Holders — by stockHoldings — by fund
Baron Financial Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001832093
$209.6M
disclosed book value
56
positions
11.9%
largest position share
Positions, as of 2026-06-30
top 56 of 56 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYSTATE STR SPDR S&P 500 ETF T | 33,282 | $24.9M | 11.9% |
| 2 | IWMISHARES TR | 71,916 | $21.6M | 10.3% |
| 3 | QQQINVESCO QQQ TR | 21,691 | $16.0M | 7.6% |
| 4 | VTIPVANGUARD MALVERN FDS | 273,385 | $13.7M | 6.6% |
| 5 | IWRISHARES TR | 79,767 | $8.8M | 4.2% |
| 6 | EFAISHARES TR | 74,534 | $7.7M | 3.7% |
| 7 | CWBSPDR SERIES TRUST | 71,576 | $7.7M | 3.7% |
| 8 | EEMISHARES TR | 93,833 | $6.4M | 3.1% |
| 9 | VNQVANGUARD INDEX FDS | 63,343 | $6.1M | 2.9% |
| 10 | ICVTISHARES TR | 49,453 | $6.0M | 2.9% |
| 11 | GLDSPDR GOLD TR | 15,992 | $5.9M | 2.8% |
| 12 | BNDXVANGUARD CHARLOTTE FDS | 116,890 | $5.7M | 2.7% |
| 13 | CGWINVESCO EXCH TRADED FD TR II | 82,725 | $5.4M | 2.6% |
| 14 | IQLTISHARES TR | 99,720 | $4.9M | 2.4% |
| 15 | DIVOAMPLIFY ETF TR | 107,039 | $4.9M | 2.3% |
| 16 | IJRISHARES TR | 29,855 | $4.4M | 2.1% |
| 17 | SUBISHARES TR | 40,800 | $4.3M | 2.1% |
| 18 | VHTVANGUARD WORLD FD | 13,870 | $4.1M | 2% |
| 19 | QAINEW YORK LIFE INVESTMENTS ET | 98,886 | $3.6M | 1.7% |
| 20 | IWFISHARES TR | 29,072 | $3.6M | 1.7% |
| 21 | BWXSPDR SERIES TRUST | 164,521 | $3.6M | 1.7% |
| 22 | VBVANGUARD INDEX FDS | 11,614 | $3.5M | 1.7% |
| 23 | IEMGISHARES INC | 37,692 | $3.1M | 1.5% |
| 24 | ESGDISHARES TR | 30,130 | $3.1M | 1.5% |
| 25 | SPDWSPDR INDEX SHS FDS | 60,757 | $3.1M | 1.5% |
| 26 | MDYSTATE STR SPDR S&P MIDCAP 40 | 3,880 | $2.7M | 1.3% |
| 27 | IWDISHARES TR | 11,016 | $2.7M | 1.3% |
| 28 | SPGPINVESCO EXCHANGE TRADED FD T | 17,775 | $2.2M | 1% |
| 29 | VTIVANGUARD INDEX FDS | 5,806 | $2.1M | 1% |
| 30 | ESGEISHARES INC | 36,366 | $2.0M | 0.9% |
| 31 | IJHISHARES TR | 23,337 | $1.8M | 0.9% |
| 32 | AAPLAPPLE INC | 5,986 | $1.7M | 0.8% |
| 33 | CCITIGROUP INC | 7,809 | $1.1M | 0.5% |
| 34 | XLUSELECT SECTOR SPDR TR | 22,212 | $1.0M | 0.5% |
| 35 | EXMOCEXXON MOBIL CORP | 6,711 | $917,483 | 0.4% |
| 36 | VOOVANGUARD INDEX FDS | 1,329 | $912,867 | 0.4% |
| 37 | SRVRPACER FDS TR | 26,713 | $848,673 | 0.4% |
| 38 | IBMINTERNATIONAL BUSINESS MACHS | 2,661 | $748,241 | 0.4% |
| 39 | NVDANVIDIA CORPORATION | 3,074 | $615,083 | 0.3% |
| 40 | VGTVANGUARD WORLD FD | 5,024 | $600,469 | 0.3% |
| 41 | MSFTMICROSOFT CORP | 1,594 | $594,653 | 0.3% |
| 42 | MTUMISHARES TR | 1,470 | $503,961 | 0.2% |
| 43 | ARCCARES CAPITAL CORP | 25,977 | $481,353 | 0.2% |
| 44 | BSVVANGUARD BD INDEX FDS | 5,940 | $462,786 | 0.2% |
| 45 | ABBVABBVIE INC | 1,309 | $329,397 | 0.2% |
| 46 | GRIDFIRST TR EXCHANGE-TRADED FD | 1,707 | $327,318 | 0.2% |
| 47 | VIGVANGUARD SPECIALIZED FUNDS | 1,367 | $323,460 | 0.2% |
| 48 | CLCOLGATE PALMOLIVE CO | 3,415 | $313,088 | 0.1% |
| 49 | IEFAISHARES TR | 3,231 | $312,050 | 0.1% |
| 50 | JPMJPMORGAN CHASE & CO | 815 | $266,774 | 0.1% |
| 51 | MUBISHARES TR | 2,420 | $260,441 | 0.1% |
| 52 | ICLNISHARES TR | 12,355 | $253,154 | 0.1% |
| 53 | BATTAMPLIFY ETF TR | 13,925 | $214,028 | 0.1% |
| 54 | VUGVANGUARD INDEX FDS | 2,436 | $209,838 | 0.1% |
| 55 | DSIISHARES TR | 1,465 | $208,602 | 0.1% |
| 56 | IVWISHARES TR | 1,502 | $206,517 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.