,414$11,799 ▲0.4%60,9921.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,051,698$7,386 ▼-0.2%37,6011.5%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,844,180$260,717 ▼-8.4%27,6001.4%ETFIWDiShares Russell 1000 Value ETF$2,679,138$52,065 ▼-1.9%10,8061.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,551,584$3,284 ▲0.1%3,8851.2%ETFVTIVanguard Total Stock Market ETF$2,137,285$35,553 ▼-1.6%5,7111.0%ETFSPGPInvesco S&P 500 GARP ETF$2,045,257$66,777 ▼-3.2%17,2131.0%ETFAAPLApple$1,910,536$82,922 ▼-4.2%5,7370.9%TechnologyESGEiShares ESG Aware MSCI EM ETF$1,821,455$148,128 ▼-7.5%33,6310.9%ETFIJHiShares Core S&P Mid-Cap ETF$1,757,163$78,066 ▲4.6%24,4220.9%ETFEXXONMOBIL HOLDINGS CORP$1,081,474$1,081,474 ▲New Holding6,6450.5%COM SHSCCitigroup$1,011,1100.0%7,8090.5%FinanceVOOVanguard S&P 500 ETF$977,937$46,268 ▲5.0%1,3950.5%ETFXLUUtilities Select Sector SPDR Fund$951,569$75,528 ▲8.6%24,1270.5%ETFSRVRPacer Data & Infrastructure Real Estate ETF$830,013$73,233 ▲9.7%29,2980.4%ETFMSFTMicrosoft$817,954$513 ▲0.1%1,5950.4%TechnologyVGTVanguard Information Technology ETF$631,3670.0%5,0240.3%ETFIBMInternational Business Machines$586,018$880 ▲0.2%2,6650.3%TechnologyARCCAres Capital$496,1590.0%25,9770.2%FinanceBSVVanguard Short-Term Bond ETF$452,288$1,528 ▼-0.3%5,9200.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$433,170$33,321 ▼-7.1%1,3650.2%ETFABBVAbbVie$342,4220.0%1,3090.2%HealthcareGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$341,646$39,319 ▲13.0%1,9290.2%ETFVIGVanguard Dividend Appreciation ETF$318,9350.0%1,3670.2%ETFIEFAiShares Core MSCI EAFE ETF$309,145$3,875 ▼-1.2%3,1910.2%ETFCLColgate-Palmolive$291,3680.0%3,4150.1%Consumer StaplesJPMJPMorgan Chase & Co.$269,6270.0%8150.1%FinanceICLNiShares Global Clean Energy ETF$246,075$36,040 ▲17.2%14,4750.1%ETFMUBiShares National Muni Bond ETF$241,629$3,033 ▼-1.2%2,3900.1%ETFBATTAmplify Lithium & Battery Technology ETF$235,235$36,108 ▲18.1%16,4500.1%ETFVUGVanguard Growth ETF$219,5080.0%2,4360.1%ETFADPAutomatic Data Processing$216,779$216,779 ▲New Holding8400.1%IndustrialsDSIiShares ESG MSCI KLD 400 ETF$214,1540.0%1,4650.1%ETFIVWiShares S&P 500 Growth ETF$213,816$142 ▲0.1%1,5030.1%ETFXLVHealth Care Select Sector SPDR Fund$211,368$211,368 ▲New Holding1,2550.1%ETFXOMExxonMobil$0$917,483 ▼-100.0%00.0%EnergyNVDANVIDIA$0$615,083 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. 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