Baron Financial Group, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 22, 2024), Baron Financial Group, LLC reported 47 stock positions worth $157.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 12.0% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 10.0%) and Vanguard Short-Term Tips (VTIP, 8.6%). Compared with Q1 2024, it opened 1 new position, sold out of 4, added to 10 and reduced 32. The biggest buy was Vanguard Total Intl Bond ETF (BNDX, shares +28%) and the biggest sale iShares Russell 2000 ETF (IWM, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Fair Lawn, NJ
- CIK
- 0001832093
- Portfolio Value
- $157.3M (Q2 2024)
- SEC Filing
- 0001832093-24-000004 ↗ filed Jul 22, 2024
Holdings Value
Holdings 47 stocks · $157.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 11.97% | 34,580 | $18.8M | Reduce -4.7% |
| IWM iShares Russell 2000 ETF | 10.00% | 77,518 | $15.7M | Reduce -3.5% |
| VTIP Vanguard Short-Term Tips | 8.55% | 277,115 | $13.5M | Reduce -2.2% |
| QQQ Invesco QQQ Trust Series 1 | 7.11% | 23,329 | $11.2M | Reduce -4.0% |
| EFA iShares MSCI Eafe ETF | 3.68% | 73,955 | $5.8M | Reduce -3.2% |
| CWB SS SPDR BB Conv Sec ETF | 3.62% | 78,907 | $5.7M | Reduce -2.9% |
| CGW Invesco S&P Global Water Ind | 3.33% | 94,788 | $5.2M | Reduce -2.6% |
| GLD SPDR Gold Shares | 3.27% | 23,910 | $5.1M | Reduce -4.7% |
| VNQ Vanguard Real Estate ETF | 3.25% | 60,961 | $5.1M | Add +1.1% |
| IWR iShares Russell Mid-Cap ETF | 2.79% | 54,067 | $4.4M | Add +0.3% |
| EEM iShares MSCI Emerging Market | 2.70% | 99,824 | $4.3M | Reduce -2.6% |
| SUB iShares Short-Term National | 2.68% | 40,300 | $4.2M | Reduce -5.5% |
| VHT Vanguard Health Care ETF | 2.67% | 15,792 | $4.2M | Reduce -1.2% |
| IQLT iShares MSCI International Q | 2.62% | 105,660 | $4.1M | Reduce -2.7% |
| IJR iShares Core S&P Small-Cap E | 2.58% | 38,055 | $4.1M | Reduce -6.0% |
| ICVT iShares Convertible Bond ETF | 2.46% | 49,255 | $3.9M | Reduce -1.5% |
| DIVO Amplify CWP Enhan Divid ETF | 2.13% | 86,485 | $3.3M | Add +4.5% |
| IWF iShares Russell 1000 Growth | 2.00% | 8,650 | $3.2M | Reduce -6.2% |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | 1.86% | 94,049 | $2.9M | Reduce -1.2% |
| ESGD iShares Trust iShares ESG Aw | 1.77% | 35,365 | $2.8M | Reduce -5.0% |
| BNDX Vanguard Total Intl Bond ETF | 1.77% | 57,063 | $2.8M | Add +28.1% |
| IEMG iShares Core MSCI Emerging | 1.51% | 44,408 | $2.4M | Add +1.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.49% | 66,745 | $2.3M | Reduce -4.4% |
| MDY State Street SPDR S&P Midcap | 1.46% | 4,304 | $2.3M | Reduce -2.5% |
| IWD iShares Russell 1000 Value E | 1.41% | 12,744 | $2.2M | Reduce -2.2% |
| BWX SS SPDR BB Intl Treasury BD | 1.40% | 102,881 | $2.2M | Reduce -8.1% |
| SPGP Invesco S&P 500 Garp ETF | 1.19% | 18,277 | $1.9M | Add +3.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.08% | 6,335 | $1.7M | No change |
| ESGE iShares Inc. iShares ESG Awar | 1.04% | 48,878 | $1.6M | Reduce -7.8% |
| IJH iShares Core S&P Midcap ETF | 1.03% | 27,625 | $1.6M | Reduce -2.1% |
| AAPL Apple Inc. | 0.95% | 7,067 | $1.5M | Reduce -25.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.80% | 5,757 | $1.3M | Add +36.7% |
| MSFT Microsoft Corp. | 0.49% | 1,738 | $777K | Reduce -23.2% |
| XOM Exxon Mobil Corp. | 0.49% | 6,670 | $768K | Reduce -10.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.40% | 3,231 | $630K | Reduce -23.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 3,342 | $578K | Add +0.1% |
| MUB iShares National Muni Bond E | 0.32% | 4,760 | $507K | Reduce -0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.32% | 6,478 | $497K | Reduce -3.4% |
| ARCC Ares Capital Corp. | 0.25% | 18,907 | $394K | Add +3.0% |
| VGT Vanguard Info Tech ETF | 0.24% | 653 | $377K | No change |
| CL Colgate-Palmolive Co. | 0.22% | 3,490 | $339K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 1,367 | $250K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 3,131 | $227K | Add +0.5% |
| ABBV Abbvie Inc. | 0.14% | 1,268 | $217K | Reduce -9.0% |
| ADP Automatic Data Processing | 0.13% | 850 | $203K | Reduce -42.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.13% | 1,940 | $201K | Reduce -8.1% |
| BTE Baytex Energy Corp. | 0.03% | 13,625 | $47K | New |
Portfolio Sells Q1 2024 → Q2 2024
| IWM iShares Russell 2000 ETF | Reduce -3.5% | 10.00% | −0.43 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.21 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.0% | 2.58% | −0.18 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.16 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.16 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.14 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -8.1% | 1.40% | −0.13 |
| ADP Automatic Data Processing | Reduce -42.8% | 0.13% | −0.10 |
| MSFT Microsoft Corp. | Reduce -23.2% | 0.49% | −0.09 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -23.0% | 0.40% | −0.08 |
| EFA iShares MSCI Eafe ETF | Reduce -3.2% | 3.68% | −0.08 |
| SUB iShares Short-Term National | Reduce -5.5% | 2.68% | −0.08 |
| ESGD iShares Trust iShares ESG Aw | Reduce -5.0% | 1.77% | −0.06 |
| AAPL Apple Inc. | Reduce -25.4% | 0.95% | −0.06 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -4.4% | 1.49% | −0.05 |
| MDY State Street SPDR S&P Midcap | Reduce -2.5% | 1.46% | −0.05 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -2.9% | 3.62% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -10.1% | 0.49% | −0.04 |
| IQLT iShares MSCI International Q | Reduce -2.7% | 2.62% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.1% | 1.03% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -2.2% | 1.41% | −0.03 |
| ABBV Abbvie Inc. | Reduce -9.0% | 0.14% | −0.02 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -7.8% | 1.04% | −0.01 |
| CGW Invesco S&P Global Water Ind | Reduce -2.6% | 3.33% | −0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -8.1% | 0.13% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Reduce -3.4% | 0.32% | −0.00 |
| ICVT iShares Convertible Bond ETF | Reduce -1.5% | 2.46% | −0.00 |
| VHT Vanguard Health Care ETF | Reduce -1.2% | 2.67% | +0.00 |
| MUB iShares National Muni Bond E | Reduce -0.1% | 0.32% | +0.01 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Reduce -1.2% | 1.86% | +0.04 |
| GLD SPDR Gold Shares | Reduce -4.7% | 3.27% | +0.08 |
| IWF iShares Russell 1000 Growth | Reduce -6.2% | 2.00% | +0.09 |
| EEM iShares MSCI Emerging Market | Reduce -2.6% | 2.70% | +0.11 |
| VTIP Vanguard Short-Term Tips | Reduce -2.2% | 8.55% | +0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.7% | 11.97% | +0.26 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.0% | 7.11% | +0.45 |
Portfolio Buys Q1 2024 → Q2 2024
| BNDX Vanguard Total Intl Bond ETF | Add +28.1% | 1.77% | +0.41 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +36.7% | 0.80% | +0.20 |
| DIVO Amplify CWP Enhan Divid ETF | Add +4.5% | 2.13% | +0.14 |
| IEMG iShares Core MSCI Emerging | Add +1.7% | 1.51% | +0.12 |
| SPGP Invesco S&P 500 Garp ETF | Add +3.3% | 1.19% | +0.03 |
| BTE Baytex Energy Corp. | New | 0.03% | +0.03 |
| VNQ Vanguard Real Estate ETF | Add +1.1% | 3.25% | +0.03 |
| ARCC Ares Capital Corp. | Add +3.0% | 0.25% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.5% | 0.14% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.3% | 2.79% | −0.01 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.37% | −0.03 |
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 |