Baron Financial Group, LLC

Est. AUM

$185.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$21.2M	32652	11.45%	SOLE
2	ISHARES TR	RUSSELL 2000 ETF	$18.2M	73195	9.79%	SOLE
3	VANGUARD MALVERN FDS	STRM INFPROIDX	$13.2M	264090	7.11%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$12.5M	21667	6.74%	SOLE
5	ISHARES TR	MSCI EAFE ETF	$7.3M	74781	3.92%	SOLE
6	SPDR GOLD TR	GOLD SHS	$7.0M	16282	3.78%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$6.6M	72386	3.57%	SOLE
8	ISHARES TR	RUS MID CAP ETF	$6.6M	68036	3.57%	SOLE
9	VANGUARD INDEX FDS	REAL ESTATE ETF	$5.6M	63655	3.05%	SOLE
10	ISHARES TR	MSCI EMG MKT ETF	$5.4M	94971	2.91%	SOLE
11	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$5.4M	111972	2.90%	SOLE
12	INVESCO EXCH TRADED FD TR II	S&P GBL WATER	$5.3M	83237	2.87%	SOLE
13	ISHARES TR	CONV BD ETF	$5.1M	49763	2.73%	SOLE
14	AMPLIFY ETF TR	CWP ENHANCED DIV	$4.7M	105559	2.55%	SOLE
15	ISHARES TR	MSCI INTL QUALTY	$4.6M	100242	2.50%	SOLE
16	ISHARES TR	SHRT NAT MUN ETF	$4.4M	40930	2.35%	SOLE
17	VANGUARD WORLD FD	HEALTH CAR ETF	$3.9M	14444	2.12%	SOLE
18	ISHARES TR	CORE S&P SCP ETF	$3.8M	30683	2.06%	SOLE
19	NEW YORK LIFE INVESTMENTS ET	NYLI HEDGE MULTI	$3.4M	98371	1.81%	SOLE
20	SPDR SERIES TRUST	BLOOMBERG INTL T	$3.3M	148891	1.76%	SOLE
21	ISHARES TR	RUS 1000 GRW ETF	$3.1M	7378	1.70%	SOLE
22	ISHARES TR	ESG AW MSCI EAFE	$3.1M	32090	1.65%	SOLE
23	VANGUARD INDEX FDS	SMALL CP ETF	$3.0M	11550	1.63%	SOLE
24	SPDR INDEX SHS FDS	STATE STREET SPD	$2.8M	60578	1.49%	SOLE
25	ISHARES INC	CORE MSCI EMKT	$2.7M	39093	1.47%	SOLE
26	ISHARES TR	RUS 1000 VAL ETF	$2.4M	11241	1.30%	SOLE
27	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.4M	3887	1.29%	SOLE
28	INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$2.0M	18575	1.08%	SOLE
29	ISHARES INC	ESG AWR MSCI EM	$1.9M	42586	1.04%	SOLE
30	VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	5887	1.02%	SOLE
31	ISHARES TR	CORE S&P MCP ETF	$1.5M	22812	0.83%	SOLE
32	APPLE INC	COM	$1.5M	5984	0.82%	SOLE
33	EXXON MOBIL CORP	COM	$1.1M	6710	0.61%	SOLE
34	PACER FDS TR	DATA AND INFRAST	$746K	23910	0.40%	SOLE
35	SELECT SECTOR SPDR TR	STATE STREET UTI	$683K	14880	0.37%	SOLE
36	CITIGROUP INC	COM NEW	$646K	5700	0.35%	SOLE
37	INTERNATIONAL BUSINESS MACHS	COM	$645K	2663	0.35%	SOLE
38	MICROSOFT CORP	COM	$595K	1608	0.32%	SOLE
39	NVIDIA CORPORATION	COM	$535K	3065	0.29%	SOLE
40	VANGUARD BD INDEX FDS	SHORT TRM BOND	$469K	5985	0.25%	SOLE
41	ARES CAPITAL CORP	COM	$468K	25977	0.25%	SOLE
42	VANGUARD INDEX FDS	S&P 500 ETF SHS	$442K	739	0.24%	SOLE
43	VANGUARD WORLD FD	INF TECH ETF	$438K	628	0.24%	SOLE
44	ISHARES TR	MSCI USA MMENTM	$361K	1505	0.19%	SOLE
45	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$294K	1367	0.16%	SOLE
46	ISHARES TR	CORE MSCI EAFE	$294K	3246	0.16%	SOLE
47	COLGATE PALMOLIVE CO	COM	$291K	3415	0.16%	SOLE
48	ABBVIE INC	COM	$285K	1309	0.15%	SOLE
49	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$261K	1595	0.14%	SOLE
50	ISHARES TR	NATIONAL MUN ETF	$257K	2420	0.14%	SOLE

1–50 of 53

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.