Baron Financial Group, LLC Top Holdings and 13F Report (2026) About Baron Financial Group, LLCInvestment ActivityBaron Financial Group, LLC has $185.41 million in total holdings as of March 31, 2026.Baron Financial Group, LLC owns shares of 53 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 1.59% of the portfolio was purchased this quarter.About 1.87% of the portfolio was sold this quarter.This quarter, Baron Financial Group, LLC has purchased 57 new stocks and bought additional shares in 19 stocks.Baron Financial Group, LLC sold shares of 26 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $21,234,956iShares Russell 2000 ETF $18,152,380Vanguard Short-Term Inflation-Protected Securities ETF $13,191,296Invesco QQQ $12,505,475iShares MSCI EAFE ETF $7,263,473 Largest Purchases this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 7,580 shares (about $378.62K)SPDR Bloomberg International Treasury Bond ETF 16,270 shares (about $357.13K)SPDR S&P 500 ETF Trust 504 shares (about $327.77K)Vanguard Total International Bond ETF 6,547 shares (about $314.58K)iShares Russell Mid-Cap ETF 3,027 shares (about $294.32K) Largest Sales this Quarter SPDR Gold Shares 1,447 shares (about $622.63K)Apple 1,778 shares (about $451.27K)iShares Core MSCI Emerging Markets ETF 3,197 shares (about $222.99K)iShares Russell 2000 ETF 548 shares (about $135.90K)iShares MSCI Emerging Markets ETF 2,350 shares (about $133.46K) 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$21,234,956$327,772 ▲1.6%32,65211.5%FinanceIWMiShares Russell 2000 ETF$18,152,380$135,904 ▼-0.7%73,1959.8%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$13,191,296$378,621 ▲3.0%264,0907.1%ManufacturingQQQInvesco QQQ$12,505,475$134,480 ▲1.1%21,6676.7%FinanceEFAiShares MSCI EAFE ETF$7,263,473$43,611 ▼-0.6%74,7813.9%FinanceGLDSPDR Gold Shares$7,005,982$622,630 ▼-8.2%16,2823.8%FinanceCWBSPDR Bloomberg Convertible Securities ETF$6,624,767$10,525 ▼-0.2%72,3863.6%ETFIWRiShares Russell Mid-Cap ETF$6,615,141$294,315 ▲4.7%68,0363.6%ETFVNQVanguard Real Estate ETF$5,646,223$147,509 ▲2.7%63,6553.0%ETFEEMiShares MSCI Emerging Markets ETF$5,393,385$133,456 ▼-2.4%94,9712.9%FinanceBNDXVanguard Total International Bond ETF$5,380,255$314,583 ▲6.2%111,9722.9%ETFCGWInvesco S&P Global Water Index ETF$5,322,174$98,979 ▼-1.8%83,2372.9%ETFICVTiShares Convertible Bond ETF$5,065,376$4,377 ▲0.1%49,7632.7%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$4,734,322$114,816 ▲2.5%105,5592.6%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,634,188$83,815 ▼-1.8%100,2422.5%ETFSUBiShares Short-Term National Muni Bond ETF$4,359,045$1,598 ▼0.0%40,9302.4%ETFVHTVanguard Health Care ETF$3,933,535$5,991 ▼-0.2%14,4442.1%ETFIJRiShares Core S&P Small-Cap ETF$3,814,204$121,078 ▼-3.1%30,6832.1%ETFQAINYLI Hedge Multi-Strategy Tracker ETF$3,356,419$55,957 ▲1.7%98,3711.8%ETFBWXSPDR Bloomberg International Treasury Bond ETF$3,268,158$357,127 ▲12.3%148,8911.8%FinanceIWFiShares Russell 1000 Growth ETF$3,145,980$46,904 ▼-1.5%7,3781.7%ETFESGDiShares ESG Aware MSCI EAFE ETF$3,068,446$80,321 ▼-2.6%32,0901.7%ManufacturingVBVanguard Small-Cap ETF$3,025,245$72,815 ▲2.5%11,5501.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,765,408$14,608 ▼-0.5%60,5781.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,726,737$222,991 ▼-7.6%39,0931.5%ETFIWDiShares Russell 1000 Value ETF$2,401,870$45,939 ▼-1.9%11,2411.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,397,059$38,235 ▼-1.6%3,8871.3%ETFSPGPInvesco S&P 500 GARP ETF$1,999,048$1,076 ▲0.1%18,5751.1%ETFESGEiShares ESG Aware MSCI EM ETF$1,936,386$130,317 ▼-6.3%42,5861.0%ManufacturingVTIVanguard Total Stock Market ETF$1,888,609$23,098 ▼-1.2%5,8871.0%ETFIJHiShares Core S&P Mid-Cap ETF$1,540,495$45,178 ▼-2.8%22,8120.8%ETFAAPLApple$1,518,799$451,274 ▼-22.9%5,9840.8%Computer and TechnologyXOMExxonMobil$1,138,4570.0%6,7100.6%EnergySRVRPacer Data & Infrastructure Real Estate ETF$746,471$204,023 ▲37.6%23,9100.4%ETFXLUUtilities Select Sector SPDR Fund$682,844$255,837 ▲59.9%14,8800.4%ETFCCitigroup$646,437$18,826 ▼-2.8%5,7000.3%Financial ServicesIBMInternational Business Machines$645,384$4,605 ▲0.7%2,6630.3%Computer and TechnologyMSFTMicrosoft$595,370$78,124 ▼-11.6%1,6080.3%Computer and TechnologyNVDANVIDIA$534,528$51,796 ▼-8.8%3,0650.3%Computer and TechnologyBSVVanguard Short-Term Bond ETF$469,284$22,896 ▼-4.7%5,9850.3%ETFARCCAres Capital$468,1040.0%25,9770.3%FinanceVOOVanguard S&P 500 ETF$441,542$217,485 ▲97.1%7390.2%ETFVGTVanguard Information Technology ETF$438,1690.0%6280.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$361,185$12,000 ▼-3.2%1,5050.2%ETFVIGVanguard Dividend Appreciation ETF$293,9880.0%1,3670.2%ETFIEFAiShares Core MSCI EAFE ETF$293,861$4,979 ▼-1.7%3,2460.2%ETFCLColgate-Palmolive$291,0610.0%3,4150.2%Consumer StaplesABBVAbbVie$284,6950.0%1,3090.2%MedicalGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$260,911$21,429 ▲8.9%1,5950.1%ETFMUBiShares National Muni Bond ETF$256,8830.0%2,4200.1%ETFJPMJPMorgan Chase & Co.$239,7410.0%8150.1%FinanceICLNiShares Global Clean Energy ETF$210,335$17,741 ▲9.2%11,5000.1%ETFBATTAmplify Lithium & Battery Technology ETF$191,784$18,836 ▲10.9%12,8800.1%ETFVEAVanguard FTSE Developed Markets ETF$0$267,081 ▼-100.0%00.0%ETFVUGVanguard Growth ETF$0$243,443 ▼-100.0%00.0%ETFADPAutomatic Data Processing$0$218,191 ▼-100.0%00.0%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$0$201,619 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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