§ 13F · FUND PROFILE
Baron Financial Group, LLC.
AUM · $210M (13F)Positions · 56Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$625K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 33K | $25M | 11.9% | +2% |
| 2 | IWM | ISHARES TR | 72K | $22M | 10.3% | −2% |
| 3 | QQQ | INVESCO QQQ TR | 22K | $16M | 7.6% | ±0% |
| 4 | VTIP | VANGUARD MALVERN FDS | 273K | $14M | 6.6% | +4% |
| 5 | IWR | ISHARES TR | 80K | $9M | 4.2% | +17% |
| 6 | EFA | ISHARES TR | 75K | $8M | 3.7% | ±0% |
| 7 | CWB | SPDR SERIES TRUST | 72K | $8M | 3.7% | −1% |
| 8 | EEM | ISHARES TR | 94K | $6M | 3.1% | −1% |
| 9 | VNQ | VANGUARD INDEX FDS | 63K | $6M | 2.9% | ±0% |
| 10 | ICVT | ISHARES TR | 49K | $6M | 2.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BARON SIGNAL
AC read
Baron Financial Group, LLC is a Other fund managing $210 million in assets. The fund runs a portfolio of 56 positions.
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