Baron Financial Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$185.4M
Q ending 2026-03-31
Prior quarter
$186.5M
Q ending 2025-12-31
Change
-0.6% QoQ · +16.6% YoY
Positions
53
reported holdings
Largest positions
All 53 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $21.2M | 33K |
| Ishares Tr | IWM | Shares | $18.2M | 73K |
| Vanguard Malvern Fds | VTIP | Shares | $13.2M | 264K |
| Invesco Qqq Tr | QQQ | Shares | $12.5M | 22K |
| Ishares Tr | EFA | Shares | $7.3M | 75K |
| Spdr Gold Tr | GLD | Shares | $7.0M | 16K |
| Spdr Series Trust | CWB | Shares | $6.6M | 72K |
| Ishares Tr | IWR | Shares | $6.6M | 68K |
| Vanguard Index Fds | VNQ | Shares | $5.6M | 64K |
| Ishares Tr | EEM | Shares | $5.4M | 95K |
| Vanguard Charlotte Fds | BNDX | Shares | $5.4M | 112K |
| Invesco Exch Traded Fd Tr Ii | CGW | Shares | $5.3M | 83K |
| Ishares Tr | ICVT | Shares | $5.1M | 50K |
| Amplify Etf Tr | DIVO | Shares | $4.7M | 106K |
| Ishares Tr | IQLT | Shares | $4.6M | 100K |
| Ishares Tr | SUB | Shares | $4.4M | 41K |
| Vanguard World Fd | VHT | Shares | $3.9M | 14K |
| Ishares Tr | IJR | Shares | $3.8M | 31K |
| New York Life Investments Et | QAI | Shares | $3.4M | 98K |
| Spdr Series Trust | BWX | Shares | $3.3M | 149K |
| Ishares Tr | IWF | Shares | $3.1M | 7K |
| Ishares Tr | ESGD | Shares | $3.1M | 32K |
| Vanguard Index Fds | VB | Shares | $3.0M | 12K |
| Spdr Index Shs Fds | SPDW | Shares | $2.8M | 61K |
| Ishares Inc | IEMG | Shares | $2.7M | 39K |
| Ishares Tr | IWD | Shares | $2.4M | 11K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $2.4M | 4K |
| Invesco Exchange Traded Fd T | SPGP | Shares | $2.0M | 19K |
| Ishares Inc | ESGE | Shares | $1.9M | 43K |
| Vanguard Index Fds | VTI | Shares | $1.9M | 6K |
| Ishares Tr | IJH | Shares | $1.5M | 23K |
| Apple Inc | AAPL | Shares | $1.5M | 6K |
| Exxon Mobil Corp | XOM | Shares | $1.1M | 7K |
| Pacer Fds Tr | SRVR | Shares | $746K | 24K |
| Select Sector Spdr Tr | XLU | Shares | $683K | 15K |
| Citigroup Inc | C | Shares | $646K | 6K |
| International Business Machs | IBM | Shares | $645K | 3K |
| Microsoft Corp | MSFT | Shares | $595K | 2K |
| Nvidia Corporation | NVDA | Shares | $535K | 3K |
| Vanguard Bd Index Fds | BSV | Shares | $469K | 6K |
| Ares Capital Corp | ARCC | Shares | $468K | 26K |
| Vanguard Index Fds | VOO | Shares | $442K | 739 |
| Vanguard World Fd | VGT | Shares | $438K | 628 |
| Ishares Tr | MTUM | Shares | $361K | 2K |
| Vanguard Specialized Funds | VIG | Shares | $294K | 1K |
| Ishares Tr | IEFA | Shares | $294K | 3K |
| Colgate Palmolive Co | CL | Shares | $291K | 3K |
| Abbvie Inc | ABBV | Shares | $285K | 1K |
| First Tr Exchange-Traded Fd | GRID | Shares | $261K | 2K |
| Ishares Tr | MUB | Shares | $257K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $240K | 815 |
| Ishares Tr | ICLN | Shares | $210K | 12K |
| Amplify Etf Tr | BATT | Shares | $192K | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.