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Baron Financial Group, LLC — 13F Holdings & Portfolio

CIK 1832093 · latest 13F-HR filed 2026-07-09

Backtest portfolio

Baron Financial Group, LLC manages $209.6M in 13F-reported U.S. long-equity assets across 56 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (11.86%), IWM (10.31%), QQQ (7.62%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 0, added to 41, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
16-00 STATE ROUTE 208 SOUTH
SUITE 104
FAIR LAWN, NJ 07410
Phone
(201) 791-6408
Filing Manager
Baron Financial Group, LLC
Fair Lawn, NJ
Signatory
Gregory Cannillo
Chief Compliance Officer
Loading holdings…
AUM

$209.6M

Long-equity book

Holdings

56

Distinct positions

Period

2026-06-30

Filed 2026-07-09

Q/Q Activity

+3 / −0 / ↑41 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR S&P 500 ETF T$3.6M +17.0%
  • INVESCO QQQ TR$3.5M +27.7%
  • ISHARES TR$3.5M +19.0%
  • ISHARES TR$2.2M +33.0%
  • SPDR SERIES TRUST$1.1M +16.5%
Show all 41 →

Top Trims

  • SPDR GOLD TR-$1.1M -15.9%
  • EXXON MOBIL CORP-$221.0K -19.4%
Show all 2 →

New Positions

  • VANGUARD INDEX FDS$209.8K
  • ISHARES TR$208.6K
  • ISHARES TR$206.5K
Show all 3 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $24.9M 11.86% 33,282 SH
2 ISHARES TR IWM 464287655 $21.6M 10.31% 71,916 SH
3 INVESCO QQQ TR QQQ 46090E103 $16.0M 7.62% 21,691 SH
4 VANGUARD MALVERN FDS VTIP 922020805 $13.7M 6.55% 273,385 SH
5 ISHARES TR IWR 464287499 $8.8M 4.20% 79,767 SH
6 ISHARES TR EFA 464287465 $7.7M 3.69% 74,534 SH
7 SPDR SERIES TRUST CWB 78464A359 $7.7M 3.68% 71,576 SH
8 ISHARES TR EEM 464287234 $6.4M 3.06% 93,833 SH
9 VANGUARD INDEX FDS VNQ 922908553 $6.1M 2.91% 63,343 SH
10 ISHARES TR ICVT 46435G102 $6.0M 2.87% 49,453 SH
11 SPDR GOLD TR GLD 78463V107 $5.9M 2.81% 15,992 SH
12 VANGUARD CHARLOTTE FDS BNDX 92203J407 $5.7M 2.70% 116,890 SH
13 INVESCO EXCH TRADED FD TR II CGW 46138E263 $5.4M 2.59% 82,725 SH
14 ISHARES TR IQLT 46434V456 $4.9M 2.36% 99,720 SH
15 AMPLIFY ETF TR DIVO 032108409 $4.9M 2.33% 107,039 SH
16 ISHARES TR IJR 464287804 $4.4M 2.11% 29,855 SH
17 ISHARES TR SUB 464288158 $4.3M 2.07% 40,800 SH
18 VANGUARD WORLD FD VHT 92204A504 $4.1M 1.98% 13,870 SH
19 NEW YORK LIFE INVESTMENTS ET QAI 45409B107 $3.6M 1.73% 98,886 SH
20 ISHARES TR IWF 464287614 $3.6M 1.72% 29,072 SH
21 SPDR SERIES TRUST BWX 78464A516 $3.6M 1.70% 164,521 SH
22 VANGUARD INDEX FDS VB 922908751 $3.5M 1.68% 11,614 SH
23 ISHARES INC IEMG 46434G103 $3.1M 1.49% 37,692 SH
24 ISHARES TR ESGD 46435G516 $3.1M 1.48% 30,130 SH
25 SPDR INDEX SHS FDS SPDW 78463X889 $3.1M 1.46% 60,757 SH
26 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $2.7M 1.30% 3,880 SH
27 ISHARES TR IWD 464287598 $2.7M 1.27% 11,016 SH
28 INVESCO EXCHANGE TRADED FD T SPGP 46137V431 $2.2M 1.04% 17,775 SH
29 VANGUARD INDEX FDS VTI 922908769 $2.1M 1.03% 5,806 SH
30 ISHARES INC ESGE 46434G863 $2.0M 0.95% 36,366 SH
31 ISHARES TR IJH 464287507 $1.8M 0.86% 23,337 SH
32 APPLE INC AAPL 037833100 $1.7M 0.83% 5,986 SH
33 CITIGROUP INC C 172967424 $1.1M 0.52% 7,809 SH
34 SELECT SECTOR SPDR TR XLU 81369Y886 $1.0M 0.48% 22,212 SH
35 EXXON MOBIL CORP XOM 30231G102 $917.5K 0.44% 6,711 SH
36 VANGUARD INDEX FDS VOO 922908363 $912.9K 0.44% 1,329 SH
37 PACER FDS TR SRVR 69374H741 $848.7K 0.40% 26,713 SH
38 INTERNATIONAL BUSINESS MACHS IBM 459200101 $748.2K 0.36% 2,661 SH
39 NVIDIA CORPORATION NVDA 67066G104 $615.1K 0.29% 3,074 SH
40 VANGUARD WORLD FD VGT 92204A702 $600.5K 0.29% 5,024 SH
41 MICROSOFT CORP MSFT 594918104 $594.7K 0.28% 1,594 SH
42 ISHARES TR MTUM 46432F396 $504.0K 0.24% 1,470 SH
43 ARES CAPITAL CORP ARCC 04010L103 $481.4K 0.23% 25,977 SH
44 VANGUARD BD INDEX FDS BSV 921937827 $462.8K 0.22% 5,940 SH
45 ABBVIE INC ABBV 00287Y109 $329.4K 0.16% 1,309 SH
46 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $327.3K 0.16% 1,707 SH
47 VANGUARD SPECIALIZED FUNDS VIG 921908844 $323.5K 0.15% 1,367 SH
48 COLGATE PALMOLIVE CO CL 194162103 $313.1K 0.15% 3,415 SH
49 ISHARES TR IEFA 46432F842 $312.1K 0.15% 3,231 SH
50 JPMORGAN CHASE & CO JPM 46625H100 $266.8K 0.13% 815 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-09 $209.6M 56 0002085853-26-000675
2026-03-31 2026-04-09 $185.4M 53 0002085853-26-000326
2025-12-31 2026-01-09 $186.5M 57 0002085853-26-000019