Baron Financial Group, LLC 13F Holdings · Q3 2026
Baron Financial Group, LLC reported 57 securities worth $205.35M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: SPY (12.38%), IWM (9.54%), QQQ (7.80%). Among its top 25 positions this quarter: 8 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $25.4M | 12.38% | 33,328 | Added |
| 2 | IWM | ISHARES TR | $19.6M | 9.54% | 70,503 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $16.0M | 7.80% | 21,665 | Trimmed |
| 4 | VTIP | VANGUARD MALVERN FDS | $13.8M | 6.73% | 280,745 | Added |
| 5 | IWR | ISHARES TR | $9.0M | 4.38% | 84,361 | Added |
| 6 | EFA | ISHARES TR | $7.7M | 3.75% | 74,156 | Trimmed |
| 7 | CWB | SPDR SERIES TRUST | $7.2M | 3.50% | 71,101 | Trimmed |
| 8 | EEM | ISHARES TR | $6.2M | 3.04% | 93,542 | Trimmed |
| 9 | GLD | SPDR GOLD TR | $6.0M | 2.93% | 15,824 | Trimmed |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $5.7M | 2.78% | 121,620 | Added |
| 11 | VNQ | VANGUARD INDEX FDS | $5.7M | 2.76% | 63,212 | Trimmed |
| 12 | ICVT | ISHARES TR | $5.5M | 2.70% | 49,089 | Trimmed |
| 13 | CGW | INVESCO EXCH TRADED FD TR II | $5.1M | 2.51% | 82,603 | Trimmed |
| 14 | DIVO | AMPLIFY ETF TR | $5.0M | 2.45% | 108,040 | Added |
| 15 | IQLT | ISHARES TR | $4.9M | 2.39% | 99,135 | Trimmed |
| 16 | SUB | ISHARES TR | $4.3M | 2.07% | 40,725 | Trimmed |
| 17 | VHT | VANGUARD WORLD FD | $4.1M | 2.00% | 13,010 | Trimmed |
| 18 | IJR | ISHARES TR | $4.0M | 1.93% | 29,120 | Trimmed |
| 19 | BWX | SPDR SERIES TRUST | $3.8M | 1.83% | 177,376 | Added |
| 20 | IWF | ISHARES TR | $3.6M | 1.77% | 28,952 | Trimmed |
| 21 | QAI | NYLIM ETF TR | $3.6M | 1.74% | 99,257 | Added |
| 22 | VB | VANGUARD INDEX FDS | $3.2M | 1.58% | 11,384 | Trimmed |
| 23 | IEMG | ISHARES INC | $3.1M | 1.49% | 37,601 | Trimmed |
| 24 | SPDW | SPDR INDEX SHS FDS | $3.1M | 1.49% | 60,992 | Added |
| 25 | ESGD | ISHARES TR | $2.8M | 1.39% | 27,600 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR