Baron Financial Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Baron Financial Group, LLC reported 56 stock positions worth $209.6 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 11.9% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 10.3%) and Invesco QQQ Trust Series 1 (QQQ, 7.6%). Compared with Q1 2026, it opened 3 new positions, added to 21 and reduced 25. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +0%) and the biggest sale SPDR Gold Shares (GLD, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Fair Lawn, NJ
- CIK
- 0001832093
- Portfolio Value
- $209.6M (Q2 2026)
- SEC Filing
- 0002085853-26-000675 ↗ filed Jul 9, 2026
Holdings Value
Holdings 56 stocks · $209.6M
| SPY SS SPDR S&P 500 ETF Trust-US | 11.86% | 33,282 | $24.9M | Add +1.9% |
| IWM iShares Russell 2000 ETF | 10.31% | 71,916 | $21.6M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 7.62% | 21,691 | $16.0M | Add +0.1% |
| VTIP Vanguard Short-Term Tips | 6.55% | 273,385 | $13.7M | Add +3.5% |
| IWR iShares Russell Mid-Cap ETF | 4.20% | 79,767 | $8.8M | Add +17.2% |
| EFA iShares MSCI Eafe ETF | 3.69% | 74,534 | $7.7M | Reduce -0.3% |
| CWB SS SPDR BB Conv Sec ETF | 3.68% | 71,576 | $7.7M | Reduce -1.1% |
| EEM iShares MSCI Emerging Market | 3.06% | 93,833 | $6.4M | Reduce -1.2% |
| VNQ Vanguard Real Estate ETF | 2.91% | 63,343 | $6.1M | Reduce -0.5% |
| ICVT iShares Convertible Bond ETF | 2.87% | 49,453 | $6.0M | Reduce -0.6% |
| GLD SPDR Gold Shares | 2.81% | 15,992 | $5.9M | Reduce -1.8% |
| BNDX Vanguard Total Intl Bond ETF | 2.70% | 116,890 | $5.7M | Add +4.4% |
| CGW Invesco S&P Global Water Ind | 2.59% | 82,725 | $5.4M | Reduce -0.6% |
| IQLT iShares MSCI International Q | 2.36% | 99,720 | $4.9M | Reduce -0.5% |
| DIVO Amplify CWP Enhan Divid ETF | 2.33% | 107,039 | $4.9M | Add +1.4% |
| IJR iShares Core S&P Small-Cap E | 2.11% | 29,855 | $4.4M | Reduce -2.7% |
| SUB iShares Short-Term National | 2.07% | 40,800 | $4.3M | Reduce -0.3% |
| VHT Vanguard Health Care ETF | 1.98% | 13,870 | $4.1M | Reduce -4.0% |
| QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 1.73% | 98,886 | $3.6M | Add +0.5% |
| IWF iShares Russell 1000 Growth | 1.72% | 29,072 | $3.6M | Reduce -1.5% |
| BWX SS SPDR BB Intl Treasury BD | 1.70% | 164,521 | $3.6M | Add +10.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.68% | 11,614 | $3.5M | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 1.49% | 37,692 | $3.1M | Reduce -3.6% |
| ESGD iShares Trust iShares ESG Aw | 1.48% | 30,130 | $3.1M | Reduce -6.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.46% | 60,757 | $3.1M | Add +0.3% |
| MDY State Street SPDR S&P Midcap | 1.30% | 3,880 | $2.7M | Reduce -0.2% |
| IWD iShares Russell 1000 Value E | 1.27% | 11,016 | $2.7M | Reduce -2.0% |
| SPGP Invesco S&P 500 Garp ETF | 1.04% | 17,775 | $2.2M | Reduce -4.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.03% | 5,806 | $2.1M | Reduce -1.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.95% | 36,366 | $2.0M | Reduce -14.6% |
| IJH iShares Core S&P Midcap ETF | 0.86% | 23,337 | $1.8M | Add +2.3% |
| AAPL Apple Inc. | 0.83% | 5,986 | $1.7M | Add +0.0% |
| C Citigroup Inc. | 0.52% | 7,809 | $1.1M | Add +37.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.48% | 22,212 | $1.0M | Add +49.3% |
| XOM Exxon Mobil Corp. | 0.44% | 6,711 | $917K | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.44% | 1,329 | $913K | Add +79.8% |
| SRVR Pacer Data & Infrastructure | 0.41% | 26,713 | $849K | Add +11.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.36% | 2,661 | $748K | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.29% | 3,074 | $615K | Add +0.3% |
| VGT Vanguard Info Tech ETF | 0.29% | 5,024 | $600K | No change |
| MSFT Microsoft Corp. | 0.28% | 1,594 | $595K | Reduce -0.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.24% | 1,470 | $504K | Reduce -2.3% |
| ARCC Ares Capital Corp. | 0.23% | 25,977 | $481K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.22% | 5,940 | $463K | Reduce -0.8% |
| ABBV Abbvie Inc. | 0.16% | 1,309 | $329K | No change |
| GRID First TRST Nasd Class Edg Sgiif | 0.16% | 1,707 | $327K | Add +7.0% |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 1,367 | $323K | No change |
| CL Colgate-Palmolive Co. | 0.15% | 3,415 | $313K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 3,231 | $312K | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 0.13% | 815 | $267K | No change |
| MUB iShares National Muni Bond E | 0.12% | 2,420 | $260K | No change |
| ICLN iShares Global Clean Energy | 0.12% | 12,355 | $253K | Add +7.4% |
| BATT Amplify Lithium Battery Tech | 0.10% | 13,925 | $214K | Add +8.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 2,436 | $210K | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.10% | 1,465 | $209K | New |
| IVW iShares S&P 500 Growth ETF | 0.10% | 1,502 | $207K | New |
Portfolio Sells Q1 2026 → Q2 2026
| GLD SPDR Gold Shares | Reduce -1.8% | 2.81% | −0.97 |
| SUB iShares Short-Term National | Reduce -0.3% | 2.07% | −0.28 |
| CGW Invesco S&P Global Water Ind | Reduce -0.6% | 2.59% | −0.28 |
| EFA iShares MSCI Eafe ETF | Reduce -0.3% | 3.69% | −0.22 |
| ESGD iShares Trust iShares ESG Aw | Reduce -6.1% | 1.48% | −0.18 |
| VHT Vanguard Health Care ETF | Reduce -4.0% | 1.98% | −0.14 |
| IQLT iShares MSCI International Q | Reduce -0.5% | 2.36% | −0.14 |
| VNQ Vanguard Real Estate ETF | Reduce -0.5% | 2.91% | −0.13 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -14.6% | 0.95% | −0.10 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -4.3% | 1.04% | −0.04 |
| MSFT Microsoft Corp. | Reduce -0.9% | 0.28% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.8% | 0.22% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -2.0% | 1.27% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.5% | 0.15% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.4% | 1.03% | +0.01 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 0.36% | +0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -0.2% | 1.30% | +0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -3.6% | 1.49% | +0.02 |
| IWF iShares Russell 1000 Growth | Reduce -1.5% | 1.72% | +0.03 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -2.3% | 0.24% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.7% | 2.11% | +0.06 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -1.1% | 3.68% | +0.11 |
| ICVT iShares Convertible Bond ETF | Reduce -0.6% | 2.87% | +0.14 |
| EEM iShares MSCI Emerging Market | Reduce -1.2% | 3.06% | +0.15 |
| IWM iShares Russell 2000 ETF | Reduce -1.8% | 10.31% | +0.52 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 7.62% | +0.88 |
| IWR iShares Russell Mid-Cap ETF | Add +17.2% | 4.20% | +0.63 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.9% | 11.86% | +0.41 |
| VOO Vanguard S&P 500 ETF | Add +79.8% | 0.44% | +0.20 |
| C Citigroup Inc. | Add +37.0% | 0.52% | +0.17 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +49.3% | 0.48% | +0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.10% | +0.10 |
| DSI iShares ESG MSCI KLD 400 ETF | New | 0.10% | +0.10 |
| IVW iShares S&P 500 Growth ETF | New | 0.10% | +0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.6% | 1.68% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +2.3% | 0.86% | +0.03 |
| GRID First TRST Nasd Class Edg Sgiif | Add +7.0% | 0.16% | +0.02 |
| AAPL Apple Inc. | Add +0.0% | 0.83% | +0.01 |
| ICLN iShares Global Clean Energy | Add +7.4% | 0.12% | +0.01 |
| NVDA Nvidia Corp. | Add +0.3% | 0.29% | +0.01 |
| SRVR Pacer Data & Infrastructure | Add +11.7% | 0.41% | +0.00 |
| BATT Amplify Lithium Battery Tech | Add +8.1% | 0.10% | −0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +0.3% | 1.46% | −0.03 |
| BWX SS SPDR BB Intl Treasury BD | Add +10.5% | 1.70% | −0.06 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Add +0.5% | 1.73% | −0.08 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.44% | −0.18 |
| BNDX Vanguard Total Intl Bond ETF | Add +4.4% | 2.70% | −0.20 |
| DIVO Amplify CWP Enhan Divid ETF | Add +1.4% | 2.33% | −0.22 |
| VTIP Vanguard Short-Term Tips | Add +3.5% | 6.55% | −0.56 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 56 | $209.6M | SPY, IWM, QQQ, VTIP, IWR |
| Q1 2026 | 53 | $185.4M | SPY, IWM, VTIP, QQQ, EFA |
| Q4 2025 | 57 | $186.5M | SPY, IWM, QQQ, VTIP, EFA |
| Q3 2025 | 50 | $182.5M | SPY, IWM, VTIP, QQQ, EFA |
| Q2 2025 | 49 | $170.4M | SPY, IWM, VTIP, QQQ, EFA |
| Q1 2025 | 47 | $159.0M | SPY, IWM, VTIP, QQQ, GLD |
| Q4 2024 | 50 | $161.3M | SPY, IWM, VTIP, QQQ, CWB |
| Q3 2024 | 47 | $163.5M | SPY, IWM, VTIP, QQQ, EFA |
| Q2 2024 | 47 | $157.3M | SPY, IWM, VTIP, QQQ, EFA |
| Q1 2024 | 50 | $162.1M | SPY, IWM, VTIP, QQQ, EFA |