Baron Financial Group, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Baron Financial Group, LLC reported 50 stock positions worth $162.1 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 11.7% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 10.4%) and Vanguard Short-Term Tips (VTIP, 8.4%). Compared with Q4 2023, it opened 1 new position, sold out of 2, added to 16 and reduced 25. The biggest buy was Vanguard Total Intl Bond ETF (BNDX, shares +98%) and the biggest sale iShares MSCI USA Momentum Fa (MTUM, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- Fair Lawn, NJ
- CIK
- 0001832093
- Portfolio Value
- $162.1M (Q1 2024)
- SEC Filing
- 0001832093-24-000003 ↗ filed Apr 30, 2024
Holdings Value
Holdings 50 stocks · $162.1M
| SPY SS SPDR S&P 500 ETF Trust-US | 11.71% | 36,267 | $19.0M | Reduce -3.9% |
| IWM iShares Russell 2000 ETF | 10.43% | 80,365 | $16.9M | Reduce -1.1% |
| VTIP Vanguard Short-Term Tips | 8.37% | 283,373 | $13.6M | Reduce -2.0% |
| QQQ Invesco QQQ Trust Series 1 | 6.66% | 24,303 | $10.8M | Reduce -3.5% |
| EFA iShares MSCI Eafe ETF | 3.77% | 76,412 | $6.1M | Reduce -0.5% |
| CWB SS SPDR BB Conv Sec ETF | 3.66% | 81,267 | $5.9M | Add +0.2% |
| CGW Invesco S&P Global Water Ind | 3.34% | 97,360 | $5.4M | Add +0.2% |
| VNQ Vanguard Real Estate ETF | 3.22% | 60,295 | $5.2M | Add +1.1% |
| GLD SPDR Gold Shares | 3.19% | 25,090 | $5.2M | Add +0.6% |
| IWR iShares Russell Mid-Cap ETF | 2.80% | 53,922 | $4.5M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 2.76% | 40,495 | $4.5M | Reduce -4.6% |
| SUB iShares Short-Term National | 2.75% | 42,630 | $4.5M | Reduce -1.3% |
| VHT Vanguard Health Care ETF | 2.67% | 15,982 | $4.3M | Reduce -1.1% |
| IQLT iShares MSCI International Q | 2.66% | 108,640 | $4.3M | Add +2.1% |
| EEM iShares MSCI Emerging Market | 2.60% | 102,499 | $4.2M | Reduce -0.8% |
| ICVT iShares Convertible Bond ETF | 2.46% | 50,015 | $4.0M | Add +1.0% |
| DIVO Amplify CWP Enhan Divid ETF | 1.99% | 82,760 | $3.2M | Add +39.4% |
| IWF iShares Russell 1000 Growth | 1.92% | 9,217 | $3.1M | Reduce -9.4% |
| ESGD iShares Trust iShares ESG Aw | 1.84% | 37,220 | $3.0M | Reduce -3.7% |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | 1.81% | 95,169 | $2.9M | Add +6.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.54% | 69,791 | $2.5M | Reduce -4.4% |
| BWX SS SPDR BB Intl Treasury BD | 1.54% | 111,885 | $2.5M | Reduce -7.5% |
| MDY State Street SPDR S&P Midcap | 1.52% | 4,413 | $2.5M | Reduce -4.3% |
| IWD iShares Russell 1000 Value E | 1.44% | 13,029 | $2.3M | Reduce -7.0% |
| IEMG iShares Core MSCI Emerging | 1.39% | 43,651 | $2.3M | Add +10.9% |
| BNDX Vanguard Total Intl Bond ETF | 1.35% | 44,528 | $2.2M | Add +97.6% |
| SPGP Invesco S&P 500 Garp ETF | 1.16% | 17,690 | $1.9M | Add +1.8% |
| IJH iShares Core S&P Midcap ETF | 1.06% | 28,210 | $1.7M | Add +1.2% |
| ESGE iShares Inc. iShares ESG Awar | 1.05% | 53,023 | $1.7M | Reduce -6.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.02% | 6,335 | $1.6M | Reduce -4.5% |
| AAPL Apple Inc. | 1.00% | 9,468 | $1.6M | Reduce -2.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.59% | 4,212 | $963K | Add +30.3% |
| MSFT Microsoft Corp. | 0.59% | 2,262 | $952K | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 0.53% | 7,420 | $863K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.49% | 4,196 | $786K | Reduce -69.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.39% | 3,337 | $637K | Add +0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.32% | 6,703 | $514K | Add +0.9% |
| MUB iShares National Muni Bond E | 0.32% | 4,765 | $513K | Reduce -10.3% |
| ARCC Ares Capital Corp. | 0.24% | 18,366 | $382K | No change |
| ADP Automatic Data Processing | 0.23% | 1,485 | $371K | Reduce -7.9% |
| VGT Vanguard Info Tech ETF | 0.21% | 653 | $342K | No change |
| JPM JPMorgan Chase & Co. | 0.21% | 1,680 | $337K | Reduce -2.9% |
| CL Colgate-Palmolive Co. | 0.19% | 3,490 | $314K | No change |
| MRK Merck & Co. Inc. | 0.16% | 1,993 | $263K | No change |
| JNJ Johnson & Johnson | 0.16% | 1,612 | $255K | Reduce -5.8% |
| ABBV Abbvie Inc. | 0.16% | 1,393 | $254K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 1,367 | $250K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 3,116 | $231K | No change |
| PG The Procter & Gamble Co. | 0.14% | 1,351 | $219K | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.13% | 2,110 | $213K | Reduce -6.0% |
Portfolio Sells Q4 2023 → Q1 2024
| MTUM iShares MSCI USA Momentum Fa | Reduce -69.2% | 0.49% | −0.88 |
| VTIP Vanguard Short-Term Tips | Reduce -2.0% | 8.37% | −0.38 |
| PHDG Invesco S&P 500 Downside Hed | Sold out | 0.00% | −0.37 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -7.5% | 1.54% | −0.25 |
| AAPL Apple Inc. | Reduce -2.6% | 1.00% | −0.19 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.6% | 2.76% | −0.17 |
| SUB iShares Short-Term National | Reduce -1.3% | 2.75% | −0.15 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.14 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -6.3% | 1.05% | −0.10 |
| EEM iShares MSCI Emerging Market | Reduce -0.8% | 2.60% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -10.3% | 0.32% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -9.4% | 1.92% | −0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -4.4% | 1.54% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -7.0% | 1.44% | −0.04 |
| ESGD iShares Trust iShares ESG Aw | Reduce -3.7% | 1.84% | −0.03 |
| JNJ Johnson & Johnson | Reduce -5.8% | 0.16% | −0.01 |
| ADP Automatic Data Processing | Reduce -7.9% | 0.23% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -6.0% | 0.13% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.5% | 1.02% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -2.9% | 0.21% | +0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -4.3% | 1.52% | +0.02 |
| IWM iShares Russell 2000 ETF | Reduce -1.1% | 10.43% | +0.03 |
| MSFT Microsoft Corp. | Reduce -1.9% | 0.59% | +0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -0.5% | 3.77% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.5% | 6.66% | +0.08 |
| VHT Vanguard Health Care ETF | Reduce -1.1% | 2.67% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.9% | 11.71% | +0.27 |
Portfolio Buys Q4 2023 → Q1 2024
| BNDX Vanguard Total Intl Bond ETF | Add +97.6% | 1.35% | +0.64 |
| DIVO Amplify CWP Enhan Divid ETF | Add +39.4% | 1.99% | +0.60 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +30.3% | 0.59% | +0.15 |
| GLD SPDR Gold Shares | Add +0.6% | 3.19% | +0.15 |
| PG The Procter & Gamble Co. | New | 0.14% | +0.14 |
| IWR iShares Russell Mid-Cap ETF | Add +0.1% | 2.80% | +0.13 |
| IEMG iShares Core MSCI Emerging | Add +10.9% | 1.39% | +0.12 |
| IQLT iShares MSCI International Q | Add +2.1% | 2.66% | +0.11 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Add +6.9% | 1.81% | +0.11 |
| SPGP Invesco S&P 500 Garp ETF | Add +1.8% | 1.16% | +0.08 |
| IJH iShares Core S&P Midcap ETF | Add +1.2% | 1.06% | +0.07 |
| CGW Invesco S&P Global Water Ind | Add +0.2% | 3.34% | +0.05 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.39% | +0.05 |
| BSV Vanguard Short-Term Bond ETF | Add +0.9% | 0.32% | −0.01 |
| ICVT iShares Convertible Bond ETF | Add +1.0% | 2.46% | −0.02 |
| CWB SS SPDR BB Conv Sec ETF | Add +0.2% | 3.66% | −0.07 |
| VNQ Vanguard Real Estate ETF | Add +1.1% | 3.22% | −0.14 |
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 |