Baron Financial Group, LLC
Baron Financial Group, LLC reported 56 positions worth $209.6M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: SPY (11.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $24.9M | 11.86% | 33,282 | — | — | |
| ▸ 2 | IWM | SH | $21.6M | 10.31% | 71,916 | — | — | |
| ▸ 3 | QQQ | SH | $16.0M | 7.62% | 21,691 | — | — | |
| ▸ 4 | VTIP | SH | $13.7M | 6.55% | 273,385 | — | — | |
| ▸ 5 | IWR | SH | $8.8M | 4.20% | 79,767 | — | — | |
| ▸ 6 | EFA | SH | $7.7M | 3.69% | 74,534 | — | — | |
| ▸ 7 | CWB | SH | $7.7M | 3.68% | 71,576 | — | — | |
| ▸ 8 | EEM | SH | $6.4M | 3.06% | 93,833 | — | — | |
| ▸ 9 | VNQ | SH | $6.1M | 2.91% | 63,343 | — | — | |
| ▸ 10 | ICVT | SH | $6.0M | 2.87% | 49,453 | — | — |
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Frequently Asked Questions
What stocks does Baron Financial Group, LLC hold as of Q2 2026?
Baron Financial Group, LLC reported 56 positions worth $209.6M in its Q2 2026 13F filing. Largest positions: SPY (11.9%), IWM (10.3%), QQQ (7.6%), VTIP (6.6%) and IWR (4.2%).
What did Baron Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Baron Financial Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.