Baron Financial Group

Fair Lawn, NJfiles as Baron Financial Group, LLC

$210m in 56 US stocks at the end of 30 June 2026. The top 10 are 56.8% of the money. It changed about 4.0% of the portfolio this quarter.

Value

$210m

Stocks

Top 10 share

56.8%

Turnover

4.0%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard Index FDSVUG
0.1% of the fund
Ishares TRDSI
<0.1% of the fund
Ishares TRIVW
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Malvern FDSVTIP
6.6% of the fund
+4%
Ishares TRIWR
4.2% of the fund
+17%
Vanguard Charlotte FDSBNDX
2.7% of the fund
+4%
Spdr Series TrustBWX
1.7% of the fund
+11%
Ishares TRIJH
0.9% of the fund
+2%
CitigroupC
0.5% of the fund
+37%
Select Sector Spdr TRXLU
0.5% of the fund
+49%
Vanguard Index FDSVOO
0.4% of the fund
+80%
Pacer FDS TRSRVR
0.4% of the fund
+12%
First TR Exchange-Traded FDGRID
0.2% of the fund
+7%
Ishares TRICLN
0.1% of the fund
+7%
Amplify ETF TRBATT
0.1% of the fund
+8%

Cut

Sold some of their stake.

Ishares TRIJR
2.1% of the fund
-3%
Vanguard World FDVHT
2.0% of the fund
-4%
IsharesIEMG
1.5% of the fund
-4%
Ishares TRESGD
1.5% of the fund
-6%
Ishares TRIWD
1.3% of the fund
-2%
Invesco Exchange Traded FD TSPGP
1.0% of the fund
-4%
IsharesESGE
0.9% of the fund
-15%
Ishares TRMTUM
0.2% of the fund
-2%

Sold out

Sold their entire stake.

None this quarter.

Holdings

State STR Spdr S&P 500 ETF TSPY
Share
11.9%
Value
$25m
Shares
33,282
Held
Ishares TRIWM
Share
10.3%
Value
$22m
Shares
71,916
Held
Invesco QQQ TRQQQ
Share
7.6%
Value
$16m
Shares
21,691
Held
Vanguard Malvern FDSVTIP
Share
6.6%
Value
$14m
Shares
273,385
+4%
Ishares TRIWR
Share
4.2%
Value
$9m
Shares
79,767
+17%
Ishares TREFA
Share
3.7%
Value
$8m
Shares
74,534
Held
Spdr Series TrustCWB
Share
3.7%
Value
$8m
Shares
71,576
Held
Ishares TREEM
Share
3.1%
Value
$6m
Shares
93,833
Held
Vanguard Index FDSVNQ
Share
2.9%
Value
$6m
Shares
63,343
Held
Ishares TRICVT
Share
2.9%
Value
$6m
Shares
49,453
Held
Spdr Gold TRGLD
Share
2.8%
Value
$6m
Shares
15,992
Held
Vanguard Charlotte FDSBNDX
Share
2.7%
Value
$6m
Shares
116,890
+4%
Invesco Exch Traded FD TR IICGW
Share
2.6%
Value
$5m
Shares
82,725
Held
Ishares TRIQLT
Share
2.4%
Value
$5m
Shares
99,720
Held
Amplify ETF TRDIVO
Share
2.3%
Value
$5m
Shares
107,039
Held
Ishares TRIJR
Share
2.1%
Value
$4m
Shares
29,855
-3%
Ishares TRSUB
Share
2.1%
Value
$4m
Shares
40,800
Held
Vanguard World FDVHT
Share
2.0%
Value
$4m
Shares
13,870
-4%
New York Life Investments ETQAI
Share
1.7%
Value
$4m
Shares
98,886
Held
Ishares TRIWF
Share
1.7%
Value
$4m
Shares
29,072
Held
Spdr Series TrustBWX
Share
1.7%
Value
$4m
Shares
164,521
+11%
Vanguard Index FDSVB
Share
1.7%
Value
$4m
Shares
11,614
Held
IsharesIEMG
Share
1.5%
Value
$3m
Shares
37,692
-4%
Ishares TRESGD
Share
1.5%
Value
$3m
Shares
30,130
-6%
Spdr Index SHS FDSSPDW
Share
1.5%
Value
$3m
Shares
60,757
Held
State STR Spdr S&P Midcap 40MDY
Share
1.3%
Value
$3m
Shares
3,880
Held
Ishares TRIWD
Share
1.3%
Value
$3m
Shares
11,016
-2%
Invesco Exchange Traded FD TSPGP
Share
1.0%
Value
$2m
Shares
17,775
-4%
Vanguard Index FDSVTI
Share
1.0%
Value
$2m
Shares
5,806
Held
IsharesESGE
Share
0.9%
Value
$2m
Shares
36,366
-15%
Ishares TRIJH
Share
0.9%
Value
$2m
Shares
23,337
+2%
AppleAAPL
Share
0.8%
Value
$2m
Shares
5,986
Held
CitigroupC
Share
0.5%
Value
$1m
Shares
7,809
+37%
Select Sector Spdr TRXLU
Share
0.5%
Value
$1m
Shares
22,212
+49%
ExxonMobil HoldingsXOM
Share
0.4%
Value
$917,483
Shares
6,711
Held
Vanguard Index FDSVOO
Share
0.4%
Value
$912,867
Shares
1,329
+80%
Pacer FDS TRSRVR
Share
0.4%
Value
$848,673
Shares
26,713
+12%
International Business MachinesIBM
Share
0.4%
Value
$748,241
Shares
2,661
Held
NvidiaNVDA
Share
0.3%
Value
$615,083
Shares
3,074
Held
Vanguard World FDVGT
Share
0.3%
Value
$600,469
Shares
5,024
Held
MicrosoftMSFT
Share
0.3%
Value
$594,653
Shares
1,594
Held
Ishares TRMTUM
Share
0.2%
Value
$503,961
Shares
1,470
-2%
Ares CapitalARCC
Share
0.2%
Value
$481,353
Shares
25,977
Held
Vanguard BD Index FDSBSV
Share
0.2%
Value
$462,786
Shares
5,940
Held
AbbVieABBV
Share
0.2%
Value
$329,397
Shares
1,309
Held
First TR Exchange-Traded FDGRID
Share
0.2%
Value
$327,318
Shares
1,707
+7%
Vanguard Specialized FundsVIG
Share
0.2%
Value
$323,460
Shares
1,367
Held
Colgate-PalmoliveCL
Share
0.1%
Value
$313,088
Shares
3,415
Held
Ishares TRIEFA
Share
0.1%
Value
$312,050
Shares
3,231
Held
JPMorgan ChaseJPM
Share
0.1%
Value
$266,774
Shares
815
Held
Ishares TRMUB
Share
0.1%
Value
$260,441
Shares
2,420
Held
Ishares TRICLN
Share
0.1%
Value
$253,154
Shares
12,355
+7%
Amplify ETF TRBATT
Share
0.1%
Value
$214,028
Shares
13,925
+8%
Vanguard Index FDSVUG
Share
0.1%
Value
$209,838
Shares
2,436
New
Ishares TRDSI
Share
<0.1%
Value
$208,602
Shares
1,465
New
Ishares TRIVW
Share
<0.1%
Value
$206,517
Shares
1,502
New

Company	Share of fund	Value	Shares	Change
State STR Spdr S&P 500 ETF TSPY	11.9%	$25m	33,282	Held
Ishares TRIWM	10.3%	$22m	71,916	Held
Invesco QQQ TRQQQ	7.6%	$16m	21,691	Held
Vanguard Malvern FDSVTIP	6.6%	$14m	273,385	+4%
Ishares TRIWR	4.2%	$9m	79,767	+17%
Ishares TREFA	3.7%	$8m	74,534	Held
Spdr Series TrustCWB	3.7%	$8m	71,576	Held
Ishares TREEM	3.1%	$6m	93,833	Held
Vanguard Index FDSVNQ	2.9%	$6m	63,343	Held
Ishares TRICVT	2.9%	$6m	49,453	Held
Spdr Gold TRGLD	2.8%	$6m	15,992	Held
Vanguard Charlotte FDSBNDX	2.7%	$6m	116,890	+4%
Invesco Exch Traded FD TR IICGW	2.6%	$5m	82,725	Held
Ishares TRIQLT	2.4%	$5m	99,720	Held
Amplify ETF TRDIVO	2.3%	$5m	107,039	Held
Ishares TRIJR	2.1%	$4m	29,855	-3%
Ishares TRSUB	2.1%	$4m	40,800	Held
Vanguard World FDVHT	2.0%	$4m	13,870	-4%
New York Life Investments ETQAI	1.7%	$4m	98,886	Held
Ishares TRIWF	1.7%	$4m	29,072	Held
Spdr Series TrustBWX	1.7%	$4m	164,521	+11%
Vanguard Index FDSVB	1.7%	$4m	11,614	Held
IsharesIEMG	1.5%	$3m	37,692	-4%
Ishares TRESGD	1.5%	$3m	30,130	-6%
Spdr Index SHS FDSSPDW	1.5%	$3m	60,757	Held
State STR Spdr S&P Midcap 40MDY	1.3%	$3m	3,880	Held
Ishares TRIWD	1.3%	$3m	11,016	-2%
Invesco Exchange Traded FD TSPGP	1.0%	$2m	17,775	-4%
Vanguard Index FDSVTI	1.0%	$2m	5,806	Held
IsharesESGE	0.9%	$2m	36,366	-15%
Ishares TRIJH	0.9%	$2m	23,337	+2%
AppleAAPL	0.8%	$2m	5,986	Held
CitigroupC	0.5%	$1m	7,809	+37%
Select Sector Spdr TRXLU	0.5%	$1m	22,212	+49%
ExxonMobil HoldingsXOM	0.4%	$917,483	6,711	Held
Vanguard Index FDSVOO	0.4%	$912,867	1,329	+80%
Pacer FDS TRSRVR	0.4%	$848,673	26,713	+12%
International Business MachinesIBM	0.4%	$748,241	2,661	Held
NvidiaNVDA	0.3%	$615,083	3,074	Held
Vanguard World FDVGT	0.3%	$600,469	5,024	Held
MicrosoftMSFT	0.3%	$594,653	1,594	Held
Ishares TRMTUM	0.2%	$503,961	1,470	-2%
Ares CapitalARCC	0.2%	$481,353	25,977	Held
Vanguard BD Index FDSBSV	0.2%	$462,786	5,940	Held
AbbVieABBV	0.2%	$329,397	1,309	Held
First TR Exchange-Traded FDGRID	0.2%	$327,318	1,707	+7%
Vanguard Specialized FundsVIG	0.2%	$323,460	1,367	Held
Colgate-PalmoliveCL	0.1%	$313,088	3,415	Held
Ishares TRIEFA	0.1%	$312,050	3,231	Held
JPMorgan ChaseJPM	0.1%	$266,774	815	Held
Ishares TRMUB	0.1%	$260,441	2,420	Held
Ishares TRICLN	0.1%	$253,154	12,355	+7%
Amplify ETF TRBATT	0.1%	$214,028	13,925	+8%
Vanguard Index FDSVUG	0.1%	$209,838	2,436	New
Ishares TRDSI	<0.1%	$208,602	1,465	New
Ishares TRIVW	<0.1%	$206,517	1,502	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 23.0% since 30 June 2025.

Where the money is

Technology1.8%

Financial services0.6%

Energy0.4%

Health care0.2%

Everyday goods0.1%

Other96.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.