§ 13F · FUND PROFILE
Baron Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $183M (13F)Positions · 50Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 33K | $21M | 11.5% | +2% |
| 2 | IWM | ISHARES TR | 73K | $18M | 9.8% | −1% |
| 3 | VTIP | VANGUARD MALVERN FDS | 264K | $13M | 7.1% | +3% |
| 4 | QQQ | INVESCO QQQ TR | 22K | $13M | 6.7% | +1% |
| 5 | EFA | ISHARES TR | 75K | $7M | 3.9% | −1% |
| 6 | GLD | SPDR GOLD TR | 16K | $7M | 3.8% | −8% |
| 7 | CWB | SPDR SERIES TRUST | 72K | $7M | 3.6% | ±0% |
| 8 | IWR | ISHARES TR | 68K | $7M | 3.6% | +5% |
| 9 | VNQ | VANGUARD INDEX FDS | 64K | $6M | 3.0% | +3% |
| 10 | EEM | ISHARES TR | 95K | $5M | 2.9% | −2% |
§ 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 $183 million in assets. The fund runs a portfolio of 50 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed